Palantir delivered one of the biggest software quarters in recent memory on Monday night, and the stock reflected it by Tuesday morning. Wayfair’s results were nearly as impressive, with US revenue hitting levels not seen since the pandemic.
Meanwhile, Treasury Secretary Bessent suggested a deal on the Strait could come within days, and today’s edition has everything else that moved markets on a session that didn’t hold back.
America’s Money Shift (Sponsored)
It wasn't voted on. It wasn't debated in the Senate. And most Americans have no idea it's even taking place but… President Trump is replacing the U.S. dollar.
The last time this happened it minted an average of 1,300 new millionaires a day for over half a century.
While leaving millions of other folks behind…
Which side will you be on?
Elite Trade Club Insider
Two Insiders Sold $14 Million as Their Stocks Reached New Highs
You’re looking at two companies delivering strong operating momentum while senior insiders convert major rallies into cash.
One executive sold nearly $9 million as an AI infrastructure stock broke through $300. Another insider sold approximately $5 million after an earnings beat pushed his company toward a fresh 52-week high. Insider readers are seeing which sale matters more, and where valuation has become the real risk.
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Markets
Palantir surged after reporting Q2 revenue up 93% year-over-year with US commercial bookings growing 153% and the company raising its full-year revenue target to around $8.15 billion, while Caterpillar beat and raised its full-year sales outlook as it races to meet surging data center generator demand after converting an existing Kansas plant to turbine engine production.
Treasury Secretary Scott Bessent said a deal with Iran to reopen the Strait of Hormuz could come “today or tomorrow,” which pulled oil down sharply and pushed equities higher with the S&P on pace to set a record close.
SpaceX releases its first quarterly report as a public company after the bell tonight, and AMD, Arista Networks, and Amgen are also on deck. AdaptHealth delivered the session’s worst guidance cut, slashing its full-year revenue outlook by 18%, while Bruker missed on revenue and cut its full-year sales forecast despite beating on EPS.
DJIA [+1.71%]
S&P 500 [+1.79%]
Nasdaq [+2.59%]
Russell 2k [+1.88%]
Health & Medicine
Moderna Starts Human Trial for Ebola Shot
Moderna began human testing of its experimental vaccine against Bundibugyo Ebola, using the same mRNA technology behind its COVID-19 shot to target a deadly strain with no approved vaccine.
The study will enroll about 80 healthy adults across three Canadian sites, while a $50 million partnership with CEPI supports testing and manufacturing for a program that could eventually provide at least 500,000 affordable doses to lower-income countries.
P&G Moves Deeper Into Supplements
Procter & Gamble is acquiring premium supplements maker Thorne, adding a wellness brand that had reportedly attracted other bidders and carried a potential valuation of up to $4 billion.
The deal gives P&G a larger position in vitamins, health testing, and personalized wellness products, expanding the company beyond household goods as consumers continue spending on higher-priced beauty and self-care brands.
Industrials & Automation
Caterpillar Breaks the $20 Billion Barrier
Caterpillar generated more than $20 billion in quarterly revenue for the first time, reaching $20.5 billion as earnings of $8.17 per share easily cleared Wall Street expectations.
Strong orders across construction, mining, and power equipment expanded the company’s backlog, while rising demand for generators and turbines used by AI data centers continued turning Caterpillar into a major supplier for the computing infrastructure boom.
Zebra Raises Outlook After Major Earnings Beat
Zebra Technologies reported a 20% revenue increase, reaching roughly $1.6 billion as adjusted earnings of $6.35 per share came in nearly $2 above Wall Street expectations.
Demand for its warehouse, retail, and workplace automation systems helped Zebra raise its full-year sales growth forecast to approximately 15%, with projected adjusted earnings now reaching about $21 per share.
Retail & Consumer
Walmart Brings Kids’ Meal Brand Into Stores
Walmart is adding Nurture Life’s frozen meals to more than 700 stores, giving the direct-to-consumer children’s food brand its largest move into physical retail.
The rollout gives Walmart a wider selection of convenient meals designed specifically for children, while Nurture Life gains national shelf space beyond its online subscription business as demand grows for faster family meal options.
Target Turns Good & Gather Into a Cookbook
Target launched its first Good & Gather cookbook, featuring 100 recipes developed by the retailer’s test kitchen and built around ingredients available across its stores.
The $24.50 book expands Good & Gather beyond packaged food and gives Target another way to promote a private-label brand that is on pace to generate roughly $4 billion in annual sales.
Market Leadership Shifts (Sponsored)
The first half of 2026 may have felt stable, but two powerful forces are now colliding.
AI is reshaping entire industries, while global trade and political alliances are becoming more fragile.
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AI & Cloud Infrastructure
Cloudflare Gives AI Agents Controlled Spending Power
Cloudflare introduced wallets and verified identities for AI agents deployed on its network, allowing automated systems to make online purchases while operating under limits set by the businesses or people controlling them.
The new tools combine digital identities, programmable spending caps, merchant controls, and micropayments, giving Cloudflare a larger role in the infrastructure needed for AI agents to purchase APIs, data, and online services safely.
CoreWeave Takes Its AI Cloud Into Asia
CoreWeave is expanding into Indonesia with three new data centers, marking the U.S. cloud provider’s first physical infrastructure in the Asia-Pacific region as demand for locally hosted AI computing capacity continues rising.
The facilities will add 360 megawatts of contracted power, remain fully owned and operated by CoreWeave, and support a local workforce as the company extends its global network beyond the 49 data centers it operated in March.
Financial Services & Wealth Management
SEI Opens Private Markets Door for 401(k) Plans
SEI and WTW expanded their strategic partnership to develop private-market investment options for 401(k) plans, combining WTW’s research and portfolio expertise with SEI’s trust and investment-platform services.
The companies are designing collective investment trusts and evergreen products that can bring private credit and other alternative assets into workplace retirement plans while addressing the liquidity, governance, and operational requirements faced by employers.
Ameriprise Adds $370 Million Wealth Team
Ameriprise added a private wealth practice managing more than $370 million in client assets, bringing the Florida-based Steinmetz Jackson Wealth Management Group over from Janney Montgomery Scott.
The team will use Ameriprise’s financial-planning resources, integrated technology, and AI tools to serve clients, extending the company’s recent advisor recruitment push as it expands its nationwide wealth-management network.
Top Winners and Losers
Autonomix Medical [AMIX] $19.50 (+434.25%)
Autonomix Medical is a micro-cap medical device company developing a catheter-based platform to treat chronic nerve pain by mapping and ablating sensory nerves.
The stock moved nearly 450% on massive volume as the company disclosed early-stage clinical data showing meaningful reductions in pain scores in a small pilot cohort. At a $3.54M market cap with no analyst coverage, this is a thin-float speculative move, not a fundamental repricing, but the clinical signal is real and the Phase 2 design is underway.
Wayfair [W] $116.08 (+29.73%)
Wayfair's Q2 revenue of $3.52 billion represented the company's strongest US performance since the pandemic-era demand surge of 2020, with specialty brands growing nearly 20% and luxury line Perigold expanding more than 35%.
Free cash flow hit $301 million, also the best since 2020. The quarter erased the stock's year-to-date losses in a single afternoon.
Palantir [PLTR] $162.66 (+29.45%)
Palantir's Q2 delivered 93% revenue growth to nearly $2 billion, US commercial growth of 149%, and 220 deals worth at least $1 million closed in a single quarter. The Rule of 40 score hit 155%, which UBS called "outstanding" and noted zero evidence of increased competition.
Management raised full-year guidance to around $8.15 billion. Nine straight earnings beats and the growth is accelerating, not decelerating.
AdaptHealth [AHCO] $6.70 (-38.09%)
AdaptHealth missed Q2 revenue by 13% at $740 million versus the $847 million consensus, posted a GAAP loss nearly 7x worse than expected, then slashed its full-year revenue guidance by 18% to a new midpoint of $2.87 billion.
The culprits: a failed West Coast partnership and an unexpected manufacturer price increase that management hadn't flagged. A revenue miss, profit miss, and guidance reset in the same release is a hard combination to absorb at any valuation.
Better Home & Finance [BETR] $17.27 (-36.74%)
Better announced that CEO and founder Vishal Garg is stepping down, replaced by Daniel Lewis as interim CEO, on the same day as preliminary Q2 results.
Investors don't tend to reward unplanned founder exits at fintech companies still burning cash toward breakeven. The leadership news overwhelmed revenue that actually came in slightly above the company's own guidance.
Bruker [BRKR] $50.30 (-21.79%)
Bruker beat Q2 EPS by a wide margin but revenue of $838 million missed expectations and management followed up by cutting the full-year revenue forecast to a $3.56 billion midpoint, below analyst estimates.
The scientific instrument maker's combination of a topline miss and a guidance reduction proved that EPS beats don't insulate a stock when the revenue story isn't working.
How do you define your own investment edge over other market participants?
What Elon Revealed (Sponsored)
Elon Musk spent millions to speak directly to 125 million Americans during the year’s biggest television event.
Most viewers moved on. But former hedge fund manager Whitney Tilson believes Musk revealed a major financial shift hiding in plain sight.
See Elon’s warning and what Tilson says investors should do next.
Everything Else
🏛️ Shareholder-friendly compounders are back in style, as investors look for companies that can weather downturns and still keep income flowing.
📈 The S&P 500 and Dow climbed to record highs as strong AI-driven earnings and hopes for a Middle East agreement lifted investor sentiment.
🍔 McDonald's beat earnings estimates and named a new U.S. president as the fast food giant looks to accelerate growth.
📦 The U.S. trade deficit narrowed in June as declining imports outpaced changes in exports.
🌯 Chipotle shares fell after a salmonella outbreak in Minnesota renewed concerns about food safety at the restaurant chain.
🚗 Separating Tesla's China business ahead of a potential merger with SpaceX could prove legally and financially complex.
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