🔥 Bitget US Stock Hotspot Sniper｜2026.08.04
2026/08/04 02:08Main Theme: AI Software & Chip Earnings Validation Surge｜Market Rebound · Oil Retreat · SpaceX Debut
1.Palantir Commercial Acceleration Delivers
Q2 revenue hit $1.94 billion, up 93% YoY. U.S. commercial revenue surged 149% YoY to $764 million. Net income exceeded $1 billion for the first time. Full-year guidance raised to at least 82% growth. AIP platform demand remains robust with Rule of 40 at 155%.
🎯 Beneficiaries: PLTR; Key Catalyst: Commercialization pace beat expectations, after-hours surge near 15%. Watch follow-through on orders and guidance.
2. AMD Data Center Earnings Window Opens
Q2 results due after close today. Street expects ~$11.29 billion revenue and $1.61 EPS. Data center segment continues strong momentum (prior quarter +57% YoY). Focus remains on Helios rack-scale systems and MI-series GPU orders.
🎯 Beneficiaries: AMD, AVGO; Key Catalyst: AI server share and guidance trajectory will drive short-term volatility.
3. SpaceX First Public Earnings Report
First quarterly results as a public company due after close today. Market focus is whether Starlink profits can fund heavy AI and rocket capex. Analysts expect ~$6.8–6.9 billion revenue with AI segment revenue potentially nearly tripling.
🎯 Beneficiaries: SPCX, TSLA; Key Catalyst: AI compute contract ramp and cash flow visibility. Extremely high expected volatility.
4. Geopolitical Easing Drives Record Market Close
Trump paused new strikes on Iran amid talks on reopening the Strait of Hormuz. Brent crude dropped over 4.7%. Dow rose 1.3% to a record, Nasdaq gained 2.1%. Magnificent 7 added $1.77 trillion in market cap over three sessions.
🎯 Beneficiaries: AMZN, META, GOOGL; Key Catalyst: Lower oil prices ease inflation concerns and support rotation back into mega-cap tech.
5.Arista Networks AI Switch Earnings
Q2 results due after close today. Consensus expects ~$2.83 billion revenue. Company previously raised full-year AI-related sales targets. 1.6T product ramp and data-center switch demand are key focus areas.
🎯 Beneficiaries: ANET, CIEN; Key Catalyst: AI networking equipment shipments and margin validation, directly tied to data-center capex.
Trading Note: Capital is rotating from geopolitical risk assets back into core AI names. Software (PLTR) and chip (AMD) earnings windows are clustered, with SpaceX’s debut adding extra volatility. Prioritize volume and guidance quality while managing position size. U.S. equities have seen elevated volatility recently.
The above is for informational reference only and does not constitute investment advice.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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