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Today is Tuesday, August 5, 2025.

The Early Bird Index today is 91.18

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Palantir's "Phenomenal Quarter"

Software company Palantir Technologies $PLTR ( ▲ 4.14% ) jumped 4.57% in after-hours trading on Monday after posting good financial earnings results, with CEO Alex Karp calling it a “phenomenal quarter.”

Financials: Palantir reported earnings of 16 cents per share and revenue of $1 billion in the past quarter. Both were better than expected. 

Early Bird’s Nest Egg Gains: Palantir’s most impressive metric is the 93% year-over-year growth in U.S. commercial revenue, far surpassing typical rates for large enterprise software companies and signaling dominant traction in the competitive U.S. AI software market.

Final Thoughts: While Palantir has been successful, the stock is trading at an expensive valuation.

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Notables

Notable Earnings Today: Pfizer (NYSE: PFE), Advanced Micro Devices (Nasdaq: AMD), Caterpillar (NYSE: CAT), Snap (NYSE: SNAP), Super Micro Computer (Nasdaq: SMCI), Lucid Group (Nasdaq: LCID), Yum! Brands (NYSE: YUM), Arista Networks (NYSE: ANET), Rivian Automotive (Nasdaq: RIVN), Match Group (Nasdaq: MTCH), Fox Corporation (Nasdaq: FOXA), Frontier Group Holdings (Nasdaq: ULCC), Molson Coors Brewing (NYSE: TAP), News Corp. (Nasdaq: NWSA), Toast (NYSE: TOST), Lemonade (NYSE: LMND), Upstart (Nasdaq: UPST), Opendoor Technologies (Nasdaq: OPEN), Marriott (Nasdaq: MAR), Marathon Petroleum (NYSE: MPC), DuPont (NYSE: DD), Duke Energy (NYSE: DUK), Astera Labs (Nasdaq: ALAB), Eaton (NYSE: ETN), AdaptHealth (Nasdaq: AHCO), ADM (NYSE: ADM), Alight (NYSE: ALIT), Amgen (Nasdaq: AMGN), Apollo Global Management (NYSE: APO), Aramark (NYSE: ARMK), Atkore International (NYSE: ATKR), Axcelis Tech (Nasdaq: ACLS), Azenta (Nasdaq: AZTA) Ball Corp (NYSE: BALL) Broadridge Financial (NYSE: BR), Camtek (Nasdaq: CAMT), Clear Secure (NYSE: YOU), Clover (Nasdaq:CLOV), Coupang (NYSE: CPNG), Cummins (NYSE: CMI) Cushman & Wakefield (MYSE: CWK), DigitalOcean (NYSE: DOCN), Driven Brands (Nasdaq: DRVN), Enpro Inc. (NYSE: NPO), EVgo Inc. (Nasdaq: EVGO), Fidelity Nat'l Info (NYSE: FIS), First Watch Restaurant Group (Nasdaq: FWRG), Frontdoor (Nasdaq: FTDR), Gartner (NYSE: IT), IPG Photonics (Nasdaq: IPGP), J&J Snack Foods (Nasdaq: JJSF), Jacobs Solutions (NYSE: J), Jazz Pharma (Nasdaq: JAZZ), Klaviyo (NYSE: KVYO), Knife River Corp. (NYSE: KNF), Life Time (NYSE: LTH), MPLX LP (NYSE: MPLX), RingCentral (NYSE: RNG), Sally Beauty (NYSE: SBH), Sealed Air (NYSE: SEE), Shift4 Payments (NYSE: FOUR), Skyworks (Nasdaq: SWKS), Stride (NYSE: LRN), Surgery Partners (Nasdaq: SGRY), Westlake Corporation (NYSE: WLK), Yum China (NYSE: YUMC), Zoetis (NYSE: ZTS).

Notable IPOs Today: CTW Cayman Class A Ordinary Shares (Nasdaq: CTW). 

Notable Equity Crowdfunding Campaigns Ending Today: The Absence of Violet- The Movie (Wefunder).

Notable Economic Events Today: Trade Balance / Imports / Exports (8:30 a.m. ET), S&P Global Services PMI (9:45 a.m. ET), S&P Global Composite PMI (9:45 a.m. ET), ISM Non-Manufacturing PMI / Prices / Employment (10:00 a.m. ET), API Weekly Crude Oil Stock (4:30 p.m. ET).

Hims & Hers Reports Weaker Revenue

Telehealth company Hims & Hers Health $HIMS ( ▲ 1.28% ) plunged 13.48% in after-hours trading on Monday after reporting mixed financial earnings results.

Financials: Hims & Hers reported earnings of 17 cents per share in the past quarter, which was better than expected. But the revenue of $544.8 million was lower than expected.

Final Thoughts: Despite the ups and downs this year, the stock is up a lot in 2025.

Ethereum’s Strong Summer Continues

The price of Ethereum $ETH.X ( ▲ 3.42% ) jumped about 5% on Monday, surpassing most daily cryptocurrency price gains to start the week.

Powering the Story: Ethereum’s price spike is being driven by recent institutional inflows, improvements in network technology, and an overall bullish crypto market environment.

Final Thoughts: Ethereum is up nearly 50% since the start of July.

Trends to Watch

Painful: Vertex Crashes After Pain Drug Flop Outweighs Second-Quarter Beat (Investor’s Business Daily)

Elon’s Wealth: Elon Musk awarded $29 billion pay package from Tesla (CNN)

From Golf to Motorcycles: Harley-Davidson Names Topgolf Leader as New CEO (Wall Street Journal)

Restructuring: Amazon denies report it’s shutting down Wondery podcast studio (Tech Crunch)

Like a TON of Bricks: Verb stock soars 200% after announcing TON treasury plan (Cointelegraph)

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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.}