Tuesday, August 04, 2026 - Generated 05:35 AM PT
Market color: Stocks rallied Monday with the Dow hitting a record as Trump announced renewed Iran peace talks, cooling oil prices. Big Tech extended its post-earnings surge — Microsoft, Amazon, and Meta jumped after strong Q2 results last week — while a proposed US ban on Chinese data center hardware imports sent optical component makers (COHR, LITE, MRVL) soaring. AI-driven power demand continued to lift utility and infrastructure names, and the space sector saw a broad risk-on bounce ahead of key catalysts including Boeing's 737 MAX 7 FAA certification, Rocket Lab's record Pentagon contract, and AST SpaceMobile's BlueBird satellite launch.
| Symbol | Company | Timing | EPS Est. | Mkt Cap |
|---|---|---|---|---|
| SPCX | Space Exploration Technologies Corp | After Close | $-0.29 | $1.51T |
| AMD | Advanced Micro Devices, Inc. | After Close | $1.61 | $790.3B |
| CAT | Caterpillar Inc. | Before Open | $6.2 | $382.3B |
| HSBC | HSBC Holdings plc | Before Open | $2.33 | $369.9B |
| HBCYF | HSBC Holdings plc | Not Specified | $0.43 | $362.3B |
| MRK | Merck & Co., Inc. | Before Open | $-0.26 | $315.6B |
| ANET | Arista Networks, Inc. | After Close | $0.89 | $232.8B |
| TOYOF | Toyota Motor Corporation | Not Specified | $82.02 | $222.6B |
| AMGN | Amgen Inc. | After Close | $5.62 | $204.5B |
| MCD | McDonald's Corporation | Before Open | $3.32 | $188.4B |
| GILD | Gilead Sciences, Inc. | After Close | $-7.25 | $162.8B |
| BKNG | Booking Holdings Inc. | After Close | $2.44 | $149.3B |
| PFE | Pfizer Inc. | Before Open | $0.68 | $142.7B |
| BP | BP p.l.c. | Before Open | $1.78 | $114.0B |
| BPAQF | BP p.l.c. | Not Specified | $0.33 | $113.1B |
| SPOT | Spotify Technology S.A. | Before Open | $2.75 | $100.0B |
| DUK | Duke Energy Corporation | Before Open | $1.3 | $96.9B |
| ITUB | Itaú Unibanco Holding S.A. | Not Specified | $0.22 | $93.6B |
| MPC | Marathon Petroleum Corporation | Before Open | $13.95 | $89.6B |
| CMI | Cummins Inc. | Before Open | $7.17 | $89.5B |
Tracked stocks reporting today: AMD (After Close), ANET (After Close)
| Ticker | Name | Market | Price | Change | Vol/AVG | News |
|---|---|---|---|---|---|---|
| RDW | Redwire | Space | $9.64 | +11.8% | 0.5x | Y |
| SPCE | Virgin Galactic | Space | $2.82 | +10.6% | 0.3x | Y |
| COHR | Coherent | AI | $288.14 | +9.6% | 0.9x | Y |
| LITE | Lumentum | AI | $779.89 | +9.2% | 0.8x | Y |
| ORCL | Oracle | AI | $141.85 | +9.2% | 1.6x | Y |
| VRT | Vertiv | AI | $263.05 | +8.9% | 1.5x | Y |
| RKLB | Rocket Lab | Space | $70.43 | +8.4% | 0.6x | Y |
| BA | Boeing | Space | $233.49 | +8.0% | 1.6x | Y |
| ASTS | AST SpaceMobile | Space | $63.52 | +7.7% | 0.6x | Y |
| PSN | Parsons | Space | $47.61 | +7.7% | 1.5x | Y |
| SPIR | Spire Global | Space | $12.28 | +7.2% | 0.4x | Y |
| LUNR | Intuitive Machines | Space | $13.10 | +6.2% | 0.7x | Y |
| BE | Bloom Energy | AI | $218.32 | +6.1% | 1.3x | Y |
| META | Meta | AI | $590.24 | +6.0% | 1.3x | Y |
| VSAT | Viasat | Space | $81.29 | +5.7% | 1.3x | Y |
| Ticker | Market | Volume | Avg | Ratio | Change |
|---|---|---|---|---|---|
| LHX | Space | 3.00M | 1.41M | 2.1x | +0.3% |
[Yahoo Finance Video](https://finance.yahoo.com/video/tech-stocks-rally-kick-off-213000641.html) - AMD vs. Sandisk: Which company will get some post-earnings market love? — AMD (AMD) and Sandisk (SNDK) are both set to report quarterly earnings this week. Zacks Investment Management chief market strategist Brian Mulberry, Yahoo Finance Senior Business Reporter Ines Ferré, [Yahoo Finance Video](https://finance.yahoo.com/video/amd-vs-sandisk-company-post-160000399.html) - This valuation signal shows how investors are rethinking tech stocks — Good to see a more rational set of valuations on the biggest companies. [Yahoo Finance](https://finance.yahoo.com/markets/article/this-valuation-signal-shows-how-investors-are-rethinking-tech-stocks-144411798.html)
[Yahoo Finance](https://finance.yahoo.com/markets/live/earnings-live-updates-130425228.html) - Tech stocks rally to kick off August. Can chipmakers keep up with demand? — US stocks (^DJI, ^IXIC, ^GSPC) surge ahead to close out the first trading day of August with daily gains, the Nasdaq Composite rising by 2.13%. Cboe senior vice president JJ Kinahan joins Josh Lipton [Yahoo Finance Video](https://finance.yahoo.com/video/tech-stocks-rally-kick-off-213000641.html) - AMD vs. Sandisk: Which company will get some post-earnings market love? — AMD (AMD) and Sandisk (SNDK) are both set to report quarterly earnings this week. Zacks Investment Management chief market strategist Brian Mulberry, Yahoo Finance Senior Business Reporter Ines Ferré, [Yahoo Finance Video](https://finance.yahoo.com/video/amd-vs-sandisk-company-post-160000399.html)
[Trefis](https://www.trefis.com/articles/609831/how-patience-re-prices-marvell-technology-stock/2026-08-04) - Nvidia, Dell Back AI Cloud Startup Volta at $2.4 Billion Value — (Bloomberg) -- Volta Infra Holdings Ltd., a new artificial intelligence cloud company, has raised $300 million in venture funding and secured an additional $5 billion worth of financing to help a wide [Bloomberg](https://finance.yahoo.com/technology/ai/articles/nvidia-dell-back-ai-cloud-110004506.html) - Inside Google’s $200bn Wall Street finance machine for Anthropic — Google has assembled one of the largest infrastructure financing programmes in history to sell more than $150bn of AI chips destined for Anthropic... [Financial Times](https://finance.yahoo.com/technology/ai/articles/inside-google-200bn-wall-street-040016935.html)
[Yahoo Finance](https://finance.yahoo.com/markets/article/semiconductor-stocks-pare-losses-amid-fears-of-increased-competition-from-china-133938642.html) - Dow hits record, Palantir stock jumps 16% on Q2 earnings — Oil prices are also climbing Tuesday after a report of a ship being struck in the Strait of Hormuz [Quartz](https://qz.com/dow-record-palantir-stock-earnings-premarket-080426) - COHR, LITE, POET, AAOI, MRVL Stocks Gain On Trump’s Reported China Ban On Data Center Import Parts — According to a Reuters report, the move could benefit Coherent and Lumentum by shifting demand toward U.S.-made optical transceivers. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/cohr-lite-poet-aaoi-mrvl-stocks-gains-trump-china-ban-data-center-parts/cZo5KLkRJEa)
[Yahoo Finance](https://finance.yahoo.com/technology/article/amd-to-report-q2-earnings-as-chip-stocks-continue-to-waver-110000620.html) - Why Microsoft, Amazon, & other Big Tech stocks are soaring post-earnings — Big Tech stocks are soaring after the companies reported earnings last week, namely Microsoft (MSFT) and Amazon (AMZN). Yahoo Finance Technology Editor Dan Howley takes a closer look. [Yahoo Finance Video](https://finance.yahoo.com/video/why-microsoft-amazon-other-big-195257279.html) - Amazon, Meta, and Microsoft stocks surge as AI hyperscalers post strong earnings results — Shares of hyperscaler companies climbed higher on Monday. [Yahoo Finance](https://finance.yahoo.com/technology/article/amazon-meta-and-microsoft-stocks-surge-as-ai-hyperscalers-post-strong-earnings-results-163729332.html)
[Yahoo Finance Video](https://finance.yahoo.com/video/why-microsoft-amazon-other-big-195257279.html) - Amazon, Meta, and Microsoft stocks surge as AI hyperscalers post strong earnings results — Shares of hyperscaler companies climbed higher on Monday. [Yahoo Finance](https://finance.yahoo.com/technology/article/amazon-meta-and-microsoft-stocks-surge-as-ai-hyperscalers-post-strong-earnings-results-163729332.html) - Stocks are ignoring higher bond yields, but that can't last for 'very long' — Treasury yields (^FVX, ^TNX, ^TYX) have been soaring, putting pressure on the Federal Reserve. Yahoo Finance Senior Business Reporter Ines Ferré and Zacks Investment Management chief market strategist [Yahoo Finance Video](https://finance.yahoo.com/video/stocks-ignoring-higher-bond-yields-140933047.html)
[Yahoo Finance](https://finance.yahoo.com/technology/live/tech-stocks-today-microsoft-amazon-jump-after-last-weeks-strong-earnings-140419479.html) - The AI spending boom is hitting a key Wall Street metric: Chart of the Day — The AI spending boom is becoming so large so quickly that it's hitting an important metric watched by investors: free cash flow. [Yahoo Finance](https://finance.yahoo.com/technology/article/the-ai-spending-boom-is-hitting-a-key-wall-street-metric-chart-of-the-day-181157588.html) - Here's the single biggest reason the bull market is broadening — Look no further than Big Tech's free cash flow concerns. [Yahoo Finance](https://finance.yahoo.com/markets/article/heres-the-single-biggest-reason-the-bull-market-is-broadening-142744291.html)
[Yahoo Finance](https://finance.yahoo.com/technology/article/big-techs-cloud-backlog-just-hit-23-trillion--and-its-feeding-ai-capex-plans-181459457.html) - Meta Has the Proof and Oracle Has the Backlog. Neither Has Both. — Which big tech giants can actually prove their AI spending is paying off? Microsoft and Amazon show some clear numbers; the rest will make you squint. [Motley Fool](https://www.fool.com/investing/2026/08/04/meta-has-the-proof-and-oracle-has-the-backlog/) - Oracle Shares Jump 9% as AI Momentum and Google Partnership Boost Sentiment — Oracle (NYSE:ORCL) shares rallied 9. 22% on Monday, August 3, extending their recent recovery and lifting the stock’s gain over the past week to 18. [InvestorsHub](https://investorshub.advfn.com/market-news/article/33290/oracle-shares-jump-9-as-ai-momentum-and-google-partnership-boost-sentiment)
[Motley Fool](https://www.fool.com/investing/2026/08/04/druckenmiller-hold-tsmc-chip-nvidia-amd/) - Asia Hedge Funds Suffer Widespread Losses in July Market Rout — (Bloomberg) -- Asia-based hedge funds logged extensive losses in July, as the tech selloff led to what Goldman Sachs Group Inc. prime brokers said was the worst month for regional stockpickers on reco [Bloomberg](https://finance.yahoo.com/markets/stocks/articles/asia-hedge-funds-suffer-widespread-084707489.html) - Palantir's ‘Rule Of 40’ Score Hit 155% — Here's The Math And Why It Matters For Software Valuations — The metric adds a company’s year-over-year revenue growth rate to its profit margin and is most commonly applied to enterprise software and SaaS companies. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/palantir-s-rule-of-40-score-hit-155-here-s-the-math-and-why-it-matters-for-software-valuations/cZo5OP3RJER)
| Ticker | Market | Price | Target | Upside |
|---|---|---|---|---|
| LUNR | Space | $13.10 | $39.22 | +199.4% |
| KTOS | Space | $49.21 | $109.33 | +122.2% |
| PL | Space | $21.53 | $40.10 | +86.3% |
| MU | AI | $829.50 | $1507.79 | +81.8% |
| ORCL | AI | $141.85 | $248.15 | +74.9% |
| SPIR | Space | $12.28 | $20.88 | +70.0% |
| BKSY | Space | $23.90 | $40.50 | +69.5% |
| RKLB | Space | $70.43 | $114.47 | +62.5% |
| MOD | AI | $195.92 | $315.86 | +61.2% |
| RDW | Space | $9.64 | $14.88 | +54.3% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | P/E | Upside |
|---|---|---|---|---|---|---|
| COHR | $288.14 | +9.6% | 0.9x | $56.4B | 124.7 | +36% |
| LITE | $779.89 | +9.2% | 0.8x | $60.7B | 136.6 | +42% |
| ORCL | $141.85 | +9.2% | 1.6x | $408.6B | 24.3 | +75% |
| VRT | $263.05 | +8.9% | 1.5x | $101.3B | 59.5 | +29% |
| BE | $218.32 | +6.1% | 1.3x | $64.3B | 287.3 | +25% |
| META | $590.24 | +6.0% | 1.3x | $1.50T | 22.2 | +30% |
| ETN | $438.23 | +5.5% | 1.2x | $170.2B | 42.9 | +4% |
| POWL | $219.72 | +5.3% | 1.8x | $8.0B | 42.8 | +44% |
| VST | $155.94 | +5.2% | 0.7x | $52.6B | 24.8 | +42% |
| MSFT | $487.65 | +4.9% | 1.5x | $3.62T | 25.9 | +15% |
| GOOGL | $373.51 | +4.9% | 1.2x | $4.57T | 18.7 | +14% |
| AMZN | $284.02 | +4.6% | 1.7x | $3.06T | 22.8 | +13% |
| FLNC | $14.56 | +4.5% | 0.6x | $2.7B | 74.5 | +28% |
| CEG | $273.71 | +4.2% | 0.6x | $97.7B | 23.8 | +29% |
| MRVL | $193.78 | +3.3% | 0.5x | $173.9B | 64.6 | +33% |
| TLN | $344.49 | +3.1% | 0.9x | $16.5B | 12.1 | +36% |
| NVDA | $206.64 | +2.9% | 0.8x | $5.01T | 31.7 | +46% |
| ANET | $184.89 | +2.5% | 0.8x | $232.8B | 63.8 | +4% |
| GNRC | $201.21 | +2.1% | 1.4x | $11.8B | 46.1 | +42% |
| AMAT | $518.21 | +2.1% | 0.6x | $411.4B | 48.8 | +21% |
| AMD | $484.64 | +1.8% | 0.7x | $790.3B | 161.5 | +20% |
| SCCO | $185.91 | +1.8% | 0.6x | $155.1B | 27.4 | -10% |
| GEV | $1006.76 | +1.7% | 0.6x | $268.1B | 28.9 | +22% |
| FCX | $63.64 | +1.6% | 0.5x | $91.5B | 31.2 | +13% |
| SMCI | $28.64 | +0.8% | 0.4x | $18.5B | 15.1 | +32% |
| ASML | $1642.52 | +0.8% | 0.7x | $630.9B | 56.3 | +30% |
| MU | $829.50 | +0.8% | 0.8x | $936.8B | 18.6 | +82% |
| AVGO | $392.23 | +0.8% | 0.7x | $1.87T | 64.9 | +35% |
| HUBB | $476.04 | +0.7% | 1.0x | $25.2B | 28.2 | +19% |
| LRCX | $294.61 | +0.5% | 0.8x | $368.6B | 50.8 | +25% |
| ABBNY | $99.12 | +0.5% | 0.0x | $179.8B | 36.4 | -7% |
| TSM | $406.11 | +0.5% | 0.8x | $2.11T | 35.6 | +33% |
| KLAC | $182.75 | -0.0% | 0.8x | $238.7B | 49.9 | +26% |
| CSCO | $115.86 | -0.1% | 0.7x | $456.7B | 38.6 | +12% |
| MOD | $195.92 | -2.6% | 1.0x | $10.4B | 75.1 | +61% |
| STX | $831.06 | -2.9% | 1.1x | $188.0B | 61.7 | +33% |
| WDC | $527.22 | -3.2% | 1.0x | $181.7B | 31.5 | +24% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | Upside |
|---|---|---|---|---|---|
| RDW | $9.64 | +11.8% | 0.5x | $2.3B | +54% |
| SPCE | $2.82 | +10.6% | 0.3x | $362.5M | +25% |
| RKLB | $70.43 | +8.4% | 0.6x | $44.0B | +62% |
| BA | $233.49 | +8.0% | 1.6x | $184.4B | +16% |
| ASTS | $63.52 | +7.7% | 0.6x | $24.7B | +27% |
| PSN | $47.61 | +7.7% | 1.5x | $5.1B | +26% |
| SPIR | $12.28 | +7.2% | 0.4x | $475.4M | +70% |
| LUNR | $13.10 | +6.2% | 0.7x | $2.1B | +199% |
| VSAT | $81.29 | +5.7% | 1.3x | $11.2B | +16% |
| KTOS | $49.21 | +5.6% | 0.7x | $9.2B | +122% |
| PL | $21.53 | +5.1% | 0.5x | $7.7B | +86% |
| DXYZ | $23.80 | +4.0% | 0.2x | $725.1M | - |
| UFO | $45.45 | +3.8% | 0.9x | - | - |
| MNTS | $4.20 | +3.7% | 0.2x | $79.1M | - |
| BKSY | $23.90 | +3.7% | 0.4x | $978.0M | +70% |
| XAR | $273.63 | +3.3% | 0.8x | - | - |
| CW | $747.67 | +3.3% | 0.6x | $27.6B | +10% |
| ARKX | $31.59 | +3.2% | 0.4x | - | - |
| BWXT | $173.79 | +3.0% | 1.0x | $15.9B | +37% |
| GE | $368.93 | +2.5% | 0.5x | $382.8B | +10% |
| TDY | $670.56 | +2.3% | 0.9x | $31.1B | +12% |
| DCO | $182.83 | +2.1% | 0.7x | $2.8B | -1% |
| IRDM | $48.32 | +2.1% | 0.5x | $5.1B | -13% |
| HWM | $286.34 | +1.4% | 0.5x | $114.6B | +9% |
| HEI | $360.44 | +1.1% | 0.6x | $50.4B | +7% |
| NOC | $548.47 | +1.1% | 0.7x | $77.9B | +17% |
| GSAT | $84.18 | +1.0% | 1.4x | $10.8B | +7% |
| WWD | $363.57 | +0.8% | 1.1x | $21.5B | +24% |
| RTX | $216.65 | +0.7% | 0.4x | $292.0B | +6% |
| LMT | $586.29 | +0.6% | 0.8x | $135.3B | +7% |
| LHX | $277.86 | +0.3% | 2.1x | $51.7B | +32% |
| SATS | $103.92 | +0.0% | 1.4x | $30.1B | +32% |