Good MorningU.S. stocks retreated Thursday, ending the Dow’s six-session winning streak as the S&P 500 and Nasdaq also moved lower. Rising oil prices contributed to concerns that interest rates could remain higher for longer ahead of a key jobs report, while value stocks continued to outperform growth shares.
Earnings drove major individual moves. Instacart parent Maplebear posted revenue above Wall Street estimates as orders and gross transaction value increased. Lyft also exceeded quarterly revenue expectations and forecast gross bookings slightly above estimates.
Elsewhere, Fiserv reset its 2026 revenue and earnings outlook, citing delayed client projects, weaker Argentine conditions and softer hardware sales. AMD agreed to acquire AI-chip startup Taalas to expand its inference capabilities, while cybersecurity firm Gen Digital raised its full-year forecast on demand for protection against AI-powered online threats. Featured: AI Has Governments Worried About Your Money (Ad) 
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Technology | |
Sandisk Corporation (NASDAQ: SNDK) might have just posted one of the most eye-catching earnings beats of the season, but the share price reaction has left investors scratching their heads.
Despite the company crushing expectations on both the top and bottom lines in its Aug. 5 report, the stock wa... Read the Full Story |
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From Our Partners | | An AI model recently breached a company's systems, and the co-founder warned that defenders now need frontier-grade tools within hours, sometimes minutes.
That speed gap raises real questions about whether banks can react fast enough before damage is done. | | See how to move part of your savings where speed does not matter |
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Markets | |
After six months of war in Iran and a long series of mixed signals about when the conflict would end, the oil market appears to be shrugging off some of its usual price movement factors. At the same time, with the U.S. Petroleum Reserve at its lowest level in decades and a shortage in refinery capa... Read the Full Story |
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Consumer Discretionary | |
For all the noise around Tesla Inc. (NASDAQ: TSLA) in recent weeks, one of the most consequential questions being asked about the stock has nothing to do with its latest delivery numbers.
A report in the Wall Street Journal last week suggested the company may be weighing a sale, or even closure, o... Read the Full Story |
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From Our Partners | | Google, Amazon, Nvidia, Microsoft, Sequoia, and Peter Thiel's Founders Fund have reportedly backed one of the most closely watched private AI companies. Most investors can't buy shares directly.
Alexander Green of The Oxford Club has identified a publicly traded vehicle whose largest holding is this AI company, with added exposure to Databricks and Anduril. It's reportedly accessible through virtually any brokerage. | | Learn how to access this AI investment before its 2026 IPO |
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Communication Services | |
After a pinch of fairy dust and a bippidy bobbedy boo, The Walt Disney Company (NYSE: DIS) is on track to have a magical year in 2027. Years of Bob Iger’s turnaround efforts, coupled with the new CEO’s execution, have the company on track to grow, widen margins, drive robust cash flow, and pay a ma... Read the Full Story |
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Technology | |
Astera Labs (NASDAQ: ALAB) gave the market everything it could ask for in the Q2 release, including a trigger for lower share prices to open what may be the final opportunity to buy this stock below $360.
The earnings release revealed acceleration, outperformance, margin strength, and momentum, all... Read the Full Story |
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From Our Partners | | A little-known supplier builds the rocket motor case at the heart of Peter Thiel's hypersonic missile program. Without it, the weapon may never leave the ground.
This company has 20 years of hypersonic experience but only went public in February 2025, and Wall Street has barely noticed. If production reaches its stated goal of 6,000 rocket motors per year, this overlooked $6 billion stock could be worth watching. | | Get the ticker before the rest of Wall Street catches on |
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Consumer Discretionary | |
McDonald's Corporation (NYSE: MCD) might be one of the most reliable blue-chip names on the market, but its shares have had a miserable run of late, with a multi-month sell-off taking the stock back to 2021 levels. For a company long prized for its dependability, that kind of prolonged weakness has... Read the Full Story |
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Consumer Staples | |
In May 2026, Sazerac, which is a privately owned spirits company, presented Brown-Forman Corp. (NYSE: BF.B) with a $15 billion all-cash offer that would value Brown-Forman at approximately $32 per share. Brown-Forman's board rejected it.
But Sazerac wasn’t done. In July, the company went directly ... Read the Full Story |
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Industrials | |
Rocket Lab (NASDAQ: RKLB) has spent the past two weeks doing exactly what a company wants to do heading into an earnings report: winning business. After a brutal correction that saw the stock fall more than 50% from its May high, a rapid succession of major contract awards has put the spotlight bac... Read the Full Story |
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Industrials | |
Amprius Technologies’ (NYSE: AMPX) Q2 results and guidance validated its growth trajectory, showing deepening penetration with a growing number of clients and strength in key battery markets, including drones and e-mobility. The net result is increased guidance underpinned by increased market shar... Read the Full Story |
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Industrials | |
Few companies have endured a more punishing few years than Boeing Co. (NYSE: BA). A series of crises, from grounded aircraft to safety scandals, left one of America's great industrial champions on its knees and its investors nursing years of frustration. But in recent months, something has been shi... Read the Full Story |
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Friday's Early Bird Stock Of The Day Invinity Energy Systems plc (AIM: IES) is a world-leading manufacturer of vanadium flow batteries for energy storage. Built in our factories in the UK and Canada, the Company's proven, commercialised, longer duration energy storage technology has been deployed at scale and dispatched gigawatt-hours of electricity for customers across the world.
Invinity's safe, scalable and durable battery technology is a trusted and safer alternative to lithium-ion batteries. Endurium VFBs are engineered for heavy-duty, high throughput applications, they don't wear out, cannot catch fire and are designed to be operated for 30 years or more. Our products address the challenges of our global energy system, unlocking the power of renewable generation by delivering energy storage without limits.
To find out more, visit invinity.com or call Investor Relations on +44 (0)204 551 0361. | | View Today's Stock Pick |
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