Sponsored by Miso Robotics: “One of the Largest Industries Ever” — That’s what NVIDIA CEO, Jensen Huang, said about robots. That’s why it’s a very big deal that Huang’s hand-picked this company to help perfect the next generation of restaurant-kitchen AI robots. Hurry to join as a shareholder today.

Earnings season has stopped paying for the quarter that just ended. Everything moving this morning traces back to a single question: did management raise the bar for the rest of the year, or leave it exactly where it was?

The companies that guided higher are getting rewarded, some of them sharply. The ones that beat and then said nothing new about the back half are getting taken apart, including one that gave back double digits before the bell.

Some of the world’s biggest investors lined up to join him. They’re not chasing chips or chatbots. They see AI robotics as the future.

Now, everyday investors can take advantage of this opportunity with Miso Robotics. They’re already proving out his thesis in a $1T market: Fast food. 

Aided by an NVIDIA collaboration, Miso’s tech is used by brands like White Castle, Jersey Mike’s, Cinnabon, and more.

Miso’s Flippy fry-station robot alone has a huge $4B/year revenue potential. Imagine how valuable Miso’s entire AI ecosystem can be.

Bezos’ $100B fund is reserved for Wall Street’s elite. But Miso isn’t. 39,000 investors are already in. Now you can join them. Become an early-stage Miso shareholder today.

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

Sherwin-Williams (SHW): +7%

The paint manufacturer topped Street expectations on both lines and raised its full-year earnings outlook. Beating the quarter is table stakes this season, and the guidance raise is what separates the names getting paid from the ones getting sold.

Happen (HAPN): +5%

The digital bank formerly known as LendingClub guided full-year earnings above what analysts were modeling and backed it with a loan origination target for the year. The company only completed its rebrand last month, so a confident first outlook under the new name carries extra weight with a shareholder base still forming.

Welltower (WELL): +4%

The senior housing REIT raised its full-year funds from operations guidance above what the street had penciled in. REITs are valued off that single line, so lifting it mid-year tells investors the portfolio is running ahead of plan.

Cadence Design Systems (CDNS): +4%

The chip design software company beat on earnings while revenue landed in line. The market is treating the profit beat as the signal, which says buyers are still willing to pay up for the design layer that every chipmaker depends on.

Johnson & Johnson (JNJ): +2%

The health and pharma giant agreed to pay a combined $5.5 billion to resolve thousands of lawsuits alleging its talc products caused ovarian cancer. Open-ended litigation gets priced as unlimited risk, so putting a hard number on it, even a large one, reads as a ceiling rather than a cost.

Corning (GLW): -15%

The glassmaker beat on both earnings and revenue, then guided current-quarter revenue roughly in line with expectations. In line is not a miss, but for a stock that was clearly priced for acceleration, simply matching the bar was enough to trigger a double-digit unwind.

Rambus (RMBS): -5%

The maker of memory interface chips beat on both earnings and revenue and is falling anyway. When a clean quarter gets sold this hard, the tell is usually crowded positioning going in rather than anything in the print.

Universal Health Services (UHS): -3%

The hospital and healthcare services provider lowered its full-year earnings guidance. A guidance cut lands harder than an earnings miss because it resets the entire year rather than one quarter, and investors are repricing accordingly.

Hilton Worldwide Holdings (HLT): -2%

The hospitality company beat on second quarter earnings and revenue, then issued current-quarter guidance below what analysts expected. A beat gets forgotten quickly when management signals the next three months will come in lighter.

Some of the world’s biggest investors lined up to join him. They’re not chasing chips or chatbots. They see AI robotics as the future.

Now, everyday investors can take advantage of this opportunity with Miso Robotics. They’re already proving out his thesis in a $1T market: Fast food. 

Aided by an NVIDIA collaboration, Miso’s tech is used by brands like White Castle, Jersey Mike’s, Cinnabon, and more.

Miso’s Flippy fry-station robot alone has a huge $4B/year revenue potential. Imagine how valuable Miso’s entire AI ecosystem can be.

Bezos’ $100B fund is reserved for Wall Street’s elite. But Miso isn’t. 39,000 investors are already in. Now you can join them. Become an early-stage Miso shareholder today.

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

SpaceX (SPCX)

Retail is circling the most-hyped listing of the year ahead of a date that could define its second act. SpaceX reports its first quarterly results as a public company on August 4, and two trading days later a lock-up tranche opens the door for up to 911.5 million insider shares to hit the market. Reddit and StockTwits threads have spent the week arguing over whether that supply is already in the price.

The stock has fallen more than 40% from its post-IPO high and now trades below its $135 IPO price, with about a third of the public float sold short. Traders seem to be watching whether the first earnings print gives the story enough support to absorb what comes two days after it.