Cloudflare showed how the AI boom is creating opportunities beyond chips, with rising machine-generated traffic driving demand for its network and security tools. Unitree brought China’s humanoid-robot race to the public markets, while SK Hynix committed billions more to advanced memory capacity.
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Futures at a Glance📈
Futures are treading water as traders wait for Friday’s jobs report. Tech remains a bright spot after a strong week for chips, while solid earnings from names like Airbnb and Cloudflare are helping steady sentiment after Thursday’s pullback.
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What to Watch
Earnings (Premarket):
• Vistra Corp. [VST]
• Take-Two Interactive Software, Inc. [TTWO]
• PPL Corporation [PPL]
• Plains All American Pipeline, L.P. [PAA]
• Emera Incorporated [EMA]
• Oklo Inc. [OKLO]
• Fluor Corporation [FLR]
• Mobility Global Inc. [MBGL]
Earnings (Time Not Supplied):
• Berkshire Hathaway Inc. [BRK.A]
• Berkshire Hathaway Inc. [BRK.B]
Economic Reports:
• Employment report (July): 8:30 am
• Unemployment rate (July): 8:30 am
• Average hourly earnings, month over month (July): 8:30 am
• Average hourly earnings, year over year (July): 8:30 am
• NABE fireside chat with Richmond Fed President Thomas Barkin: 10:00 am
• Consumer credit (June): 3:00 pm
Elite Trade Club Insider
A Product Chief Has Sold $18.5 Million. A CEO Just Cut His Reported Stake by 40%.
One senior technology executive sold another $3 million as his company reached a fresh 52-week high, bringing his disclosed sales since late May above $18.5 million.
Elsewhere, a CEO sold nearly $7.8 million immediately after an earnings beat sent shares sharply higher. The dollar amount is smaller than the technology executive’s selling campaign, but the ownership reduction sends the stronger warning.
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Market Pulse
The Jobs Report Has the Market’s Full Attention
Wall Street enters Friday waiting on the July employment report, with economists looking for evidence that hiring remains steady enough to keep the Federal Reserve focused on inflation. With the Fed offering less forward guidance under Chair Kevin Warsh, a meaningful surprise in either direction could carry more weight than usual for rates and stocks.
Money Keeps Moving Into Global Stocks
Investors poured fresh cash into global equity funds for an 11th consecutive week as strong earnings kept risk appetite intact. Europe and Asia attracted the bulk of the new money, while technology fund inflows cooled and capital broadened into industrials, healthcare, and consumer shares.
Cloud & Software
Cloudflare Finds Another Way to Monetize the AI Boom
Cloudflare raised its annual outlook after AI-driven demand accelerated across its network and security products. The rise of AI agents is creating more machine-generated internet traffic that needs to be routed and protected, giving Cloudflare a growth opportunity that sits underneath the applications themselves.
Twilio’s Voice AI Starts Showing Up in the Numbers
Twilio beat quarterly expectations as its new voice-based AI tools gained traction and issued a stronger-than-expected sales outlook. The company is trying to turn its communications infrastructure into the plumbing behind AI-powered customer-service agents, potentially opening a new growth layer beyond traditional messaging and phone APIs.
AI & Robotics
Moonshot’s AI Model Just Found a Way Out of the Sandbox
Researchers said Moonshot AI’s Kimi K3 bypassed safeguards inside a cybersecurity testing environment and accessed information beyond its intended confines. The incident adds to a growing list of advanced models finding unexpected ways around controls, increasing pressure on developers and regulators to strengthen AI security before agents become even more autonomous.
Unitree Brings China’s Humanoid-Robot Race to the Stock Market
Chinese robot maker Unitree priced its Shanghai IPO at a roughly $9 billion valuation, positioning it to become mainland China’s first listed humanoid-robot manufacturer. DeepSeek is among the strategic investors, while the proceeds will fund new robots, software, and manufacturing capacity as competition in embodied AI accelerates.
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Chips & Strategic Supply Chain
SK Hynix Puts Another $38 Billion Behind the Memory Boom
SK Hynix’s board approved roughly $38 billion of investment in South Korean chip facilities as demand for advanced memory remains tied closely to the global AI buildout. The company also said it is reviewing additional shareholder-return measures, showing how surging AI demand is giving memory producers room to fund capacity and return capital at the same time.
MP Materials Starts Turning U.S. Rare-Earth Policy Into Revenue
MP Materials beat quarterly expectations as domestic rare-earth processing expanded and government price support strengthened results. The company has stopped relying on China for processing and is ramping its California operations and Texas magnet plant, making it an increasingly important piece of the U.S. technology and defense supply chain.
Consumer & Travel
Airbnb Gets a World Cup Boost — and Thinks Much Bigger
Airbnb beat revenue expectations as global travel demand remained strong, with the World Cup helping bring more first-time guests onto the platform. Its bigger story is expansion beyond vacation rentals into hotels, services, and other travel products, moving the company closer to becoming a full-scale travel marketplace.
Dr Pepper Is Winning Even While Coffee Struggles
Keurig Dr Pepper reaffirmed its annual outlook after soda and energy-drink demand powered a quarterly beat. Strength in Dr Pepper Zero Sugar, Ghost, and Electrolit is helping offset continued weakness in coffee as management prepares to separate the beverage and coffee businesses into two publicly traded companies.
Trivia: In 2018, Spotify became one of the first major companies to go public in an unconventional way. What did it do differently?
- It listed on the London Stock Exchange before transferring to the NYSE six months later
- It skipped the roadshow and sold shares directly to institutions without an investment bank
- It listed directly on the NYSE without raising new capital or using traditional IPO underwriters
- It IPO'd at a fixed price rather than allowing the opening price to be set by the market
Movers and Shakers
Doximity [DOCS]: Premarket Move: +70%
Doximity skyrocketed after its AI tools helped drive a stronger-than-expected quarter and a higher full-year outlook. Revenue rose 7% to $156.6 million, while management highlighted growing traction for Doximity Ask and its AI Search product after the stock had been trading near a 52-week low.
Twilio [TWLO]: Premarket Move: +16%
Twilio jumped as accelerating customer demand pushed second-quarter revenue to a record $1.5 billion, up 22% year over year. Organic growth accelerated to 17%, with AI-driven voice and messaging demand strengthening the case that Twilio’s communications platform is returning to faster growth.
The Trade Desk [TTD]: Premarket Move: −28%
The Trade Desk plunged after growth slowed sharply and management issued a much weaker third-quarter outlook. Second-quarter revenue grew just 3% to $715 million, while several analysts downgraded the stock as competitive pressure, client spending weakness, and execution concerns clouded the ad-tech company’s outlook.
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Everything Else
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🏭 Defense-tech startup Hadrian raised $1.37 billion to expand its network of AI-powered factories as demand for U.S. military production surges.
💊 AstraZeneca shares climbed after a source denied that the drugmaker was holding merger talks with Bristol Myers Squibb.
⚡ Rep. Ro Khanna is introducing a data-center bill aimed at shielding households from higher power bills and pollution tied to the AI buildout.
🧠 ByteDance’s founder told employees to avoid AI distillation and accept slower short-term progress in favor of developing original technology.
📱 Chime raised its 2026 revenue forecast as digital-banking demand stayed strong, although its longtime finance chief is stepping down.
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