๐จ MEGA-CAP EARNINGS RECAP + FOMC
TOP FEATURED NAMES AND LIVE MOVE
๐ป $MSFT $390.54 -> $421.76 (7.99% move) โฌ๏ธ
โ๏ธ $META $585.61 -> $542.90 (7.29% move) โฌ๏ธ
โญ $ARM $224.89 -> $211.04 (6.16% move) โฌ๏ธ
๐ $QCOM $155.68 -> $149.50 (3.97% move) โฌ๏ธ
๐ $HOOD $89.84 -> $88.80 (1.16% move) โฌ๏ธ
๐ฏ $CMG $34.24 -> $36.25 (5.87% move) โฌ๏ธ
โ $SBUX $104.14 -> $108.66 (4.34% move) โฌ๏ธ
๐ $CVNA $66.32 -> $61.00 (8.02% move) โฌ๏ธ
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๐๏ธ FOMC
โ
The Federal Reserve held interest rates, no cuts.
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๐จ ONE STOCK I'M CONTINUING TO ACCUMULATE IN 2026
๐ฆ $AMZN
Here's why:
โ
AWS remains one of the strongest cloud businesses in the world.
๐ค AI infrastructure continues to create long-term demand.
๐ Advertising revenue keeps growing.
๐ฐ Improving margins are making the business even more profitable.
Great companies rarely stay "cheap" forever.
$RIVN closed -18% today ๐ ($20.14 โ $16.49)
HERE'S WHY: Rivian surprised the market late Monday with a 75M share public offering (worth ~$1.5B), partly to fund equity requirements tied to its DOE loan for the Georgia plant.
The timing stung โ this came right after RIVN ran +19% last week and +8% Monday alone. Management raised capital right into strength, and holders ate the dilution.
Buried under the selloff: Rivian actually pre-announced Q2 revenue of $1.55-1.65B, beating the $1.44B estimate, and cash grew to $5.3B. Good quarter, bad optics.
Lucid ($LCID) got dragged down too (-10% at one point) as investors started questioning its cash position next.
$TSLA down 4% as well today
Keep these on watch
๐ด Tesla is down $34.55 (-8%) today.
Tesla actually reported better-than-expected Q2 deliveries.
So why is the stock falling?
๐ Sell the news.
The rally leading into earnings had already priced in the good news, so even a strong report wasn't enough to push shares higher.
The market doesn't reward good news...
It rewards news that's better than what's already expected.
๐ $NKE Earnings After the Bell
One of the biggest reports of the week is almost here.
๐ Bulls Want:
โข Strong guidance
โข Margin expansion
โข China demand improving
โข Healthy consumer spending
๐ Bears Want:
โข Weak outlook
โข Slowing sales
โข Inventory concerns
โข Consumer spending pressure
Big implied moves are expected after hours.
$MU BIG AH MOVES, WILL IT HOLD
Hereโs the numbers ๐
$MU Q3 FY2026 EARNINGS ๐ฅ
๐ Revenue: $41.46B (vs $35.59B expected) โ
๐ฐ Adj. EPS: $25.11 (vs $20.60 expected) โ
๐ Revenue YoY: +346% (vs $9.30B last year)
๐ฎ Q4 GUIDANCE: $50B ยฑ $1B (vs $42.9B expected) โ
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Massive Guidance














