Foxconn’s AI server business has now grown larger than its iPhone assembly operations, while CoreWeave is raising spending again to keep up with surging demand. Tencent also showed the other side of the AI boom, with heavier investment weighing on profits even as revenue kept growing.
High Confidence Picks (Sponsored)
Every market cycle produces a handful of companies that dramatically outperform the rest.
Our latest screening has identified the 5 Stocks Set to Double — companies showing rare early-stage momentum traits.
These picks carry the same indicators that historically precede strong rallies.
Past reports highlighted stocks that surged +175%, +498%, and +673%.
Get the Free 5 Stocks Set to Double Report.
*This free resource is being sent by Zacks. We identify investment resources you may choose to use in making your own decisions. Use of this resource is subject to the Zacks Terms of Service.
*Past performance is no guarantee of future results. Investing involves risk. This material does not constitute investment, legal, accounting, or tax advice. Zacks Investment Research is not a licensed dealer, broker, or investment adviser.
Futures at a Glance📈
Futures are edging higher as traders brace for Wednesday’s big inflation report. Tech is providing some lift after strong earnings from CoreWeave and Super Micro, but the CPI print could quickly reset expectations for the Fed’s next move.
Want to make sure you never miss a pre-market alert?
Elite Trade Club now offers text alerts — so you get trending stocks and market-moving news sent straight to your phone before the bell.
Email’s great. Texts are faster.
You’ll be first in line when the market starts moving.
What to Watch
Earnings (Premarket):
· Nebius Group N.V. [NBIS]
· Amcor plc [AMCR]
· Performance Food Group Company [PFGC]
· Trimble Inc. [TRMB]
· Bio-Techne Corp [TECH]
Earnings (Aftermarket):
· Cisco Systems, Inc. [CSCO]
· Coherent Corp. [COHR]
· Cerebras Systems Inc. [CBRS]
· Pan American Silver Corp. [PAAS]
· Suzano S.A. [SUZ]
Economic Reports:
· Consumer price index (July): 8:30 am
· CPI year over year: 8:30 am
· Core CPI (July): 8:30 am
· Core CPI year over year: 8:30 am
· Monthly U.S. federal budget (July): 2:00 pm
Elite Trade Club Insider
$226 Million In Insider Selling Just Hit Two Market Winners
You’re looking at two companies with strong operating momentum and stocks that have rewarded shareholders. Elite Trade Club Insider readers are seeing what sits underneath those charts: two co-founders sold roughly $131 million after a major earnings breakout, while a large financial sponsor converted and sold another $93.8 million from one of the market’s hottest infrastructure stories.
You’re reading the free version. Here’s what we held back.
Every day, insiders and institutions move millions before the market catches on. We surface the data behind those moves before the rest of the market sees it.
A subscription gets you:
The insider buys, options bets, and dark pool moves the free edition can't show you. Unlocked every weekday.
A Sunday Deep Dive that tells you where to look before Monday's bell rings.
The Friday Smart Money Brief: who bought, who sold, where the big options bets landed, and where institutions are hiding volume. Three data layers. One email.
A Monthly Insider Scorecard so you always know whether smart money is buying or selling the market.
Every past Insider edition, unlocked, on elitetrade.club. Go back and see what you missed.
$25/mo or $250/yr. 30-day money back guarantee. Cancel anytime. Founding member pricing: lock in $25/mo before we raise it.
Market Pulse
Inflation Gets the Final Say on the Fed
Markets enter Wednesday focused squarely on the latest U.S. inflation report, with last week’s softer jobs data failing to settle the debate over what the Federal Reserve does next. A cooler reading could strengthen the case for holding rates steady, while another inflation surprise would put renewed pressure on stocks that have benefited from expectations of easier policy.
Hedge Funds Start Betting Against the AI Rally
Professional investors became more skeptical of one of the market’s hottest trades in July, with hedge funds increasing short positions across AI-related stocks. The shift came alongside renewed volatility in semiconductor shares and suggests the market is becoming less willing to treat every company tied to AI spending as an automatic winner.
AI & Cloud
CoreWeave Turns Exploding Demand Into an Even Bigger Spending Plan
CoreWeave raised its 2026 revenue, profit, and capital-spending forecasts after another surge in demand for its AI cloud infrastructure. Its backlog climbed above $100 billion, while customers including Meta, Anthropic, and Caterpillar are helping the Nvidia-backed cloud provider prove there is still enormous demand for additional computing capacity.
Foxconn’s AI Server Business Is Now Bigger Than the iPhone
Foxconn reported a 35% increase in quarterly profit as demand for AI servers continued to reshape its business. Cloud and networking products generated more than half of quarterly revenue for the first time, overtaking the consumer-electronics division that includes its massive iPhone assembly operations.
China Tech & Platforms
Tencent’s AI Bill Starts Showing Up in Profit
Tencent reported double-digit revenue growth as stronger advertising and steady gaming sales supported its core businesses. Profit still missed expectations as the company stepped up AI investment, highlighting the same question confronting U.S. tech giants: how quickly can enormous spending translate into enough incremental earnings to justify it?
Meta’s $2 Billion AI Deal Comes Apart
AI startup Manus said it will return to operating independently as its deal with Meta unwinds. The separation follows Beijing’s move earlier this year to block Meta’s acquisition on national-security grounds, showing how valuable AI startups are becoming another pressure point in the U.S.-China technology rivalry.
Short-Term Focus (Sponsored)
A newly released report highlights seven stocks chosen for their near-term potential.
Selections are based on a mix of technical and fundamental indicators.
While past picks have performed well, future results are uncertain.
The report is available for a limited time.
Access the free report.
*This free resource is being sent by Zacks. We identify investment resources you may choose to use in making your own decisions. Use of this resource is subject to the Zacks Terms of Service.
*Past performance is no guarantee of future results. Investing involves risk. This material does not constitute investment, legal, accounting, or tax advice. Zacks Investment Research is not a licensed dealer, broker, or investment adviser.
Travel & Enterprise
Ryanair Puts Google’s AI in the Cockpit of Its Operations
Ryanair signed a five-year partnership with Google Cloud that will bring Gemini and DeepMind tools into crew scheduling, fleet management, maintenance, and operational decision-making. The airline is also maintaining Amazon Web Services as part of a dual-cloud strategy, making this a practical example of AI moving from customer-facing experiments into the machinery of a large global business.
Tata’s Leadership Fight Spills Into the Stock Market
Shares across India’s Tata Group sold off after Chairman N. Chandrasekaran said he would step down following months of tension with the charitable trusts that control Tata Sons. The dispute puts a leadership question over one of India’s most important conglomerates at a time when businesses ranging from TCS and Jaguar Land Rover to Air India are already navigating major strategic challenges.
Infrastructure & Finance
Balfour Beatty Finds Another Leg in the Infrastructure Boom
Balfour Beatty raised its annual profit forecast as strong demand for infrastructure projects in the United States and United Kingdom continued to strengthen its order book. The results are another sign that the capital-spending cycle is benefiting construction and engineering companies alongside the technology names receiving most of the attention.
Higher Rates Keep Working in ABN Amro’s Favor
ABN Amro raised its full-year net-interest-income guidance after quarterly profit jumped nearly 30% and exceeded expectations. Stronger lending income and continued cost discipline are helping the Dutch bank capitalize on higher European interest rates, extending a favorable earnings backdrop seen across several of the region’s lenders.
Trivia: Amazon Prime is now one of the world's most successful subscription businesses. What did it cost and promise when it launched in 2005?
Movers and Shakers
H&R Block [HRB]: Premarket Move: +15%
H&R Block jumped after fiscal-year results showed stronger profitability and set up another year of aggressive shareholder returns. The tax preparer raised its quarterly dividend 10% to $0.46, plans roughly $400 million in buybacks for fiscal 2027, and expects adjusted EPS of $6.04–$6.24.
Savers Value Village [SVV]: Premarket Move: −13%
Savers Value Village fell after an upsized secondary offering put 20 million shares on the market at $10.25 apiece. The shares are being sold by Ares-affiliated stockholders rather than the company, with Savers simultaneously agreeing to repurchase $10 million of stock at the offering price.
Super Micro Computer [SMCI]: Premarket Move: +9%
Super Micro climbed as its massive AI-server order book begins translating into a new sales ramp. The company entered fiscal 2027 with more than $60 billion in new orders and its largest-ever backlog, while first-quarter guidance points to roughly 35% sequential revenue growth after gross margin recovered to 17.5%.
Tax Strategy (Sponsored)
Many investors overlook deductions that could help minimize capital gains tax, such as:
Eligible investment expenses
Selling costs tied to property
Each comes with IRS rules and reporting requirements. That’s why consulting a fiduciary financial advisor is often recommended.
See Advisor Matches.
Everything Else
🚀 These 7 stocks have powered through recessions, inflation scares, and market panics and they're still rewarding shareholders today.
☁️ CoreWeave raised its 2026 spending plan after beating quarterly estimates, as surging AI demand pushed revenue backlog above $100 billion and sent shares higher.
📱 Foxconn posted a 35% jump in second-quarter profit, beating expectations as AI servers overtook consumer electronics as its largest business.
🎮 Tencent’s revenue climbed 11% as AI boosted advertising and gaming stayed strong, although heavier AI investment left profit below expectations.
🌬️ Vestas shares surged after the wind-turbine maker raised its full-year margin outlook, making it one of Europe’s standout earnings movers.
🏗️ Balfour Beatty jumped after strong U.S. and UK demand supported its latest results, giving the construction group a sharp earnings-day rally.
You Read This Far. Here's Where the Real Work Lives.
We run three live portfolios on Autopilot, and everything about them is public: every position, every allocation, every trade, visible the moment it happens.
We keep our own money in each one, because analysis you won't fund yourself is just content.
THE UNBREAKABLE STACK
Our growth book: durable software and cybersecurity names built to compound quietly for years.
THE HORMUZ PREMIUM
Our energy thesis: built for how that sector actually pays, over quarters, not headlines.
THE SQUEEZE
The defensive sleeve: staples and steady compounders, boring on purpose, built for the nights you'd rather sleep than watch futures.
And here's the part that makes it effortless: Autopilot does the trading for you. Connect the brokerage you already use (Robinhood, Schwab, Fidelity, and more) and every move we make gets mirrored in your own account automatically.
Your money never leaves your brokerage. It stays in your account, under your control, and you can override any trade or disconnect anytime. Autopilot even rebalances automatically when allocations drift, and you get a notification every time something happens.
No watching tickers. No timing entries. No fat-finger mistakes at market open. You pick the portfolio, we do the work, your account follows along.
Pick the one that fits your risk level, or run all three:
Live portfolios, real positions, our own capital at stake. Your funds stay in your own brokerage account. Past performance doesn't guarantee future results.
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
Click here to get our daily newsletter straight to your cell for free.
P.S. Just like this newsletter, it's 100% free*, and you can stop at any time by replying STOP.
