Palantir gave investors fresh evidence that enterprise AI demand is turning into real revenue, while Grab showed how automation and disciplined spending can lift both growth and margins. HSBC added another strong earnings beat, even as SoftBank’s expanding AI ambitions raised new questions about balance-sheet risk.
America’s AI Buildout (Sponsored)
Taiwan Semiconductor just posted strong earnings and raised its full-year growth outlook above 40%.
But the bigger story may be its expanding U.S. investment. The chipmaker is reportedly adding another $100 billion to the $165 billion it already committed to American manufacturing.
That is $265 billion moving into U.S. chip infrastructure as the AI race accelerates.
One analyst believes this spending points to a much larger government-backed AI project now taking shape, and he has identified one little-known company that could be positioned directly in its path.
See the company positioned for America’s next AI buildout.
Futures at a Glance📈
Futures are leaning higher as Big Tech keeps the rally rolling. Investors are also looking ahead to another packed earnings slate, with fresh geopolitical uncertainty keeping some caution in the background.
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What to Watch
Earnings (Premarket):
• Caterpillar, Inc. [CAT]
• Merck & Company, Inc. [MRK]
• McDonald’s Corporation [MCD]
• Pfizer, Inc. [PFE]
Earnings (Aftermarket):
• Space Exploration Technologies Corp. [SPCX]
• Advanced Micro Devices, Inc. [AMD]
• Arista Networks, Inc. [ANET]
• Amgen Inc. [AMGN]
• Gilead Sciences, Inc. [GILD]
• Booking Holdings Inc. [BKNG]
Economic Reports & Fed Speakers:
• Trade Balance (Jun.): 8:30 am
• Job Openings and Labor Turnover Survey (Jun.): 10:00 am
• Factory Orders (Jun.): 10:00 am
• Federal Reserve Bank of Kansas City President Jeffrey Schmid speaks: Time TBA
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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Market Pulse
Corporate Earnings Keep Europe Within Reach of New Highs
European stocks moved higher as investors focused on a packed slate of corporate results, leaving the STOXX 600 within striking distance of another record. The index-level calm masked sharp moves underneath, with investors rewarding companies that protected margins and punishing those that softened their outlooks.
Strong U.S. Data Puts Rate Hikes Back in the Conversation
A four-year high in American manufacturing activity reinforced concerns that the U.S. economy may still be running too hot. Corporate results are also holding up, with roughly 84% of reporting S&P 500 companies beating expectations, but stronger growth could make it harder for the Federal Reserve to declare victory over inflation.
AI & Enterprise
Palantir Proves Enterprise AI Can Move Beyond the Pilot Stage
Palantir raised its annual revenue forecast after demand accelerated across its government and commercial businesses. Quarterly revenue surged 93%, while U.S. commercial sales climbed 149% and government revenue increased 90%, giving investors one of the clearest examples yet of AI spending translating into real contracts and cash flow.
SoftBank’s AI Empire Faces a Balance-Sheet Reality Check
SoftBank’s upcoming earnings will test how much longer it can finance its expanding commitments to OpenAI and AI infrastructure. The company has committed more than $60 billion to the theme, but rising borrowing costs and greater reliance on loans backed by Arm and private-company stakes are making investors less comfortable with the strategy.
Platforms & Mobility
Snap’s Cost Cuts Finally Give Investors Something to Like
Snap shares jumped after the company reported stronger revenue, better user growth, and a narrower quarterly loss. Revenue increased 19% to $1.6 billion, while subscription and other non-advertising revenue surged 85%, suggesting Snapchat is beginning to build a more balanced business beyond its still-volatile advertising operation.
Grab Turns Affordability and AI Into Faster Growth
Grab raised its annual revenue and profit forecasts after delivering a stronger-than-expected quarter. Revenue rose 22% to $997 million and on-demand transaction volume climbed 21%, while AI-powered efficiency gains helped lift margins and gave the company enough confidence to authorize a new $750 million share buyback.
Banks Sound Alarm (Sponsored)
Goldman Sachs and Morgan Stanley are warning that the next market crisis could wipe out recent gains and keep portfolios under pressure for years.
The latest oil shock may be only one part of a much bigger problem already taking shape.
See what Wall Street is telling its clients and the steps you can take now to protect your money.
See How to Defend Your Wealth
*This ad is sent on behalf of TradeSmith at 1125 N. Charles Street, Baltimore, Maryland 21201. If you’re not interested in this opportunity, please click here.
Banking & Capital
HSBC’s Asia Strategy Produces Another Profit Beat
HSBC announced a $1 billion share buyback after first-half profit exceeded expectations. Pretax profit climbed 23% to $19.5 billion as lending income remained resilient and wealth-management revenue increased 18%, supporting the bank’s decision to raise its full-year net-interest-income forecast.
Rabobank Puts €2 Billion Behind Its AI Overhaul
Rabobank plans to invest €2 billion in data, technology, and artificial intelligence over the next three years. The spending is intended to modernize customer service and expand AI across the organization, but it arrives as first-half net profit remained flat, increasing pressure on management to prove the investment can produce measurable returns.
Consumer & Healthcare
Zalando’s Growth Story Runs Into a Cautious Consumer
Zalando shares fell after the online retailer said annual growth would likely land in the lower half of its existing forecast range. Quarterly merchandise volume still increased more than 20%, but weaker discretionary demand and aggressive fast-fashion competition are making it harder for the company to convert that activity into a stronger full-year outlook.
Bayer’s Turnaround Gets Help From Earnings and Lower Debt
Bayer reported an unexpected increase in quarterly operating profit and reduced its year-end debt forecast. Strong agricultural-product sales pushed adjusted EBITDA above expectations, while proceeds from an asset sale could bring net debt down to between €29 billion and €30 billion, giving management more room to rebuild the pharmaceutical pipeline.
Trivia: New York's stock exchange gets all the attention — but it wasn't the first in America. Which was?
Movers and Shakers
Ameresco [AMRC]: Premarket Move: +28%
Ameresco surged as strong demand for energy infrastructure projects helped quarterly revenue reach $515.5 million, well above the $467.4 million consensus estimate. The broader story is rising spending on reliable power and infrastructure modernization, with the company maintaining a $2.0 billion–$2.2 billion revenue outlook for 2026.
Powell Industries [POWL]: Premarket Move: −14%
Powell Industries fell as a record $2.4 billion backlog shifted investor attention from winning orders to delivering them on schedule. New orders reached $934 million, including a data-center contract worth more than $400 million, but that concentration raises the stakes around project timing, capacity expansion, and backlog conversion.
Advanced Energy Industries [AEIS]: Premarket Move: +10%
Advanced Energy climbed after quarterly revenue reached $574 million and adjusted earnings beat forecasts by $0.54 per share. The results reinforce its position in precision power systems for semiconductor equipment and AI data centers, where growing computing loads require more sophisticated power conversion and control technology.
Pentagon AI Winner (Sponsored)
President Trump owns up to $5 million in shares of this AI company (not Nvidia or SpaceX).
He's strongly endorsed its leadership and products. And he just awarded it with a nearly $10 billion Pentagon contract.
No wonder one legendary fund manager says it could become the cornerstone of your retirement.
Click here for its name and ticker.
*This ad is sent on behalf of InvestorPlace Media at 1125 N. Charles Street, Baltimore, Maryland 21201. If you're not interested in this opportunity, please click here
Everything Else
🏦 Steady income stocks are gaining appeal, as investors look for businesses that can keep rewarding shareholders without demanding constant attention.
🛢️ BP’s second-quarter earnings reflected volatile crude markets and the Iran conflict as investors assessed the durability of energy profits.
🇸🇦 Saudi Aramco’s latest results put production, pricing, and geopolitical disruption under the microscope as the company navigated a tougher oil backdrop.
🏦 HSBC beat profit expectations as stronger net interest income and fees supported another solid quarter for the global bank.
📦 Amazon entered the $3 trillion club as renewed AI optimism strengthened confidence in its cloud business and long-term growth.
🛡️ Palantir raised its annual revenue forecast as strong U.S. government and commercial demand extended the company’s AI-driven momentum.
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Elite Trade Club
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