Dell Technologies reported results for the quarter ended July 31, 2026, with revenue of $47 billion, up 58% year over year, and non-GAAP EPS of $7.04, up 203%. Infrastructure Solutions Group revenue totaled $31.8 billion, including $16.4 billion from AI-optimized servers, while quarterly AI server orders reached a record $60.9 billion, taking total AI backlog to $95 billion. Management raised its fiscal 2027 revenue outlook to about $192 billion. Wall Street analysts subsequently set fresh 12-month price targets in a range of $500 to $735.

Since the Sept. 9, 2025 launch event, Apple shares have risen about 35.6%. The company posted record June-quarter revenue of $109.42 billion, up 16.4% year over year, with iPhone revenue up 21.7% to $54.3 billion and Services revenue reaching a June-quarter high of $30.74 billion. Net income increased 27% to $29.8 billion, and diluted EPS of $2.02 topped the $1.89 estimate. Apple guided for September-quarter revenue growth of 9% to 11% and gross margins of 47% to 48%.

SpaceX (SPCX) drew about $7.27 billion in institutional inflows over the past 12 months, with 108 institutions increasing their holdings. K5 Global Advisor LLC disclosed the largest position at 38.6 million shares valued at about $6.59 billion. Based on the ownership trend, the market expects SpaceX’s valuation could rise to $3 trillion to $3.7 trillion, implying a share-price range of $225 to $280.

Dell reported fiscal second-quarter 2027 revenue of $47 billion, up 58% year over year, beating expectations of $45 billion. Adjusted EPS jumped 203% to $7.04, well above the $4.90 analysts had forecast. AI-optimized server revenue reached $16.4 billion, while AI orders and backlog hit record highs and Infrastructure Solutions Group revenue rose 89%. The stock gained about 9% in after-hours trading following the release.

After the latest GTA 6 trailer was released, Take-Two Interactive shares rose 2.34% in after-hours trading and Sony Group shares gained 2.58%, reflecting a more upbeat market view of the game’s sales outlook. As of press time, Take-Two was trading at $238.45. The stock was still down 7.39% year-to-date.

Paul Pelosi, husband of former House Speaker Nancy Pelosi, bought Bloom Energy shares and long-dated call options in late July, with a combined disclosed value of up to approximately $12 million. The disclosure shows purchases on July 24 and July 28, including call option contracts with a $100 strike price expiring in mid2027. Bloom Energy shares were last priced at $192, up 290% over the past year.

Nvidia filed a Form 13F with the U.S. Securities and Exchange Commission detailing a public equity portfolio valued at about $63.4 billion as of June 30, 2026, up from roughly $18.4 billion the prior quarter. Intel was the largest holding at 214.8 million shares worth around $30 billion, representing 44.23% of the portfolio and tied to a $5 billion investment announced in 2025 to collaborate on PC and data center chips. The company also reported a large new SpaceX position, and the overall portfolio appeared highly concentrated.

Oracle shares fell 52.01% over the past 12 months, dropping from $249.98 on July 29, 2025 to $119.96 on July 28, 2026. That move would have cut a $1,000 investment made a year ago to $479.90. The article says that despite a June double earnings beat and a $7 billion Pentagon contract, investor concerns about the profitability of Oracle’s deep commitment to OpenAI have continued to weigh on the stock.

Lockheed Martin and RTX reported second-quarter results that beat expectations, with LMT posting $20.1 billion in revenue (+11% year over year) and EPS of $7.94, while RTX reported $24.7 billion (+14.5%) and EPS of $1.89. Both companies raised their full-year revenue and earnings outlooks, citing strong growth in missile-related orders. The stocks rose 9% and 7% on the day as investors repriced expectations for defense spending visibility and execution.