Monday, August 03, 2026 - Generated 05:33 AM PT
Market color: Magnificent Seven tech stocks led a broad market rebound after post-earnings rallies from Amazon and Eaton, with risk-on sentiment spreading across AI hardware, optics, and data-center plays. The rally was broad but selective — memory stocks underperformed as Chinese competition fears weighed on Micron, while smaller space names gave back SpaceX IPO gains.
| Symbol | Company | Timing | EPS Est. | Mkt Cap |
|---|---|---|---|---|
| PLTR | Palantir Technologies Inc. | After Close | $0.35 | $295.0B |
| MUFG | Mitsubishi UFJ Financial Group, Inc | Not Specified | $0.29 | $253.2B |
| MBFJF | Mitsubishi UFJ Financial Group, Inc | Not Specified | $43.15 | $241.7B |
| VRTX | Vertex Pharmaceuticals Incorporated | After Close | $4.75 | $121.1B |
| MSBHF | Mitsubishi Corporation | Not Specified | $51.65 | $114.7B |
| MTSUY | Mitsubishi Corporation | Not Specified | - | $109.0B |
| MAR | Marriott International, Inc. | Before Open | $3.08 | $98.3B |
| WMB | The Williams Companies, Inc. | After Close | $0.5 | $87.5B |
| ITOCY | ITOCHU Corporation | Not Specified | - | $87.4B |
| ITOCF | ITOCHU Corporation | Not Specified | $43.07 | $83.2B |
| WUXIF | WuXi AppTec Co., Ltd. | Not Specified | $1.56 | $60.0B |
| OKE | ONEOK, Inc. | After Close | $1.45 | $57.2B |
| FANG | Diamondback Energy, Inc. | After Close | $5.98 | $57.1B |
| MARUF | Marubeni Corporation | Not Specified | $101.26 | $52.9B |
| EC | Ecopetrol S.A. | After Close | $0.71 | $34.5B |
| ON | ON Semiconductor Corporation | After Close | $0.72 | $31.8B |
| ICTEF | International Container Terminal Se | Not Specified | - | $31.4B |
| SATS | EchoStar Corporation | Before Open | $-0.09 | $30.1B |
| ECHO | EchoStar Corporation | Before Open | $2.62 | $24.4B |
| L | Loews Corporation | Before Open | - | $23.9B |
Tracked stocks reporting today: SATS (Before Open), BWXT (After Close)
| Ticker | Name | Market | Price | Change | Vol/AVG | News |
|---|---|---|---|---|---|---|
| AMZN | Amazon | AI | $271.58 | +15.3% | 2.6x | 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% | 1.5x | 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 | 129.05M | 49.46M | 2.6x | +15.3% |
[24/7 Wall St.](https://247wallst.com/investing/2026/08/03/is-soundhound-ai-in-play-the-acquisition-case-for-this-voice-ai-specialist/) - Caterpillar's Order Backlog Hit a Record $63 Billion. Will Tuesday's Report Show AI Power Demand Still Filling It? — The maker of bulldozers and mining trucks has become a power supplier to the AI build-out. Tuesday tests how long the orders can keep coming. [Motley Fool](https://www.fool.com/investing/2026/08/03/caterpillars-order-backlog-hit-a-record-63-billion/) - Goldman Sachs Has Stark Message for AI Stock Investors — Goldman Sachs Says Strong Earnings Could Rescue the AI Trade [GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/goldman-sachs-stark-message-ai-120644936.html)
[Yahoo Finance](https://finance.yahoo.com/technology/article/amd-to-report-q2-earnings-as-chip-stocks-continue-to-waver-110000620.html) - Earnings to watch this week: SpaceX's first earnings report, Disney, AMD, & McDonald's — Yahoo Finance's Josh Lipton takes a closer look at the biggest quarterly earnings reports for investors to keep an eye on this week, including McDonald's (MCD), SpaceX (SPCX), Disney (DIS), and AMD (A [Yahoo Finance Video](https://finance.yahoo.com/video/earnings-watch-week-spacexs-first-180000072.html) - AMD Q2 Earnings On Deck: What To Expect — AMD earnings are coming. Its AI chip push could be the key to the stock [GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/amd-q2-earnings-deck-expect-120615704.html)
[GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/goldman-sachs-stark-message-ai-120644936.html) - This Week In AI Chips - Palomino's Strategic Acquisition Boosts AI Interconnect Market Expansion — Palomino Laboratories has completed its acquisition of Vega Links, positioning itself as a key player in the next-generation AI interconnect field. This strategic move significantly expands Palomino's [Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/week-ai-chips-palominos-strategic-113741943.html) - Microsoft joins, Broadcom exits Goldman’s top-stocks list — Investing.com -- Goldman Sachs reshuffled its U.S. Conviction List in its August update, adding Microsoft and five other names while removing Broadcom and three others. [Investing.com](https://finance.yahoo.com/markets/stocks/articles/microsoft-joins-broadcom-exits-goldman-110015714.html)
[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)
[Yahoo Finance](https://finance.yahoo.com/technology/article/amd-to-report-q2-earnings-as-chip-stocks-continue-to-waver-110000620.html) - Is SoundHound AI in Play? The Acquisition Case for This Voice-AI Specialist — SoundHound AI has built something rare in the voice-AI space: a platform that major automakers, restaurant chains, banks, and smart TV brands all depend on. Now, with shares down sharply and a transfo [24/7 Wall St.](https://247wallst.com/investing/2026/08/03/is-soundhound-ai-in-play-the-acquisition-case-for-this-voice-ai-specialist/) - Goldman Sachs Has Stark Message for AI Stock Investors — Goldman Sachs Says Strong Earnings Could Rescue the AI Trade [GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/goldman-sachs-stark-message-ai-120644936.html)
[24/7 Wall St.](https://247wallst.com/investing/2026/08/03/is-soundhound-ai-in-play-the-acquisition-case-for-this-voice-ai-specialist/) - ‘Absolutely the right time’ for geothermal – Q&A with Baker Hughes Geothermal VP — Increasing global energy demand and improvements in drilling technology have driven oil and gas majors to invest in geothermal. [Offshore Technology](https://www.offshore-technology.com/features/absolutely-the-right-time-for-geothermal-qa-with-baker-hughes-geothermal-vp/) - Alphabet (GOOGL) Faces Wrongful Death Lawsuit Over YouTube Claims About Targeting Minors — A new wrongful death lawsuit has been filed against several tech companies, including Alphabet's YouTube. The complaint alleges that social media platforms knowingly targeted minors and concealed risk [Simply Wall St.](https://finance.yahoo.com/markets/stocks/articles/alphabet-googl-faces-wrongful-death-120736816.html)
[GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/goldman-sachs-stark-message-ai-120644936.html) - Buy the SOXX Down 23% From Its Highs? Amazon, Alphabet, Meta Platforms, Microsoft, and Oracle Just Gave Investors 830 Bi — Major cloud companies all reported stellar growth, paving the way for more AI spending. [Motley Fool](https://www.fool.com/investing/2026/08/03/buy-the-soxx-down-23-from-its-highs-830-billion/) - Magnificent Seven Tech Stocks Rally in Broader Market Rebound — Big Tech stocks were getting some love from investors on Monday after the prospect of peace talks between the U.S. and Iran soothed Wall Street. Roundhill's Magnificent Seven exchange-traded fund clim [Barrons.com](https://www.barrons.com/livecoverage/stock-market-news-today-080326/card/magnificent-seven-tech-stocks-rally-in-broader-market-rebound-47ix3b1goBzWxk0OVkoo?siteid=yhoof2&yptr=yahoo)
[Motley Fool](https://www.fool.com/investing/2026/08/03/oracle-inks-10-year-7-billion-contract-with-dod-wh/) - Buy the SOXX Down 23% From Its Highs? Amazon, Alphabet, Meta Platforms, Microsoft, and Oracle Just Gave Investors 830 Bi — Major cloud companies all reported stellar growth, paving the way for more AI spending. [Motley Fool](https://www.fool.com/investing/2026/08/03/buy-the-soxx-down-23-from-its-highs-830-billion/) - Oracle’s Massive AI Bet Has Already Cost Larry Ellison $207 Billion. Analyst Warns the AI Bubble Is 17 Times Bigger Than — Larry Ellison's Oracle gambled its balance sheet on an AI future that analysts are now calling the most dangerous financial bubble in history, and the bill is coming due faster than anyone expected. [24/7 Wall St.](https://247wallst.com/investing/2026/08/03/oracles-massive-ai-bet-has-already-cost-larry-ellison-207-billion-analyst-warns-the-ai-bubble-is-17-times-bigger-than-the-dot-com-bubble/)
[Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/taiwan-semiconductor-manufacturing-company-limited-115224595.html) - Got $1,000? Taiwan Semiconductor Manufacturing's $100 Billion Arizona Investment Makes It a Must-Own Stock — Taiwan Semiconductor is checking a lot of boxes with its Arizona investment. [Motley Fool](https://www.fool.com/investing/2026/08/02/got-1000-taiwan-semiconductors-100-billion-arizona/) - ASML vs. TSMC: Which Semiconductor Supply Chain Stock Is the Better AI Play? — Both companies play important roles in the building boom from artificial intelligence. [Motley Fool](https://www.fool.com/investing/2026/08/02/asml-vs-tsmc-which-semiconductor-supply-chain-stoc/)
| Ticker | Market | Price | Target | Upside |
|---|---|---|---|---|
| LUNR | Space | $12.34 | $39.22 | +217.8% |
| 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% | 2.6x | $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 | +40% |
| 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% | 1.5x | $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% | 0.8x | $403.1B | 47.8 | +24% |
| GEV | $990.29 | +0.8% | 0.7x | $263.7B | 28.4 | +24% |
| STX | $856.13 | +0.5% | 1.3x | $193.7B | 61.7 | +29% |
| TLN | $334.10 | +0.5% | 0.8x | $16.0B | 11.7 | +40% |
| ABBNY | $98.62 | +0.4% | 0.0x | $178.9B | 36.3 | -6% |
| AVGO | $389.28 | +0.4% | 0.8x | $1.85T | 65.0 | +36% |
| TSM | $404.25 | +0.2% | 0.8x | $2.10T | 35.6 | +34% |
| HUBB | $472.55 | -0.2% | 1.1x | $25.0B | 28.0 | +20% |
| VST | $148.19 | -0.3% | 0.8x | $50.0B | 24.7 | +50% |
| POWL | $208.68 | -0.3% | 0.9x | $7.6B | 40.7 | +52% |
| CEG | $262.75 | -0.3% | 0.5x | $93.8B | 22.8 | +34% |
| 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% |
| CW | $724.00 | +1.0% | 0.4x | $26.7B | +14% |
| TDY | $655.57 | +1.0% | 0.9x | $30.4B | +15% |
| KTOS | $46.60 | +0.9% | 0.5x | $8.7B | +135% |
| ASTS | $58.98 | +0.9% | 0.4x | $22.9B | +36% |
| SPIR | $11.46 | +0.9% | 0.3x | $443.6M | +82% |
| ARKX | $30.60 | +0.8% | 0.4x | - | - |
| XAR | $264.86 | +0.8% | 0.7x | - | - |
| LUNR | $12.34 | +0.7% | 0.6x | $2.0B | +218% |
| 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 | - |