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Pomegra
The Daily Briefing · Thursday, August 6, 2026
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Markets
Shopify Wins Overweight, Buy Calls on AI Commerce Bet
Morgan Stanley starts Shopify at Overweight, $192 target, framing the AI Sidekick tool as a fast path to monetization.
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Jefferies upgrades Shopify to Buy from Hold at $160, citing Q2 upside, partner program changes, and untapped pricing power. |
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SHOP rallied 17.79% on August 5, trading between $123.98 and $164.97 in heavy volume. |
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▪ Also today
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Economy
ADP Report: U.S. Added Just 44,000 Jobs in July
ADP private payrolls rose 44,000 in July, the weakest monthly gain of 2026, against a 75,000 consensus estimate.
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Business & Earnings
EOSE Record Revenue Masks $275M Loss, Stock -18%
Q2 2026 revenue of $68.8M (+351% YoY) sets a company record, but gross margin remains deeply negative at -71%.
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Business & Earnings
Match Group Stock Falls 10% on Tinder User Decline
Match Group shares dropped roughly 10% after the dating app giant reported shrinking paying users and issued below-consensus 2026 revenue guidance, underscoring Tinder's ongoing struggle to retain sub...
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Business & Earnings
Digital Turbine APPS Surges 28% on Earnings Beat, Raised FY27 Guidance
Q1 FY2027 revenue of $166M beat the $150M consensus by 10.7%, with adjusted EBITDA up 69% year-over-year to $42.5M.
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Business & Earnings
Disney, Shopify Top Estimates; S&P Futures Advance
Disney Q3 adjusted EPS reached $2.06, up from $1.61 a year earlier, on $25.2 billion in revenue (+7% YoY).
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Geopolitics
Brent Crude Snaps Two-Day Drop on Trump Iran Deal Optimism
Brent crude reversed a two-day decline, gaining roughly 1% as Trump signaled an Iran agreement was imminent.
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Business & Earnings
CVS Health Beats Q2 2026, Lifts Full-Year EPS Guidance
CVS posted Q2 adjusted EPS of $2.58 vs. Wall Street's $1.87 estimate, a 38% beat, on $106.1B in revenue.
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Business & Earnings
Circle +5% on Arc Blockchain Partners and Raised Guidance
Eleven institutional validators — including BlackRock, Visa, and the DTCC — will anchor Circle's Arc blockchain network, targeting a public mainnet launch on Sept. 16, 2026.
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Business & Earnings
Eli Lilly Q2 2026: Revenue Hits $23B, Guidance Raised
Q2 revenue reached $23.0 billion, a 48% year-over-year increase, beating consensus estimates of $20.6 billion by $2.3 billion.
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Markets
Nvidia Rises as Musk's SpaceX Bet Hits Intel, Broadcom Chip Peers
Musk declared SpaceX will build its AI compute stack "exclusively" on Nvidia's Vera Rubin architecture, citing superior design and partnership depth.
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Business & Earnings
AMD Q2 2026: Record Revenue, Stocks Fall Anyway
AMD reported Q2 adjusted EPS of $1.66 on revenue of $11.54B, beating consensus estimates of $1.60 and $11.28B respectively.
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Business & Earnings
AMD Q2 2026: Stock Falls 8.5% on Record Beat
AMD Q2 adjusted EPS of $1.66 beat the $1.62 consensus; revenue of $11.54B topped the $11.31B estimate by 2%.
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Technology
NVDA Premarket Gain: SpaceX Goes Exclusive on Nvidia GPU
Elon Musk said SpaceX will build exclusively with Nvidia, citing the Vera Rubin architecture as "the best AI computer."
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Markets
SpaceX Lockup Expiry Hits Thursday, Tesla Slips
SpaceX's staggered lock-up releases up to 911.5 million insider shares, worth close to $123 billion, starting Thursday, August 6.
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Business & Earnings
SpaceX Q2 2026: Revenue Doubles, Stock Falls on Capex
Q2 2026 revenue rose 92% year-over-year to $7.81 billion, fueled by Starlink's 12 million subscribers and $2.56 billion in AI cloud revenue.
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