A landmark investment is giving fresh life to a chipmaker fighting to reclaim its place at the top. With new capital flowing in and government backing on the table, this story could be just getting started. Here’s why you should keep it on your radar today.
AI Security Revolution (Sponsored)
Palantir is one of the most important AI companies in the world.
They don’t just work with anyone.
This is the same firm that powers the U.S. military’s battlefield intel and partners with top government agencies across the globe.
And now they’ve locked arms with a rising player in the autonomous robotics sector.
Together, they’re fusing real-time surveillance with predictive AI.
That means faster response times, smarter security, and a new era of automation.
One side brings millions of hours of operational security data.
The other brings some of the most powerful AI software on Earth.
The market hasn't caught up to this yet. But when it does, you don’t want to be late.
Because this isn't a science project.
This is revenue-generating tech already deployed in corporate campuses, hospitals, and government buildings across the country.
Now with this AI partnership, the real ramp-up begins.
Get the full story now before Wall Street catches on.
*Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT stock recommendations or constitute an offer or sale of the referenced securities.
Futures 📈
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What to Watch
Premarket Earnings:
Home Depot, Inc. [HD]
Medtronic plc [MDT]
Viking Holdings Ltd [VIK]
Aftermarket Earnings:
Alcon Inc. [ALC]
Keysight Technologies Inc. [KEYS]
ZTO Express (Cayman) Inc. [ZTO]
Sociedad Quimica y Minera S.A. [SQM]
Toll Brothers, Inc. [TOL]
Economic Reports:
Housing Starts [July]: 8:30 am
Building Permits [July]: 8:30 am
Fed Vice Chair for Supervision Michelle Bowman TV appearance: 10:00 am
Fed Vice Chair for Supervision Michelle Bowman speech: 2:10 pm
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Consumer Tech
Best Buy Bets on Third-Party Marketplace to Spark Growth
Best Buy (BBY) is taking a page from Amazon and Walmart by launching its own third-party marketplace, bringing in 500 vetted sellers at launch.
The move expands its online selection to cover gaps like accessories for older electronics, complementary home products, and even seasonal items, categories that could keep customers inside Best Buy’s ecosystem rather than shopping elsewhere.
The strategy comes at a pivotal time. Best Buy’s annual sales have declined for three straight years as consumer spending on electronics cools and tariffs add cost pressures.
The new marketplace could serve as a margin-friendly growth lever, allowing the retailer to collect commissions and advertising revenue while offloading inventory risk to sellers. Advertising in particular is a key prize, and as sellers jockey for search placement, Best Buy could build a high-margin revenue stream that scales quickly.
But execution will matter. Poor-quality sellers or irrelevant product sprawl could damage Best Buy’s brand if customers feel overwhelmed or underserved. Still, marketplaces have proven resilient for competitors, and the early screening process may limit risks.
Earnings are due August 28, where guidance on marketplace traction could become the real headline. If investors see early adoption, Best Buy could reset sentiment after a year-to-date decline of more than 16%.
In a sluggish retail environment, this pivot may offer a rare growth angle and a reason for contrarians to revisit the stock.
Retail
Home Depot Misses, but Long-Term Play May Rest on the Pros
Home Depot (HD) reported second-quarter results that fell short of Wall Street’s expectations, with earnings per share of $4.68 versus forecasts of $4.71 and revenue of $45.28 billion versus $45.36 billion expected.
The disappointment sent shares lower in early trading, but the bigger story is what lies ahead.
The retailer has been wrestling with softer demand for large renovations, a trend tied to higher mortgage rates and slower home turnover. Instead, homeowners are focusing on smaller projects and DIY maintenance, pressuring big-ticket categories like kitchens and baths.
Yet beneath the surface, Home Depot’s “Pro” business tells a different story. With its $18 billion acquisition of SRS Distribution and a pending $4.3 billion deal for GMS, the company is positioning itself as the go-to supplier for contractors. Roughly 55% of sales now come from pros, versus 45% from DIY customers.
That strategic tilt matters. While retail foot traffic is down, large professional accounts tend to be stickier and less sensitive to short-term economic swings.
If interest rates ease in 2025–2026, pent-up demand for renovations could spark a rebound, with pros leading the charge.
The near-term looks muted, but the professional channel could become the growth engine investors aren’t pricing in yet. Long-term investors may find opportunity in weakness, particularly if rate cuts later this year or next reenergize big-project spending.
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Semiconductors
Heavy Potential Meets Light Valuation for Intel
Intel (INTC) is suddenly back in focus after SoftBank unveiled a $2 billion investment at $23 per share, a move that immediately lifted the stock around 5% in premarket trading.
The investment is more than symbolic. It signals renewed conviction that Intel can reclaim a leading role in global chip manufacturing at a time when the U.S. government is pushing to secure supply chains and reduce reliance on Asia.
Reports also suggest that Washington may convert existing grants into an equity stake, adding further weight to Intel’s turnaround story.
The company has long been battling perception issues. While rivals like TSMC and Samsung dominate advanced nodes, Intel’s foundry push has been slow to deliver.
The new Ohio mega-fab is meant to change that narrative, but execution risk remains high. Still, having both private and public capital flowing in could give Intel the runway it needs to stabilize operations and reestablish itself as a serious competitor.
SoftBank’s vote of confidence also matters for sentiment. Investors have been skeptical about Intel’s ability to claw back market share in the AI era, where Nvidia and AMD set the pace.
But capital support from one of the world’s largest tech investors, combined with potential government backing, suggests that Intel’s strategic importance may outweigh its near-term struggles.
If Intel can deliver on its manufacturing commitments and show progress in AI-capable chips, today’s developments could mark an inflection point. With shares still well below past highs, the setup is one investors may not want to ignore.
Movers and Shakers
Tegna Inc. [TGNA] – Last Close: $20.18
Tegna is a major U.S. broadcaster with 64 local TV stations across key markets. Shares jumped more than 9% in premarket trading after reports that Sinclair offered to merge its TV unit with Tegna, valuing the stock between $25 and $30 per share. The news comes while Tegna is also in advanced talks with Nexstar, creating a bidding war scenario.
The stock has already been a repeated takeover target, and today’s move reflects expectations that consolidation is coming. With multiple suitors circling, the premium could expand further depending on which deal materializes.
My Take: Tegna’s strategic position in local broadcasting makes it a scarce asset. The valuation gap to $25–$30 suggests more upside if a deal closes, though Sinclair’s debt load adds risk. This is one to keep on the radar as M&A talks progress.
Palo Alto Networks [PANW] – Last Close: $176.17
Palo Alto Networks is a cybersecurity leader known for its next-generation firewalls and expanding AI-driven offerings. Shares surged over 6% in premarket trading after the company surpassed $10 billion in annual revenue and reported stronger-than-expected Q4 earnings. Growth in annual recurring revenue hit 32%, boosted by demand for cloud security and platform consolidation.
Management also raised guidance for fiscal 2026 and highlighted its pending acquisition of CyberArk as a way to expand into identity security. With margins and free cash flow both at multi-year highs, investors are rewarding the company’s execution.
My Take: PANW continues to prove it can scale profitably in a crowded market. If it delivers on the CyberArk integration, the stock could move toward re-rating higher into 2026.
Flex Ltd [FLEX] – Last Close: $49.77
Flex is a global manufacturing solutions company, building everything from cloud infrastructure components to consumer electronics. The stock jumped over 5% in premarket trading after the company announced a transaction agreement with Amazon that grants the e-commerce giant warrants to buy nearly 3.9 million Flex shares at $51.29, exercisable through 2030.
The deal underscores Flex’s growing role as a strategic supplier for Amazon, deepening a commercial relationship that could bring new business opportunities over the next five years. Analysts have maintained bullish views on the stock, with the most recent rating at “Buy” and a $49 price target, levels Flex has already surpassed in early trade.
My Take: The Amazon warrant deal is less about immediate dilution and more about validation. It signals confidence from a major customer in Flex’s long-term value. With shares pressing near a 52-week high, momentum could carry higher if investors continue to see the Amazon partnership as a growth catalyst.
Overlooked AI Play (Sponsored)
AI security isn’t science fiction anymore.
And the latest move from Palantir proves it.
They just partnered with a robotics company that has quietly built a real-world AI operation.
Not in theory. In practice.
Over 4 million autonomous hours. Deployed for government, for law enforcement agencies, and commercial sites.
And millions in revenue.
Imagine real-time threat detection, AI-led patrols, and predictive alerts all running around the clock.
It’s a model built to scale. And it’s live right now.
This is not a crowded trade. It’s still under the radar.
But not for long.
The AI arms race is heating up.
And this partnership could signal a breakout moment.
See what Palantir saw. Learn more and unlock the symbol here.
*Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT stock recommendations or constitute an offer or sale of the referenced securities.
Everything Else
SoftBank commits $2 billion to boost Intel’s chip expansion and long-term growth strategy.
Novo Nordisk rolls out steep cash discounts on Ozempic, aiming to broaden access to its diabetes drug amid high demand.
Air Canada flight attendants reach a tentative deal that could end the strike disrupting summer travel.
S&P affirmed the U.S. AA credit rating, citing tariff revenues as a key offset to fiscal risks.
Investors are watching whether Powell will use his Jackson Hole speech to temper expectations for a September rate cut.
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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