r/Stocks Daily Discussion Monday - Aug 03, 2026

[+7] u/creemeeseason: Well, at least we know why the yen was going nuts last week.... nothing like US government intervention. [+18] u/InvisibleEar: I'm so euphoric the war is over until Friday I'm crosseyed. [+14] u/SterlingAdmiral: Sold my Amazon calls. About $11k -> $32k. Going to Costco foodcourt for lunch to reward myself with 2 hot dogs. [+12] u/Wmacky: Once again (as expected) the Warren Buffet/ John Bogle investment strategy pays off. 0 to .5 million in 12 years with very modest contributions into a boring portfolio. [+11] u/_hiddenscout: Interesting nugget: >S&P 500 EPS growth is tracking 45% YoY in Q2 compared with a consensus estimate of 22% coming into the quarter. However, 19% of that growth is attributable to Alphabet and Amazon's combined $151 billion of "other income" related to equity investments. Excluding these gains, S&P 500 EPS growth is tracking at 26%, an acceleration vs. Q1 and the fastest pace of growth since 2021 - Goldman [+9] u/jrex035: FSLR with a great ER this morning, big beat on EPS ($3.92 vs $2.84 expected) and excellent guidance for Q3 EPS of $4.80. Up 14% this morning [+8] u/Final_Ad9418: Is steak itchy real i wanna know [+8] u/Busy_Durian4584: Trump is live rn praying for everyone’s portfolios [+7] u/IvoryTowerResident: PLTR \- Revenue: $1.93 billion, est: $1.81 billion \- EPS: $0.41, est: $0.35 [+6] u/NotGucci: Goop amzn, msft ans Google Dip buying these three will always be a good investment. [+6] u/artbystorms: Why does the market keep falling for Trump's on again off again pronouncements? It's SOOOO obvious he is trying to manipulate the market by timing the pronouncements on every....single...weened. At what point does it become the boy who cried wolf? [+6] u/minin71: Buying that Microsoft dip was clutch im up 33% from the lows [+6] u/Xalksahsax: **$PLTR Q2 Earnings** * U.S. revenue: **$1.573B** (+115% YoY, +23% QoQ) * U.S. commercial revenue: **$764M** (+149% YoY, +28% QoQ) * U.S. government revenue: **$809M** (+90% YoY, +18% QoQ) * Total revenue: **$1.935B** (+93% YoY, +19% QoQ) * Adjusted EPS: **$0.41** * GAAP EPS: **$0.41** * U.S. commercial remaining deal value (RDV): **$6.238B** (+124% YoY, +27% QoQ) **Alex Karp, Co-Founder & CEO:** > "Demand for AI sovereignty has now been unleashed. Palantir is the only company that has demonstrated it can transform tokens into actual economic value. Our customers trust us to provide them with maximal control over their operations, data, and decisions. Their competitive advantage should never become the training data for future models. > > This quarter was otherworldly: our U.S. commercial revenue grew 149% year-over-year, our overall revenue grew 93% year-over-year, and our Rule of 40 score climbed to 155%. The sovereign AI revolution makes us very optimistic about the future." [+6] u/scuse_me_what: Fidelity gives 0 hoots about their mobile app (at least iOS) [+6] u/minin71: I bet yall will still be bearish when stocks rip into 2027 [+5] u/ptexpat: # Manufacturing PMI® at 55.6% # July 2026 ISM® Manufacturing PMI® Report New Orders Growing Production Growing Employment Growing Supplier Deliveries Slowing Raw Materials Inventories Growing; Customers’ Inventories Too Low Prices Increasing; Imports Growing; Exports Growing (Tempe, Arizona) — Economic activity in the **manufacturing sector expanded in July for the seventh consecutive month**, say the nation’s supply executives in the latest **ISM****^(®)** ***Manufacturing PMI******^(®)*** ***Report***. The report was issued today by Susan Spence, MBA, Chair of the Institute for Supply Management^(®) (ISM^(®)) Manufacturing Business Survey Committee. “The Manufacturing PMI^(®) registered 55.6 percent in July, 2.3 percentage points above the June figure and the highest reading since May 2022 (55.9 percent). The overall economy continued in expansion for the 21st month in a row. (A Manufacturing PMI^(®) above 47.5 percent, over a period of time, generally indicates an expansion of the overall economy.) The New Orders Index expanded for the seventh consecutive month after four straight readings in contraction, registering 56.7 percent, up 0.7 percentage point compared to June’s figure of 56 percent. The July reading of the Production Index (58.5 percent) is 6.3 percentage points higher than the 52.2 percent recorded in June and the highest figure since November 2021 (60.5 percent). The Prices Index remained in expansion (or ‘increasing’ territory), registering 71.1 percent, a 1.9-percentage point decrease from June’s reading of 73 percent. The Backlog of Orders Index registered 55 percent, up 4.5 percentage points compared to the 50.5 percent recorded in June. The Employment Index reading of 52.8 percent is up 3.1 percentage points from June’s figure of 49.7 percent, putting the index in expansion territory for the first time in 33 months,” says Spence. “The Supplier Deliveries Index indicated slowing performance for the eighth month in a row after one month in ‘faster’ territory. The reading of 58.9 percent is up 1.5 percentage points from its June reading of 57.4 percent. (Supplier Deliveries is the only ISM^(®) PMI^(®) Reports index that is inversed; a reading of above 50 percent indicates slower deliveries, which is typical as the economy improves and customer demand increases.) “The Inventories Index registered 51.2 percent, down 0.2 percentage point compared to June’s reading of 51.4 percent. The Customers’ Inventories Index reading of 40.7 percent is 1.6 percentage points lower compared to the 42.3 percent recorded in June. “The New Export Orders Index returned to expansion territory with a reading of 53 percent, 4.5 percentage points higher than the 48.5 percent registered in June. The Imports Index registered 55.7 percent, 2.8 percentage points higher than June’s reading of 52.9 percent.” Spence continues, “In July, U.S. manufacturing activity remained in expansion territory, growing at its fastest rate in more than four years. Of the five subindexes that make up the PMI^(®), four grew faster compared to the previous month; the exception was the Inventories Index, which was down just 0.2 percentage point. [https://www.ismworld.org/supply-management-news-and-reports/reports/ism-pmi-reports/pmi/july/](https://www.ismworld.org/supply-management-news-and-reports/reports/ism-pmi-reports/pmi/july/) [+5] u/NotGucci: >ISM U.S. MANUFACTURING ACTIVITY INDEX 55.6 IN JULY (CONSENSUS 54.0) VS 53.3 IN JUNE More K-type economy. Again recession isn't coming anytime soon, and economy still remains K-type which will contunue to drive the market high. 8k by EOY is highly likely. [+5] u/urfaselol: The death of the mag 7 has been greatly exaggerated [+5] u/RamCockUpMyAss: 10 yr plummeting - bears on suicide watch yet again. Stop resisting and just go all in. It's getting embarrassing at this point. [+5] u/InvestigatorPlus3229: Just last week it was Apple is a genius company do nothing and win. Now it’s Amazon is printing cash from AI investments and MacBook supply chain crushed by memory prices [+5] u/_hiddenscout: **V2X (NYSE:VVX)** reported second quarter 2026 revenue of **$1.26 billion**, up **17%** year-over-year. Net income was **$25.5 million** (GAAP diluted EPS **$0.81**), while **adjusted net income** was **$51.6 million** and **adjusted diluted EPS** was **$1.64**, up **22%** and **23%**, respectively. **Adjusted EBITDA** was **$89.8 million**, up **9%**, with a margin of **7.1%**. Operating cash flow in the quarter was **$21.6 million**, and adjusted operating cash flow was **$71.8 million**. Net debt stood at **$876.1 million**, a year-over-year improvement of **$71.4 million**, with a net leverage ratio of **2.4x**. Total backlog was **$12.7 billion** (funded backlog **$2.5 billion**), with quarterly book‑to‑bill of about **0.5x** and trailing twelve‑month book‑to‑bill of about **1.4x**. V2X raised its full‑year 2026 guidance for revenue to **$4.875–$5.025 billion**, adjusted EBITDA to **$347.5–$362.5 million**, and adjusted diluted EPS to **$5.90–$6.30**, while maintaining adjusted operating cash flow guidance. "With double-digit top and bottom-line growth, our strong second quarter performance reflects consistent strategic execution, robust demand for our differentiated capabilities and continued alignment to national security priorities," said Jeremy C. Wensinger, President and Chief Executive Officer. "Recent awards across modernization, global training, aerospace and mission readiness reinforce the value of our end-to-end solutions, ability to support global no-fail missions, and pursuit of profitable growth opportunities that increase the value of our backlog. Our solid first-half performance and current backlog position us well as we enter the second half of 2026 and as such are increasing our 2026 outlook for revenue, adjusted EBITDA and adjusted EPS. We remain focused on advancing our Go Towards Tomorrow strategy, prioritizing investments that accelerate innovation across the enterprise and strengthen our competitive solutions, and delivering differentiated value for customers and shareholders."