Three Dates in August. The First One Is Today.

Palantir already answered. AMD and SpaceX answer tonight.

Palantir jumped roughly 16% in premarket after beating and raising. Two of the biggest questions in the AI trade get answered after the bell.

Palantir posted second-quarter revenue of $1.94 billion against the $1.80 billion analysts expected, with adjusted earnings of 41 cents versus 35 forecast. It then raised full-year guidance to roughly $8.15 billion, well above the $7.69 billion consensus.

Tonight AMD reports with revenue expected near $11.3 billion, with attention on MI350 GPUs and data-centre demand. SpaceX files its first ever quarterly report as a public company, revenue expected around $6.8 billion.

Here’s why it lands on your desk: roughly 85% of S&P 500 companies have beaten estimates this season with aggregate profit growth tracking above 47%. The results are not the question any more. What each company says it will spend next is.

Source: TheStreet / Benzinga

The Grid Wasn’t Built for What’s Being Plugged Into It

By 2030, AI data centers alone could consume as much electricity as entire nations like Sweden or Argentina.

Today’s grid wasn’t built for this. That’s where Frontieras comes in.

Their patented FASForm^TM technology breaks coal down to produce clean fuels, hydrogen, fertilizer, and more. All from one of America’s most abundant resources, with zero waste and minimal emissions.

Their first facility in West Virginia is set to deliver:

And that’s just the beginning.

Frontieras holds patents covering 85% of the world’s coal-producing regions, positioning the company to replicate this model globally. Their patented FASGEN^TM strategy also offers a smooth upgrade for existing coal plants. That creates an even bigger opportunity to reach more plants worldwide.

Frontieras is building the power that will keep AI and the global economy running. Now, you have the chance to invest as they tap into a $2.1 trillion total addressable market* and power the future of AI.

✱

A hundred billion dollars of SpaceX stock stops being locked

The lockup from June’s record listing expires, freeing roughly 930 million shares to trade for the first time.

SpaceX has fallen close to 30% from its debut price. Early holders who have been unable to sell since the listing become able to on Thursday morning. Whether they do is the open question — but the date itself was set in the prospectus back in June.

That is what makes it worth knowing. Nothing about Thursday is a surprise. It has been on the calendar the entire time, and it will still catch people out.

The reason it matters even if you own none of it: a lockup expiry is one of the few market events that is genuinely knowable in advance. If you hold a fund with recent listings in it, this is the kind of date worth checking rather than discovering.

Source: Business Insider / Yahoo Finance

And There’s a Third Date Nobody Has Circled

The clock is ticking on the biggest energy deadline in American history…

Aims its full firepower at ONE company.

See, on August 18th, the government holds a landmark land auction for this energy source - and the results could reshape the entire sector.

But here’s what almost nobody knows:

When the White House killed credits for solar, wind, EVs, and every other renewable energy source in America…

They left one untouched.

Not only that - they reclassified it alongside oil and nuclear…

And gave it eight years of credits.

Because last June, a drilling crew working right near the Grand Canyon…

Unearthed a well of clean energy producing almost 8 times the output of the largest oil well in Saudi Arabia…

Capable of powering civilization for two million years.

Right here on American soil.

Everything changed that day.

Google signed a 15-year contract…

Bill Gates wrote a $100 million check.

And on August 18th, the government hands this energy source its biggest advantage ever.

One company owns the entire chain.

The window to be an “early investor” is closing fast.

I recommend placing your trade at tomorrow’s market open.

Kelly Maguire
The Buck Stops Here
Behind the Markets

The jobs number that decides what the Fed does in September

July payrolls arrive Friday, with roughly 88,000 jobs expected.

It is the first significant labour reading since the Fed held rates for a fifth consecutive meeting with three officials dissenting in favour of a hike. Chairman Warsh has since struck a softer tone, which makes Friday’s number the tiebreaker between the two camps.

A soft print hands the doves their first hard evidence. A strong one strengthens the three who already voted to tighten. Fed speakers appear throughout the week ahead of it.

If you hold bonds, cash or a mortgage you meant to refinance, Friday matters more than either earnings report this week. Earnings move a stock. This moves the price of money.

Source: FXEmpire / CNBC

The One That Won’t Be Announced in Advance

In 1934, the government executed a legal maneuver that transferred billions in wealth overnight.

Most Americans had no idea it was coming.

A small group who saw it early walked away wealthy.

Everyone else paid for it.

Trump has the same legal authority today. Advisors close to the administration believe he’s considering using it. If he does, the transfer happens fast — and the window to be on the right side of it is already closing.

We put together a free report on exactly what this move is, why the timing points to now, and the one step ordinary Americans can take to position themselves before it happens.

It costs nothing. Takes 30 seconds to request.

The people who moved early in 1934 didn’t have a warning.

You do.