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

0830 - Durable Goods Orders MoM for June: Expected -10.4%; Prior 16.4%
0830 - Core Durable Goods Orders MoM for June: Expected 0.1%k; Prior 0.5%
1130 - Atlanta Fed GDPnow for Q2: Expected 2.4%; Prior 2.4%
1

Intel (INTC)

-7.69%

Intel shares dropped over 7% in pre-market trading after reporting a second-quarter adjusted loss of $0.10 per share, missing estimates for a modest profit. While revenue of $12.86 billion topped forecasts, it remained flat year-over-year. The company announced plans to cut 15% of its workforce and cancel multi-billion-dollar chip facility investments in Europe. Looking ahead, Intel expects a Q3 loss of $0.24 per share on revenue between $12.6 billion and $13.6 billion.

Crypto

-2.05%

Bitcoin plunged below $115K after testing $120K, triggering over $140M in BTC long liquidations and helping push total crypto liquidations to $531M in 24 hours. XRP was one of the biggest losers, briefly breaching the $3.00 level before rebounding to $3.12, with $16.4M in longs wiped out and a 10% drop since July 21. SOL (-2.8%) and DOGE (-2.3%) also slid, while ETH (+2%) and BNB (+0.9%) bucked the trend, showing signs of relative strength. With over 142K traders liquidated, this sharp flush sets the stage for potential bounce setups and intraday volatility across top crypto tickers.

IBIT, MSTR, COIN, MARA, RIOT

Tesla Inc. (TSLA)

-0.31%

On Watch again after trading down significantly following earnings miss and a decline in revenue amid increased competition. Specifically in Europe where sales declined for a 6th straight month. Despite this CEO Elon Musk said “Extreme execution is needed, but a valuation of $20 trillion for Tesla is possible. Meanwhile, others such as Gary Black of the future Fund Called the earnings a disaster.

Paramount Global (PARA)

1.28%

The FCC approved the $8B Paramount–Skydance merger, sending media stocks into focus as CBS, Paramount Pictures, and Nickelodeon come under new ownership led by David Ellison. While the deal was backed by FCC Chair Carr, citing a need for “diverse viewpoints” and no DEI mandates, the approval sparked political backlash following CBS’s $16M settlement with Trump and the abrupt cancellation of Stephen Colbert’s show. Critics, including Senators Warren and Schiff, suggest the deal may involve political concessions to gain Trump’s approval. Traders should watch PARA and other media names (DIS, WBD, FOXA) for potential volatility on merger headlines, regulatory scrutiny, and broader election-year media pressure.

PARA, DIS, WBD, FOXA

Palantir Technologies Inc. (PLTR)

-0.11%

Piper Sandler initiated coverage on Palantir (PLTR) with an Overweight rating and a $175 price target, citing the company as a top-tier AI winner despite its +105% YTD run. Analyst Brent Bracelin sees Palantir’s 30%+ revenue growth and 40%+ FCF margins as rare, projecting a $24B run-rate by 2032 across two $1T+ TAMs (government and U.S. commercial). Site traffic surged +144% YoY in Q2, outpacing peers like CoreWeave and ChatGPT. While PLTR trades at a rich valuation, Piper sees it as a secular AI leader. Traders should watch for breakout setups and sympathy moves in AI peers like AXON, SNOW, and CRWD.

AST SpaceMobile Inc (ASTS)

-8.46%

Shares of the high short float name dropped in after-hours trading Thursday after the company announced a $500 million private offering of convertible senior notes due 2032. It also plans to repurchase up to $135 million of its existing 4.25% convertible notes, following a $225 million repurchase last month. Proceeds from the new offering will be used for capped call transactions and general corporate purposes. As of March 31, the company had $874.5 million in cash and is expected to report Q2 results next month. 20.75% of the float is short.

Apple Inc. (AAPL)

-0.11%

Apple (AAPL) released the public beta of iOS 26, marking its most significant UI overhaul since 2013 with a new “Liquid Glass” design featuring translucent, animated menus. While major Siri AI upgrades are delayed until 2026, iOS 26 introduces AI-powered tools like real-time translations in iMessage/FaceTime and visual search from screenshots. The update also improves spam filtering and combines calls/voicemails in the Phone app. With iOS 26 set to launch alongside new iPhones this fall, traders should watch Apple for upgrade-cycle momentum, AI-driven sentiment, and broader tech ecosystem ripple effects.

Meta Platforms Inc. (META)

0.29%

Meta Platforms (META) will halt all political, electoral, and social issue ads across the EU starting in October 2025 in response to the region’s new TTPA regulation, which the company criticizes as legally ambiguous and operationally burdensome. While political speech will still be allowed, this move could significantly impact Meta’s ad revenue during key election cycles in Europe. Traders should watch for potential downside in Meta’s international monetization strategy and broader regulatory risk spillover to peers like Alphabet (GOOGL), Snap (SNAP), and The Trade Desk (TTD).

Linkhome Holdings (LHAI)

110%

Skyrocketing up again after an IPO day yesterday which saw it more than quadruple from its initial $4 offering of just 1.5 million shares. The AI-driven real estate Tech company ended the day at $5.63 giving back all of the intraday gains. It is also seeing impressive premarket volumes