Thursday, August 06, 2026 - Generated 05:33 AM PT
Market color: The Dow hit a new high while tech and chips broadly pulled back. AMD's post-earnings slide on capex-driven revenue concerns rippled through the semiconductor space, dragging Marvell, Lam Research, and memory names lower. GOOGL fell after AI architect Jeff Dean quit, sparking fears of falling behind. Nvidia rallied on Musk's SpaceX chip exclusivity, Arista surged on a record $3B quarter, and Kratos Defense jumped on strong Q2 results.
| Symbol | Company | Timing | EPS Est. | Mkt Cap |
|---|---|---|---|---|
| SIEGY | Siemens Aktiengesellschaft | Not Specified | $1.36 | $254.6B |
| SMAWF | Siemens Aktiengesellschaft | Not Specified | $2.75 | $247.4B |
| SFTBY | SoftBank Group Corp. | Not Specified | - | $206.8B |
| SFTBF | SoftBank Group Corp. | Not Specified | $20.48 | $204.6B |
| DBSDY | DBS Group Holdings Ltd | Not Specified | - | $163.3B |
| DBSDF | DBS Group Holdings Ltd | Not Specified | $1.02 | $159.2B |
| DTEGF | Deutsche Telekom AG | Not Specified | $0.57 | $155.7B |
| DTEGY | Deutsche Telekom AG | Before Open | - | $155.5B |
| COP | ConocoPhillips | Before Open | $2.92 | $140.2B |
| PH | Parker-Hannifin Corporation | Before Open | $8.27 | $125.7B |
| PBR | Petróleo Brasileiro S.A. - Petrobra | After Close | $1.4 | $118.3B |
| HWM | Howmet Aerospace Inc. | Before Open | $1.25 | $116.6B |
| ZURVY | Zurich Insurance Group AG | Not Specified | - | $112.4B |
| ZFSVF | Zurich Insurance Group AG | Not Specified | - | $109.2B |
| NET | Cloudflare, Inc. | After Close | $0.27 | $104.0B |
| DDOG | Datadog, Inc. | Before Open | $0.58 | $100.8B |
| CEG | Constellation Energy Corporation | Before Open | $2.34 | $94.7B |
| MNST | Monster Beverage Corporation | After Close | $0.58 | $92.4B |
| ABNB | Airbnb, Inc. | After Close | $1.25 | $90.5B |
| NTTYY | NTT, Inc. | Not Specified | - | $77.5B |
Tracked stocks reporting today: HWM (Before Open), CEG (Before Open)
| Ticker | Name | Market | Price | Change | Vol/AVG | News |
|---|---|---|---|---|---|---|
| FLNC | Fluence Energy | AI | $14.23 | -9.2% | 1.4x | Y |
| AMD | AMD | AI | $482.05 | -7.0% | 1.5x | Y |
| MNTS | Momentus | Space | $4.24 | -6.8% | 0.3x | Y |
| KTOS | Kratos Defense | Space | $55.34 | +6.7% | 1.9x | Y |
| VSAT | Viasat | Space | $81.03 | -6.0% | 1.5x | Y |
| WDC | Western Digital | AI | $519.17 | -5.4% | 0.9x | Y |
| SMCI | Super Micro | AI | $30.32 | -4.3% | 0.6x | Y |
| SPIR | Spire Global | Space | $12.90 | -4.3% | 0.4x | Y |
| GOOGL | Alphabet | AI | $362.43 | -4.0% | 1.4x | Y |
| ANET | Arista | AI | $197.31 | +3.6% | 2.2x | Y |
| MOD | Modine | AI | $194.61 | -3.5% | 0.6x | Y |
| MRVL | Marvell | AI | $211.02 | -3.5% | 0.4x | Y |
| NVDA | NVIDIA | AI | $219.22 | +3.4% | 1.0x | Y |
| LRCX | Lam Research | AI | $307.42 | -3.2% | 0.7x | Y |
| FCX | Freeport-McMoRan | AI | $69.39 | +3.1% | 0.9x | Y |
| Ticker | Market | Volume | Avg | Ratio | Change |
|---|---|---|---|---|---|
| ANET | AI | 20.19M | 9.18M | 2.2x | +3.6% |
[Yahoo Finance](https://finance.yahoo.com/technology/article/nvidia-stock-rises-after-musk-says-spacex-will-exclusively-use-companys-chips-211803293.html) - SpaceX stock declines post-earnings. Are investors worried about AI spending? — SpaceX stock (SPCX) is losing altitude and shedding yesterday's stock gains over the AI spending forecasts reported in its first-ever earnings release. Morning Brief Host Julie Hyman is joined by Yaho [Yahoo Finance Video](https://finance.yahoo.com/video/spacex-stock-declines-post-earnings-133053667.html) - Elon Musk's Tesla Suffered Its Worst Week Since 2022, Wiping Out $130 Billion of His Fortune. Is the Stock Still a Buy? — Tesla stock hit a 52-week low but has since jumped 6%. [Motley Fool](https://www.fool.com/investing/2026/08/06/elon-musk-tesla-worst-week-stock-buy/)
[Yahoo Finance](https://finance.yahoo.com/markets/live/earnings-live-updates-130425228.html) - AMD sinks on revenue forecasts as competition with Nvidia grows more apparent — Advanced Micro Devices (AMD) stock pulls back on Wednesday since the chipmaking giant topped second quarter earnings estimates alongside increased capex spending that may have shocked investors. Morni [Yahoo Finance Video](https://finance.yahoo.com/video/amd-sinks-revenue-forecasts-competition-134557567.html) - 7 numbers from AMD earnings reveal an ultra-bullish future: AlphaSpace stats to know — AMD stock plunged after another strong quarter. [Yahoo Finance](https://finance.yahoo.com/markets/article/7-numbers-from-amd-earnings-reveal-an-ultra-bullish-future-alphaspace-stats-to-know-131200091.html)
[24/7 Wall St.](https://247wallst.com/personal-finance/2026/08/06/how-large-does-your-portfolio-need-to-be-to-generate-30000-a-month/) - Broadcom Is Down 20% From Its All-Time High. Here's Why It's a Screaming Bargain. — Broadcom stock looks like a screaming deal at these prices. [Motley Fool](https://www.fool.com/investing/2026/08/06/broadcom-down-20-from-all-time-high-bargain/) - The Zacks Analyst Blog Highlights Broadcom, The Coca-Cola and Palantir — Broadcom, Coca-Cola and Palantir are in focus as Zacks highlights AI growth, resilient execution and key risks shaping each company's outlook. [Zacks](https://finance.yahoo.com/markets/stocks/articles/zacks-analyst-blog-highlights-broadcom-083800661.html)
[Yahoo Finance Video](https://finance.yahoo.com/video/companies-emerging-leaders-renewed-ai-191536658.html) - S&P, Dow futures steady as MidEast deal in focus; chip, software stocks tumble — By Johann M Cherian and Shashwat Chauhan Aug 6 (Reuters) - S&P 500 and Dow futures were steady on Thursday after this week's record-breaking rally as investors awaited details on a Middle East peace [Reuters](https://finance.yahoo.com/markets/stocks/articles/p-500-dow-futures-steady-094518940.html) - Why Marvell (MRVL) Is Up 29.1% After Launching Its New AI Memory Infrastructure Portfolio — In early August 2026, Marvell Technology, Inc. unveiled a broad AI memory infrastructure portfolio spanning Bravera SC6 PCIe 6.0 SSD controllers, Structera X CXL-based memory expansion, and Photonic F [Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/why-marvell-mrvl-29-1-101417474.html)
[Yahoo Finance Video](https://finance.yahoo.com/video/why-cio-sees-p-500-203700974.html) - The companies emerging as new leaders in this renewed AI rally — Yahoo Finance Markets and Data Editor Jared Blikre examines the comeback seen across the semiconductor landscape over the past five trading days, while also analyzing which companies are emerging as l [Yahoo Finance Video](https://finance.yahoo.com/video/companies-emerging-leaders-renewed-ai-191536658.html) - The Hyperscaler Guarantee Keeps Me Buying Nvidia Before Aug. 26 Earnings — Every quarter, Amazon, Microsoft, and Alphabet publicly announce they cannot buy fast enough from one company, and that paper trail shapes every investment decision I make heading into a critical Augu [24/7 Wall St.](https://247wallst.com/investing/2026/08/06/the-hyperscaler-guarantee-keeps-me-buying-nvidia-before-aug-26-earnings/)
[Yahoo Finance](https://finance.yahoo.com/technology/live/tech-stocks-today-google-shakes-up-ai-leadership-spacex-plunges-140419479.html) - This SpaceX number is spooking already skittish investors — SpaceX bears have taken over, with good reason. [Yahoo Finance](https://finance.yahoo.com/markets/article/this-spacex-number-is-spooking-already-skittish-investors-130824734.html) - Google’s AI Architect Just Quit, Sparking Fears It Could Fall Behind in the AI Race — Jeff Dean spent 27 years helping build Google's search infrastructure and the neural networks behind the modern AI era, then walked out the door with three colleagues to launch a startup. Now investor [24/7 Wall St.](https://247wallst.com/investing/2026/08/06/googles-ai-architect-just-quit-sparking-fears-it-could-fall-behind-in-the-ai-race/)
[Yahoo Finance Video](https://finance.yahoo.com/video/why-cio-sees-p-500-203700974.html) - The companies emerging as new leaders in this renewed AI rally — Yahoo Finance Markets and Data Editor Jared Blikre examines the comeback seen across the semiconductor landscape over the past five trading days, while also analyzing which companies are emerging as l [Yahoo Finance Video](https://finance.yahoo.com/video/companies-emerging-leaders-renewed-ai-191536658.html) - The Hyperscaler Guarantee Keeps Me Buying Nvidia Before Aug. 26 Earnings — Every quarter, Amazon, Microsoft, and Alphabet publicly announce they cannot buy fast enough from one company, and that paper trail shapes every investment decision I make heading into a critical Augu [24/7 Wall St.](https://247wallst.com/investing/2026/08/06/the-hyperscaler-guarantee-keeps-me-buying-nvidia-before-aug-26-earnings/)
[Investing.com](https://finance.yahoo.com/markets/stocks/articles/paycom-jumps-premarket-earnings-data-115654757.html) - Larry Ellison Just Collected a $579 Million Dividend Check. Here’s What $100,000 of Oracle Stock Would Pay You. — Oracle just sent out its latest dividend checks, and the gap between what its largest shareholder collected and what a serious retail investor pocketed reveals something striking about how the same st [24/7 Wall St.](https://247wallst.com/investing/2026/08/06/larry-ellison-just-collected-a-579-million-dividend-check-heres-what-100000-of-oracle-stock-would-pay-you-2/) - Retiring Soon? Good News—the Market Is Cooperating. — “This is like the best of all worlds for retirees,” says one investment specialist. Thank rising yields on bonds and strong stock performance. [Barrons.com](https://www.barrons.com/articles/retiring-soon-market-cooperating-good-news-c37f3fb2?siteid=yhoof2&yptr=yahoo)
[Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/tsmc-tsm-raised-2026-outlook-121421021.html) - Cathie Wood invests a combined $28.7 million in TSMC, SpaceX after trimming investments in Amazon, Alphabet and Shopify — The ARK Invest founder wasn’t deterred by a certain stock’s bumpy lift-off over the last few weeks. [Moneywise](https://finance.yahoo.com/markets/stocks/articles/cathie-wood-invests-combined-28-114500645.html) - Taiwan Semiconductor Manufacturing (TSM) Eyes Faster 3 Nanometer Output, Is The Stock Expensive? — Why the latest TSMC news matters now Taiwan Semiconductor Manufacturing (TSM) is back in focus after reports that it may accelerate production of its advanced 3 nanometer chips, supported by strong de [Simply Wall St.](https://finance.yahoo.com/markets/stocks/articles/taiwan-semiconductor-manufacturing-tsm-eyes-181131277.html)
| Ticker | Market | Price | Target | Upside |
|---|---|---|---|---|
| LUNR | Space | $13.99 | $39.22 | +180.4% |
| KTOS | Space | $55.34 | $108.62 | +96.3% |
| PL | Space | $22.35 | $40.10 | +79.4% |
| ORCL | AI | $144.39 | $248.15 | +71.9% |
| MU | AI | $893.19 | $1507.79 | +68.8% |
| SPIR | Space | $12.90 | $20.88 | +61.8% |
| BKSY | Space | $25.18 | $40.50 | +60.8% |
| MOD | AI | $194.61 | $310.29 | +59.4% |
| VST | AI | $140.58 | $221.61 | +57.6% |
| POWL | AI | $208.33 | $316.25 | +51.8% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | P/E | Upside |
|---|---|---|---|---|---|---|
| ANET | $197.31 | +3.6% | 2.2x | $248.4B | 62.4 | -2% |
| NVDA | $219.22 | +3.4% | 1.0x | $5.31T | 33.6 | +38% |
| FCX | $69.39 | +3.1% | 0.9x | $97.1B | 34.0 | +3% |
| VRT | $277.94 | +3.0% | 0.9x | $107.0B | 61.0 | +21% |
| BE | $234.33 | +2.7% | 0.8x | $69.0B | 292.9 | +17% |
| HUBB | $513.58 | +2.3% | 1.0x | $27.1B | 30.4 | +10% |
| COHR | $328.22 | +1.4% | 1.0x | $64.2B | 156.3 | +19% |
| SCCO | $197.00 | +0.9% | 0.8x | $164.4B | 29.2 | -15% |
| ETN | $447.28 | +0.6% | 0.8x | $173.7B | 43.8 | +4% |
| ABBNY | $101.80 | +0.2% | 0.0x | $184.6B | 37.4 | -9% |
| META | $588.77 | +0.1% | 0.8x | $1.50T | 22.2 | +29% |
| MU | $893.19 | +0.1% | 0.6x | $1.01T | 20.2 | +69% |
| AVGO | $418.28 | +0.0% | 0.6x | $1.99T | 69.5 | +26% |
| GEV | $1017.96 | -0.1% | 0.6x | $271.1B | 29.2 | +21% |
| CSCO | $121.50 | -0.2% | 0.7x | $478.9B | 40.5 | +8% |
| GNRC | $217.41 | -0.6% | 1.4x | $12.8B | 50.2 | +32% |
| TSM | $414.00 | -0.8% | 0.8x | $2.15T | 36.5 | +30% |
| CEG | $265.12 | -0.8% | 0.8x | $94.7B | 23.0 | +32% |
| STX | $837.66 | -0.9% | 0.9x | $189.9B | 60.4 | +33% |
| ORCL | $144.39 | -0.9% | 0.6x | $415.9B | 24.8 | +72% |
| MSFT | $487.46 | -1.1% | 0.7x | $3.62T | 27.5 | +15% |
| KLAC | $192.80 | -1.4% | 0.8x | $251.8B | 52.7 | +20% |
| POWL | $208.33 | -1.4% | 1.0x | $7.6B | 40.7 | +52% |
| AMZN | $272.65 | -1.7% | 0.8x | $2.94T | 21.9 | +19% |
| VST | $140.58 | -1.9% | 1.1x | $47.4B | 23.5 | +58% |
| ASML | $1678.22 | -2.0% | 0.6x | $644.6B | 57.5 | +28% |
| AMAT | $534.24 | -2.3% | 0.5x | $424.2B | 50.3 | +18% |
| LITE | $826.26 | -2.7% | 0.6x | $64.3B | 145.2 | +34% |
| TLN | $329.84 | -3.0% | 0.9x | $15.8B | 11.6 | +42% |
| LRCX | $307.42 | -3.2% | 0.7x | $384.7B | 53.5 | +20% |
| MRVL | $211.02 | -3.5% | 0.4x | $189.4B | 72.5 | +22% |
| MOD | $194.61 | -3.5% | 0.6x | $10.3B | 72.3 | +59% |
| GOOGL | $362.43 | -4.0% | 1.4x | $4.43T | 18.2 | +18% |
| SMCI | $30.32 | -4.3% | 0.6x | $19.6B | 16.0 | +25% |
| WDC | $519.17 | -5.4% | 0.9x | $178.9B | 21.4 | +26% |
| AMD | $482.05 | -7.0% | 1.5x | $786.0B | 160.7 | +20% |
| FLNC | $14.23 | -9.2% | 1.4x | $2.6B | 72.8 | +31% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | Upside |
|---|---|---|---|---|---|
| KTOS | $55.34 | +6.7% | 1.9x | $10.4B | +96% |
| RTX | $222.31 | +2.0% | 0.8x | $299.6B | +4% |
| BA | $240.19 | +1.3% | 1.0x | $189.7B | +14% |
| HWM | $291.42 | +1.1% | 0.8x | $116.6B | +7% |
| NOC | $557.47 | +1.1% | 0.6x | $79.2B | +16% |
| GE | $381.22 | +1.0% | 0.7x | $395.5B | +6% |
| RDW | $10.72 | +0.8% | 0.5x | $2.6B | +39% |
| RKLB | $74.82 | +0.5% | 0.6x | $46.7B | +49% |
| LHX | $286.12 | +0.3% | 0.9x | $53.3B | +27% |
| LUNR | $13.99 | +0.2% | 0.6x | $2.2B | +180% |
| SATS | $103.92 | +0.0% | 1.4x | $30.1B | +32% |
| XAR | $282.08 | -0.0% | 0.5x | - | - |
| DCO | $191.72 | -0.1% | 0.8x | $2.9B | -6% |
| WWD | $373.28 | -0.1% | 0.5x | $22.0B | +21% |
| TDY | $683.73 | -0.2% | 1.0x | $31.7B | +10% |
| HEI | $366.80 | -0.2% | 0.5x | $51.3B | +5% |
| GSAT | $83.45 | -0.3% | 0.7x | $10.7B | +8% |
| BKSY | $25.18 | -0.9% | 0.4x | $1.0B | +61% |
| CW | $748.41 | -1.2% | 0.8x | $27.6B | +10% |
| DXYZ | $23.87 | -1.4% | 0.2x | $727.2M | - |
| PSN | $47.78 | -1.7% | 1.2x | $5.1B | +22% |
| ARKX | $32.58 | -1.9% | 0.4x | - | - |
| LMT | $577.60 | -2.0% | 0.7x | $133.3B | +9% |
| SPCE | $2.89 | -2.0% | 0.2x | $371.5M | +22% |
| UFO | $46.59 | -2.1% | 0.3x | - | - |
| PL | $22.35 | -2.1% | 0.4x | $8.0B | +79% |
| BWXT | $168.28 | -2.4% | 0.8x | $15.4B | +42% |
| IRDM | $48.37 | -2.5% | 0.4x | $5.1B | -13% |
| ASTS | $68.38 | -2.7% | 0.5x | $26.5B | +18% |
| SPIR | $12.90 | -4.3% | 0.4x | $499.4M | +62% |
| VSAT | $81.03 | -6.0% | 1.5x | $11.2B | +16% |
| MNTS | $4.24 | -6.8% | 0.3x | $79.9M | - |