Observed Signal · Aug 3, 2026 · Earnings Report · Source: CNBC Investing · Impact: 4/5 · Sentiment: Neutral
Stocks to Watch: Palantir, Snap, AMD, SpaceX
CNBC’s Stocks @ Night roundup highlights corporate reports and market drivers ahead of the next trading session. Caterpillar has seen large gains tied to data-center construction, while McDonald’s, Merck and Pfizer show recent pullbacks from prior highs. Snap and Palantir posted strong quarterly results — Snap beat revenue expectations and CEO Evan Spiegel reported improving advertising momentum; Palantir beat estimates with a 93% year-over-year revenue jump. AMD has rallied recently but remains below its June peak and shows elevated options-implied movement. SpaceX shares have fallen roughly 50% from their June high as more shares are scheduled to be released to the market and a quarterly report approaches. Markets will also watch interviews with Treasury Secretary Scott Bessent and Philadelphia Fed President Anna Paulson and talk of coordinated U.S.-Japan yen intervention.
The piece covers several earnings beats and market-moving corporate updates from major public technology and media-related companies (Snap, Palantir, AMD, SpaceX), plus commentary from senior economic officials — information that can materially affect market and ad/tech sector pricing and sentiment.
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Key Takeaways & Evidence Grounding
- Published on 2026-08-03.
- Caterpillar is up 18% in six months and up 45% year-to-date, but down 6.7% over the past three months.
- Snap reported better-than-expected revenue for Q2; CEO Evan Spiegel said the company saw improving momentum in its advertising business.
- Palantir posted blowout Q2 results, reporting a 93% year-over-year revenue increase and shares rose about 15% after hours.
- SpaceX shares fell roughly 50% from their June 16 high ($225.64) to close at $114.53 on Monday, with additional shares scheduled to be released to the market.
Connected Companies & Entities
6 Entities mapped“SpaceX: The stock hit a high on June 16, hitting $225.64 a share. Since then, it has fallen about 50%, closing at $114.53 on Monday; more sh...”
“Snap reported better-than-expected revenue for the second quarter Monday afternoon; CEO Evan Spiegel said the company 'saw improving momentu...”
“Palantir Technologies: The stock is up about 15% after hours after Palantir posted earnings and showed a 93% year-over-year revenue jump....”
“Pfizer is down 13% from the April 2 high. The stock is down around 5% in three months....”
“Article published by CNBC; footer notes '© 2026 Versant Media, LLC. All Rights Reserved. A Versant Media Company.'...”
Related Market Signals & Shifts
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Palantir and AMD Kick Off Earnings Week
CNBC previews a busy week of first-quarter earnings beginning May 4–8, 2026, with about 121 S&P 500 companies scheduled to report. The piece highlights headliners including Palantir Technologies (reporting after the close Monday), Advanced Micro Devices (after the close Tuesday), Walt Disney and McDonald’s (major Dow components), Pfizer, and Uber. So far 63% of S&P 500 members have reported and 84% have beaten expectations, per FactSet. Analysts polled by LSEG expect Palantir’s earnings to more than double year‑over‑year and anticipate double‑digit growth for AMD. The article lists conference-call times, recent quarter context, analyst commentary (Loop Capital, Deutsche Bank, Barclays, Citigroup, etc.), and historical beat rates from Bespoke Investment Group.
Stocks to Watch for Thursday Trading
CNBC’s Stocks @ Night highlights market movers for the next trading session, focusing on data-center stocks after Jim Cramer flagged the sector, upcoming economic reports (weekly jobless claims and the producer price index) and several company-specific events. Applied Materials is set to report after the bell; CNBC will air special coverage of SK hynix in South Korea. Apple is opening a new manufacturing center in Houston as part of a reported $600 billion U.S. manufacturing investment. Several companies hit all-time highs (Charles Schwab, U.S. Bancorp, Palo Alto Networks). Cerebras missed revenue but raised full-year guidance and fell after hours; StubHub and Cisco also moved after earnings results and guidance. The note flags ETFs and individual data-center names showing mixed recent performance.
Stocks to Watch Thursday: McDonald’s, Nvidia, Corning, Block
CNBC’s Stocks @ Night (published May 6, 2026) previews corporate events and economic data likely to move markets in the next trading session. McDonald’s is due to report results Thursday morning with special coverage of its China operations; Corning reportedly plans three factories to produce optical technologies exclusively for Nvidia, a story that lifted Corning shares; Citigroup holds investor day with CEO Jane Fraser appearing on CNBC; ADP’s private payrolls showed an April gain of 109,000 ahead of official jobs data and weekly jobless claims; Block and CoreWeave are scheduled to report after the bell. The piece also cites prediction‑market odds from Kalshi and New York Fed consumer expectations data, and discloses a commercial relationship between CNBC and Kalshi.
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