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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 shares are under pressure as traders debate the market's reaction to slightly light revenue guidance, despite the company's strong earnings beat and aggressive long-term AI revenue growth projections. While many investors view the pullback as a buying opportunity, others are concerned about sector-wide valuation compression and potential risks surrounding major AI customer concentration.

Hewlett Packard Enterprise Co. is a global edge-to-cloud company, which engages in the provision of information technology, technology and enterprise products, solutions, and services. It operates through the following segments: Server, Hybrid Cloud, Intelligent Edge, Financial Services, and Corporate Investments and Other. The Server segment consists of general-purpose servers for multi-workload computing and workload-optimized servers to deliver the performance and value for demanding applications, and integrated systems comprised of software and hardware designed to address high-performance computing and supercomputing, artificial intelligence, data analytics, and transaction processing workloads for government and commercial customers globally. The Hybrid Cloud segment is involved in a variety of cloud-native and hybrid solutions across storage, private cloud, and the infrastructure software-as-a-service space. The Intelligent Edge segment offers wired and wireless local area networks, campus, branch, and data center switching, software-defined wide-area-networks, private and public cellular network software, network security, and associated services that enable secure connectivity for businesses of any size. The Financial Services segment provides investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services for customers that facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. The Corporate Investments and Other segment includes the Advisory and Professional Services business, which primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services, as well as complex solution engagement capabilities, the Communications and Media Solutions business, which primarily offers software and related services to the telecommunications industry, and Hewlett Packard Labs, which is responsible for research and development. The company was founded by William R. Hewlett and David Packard on July 2, 1939 and is headquartered in Spring, TX.

Hewlett Packard Enterprise Co

Despite beating fiscal third-quarter earnings and revenue expectations and raising full-year guidance, HPE shares fell as investors expressed concerns over margin pressures and supply-chain constraints. Traders remain divided, with many calling the selloff an overreaction and a buying opportunity for the AI infrastructure play, while others worry the results did not match the high bar set by sector peers.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is surging following blockbuster second-quarter earnings that featured a significant upward revision to its annual revenue guidance, fueled by robust AI server and storage demand. While some traders are expressing concern about potential overextension or profit-taking after the rapid price appreciation, others are aggressively buying the dip, citing continued AI infrastructure growth and bullish analyst price target hikes.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Planet Labs is trending as traders react to a sharp decline in share price ahead of upcoming earnings, with significant debate over whether the sell-off is driven by institutional profit-taking, concerns over potential share dilution from an ATM offering, or sector-wide rotation out of high-beta space stocks. While some investors remain bullish on the long-term potential of the company's proprietary data and defense contracts, others are wary of the stock's recent volatility and fragmented performance relative to sector peers.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is facing significant downward pressure and volatility as traders express frustration over consistent intraday "pump and fade" patterns and a lack of clear catalysts until the next earnings report. While some investors remain bullish, citing strong fundamentals, high margins, and undervaluation relative to peers, sentiment is divided between those holding for a long-term turnaround and traders frustrated by ongoing price manipulation and selling pressure.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Snowflake shares surged significantly following a strong earnings report that featured a revenue beat, increased product revenue guidance, and highlighted accelerating demand for its AI-driven enterprise data platform. While the company's bullish results triggered a massive rally and multiple analyst price target hikes, some traders continue to express skepticism regarding its valuation and lack of GAAP profitability, leading to active debate over whether the move is a sustainable trend or a temporary pump susceptible to profit-taking.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood shares are trending as investors respond to bullish analyst price target hikes and optimism surrounding the brokerage's expanding product ecosystem, including prediction markets and blockchain initiatives. While some traders remain skeptical of the stock's volatility and market maker activity, sentiment has shifted from bearish to neutral as the company continues to report record net deposits and growth in high-margin business lines.

Ultragenyx Pharmaceutical, Inc. is a biopharmaceutical company, which engages in the identification, acquisition, development, and commercialization of novel products for the treatment of genetic diseases. Its products include Crysvita, Mepsevii, Dojolvi, and Evkeeza. The company was founded by Emil D. Kakkis in April 2010 and is headquartered in Novato, CA.

Ultragenyx Pharmaceutical Inc.

Ultragenyx Pharmaceutical Inc

Ultragenyx Pharmaceutical is experiencing significant volatility following a failed late-stage trial for its Angelman syndrome therapy, leading to multiple analyst downgrades and a sharp decline in share price. While many traders are expressing disappointment over the clinical setback and the company's high cash burn, a portion of the community remains bullish, citing a strong commercialized product portfolio, potential future approvals, and the possibility of a buyout as reasons for a potential rebound.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is trading higher as retail sentiment shifts bullish ahead of the company's long-awaited Cybercab launch event, with participants debating the potential for a "sell the news" pullback versus a continued rally driven by autonomy optimism. While bulls are excited by the potential for autonomous fleet scaling, bears remain focused on the company's valuation, lack of immediate earnings, and a history of disappointed timelines.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon is trending as traders speculate on a potential turnaround ahead of upcoming earnings, with many pointing to the appointment of a new CEO, international growth, and potential tariff refunds as catalysts. While some investors express optimism about the brand's premium positioning and valuation, others remain cautious, citing concerns over slowing North American sales and broader weakness in the discretionary retail sector.

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Marcus & Millichap (MMI) Q2 2026 Earnings Call Transcript

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Marcus & Millichap, Inc. Reports Preliminary Results for Second Quarter 2026

Marcus & Millichap, Inc. (the Company, Marcus & Millichap, or MMI) (NYSE: MMI), a leading national real estate services firm specializing in commercial real estate investment sales, financing services, research and advisory services, reported its second quarter financial results today. Second...

Marcus & Millichaps Institutional Property Advisors Division Brokers $90.5 Million Sale of 400 Multifamily Units in West Palm Beach

Institutional Property Advisors (IPA), a division of Marcus & Millichap (NYSE:MMI) dedicated to serving the companys institutional clients, announced today the sale of the 400-unit Ponte Verde at Palm Beach Lakes condominium in West Palm Beach, Florida. New Jersey-based Kamson Corp. purchased the...

Marcus & Millichap Declares Regular Semi-Annual Dividend of $0.25 Per Share

Marcus & Millichap Inc. (NYSE: MMI), a leading commercial real estate brokerage firm specializing in investment sales, financing, research and advisory services, announced today that its Board of Directors has declared a regular semi-annual dividend of $0.25 per share, or approximately $10.0...

Marcus & Millichap Selects Deferred as Preferred 1031 Exchange Provider

Marcus & Millichap (NYSE: MMI), a leading commercial real estate brokerage firm specializing in investment sales, financing, research and advisory services, today announced that Deferred, the first and only technology-powered qualified intermediary transforming 1031 exchanges for everyday real...

Marcus & Millichap, Inc. to Report Second Quarter 2026 Financial Results on Thursday, August 6, 2026

Marcus & Millichap, Inc. (NYSE: MMI), a leading national brokerage firm specializing in commercial real estate investment sales, financing and research and advisory services, announced today it will report its financial results for the second quarter ended June 30, 2026, on Thursday, August 6...

Marcus & Millichaps IPA Capital Markets Bolsters Its Eastern Region Capital Markets Team

IPA Capital Markets, a division of Marcus & Millichap (NYSE:MMI) specializing in capital markets services for major private and institutional clients, has hired Ryan Demadis as a managing director in its Boston office. In his new role, Demadis will report to Marc Sznajderman, senior managing...

Marcus & Millichap Brokers $51 Million Sale of 132-Unit Los Angeles Multifamily Asset

Marcus & Millichap (NYSE:MMI), a leading commercial real estate brokerage firm specializing in investment sales, financing, research and advisory services, announced today the sale of Palm Court Apartments, a 132-unit multifamily property in the Miracle Mile neighborhood of Los Angeles, California...

Marcus & Millichap Names Brown & Brown Preferred Partner for Insurance and Risk Management

Marcus & Millichap (NYSE:MMI), a leading commercial real estate brokerage firm specializing in investment sales, financing, research and advisory services, today announced a strategic partnership with Brown & Brown, Inc. (NYSE: BRO), one of the worlds largest insurance brokerage firms. This...

Marcus & Millichap Capital Corporation Arranges $85 Million in Construction Financing for Beverly Hills Mixed-Use Development

Marcus & Millichap Capital Corporation (MMCC), a leading provider of commercial real estate capital markets financing solutions, has arranged $85 million in construction financing for development of a 297,771-square-foot mixed-use project located at 55 North La Cienega Boulevard in Beverly Hills...

• Reported GAAP EPS of $0.10 up 135.71% YoY
• Reported revenue of $202.91M up 17.78% YoY

Marcus & Millichap faces headwinds from persistent bid/ask spreads, rising commission-related costs, and broader macroeconomic uncertainties including potential recessionary impacts and geopolitical volatility that may constrain future commercial real estate transaction activity.

Marcus & Millichap delivered strong second quarter 2026 results with double-digit revenue growth and expanded Adjusted EBITDA, supported by strategic investments in client outreach and a resilient, fortress-like balance sheet position.

Marcus & Millichap, Inc. engages in the provision of investment real estate brokerage services. It specializes in commercial real estate investment sales, property financing, research, and advisory services. The company was founded by George M. Marcus and William A. Millichap in 1971 and is headquartered in Calabasas, CA.

Marcus & Millichap Inc

Neutral Sentiment

The Federal Reserve hasn't raised rates at all in 2026, but hawkish comments from Fed Chair Kevin Warsh at the Jackson Hole symposium have pushed September rate hike odds as high as 66%, a sharp jump from under 40% just a week earlier. How many rate hikes do you expect from the Fed in 2026? Vote and explain your reasoning in the comments.

How many rate hikes do you expect from the Fed in 2026?

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	$0.11	--	--	N/A
Q2 '26	$0.03	$0.10	233.33%	BEAT
Q1 '26	-$0.08	-$0.08	--	EXPECTED
Q4 '25	$0.22	$0.34	58.14%	BEAT
Q3 '25	$0.00	$0.01	100.00%	BEAT

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