🪦 Musk leases his rivals the keys

I. adjacent stocks through the roof, while gas tripped and fell after reaching multiyear high prices. , higher in states like California.

Gas records are not that far off from the Ukraine war high set at an avg. 5 dollars in ‘22. S.

might be near a deal again, Axios reported, sending the energy sector lower while tech exploded instead. , and NVAX were climbing after their morning reports that showed demand in the face of heightened inflation and gas prices. The real winners Wendsweay were AMD and SMCI of course, towering higher with massive quarterly reports Tuesday and guidance for even more yet to come.

I. 53 billion dollars vs. 52 billion dollars estimate, up +twelve percent year-over-year; DAU hit 483 million, up +five percent; earnings per share came in at a -zero dollars and five cents loss.

-driven transformation" — the same pivot used to justify a sixteen percent workforce cut announced in April. I. integration story or sustained ad-market strength to defend the multiple.

Watch quarter two ad-revenue commentary and any new partnership disclosure on the call. 2 million dollars vs. six percent margin.

The firm is sitting on roughly 411 million dollars in debt against 205 million dollars in cash, and the category isn't recovering on a timeline that fixes that gap. The stock trades under 1 dollars, the share count keeps growing through restructuring deals, and the company has missed revenue estimates in 6 of the last 7 quarters. 7 million dollars vs.

7 million dollars estimate, up +755 percent year-over-year; adjusted earnings per share -zero dollars and thirty four cents vs. 1 billion dollars. Remaining performance obligations grew +554 percent to 470 million dollars.

IonQ also sold its first 256-qubit, 6th-generation chip-based system in the quarter, which the company frames as the start of commercial scale. 5x, leaving zero room for an execution miss. S.

government review, is the next catalyst. 🪙MORNING EARNINGSThe Mouse and the Taxi Driver Defy the War 🛡️ Disney and Uber both reported Wednesday morning, and both beat with clean numbers across the board. The caveat nobody on the calls flagged loudly enough: the Iran war was barely a month old when these quarters closed.

The strain on the Strait hasn't fully shown up in the data yet, but consumers were strong in the past quarters for these two giants. The RIP: DIS stock quarter two revenue is up +seven percent, adjusted earnings per share one dollar and fifty seven cents vs. 5 billion dollars, streastreaming isming profitable.

6 billion with 10 million earners on platform. The RIP: NVAX stock quarter one revenue hit 140 million dollars vs. 79 million dollars estimate, a +seventy six percent beat; earnings per share landed at -zero dollars and six cents vs.

I. safety lab behind Claude, signed a deal Wednesday to lease the entire 300-megawatt Colossus 1 data center in Memphis from Elon Musk's SpaceX. The agreement covers more than 220,000 Nvidia GPUs, with financial terms undisclosed.

I. S. thirty two percent CDW: tanked -twenty percent after operating income missed estimates by 18 percent WHAT’S ON DECKTomorrow’s Top Things 📋Macro: Initial + Continuing Jobless Claims (8:30 AM ET), Non-Farm Productivity (quarter one Prelim) (8:30 AM ET).

📊Pre-Market Earnings: PTON stock Peloton Interactive Class A Inc, ALT stock Altimmune Inc, MCD stock Mcdonalds Corp, U stock Unity Software Inc, DCTH stock Delcath Sys Inc, +55 more. ☀️After-Market Earnings: XYZ stock Block Inc Class A, MARA stock Mara Holdings Inc, COIN stock Coinbase Global Inc Class A, DKNG stock DraftKings Inc, GEVO stock Gevo Inc, +169 more. 🌙