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.

The sellers came for anything with a blemish this morning. A high flyer is getting punished despite a beat, a staffing firm is flashing a labor-market warning, and even a small revenue miss is enough to knock a premium name lower.

The winners share a common thread: the market is paying up for certainty. A blowout healthcare quarter, a $1.5 billion AI packaging deal, and a decade-long Pentagon contract are all being rewarded for the same reason. They lock in the future.

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

Tenet Healthcare (THC): +17%

The hospital operator delivered a quarter that blew past expectations by a wide margin, then raised its full-year outlook on top of it. A beat this size in a sector known for steady, predictable results forces the market to reprice the whole story, and that's exactly what's happening this morning.

Amkor Technology (AMKR): +11%

The semiconductor packaging company signed a multiyear $1.5 billion agreement with Nvidia (NVDA) to develop advanced packaging and testing technologies for AI. Packaging has quietly become one of the tightest bottlenecks in the AI supply chain, and a deal this size stamps Amkor as a core piece of Nvidia's roadmap.

SAP (SAP): +5%

The German software giant said its cloud backlog grew 27% from a year ago, with revenue also edging past expectations. Backlog is future revenue already under contract, so a number that strong tells investors the cloud transition still has real momentum behind it.

Intel (INTC): +2%

The chipmaker just posted its sharpest quarterly revenue growth in nearly 15 years, with earnings also topping estimates. For a company that spent years as the semiconductor sector's cautionary tale, growth like this suggests the turnaround is finally showing up in the numbers.

Oracle (ORCL): +2%

The software giant signed a 10-year agreement with the Pentagon worth almost $7 billion, covering on-premises software for branches of the US military. A decade-long government contract is about as durable as revenue gets, and it deepens Oracle's position in one of the stickiest customer bases in enterprise software.

Charter Communications (CHTR): -12%

The cable giant came up short on adjusted EBITDA and free cash flow, while reaffirming its heavy capital spending plans through 2029. Missing on cash flow while committing to years of elevated spending is a combination investors rarely reward, and they aren't rewarding it today.

American Express (AXP): -5%

The credit card issuer beat on earnings but came up just short on revenue. For a stock that trades on the strength of its cardmember spending, even a small top-line miss raises the question investors care about most: whether the premium consumer is starting to slow down.

Robert Half (RHI): -5%

The staffing and executive search firm posted underwhelming second-quarter results, with earnings merely matching forecasts. Staffing companies are an early read on the white-collar labor market, and a quarter with nothing to celebrate is being taken as a warning sign.

MaxLinear (MXL): -4%

The chipmaker beat expectations and guided the current quarter above estimates, and it's still falling hard. The stock ran up ~400% in 2026 heading into the report, and when a name is priced for perfection, even a strong quarter becomes an excuse to lock in gains.

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

SoFi Technologies (SOFI)

Retail traders are circling SoFi ahead of its second-quarter report next Wednesday, and the options market is pricing in a double-digit swing in either direction. On StockTwits, a recent poll found more than half of respondents expecting the stock to be back above $30 within a year, roughly double where it trades now.

The stock is down about ~39% in 2026 despite a long streak of profitable quarters, and Goldman Sachs (GS) just raised its price target while keeping a Neutral rating. Whether next week's numbers reignite the comeback narrative or hand the skeptics more ammunition is the question traders seem to be positioning around.

✌️That’s it for today.