One of the fastest‑growing names in AI infrastructure just delivered a blowout quarter and got a massive price target hike from Wall Street. Find out why it’s turning heads.

Palantir Deal Surge (Sponsored)
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Futures 📈


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What to Watch
Premarket Earnings:
Novo Nordisk A/S [NVO]
McDonald’s Corporation [MCD]
Walt Disney Company (The) [DIS]
Uber Technologies, Inc. [UBER]
Shopify Inc. [SHOP]
Brookfield Asset Management [BAM]
Thomson Reuters Corp [TRI]
Aftermarket Earnings:
Applovin Corporation [APP]
DoorDash, Inc. [DASH]
McKesson Corporation [MCK]
Airbnb, Inc. [ABNB]
Fortinet, Inc. [FTNT]
CRH PLC [CRH]
Energy Transfer L.P. [ET]
Manulife Financial Corp [MFC]
Economic Reports:
Import Price Index [March]: 8:30 am
Import Price Index ex. Fuel [March]: 8:30 am
Empire State Manufacturing Survey [April]: 8:30 am

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Media & Entertainment
Disney Lifts Outlook as Streaming and Theme Parks Deliver

Walt Disney Co. [DIS] exceeded analyst expectations for its fiscal third quarter, posting adjusted earnings of $1.61 per share, up 16% from last year and above forecasts of $1.47.
Revenue strength came from growth in streaming profits and higher spending at U.S. theme parks, prompting management to raise full‑year EPS guidance to $5.85 from $5.75.
The update came alongside strategic moves aimed at boosting Disney’s sports and entertainment streaming footprint. The company announced the NFL will take a 10% stake in ESPN, coinciding with plans to launch ESPN’s $29.99‑per‑month direct‑to‑consumer platform on August 21.
In addition, Disney secured exclusive U.S. rights to WWE’s premium live events beginning in 2026 for $1.6 billion and plans to integrate Hulu into Disney+.
Theme parks posted a 13% jump in operating income to $2.5 billion, with Walt Disney World hitting record quarterly revenue despite new competition in Orlando. Domestic parks delivered a 22% profit boost, while the sports unit saw a 29% increase in operating income.
Investors will be watching whether new content and bundled streaming options can accelerate subscriber growth in the current quarter, as Disney projects adding 10 million Disney+ and Hulu subscribers, aided by its Charter partnership.
With shares slightly lower in premarket trading, the report puts focus on how upcoming product launches and content deals can keep momentum through year‑end. It might be worth a look here at these levels, given the beat and opposite stock reaction.

Technology & Mobility
Uber Tops Revenue Forecasts, Launches $20B Buyback

Uber Technologies Inc. [UBER] delivered second‑quarter revenue of $12.65 billion, up 18% year over year and ahead of the $12.46 billion consensus.
Net income climbed to $1.36 billion, or $0.63 per share, in line with expectations, as gross bookings rose 17% to $46.8 billion. Adjusted EBITDA reached $2.12 billion.
Both core segments posted strong growth, as mobility bookings increased 18% to $23.76 billion, while delivery bookings climbed 20% to $21.73 billion. Monthly active platform consumers grew 15% to 180 million, with 3.3 billion trips completed during the quarter, a rise of 18%.
The company authorized a $20 billion share repurchase program, reflecting confidence in its long‑term trajectory.
CEO Dara Khosrowshahi emphasized opportunities to “better serve families across all stages of life,” pointing to new initiatives like Senior Accounts and gender‑preference ride‑matching in select U.S. markets.
With shares up more than 40% year‑to‑date, the buyback could provide support amid ongoing expansion efforts, particularly in international delivery markets where Uber Eats often surpasses ride‑hailing in usage.
Analysts will be looking to the call for signs that margin improvement and cross‑platform engagement strategies can drive another leg of growth. That being said, looking at the results and the stock also moving slightly lower, it sure does look interesting at these levels.

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Semiconductors
Astera Labs Surges 18% on Blowout Quarter and Analyst Upgrade

Astera Labs Inc. [ALAB] jumped over 18% in premarket trading after reporting Q2 revenue of $191.9 million, up 150% from last year and 20% sequentially, handily beating expectations.
Non‑GAAP EPS of $0.44 far exceeded the $0.11 forecast, while gross margin held strong at 76%. Operating cash flow hit a record $135.4 million.
Growth was driven by volume production of its PCIe 6 connectivity portfolio for customized rack‑scale AI systems and expanding demand for Scorpio Fabric Switches.
New design wins across hyperscalers, alongside deepening partnerships with NVIDIA, AMD, and Alchip Technologies, are positioning Astera to capture a larger share of the AI infrastructure market.
Evercore ISI more than doubled its price target to $215, citing a “Big Beat, Big Raise” quarter and multiple product cycles that could expand content per accelerator above $1,000.
The firm also pointed to accelerating cloud capex growth, projected at 72% in 2025, as a tailwind.
Astera guided Q3 revenue to $203–$210 million, with non‑GAAP EPS of $0.38–$0.39, signaling confidence in sustained momentum.
With more than 10 unique customers engaged in its next‑gen products and multiple ramps expected in 2026, the company appears well‑positioned for continued upside if AI infrastructure spending remains robust.

Poll: What part of Disney’s earnings stood out most to you?

Movers and Shakers

RingCentral Inc. [RNG] – Last Close: $23.62
RingCentral provides cloud-based communications and collaboration solutions for businesses, offering unified messaging, video conferencing, and contact center services. The company’s small and mid-sized business segment is seeing strong momentum, contributing over $1 billion in ARR at double-digit growth rates.
Shares are up over 17% in premarket trading after Q2 results topped expectations on EPS, revenue, and free cash flow, with management raising full-year guidance. Analyst sentiment improved as Oppenheimer upgraded the stock to Outperform with a $35 target, citing upside from SMB strength and renewed partnerships. While enterprise ARR growth remains slower, management sees opportunities in product bundling and upselling contact center offerings.
My Take: RNG’s valuation looks compressed given its cash flow profile, making this earnings-driven breakout worth watching. Sustained upside will depend on converting SMB momentum into broader enterprise wins.
Klaviyo Inc. [KVYO] – Last Close: $30.70
Klaviyo builds AI-driven marketing automation software for e-commerce and service industries, aiming to replace legacy marketing cloud providers. Its focus on personalization, customer insights, and automation has helped it expand into sectors like hospitality and entertainment.
The stock is up nearly 11% premarket after Q2 results beat both revenue and EPS forecasts, with management raising full-year guidance. Growth in net revenue retention and steady free cash flow reinforce execution strength. Investors will be watching adoption rates for its new AI tools, as well as traction in enterprise deals, two levers that could push growth above the current 27–28% full-year outlook.
My Take: KVYO is executing well, but competition in marketing tech remains fierce. A breakout above $37 could attract more institutional buyers.
Shopify Inc. [SHOP] – Last Close: $127.00
Shopify operates a leading e-commerce platform that enables merchants to set up, manage, and scale online and in-person sales. Its integrated ecosystem spans payments, fulfillment, point-of-sale, and AI-driven tools.
Shares are surging over 16% premarket after Q2 revenue grew 31% and Q3 guidance came in ahead of consensus. Management now expects mid-to-high twenties growth this quarter, driven by AI-powered platform upgrades and international expansion. With multiple analysts lifting price targets, including Benchmark to $140 and KeyBanc to $145, focus will turn to gross merchandise volume growth and the rollout of deeper AI integrations that could further improve merchant conversion rates.
My Take: SHOP’s consistent execution and expanding product ecosystem make it a top growth story in e-commerce. Pullbacks could offer entry points ahead of the holiday sales season.

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Everything Else
Novo Nordisk boosted its annual forecast as demand for weight-loss drugs fueled a sharp jump in quarterly revenue.
Higher menu prices and steady traffic helped lift fast-food earnings despite cost pressures in some overseas markets.
AI chip optimism cooled after data center sales fell short of expectations, sending sector shares lower.
Policy changes slowed U.S. solar capacity growth but haven’t stopped developers from moving projects forward.
A competitive push from Budweiser threatens to limit gains in the beer market.

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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