Presented by Miso Robotics: SoftBank CEO Masayoshi Son predicts AI robotics could generate at least 10% of global GDP. Here’s one way to get exposure to this growing trend.

This morning's premarket action is a study in how little a beat actually means when expectations are already priced in.

Insurance, banking, and semiconductor names are all slipping despite clearing the earnings bar, because the market's question was never whether they could beat last quarter's numbers. It was whether they could surprise on what comes next.

On the other side, a company making hard decisions about costs is getting rewarded. And the space sector is having a morning of its own, with a NASA contract win and a high-stakes satellite launch creating the kind of event-driven tension that traders live for.

Plus, the AI rebrand trade is running a two-day streak, and this morning's version is a New Jersey messaging and social media company. Keep reading for more. Let’s dive in.

That’s what the world’s richest person said about AI and robotics. There’s just one question: How do you take advantage of a wealth creation opportunity like this?

Over 39,000 people are doing it by investing in a private company: Miso Robotics. And Miso has already landed customers like White Castle, Jersey Mike’s, Jamba, Auntie Ann’s Pretzels, and many more.

Miso’s not a newcomer to AI and robots. They’re a first-mover and current leader in bringing AI-powered robots to one of the biggest markets in the world, the $1T fast food industry. Miso’s spent years honing their technology, with their AI-powered Flippy Fry Station robot already logging over 200,000 hours in real kitchens.

Flippy can boost restaurant profits by 4X, making it an easy choice as brands turn to robots and AI to solve a desperate labor shortage.

Now Miso’s scaling commercial production of Flippy toward 100,000+ potential U.S. locations. That’s a $4B/year revenue opportunity.

And you still have the chance to tap into this growth as a Miso shareholder. Invest in Miso Robotics and get up to 7% in bonus stock.

This is a paid advertisement for Miso Robotics’ Regulation A offering. Please read the offering circular at invest.misorobotics.com.

Voyager Technologies (VOYG): +7%

A NASA contract win for the seventh private astronaut mission to the International Space Station is exactly the kind of government endorsement that validates a young space tech company's commercial thesis. The mission isn't launching until 2028 at the earliest, but selection by NASA carries weight well beyond the contract itself.

PPG Industries (PPG): +6%

PPG isn't waiting for tariff pressure to erode its margins. The paint and coatings giant announced it's raising prices by up to 20% across its entire product portfolio, citing surging costs in petrochemicals, energy, and transportation. When a company this size moves this aggressively on price, it signals that input cost pain is real and the industry isn't absorbing it quietly.

PepsiCo (PEP): +1%

Pepsi cleared the bar on both earnings and revenue in the first quarter, coming in ahead of what analysts had penciled in on both lines. In a consumer staples name trading on macro jitters, a clean beat is sometimes all it takes to remind the market why the stock is still in the portfolio.

J.B. Hunt Transport Services (JBHT): +1%

The freight carrier topped first-quarter earnings and revenue estimates, giving investors a positive read on industrial transportation demand that carries implications well beyond J.B. Hunt itself. In a sector that has been searching for a bottom, a beat from a name this size matters.

Flutter Entertainment (FLUT): -3%

Citi cut Flutter to sell from buy, saying it has less conviction in the FanDuel parent's U.S. growth trajectory. Downgrades from buy to sell are rare enough that this one stings. The U.S. online gambling market was supposed to be Flutter's biggest long-term prize, and a sell rating from a major bank raises the question of whether the growth math still adds up.

SL Green Realty (SLG): -3%

The New York office REIT's funds from operations collapsed year-over-year in the first quarter, falling from $1.40 per share to just 84 cents. Net rental revenue improved, but FFO is the scorecard metric for REITs, and this one wasn't close.

Charles Schwab (SCHW): -2%

Revenue came in just a hair below what analysts expected, and that's enough for a negative premarket reaction. Adjusted earnings beat, but top-line misses tend to stick.

Taiwan Semiconductor Manufacturing (TSM): -1.7%

Despite beating on both earnings and revenue, the world's most important chipmaker is sliding in premarket. TSM has run hard on AI infrastructure optimism, and a clean beat without a meaningful upside surprise is sometimes reason enough to take profits off a crowded name.

Travelers Companies (TRV): -1.5%

Travelers beat on both earnings and revenue by a wide margin in the first quarter, and the stock is still falling. That's the market telling you the bar was already priced in, and that investors are more focused on what comes next in a catastrophe-heavy macro environment than on what already happened.

U.S. Bancorp (USB): -1%

The regional bank beat the earnings headline but disappointed where it counts most for banks: net interest income and net interest margin both fell short of expectations. In this rate environment, the spread is the story, and USB's spread isn't keeping pace.

SoftBank CEO Masayoshi Son predicts AI robotics could generate at least 10% of global GDP. That’s $20 trillion per year. With that kind of prediction, it’s no surprise that SoftBank just acquired ABB Robotics for $5.4B.

But that’s not the only AI acquisition making headlines.

Miso Robotics, the leading fast-food AI and robots company, just announced the acquisition of Zignyl, a restaurant operations tool serving brands like Cinnabon, Jersey Mike’s, and Jamba.

Combined with its famous Flippy Fry Station robot, Miso is building game-changing AI products that could modernize the entire $1T fast-food restaurant industry. Now, Miso can scale across 100,000+ US restaurant locations, a $4B/year revenue opportunity.

And unlike SoftBank’s robotics acquisition, you have the chance to be part of Miso’s growth as an investor. Become a Miso shareholder today and unlock up to 7% bonus stock.

This is a paid advertisement for Miso Robotics’ Regulation A offering. Please read the offering circular at invest.misorobotics.com.

Myseum.AI (MYSE): +258%

The AI rebrand trade is running a two-day streak, and this morning's version is a New Jersey messaging and social media company that announced overnight it is now Myseum.AI. The pitch: privacy-first AI agents that manage your photos, videos, and messages locally, without sharing anything with traditional AI models. Retail didn't need much more than that. Stocktwits sentiment hit "extremely bullish" with message volume at "extremely high" levels before the open, and r/WallStreetBets was drawing direct comparisons to Allbirds' run the prior session, with users explicitly framing it as a rinse-and-repeat playbook.

The fundamentals here are microscopic. Myseum.AI has a market cap measured in the single-digit millions and a stock that was down 40% over the past year before last night. The move is entirely sentiment-driven, and the community knows it. Whether it holds past the open or hands latecomers a painful lesson is the only real question.

✌️That’s it for today.