Wednesday, August 05, 2026 - Generated 05:33 AM PT
Market color: Semiconductors led a broad rally as the S&P 500 hit fresh record highs, fueled by AI capex optimism and growing hopes for a Strait of Hormuz deal. Power and grid stocks lagged, with VST tumbling on Texas data center policy uncertainty.
| Symbol | Company | Timing | EPS Est. | Mkt Cap |
|---|---|---|---|---|
| LLY | Eli Lilly and Company | Before Open | $6.58 | $994.9B |
| SNDK | Sandisk Corporation | After Close | $34.52 | $211.7B |
| NONOF | Novo Nordisk A/S | Not Specified | $5.04 | $196.7B |
| NVO | Novo Nordisk A/S | Before Open | $4.98 | $195.8B |
| WDC | Western Digital Corporation | After Close | $3.29 | $189.1B |
| DIS | The Walt Disney Company | Before Open | $1.85 | $170.5B |
| SHOP | Shopify Inc. | Before Open | $0.4 | $160.0B |
| SMEGF | Siemens Energy AG | Not Specified | $1.19 | $150.0B |
| UBER | Uber Technologies, Inc. | Before Open | $0.83 | $146.5B |
| APP | AppLovin Corporation | After Close | $3.75 | $141.0B |
| CVS | CVS Health Corporation | Before Open | $1.85 | $133.2B |
| MCK | McKesson Corporation | After Close | $9.54 | $97.2B |
| IFNNY | Infineon Technologies AG | Before Open | $0.51 | $96.1B |
| MELI | MercadoLibre, Inc. | After Close | $8.94 | $95.7B |
| IFNNF | Infineon Technologies AG | Not Specified | $0.44 | $95.1B |
| DASH | DoorDash, Inc. | After Close | $0.47 | $88.2B |
| GLCNF | Glencore plc | Not Specified | - | $87.3B |
| GLNCY | Glencore plc | Not Specified | - | $87.1B |
| BAM | Brookfield Asset Management Ltd. | Before Open | $0.44 | $82.9B |
| PSX | Phillips 66 | Before Open | $7.5 | $82.5B |
Tracked stocks reporting today: WDC (After Close)
| Ticker | Name | Market | Price | Change | Vol/AVG | News |
|---|---|---|---|---|---|---|
| MRVL | Marvell | AI | $218.59 | +12.8% | 0.8x | Y |
| COHR | Coherent | AI | $323.73 | +12.4% | 1.5x | Y |
| ASTS | AST SpaceMobile | Space | $70.31 | +10.7% | 0.9x | Y |
| SMCI | Super Micro | AI | $31.69 | +10.6% | 0.9x | Y |
| RDW | Redwire | Space | $10.63 | +10.3% | 0.5x | Y |
| SPIR | Spire Global | Space | $13.48 | +9.8% | 0.6x | Y |
| LITE | Lumentum | AI | $849.47 | +8.9% | 1.2x | Y |
| GNRC | Generac | AI | $218.63 | +8.7% | 1.7x | Y |
| MNTS | Momentus | Space | $4.55 | +8.3% | 0.5x | Y |
| VST | Vistra | AI | $143.23 | -8.2% | 2.1x | Y |
| LRCX | Lam Research | AI | $317.74 | +7.9% | 1.2x | Y |
| FLNC | Fluence Energy | AI | $15.67 | +7.6% | 0.7x | Y |
| MU | Micron | AI | $892.67 | +7.6% | 0.7x | Y |
| AMD | AMD | AI | $518.58 | +7.0% | 1.2x | Y |
| KLAC | KLA Corp | AI | $195.45 | +6.9% | 1.0x | Y |
| Ticker | Market | Volume | Avg | Ratio | Change |
|---|---|---|---|---|---|
| VST | AI | 9.93M | 4.81M | 2.1x | -8.2% |
| POWL | AI | 1.57M | 763.4K | 2.1x | -3.8% |
[Yahoo Finance](https://finance.yahoo.com/technology/live/tech-stocks-today-spacex-amd-top-quarterly-results-but-fail-to-impress-wall-street-shares-sink-140419479.html) - 'This was not an exceptional result': Strategist talks AMD earnings & 'shocking' capex — AMD (AMD) reported second quarter results on Tuesday after the closing bell. Adjusted earnings per share (EPS) came in at $1.66 (compared to analyst estimates of $1.62), and revenue came in at $11.54 [Yahoo Finance Video](https://finance.yahoo.com/video/not-exceptional-result-strategist-talks-205254303.html) - Why Nvidia Stock Is the Big Winner From SpaceX Earnings — Nvidia stock was gaining early Wednesday after the chip maker got a vote of confidence from Elon Musk’s SpaceX It might not be hurting that its chief artificial-intelligence processor rival Advanc [Barrons.com](https://www.barrons.com/articles/nvidia-stock-price-spacex-musk-amd-19ae56b9?siteid=yhoof2&yptr=yahoo)
[Yahoo Finance](https://finance.yahoo.com/technology/live/tech-stocks-today-spacex-amd-top-quarterly-results-but-fail-to-impress-wall-street-shares-sink-140419479.html) - Stock market today: Dow and S&P 500 edge higher as Trump says Hormuz deal is close, Nasdaq digests tech earnings — Growing hopes that the Strait of Hormuz could soon reopen uplifted markets as earnings continued to roll in. [Yahoo Finance](https://finance.yahoo.com/markets/live/stock-market-today-wednesday-august-5-dow-sp-500-nasdaq-oil-093653327.html) - Marvell, Sandisk, SK Hynix lead semiconductor stock rally as S&P 500 trades at record highs — Semiconductor stocks led the S&P 500 to all-time highs on Tuesday. [Yahoo Finance](https://finance.yahoo.com/markets/article/marvell-sandisk-sk-hynix-lead-semiconductor-stock-rally-as-sp-500-trades-at-record-highs-172216048.html)
[Yahoo Finance](https://finance.yahoo.com/markets/article/marvell-sandisk-sk-hynix-lead-semiconductor-stock-rally-as-sp-500-trades-at-record-highs-172216048.html) - This Week In AI Chips - AI Efficiency Boost Through Multiverse And Qualcomm Collaboration — A recent collaboration between Multiverse Computing and Qualcomm Technologies aims to enhance the efficiency of AI operations in data centers globally. This partnership will optimize AI models specifi [Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/week-ai-chips-ai-efficiency-113756908.html) - US Ban on Chinese Optical Parts Hurts Hyperscalers, Report Says — (Bloomberg) -- A potential ban on the import of Chinese optical transceiver modules into the US would inflict collateral damage on US hyperscalers, exacerbating a supply bottleneck that no American fi [Bloomberg](https://finance.yahoo.com/technology/ai/articles/us-ban-chinese-optical-parts-082307752.html)
[Yahoo Finance](https://finance.yahoo.com/markets/article/marvell-sandisk-sk-hynix-lead-semiconductor-stock-rally-as-sp-500-trades-at-record-highs-172216048.html) - Amazon’s AWS CEO Just Sent Shivers Down the Spines of AI Bears. Supply is Mostly ‘Spoken For’ Through 2028. — AWS chief Matt Garman just posted something on X that stopped AI skeptics cold, and the suppliers quietly sitting on his order books are already feeling it in their stock prices. [24/7 Wall St.](https://247wallst.com/investing/2026/08/05/amazons-aws-ceo-just-sent-shivers-down-the-spines-of-ai-bears-supply-is-mostly-spoken-for-through-2028/) - US Ban on Chinese Optical Parts Hurts Hyperscalers, Report Says — (Bloomberg) -- A potential ban on the import of Chinese optical transceiver modules into the US would inflict collateral damage on US hyperscalers, exacerbating a supply bottleneck that no American fi [Bloomberg](https://finance.yahoo.com/technology/ai/articles/us-ban-chinese-optical-parts-082307752.html)
[Yahoo Finance](https://finance.yahoo.com/technology/live/tech-stocks-today-spacex-amd-top-quarterly-results-but-fail-to-impress-wall-street-shares-sink-140419479.html) - AI CapEx fears: Is big tech overspending? — Host Kenny Polcari joins Man Group Chief Market Strategist Kristina Hooper and Legato Financial CIO Ryan Kelly to debate the risks of massive AI CapEx spending and how a hawkish Federal Reserve could [Yahoo Finance Video](https://finance.yahoo.com/video/ai-capex-fears-big-tech-100000522.html) - Microsoft Extends Winning Streak Amid Earnings Surge; Is The Stock A Buy Now? — Microsoft stock is on a four-day winning streak after breaking out of a cup base at a pivot of 466.32 amid an earnings beat. [Investor's Business ](https://www.investors.com/research/microsoft-msft-stock-earnings-buy-now-august-2026/?src=A00220&yptr=yahoo)
[Yahoo Finance](https://finance.yahoo.com/technology/live/tech-stocks-today-spacex-amd-top-quarterly-results-but-fail-to-impress-wall-street-shares-sink-140419479.html) - AI CapEx fears: Is big tech overspending? — Host Kenny Polcari joins Man Group Chief Market Strategist Kristina Hooper and Legato Financial CIO Ryan Kelly to debate the risks of massive AI CapEx spending and how a hawkish Federal Reserve could [Yahoo Finance Video](https://finance.yahoo.com/video/ai-capex-fears-big-tech-100000522.html) - Got $500? 2 Magnificent AI Stocks to Buy Hand Over Fist Before the Anthropic IPO — Amazon and Alphabet are smart backdoor ways to gain exposure to Anthropic while owning two AI giants built to win (with or without the start-up). [Motley Fool](https://www.fool.com/investing/2026/08/05/magnificent-ai-stocks-buy-anthropic-ipo/)
[Yahoo Finance](https://finance.yahoo.com/technology/live/tech-stocks-today-spacex-amd-top-quarterly-results-but-fail-to-impress-wall-street-shares-sink-140419479.html) - Amazon’s AWS CEO Just Sent Shivers Down the Spines of AI Bears. Supply is Mostly ‘Spoken For’ Through 2028. — AWS chief Matt Garman just posted something on X that stopped AI skeptics cold, and the suppliers quietly sitting on his order books are already feeling it in their stock prices. [24/7 Wall St.](https://247wallst.com/investing/2026/08/05/amazons-aws-ceo-just-sent-shivers-down-the-spines-of-ai-bears-supply-is-mostly-spoken-for-through-2028/) - Kraft Heinz Q2 Earnings Call Highlights — Kraft Heinz (NASDAQ:KHC) said second-quarter results came in ahead of its expectations, prompting the food company to raise its full-year outlook for organic net sales while increasing planned 2026 in [MarketBeat](https://www.marketbeat.com/instant-alerts/kraft-heinz-q2-earnings-call-highlights-2026-08-05/?utm_source=yahoofinance&utm_medium=yahoofinance)
[Yahoo Finance](https://finance.yahoo.com/technology/live/tech-stocks-today-spacex-amd-top-quarterly-results-but-fail-to-impress-wall-street-shares-sink-140419479.html) - The Zacks Analyst Blog Highlights Berkshire Hathaway, Micron and Oracle — Berkshire Hathaway, Micron and Oracle highlight today's top stock reports, with updates on growth drivers, strengths and key risks shaping their outlooks. [Zacks](https://finance.yahoo.com/markets/stocks/articles/zacks-analyst-blog-highlights-berkshire-093000942.html) - Michael Burry Exits MSFT, Closes ORCL Short Position – Why He Changed His Tech Trades? — Burry’s trades come just as Big Tech delivered a robust set of quarterly earnings. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/michael-burry-exits-msft-closes-orcl-short-position-why-he-changed-his-tech-trades/cZo4lqhRJI4)
[Zacks](https://finance.yahoo.com/markets/stocks/articles/bull-day-amkor-amkr-092000813.html) - Pinnacle West Capital Corporation Q2 2026 Earnings Call Summary — Moby summary of Pinnacle West Capital Corporation's Q2 2026 earnings call [Moby](https://app.moby.co/home/research/tools/earningsCalendar/earnings-pinnacle-west-capital-corporation-q2-2026-earnings-call-summary?utm_source=yahoo_finance&utm_medium=rss) - Taiwan Semiconductor's AI Push Hits Surprising Milestone — Three major customers are driving a critical production shift [GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/taiwan-semiconductors-ai-push-hits-202554417.html)
| Ticker | Market | Price | Target | Upside |
|---|---|---|---|---|
| LUNR | Space | $13.96 | $39.22 | +181.0% |
| KTOS | Space | $51.87 | $108.62 | +109.4% |
| PL | Space | $22.83 | $40.10 | +75.6% |
| ORCL | AI | $145.74 | $248.15 | +70.3% |
| MU | AI | $892.67 | $1507.79 | +68.9% |
| BKSY | Space | $25.41 | $40.50 | +59.4% |
| SPIR | Space | $13.48 | $20.88 | +54.9% |
| VST | AI | $143.23 | $221.61 | +54.7% |
| MOD | AI | $201.71 | $310.29 | +53.8% |
| POWL | AI | $211.38 | $316.25 | +49.6% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | P/E | Upside |
|---|---|---|---|---|---|---|
| MRVL | $218.59 | +12.8% | 0.8x | $196.2B | 66.6 | +18% |
| COHR | $323.73 | +12.4% | 1.5x | $63.3B | 137.2 | +21% |
| SMCI | $31.69 | +10.6% | 0.9x | $20.5B | 15.1 | +19% |
| LITE | $849.47 | +8.9% | 1.2x | $66.1B | 137.0 | +30% |
| GNRC | $218.63 | +8.7% | 1.7x | $12.9B | 46.3 | +31% |
| LRCX | $317.74 | +7.9% | 1.2x | $397.6B | 51.0 | +16% |
| FLNC | $15.67 | +7.6% | 0.7x | $2.9B | 80.2 | +19% |
| MU | $892.67 | +7.6% | 0.7x | $1.01T | 18.8 | +69% |
| AMD | $518.58 | +7.0% | 1.2x | $845.6B | 161.0 | +12% |
| KLAC | $195.45 | +6.9% | 1.0x | $255.3B | 50.0 | +18% |
| AVGO | $418.16 | +6.6% | 1.1x | $1.99T | 65.3 | +26% |
| FCX | $67.30 | +5.8% | 0.9x | $94.2B | 31.2 | +7% |
| HUBB | $502.24 | +5.5% | 0.8x | $26.5B | 28.2 | +13% |
| AMAT | $546.62 | +5.5% | 0.8x | $434.0B | 48.8 | +15% |
| CSCO | $121.74 | +5.1% | 0.9x | $479.8B | 38.6 | +8% |
| SCCO | $195.16 | +5.0% | 0.8x | $162.8B | 27.6 | -14% |
| BE | $228.11 | +4.5% | 1.2x | $67.2B | 285.1 | +20% |
| ASML | $1711.89 | +4.2% | 0.8x | $657.5B | 56.2 | +25% |
| WDC | $548.56 | +4.0% | 0.9x | $189.1B | 31.5 | +20% |
| ANET | $190.51 | +3.0% | 1.4x | $239.9B | 63.7 | +1% |
| MOD | $201.71 | +3.0% | 0.8x | $10.7B | 77.3 | +54% |
| ORCL | $145.74 | +2.7% | 1.2x | $419.8B | 24.3 | +70% |
| TSM | $417.17 | +2.7% | 0.9x | $2.16T | 35.8 | +30% |
| VRT | $269.93 | +2.6% | 0.9x | $103.9B | 59.6 | +25% |
| NVDA | $211.94 | +2.6% | 0.8x | $5.13T | 31.6 | +43% |
| ABBNY | $101.57 | +2.5% | 0.1x | $184.2B | 37.3 | -9% |
| STX | $845.35 | +1.7% | 1.1x | $191.3B | 59.9 | +32% |
| ETN | $444.77 | +1.5% | 1.0x | $172.7B | 42.9 | +4% |
| GEV | $1018.53 | +1.2% | 0.8x | $271.3B | 28.9 | +21% |
| GOOGL | $377.65 | +1.1% | 1.1x | $4.62T | 18.7 | +13% |
| MSFT | $492.81 | +1.1% | 1.2x | $3.66T | 27.2 | +14% |
| META | $587.94 | -0.4% | 0.9x | $1.50T | 22.2 | +29% |
| TLN | $340.00 | -1.3% | 1.2x | $16.3B | 11.9 | +38% |
| AMZN | $277.42 | -2.3% | 1.4x | $2.99T | 22.8 | +16% |
| CEG | $267.25 | -2.4% | 1.0x | $95.4B | 23.8 | +31% |
| POWL | $211.38 | -3.8% | 2.1x | $7.7B | 43.1 | +50% |
| VST | $143.23 | -8.2% | 2.1x | $48.3B | 26.1 | +55% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | Upside |
|---|---|---|---|---|---|
| ASTS | $70.31 | +10.7% | 0.9x | $27.3B | +14% |
| RDW | $10.63 | +10.3% | 0.5x | $2.5B | +40% |
| SPIR | $13.48 | +9.8% | 0.6x | $521.8M | +55% |
| MNTS | $4.55 | +8.3% | 0.5x | $85.7M | - |
| LUNR | $13.96 | +6.6% | 1.2x | $2.2B | +181% |
| BKSY | $25.41 | +6.3% | 0.5x | $1.0B | +59% |
| PL | $22.83 | +6.0% | 0.4x | $8.1B | +76% |
| VSAT | $86.16 | +6.0% | 1.4x | $11.9B | +9% |
| RKLB | $74.48 | +5.8% | 0.7x | $46.5B | +50% |
| KTOS | $51.87 | +5.4% | 1.3x | $9.7B | +109% |
| ARKX | $33.20 | +5.1% | 0.5x | - | - |
| DCO | $191.86 | +4.9% | 0.8x | $2.9B | -6% |
| UFO | $47.57 | +4.7% | 0.5x | - | - |
| SPCE | $2.95 | +4.6% | 0.3x | $379.2M | +19% |
| XAR | $282.09 | +3.1% | 0.9x | - | - |
| WWD | $373.67 | +2.8% | 1.0x | $22.1B | +20% |
| LHX | $285.30 | +2.7% | 0.8x | $53.1B | +28% |
| IRDM | $49.61 | +2.7% | 0.5x | $5.3B | -15% |
| GE | $377.28 | +2.3% | 0.9x | $391.5B | +7% |
| TDY | $684.76 | +2.1% | 1.1x | $31.7B | +10% |
| PSN | $48.59 | +2.1% | 1.2x | $5.2B | +20% |
| HEI | $367.66 | +2.0% | 0.6x | $51.4B | +5% |
| DXYZ | $24.20 | +1.7% | 0.2x | $737.3M | - |
| BA | $237.16 | +1.6% | 1.0x | $187.3B | +15% |
| CW | $757.31 | +1.3% | 0.8x | $28.0B | +9% |
| HWM | $288.20 | +0.6% | 0.9x | $115.3B | +9% |
| RTX | $217.93 | +0.6% | 1.2x | $293.7B | +6% |
| NOC | $551.55 | +0.6% | 0.6x | $78.4B | +17% |
| LMT | $589.33 | +0.5% | 0.9x | $136.0B | +7% |
| SATS | $103.92 | +0.0% | 1.4x | $30.1B | +32% |
| GSAT | $83.69 | -0.6% | 0.7x | $10.8B | +8% |
| BWXT | $172.40 | -0.8% | 1.4x | $15.8B | +36% |