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 is drawing hard lines this morning. Beating the quarter isn’t enough anymore: a chip giant, an aerospace name, and a major airline all topped estimates and are falling anyway, punished for spending plans and guidance that didn’t clear the bar.

On the other side of the tape, deal-making is stealing the spotlight. A multibillion-dollar pharma buyout handed one small-cap its biggest day in years, while a health insurer and a trucking giant are being rewarded for clean beat-and-raise quarters.

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

AtaiBeckley (ATAI): +33%

Eli Lilly is buying the psychedelic drugmaker for $2.8 billion, or $6.75 per share in cash, a 26% premium to Wednesday’s close. Lilly could pay up to another $2.50 per share if AtaiBeckley’s drugs hit certain milestones, a structure that signals big pharma is taking psychedelic medicine seriously.

UnitedHealth (UNH): +7%

The health insurance giant topped second-quarter expectations and hiked its full-year earnings outlook. In a market punishing anything short of perfect guidance, a clean beat-and-raise stands out, and investors are rewarding it.

J.B. Hunt Transport Services (JBHT): +6%

The trucking and logistics company beat earnings estimates, with management noting demand for its intermodal service climbed throughout the quarter. Strengthening freight demand is a bullish read on the broader economy, which gives this move weight beyond one quarter’s numbers.

AeroVironment (AVAV): +2%

Raymond James upgraded the drone maker to Outperform from Market Perform, citing recovering bookings and a backlog poised to grow. For a defense name, a growing backlog is the clearest demand signal there is, and the market is treating the call as credible.

Rocket Companies (RKT): +1%

Morgan Stanley raised its price target on the fintech platform to $19 and reiterated its Buy rating. The new target implies 30% upside from Wednesday’s close, a call that suggests the street sees meaningful room left in the stock.

Taiwan Semiconductor (TSM): -4%

The chip giant beat second-quarter estimates, but the spending headline stole the show. TSMC raised its full-year capital expenditure plans to as much as $64 billion, well above prior guidance, and committed an additional $100 billion to its Arizona buildout. When a company spends that aggressively, investors start asking what it means for near-term returns.

GE Aerospace (GE): -4%

The aerospace firm beat on both earnings and revenue and raised its full-year guidance, yet the stock is falling anyway. When a beat-and-raise gets sold, it often means expectations were already priced for perfection.

United Airlines (UAL): -3%

The airline topped earnings estimates but issued softer-than-expected guidance for the third quarter and warned of $6 billion in added fuel costs. In this tape, guidance is what matters, and a fuel bill that size is hard for investors to look past.

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

Uber Technologies (UBER)

Uber officially launched its biggest acquisition ever this morning: a €41.50 per share cash offer for Germany’s Delivery Hero, valuing the food delivery giant at $14.8 billion. The name has been trending on StockTwits all week as deal rumors hardened into reality, with traders debating whether a massive bet on international delivery is the right use of Uber’s cash.

The offer has the unanimous support of Delivery Hero’s boards, and Uber has arranged to sell off overlapping markets to ease antitrust concerns. With the stock down roughly 12% this year, how the market digests a deal this size could shape the narrative for the rest of 2026.

✌️That’s it for today.