The AI buildout is creating a new constraint beyond chips: getting enough power, cooling, and infrastructure online fast enough to support all that computing. Dell’s latest outlook shows demand is still accelerating, while Palo Alto is using the same boom to deepen its position in cybersecurity.
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Futures at a Glance📈
Futures are subdued as rising oil prices and Treasury yields keep pressure on stocks. Renewed U.S.-Iran tensions are reviving inflation worries, while traders look to ADP jobs data and Broadcom earnings for the next major catalysts.
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What to Watch
Earnings (Premarket):
· Brown-Forman Corporation [BF.A]
Earnings (Aftermarket):
· Broadcom Inc. [AVGO]
· Snowflake Inc. [SNOW]
· Hewlett Packard Enterprise Company [HPE]
· NetApp, Inc. [NTAP]
· Five Below, Inc. [FIVE]
· Netskope, Inc. [NTSK]
· Argan, Inc. [AGX]
Earnings (Time Not Supplied):
· Trip.com Group Limited [TCOM]
Economic Reports:
· ADP National Employment Report (August): 8:15 am
· Factory orders (July): 10:00 am
· Federal Reserve Beige Book: 2:00 pm
Elite Trade Club Insider
A 10% Owner Just Bought $123.5 Million While A CEO Filed To Sell $74.6 Million
You’re looking at two large companies benefiting from very different structural growth stories. Elite Trade Club Insider readers are seeing the capital decisions underneath them: one major shareholder bought $123.5 million of stock across just two days, while the CEO at another filed to sell up to $74.6 million after an extraordinary run in earnings and cash flow.
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Market Pulse
The Labor Market Is Hiring Less Than the Headline Suggests
U.S. job openings edged higher in July, but the more important signal came from a sharp drop in actual hiring. Companies filled 278,000 fewer positions than in June, leaving the labor market in an unusual holding pattern where layoffs remain low but businesses are increasingly reluctant to add workers ahead of Friday’s employment report.
Japan Puts Another Rate Hike Firmly on the Table
Bank of Japan Governor Kazuo Ueda said policymakers will consider raising rates again in September as inflation risks become harder to ignore. Japan has already raised rates five times, but persistent price pressure and a weak yen are keeping the tightening cycle alive, adding another source of pressure to global bond markets.
AI & Infrastructure
Dell Adds $25 Billion to Its Forecast
Dell raised its annual revenue outlook by $25 billion after AI-server demand pushed quarterly sales to a record. The company now expects $74 billion of AI-optimized server revenue this fiscal year and says it has booked more than $130 billion of orders over the past 12 months, showing how quickly the infrastructure boom is expanding beyond the chipmakers themselves.
AI’s Next Bottleneck Is Power, Cooling, and Transformers
The race to build data centers is creating a second group of AI winners as power and cooling equipment becomes harder to secure. Suppliers including HD Hyundai Electric, Hainan Jinpan, and Delta Electronics are seeing stronger demand, while grid connections and transformer lead times are increasingly determining how quickly new computing capacity can actually come online.
Cybersecurity & Chips
Palo Alto Turns AI Risk Into Another Acquisition
Palo Alto Networks beat quarterly estimates and acquired AI-native platform Console as companies spend more heavily on securing increasingly automated systems. Management also forecast fiscal 2027 revenue above expectations, giving the cybersecurity leader another way to benefit from AI adoption even as the technology creates new risks for its customers.
Taiwan Finds Another $20 Billion for U.S. Tech Manufacturing
Taiwanese companies are planning another $20 billion of U.S. investment as AI and semiconductor orders remain exceptionally strong. The new commitments come on top of TSMC’s enormous Arizona expansion and reinforce a broader shift toward building more of the technology supply chain inside the United States.
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Autos & Consumer
Honda Wants $9 Billion of Costs Gone
Honda is pushing suppliers for aggressive price reductions as part of a plan to cut more than $9 billion of costs by 2030. Chinese automakers are gaining share with cheaper EVs and increasingly sophisticated software, forcing Honda to rethink everything from sourcing and parts costs to where hybrids fit into its long-term strategy.
Kimberly-Clark’s $40 Billion Kenvue Deal Clears Another Hurdle
Australian regulators approved Kimberly-Clark’s proposed takeover of Kenvue, provided the company sells the Carefree and Stayfree brands locally. The transaction would add names including Neutrogena and Listerine to Kimberly-Clark’s portfolio, creating a much larger consumer-health platform if the remaining regulatory approvals fall into place.
Healthcare & Markets
Novartis Finds a Potential $10 Billion Pipeline Winner
Novartis said its oral multiple-sclerosis drug remibrutinib outperformed an older treatment in two late-stage trials while also slowing disability progression. The drug is one of three closely watched pipeline programs that analysts believe could collectively generate more than $10 billion in peak annual sales, making the trial result particularly important as older blockbusters face generic competition.
The London Stock Exchange Moves Toward 24/7 Tokenized Trading
London Stock Exchange Group plans to launch blockchain-based versions of UK-listed shares through a partnership with Kraken parent Payward. The project fits into a broader push toward round-the-clock markets and faster settlement, bringing one of the world’s oldest exchanges directly into a trend previously led by crypto platforms and fintech companies.
Poll: A company you own reports flat revenue for the second consecutive quarter, but management blames "macro headwinds" and says demand is fine. What's your actual move?
- Give it one more quarter. Two quarters of flat revenue with a plausible macro explanation isn't a thesis break.
- Dig into the channel data and customer conversations immediately — if management is right, the evidence should confirm it
- Trim the position now. Flat revenue for two quarters usually means the business is losing, not waiting.
- Nothing changes. I own this for the long term and quarterly revenue wobbles are noise.
Movers and Shakers
GitLab [GTLB]: Premarket Move: +21%
GitLab surged after second-quarter results blew past expectations and management raised its full-year outlook. Revenue increased 21% to $286.3 million, well ahead of guidance, while the company posted its largest gross bookings quarter ever and net ARR growth above 40%, providing fresh evidence that AI-driven software development is boosting demand for its DevSecOps platform.
Hewlett Packard Enterprise [HPE]: Premarket Move: +6%
HPE climbed after Dell’s blowout results reinforced confidence in continued AI infrastructure spending. Dell reported a record $95 billion AI server backlog and sharply raised its annual outlook, providing a bullish read-through for HPE’s competing server and networking businesses ahead of its own earnings report after Wednesday’s close.
MongoDB [MDB]: Premarket Move: −14%
MongoDB plunged despite second-quarter earnings and revenue beating expectations and management raising its full-year guidance. Revenue jumped 30% to $771.8 million and adjusted EPS reached $1.90, but Atlas cloud revenue growth remained stuck at 29% for a third straight quarter, disappointing traders who had positioned for a bigger acceleration after the stock’s recent rally.
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Everything Else
📡 Billions in institutional capital have quietly moved into a select group of stocks. MarketBeat analysts identified the 10 names seeing the heaviest accumulation heading into the second half of 2026.
🖥️ Dell raised its annual forecasts after AI-server orders topped $130 billion over the past year and quarterly revenue reached a record $47 billion.
⚡ SoftBank-backed SB Energy filed for a U.S. IPO as booming AI data-center demand drives interest in companies supplying power and infrastructure.
🛢️ Comstock Resources agreed to a $1.65 billion asset sale that is expected to roughly halve its net debt while bringing Azerbaijan’s SOCAR into its Haynesville operations.
🚗 Volkswagen is making another push for job cuts and plant closures in Germany as management tries to lower costs and compete more effectively with Chinese automakers.
💎 GRT Jewellers is buying a controlling stake in Tribhovandas Bhimji Zaveri, combining strong jewelry footprints across southern and western India.
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