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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs Q3 earnings report is the dominant focus, with traders debating whether a strong report and raised guidance can overcome elevated expectations amid a broader AI-stock pullback. Bulls point to continued AI growth, while bears warn that a beat may not be enough to prevent profit-taking or valuation pressure.

Zevra Therapeutics, Inc. is a commercial-stage rare disease company that combines science, data and patient needs to create therapies for diseases with limited or no treatment options. The firm focuses on the treatment of rare neurological and sleep conditions such as certain Urea Cycle Disorders, Niemann Pick Disease Type C and Idiopathic Hypersomnia. The company receives royalties for AZSTARYS from its commercial partner Corium. The company was founded by Christal M. M. Mickle and Travis C. Mickle on October 30, 2006 and is headquartered in Celebration, FL.

Zevra Therapeutics Inc

Attention centers on Zevras quarterly results and the pending CHMP re-examination of MIPLYFFA, with the FDAs follow-up on celiprolol also viewed as a potential catalyst. Traders see U.S. MIPLYFFA growth as a support, but debate whether European regulators will reverse their earlier negative opinion, while some express frustration with management and the stocks volatility.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

Anticipation for QUILT-2.005 topline results on ANKTIVA plus BCG in BCG-naive bladder cancer dominates discussion, with traders debating whether the data will support broader first-line use after ANKTIVAs expanded bladder-cancer approval. Many are bullish on the potential commercial expansion and upcoming earnings, while others cite execution and competition concerns and blame short selling for recent weakness.

Agenus, Inc. is a clinical-stage company, which engages in the development and commercialization of technologies to treat cancers and infectious diseases. Its product pipeline includes Balstilimab, Zalifrelimab, AGEN1181, AGEN1327, AGEN2373, AGENt-797 and AGEN1777. The company was founded by Garo H. Armen and Pramod K. Srivastava on March 31, 1994 and is headquartered in Lexington, MA.

Agenus Inc

Agenuss BOT+BAL immunotherapy data presented at ESMO, including early neoadjuvant colon cancer responses and sarcoma activity, are driving discussion. Bulls view the findings as promising validation, while skeptics point to small, nonrandomized studies and ongoing concerns about execution and dilution.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons quarterly results have focused attention on heavy AI infrastructure spending and its impact on cash flow, despite accelerating AWS growth that fell short of some investors expectations. Traders are split between worrying that the spending and financing burden may outweigh near-term returns and viewing the post-earnings selloff as an overreaction to strong cloud demand.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is caught in a semiconductor selloff as traders question whether hyperscalers massive AI spending will generate sufficient returns, with concerns about customer concentration and financing structures weighing on sentiment. Bulls counter that Anthropics filing and bank-backed financing for Broadcom equipment support future demand, while others see the deals guarantees as added risk.

ProShares Trust II - ProShares UltraShort Bloomberg Crude Oil -2x Shares

ProShares UltraShort Bloomberg Crude Oil

Traders are focused on SCO as a leveraged inverse-crude play, betting that oil could fall if Iran-related tensions ease and supply flows normalize, while others expect conflict and shipping disruptions to keep crude elevated. Many also complain that backwardation and daily-reset decay have caused SCO to lag oils declines, fueling debate over its tracking and suitability for longer holds.

Rubrik, Inc. engages in the provision of cloud data management solutions. Its solutions include backup and recovery, VM backup, Microsoft 365, ransom ware recovery, database backup, cloud solutions, and Polaris sonar. Rubrik products include data protection, data threat analytics, data security posture and cyber recovery. The company was founded by Bipul Sinha, Arvind Jain, Soham Mazumdar, and Arvind Nithrakashyap in December 2013 and is headquartered in Palo Alto, CA.

Rubrik Inc. - Ordinary Shares - Class A

Rubrik Inc. - Class A

Rubrik is under pressure after its latest earnings despite beating expectations and raising its outlook, as traders focus on slower cloud net-new ARR growth and cautious second-half guidance. Bulls view the pullback as profit-taking after a strong run and point to continued business growth, while skeptics argue high expectations and the guidance outlook warrant a lower valuation.

Merck & Co., Inc. is a health care company, which engages in the provision of health solutions through its prescription medicines, vaccines, biologic therapies, animal health, and consumer care products. It operates through the following segments: Pharmaceutical, Animal Health, and Other. The Pharmaceutical segment includes human health pharmaceutical and vaccine products. The Animal Health segment discovers, develops, manufactures, and markets animal health products, such as pharmaceutical and vaccine products, for the prevention, treatment and control of disease in livestock, and companion animal species. The Other segment consists of sales for the non-reportable segments of healthcare services. The company was founded in 1891 and is headquartered in Rahway, NJ.

Merck & Co Inc

A stronger-than-expected Q3 report and raised full-year outlook are supporting bullish attention, alongside Mercks Moderna-partnered melanoma vaccine meeting Phase 3 endpoints with Keytruda. Traders see potential oncology-platform value, but debate whether the results meet high expectations and how much upside the vaccine may add for Merck.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPaths sharp selloff following its earnings and Investor Day, alongside analyst downgrades and price-target cuts, is driving discussion; skeptics say growth and AI monetization still need to show up in results, while bulls see the companys agentic-AI orchestration strategy and cash position as undervalued.

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DIS Stock Gains After Disney Announces Plan To Move Merchandise Business Closer To Pixar, Marvel, Star Wars Studios

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Disney shares were on track to hit an over one-month high in pre-market trade.


Alphabet-Heavy ETFs to Consider as Capex Woes Offset Cloud Strength

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Fidelity Covington Trust - Fidelity MSCI Communication Services Index ETF

Bullish Sentiment

<ul class="summary-bullets"><li>Disney CEO Josh D’Amaro told investors that the company plans to move most of its consumer products business into its Entertainment division beginning in fiscal 2027.</li><li>He said the restructuring will better align merchandise revenue with the studios creating its intellectual property.</li><li>Disney also agreed to sell its 50% stake in A+E Global Media to Hearst for approximately $1.2 billion and announced a new content partnership with TikTok.</li></ul>Shares of Disney (DIS) climbed in pre-market trade o Wednesday after the entertainment giant announced a major restructuring that will move most of its consumer products business into its Entertainment division, alongside mixed quarterly earnings..<a href="https://stocktwits.com/symbol/DIS">DIS stock</a> gained as much as 5% in pre-market trade and was on track to hit a more than one-month high before the opening bell. The shares were also among the top trending tickers on Stocktwits at the time of writing.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/DIS_2026_08_05_08_06_01_d2848820f5.png" alt="DIS_2026-08-05_08-06-01.png" width="2644" height="1588"><figcaption>DIS stock performance year-to-date. | Source: TradingView</figcaption></figure>Although revenue of $25.2 billion came in slightly below Wall Street estimates of $25.4 billion, Disney reported adjusted earnings per share (EPS) of $2.06, ahead of analysts' expectations of $1.85. Net income for the second-quarter (Q2) rose to $2.63 billion.<h2 class="st-heading-2">Disney Brings Consumer Products Closer to Its Studios</h2>CEO Josh D'Amaro stated that starting in the first quarter of fiscal 2027, Disney will move most of its consumer products business from the Disney Experiences segment into its Entertainment division. This would place the merchandising and licensing business closer to the studios studios creating hits like Toy Story, Marvel films, Star Wars and Frozen.“We believe this shift will have strategic and operational benefits by bringing the monetization of our IP through consumer products closer to the studios that create that IP,” he wrote. “Additionally, we believe this presentation will better reflect the returns our Entertainment segment is generating from the content it produces and make our Entertainment segment more comparable to peer reporting methodologies.”Meanwhile, the Disney Experiences division, which currently includes theme parks, cruise operations and consumer products, generated $10 billion revenue in Q2, up 10% from a year earlier.&nbsp;<h2 class="st-heading-2">Toy Story 5 Shows Why Disney Is Making the Change</h2>In his letter to shareholders, D'Amaro stated that Toy Story 5 was one of the company's biggest success stories this quarter, saying the film's release lifted engagement across the broader franchise.The company said the film helped push the Toy Story franchise past 2 billion hours streamed on Disney+, while merchandise tied to the franchise reached record sales. Consumer products generated $1.1 billion in quarterly revenue, marking its strongest year-over-year growth in five years.The restructuring puts merchandise licensing and consumer products under the same division that develops franchises like Toy Story, making it easier to coordinate content creation with merchandising opportunities.<h2 class="st-heading-2">Disney Announces Hearst And TikTok Deals</h2>Disney announced that it has agreed to sell its 50% stake in A+E Global Media to Hearst for approximately $1.2 billion, with the transaction expected to close in September.The company also unveiled a global partnership with TikTok that will bring curated Disney creator content to Disney+ through a new feature called Verts, beginning with a U.S. pilot later this year.<figure class="image"><img src="https://news.stocktwits-cdn.com/image_20_1ba56db84f.png" alt="image (20).png" width="1267" height="695"><figcaption>DIS stock retail sentiment on August 5 as of 7:45 a.m. ET | Source: Stocktwits</figcaption></figure>On Stocktwits, retail sentiment around DIS stock remained in ‘bullish’ territory over the past day, accompanied by chatter at ‘high’ levels. Platform data showed an over 40% jump in message volume.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tom-lee-forecasts-2027-best-stock-market-years-spacex-fed/cZoT9mXRJdB">Tom Lee Predicts 2027 Will Be One Of Stock Market's ‘Best Years’ As SpaceX, Fed Risks Fade</a>

Tourists visit Shanghai Disney Resort on August 1, 2026 in Shanghai, China. The theme park has seen a surge in visitor numbers during the summer season. (Photo by VCG/VCG via Getty Images)

Disney shares were on track to hit an over one-month high in pre-market trade.

First Trust Exchange-Traded Fund VI - First Trust S-Network Streaming and Gaming ETF

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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