🚨 ECONOMIC DATA
PPI (MoM) - 0.4% vs 0.4% estCore PPI (MoM) - 0.2% vs 0.3% estPPI (YoY) - 5.4% vs 5.3% st Core PPI (YoY) - 4.6% vs 4.6% est Initial Jobless Claims 206k vs 205k est Continuous Claims 1.774M vs 1.780M est

🚨 ECONOMIC DATA
PPI (MoM) - 0.4% vs 0.4% estCore PPI (MoM) - 0.2% vs 0.3% estPPI (YoY) - 5.4% vs 5.3% st Core PPI (YoY) - 4.6% vs 4.6% est Initial Jobless Claims 206k vs 205k est Continuous Claims 1.774M vs 1.780M est🚨 S&P REBALANCING
ADDITIONS, S&P 100: -Dell $Dell Tech(DELL.US) -Palo Alto Networks $Everpure(P.US)alo Alto Networks(PANW.US) -Arista Networks $Arista Networks(ANET.US) -Sandisk $Sandisk(SNDK.US) ADDITIONS, S&P 500:-Bloom Energy $Bloom Energy(BE.US)-Everpure $Everpure(P.US)-Illumina $Illumina(ILMN.US) DELETIONS, S&P 100:-Honeywell Aerospace $Honeywell Aerospace(HONA.US)-Nike $NIKE-Simon Property Group $Simon Property(SPG.US)-Colgate-Palmolive $Colgate(CL.US)DELETIONS, S&P 500:-Trade Desk $Trade Desk(TTD.US)-Builders $Builders Firstsource(BLDR.US)-Molson Coors $Molson Coors Beverage Co-B(TAP.US)
$Samsara(IOT.US) DOUBLE BEAT & RAISE 🔥
Q2 Adj. EPS: $0.20 vs $0.16 est ✅Q2 Sales: $508.437M vs $483.261M est ✅Raised FY2027 Adj EPS Guidance ✅Raised FY2027 Sales Guidance ✅🟩 +12.62%JUST IN: Elon Musk estimates SpaceX revenue will reach $3.5T "roughly around 2033"
This comes in response to Morgan Stanley's forecast of SpaceX $SpaceX(SPCX.US) reaching $3.5T revenue in 2040.$Ulta Beauty(ULTA.US) Q2 EARNINGS
EPS: $6.55 vs $6.16 est ✅Sales: $3.036B vs $2.955B est ✅🟩 +2.17%X has begun rolling out a feature allowing users to trade stocks directly on the platform through connected brokerages.
SpaceX $SpaceX(SPCX.US) is officially the first stock enrolled.Now THAT is a God candle 🔥
Moderna $Moderna(MRNA.US) absolutely launching after the company shared they have cleared a Phase 3 trial for a cancer vaccine for the first time ever.It uses the same mRNA technology developed in coronavirus vaccines and treats melanoma, the deadliest form of skin cancer.🚨 Toast $Toast(TOST.US) is seeing its first Stage 2 breakout since early 2024
Shares ran over +150% the last time we saw this occur 👀Scanning for stocks in the S&P 500 $SPY making new all-time highs right now... 🔎
Eaton Corp $Eaton(ETN.US) Valero Energy $Valero Energy Corp New(VLO.US) JP Morgan $JPMorgan Chase(JPM.US) NetApp $NetApp(NTAP.US) AMETEK $Ametek(AME.US) Bank of America $Bank of America(BAC.US) Emerson Electric $Emerson Electric(EMR.US) Packaging Corp of America $Packaging Corp of America(PKG.US)Here is every top $SPY performer (RP>85) currently sitting near the 50 day SMA 👀
$Unitedhealth(UNH.US)$Datadog(DDOG.US)$GE Vernova(GEV.US)$Analog Devices(ADI.US)$Lumentum(LITE.US)$FedEx(FDX.US)$Centene(CNC.US)$Keysight Tech(KEYS.US) $F5(FFIV.US)$Moderna(MRNA.US) $Casey General Stores(CASY.US)$Teradyne(TER.US)$Humana(HUM.US) $Cisco(CSCO.US) $Targa Resources(TRGP.US)$On Holding AG(ONON.US) getting absolutely smoked after reporting lower-than-expected Q2 sales 🩸
🟥 -23.60%First real sign of life in months $Netflix(NFLX.US) 👀
$Upwork(UPWK.US) is DUMPING on a DOUBLE BEAT 🩸
Q2 Adj. EPS: $0.41 vs $0.34 est ✅Q2 Sales: $191.660M vs $189.964M est ✅🟥 -20.24%$AST SpaceMobile(ASTS.US) EARNINGS DOUBLE MISS 🩸
Q2 EPS: $(0.77) vs $(0.28) est ❌Q2 Sales: $31.520M vs $34.977M est ❌🟥 -2.58%$USA Rare Earth(USAR.US) DOUBLE MISS 🩸
Q2 Adj. EPS: $(0.15) vs $(0.13) est ❌Q2 Sales: $5.821M vs $8.053M est ❌🟥 -5.59%$Rocket Lab(RKLB.US) Q2 EARNINGS
EPS: $(0.08) vs $(0.07) est ❌Sales: $234.066M vs $231.346M est ✅🟥 -2.84%$Archer Aviation(ACHR.US) SMASHES SALES ESTIMATES 🔥
Q2 EPS: $(0.34) vs $(0.34) estSales: $5.000M vs $1.964M est 🟥 -1.36%$Quantum Computing(QUBT.US) Q2 EARNINGS
EPS: $(0.05) vs $(0.04) est ❌Sales: $5.551M vs $5.152M est ✅🟥 -3.12%BREAKING: Alphabet $Alphabet(GOOGL.US) just released their updated 13F.
It shows their SpaceX position was worth ~$94B on June 30, making up more than 95% of their entire public portfolio.This position is now estimated to be worth $66B, as $SpaceX(SPCX.US) shares have fallen -30% since the filing.One of the best performing stocks of the 21st century has nothing to do with computers, technology, or AI.
Monster Energy drink launched in 2002...$10,000 invested in $Monster Beverage(MNST.US) before July 2003 would be worth over $21,000,000 today.Sometimes the best investments aren't flashy.$Monster Beverage(MNST.US) Q2 EARNINGS DOUBLE BEAT 🔥
Adj. EPS: $0.60 vs $0.58 est ✅Sales: $2.537B vs $2.428B est ✅$Twilio(TWLO.US) Q2 EARNINGS DOUBLE BEAT 🔥
Adj. EPS: $1.47 vs $1.32 est ✅Sales: $1.499B vs $1.429B est ✅🟩 +15.09%$Mara(MARA.US) Q2 EARNINGS DOUBLE MISS 🩸
EPS: $(1.60) vs $0.26 est ❌Sales: $174.881M vs $203.668M est ❌🟥 -0.38%$Red Cat(RCAT.US) Q2 EARNINGS DOUBLE MISS 🩸
EPS: $(0.26) vs $(0.22) estSales: $20.189M vs $22.786M est🟥 -6.57%