Intel Stock Recovers From 4.2% Slump, Remains 6.8% Under $95 Offer Price
Shares of Intel Corporation declined by 1.1% to close at $88.50 on Tuesday. The stock bounced back after touching an early session low of $85.72, a 4.2% decrease.
Grab Dips 1% After $706 Million Incentive Spend Amid 22% Growth Surge
Shares of Grab Holdings Limited dropped 0.99% to $3.505 as of 14:58 EDT Tuesday, as investors evaluated if accelerated growth could offset a $706 million incentives expense for the quarter.
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Grab faded after a morning rise
$3.505 · −0.99%Five-minute closes; U.S. dollarsAs of · Source: Yahoo Finance
Financial services grew fastest; mobility kept the thicker margin
Second-quarter 2026 revenue and segment economics
Deliveries
$531m
+21% year on year
Adjusted EBITDA: 2.3% of GMV, +45 bp
Mobility
$331m
+12% year on year
Adjusted EBITDA: 8.6% of GMV, −9 bp
Financial services
$134m
+59% year on year
Adjusted EBITDA: −$15m, improved by $11m
Bar length compares segment revenue. Source: Grab Q2 2026 results.
Reported profit ran ahead of operating earnings
Q2 2026, U.S. dollars; measures differ and are not additive
Operating profit
$19m
Adjusted EBITDA
$168m
Profit for period
$235m
One-time Superbank gain
$307m
The one-time gain helped reported profit but did not raise operating cash flow. Source: Grab SEC exhibit.
Intel recovered most of its opening loss
Nasdaq price in U.S. dollars. As of .
Source: Yahoo Finance. Five-minute closes; low and high are session range markers.
Intel carries the group’s richest forward multiple
Price divided by consensus forward earnings, as of September 1, 2026, 13:57 EDT.
Source: Yahoo Finance. Forward estimates can change.
Product growth funds the foundry build-out
Second-quarter 2026 segment revenue and year-over-year change.
Client computing and physical AI
$8.9bn+13%Operating income: $2.34bnData center and AI
$6.3bn+59%Operating income: $2.47bnIntel Foundry
$5.8bn+31%Operating loss: −$2.09bnSource: Intel. Segment revenue includes intersegment sales.
Palo Alto Networks Shares Fall 6.4%, Wiping $20 Billion Ahead of Results
Palo Alto Networks dropped 6.42% to $357.61 on Tuesday. The price level was registered at 12:48:13 EDT, ahead of its fiscal fourth-quarter earnings report. The decline cut about $19.99 billion from the company's market capitalization.
PANW regular-session slide
Five-minute closes in U.S. dollars; dashed line marks Monday's $382.13 close.
As of Source: Yahoo Finance; TS2 calculations
The sequential Q4 hurdle
Q3 actual versus the midpoint of company Q4 guidance, in billions of dollars.
Revenue
Q3$3.002B
Q4$3.350B
+11.6% sequential
NGS ARR
Q3$8.130B
Q4$8.925B
+9.8% sequential
RPO
Q3$18.40B
Q4$20.95B
+13.9% sequential
Source: Palo Alto Networks Q3 release and Q4 guidance; midpoint calculations by TS2.
Wall Street remains bullish, but the cushion is thin
Ratings issued during the past three months and the 12-month target range.
37 Buy5 Hold0 Sell
Low target$210.00
Current$357.61
Average target$374.68
High target$475.00
Ratings and targets: Google Finance, displayed September 1, 2026; current price as of 12:48:13 EDT.
Apple surge narrows Nasdaq slide as market breadth remains thin
By midday, the Nasdaq Composite had narrowed its initial decline by over 50%. At 12:00 EDT, it was lower by 0.48% at 26,243.43. Shares of Apple Inc. rose 3.01%, while NVIDIA Corporation pared losses to 0.18%.
Early selloff gives way to a partial recovery
Change from the previous close, in percent
- S&P 500: -0.34%
- Nasdaq: -0.48%
- Dow: -0.40%
As of . One-minute closes; first point is 09:30 EDT. Source: Yahoo Finance. Calculations by TS2.
Session loss versus the preceding 60 minutes
Nasdaq Composite
Session to noon-0.48%
11:00–12:00+0.24%
S&P 500
Session to noon-0.34%
11:00–12:00+0.11%
Dow
Session to noon-0.40%
11:00–12:00-0.01%
As of September 1, 2026, 12:00 EDT. Source: Yahoo Finance one-minute data. Calculations by TS2.
Oil and rates keep the discount-rate squeeze alive
Latest verified observations before noon. Source: Yahoo Finance; bond-market context: Associated Press.
Defensives lead; cyclicals and technology lag
Select Sector SPDR ETF change from the previous close
Staples XLP+0.94%
Health XLV+0.51%
Utilities XLU+0.44%
Energy XLE+0.36%
Real estate XLRE+0.16%
Communication XLC-0.01%
Financials XLF-0.36%
Materials XLB-0.84%
Technology XLK-1.02%
Discretionary XLY-1.17%
Industrials XLI-1.17%
As of September 1, 2026, 12:00 EDT. Source: Yahoo Finance intraday quotes. Calculations by TS2.
Ondas Dips 6.1% After Guidance Signals $244 Million Q4 Test
WEST PALM BEACH, Florida, September 1, 2026, 11:16 EDT — Ondas Holdings shares fell 6.1% after the company's latest forecast projected a $244 million challenge for the fourth quarter, raising investor uncertainty.
Source: Yahoo Finance, Nasdaq real-time quote. As of . Values are timestamped, not streaming.
The revenue ramp steepens
Reported revenue and company guidance, $ millions
Q1 reported$50.1
Q2 reported$83.8
Q3 guidance$140–155
Q4 implied*$243.6–268.6
*Derived from the $525 million–$550 million full-year target using the $147.5 million Q3 midpoint. This is an analytical scenario, not company Q4 guidance. Source: Ondas Q2 results, August 13, 2026.
Backlog versus 2026 revenue
Scale capped at $800 million
Reported backlog$613m
Pro forma backlog$757m
FY guide midpoint$537.5m
Pro forma backlog / guide1.41×
Market cap / guide midpoint7.64×
Sources: Ondas Q2 results; Yahoo Finance market capitalization at 11:16 EDT on September 1, 2026. Market-cap-to-revenue is not an enterprise-value multiple.
Dell Shares Drop 3.5% as $60 Billion AI Server Ambition Puts Margins in Focus
ROUND ROCK, Texas, September 1, 2026, 10:52 EDT — Dell Technologies declined 3.5% after pushing toward a $60 billion target for its AI server business, a move placing pressure on profit margins.
Dell shares stayed below the prior close
Dell lagged server peers before results
Growth shifts from volume to conversion
Revenue+1.5%$43.84B Q1 to $44.50B Q2 midpoint
Adjusted EPS−1.2%$4.86 Q1 to $4.80 Q2 midpoint
Gross-margin change−3.3 pts17.8% in Q1 versus 21.1% a year earlier
AI servers needed$14.6BAverage for each remaining quarter to reach $60B
Fervo stock surges 24% with $1.1 billion market value boost after Google geothermal agreement
Shares of Fervo Energy Company surged 24.4% on Tuesday after the firm announced its biggest power deal to date. The stock traded at $19.14 at 10:42:32 EDT. Trading volume hit 16.1 million shares, based on consolidated Nasdaq data.
FRVO regular-session climb
Source: Yahoo Finance, consolidated U.S. exchange data. Prices are snapshots, not live.
Fervo-Google contracted capacity
Bar scale: 1,000 MW. The expansion is an option, not binding capacity.
Existing Nevada PPA115 MW
New Utah PPA396 MW
Google expansion optionabout 600 MW
Potential Utah offtake by June 2030nearly 1 GW
Source: Fervo's September 1 SEC exhibit. Option capacity depends on later conditions.
Capital cushion versus the build bill
June 30 balance sheet; H2 capex shown at the $875 million guidance midpoint.
Cash and equivalents$2.106B
H2 capex midpoint$875M
Current + long-term debt$228M
Cash100%
H2 capex midpoint41.5% of cash
Debt10.8% of cash
Source: Fervo June 30 Form 10-Q and August 12 guidance. Cash also funds operating and development costs.
Nvidia Shares Slip 1.3%, Erasing $69 Billion as Rates Pressure AI Valuations
NVIDIA Corporation shares fell 1.30% on Tuesday. The move erased roughly $69.2 billion of implied equity value as bond yields pressured technology stocks.
NVIDIA regular-session price
$ per share; previous close $220.50
As of . One-minute observations; delayed bars may update. Source: Yahoo Finance.
AI-chip shares absorb the rate shock
Change from Monday’s close, %
As of . Broadcom Inc. (NASDAQ:AVGO) is shown with relevant chip peers. Source: Yahoo Finance market data.
Revenue growth raises the valuation hurdle
NVIDIA quarterly revenue, $ billions
Results through July 26, 2026; Q3 is company guidance, ±2%. Sources: NVIDIA results and the SEC filing.
AEye Shares Surge 26% After Lunar Lidar Agreement Overshadows Quarterly Turnover
PLEASANTON, California, September 1, 2026, 09:49 EDT — AEye stock soared 26%, outpacing the firm's most recent quarterly revenue after it secured a significant lunar lidar partnership.
AEye’s premarket surge met opening volatility
USD per share; premarket from 04:00 EDT, regular trading from 09:30 EDT. As of .
Source: Yahoo Finance. One-minute indicative quotes; plotted points are selected observations.
The contract floor towers over reported revenue
USD millions; bars share a $7.5 million scale. Contract floor is an inference from AEye’s “multi-million-dollar” description.
Sources: contract announcement and Q2 results. Contract timing and recognized revenue were not disclosed.
Cash almost matches the implied equity value
Balance-sheet figures at June 30; share count at August 4; equity value estimated at the 09:48:48 EDT price.
$71.5mCash and securities
$67.4mEstimated equity value
46.49mShares outstanding
$30m–$35m2026 cash-use outlook
Sources: AEye 10-Q and Yahoo Finance. Equity value is a preliminary estimate and excludes later share-count changes.
UiPath Shares Trade 29% Over Analyst Price Target Ahead of Earnings
NEW YORK, September 1, 2026, 09:38 EDT — UiPath shares are currently priced 29% higher than the average analyst target, putting the stock in focus as the company prepares to report earnings.
PATH: first eight minutes of regular trading
Price in U.S. dollars. Dashed line marks the $18.65 previous close.
Source: Yahoo Finance market data. As of . Values are snapshots, not streaming quotes.
What Thursday’s quarter must clear
Revenue in millions of dollars; ARR in billions.
Sources: UiPath guidance and Zacks consensus. Consensus published August 31, 2026.
The market has outrun the target average
Share price and 12-month analyst targets in U.S. dollars.
Sources: MarketBeat analyst compilation, updated September 1, 2026; Yahoo Finance market price at 09:38 EDT.
GoPro Surges 64% Premarket After $87 Million Debt Faces Markiplier-Led Rally
SAN MATEO, California, September 1, 2026, 05:48 PDT — GoPro shares climbed 64% before the opening bell, as the company's $87 million debt came under scrutiny during a rally fueled by online personality Markiplier.
GoPro’s two-session price re-rating
USD per share; premarket range and last trade are consolidated Nasdaq readings.
Source: Nasdaq. As of .
Marked value of the disclosed stake
13.5 million shares, compared with GoPro’s June cash balance; USD millions.
Sources: SEC Schedule 13G, Nasdaq and GoPro Form 10-Q. Stake values are calculated marks, not acquisition cost.
The balance-sheet test behind the rally
Reported figures in USD millions. Cash, debt and liabilities are at June 30; cash use covers six months.
$27.3mCash and equivalents
$87.2mPrincipal debt
$47.4mH1 operating cash used
$404.9mCurrent liabilities
Source: GoPro Form 10-Q filed August 10, 2026.
Oracle Stock Falls 3.1% as Layoff Report Highlights $55.7 Billion Capital Bill
Oracle Corporation fell 3.08% to $146.20 before Tuesday's open. The move followed a report of another broad layoff round.
Oracle premarket price path
USD per shareMonday close$150.85
Latest premarket$146.20
Move from close-3.08%
As of Source: Yahoo Finance intraday data
Oracle workforce reset
Full-time employees; scenario is illustrative, not company guidance
May 2025, derived from disclosed reduction162,000Starting comparison
May 2026, company filing141,000-21,000 / -13.0%
Illustrative after reported 7,000–10,000 cuts131k–134kA further 5.0%–7.1%
Sources: Oracle 2026 Form 10-K; Moneycontrol report. The final card assumes all reported cuts are incremental.
The cash gap behind the cost drive
Oracle fiscal 2026 actuals and fiscal 2027 financing expectation, $ billions
Operating cash flow$32.0
Capital spending$55.7
Free cash flow-$23.7
Expected FY2027 funding~$40.0
Capital spending equals operating cash flow less free cash flow. Funding is Oracle's stated debt-and-equity expectation. Source: Oracle FY2026 results.
Duolingo gains 3.9% after Evercore doubles price target to $210
PITTSBURGH, September 1, 2026, 05:30 EDT – Shares of Duolingo rose 3.9% at the open after Evercore raised its price target for the language-learning platform to $210, doubling its previous estimate.
Duolingo shares recovered into Tuesday’s premarket
Closing prices in dollars; September 1 point is premarket.
As of . Source: Yahoo Finance; delayed and extended-hours quotes.
Usage outpaced bookings in the second quarter
Year-over-year growth for the quarter ended June 30, 2026.
Profitability trade-off: adjusted EBITDA margin moved to 25.9% from 31.2%, a decline of 5.3 percentage points.
Source: Duolingo Q2 2026 shareholder letter.
The upgrade resets Duolingo’s price and sales-multiple hurdle
Dollar checkpoints and implied price-to-guided-revenue calculations.
$105.00Evercore’s previous target
$148.36August 31 close
$154.09September 1 premarket
$210.00Evercore’s new target
6.5×
2026 guided revenue at $154.09
2026 guided revenue at $154.09
8.8×
2026 guided revenue at $210
2026 guided revenue at $210
Sources: Evercore target reported by Yahoo Finance; Duolingo guidance and diluted-share estimate. Multiples are TS2 calculations.
Apple Shares Dip 0.2% as Spotlight Turns to $54 Billion iPhone 18 Pro Max Franchise
Shares of Apple Inc. eased 0.23% ahead of Tuesday's opening bell as investors assess prospects for an iPhone 18 Pro Max alongside the company's strong revenue foundation.
Apple premarket price
U.S. dollars per share; premarket trades shown at five-minute intervals
Apple’s June-quarter revenue mix
Total net sales: $109.42 billion; quarter ended June 27, 2026
iPhone$54.25B49.6% of total
Services$30.74B28.1% of total
Mac$10.35B9.5% of total
Wearables, Home, Accessories$7.88B7.2% of total
iPad$6.19B5.7% of total
Source: Apple Q3 2026 Form 10-Q. Percentages are TS2 calculations and may not sum to 100% after rounding.
Illustrative iPhone revenue sensitivity
Applied to the latest quarterly iPhone revenue base of $54.252 billion
1% change
$0.54B
3% change
$1.63B
5% change
$2.71B
Illustrative arithmetic, not a forecast. Source base: Apple Q3 2026 Form 10-Q.
Palantir Shares Climb 6% in Six-Day Run While Lofty 55x Sales Multiple Highlights AI Expansion Challenge
Shares of Palantir Technologies Inc. rose 6.0% over six consecutive sessions. The advance brought its market capitalization close to $447.9 billion.
Six-session climb
Daily close, U.S. dollars
As of . Source: S&P Global Market Intelligence via StockAnalysis.
Palantir's second-quarter growth engine
Revenue$1.935B+93% year on year
U.S. commercial$764M+149% year on year
Adjusted operating margin62%$1.194B income
Adjusted FCF margin63%$1.220B cash flow
Quarter ended June 30, 2026. Source: Palantir Q2 2026 results.
Valuation leaves a narrow consensus gap
Market value$447.88B
÷
2026 revenue midpoint$8.154B
=
Forward sales multiple54.9×
Market data as of August 31, 2026; guidance issued August 3. Sources: Google Finance, Palantir and S&P Global via StockAnalysis.
Recommendation mix: 32 analysts
20Strong buy
1Buy
9Hold
1Sell
1Strong sell
Recommendation data last updated August 26, 2026. Source: S&P Global Market Intelligence via StockAnalysis.
CrowdStrike Shares Climb 5.8% as 39x Sales Valuation Faces Fal.Con Outcome
AUSTIN, Texas, September 1, 2026, 00:18 EDT CrowdStrike's stock advanced 5.8%, with attention turning to whether its 39-fold sales multiple is justified following developments at the Fal.Con event.
CRWD adjusted closes across six sessions
Q2 growth and cash conversion
Fiscal second quarter ended July 31, 2026
Revenue$1.471bn+26% year on year
Ending ARR$5.84bn+25% year on year
Net new ARR$332.8mn+51% year on year
Free cash flow$377.4mn+33% year on year
Source: CrowdStrike Q2 FY2027 release. ARR means annual recurring revenue.
Valuation checkpoint after Monday's rally
Market value$235.2bn
FY2027 revenue guide midpoint$6.001bn
Market value / guide39.2×
Average $218.68Close $231.00
Low target $112.50High target $425.00
Sources: MarketBeat, updated Aug. 31, and CrowdStrike guidance. Target providers use different methods; targets are not forecasts of certain returns.
MediaTek Shares Surge 9.9%, Market Value Increase Outpaces Nvidia Stake by Five Times
MediaTek Inc. surged by the maximum allowed in Taiwan trading on Tuesday, rising NT$390, or 9.94%, to NT$4,315 as of 10:52 GMT+8.
MediaTek reaches Taiwan’s daily price limit
Share price, New Taiwan dollars
As of . Volume: 3.56 million shares. Source: Google Finance.
Equity gain dwarfs the financing
Market-value gainNT$616.2bn
Nvidia investmentNT$110.6bn
Total bond offerNT$123.2bn
Investment and offering translated at MediaTek’s Q2 average of NT$31.60 per U.S. dollar. Market-value gain uses NT$390 and 1.58 billion shares. Sources: Google Finance, MediaTek and Reuters. Calculations are rounded.
MediaTek’s Q2 revenue mix favors Smart Edge
Smart Edge Platforms53%+19% quarter on quarter
Mobile Phone41%−14% quarter on quarter
Power IC6%+11% quarter on quarter
Quarter ended June 30, 2026. Smart Edge rose 26% year on year; Mobile Phone fell 20%; Power IC rose 6%. Source: MediaTek Q2 transcript.
Intel Stock Holds 5.8% Below Offering as 4.2% Dilution Tests 14A Case
Intel Corporation closed almost unchanged Monday at $89.51. That left the stock 5.8% below its recent $95 offering price.
Intel's latest five-session close
U.S. dollars per share;
Source: Barchart market data via Raymond James. Closing prices are unadjusted.
The $95 offering created a visible price hurdle
$95.00Public offering price
$89.51August 31 close
−5.78%Discount to offering
$1.16BBase buyers' paper shortfall
Calculated from 210,526,315 base shares. Source: Intel offering filing and August 31 close.
Q2 segment operating margins split sharply
Operating income divided by segment revenue; percent.
Source: Intel Q2 2026 segment results. Margins calculated from reported revenue and operating income.
Analyst targets show unusually wide outcomes
U.S. dollars per share; compiled figures available at reporting time.
Source: Yahoo Finance analyst insights. Targets are estimates, not guarantees.
Snap Shares Gain 2.2% as 7.5% Cash-Flow Yield Eyes Buyback Evidence
Shares of Snap Inc. finished Monday up 2.21% at $5.55. The closing price placed the firm's valuation near $9.39 billion following a volume of 42.4 million shares traded.
Snap's six-session close
NYSE closing price, U.S. dollars
As of . Source: Investing.com historical data.
Cash generation versus equity costs
First half of 2026, millions of dollars
Free cash flow
$406.5m
Share repurchases
$601.0m
Stock compensation
$513.2m
Source: Snap Q2 2026 results. Stock compensation combines Q1 and Q2.
User scale and monetization gap
Q2 2026 daily active users and quarterly ARPU
North America
DAU92m
ARPU$10.26
DAU −7% YoYEurope
DAU98m
ARPU$3.62
DAU −2% YoYRest of world
DAU303m
ARPU$1.00
DAU +12% YoYSource: Snap Q2 2026 supplemental metrics.
Nvidia Stock Up 1.5% as $20 Billion Buyback Represents 0.4% of Market Cap
NVIDIA Corporation gained 1.48% to end Monday at $220.78. The company's $20 billion quarterly buyback represents just 0.38% of its market capitalization.
Nvidia’s earnings-week round trip
Regular-session closes, U.S. dollars
Aug. 24$208.48
Aug. 25$213.05
Aug. 26$209.66
Aug. 27$227.98
Aug. 28$217.55
Aug. 31$220.78
As of . Sources: Investing.com history and Schwab close.
Large cash return, small valuation offset
Fiscal second quarter cash returned versus August 31 equity value
Share repurchases$20.0B0.38% of market value
Cash dividends$6.0B0.11% of market value
Total returned$26.0B0.49% of market value
Repurchases: 76.9%Dividends: 23.1%
At Monday’s $220.78 close, $20 billion could buy about 90.6 million shares—roughly 0.38% of 24.1 billion outstanding.
Company figures for the quarter ended July 26, 2026; market value as of August 31. Sources: Nvidia, Schwab and StockAnalysis. Percentages are calculated.
Analysts remain overwhelmingly positive
Most recent rating from 55 Wall Street analysts
Buy or Strong Buy52
Hold3
Sell0
August 31 close$220.78Nvidia regular session
Consensus target$324.2346.9% above MarketBeat’s $220.60 snapshot
Ratings and target as of August 31, 2026. Source: MarketBeat analyst forecast. Target upside is a forecast, not a realized return.
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