$PYPL 0.64 Developing

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• @amitisinvesting bullish 2828 eng

  A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Alphabet $GOOGL delivered a massive Q2 2026, with revenue up 24% YoY to $119.8B and operating income rising 30% YoY to $40.8B. Search revenue grew 17% YoY to $63.3B, while Google Cloud had its fastest growth quarter ever, surging 82% YoY to $24.8B and producing $8.8B of operating income. Net income jumped 298% YoY to $112.1B. On the AI side, the Gemini app reached 950M monthly active users, and Gemini models are now processing 22B API tokens per minute. The one major drag was free cash flow, which turned negative at -$5.8B, marking Google’s first negative FCF quarter in years. Still, this was the company’s strongest revenue acceleration in 3 years, driven by explosive cloud growth and rising AI usage. 2. AMD $AMD and Anthropic have reportedly signed an AI server deal worth tens of billions of dollars, per WSJ. Under the agreement, Anthropic would buy up to 2GW of AMD’s latest-generation Instinct MI450 chips beginning in the first half of 2027. AMD also plans to invest up to $5B in Anthropic as deployment milestones are reached, and is reportedly discussing a potential financial backstop for Anthropic’s future data center leases. The deal marks another major push by AMD to deepen its AI infrastructure footprint and compete more directly with Nvidia. 3. President Trump said the U.S. will respond to any Iranian attack on ships in the Strait of Hormuz by bombing and destroying one Iranian bridge or power plant each time it happens. Trump said the policy applies “from this point forward” and could include infrastructure located near or inside Tehran. 4. Tesla $TSLA reported a mixed Q2, with revenue beating at $28.24B vs $26.32B expected, up 26% YoY, but profitability coming in weaker as adjusted EPS was $0.33 vs $0.51 expected, gross margin was 16.8% vs 19.4% expected, and operating margin fell to 1.4% vs 5.4% expected. Automotive revenue grew 23% YoY to $20.52B, deliveries rose 25% YoY to 480,126, production increased 10% YoY to 451,758, and free cash flow was -$1.09B, better than the -$3.25B estimate. Tesla ended the quarter with $43.52B in cash and investments, while GAAP net income was $1.11B, helped by a $1.01B unrealized gain on its SpaceX investment. The bigger story was AI and autonomy: Cybercab production began at Gigafactory Texas, Robotaxi is now operating across seven major U.S. metros, active FSD subscriptions reached 1.48M, up 56% YoY, and more than 55% of new North American deliveries included an FSD subscription. Tesla also said Optimus production lines are being installed for expected production in 2026. 5. Nvidia $NVDA CEO Jensen Huang pushed back on fears around Kimi K3, DeepSeek, and China’s open-source AI models, saying U.S. companies should be allowed to use them because developers can download, fine-tune, and guardrail the models themselves. Huang said Chinese open-source models are “excellent” and argued the market misunderstood DeepSeek the first time and is now misunderstanding Kimi. His broader point is that strong open models should expand overall AI usage, not hurt closed models, and that more AI usage ultimately means more Nvidia systems, more data centers, and more demand for accelerated compute. 6. The top 10 most active options today by contracts traded were $NVDA with 5.1M contracts, $AAPL with 1.2M contracts, $TSLA with 844K contracts, $AMZN with 828K contracts, $MU with 803K contracts, $SMCI with 746K contracts, $SPCX with 745K contracts, $MSFT with 722K contracts, $INTC with 548K contracts, and $PLTR with 540K contracts. 7. Google $GOOGL raised its FY26 capex outlook to $195B–$205B, up from $180B–$190B, as the company pulls forward capacity to keep up with stronger demand. Google said only a small portion of revenue from existing TPU system sales agreements is expected to be recognized in 2026, with most of it flowing through in 2027. Because of supply constraints, Google also plans to lean more on third-party capacity in Q3 as a temporary bridge, which could create some modest near-term margin pressure. 8. ServiceNow $NOW delivered a strong Q2, beating on revenue, EPS, cRPO, and operating margin while raising its FY26 outlook. Total revenue came in at $3.99B vs $3.92B expected, up 24% YoY, with subscription revenue up 24.5% YoY to $3.88B. Adjusted EPS was $0.90 vs $0.86 expected, and cRPO reached $13.2B, up 21% YoY and ahead of estimates. The company raised FY26 subscription revenue guidance to $15.76B–$15.78B, while guiding for 81% subscription gross margin, 31.5% operating margin, and 35% free cash flow margin. AI was the biggest highlight, with ServiceNow AI ACV crossing $1B in Q2 and agentic deployments increasing 9x in just nine months. RPO rose to $29B, customers above $5M in ACV grew 23% YoY to 658, and deals over $1M in ACV jumped roughly 40% YoY to 123. 9. Stripe generated $3.2B in free cash flow in 2025, up 52%, as revenue climbed roughly one-third to $6.8B, its fastest growth since 2021, according to The Information. The company also reached $2B of revenue in Q1 2026. Stripe’s momentum is being helped by AI customers, with the company processing subscription and usage-based payments for OpenAI, Anthropic, and other AI companies. Its billing, invoicing, and tax products are also tracking toward a $1B annual run rate this year. That level of cash generation gives Stripe more flexibility to keep expanding, following its acquisitions of Metronome and Bridge, plus the reported Stripe and Advent International offer of more than $53B for PayPal $PYPL. 10. Apple $AAPL is reportedly gearing up for a major Mac refresh cycle starting this fall and continuing through 2027, per Bloomberg. The first wave is expected to include an M6 14-inch MacBook Pro and updated iMacs, followed later by redesigned 14-inch and 16-inch MacBook Pros featuring OLED touchscreens. Apple is also working on new MacBook Air, MacBook Neo, Mac mini, and Mac Studio models, though some release timing may depend on memory-chip availability. 11. Baird reiterated Nebius $NBIS at Outperform with a $250 price target, arguing the company is well positioned as AI workloads shift from training toward inference. The firm’s bullish view is built around Nebius’ full-stack platform, strong software attach, expanding customer base, sector-leading growth, and experienced team from the Yandex carve-out. Baird also said Nebius is moving quickly to strengthen its stack through high-quality acquisitions, helping it compete in a fast-changing AI infrastructure market. 12. OpenAI is now reportedly forecasting roughly $750B of compute spending through 2030, up from about $600B earlier this year, as it continues locking down cloud and data center capacity, per WSJ. The company also announced a $20B initial investment in Project Camellia in Georgia, where OpenAI will serve as lead designer and developer for the first time, with 3.2GW of power contracted between 2028 and 2032. Other reported infrastructure commitments include 6GW with Oracle, $138B over eight years with AWS, and another $250B tied to Microsoft Azure. WALL STREET IS THE GREATEST SHOW ON EARTH.

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• @amitisinvesting neutral 1653 eng

  A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. CoreWeave $CRWV reported Q2’26 revenue of $2.6B, slightly ahead of estimates of $2.56B, with adjusted EBITDA of $1.5B versus $1.43B expected and adjusted EBITDA margin of 59%. Revenue backlog reached roughly $104B, up 46% YoY, while active power more than tripled YoY to 1.5GW and contracted power increased to 4.2GW. CoreWeave raised FY26 guidance to $12.4B–$13.2B in revenue and $960M–$1.15B in adjusted operating income, while lifting its active power target to more than 1.85GW. The company now expects year-end annualized run-rate revenue of $18.5B–$19.5B, managed inference ARR above $250M exiting 2026, and long-term active power of 8GW+ by 2030. Management said customer demand is accelerating as enterprise adoption broadens and its platform deepens. 2. Gemini has become $GOOGL Google’s fastest-growing product ever, crossing 1B monthly users and becoming the company’s 14th product to reach the billion-user milestone. The scale-up underscores how quickly Google is pushing Gemini across Search, Android, Workspace, and its broader AI ecosystem. 3. BofA downgraded AppLovin $APP to Neutral with a $400 price target, saying risks to the company’s long-term 30% YoY revenue growth trajectory have increased. Analyst Omar Dessouky said post-Q2 growth appears to be driven more by engineer-directed improvements to Gaming models, while it is less clear whether the prior 3%–5% QoQ self-learning growth assumption still applies. BofA also noted that with AppLovin’s high relative market share, estimated at roughly 2x its next-largest competitor, long-term growth from self-learning alone may be harder to sustain than the market previously assumed. 4. President Trump is reportedly weighing a capital gains tax cut ahead of the midterms, including the idea of indexing capital gains to inflation before taxes are calculated. Under that approach, investors would only owe taxes on the inflation-adjusted “real” gain, not the full nominal gain. For example, if someone bought a business or stock position for $2M and sold it years later for $5M, the nominal gain would be $3M. But if cumulative inflation over that period was 25%, the inflation-adjusted cost basis would rise to $2.5M, leaving only $2.5M of taxable real gain instead of $3M. Trump has also floated capital gains exemptions for home sales worth $2M or less. There has not been a major U.S. capital gains tax cut since 2003. 5. Senator Bernie Sanders has reportedly called on major AI companies to pause development, sending letters to the CEOs of OpenAI, Anthropic, and Meta, according to NYT. The push adds to the growing political scrutiny around frontier AI development, safety, and whether the largest labs should slow deployment as model capabilities continue advancing. 6. Apple $AAPL is reportedly still planning a glass-centric iPhone redesign for the device’s 20th anniversary in 2027, contrary to a Jefferies report that said it had been canceled, according to Bloomberg. The new Pro models are expected to feature glass that curves into the sides, with a metal band running through the middle. 7. U.S. existing home sales fell 1.7% in July to a 4.06M annualized pace, slightly above estimates. Median existing home prices rose 2% YoY to $434,100, while inventory increased to 1.54M homes. The data points to a housing market that is still soft on transaction volume, but with prices remaining resilient as supply continues to build. 8. The top 10 most active options today by contracts traded were $NVDA with 2.2M contracts, $TSLA with 1.4M contracts, $SPCX with 861K contracts, $AAPL with 823K contracts, $MU with 664K contracts, $AMZN with 568K contracts, $PLTR with 559K contracts, $INTC with 555K contracts, $GOOGL with 546K contracts, and $HTZ with 518K contracts. 9. Supermicro $SMCI reported Q4’26 revenue of $11.1B, below estimates of $11.55B, but adjusted EPS came in at $1.70 versus $0.96 expected, up 315% YoY. Gross margin expanded to 17.5%, up 800 bps YoY, while net income reached $1.2B, adjusted EBITDA was $1.7B, and operating income came in at $1.5B. For Q1, Supermicro guided revenue to $14.5B–$15.5B, well above estimates of $11.68B, with adjusted EPS of $1.01–$1.10. For FY27, the company guided revenue to $65B–$72B, far ahead of the $52.5B estimate. Management said Supermicro generated more than $60B in new orders and entered fiscal 2027 with record backlog, while improving profitability through a richer enterprise customer mix and broader adoption of its optimized Data Center Building Block Solutions architecture. 10. Stifel reiterated its Buy rating on Rocket Lab $RKLB and raised its price target to $132, saying the company delivered a “beat and raise” quarter with Q2 results ahead of expectations across revenue, margins, and EBITDA. Rocket Lab signed 26 new Electron/HASTE missions, expanded total launch backlog to more than 90 missions, and grew overall backlog to roughly $2.4B, with another $800M of bookings added after quarter-end. Stifel also highlighted accelerating Space Systems revenue as SDA programs ramp, multiple defense awards, and continued progress on Neutron, which remains on schedule for pad delivery in Q4’26. The firm said Rocket Lab’s Iridium acquisition, GHOST launch system, defense exposure, backlog visibility, and limited competition create a compelling long-term risk/reward despite near-term cash burn. 11. Schwab clients were net buyers of ETFs and equities in July by a 2:1 ratio. The top stocks bought were $SPCX, $MU, $INTC, $ORCL, and $TSLA, while the top stocks sold were $AAPL, $AVGO, $ADBE, $PYPL, and $AMD. The data shows retail leaning back into high-beta AI, memory, and space-linked names while trimming exposure to some of the market’s more mature tech leaders. 12. The SEC is reportedly preparing to roll out two major crypto initiatives $BTC $ETH as the Clarity Act stalls in Congress, according to Bloomberg. The agency will hold an open meeting Friday to create a tailored offering regime for certain crypto-related investment contracts. The SEC is also expected to unveil an “innovation exemption” for trading tokenized securities, potentially paving the way for 24/7 trading of stock tokens on blockchains. Details could be released as soon as Friday, though the proposal is still being finalized and could change. WALL STREET IS THE GREATEST SHOW ON EARTH.

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• @amitisinvesting neutral 1634 eng

  A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Momentum stocks are getting crushed in July. Goldman Sachs’ High-Beta Momentum Index is down 24% month-to-date through the first half of the month, its worst stretch since April 2009. Morgan Stanley’s Tech Momentum Index is also seeing its sharpest breakdown on record, with its 17-day rate of change down 35%, the worst move in its 27-year history. But the broader market is holding up better, with the S&P 500 green today as hyperscalers rallied, showing the market may be broadening out beyond the hardest-hit momentum names. 2. PPI came in cooler than expected across the board. Headline PPI was 5.5% YoY vs 6.2% expected, while PPI fell 0.3% MoM vs expectations for 0.0%. Core PPI was 4.7% YoY vs 5.1% expected, with Core PPI rising 0.2% MoM vs 0.3% expected. 3. The top 10 most active options today by contracts traded were $NVDA with 3.7M contracts, $TSLA with 2.8M contracts, $AAPL with 2.5M contracts, $MU with 1.1M contracts, $AMZN with 1.0M contracts, $MSFT with 895K contracts, $META with 815K contracts, $INTC with 754K contracts, $GOOGL with 717K contracts, and $SPCX with 506K contracts. 4. Nvidia $NVDA is expanding its Toyota partnership beyond autonomous driving, supplying AI hardware and software for smart cities, traffic systems, and factories. Toyota will use Nvidia technology in Woven City, along with Omniverse for assembly-line digital twins, Isaac robotics, and Nemotron LLMs. 5. CoreWeave $CRWV is exploring financial hedges to protect against a future decline in memory and storage chip prices, per Reuters. Put options and other derivative instruments have reportedly been discussed, though talks are still early and no hedges have been executed. The issue: AI cloud providers have signed long-term supply deals with companies like Micron and SanDisk that include price floors for DRAM and storage chips. That protects chipmakers if prices fall, but could leave cloud buyers stuck paying above-market rates. 6. Anthropic is preparing investor meetings ahead of a potential IPO as soon as October, per Bloomberg. Morgan Stanley, Goldman Sachs, and JPMorgan are reportedly working on the listing. The Claude maker was valued at $965B after its May funding round, reportedly surpassing OpenAI. 7. Stripe and Advent have reportedly offered to buy PayPal $PYPL for $60.50/share, valuing the company at more than $53B, per Reuters. The offer is backed by roughly $50B in committed bank financing. Stripe and Advent would jointly own PayPal with equal stakes, rather than breaking the company up. 8. Apple $AAPL is reportedly looking at AI chip acquisitions to strengthen its server-chip strategy, per The Information. The company has spoken with bankers and approached semiconductor startups as its current M2 Ultra-based AI servers struggle with more advanced AI workloads. Apple is also relying on Nvidia chips inside Google Cloud for heavier tasks, including parts of the revamped Siri. A future Apple AI server chip, code-named Baltra, was expected this year but has reportedly been delayed. 9. Nokia $NOK will begin selling Nvidia-powered AI mobile network gear starting in 2027. The new AI-driven RAN platform is expected to improve spectrum efficiency by 50% next year and allow operators to transmit 2x more data over the same airwaves by 2028. The platform will also support software upgrades toward 6G and work with Open RAN standards. 10. Nebius $NBIS introduced an asset-light AI cloud model built through infrastructure partnerships. Under the model, partners will finance, own, and operate the data centers and hardware, while Nebius provides the architecture, software stack, supply-chain access, and sells the capacity through its own sales team. Nebius expects to generate revenue through revenue-sharing, licensing fees, commissions, and committed capacity agreements, with minimal incremental capital required. 11. ASML $ASML reported a massive Q2 beat and raised FY26 guidance. Net sales came in at €9.33B vs €8.85B expected, EPS was €7.59 vs €6.90, and gross margin reached 54.0% vs 52% expected. ASML said customers are accelerating capex plans, visibility is stronger than usual, and it is already close to receiving all required 2027 EUV orders. Memory is expected to drive major growth, with FY26 memory revenue up roughly 75%, EUV revenue up 45%, and Installed Base Management revenue up more than 30%. The company also said its updated guidance includes expected demand from Elon Musk’s Terafab project, with ASML expecting to collaborate with Musk’s team as AI drives more advanced Logic and Memory lithography demand. 12. Leveraged ETFs are flooding the U.S. market. There are now a record 700 U.S.-listed leveraged ETFs, more than twice the count at the end of 2024, with 400+ tied to individual stocks. Roughly 210 new leveraged funds have launched this year, already exceeding the ~205 launched during all of 2025. Leveraged and inverse products represented 31% of U.S. ETF launches in the first half of 2026, up from 22% last year. June alone saw 117 leveraged or inverse ETF debuts, nearly half of all 239 ETFs launched in the U.S. that month. WALL STREET IS THE GREATEST SHOW ON EARTH.

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• @StockSavvyShay bullish 1308 eng

  Michael Burry added to $PYPL, saying the market has been “attending PayPal’s wake for years” while the company buys back stock “hand over fist.” He also added to $ADBE calling Adobe a “clear deep-value opportunity” with gross margins near all-time highs. https://t.co/4uTZ4A3r8x

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• @StockSavvyShay bullish 1007 eng

  10 STOCKS CHEAPER THAN THE MARKET MULTIPLE 1. $MU | Micron 2. $SNDK | Sandisk 3. $CRM | Salesforce 4. $ADBE | Adobe 5. $META | Meta 6. $NVDA | Nvidia 7. $DELL | Dell 8. $QCOM | Qualcomm 9. $PYPL | PayPal 10. $MSFT | Microsoft

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• @StockSavvyShay bullish 967 eng

  JPMorgan ranks $META Muse #1 on Assistant Benchmark at 9.3 with perfect scores in purchasing, email, routines and connected apps. Those are exactly the tasks that turn an assistant into an agent and Muse responds in ~7 seconds versus ~38 seconds for peers. The scores cluster exactly where money changes hands which is why I still think subs are the easy monetization layer while commerce through $SHOP, $PYPL, $WMT, $CART and Stripe is the much bigger opportunity.

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• @StockSavvyShay bullish 816 eng

  10 STOCKS TRADING NEAR DECADE-LOW VALUATION MULTIPLES 1. $MSFT | Microsoft 2. $NFLX | Netflix 3. $MA | Mastercard 4. $MELI | MercadoLibre 5. $SE | Sea Limited 6. $PYPL | PayPal 7. $NVO | Novo Nordisk 8. $CRM | Salesforce 9. $ADBE | Adobe 10. $LULU | Lululemon

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• @StockSavvyShay neutral 757 eng

  Stripe and Advent International have offered to acquire $PYPL for $60.50 per share. The bid is backed by roughly $50 billion in bank financing. https://t.co/SGgtnBt5Z2

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