Saturday, August 01, 2026 - Generated 20:28 PM PT
Market color: AI and data-center stocks surged after a wave of strong earnings reports, led by Amazon's +15.3% post-earnings pop on raised CapEx and AWS momentum. Broad risk-on sentiment lifted optics, networking, and power infrastructure names, while memory chips lagged after a sector reality check. Space stocks were mixed with Globalstar rallying on Amazon's LEO satellite expansion plans.
| Ticker | Name | Market | Price | Change | Vol/AVG | News |
|---|---|---|---|---|---|---|
| AMZN | Amazon | AI | $271.58 | +15.3% | 2.5x | Y |
| MNTS | Momentus | Space | $4.05 | -10.4% | 0.3x | Y |
| ETN | Eaton | AI | $415.20 | +7.3% | 1.7x | Y |
| GOOGL | Alphabet | AI | $356.13 | +6.7% | 1.4x | Y |
| VRT | Vertiv | AI | $241.57 | +6.2% | 1.7x | Y |
| MU | Micron | AI | $823.03 | -5.9% | 1.0x | Y |
| COHR | Coherent | AI | $262.89 | +5.6% | 0.8x | Y |
| ANET | Arista | AI | $180.35 | +5.5% | 0.9x | Y |
| GSAT | Globalstar | Space | $83.38 | +4.1% | 1.7x | Y |
| MOD | Modine | AI | $201.06 | +3.7% | 1.6x | Y |
| FLNC | Fluence Energy | AI | $13.93 | +3.4% | 0.6x | Y |
| META | Meta | AI | $556.71 | +3.3% | 1.3x | Y |
| MSFT | Microsoft | AI | $464.72 | +3.0% | 1.4x | Y |
| LITE | Lumentum | AI | $713.94 | +3.0% | 0.8x | Y |
| NVDA | NVIDIA | AI | $200.75 | +2.9% | 0.9x | Y |
| Ticker | Market | Volume | Avg | Ratio | Change |
|---|---|---|---|---|---|
| AMZN | AI | 125.92M | 49.46M | 2.5x | +15.3% |
[Motley Fool](https://www.fool.com/investing/2026/08/01/with-paramounts-acquisition-of-warner-bros-on-hold/) - Louis Navellier sends strong message on Nvidia’s circular deals — Louis Navellier has been active in the stock market for approximately 46 years, beginning with the publication of his quantitative research in 1980, the MPT Review. He regularly shares his thoughts wi [TheStreet](https://www.thestreet.com/investing/stocks/louis-navellier-sends-strong-message-on-nvidias-circular-deals) - Nvidia vs. Alphabet: What Do Revenue Trends Tell Investors About These Artificial Intelligence Companies? — Nvidia's revenue has nearly tripled in two years while Alphabet's has grown steadily; the gap between them is narrowing faster than many expect. [Motley Fool](https://www.fool.com/coverage/charts/2026/08/01/nvidia-vs-alphabet-what-do-revenue-trends-tell-investors-about-these-artificial-intelligence-companies/)
[Investor's Business ](https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-spacex-amd-sandisk-eli-lilly-earnings-loom/?src=A00220&yptr=yahoo) - How Server CPUs Could Give AMD Stock a Big Boost After August 4 — Advanced Micro is heading into Q2 earnings with Susquehanna raising its price target on stronger server CPU expectations. [Barchart](https://www.barchart.com/story/news/3593848/how-server-cpus-could-give-amd-stock-a-big-boost-after-august-4) - TSMC is quietly borrowing a page from Intel's playbook — Companies rarely name a secret internal project after a rival’s product. Doing so hands over the story before it even becomes public: that the smaller competitor built something worth copying. That is [TheStreet](https://www.thestreet.com/technology/tsmc-intel-emib-chip-packaging-rivalry)
[24/7 Wall St.](https://247wallst.com/investing/2026/08/01/what-the-bipolar-silicon-market-structure-means-moving-forward-nividia-vs-broadcom/) - These 3 Dividend ETFs Own Nvidia and Microsoft and Still Pay Up to 8 Percent — Owning Nvidia and Microsoft while collecting a fat dividend income used to mean picking one or the other. A new generation of ETFs rewrites that tradeoff in three very different ways, and the mechanic [24/7 Wall St.](https://247wallst.com/investing/2026/07/31/these-3-dividend-etfs-own-nvidia-and-microsoft-and-still-pay-up-to-8-percent/) - Marvell Technology Is Betting More Of Its Revenue On One End Market — Three-quarters of its sales already come from data centers, and the company's own guidance widens that share even as it plans for cloud spending growth to cool. [Trefis](https://www.trefis.com/articles/609667/marvell-technology-is-betting-more-of-its-revenue-on-one-end-market/2026-07-31)
[The Wall Street Jour](https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-07-31-2026/card/stocks-to-watch-apple-amazon-sk-hynix-samsung-roblox-UVBiwSE6WbBhfL3eozHj?siteid=yhoof2&yptr=yahoo) - Marvell Technology (MRVL) Exceeds Market Returns: Some Facts to Consider — In the most recent trading session, Marvell Technology (MRVL) closed at $187.56, indicating a +2.32% shift from the previous trading day. [Zacks](https://finance.yahoo.com/markets/stocks/articles/marvell-technology-mrvl-exceeds-market-214503407.html) - Amazon, Apple, Microsoft, Micron, Roblox, Reddit, SK Hynix, and More Stocks That Explain Today’s Market — FEATURE It shaped up to be a positive end to a bad month for stocks. The tech rebound continued, even as a big decline from Apple weighed on the major indexes. Amazon gained 15% after second-quarter [Barrons.com](https://www.barrons.com/articles/stock-movers-e7d1ed18?siteid=yhoof2&yptr=yahoo)
[Motley Fool](https://www.fool.com/investing/2026/08/01/microsoft-stock-is-up-26-from-its-52-week-low-buy/) - Microsoft (MSFT) Faces Consumer Probes Over Microsoft 365 And Copilot Changes — UK, Australian, and Italian regulators have opened investigations into Microsoft (NasdaqGS:MSFT) regarding Microsoft 365 subscription changes and the integration of Copilot features. The probes focus [Simply Wall St.](https://finance.yahoo.com/markets/stocks/articles/microsoft-msft-faces-consumer-probes-180849418.html) - Microsoft’s AI Cybersecurity Push Could Become a Major Growth Driver for MSFT Stock — Microsoft is betting that AI-powered security tools can help organizations fight attacks faster. [Barchart](https://www.barchart.com/story/news/3595382/microsofts-ai-cybersecurity-push-could-become-a-major-growth-driver-for-msft-stock)
[Motley Fool](https://www.fool.com/coverage/charts/2026/08/01/nvidia-vs-alphabet-what-do-revenue-trends-tell-investors-about-these-artificial-intelligence-companies/) - Reddit Stock Tumbles as CEO Says Google Search Referrals Were 'Choppy,' Pushes Users to Its App — Reddit Inc. is encouraging more direct engagement through its app instead of finding the platform through Alphabet Inc.’s Google Search after CEO Steve Huffman said search referrals turned “choppy” du [Benzinga](https://finance.yahoo.com/markets/stocks/articles/reddit-stock-tumbles-ceo-says-203015766.html) - Google traffic wobble sends major signal for sinking Reddit stock — Reddit just posted one of its best quarters ever. Revenue rose 61% year over year, and profit more than doubled. Guidance topped what Wall Street expected, yet the stock still dropped. That disconnect [TheStreet](https://www.thestreet.com/investing/stocks/rddt-google-search-referrals-reddit-stock-drop-q2-2026)
[Simply Wall St.](https://finance.yahoo.com/markets/stocks/articles/amazon-amzn-stock-fair-value-002042933.html) - Amazon Raised 2026 CapEx by $20 Billion— but CEO Andy Jassy Won't Say How It's Paying for It: 'Nothing to Share...' — Just weeks after its latest bond sale, Amazon.com Inc. told Wall Street it now needs an additional $20 billion in capex beyond its original plan. On Thursday, CEO Andy Jassy announced the e-commerce g [Benzinga](https://finance.yahoo.com/markets/stocks/articles/amazon-raised-2026-capex-20-223016275.html) - Morgan Stanley's Amazon earnings verdict has a blind spot — Amazon (AMZN) stock closed the July 31 trading session up 15.32% at $271.58, as it soared following the release of its second quarter (Q2) 2026 earnings report on July 30. The stock is up 17.66% year- [TheStreet](https://www.thestreet.com/investing/stocks/morgan-stanleys-amazon-stock-q2-2026-earnings-verdict-has-a-blind-spot)
[Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/oracle-orcl-using-google-gemini-041754696.html) - This Tech Giant Is Investing Billions in AI. Here’s Why It Could Pay Off. — Alphabet just posted the biggest quarter in its history, yet the stock is barely moving while rivals surge. The case for a $500 share price by 2027 looks audacious on the surface, but one critical num [24/7 Wall St.](https://247wallst.com/investing/2026/07/31/this-tech-giant-is-investing-billions-in-ai-heres-why-it-could-pay-off/) - Is IBM Stock Worth Buying After Its Steep 2026 Share Price Pullback? — IBM's 2026 pullback improves its price, but modest growth, leverage and a still-full valuation keep the stock from looking clearly cheap. [Zacks](https://finance.yahoo.com/markets/stocks/articles/ibm-stock-worth-buying-steep-174100705.html)
[TheStreet](https://www.thestreet.com/investing/apples-record-iphone-boom-just-became-a-wall-street-trap) - TSMC Is Reportedly Developing Advanced Chip Packaging Tech to Challenge Intel's Dominance — Taiwan Semiconductor Manufacturing Co. is reportedly developing an advanced packaging technology, which could erode Intel Corp.‘s competitive advantage. Intel’s stock is trading 4.62% higher in Friday [Benzinga](https://finance.yahoo.com/technology/articles/tsmc-reportedly-developing-advanced-chip-220022568.html) - Should You Buy Billionaire Investor Chase Coleman’s Top 5 Growth Stocks in August? — Billionaire Chase Coleman just stacked Tiger Global's top five positions directly on the AI infrastructure supercycle, and every single pick still shows double-digit upside potential heading into Augu [24/7 Wall St.](https://247wallst.com/investing/2026/08/01/should-you-buy-billionaire-investor-chase-colemans-top-5-growth-stocks-in-august/)
| Ticker | Market | Price | Target | Upside |
|---|---|---|---|---|
| LUNR | Space | $12.34 | $40.78 | +230.5% |
| KTOS | Space | $46.60 | $109.33 | +134.6% |
| PL | Space | $20.48 | $40.10 | +95.8% |
| ORCL | AI | $129.87 | $248.15 | +91.1% |
| MU | AI | $823.03 | $1522.26 | +85.0% |
| SPIR | Space | $11.46 | $20.88 | +82.2% |
| RKLB | Space | $64.95 | $114.47 | +76.2% |
| BKSY | Space | $23.05 | $40.50 | +75.7% |
| RDW | Space | $8.62 | $14.88 | +72.6% |
| MOD | AI | $201.06 | $315.86 | +57.1% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | P/E | Upside |
|---|---|---|---|---|---|---|
| AMZN | $271.58 | +15.3% | 2.5x | $2.92T | 21.8 | +18% |
| ETN | $415.20 | +7.3% | 1.7x | $161.2B | 40.7 | +10% |
| GOOGL | $356.13 | +6.7% | 1.4x | $4.36T | 17.9 | +20% |
| VRT | $241.57 | +6.2% | 1.7x | $93.0B | 54.7 | +42% |
| COHR | $262.89 | +5.6% | 0.8x | $51.4B | 125.2 | +49% |
| ANET | $180.35 | +5.5% | 0.9x | $227.1B | 62.2 | +7% |
| MOD | $201.06 | +3.7% | 1.6x | $10.7B | 75.3 | +57% |
| FLNC | $13.93 | +3.4% | 0.6x | $2.6B | 71.3 | +34% |
| META | $556.71 | +3.3% | 1.3x | $1.42T | 21.0 | +38% |
| MSFT | $464.72 | +3.0% | 1.4x | $3.45T | 25.9 | +21% |
| LITE | $713.94 | +3.0% | 0.8x | $55.5B | 125.0 | +55% |
| NVDA | $200.75 | +2.9% | 0.9x | $4.86T | 30.8 | +51% |
| GNRC | $197.11 | +2.7% | 1.6x | $11.6B | 45.2 | +46% |
| SMCI | $28.40 | +2.4% | 0.6x | $18.4B | 14.9 | +33% |
| MRVL | $187.56 | +2.3% | 0.6x | $168.3B | 64.5 | +37% |
| WDC | $544.84 | +2.2% | 1.1x | $187.8B | 32.6 | +20% |
| CSCO | $115.99 | +2.1% | 0.7x | $457.2B | 38.7 | +12% |
| ORCL | $129.87 | +1.8% | 0.9x | $374.1B | 22.3 | +91% |
| KLAC | $182.82 | +1.4% | 1.0x | $238.8B | 50.0 | +26% |
| AMAT | $507.67 | +1.2% | 0.7x | $403.1B | 47.8 | +24% |
| GEV | $990.29 | +0.8% | 0.7x | $263.7B | 28.4 | +24% |
| TLN | $334.10 | +0.5% | 0.8x | $16.0B | 11.7 | +40% |
| STX | $856.13 | +0.5% | 1.3x | $193.7B | 61.7 | +29% |
| AVGO | $389.28 | +0.4% | 0.7x | $1.85T | 65.0 | +36% |
| ABBNY | $98.62 | +0.4% | 0.0x | $178.9B | 36.3 | -6% |
| TSM | $404.25 | +0.2% | 0.8x | $2.10T | 35.6 | +34% |
| HUBB | $472.55 | -0.2% | 1.1x | $25.0B | 28.0 | +20% |
| CEG | $262.75 | -0.3% | 0.5x | $93.8B | 22.8 | +34% |
| VST | $148.19 | -0.3% | 0.8x | $50.0B | 24.7 | +50% |
| POWL | $208.68 | -0.3% | 0.9x | $7.6B | 40.7 | +52% |
| BE | $205.81 | -0.6% | 1.6x | $60.6B | 270.8 | +33% |
| SCCO | $182.71 | -1.2% | 0.5x | $143.3B | 26.9 | -8% |
| FCX | $62.63 | -1.3% | 0.7x | $90.0B | 30.7 | +14% |
| ASML | $1629.00 | -1.4% | 0.8x | $625.7B | 55.9 | +31% |
| LRCX | $293.02 | -1.6% | 1.1x | $366.6B | 50.8 | +26% |
| AMD | $476.15 | -1.9% | 0.8x | $776.4B | 158.7 | +22% |
| MU | $823.03 | -5.9% | 1.0x | $929.5B | 18.6 | +85% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | Upside |
|---|---|---|---|---|---|
| GSAT | $83.38 | +4.1% | 1.7x | $10.7B | +8% |
| BKSY | $23.05 | +2.6% | 0.3x | $943.2M | +76% |
| PSN | $44.21 | +2.4% | 1.7x | $4.7B | +36% |
| LHX | $277.06 | +1.9% | 1.6x | $51.6B | +32% |
| BWXT | $168.70 | +1.9% | 0.9x | $15.5B | +41% |
| HWM | $282.26 | +1.8% | 0.8x | $112.9B | +11% |
| RDW | $8.62 | +1.8% | 0.5x | $2.1B | +73% |
| LMT | $582.74 | +1.5% | 1.1x | $134.5B | +8% |
| NOC | $542.48 | +1.4% | 0.5x | $77.1B | +19% |
| GE | $360.07 | +1.4% | 0.6x | $373.6B | +12% |
| PL | $20.48 | +1.3% | 0.5x | $7.3B | +96% |
| WWD | $360.75 | +1.3% | 1.2x | $21.3B | +24% |
| TDY | $655.57 | +1.0% | 0.9x | $30.4B | +15% |
| CW | $724.00 | +1.0% | 0.4x | $26.7B | +14% |
| ASTS | $58.98 | +0.9% | 0.4x | $22.9B | +36% |
| SPIR | $11.46 | +0.9% | 0.3x | $443.6M | +82% |
| KTOS | $46.60 | +0.9% | 0.5x | $8.7B | +135% |
| ARKX | $30.60 | +0.8% | 0.4x | - | - |
| XAR | $264.86 | +0.8% | 0.7x | - | - |
| LUNR | $12.34 | +0.7% | 0.6x | $2.0B | +230% |
| HEI | $356.36 | +0.6% | 0.7x | $49.8B | +8% |
| RKLB | $64.95 | +0.4% | 0.5x | $40.6B | +76% |
| RTX | $215.22 | +0.4% | 0.6x | $290.1B | +7% |
| SATS | $103.92 | +0.0% | 1.4x | $30.1B | +32% |
| UFO | $43.79 | -0.1% | 0.2x | - | - |
| SPCE | $2.55 | -0.4% | 0.3x | $327.8M | +38% |
| IRDM | $47.34 | -0.6% | 0.5x | $5.0B | -11% |
| VSAT | $76.93 | -0.9% | 0.5x | $10.6B | +22% |
| BA | $216.14 | -2.2% | 1.1x | $170.7B | +25% |
| DCO | $179.02 | -2.4% | 0.7x | $2.7B | +1% |
| DXYZ | $22.89 | -2.6% | 0.2x | $697.4M | - |
| MNTS | $4.05 | -10.4% | 0.3x | $76.3M | - |