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 in full swing, and this morning the market is paying up for conviction. A blockbuster stake disclosure has one AI infrastructure name surging, a chip pricing report is doing the rest, and clean beats from an industrial giant to a Swiss drugmaker are getting rewarded on the spot.

The loser tells its own story: a profit miss on an in-line top line, and a market that wants answers. With the week's biggest reports still ahead, retail traders are already bracing for the next big move.

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

Nebius Group (NBIS): +7%

Nvidia (NVDA) disclosed a 9.3% stake in the Amsterdam-based AI cloud company, one of Europe's leading neoclouds. When the most important company in AI puts its own capital behind a compute provider, the market treats it as validation of the whole business model, and Nebius is being repriced accordingly.

3M (MMM): +6%

The conglomerate behind Scotch tape and Post-it notes beat on earnings and revenue and raised its full-year guidance. A raise from an old-line industrial says the turnaround has real momentum, and the market is rewarding it like a growth story.

Taiwan Semiconductor Manufacturing (TSM): +4%

Nikkei Asia reported the foundry will raise prices for chipmaking services by up to 10% next year. Price hikes that size only stick when demand is stretched, and the market is reading the report as fresh proof that AI chip capacity remains scarce.

Crown Holdings (CCK): +4%

The beverage and industrial packaging supplier beat comfortably on both the top and bottom lines. Packaging is a read on real-economy demand, and a beat this clean suggests volumes are holding up better than anyone expected.

Novartis (NVS): +3%

The Swiss pharmaceutical giant topped expectations on earnings and revenue and said it remains on track to deliver its full-year guidance and midterm outlook. For a defensive name this large, a 3% premarket jump signals the quarter cleared the bar with room to spare.

Domino's Pizza (DPZ): -1%

The pizza chain came up short on earnings even as revenue edged past expectations. A profit miss on an in-line top line points the market's attention straight at margins, and the drift lower says investors want answers before the next quarter.

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

Alphabet (GOOGL)

Retail traders are crowding into the Alphabet conversation ahead of tomorrow’s second-quarter report, widely framed as the week’s marquee Big Tech print. The debate on StockTwits centers on whether Google’s AI spending is finally turning into revenue: a report of a new custom chip built specifically for Gemini lifted sentiment Monday, while a separate report that the next Gemini model is running behind schedule knocked the stock on Friday.

The stock heads into the print up double digits this year, and traders are bracing for a sizable post-earnings move. Wednesday’s numbers could either start settling the AI monetization question or simply extend the argument.

✌️That’s it for today.