The Market Split Down the Middle

Welcome to LazyListen. This is The Daily Rip for today. In partnership withThe market split in two Tuesday as falling oil and defensive strength lifted most stocks while a semiconductor rout dragged the Nasdaq lower.

Seven sectors finished green, but the headline calm hid a violent rotation. Health care and consumer staples carried the Dow while Micron, AMD, SanDisk, and Corning were punished ahead of Wednesday’s Fed decision and mega-cap earnings. Stocktwits traders chased the wreckage instead of hiding from it.

Bloom Energy and Capricor drew rebound buyers, SanDisk bulls disputed the China-memory scare, and Microsoft’s room stayed divided before earnings. Bloom rewarded the dip buyers after hours with its first billion-dollar quarter. After the Bell: Bloom and Ford raised their outlooks, Tilray topped estimates, Visa slipped despite beating, and SK hynix prepared to test the HBM hype.

Stocks: Boeing, PayPal, and Royal Caribbean rallied behind stronger cash flow, guidance, and demand. AFTER THE BELL. Bloom Powers Past Estimates ⚡Bloom Energy, which supplies onsite fuel-cell power systems to data centers and industrial customers, erased most of an eleven percent regular-session plunge Tuesday after quarterly revenue crossed 1 billion dollars for the first time.

I. infrastructure demand delivered a much larger quarter than Wall Street expected. The RIP: BE stock +nine percent AH.

Adjusted earnings per share reached zero dollars and seventy eight cents vs. sixty five billion dollars vs. 827 million dollars expected, up 166 percent year-over-year.

4 million dollars. 2 billion dollars, implying roughly 100 percent growth at the midpoint. S.

I. facilities, turning the data-center power shortage into reported revenue rather than another investor-deck promise. Bloom now has to scale production fast enough to deliver the higher outlook without surrendering its roughly thirty four percent adjusted margin.

That execution test matters after a stock run that has made every quarter carry considerably more voltage. 3 billion dollars net loss tied largely to its BlueOval SK exit. The RIP: F stock +seven percent AH.

Adjusted earnings per share reached zero dollars and forty two cents vs. 3 billion dollars revenue. 5 billion dollars.

Tilray Finds A Buzz 🍻Tilray, the cannabis and beverage operator behind BrewDog, closed fiscal 2026 Tuesday with record revenue and wider quarterly margins, nudging shares higher despite another GAAP loss. The RIP: TLRY stock +one percent AH. Adjusted earnings per share hit zero dollars and five cents vs.

7 million dollars vs. 4 million dollars expected. Gross margin rose to thirty two percent, and fiscal 2027 adjusted earnings before interest, taxes, depreciation, and amortization guidance landed at 68 million dollars-75 million dollars.

Visa Beats, Still Slips 💳Visa topped fiscal quarter three estimates Tuesday, but accelerating costs and plans to eliminate roughly 2,600 jobs overshadowed resilient payment activity and pushed shares lower after hours. The RIP: V stock -two percent AH. Adjusted earnings per share reached three dollars and thirty two cents vs.

63 billion dollars revenue vs. 38 billion dollars expected. Payments volume and processed transactions rose ten percent, while operating expenses jumped nineteen percent.

m. S. shares suffered a three-day, twenty three percent slide.

The RIP: SKHY stock fell -nine percent to one hundred thirty dollars and seventeen cents Tuesday. 1T in operating profit, implying an operating margin near seventy six percent. HBM4 production, 2027 supply contracts, and DRAM and NAND pricing will determine whether the selloff was de-risking or a warning that record profits were fully priced.

SPONSORED Morning Earnings Split ☀️Boeing, PayPal, Coca-Cola, and Royal Caribbean rallied after delivering enough forward momentum to outweigh imperfect quarters. SNDL was the exception, with shrinking sales and margins sending shares to a new 52-week low. Coke Adds More FizzCoca-Cola beat expectations, expanded margins, and raised its full-year outlook as stronger global volumes joined pricing to drive growth.

The RIP: KO stock popped +five percent. 16 billion dollars expected. Organic revenue grew six percent, unit volumes increased five percent, and comparable operating margin reached thirty five point six percent.

Boeing’s Cash Starts FlyingBoeing’s quarterly loss exceeded expectations, but higher aircraft deliveries produced positive cash flow and pushed the aerospace giant further into its operational recovery. The earnings miss mattered less than Boeing generating cash while increasing 737 production toward 47 jets per month. Commercial-airplane margins remained negative at two point seven percent, and another 280 million dollars Air Force One charge helpedThe RIP: BA stock surged +four point seven percent.

56 billion dollars. Boeing delivered 171 aircraft, generated 631 million dollars in free cash flow, and grew backlog to seven hundred fifteen billion dollars. PayPal Finds Its PulsePayPal’s digital-payments turnaround produced a clean beat and higher full-year guidance, helping investors overlook another quarter of contracting operating margins.

Branded checkout stabilized, Venmo and Braintree added momentum, and management raised adjusted earnings per share guidance to roughly five dollars and thirty eight cents. The RIP: PYPL stock climbed +four percent. 47 billion dollars expected.

78 billion dollars. Royal Caribbean Keeps CruisingRoyal Caribbean raised its annual outlook after close-in bookings and lower costs helped the cruise operator beat its own second-quarter expectations. The RIP: RCL stock ripped +five point seven percent.

83 billion dollars in revenue. I. growth.

5 thousand WATCHERS · sixty six percent BULLISH · NORMAL ACTIVITYSanDisk extended its drop as ChangXin Memory Technologies’ Shanghai IPO revived fears that Chinese capacity could pressure memory pricing and margins. 4 thousand WATCHERS · ninety two percent BULLISH · HIGH ACTIVITYReplimune cratered after FDA reviewers raised fresh efficacy concerns about RP1 plus nivolumab for advanced melanoma ahead of Thursday’s advisory meeting. SPONSOREDGlobal data plans at local pricesWhy overpay for roaming?

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Chat support available 24/7. Get a full refund if your device isn’t eSIM compatible. WHAT’S ON DECKTomorrow’s Top Things 📋Macro: Federal Open Market Committee (FOMC) policy statement (2:00 PM ET).

, BIIB stock Biogen Inc, +30 more. , +58 more. I.

BillMeta heads into Wednesday’s report with advertising growth doing the heavy lifting and investors increasingly focused on what that growth costs. -powered ad tools are improving monetization. The harder sell is another spending increase.

17 billion dollars in revenue, while management guided for 58 billion dollars to 61 billion dollars and projected one hundred twenty five billion dollars to one hundred forty five billion dollars in 2026 capital spending. I. infrastructure spending is producing more than an impressive electric bill.

Strong cloud demand can defend the spending ramp, but slowi Thanks for listening. Catch you next time on LazyListen.