^{_{Welcome to the TraderTV Live Morning Research Note. Here's what's making major moves in the market today.}}

0800 - Building Permits Final: Expected -1.367M; Prior -1.41M
0800 - Building Permits MoM: Expected -0.2%; Prior -0.9%
0945 - S&P Global Composite PMI Flash : Expected 52.3; Prior 51.9
0945 - S&P Global Manufacturing PMI Flash : Expected 54.2; Prior 53.9
0945 - S&P Global Services PMI Flash: Expected 51.4; Prior 51.2
1000 - New Home Sales: Expected 0.6M; Prior 0.58M
1000 - New Home Sales MoM: Expected 3.4%; Prior -7.3%

Intel Inc (INTC)

+4.01%

Trading higher after the company delivered strong Q2 2026 results, beating estimates with an adjusted EPS of $0.42 (vs. $0.21 expected) and revenue of $16.1 billion (vs. $14.42 billion expected), marking a 25% YoY increase which is its fastest quarterly growth in nearly 15 years. Growth was driven by artificial intelligence demand boosting CPU sales, with Data Center revenue jumping 59% to $6.3 billion and Client Computing up 13% to $8.9 billion. For Q3, management provided upbeat guidance, expecting adjusted EPS of $0.38 on revenue between $15.8 billion and $16.8 billion, both topping analyst consensus. To support its ongoing transformation into a third-party foundry, Intel also signaled a "meaningful increase" in capital expenditures next year, primarily dedicated to factory tooling.

Advanced Micro devices (AMD)

+0.56%

Trading slightly higher on the heels of their Advancing AI event presentation. They announced that their server central processing unit market is to grow in excess of 50% to $200B by 2030. In addition to this their AI accelerator market is said to touch $1.4T by that same time period

Oracle Inc (ORCL)

2.4%

Shares gained momentum in aftermarket trading following the announcement of a 10-year, $7 billion enterprise software contract with the U.S. Department of Defense. Negotiated via the Department of the Navy, the direct-award agreement consolidates licensing for on-premises Oracle software usage to improve technology budget visibility and spending efficiency. The Defense Department expects the streamlined deal to generate at least $441 million in taxpayer savings while modernizing its digital infrastructure. The contract is structured as a five-year base period followed by a five-year option period. Year-to-date, Oracle stock is down roughly 37%.  

SpaceX (SPCX)

-0.65%

Following a rare up day shares of SpaceX are lower after its 13th Starship test flight was delayed to today from yesterday due to weather constraints. In additional news HSBC has initiated coverage on the name with a Hold Rating and has given a price target of $115

Tesla Inc (TSLA)

0.95%

Back on watch after Wednesdays earnings report caused a dip in excess of 14% on concerns over narrowing margins and Capex spend which overshadowed solid revenue growth. In addition both Ross Gerber and Mark Cuban have recently come out casting negative light on Humanoid robots with the former saying “There’s no Revenue Coming Anytime soon” and Cuban stating they will flop on X due to concerns with Latency, processing power and Dexterity

American Express (AXP)

-2.90%

Shares are lower despite posting strong YoY growth in its latest quarterly report, with EPS rising 11.03% to $4.53 and revenue increasing 9.97% to $19.637 billion. The company delivered a bottom-line beat, outperforming consensus EPS estimates of $4.40 by 2.95%. However, total sales slightly missed market expectations, coming in 0.29% below the projected $19.694 billion. Watch for potential price action as traders weigh solid double-digit earnings expansion against the minor revenue shortfall.

Sky Quarry Inc. (SKYQ)

14.6%

Continues to see added volume as shares of Oil and Gas related names have seen extra attention as the conflict in the middle east expanded. The low 4m float with 15% short has helped drive gains in excess of 50% in yesterdays trade

BATL

Livewire Group (LVWR)

77.78%

Shares surged following the release of its Q2 earnings report. Consolidated revenue climbed 55% year-over-year to $9.1 million, driven by higher unit volume across both its Electric Motorcycle and STACYC balance bike segments. Additionally, top-line growth helped narrow unprofitable operations, reducing the company's net loss to $18.2 million (from $18.8 million) and improving its Adjusted EBITDA loss to $15.1 million.  The share float for the company is 23M with over 10% short