TRDX Daily US Market Briefing
Iran ceasefire · Oil crash · Big Tech pre-run
Sector Heatmap
Breadth read: Iran ceasefire is the dominant driver — oil cratering (-6.5% WTI, -12.75% Brent) hammers Energy while removing the inflation pressure that had weighed on rate-sensitive sectors all month. Tech is the biggest beneficiary, with GOOGL recovering its post-earnings capex selloff and MSFT/PLTR running into earnings week. Real Estate bounces as the 10-year yield falls 5 bps. Sector estimates derived from futures positioning and pre-market sector ETF moves.
Market Bias
- Futures (+20): All four E-mini contracts firmly positive — ES +0.90%, NQ +1.45%, YM +1.11%, RTY +1.17%. NQ leading the rally is the classic risk-on tech signal; small-cap RTY joining confirms broad-market participation rather than narrow defensive buying.
- VIX -4.74% (+15): 17.69 and declining. The TradingView chart labels current VIX levels as the “Long Lifeline” support zone — a decisive break lower from here would push the regime score to 80+. Staying below 18.50 keeps the bull regime intact.
- Oil crash (+15): WTI -6.45% ($83.55), Brent -12.75% ($86.11). Iran agreeing to suspend attacks if the US pause holds removes the dominant inflation overhang of the past two weeks — a massive deflationary positive that re-opens the Fed easing door and deflates the 10-year yield back toward 4.63%.
- Newsletter tone (+12): Barron’s Sunday headline: “Stock Futures Poised to Trade With Iran Peace Talks Continuing.” Overnight newsletters uniformly risk-on. No bear-case headlines visible in this morning’s email scan.
- Catalyst quality (+10): GOOGL recovering from capex selloff on a genuine Q2 beat ($119.8B rev, cloud +82%); SAP continuing post-Q2 run (+9.3% Friday, +5.56% today); MSFT/META earnings Wednesday AMC creating pre-run flows; RKLB scanning as the prototype breakout setup with 643K early volume.
Sources: TradingView futures charts (ES1!/NQ1!/YM1!/RTY1!/VIX), Barron’s Daily Roundup (Gmail, Jul 26 2026), oil charts (MCL1!/UKOIL)
Overall Economic Summary
The week opens with a powerful relief rally anchored by a single geopolitical pivot: Iran has agreed to suspend attacks on the condition that the US pause in hostilities holds. That one headline deflates the oil spike that had loomed over markets for two weeks — WTI is down more than 6% to $83.55 and Brent is cratering over 12% to $86.11, erasing a conflict-driven premium that had briefly pushed crude toward $100. The deflationary impulse is immediate and broad: inflation fears ease, real yields soften (10-year -5 bps to ~4.63%), the dollar weakens against all G10 peers, and risk assets rally globally. MSCI Asia Pacific is up 0.5%, European markets are opening higher, and all four US E-mini contracts are firmly green with NQ leading at +1.45%.
Layered on top of the macro relief is the single most concentrated earnings week of 2026. MSFT and META report Wednesday after-close; AAPL and AMZN follow Thursday. GOOGL — which beat Q2 estimates last Tuesday (revenue $119.8B, +24% YoY; cloud +82%) but initially sold off on a capex hike to $195–205B — is recovering now that the yield/inflation pressures amplifying that negative reaction have reversed. SAP is continuing its own post-Q2 run, extending Friday’s +9.3% gain by another +5.56% in this morning’s pre-market: cloud backlog €22.9B (+27% YoY), with AI appearing in over 90% of its 50 largest deals. PLTR continues its AI platform momentum — rev +84.7% YoY, a fresh NVDA Nemotron partnership, D.A. Davidson buy upgrade, Wedbush $230 PT — with Q2 earnings arriving August 3.
The FOMC meets Wednesday (July 29), the first meeting under new Fed Chair Kevin Warsh. Rates are widely expected to hold at 3.50–3.75%, but the oil crash removes one of the key arguments against an eventual cut — watch the press conference for any dovish lean toward a September move. Q2 GDP lands Thursday morning and PCE inflation Friday. For a growth/breakout trader, today’s setup is as clean as it has been in weeks: bullish regime, catalyst-rich scanner, risk-on macro, and pre-earnings longs with defined catalysts. The only risk is binary FOMC headline risk Wednesday afternoon — keep a light hand on overnight holds.
Market Sentiment
All four E-mini futures are green: ES +0.90% (7,514.25), NQ +1.45% (28,691.25), YM +1.11% (52,700), RTY +1.17% (2,975.6). VIX is falling at 17.69 (-4.74%). Oil is in freefall. Regime call: BULLISH. Long-biased setups get the full green light today. The primary risk is pre-FOMC caution stiffening Wednesday afternoon — keep a light hand on overnight holds after Tuesday, but the intraday tape for Monday and Tuesday is unambiguously risk-on. Energy names (XLE, OXY, DVN) are the only clear sector short; everything else benefits from the geopolitical unwind and earnings-season tailwind.
Futures Technical Outlook
Recovering from the mid-July flush that took price from the 7,649 premium zone down toward 7,460–7,493. Today’s pre-market open has already reclaimed the “Wick Sweep near 7,493” level, converting it from resistance to support. Price is back above the blue short-term MA and approaching the 7,525–7,550 zone where the MAs are converging. Bias: bullish above 7,493; a sustained move through 7,550 opens the 7,600–7,649 supply range. Loss of 7,493 on a reversal would indicate the rally is losing steam.
This is the most important chart for today’s AI/tech setups. NQ is bouncing hard off recent CHoCH lows (~28,212), but the structure remains broken below the 29,577.50 Wick Sweep overhead. Price is recovering through the MAs. Bias: cautiously bullish while above 28,577 (CHoCH level); the real confirmation print is a reclaim of 29,000 by mid-morning and ultimately 29,577. A sustained NQ above 29,000 unlocks the full PLTR/GOOGL/MSFT upside targets. Below 28,212 re-opens downside.
Cleanest bullish chart of the four. Price is above all rising MAs and sitting just below the “Wick Sweep near 52,804” label. A push through 52,804 would be a structural breakout targeting the 53,500 premium zone. YM’s relative resilience (lighter Mag-7 weighting, lower AI-capex exposure) makes it the session’s confirmation barometer — watch for a 52,804 break as the first sign bulls are fully in control today. Bias: bullish above 52,000; target 52,804 then 53,500.
Small caps are participating meaningfully in the relief rally and trading well above the equilibrium zone (~2,860–2,880). The “Wick Sweep near 3,016.3” is the next meaningful resistance. A break above 3,016 would confirm broadening risk-on participation beyond mega-cap tech — an additional tailwind for BE and other small-cap risk-on names on the Secondary list. Bias: constructive above 2,940; target 3,016 Wick Sweep, then 3,060 premium.
The chart labels current levels “Long Lifeline” — a key structural support zone for implied volatility. VIX is declining from the recent 19+ range as Iran risk unwinds. As long as VIX stays below 18.50 and continues lower, equity bulls have the floor. A bounce off the Long Lifeline back above 19 would signal the relief rally is fading — that is the primary intraday warning signal to watch. Watch for VIX to break below 17.00 as a confirmation of regime strength.
The dollar is consolidating in the 100.5–101.8 range after its June/July surge. Today’s slight weakness (-0.12%) as geopolitical safe-haven demand fades is a mild tailwind for risk assets and gold. Structure shows price holding a Higher Low pattern above the 100.5 BOS zone. Bias: neutral-to-slightly-bullish dollar; a break above 101.80 high would be mildly USD-positive/equity-negative, while a break below 100.50 would add fuel to the risk-on trade.
Key Market Stats
Sources: TradingView futures charts (ES1!/NQ1!/YM1!/RTY1!/VIX/DXY/MCL1!/UKOIL, Jul 27 2026 8:03–8:04 AM ET), Tickmill Daily Market Outlook Jul 27 2026, IC Asia/Europe Fundamental Forecast Jul 27 2026, CNBC oil/Iran coverage
Economic Calendar
| Date / Time (ET) | Event | Consensus | Prior | Impact |
|---|---|---|---|---|
| Mon Jul 27 — No major data releases | Markets digest Iran ceasefire; oil moves are the de-facto macro data today | — | — | LOW |
| Mon Jul 27 · 2:50 PM | ⚠️ President Trump — Official Schedule: delivers Remarks on American Manufacturing (GM Milford Proving Ground, MI) | — | — | HIGH |
| Tue Jul 28 · 10:00 AM | Consumer Confidence (Conference Board) | ~95 (est.) | ~97 (prior) | MED |
| Wed Jul 29 · 2:00 PM | FOMC Rate Decision + Fed Chair Warsh press conference (2:30 PM) | Hold 3.50–3.75% | 3.50–3.75% | HIGH |
| Wed Jul 29 · AMC | MSFT Q4 FY2026 Earnings; META Q2 2026 Earnings | MSFT: Azure 39–40% CC growth; META: rev ~$44B (est.) | — | HIGH |
| Thu Jul 30 · 8:30 AM | Q2 2026 GDP Advance Estimate + Jobless Claims | +2.2% annualized (est.) | +2.4% (Q1) | HIGH |
| Thu Jul 30 · AMC | AAPL Q3 FY2026 Earnings; AMZN Q2 2026 Earnings + BOE Rate Decision | AAPL: Services growth; AMZN: AWS re-acceleration (est.) | — | HIGH |
| Fri Jul 31 · 8:30 AM | PCE Price Index (June) — Fed’s preferred inflation gauge + BOJ decision | +2.5% YoY (est.) | +2.6% YoY (May) | HIGH |
Today is light on data — the tape is entirely macro-driven by the Iran ceasefire and oil crash. The week builds to a crescendo: FOMC + MSFT/META Wednesday, GDP + AAPL/AMZN Thursday, PCE Friday. Reduce overnight exposure into Wednesday’s FOMC 2:00 PM window. 2:50 PM watch: President Trump is on the Official Schedule (per rollcall.com/factbase) to deliver live remarks on American manufacturing from the GM Milford Proving Ground in Michigan — within market hours. Trump remarks at manufacturing/auto sites carry elevated tariff and trade-policy headline risk; expect possible intraday volatility in auto (GM, F, RIVN), industrials, and tariff-sensitive semis (MRVL, SMCI, INTC) around this window. Tighten stops on related positions heading into 2:50 PM ET.
Today’s Earnings
No major growth/AI/semiconductor names are reporting today. The earnings story is entirely forward-looking. SAP’s Q2 (reported July 22) is still reverberating in pre-market with a +5.56% extension today; ServiceNow’s strong Q2 beat (also July 22) is similarly playing out. Both are carry-over stories from last week’s prints, not new releases today.
Key Events Today
Iran stated it will halt attacks as long as the US pause in hostilities remains in place, easing nearly two weeks of escalating conflict. WTI has collapsed -6.45% to $83.55; Brent is down -12.75% to $86.11 as the Strait of Hormuz risk premium evaporates. This is the single biggest macro event of the morning and the primary driver of today’s futures rally. Key risk: any reversal of the ceasefire or fresh Houthi attacks could re-spike oil intraday — keep stop-losses tight on longs held through the session.
MSFT and META report Wednesday after-close; AAPL and AMZN follow Thursday. Pre-earnings positioning is already visible in this morning’s pre-market — MSFT +1.52%, GOOGL +1.42%, PLTR +1.53%. This is a multi-day momentum theme that runs until Wednesday’s 4 PM open of earnings. Traders will be adding to longs on dips through Tuesday.
Rocket Lab’s $8B all-stock acquisition of Iridium is subject to regulatory approvals and significant funding. Shares fell -8.69% Friday after breaking below the $67.50 Iridium agreement floor, triggering forced-seller activity. Today’s +4.60% pre-market is a technical recovery from that overshoot. The $67.50 level is the key intraday watch — a confirmed hold above it converts the selloff into a base.
Trump is expected to propose new permanent tariff structures to replace the temporary 10% global levies. Watch for specific country rates and any semiconductor supply-chain targeting (Taiwan, South Korea). A higher-than-expected rate on tech hardware components could weigh on semi names mid-week — potential headwind for MRVL, SMCI, INTC.
Overnight Intelligence
US E-mini futures are firmly green across all four contracts as Iran ceasefire drives a classic relief rally. MSCI Asia Pacific rose 0.5% overnight and Nasdaq-100 futures gained 1.2% during Asian hours, pointing to a broad recovery from last week’s chip-led selloff. Treasuries rallied with the 10-year yield dropping ~5 bps to 4.63%, roughly 8 bps below last week’s peak as the oil-inflation risk premium fades. The Yen is at 163.55/USD — USD/JPY remains uncomfortably elevated with BOJ intervention risk still alive heading into Friday’s BOJ decision.
European markets are set for a firm open alongside the global relief rally. European bond futures rose. SAP’s continued post-Q2 strength is contributing to European equity outperformance — the enterprise software giant’s cloud backlog (+27% YoY) and AI-in-90%-of-deals narrative is resonating with institutional investors on both sides of the Atlantic, with the stock extending its gains into today’s US pre-market session (+5.56%). The broader European backdrop is “sell safe havens, buy risk” as the Iran premium deflates.
Oil is in freefall — WTI -6.45% to $83.55, Brent -12.75% to $86.11. This follows a nearly 40% monthly surge driven by the Iran conflict and Strait of Hormuz supply disruptions. The ceasefire unwinds the entire geopolitical premium in a single session. Gold is rising +1% to ~$4,100/oz — an unusual combination alongside stronger equities likely reflecting both the weaker dollar and falling real yields (10-year declining) rather than fresh risk-off buying.
Iran agreeing to a conditional ceasefire is the morning’s dominant headline (Barron’s Sunday: “Stock Futures Poised to Trade With Iran Peace Talks Continuing”). Separately, Trump is expected this week to propose new permanent tariff structures to replace the temporary 10% global levies — watch for tech/semi hardware exposure. Nvidia CEO Jensen Huang has been publicly defending Chinese AI models (Barron’s), adding an AI-geopolitics overlay that could affect export-control sentiment heading into earnings week. Back-to-school spending is on track to set records, a modest consumer-strength signal.
Sources: Barron’s Daily Roundup (Gmail, Jul 26 2026), Tickmill Daily Market Outlook Jul 27 2026, IC Asia Fundamental Forecast Jul 27 2026, IC Europe Fundamental Forecast Jul 27 2026, CNBC Iran/oil coverage
Top 5 Movers
Themed Movers
| Ticker | Role | Setup | Catalyst |
|---|---|---|---|
| MSFT | Anchor long | Pre-earnings gap, ORB long | Azure 39-40% CC growth, Copilot monetization — Q4 FY2026 Wed AMC |
| META | Earnings play | Pre-earnings run, pull-to-VWAP | AI inference revenue ramp, Ray-Ban AI devices — Q2 Wed AMC |
| AMZN | Long | Recovery play from prior-day RED | AWS re-acceleration + Alexa AI upgrade — Q2 Thu AMC |
| AAPL | Long | Laggard in tech, catalyst near | iPhone 18 AI cycle thesis + Services margin — Q2 Thu AMC |
| PLTR | Sympathy long | Pre-earnings extension (Aug 3) | AI platform + NVIDIA partnership, revenue +85% YoY |
| Ticker | Direction | Setup | Catalyst |
|---|---|---|---|
| BE | LONG | ORB long, pre-mkt +5.18%, RVOL 3.81× | Bloom Energy fuel cell clean-energy operator; Iran deal accelerates global clean energy transition; prior day -14.91% extreme oversold flush = bounce setup; Beta 4.71 with ATR $28.43 = widest intraday range on the list |
| MSTR | LONG | BTC proxy pre-mkt +2.90% | BTC rallies on Iran risk-on; MSTR’s bitcoin treasury premium expands |
| XLE | SHORT | Sector ETF fade, XLE -4.8% proj | Direct oil crash exposure; 26% weighting in OXY, CVX, XOM — all gap down |
| OXY | SHORT | Large-cap energy short, gap-and-fade | Berkshire-backed E&P; Iran deal = US/Gulf oil supply surge = OXY revenue compression |
| DVN | SHORT | Mid-cap E&P short, high oil beta | Devon Energy pure-play WTI exposure; dividend coverage at risk below $68/bbl WTI |
| Ticker | Gap | ATR | RVOL | Setup |
|---|---|---|---|---|
| RKLB | +4.60% | $7.08 | 4.26× | Prototype setup; $67.50 Iridium floor reclaim = key catalyst |
| NBIS | +5.71% | $24.57 | 2.91× | Largest ATR on scanner; GPU cloud infra; prior day RED -15% = extreme oversold |
| CRWV | +3.58% | $7.12 | 4.24× | CoreWeave AI infra; prior day RED -11.4%; highest RVOL among mid-cap AI cloud names |
| IREN | +3.38% | $4.12 | 2.93× | AI/crypto compute; ATR just at floor ($4.12); watch for rejection if RVOL fades |
| MRVL | +3.30% | $19.89 | 4.45× | Marvell semi; highest RVOL of large-cap names on scanner; custom silicon + AI data center |
Secondary Movers
Five preferred-sector alternatives beyond the Top 5. All pass: Beta ≥1.0 · ATR ≥$5 · $15–$500 price range · NYSE/NASDAQ primary listings · RVOL ≥2×
| Ticker | Name | Pre-mkt % | Pre-mkt Vol | ATR(14) | Beta | RVOL | Direction | Catalyst |
|---|---|---|---|---|---|---|---|---|
| NOW | ServiceNow, Inc. | +2.1% est. | ~800K est. | ~$35 | ~1.3 | ~2.5× | ▲ Long | Pre-earnings run; Q2 2026 Jul 23 beat (subscription revenue +22.5%); AI Pro/copilot SKU momentum; risk-on tech tailwind |
| MRVL | Marvell Technology, Inc. | +3.30% | 170K | $19.89 | 1.50 | 4.45× | ▲ Long | AI custom silicon ramp (AWS Trainium3, Google TPU6); post-flush bounce; highest RVOL among large-cap scanner names; ATR $19.89 = massive range potential |
| CRWV | CoreWeave, Inc. | +3.58% | 243K | $7.12 | 2.93 | 4.24× | ▲ Long | AI GPU cloud infra; prior day -11.4% flush (sympathy RKLB); no new negative catalyst; GOOGL Cloud +82% = direct beneficiary confirmation; RVOL 4.24× at open |
| NBIS | Nebius Group N.V. | +5.71% | 261K | $24.57 | 3.12 | 2.91× | ▲ Long | Largest ATR on the entire scanner ($24.57); AI GPU cloud operator; prior day -15% extreme oversold on no new fundamental catalyst; 5-min RVOL 6.88× is the strongest early signal on scanner |
| BE | Bloom Energy Corporation | +5.18% | 134K | $28.43 | 4.71 | 3.81× | ▲ Long | Iran ceasefire = clean energy acceleration; prior day -14.91% extreme oversold; largest ATR on secondary list ($28.43); Beta 4.71 highest on secondary list; RVOL 3.81× confirms institutional re-accumulation |
Session Playbook
- Monitor RKLB vs. $67.50 — if pre-market holds above this level by 9:15, it confirms the Iridium floor reclaim thesis and elevates to highest-conviction open.
- Track NQ futures vs. 29,000 — this is today’s macro confirmation level. NQ above 29,000 at 9:29 AM = full risk-on entry bias; below = wait for the first 5-min candle before adding.
- Watch oil (WTI/USO) for stabilization. If WTI continues falling below $64, energy shorts (OXY, DVN, XLE) intensify. If WTI bounces above $66, energy short conviction weakens — tighten stops.
- Final scan: NBIS 5-min RVOL ≥6× at open = eligible for Top 5 replacement in future sessions; today use as high-ATR secondary with wider stops.
- Note MSFT pre-market print vs. $387 — any print above $390 pre-market signals strong institutional pre-earnings positioning; adds conviction to the hold-into-Wednesday thesis.
- RKLB: Wait for the 5-minute ORB candle to close. Long above the high of that candle; target $67.50 (Iridium floor) then $70. Stop below the 5-min low. This is Prototype Setup — full size is earned only on the 5-min RVOL ≥3× confirmation.
- PLTR: ORB long above the 5-min high. The stock is in a pre-earnings regime — pullbacks to VWAP are buying opportunities, not warning signs. Trail stop to prior 5-min low on each new high.
- GOOGL: Highest pre-market volume (31.8M shares). ORB long above the 5-min high targeting $330+. The size of today’s move will be driven by institutional re-accumulation — use VWAP as your intraday guide, not a fixed stop level.
- SAP: Two-day gap-and-go continuation. Enter on first 15-min pullback to VWAP rather than the open print — large-gap names with prior-day +9.3% often flush the retail longs in the first 10 minutes before continuing.
- BE: Clean energy ORB long. Highest Beta (4.71) on secondary list — use half-size entries. The ATR of $28.43 on a $185 stock means intraday range of ~15% is possible; size down and plan wide stops. Iran ceasefire = clean energy regime shift; prior day -14.91% flush creates a clean bounce base.
- Big Tech Earnings theme: MSFT and GOOGL will likely consolidate mid-session after the open gap. Use 10 AM VWAP test as a re-entry for latecomers. Bias: hold through the session with trailing stops — both are pre-earnings holds, not day-trade flips.
- AI Infrastructure Bounce theme: If RKLB, CRWV, and NBIS are all holding above their respective opening range lows by 10:30 AM, the sector flush recovery is confirmed and you can add to the weakest-performing name (likely IREN — lowest ATR, most hesitant).
- Oil/Iran theme: Watch for Saudi commentary or White House follow-up statements on Iran ceasefire details. Any “ceasefire in doubt” headline = immediate cover on XLE/OXY/DVN energy shorts; any “deal signed” confirmation = reload shorts on the bounce.
- PLTR mid-session: If the stock runs to $128–$130 by noon with RVOL still ≥2×, consider taking 50% profits and reloading on the next VWAP pull. Earnings Aug 3 are 5 trading days away — the pre-run could extend all week.
- MSFT and META are in pre-earnings accumulation mode. Institutional buyers typically add into the close on Monday ahead of a Wednesday AMC print. If NQ holds above 29,000 into power hour, longs in MSFT/META/AMZN/AAPL get a final add.
- RKLB power hour: If the $67.50 Iridium floor holds through the session, the 3–4 PM window is where you trail stop aggressively up or let it run into tomorrow. The Iridium deal close is weeks away — this is a multi-day setup, not a one-day flip.
- Energy shorts: Cover at least 50% of XLE/OXY/DVN shorts by 3:30 PM. Oil markets close at 2:30 PM ET — after that, energy sector moves are driven by equity flows not oil price, which increases the risk of a squeeze.
- SAP: If SAP has held above $166 all session, it is confirming the two-day continuation breakout. Consider a partial close into the EOD and hold core position for a potential $174–$180 target this week.
- Final regime check: Does ES1! close above the 5,630 level? If yes, tomorrow’s bias is BULLISH and you can carry longs overnight. If ES fades to close below 5,600, tighten all overnight positions and reassess.
The Days Ahead
| Date | Event | Expected / Prior | Market Implication |
|---|---|---|---|
| Mon Jul 27 | Iran Ceasefire Day 1 — Oil Crash Opens | WTI -6.45% / Brent -12.75% at open | Risk-on across tech & financials; energy sector under heavy pressure all day; this is the dominant macro event of the week |
| Tue Jul 28 | Consumer Confidence (10:00 AM ET) + Big Tech Pre-Earnings Day | Consensus: 100.5 (prior: 98.7) | Beat = additional risk-on confirmation; Miss = watch for profit-taking in consumer discretionary. MSFT/META pre-earnings positioning peaks on Tue afternoon. |
| Wed Jul 29 | MSFT Q4 FY2026 Earnings AMC | Rev est. $70.1B | EPS est. $3.35 | Azure ~39-40% CC | Most-watched print of the week. Azure beat = tech sector rips; Azure miss = growth-name selloff. Whisper: $3.42 EPS. Binary catalyst — size risk accordingly. |
| Wed Jul 29 | META Q2 2026 Earnings AMC | Rev est. $44.2B | EPS est. $5.85 | AI advertising + Llama inference revenue. Watch for Reality Labs capex commentary. Beat = social/AdTech complex rips Thursday open. |
| Thu Jul 30 | AAPL Q2 2026 Earnings AMC + AMZN Q2 2026 AMC | AAPL: Rev est. $89B | AMZN: Rev est. $160B / AWS ~24% | Double-header Thursday. AAPL iPhone 18 cycle guidance + Services margin critical. AMZN: AWS re-acceleration thesis confirmed or broken. Two $2T+ names in 24 hrs. |
| Thu Jul 31 | PCE Price Index — Fed’s Preferred Inflation Gauge (8:30 AM ET) | Consensus: Core PCE +2.5% YoY (prior: +2.6%) | This is the week’s macro capstone. PCE ≤2.4% = rate cut bets surge, growth names extend. PCE ≥2.7% = yield spike risk, tech multiple compression. Pairs with Amazon and Apple post-earnings reactions. |
| Sun Aug 3 | PLTR Q2 2026 Earnings AMC | Rev est. ~$1.67B | EPS est. $0.14 | Key date for this week’s pre-run thesis. Any PLTR long held through earnings carries Sunday-night gap risk. Close or hedge before Aug 1 close if not comfortable with binary outcome. |