Market news, decoded for premium sellers
Every morning: AI, its infrastructure and Eddie’s watchlist. Clear reporting, useful visuals and investment context. Free in your inbox.
Morning movers: Generac’s $2.4bn delivery test
Generac surges on its Amazon agreement as Fluence cuts guidance and Nokia expands a partnership. For option sellers, future sales, delivery failures and software adoption carry different risks.
Morning movers: Intel gains 4.77% on talks, not a signed deal
Intel rallies on reported chip talks, while Trip.com’s earnings and Axon’s financing tell different stories. For option sellers, the key is separating potential business from results and funding risk.
Morning movers: Bank of America faces a 10%-plus fee squeeze
Bank of America’s fee warning contrasts with Apple’s Siri test and Broadcom’s defence of AI demand. For option sellers, the distinction is weaker earnings expectations versus products and promises.
Morning movers: $RUM's $13.7B contract gets a reported name
$RUM jumps on a reported customer identity, while $CRWD rises on security sentiment and $NOK falls despite a deployment win. For premium sellers, a headline is not new revenue or protection against a reversal.
Morning movers: AeroVironment’s $480.5M quarter splits the earnings tape
AeroVironment rises as American Eagle and CooperCompanies fall after earnings. The opening test is whether those moves reflect lasting demand, recurring profit or temporary inventory changes.
Morning movers: ServiceTitan drops 17% as guidance takes center stage
ServiceTitan slides after earnings while Rocket Lab and Corning advance on fresh business catalysts. The key distinction is what changes revenue prospects—and what is only a price reaction.
Morning movers: LULU slides 18.8% after comps fall 9%
Lululemon fell 18.8% in pre-market trade after Q2 comparable sales dropped 9% and full-year guidance was cut. Samsara jumped 13.4% on 30% ARR growth, while Snowflake digested a 37% product-revenue beat and a raised outlook.
Morning movers: GitLab jumps 21% as bookings accelerate
GitLab rose 21.35% in delayed pre-market trading as revenue, bookings and retention improved. Dell also jumped on record AI-server demand, while Moderna slipped after completing a $3.0 billion convertible financing.
Morning movers: PG&E slides 9.9% as wildfire risk returns
PG&E fell 9.94% in delayed pre-market trading after a wildfire-risk downgrade. Intel and Strategy rose on two reports that still lacked company confirmation.
Morning movers: OKTA jumps 20.1% as identity demand accelerates
OKTA climbed 20.12% in delayed pre-market trading after revenue rose 11% and backlog growth accelerated. CRM gained 11.84%, while HPQ fell 10.03% as margin and unit details offset higher sales.
Morning movers: NVTS jumps 7.1% on the Claros deal
NVTS rose 7.11% in delayed pre-market trading after Navitas agreed to acquire Claros for up to $232.8 million. ASST gained 5.83% as a new filing paired more bitcoin with more shares.
Morning movers: AAOI slides 12.2% on a $600M stock-sale plan
AAOI fell 12.23% in delayed pre-market trading after filing a $600 million at-the-market stock-sale program. Marvell and Micron dropped about 3% before NVIDIA’s Wednesday results.
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