A fast-rising name in semiconductor equipment is capturing outsized attention after a standout quarter and growing role in advanced AI packaging. With new facilities coming online and cash on hand for expansion, this could be the next essential piece in the supply chain.

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Futures 📈


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What to Watch
Premarket Earnings:
BJ’s Wholesale Club Holdings, Inc. [BJ]
RLX Technology Inc. [RLX]
Buckle, Inc. [BKE]
ZKH Group Limited [ZKH]
Aftermarket Earnings:
Ubiquiti Inc. [UI]
New Fortress Energy Inc. [NFE]
Ambipar Emergency Response [AMBI]
Economic Reports:
Fed Chair Jerome Powell speaks from Jackson Hole: 10:00 am

Technology
Alphabet Lands $10 Billion Meta Cloud Contract

Alphabet (GOOGL) added over 1% in premarket trading after reports it secured a six-year, $10 billion cloud deal with Meta. The agreement represents one of Google Cloud’s largest wins to date and positions the unit more directly against Amazon AWS and Microsoft Azure.
Meta, long reliant on AWS, is spreading its infrastructure bets as it invests heavily in AI. The deal is expected to support Meta’s work on the Llama model family and integration of AI features across its platforms.
For Google, it validates its push to win “anchor tenants” that can drive consistent growth and operating leverage.
Google Cloud generated $13.6 billion in revenue last quarter, up 32% year-over-year, and delivered $2.83 billion in operating income.
With this new contract, revenue visibility improves significantly, supporting the narrative that Google Cloud is becoming a more durable contributor to Alphabet’s overall business mix.
The broader takeaway for investors: hyperscale AI spending shows no signs of slowing. As Meta ramps capex toward $114–118 billion this year, much of it tied to infrastructure, suppliers like Google Cloud stand to benefit.
Alphabet shares, already up more than 5% YTD, are hovering near record highs.
With the Meta deal in hand, analysts may revisit growth forecasts for Google Cloud, potentially providing another catalyst into year-end.

Healthcare Tech
Procept BioRobotics Reworks Growth Narrative After Outlook Shift

Procept BioRobotics (PRCT) has been under pressure this year, down more than 50% from January highs, but Thursday’s premarket bounce shows investors are still paying close attention.
Shares rose 6.5% after management revised guidance on system replacements, pushing expectations out into 2026.
The adjustment followed Wells Fargo’s move earlier this month to lower its price target from $75 to $58, while maintaining an Overweight rating.
Analysts argued the company may have overstated replacement cycles given that most installed systems are only three years old, shorter than the five-to-seven-year life span management has guided.
The company’s AquaBeam Robotic System, used in minimally invasive urology procedures, remains the core growth driver. With replacement volumes now expected later than previously forecast, 2025 revenue visibility is murkier, but pent-up demand could reemerge once the initial installed base matures.
What investors will be watching now is how management handles trade-ins and upgrades in the coming quarters. Any clarity on pricing, volume, or financing could help restore confidence after a volatile year.
Longer term, the broader adoption of robotic-assisted surgery keeps PRCT in a high-growth lane, even if the near-term outlook has shifted.
For traders, the stock’s depressed valuation and rebound potential around earnings updates could present tactical opportunities.

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Semiconductors
ACM Research Jumps on AI-Driven Packaging Demand

ACM Research (ACMR) surged over 13% in premarket trading after delivering strong Q2 results that highlight its growing role in advanced semiconductor manufacturing.
Revenue rose 40% year-over-year to $202.5 million, with gross margin holding at nearly 48%. The balance sheet also showed $366.8 million in cash reserves, providing firepower for ongoing expansion.
The company’s technology is at the center of the AI buildout. Its single-wafer cleaning and plasma deposition tools are key for sub-3nm nodes and 3D packaging, the kinds of breakthroughs powering next-generation AI accelerators.
Management is scaling facilities in both the U.S. and China, aiming to capture rising demand from logic and memory chipmakers under pressure to keep pace with Nvidia, AMD, and emerging challengers.
Despite the rally, ACMR still trades at modest multiples, with a P/E near 15 and P/S just over 2. That suggests investors may not be fully pricing in its strategic importance.
With global chipmakers spending aggressively to overcome bottlenecks in packaging and throughput, ACM looks positioned to grow faster than the sector average.
For investors watching the AI supply chain, this quarter shows ACM’s leverage to one of the most critical parts of the ecosystem: enabling more compute in smaller spaces. That makes today’s rally more than a one-day story.

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Movers and Shakers

NVIDIA Corp. [NVDA] – Last Close: $174.98
Nvidia is the world’s leading designer of GPUs and AI accelerators, powering everything from gaming PCs to hyperscale data centers. The company has become the centerpiece of the AI buildout, with demand for its chips driving its $4.2 trillion market cap.
Shares are easing 1% premarket as CEO Jensen Huang confirmed Nvidia is in talks with the U.S. government over selling a more advanced B30A chip to China. While the move could open a new revenue stream, it also underscores the tight regulatory scrutiny around Nvidia’s China sales. The stock remains near its 52-week high after rallying 26% year-to-date.
My Take: Nvidia continues to dominate AI infrastructure, but geopolitical risks in China remain a wildcard. If Washington signs off on B30A, it could unlock billions in revenue, worth monitoring as an upside swing factor.
Kindly MD Inc. [NAKA] – Last Close: $10.63
Kindly MD provides integrated healthcare services across primary care, pain management, behavioral health, and alternative therapies. Following its merger with Nakamoto Holdings, the company also operates as a Bitcoin treasury vehicle, a unique dual strategy in healthcare and digital assets.
Shares are up nearly 6% premarket after the company appointed Tim Pickett, its former CEO, as Chief Medical Officer to continue steering its healthcare platform. The appointment follows the merger and is seen as a stabilizing move for a company seeking credibility in both healthcare delivery and Bitcoin treasury management.
My Take: NAKA is unconventional, mixing healthcare operations with Bitcoin exposure. The stock has been volatile but may appeal to investors looking for asymmetric upside in both digital assets and healthcare innovation.
Zoom Communications [ZM] – Last Close: $73.17
Zoom is a global leader in video communications and collaboration tools. The company became a household name during the pandemic and continues to expand its enterprise offerings, from Zoom Phone to AI-powered workplace solutions.
Shares are up over 5% premarket after reporting Q2 results that beat expectations on both revenue and earnings. The company delivered its highest revenue growth in nearly three years and raised full-year guidance, signaling stronger enterprise adoption and improved profitability. With $7.8 billion in cash on hand and ongoing buybacks, Zoom is showing it can still deliver durable growth.
My Take: Zoom has been written off as a “pandemic stock,” but its enterprise growth and AI initiatives are reviving the story. With improving fundamentals, the stock could see a re-rating if momentum carries through the next few quarters.

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Everything Else
Chinese startup DeepSeek signals its newest AI model will run on next-generation domestic chips.
Japan’s top automakers say they won’t pass higher tariff costs on to U.S. consumers.
Nvidia’s CEO met with TSMC in Taipei as talks continue over U.S. pressure on China chip operations.
OpenAI plans to open its first India office in New Delhi later this year.
Walmart’s stock slides after a rare profit miss, even as sales growth and margins improve.

That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.
Best Regards,
— Adam Garcia
Elite Trade Club
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