Today is Tuesday, August 4, 2026.

The Early Bird Index today is 84.87.

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Palantir Technologies $PLTR ( ▲ 2.11% ) surged 14.97% in after-hours trading on Monday after reporting strong financial earnings results with booming U.S. commercial sales.

Financials: Palantir reported earnings of 41 cents per share in the past quarter and revenue of $1.9 billion. Both were better than expected.

Quote: “This quarter was otherworldly: Our U.S. commercial revenue grew 149% year-over-year.” - CEO Alex Karp.

Early Bird’s Nest Egg Gains: Palantir’s U.S. commercial revenue is still exploding because it’s riding a unique combination of AI-driven demand, a highly effective sales model, and enterprise customers who are finally ready to operationalize AI at scale.

Final Thoughts: Palanti’s stock is finally rebounding after starting 2026 with a 25% decline.

AI is moving from experiment… to essential.

Every major industry is integrating it.
Every major company is investing in it.

By late 2025, AI was already an $800B market — growing at a pace that could push it well beyond $1 trillion in the years ahead.

Cloud infrastructure is scaling fast.
AI-enabled devices are multiplying.
Automation is becoming standard.

But here’s the real question…

When trillions flow into this transformation — which stocks stand to benefit most?

Our new report reveals 10 AI stocks positioned across the backbone of this shift — from the companies powering the infrastructure… to those embedding intelligence into everyday systems.

If you want exposure to one of the defining growth trends of this decade, start here.

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Notable Earnings Today: Advanced Micro Devices (Nasdaq: AMD), SpaceX (NYSE: SPCE), Caterpillar (NYSE: CAT), Pfizer (NYSE: PFE), McDonald's (NYSE: MCD), Arista Networks (NYSE: ANET), Spotify (NYSE: SPOT), Pinterest (NYSE: PINS), Wayfair (NYSE: W), Astera Labs (Nasdaq: ALAB), Wix.com (Nasdaq: WIX), Opendoor Technologies (Nasdaq: OPEN), Booking Holdings (Nasdaq: BKNG), Merck (NYSE: MRK), Sysco (NYSE: SYY), Paramount Skydance (Nasdaq: PSKY), Energy Transfer (NYSE: ET), Gilead Sciences (Nasdaq: GILD), Prudential (NYSE: PRU), Suncor Energy (NYSE: SU), Shoals Technologies (Nasdaq: SHLS), Kratos Defense and Security (Nasdaq: KTOS), Allegiant Travel (Nasdaq: ALGT), Hecla Mining (NYSE: HL), American Financial (NYSE: AFG), Ametek (NYSE: AME), Amgen (Nasdaq: AMGN), Arrowhead (Nasdaq: ARWR), Assurant (NYSE: AIZ), Corebridge Financial (NYSE: CRBG), Coupang (NYSE: CPNG), Cummins (NYSE: CMI), DaVita (NYSE: DVA), Devon Energy (NYSE: DVN), Duke Energy (NYSE: DUK), Emerson (NYSE: EMR), Equitable Holdings (NYSE: EQH), Grainger (NYSE: GWW), Healthpeak Properties (NYSE: DOC), IDEXX Labs (Nasdaq: IDXX), Intl Flavors (NYSE: IFF), Jacobs Solutions (NYSE: J), Kimberly-Clark (Nasdaq: KMB), Lattice Semi (Nasdaq: LSCC), MPLX LP (MPLX), NRG Energy (Nasdaq: NRG), Public Service (NYSE: PEG), Qnity Electronics (NYSE: Q), Rockwell Automation (NYSE: ROK), Transdigm Group (NYSE: TDG), Waters (NYSE: WAT).

Notable IPOs Today: Phalanx Acquisition Corp I Units (Nasdaq: PHAXU).

Notable Equity Crowdfunding Campaigns Ending Today: Makana Wild (Honeycomb Credit).

Notable Economic Events Today: Trade Balance / Exports / Imports (8:30 a.m. ET), JOLTS Job Openings (10:00 a.m. ET), Factory Orders (10:00 a.m. ET), API Weekly Crude Oil Stock (4:30 p.m. ET).

Snapchat parent Snap $SNAP ( ▲ 7.46% ) jumped 7.17% in after-hours trading on Monday after reporting strong financial results.

Financials: Snap reported a loss of 10 cents per share in the past quarter and revenue of $1.59 billion. Both were better than expected. Revenue increased 19% year-over-year.

Final Thoughts: Can Snap’s stock fully recover after losing 93% of its value in the last 5 years?

ON Semiconductor $ON ( ▼ 1.48% ) (AKA Onsemi) jumped 7.38% in after-hours trading on Monday after reporting good financial earnings results.

Financials: Onsemi reported earnings of 74 cents per share in the past quarter and revenue of $1.6 billion. Both were better than expected.

Final Thoughts: The company said that AI data centers were its fastest-growing business.

Early-Stage Investing for Everyday Investors: Robinhood is launching a $200 million IPO for its second venture fund (Quartz)

Potential Negative Reaction: Bernstein sees another leg lower for crypto markets if Clarity Act stalls (CoinDesk)

New Blockchain-Based Products: BlackRock launches tokenized money market funds for stablecoin reserves (Cointelegraph)

Global Currency Troubles: The message beneath the yen intervention (Axios)

Higher Oil Profits: Trump says Exxon and Chevron made 'too much money' off high oil prices during Iran conflict: 'I don't like it' (CNBC)

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_{The contents of Early Bird are intended for informational and entertainment purposes only. They do not constitute trade or investment recommendations, and they are not financial or legal advice. Readers are encouraged to consult licensed professionals for personalized guidance regarding their financial or legal situations.}