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

0830 - Retail Sales m/m for August: Expected 0.2%; Prior -0.5%
0830 - Core Retail Sales m/m for August : Expected 0.4%; Prior 0.3%
0915 - Industrial Production m/m for August : Expected 0.0%; Prior -0.1%
1000 - Business inventories m/m for Jul: Expected 0.2%; Prior 0.2%
1000 - Retail Inventories Ex Auto for Jul: Expected -0.1%; Prior 0.1%
1300 - 20-Year Bond Auction: Prior 4.876%

Oracle Corp (ORCL)

+4.47%

The cloud infrastructure services supplier is trading higher for a second consecutive day this after possible updates a TikTok deal. The company is seen as a top contender to acquire TikTok due to its ongoing Project Texas involvement where it manages American TikTok user data on its servers for the last 3 years. Details on a deal are still unclear at this time.

Meta Platforms Inc.

0.61%

Meta ($META) is set to unveil its Hypernova smart glasses at this week’s Connect event, shifting focus from costly VR bets to a more mass-market wearable with a built-in display, gesture controls, and AI integration potential. Priced at $800, the device builds on the strong momentum of Ray-Ban Meta glasses (sales tripled YoY) but comes with higher adoption risk at a premium price point. Reality Labs has already lost nearly $70B since 2020, keeping investor scrutiny high, but analysts see smart glasses as a more viable path than VR, especially with AI features driving future adoption. Traders should watch for event-driven volatility, as investor sentiment could swing sharply on product reception.

Rocket Lab Corp (RKLB)

-3.57%

Trading lower in the premarket after announcing an offering of up to $750m of its common stock. The offering comes on the heals for fresh all time highs made in Monday’s session. The deal allows the end to end space company to sell up to the stated amount from time to time.

Alphabet Inc.

0.87%

Alphabet hit the $3T market cap club after a lighter-than-feared antitrust ruling sent shares to record highs, now up 30% YTD vs. Nasdaq’s +15%. The DOJ failed to force a Chrome divestiture, easing regulatory overhang, while CEO Sundar Pichai continues steering the company through rising AI competition. Adding momentum, Google pledged a £5B ($6.8B) U.K. AI investment tied to Trump’s state visit, including a new London data center, DeepMind funding, and a renewable power deal with Shell. Traders should watch for continued strength on AI tailwinds, political visibility, and big-cap momentum as $GOOGL trades near all-time highs.

Tesla Inc.

1.31%

Tesla (TSLA) turned positive for the year after a brutal Q1 and April tariff-driven selloff, with shares up +85% off April lows and boosted by Elon Musk’s $1B stock purchase through his family foundation. The rebound is supported by hype around Tesla’s new MegaBlocks energy storage systems and Musk’s proposed $1T pay package, but the company still faces a multi-quarter EV sales slump, intensifying competition from BYD, and consumer backlash tied to Musk’s political spending. Despite being the second-worst megacap in 2025, momentum has returned, making TSLA a prime candidate for intraday breakout and pullback trades.

Dave & Buster’s Entertainment Inc (PLAY)

-15.6%

Fell heavily in the aftermarket Monday on after reporting 2nd quarter misses on both EPS and Revenue coming in with $0.40 vs $0.92 and $557.41M vs $562.78m. In addition to the top and bottom line misses Comparable store sales also decreased 3% vs same period 2024. The highly shorted (45% short float) name has retreated to levels last seen in May of this year

Coreweave Inc.

1.74%

CoreWeave (CRVW) surged nearly +8% after disclosing a $6.3B Nvidia contract that locks in demand for its AI cloud infrastructure through 2032, reinforcing its deep dependence on Nvidia GPUs while also highlighting its role as a key capacity provider for OpenAI, Google, and Microsoft. Revenue growth remains explosive (+207% YoY to $1.21B in Q2) but losses are widening (-$290M net loss), keeping profitability a concern. Shares have tripled since the March IPO, now valued above $58B, making CRVW a high-beta AI momentum play.

Webtoon Entertainment (WBTN)

38.37%

Webtoon has seen its shares blast higher after the announcement of a partnership with Disney to build a digital comics platform. The project is to bring together Disney, Marvel, Pixar and Star wars titles. This would make the Disney portfolio of comics available on a single one subscription based platform. Webtoon has a small 18m float which is 15% short. Disney is also taking a 2% equity stake as part of the collaboration.