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Palantir Surges 15% After Earnings Beat Expectations
Stock futures are modestly higher as the market looks to build on Monday's rally, with technology shares continuing to lead gains ahead of another busy day of earnings. Technology remains the market's primary driver after another round of upbeat earnings reinforced optimism around artificial intelligence. Palantir surged after reporting results that exceeded expectations, helped by strong demand from government customers, while investors are now awaiting SpaceX's first quarterly earnings report since its June initial public offering.Geopolitical developments remain on investors' radar after another commercial vessel was struck near the Strait of Hormuz, highlighting continued risks to global shipping despite recent diplomatic efforts between the United States and Iran. Oil prices have rebounded modestly after Monday's sharp decline, though they remain well below last month's highs, easing some concerns about energy-driven inflation.Investors are also monitoring reports that the Trump administration is drafting restrictions on certain Chinese-made data center networking components over national security concerns, a move that could have implications for AI infrastructure and semiconductor supply chains.In pre-market trading, S&P 500 futures rose 0.35%, Nasdaq futures rose 1.12% and Dow futures rose 1.28%.Check out this morning's top movers from around Wall Street, compiled by The Fly.UP AFTER EARNINGS -Palantirup 15%Caterpillarup 11%Snapup 4%Archer Danielsup 3%Graphic Packagingup 3%Apollo Globalup 2%McDonald'sup 1%Toyotaup 1%Merckup 1%DOWN AFTER EARNINGS -Spotifydown 5%HSBCdown 2%Pinnacle Westdown 2%Wayfairdown 1%Watersdown 1%PagerDutydown 1%BPdown 1%
Pinnacle West Q2 Revenue $1.46B Exceeds Expectations
Reports Q2 revenue $1.46B, consensus $1.4B. The 2026 quarterly results reflect a decrease of about $14M, primarily as a result of higher interest charges; higher depreciation and amortization; and lower transmission service revenues. These negative factors were partially offset by the favorable impacts of the effects of weather; customer growth and usage; decreased operations and maintenance expenses; and lower taxes. "Summer arrived early this year, with temperatures reaching 105 degrees F back in March. As a result, our customers turned on their air conditioners sooner than usual and continued using them heavily even after temperatures returned to levels similar to last year," said Pinnacle West Chairman, President and Chief Executive Officer Ted Geisler, citing a 7% increase in residential cooling degree days in the 2026 second quarter versus the same period a year ago. "This usage drove higher energy demand and sustained load growth and contributed to financial results within our expectations."
Pinnacle West Sees FY26 EPS of $4.55-$4.75
Pinnacle West still sees FY26 EPS $4.55-$4.75, consensus $4.72
Major Averages Decline Amid Geopolitical Tensions
The major averages were broadly lower near noon following a geopolitical flare-up tied to the Strait of Hormuz, with conflicting headlines around a potential U.S.-Iran incident driving volatility. Iran's Navy said it blocked "American-Zionist" warships from entering the Strait, according to state TV reports, while a separate dispatch from Fars said that two missiles struck a U.S. warship near Jask island after it ignored warnings. Neither of these reports has been independently confirmed, though U.S. Central Command wrote in a post on X that "no U.S. Navy ships have been struck."Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:GameStophas submitted aeBayfor $125 per share in cash and stockAmerican Express Global Business Travelby Long Lake for $9.50 per shareNorwegian Cruise Linereportedand cut its FY26 earnings outlookAmazonannounced the launch ofPinnacle Westand reiterated its FY26 guidance2. WALL STREET CALLS:OppenheimerAirbnb (ABNB) to Outperform as organic revenue levers materializeGlobalFoundriesto Overweight at Cantor FitzgeraldHSBCAMDto Hold on limited upside potentialAlphabetto Hold from Buy at Freedom BrokerPrudentialto Underweight at Morgan Stanley3. AROUND THE WEB:SoftBank-backedOpay Digital has been working with Citigroup, Deutsche Bank, and JPMorgan Chaseas the platform prepares for an IPO, Bloomberg reportsAs Asia further integrates into Nvidia'sAI business ecosystem, the list of Asian stocks benefitting from partnerships is getting longer, Bloomberg saysUnited Airlineshit a vehicle and light post on a nearby highway during its approach to Newark Liberty International Airport, Bloomberg reportsAnthropic is nearing a deal with Blackstone, Goldman Sachs, and other Wall Street firms to form a $1.5B joint venture that would market AI tools to private equity-backed companies, WSJ saysMetais facing a trial in New Mexico that could prompt a judge to order sweeping changes to how Facebook, Instagram, and WhatsApp operate, Reuters reports4. MOVERS:Blaizegains after signing awith WinmateAMC Entertainmentincreases after announcing it sawat its theaters this weekendProPetro Holdingdeclines after announcing a proposed convertibleCogentlower after, with revenue missing consensusADT Inc.falls after announcing a5. EARNINGS/GUIDANCE:Tyson Foods, with EPS and revenue beating consensusRLJ Lodging Trustwith CEO Leslie Hale commenting, "We are pleased with our strong first quarter results"Berkshire Hathaway, with revenue higher year-over-yearL.B. Foster, with CEO John Kasel commenting, "We carried the favorable momentum generated at the end of 2025 into our first quarter"Twist Biosciencesand raised its guidance for FY26INDEXES:Near midday, the Dow was down 0.85%, or 422.60, to 49,076.67, the Nasdaq was down 0.35%, or 87.08, to 25,027.36, and the S&P 500 was down 0.40%, or 29.11, to 7,202.05.
Global Business Travel Shares Surge 57% on Acquisition Deal
Futures are mixed to lower this morning after a geopolitical flare-up tied to the Strait of Hormuz, with conflicting headlines around a potential U.S.-Iran incident driving volatility. Oil is back above $110 and that's pushing yields higher and reintroducing macro tension into what had been an earnings-driven rally. The S&P 500 is coming off a five-week winning streak and just printed another all-time high on Friday, with one of the lowest earnings miss rates in decades.Rates are grinding higher again, with the 10-year back into the mid-4% range. Oil is becoming a headwind and geopolitics are seemingly now active intraday drivers. There's also a growing sense of late-cycle behavior in pockets of the market. AI-linked names are still ripping, while other areas are far more sensitive to guidance.In pre-market trading, S&P 500 futures fell 0.08%, Nasdaq futures rose 0.09% and Dow futures fell 0.26%.Check out this morning's top movers from around Wall Street, compiled by The Fly.HIGHER -Global Business Travelup 57% after entering into a definitive agreement to be acquired by Long Lake Management for $9.50 per share in an all-cash transaction valued at approximately $6.3BCelcuityup 14% after announcing the PIK3CA mutant cohort of the Phase 3 VIKTORIA-1 clinical trial achieved its primary endpointeBayup 7% after confirming that it has received an unsolicited, non-binding acquisition proposal from GameStopFG Nexusup 4% after announcing the formation of a special committee of the company's board of directors comprised solely of independent directors to evaluate strategic alternativesUP AFTER EARNINGS -Axsome Therapeuticsup 3%Tyson Foodsup 1%DOWN AFTER EARNINGS -Norwegian Cruise Linedown 5%Pinnacle Westdown 2%LOWER -GameStopdown 3% after the company submitted a non-binding proposal to acquire 100% of eBay at $125.00 per share in cash and stockAMDdown 1% after HSBC downgraded the stock to Holdwith a price target of $340, up from $335
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