U.S. stocks fell Tuesday. The U.S.-Iran conflict pressured the market through higher crude and renewed inflation risk. We haven’t covered the war much on the Rip recently, because it’s been a story that repeats itself every day. This week, however, the tale went violent again. The U.S. launched bombing runs on Iranian mine layers Sunday, and as recently as while this newsletter was written, Iran launched missiles back at U.S. naval assets and bases in the region.

Bond yields and gas prices at the pump, are soaring. Treasury bonds are selling off worldwide, hitting heavily debt-ridden countries (like the U.S.) hard. Tech and consumer stocks took the hit, while energy and defensive names held up.

Stocktwits attention moved to earnings after the close. Dell jumped on a huge AI-server forecast raise, Palo Alto barely budged after a beat, and traders stayed bullish even as Credo and MongoDB sank.

Today's Briefing: Powered by Stocktwits Community API.

Palo Alto Networks, the cybersecurity platform provider, beat quarterly estimates Tuesday and forecast double-digit sales growth for fiscal 2027. Shares recovered 1% after hours after sliding 5.2% during the session.

The RIP: $PANW ( ▼ 5.24% ) traded sideways after hours. Adjusted EPS was $1.02 vs. $0.98 expected, revenue was $3.41B vs. $3.35B, and next-generation security annual recurring revenue climbed 63% to $9.1B.

After CrowdStrike's insane security swing after AI scared everyone into renewing subscriptions, this stock might have been a little bit of a let down.

Palo Alto expects fiscal 2027 revenue of $14.1B to $14.2B and adjusted EPS of $4.16 to $4.19. CyberArk and Chronosphere helped juice quarterly growth, but management did not break out their contributions. The bullish room still had a valuation fight, with one trader flagging a forward P/E of 92. 🔎

The Community Read: The $PANW room is bullish, see the 92-times earnings fight ->

Dell, the PC and AI-server maker, raised its annual revenue and profit forecasts Tuesday after reporting record quarterly sales. Shares jumped after hours as cloud providers kept buying AI infrastructure.

The RIP: $DELL ( ▼ 6.8% ) jumped +10.3% after hours. Adjusted EPS was $7.04 vs. $4.91 estimated, revenue was $46.97B vs. $44.95B, and AI-server revenue reached $16.4B.

Dell raised full-year revenue guidance by $25B to $192B, lifted its AI-server forecast to $74B from $60B, and increased its adjusted EPS outlook to $25.50 from $17.90. The rebound landed inside the 9.7% to 11% move traders had priced before the report. They aimed pretty well. 🎯

The Community Read: The $DELL room is bullish, see how traders grade the $74B forecast ->

Vida helps business deploy digital employees in the form of AI agents. These agents can talk, text, and do work on a computer.

*3rd Party Ad. Not an offer or recommendation by Stocktwits. See disclosure here.

Apple climbed Tuesday as John Ternus replaced Tim Cook as CEO and immediately pointed employees toward next week’s product launch. Cook stepped down after 15 years running the company.

The RIP: $AAPL ( ▲ 2.61% ) climbed +2.6% Tuesday. From Aug. 23, 2011 through Monday’s close, shares gained 2,274% under Cook versus 561% for the S&P 500. A $1,000 investment became $23,740 before dividends, and Apple added $4.32T in market value.

Cook took Apple from a hardware based PC alternative and phone innovator into a services machine. Company sales climbed 364% from the end of Steve Jobs’ tenure, and services as a portion of revenue grew from 9% in ‘13, to about a quarter, or $109B last year.

Now, Ternus inherits a $4.8T business juggernaut trading above 30 times expected earnings. A foldable phone is on the way expected to launch as early as next week, and the average Apple fan has to ask, how much more can this company grow? 🍏

Clean setups, key levels, and charts actually worth your screen time, curated from millions of Stocktwits traders. No noise, no guru upsell. In your inbox daily by 8PM ET.

11.6K WATCHERS · BEARISH · HIGH ACTIVITY

Credo earned $1.20 per share on $479M in revenue, beating estimates of $1.17 and $471.8M. Revenue more than doubled from last year, and next-quarter guidance reached $525M to $535M. Shares still sank as traders picked at valuation and customer concentration.

21.3K WATCHERS · BULLISH · HIGH ACTIVITY

MongoDB posted adjusted EPS of $1.90 versus $1.61 expected and revenue of $771.8M versus $732.9M. Atlas revenue grew 29%, and management raised its full-year sales forecast to $2.99B to $3.03B. None of that saved the stock from a post-earnings beating.

74.7K WATCHERS · BEARISH · NORMAL ACTIVITY

The U.S. Oil Fund jumped after American forces struck Iranian targets near the Strait of Hormuz, hours after two oil tankers were hit. WTI crude topped $90, and Brent approached $95 as traders priced another threat to traffic through the critical shipping route.

Bearish 🐻 | Bullish 🐮 | It’s Complicated 😵‍💫

2 minutes. Your URL. A customer profile worth using.

Most founders can describe their product. They can't describe their customer. Not in a way that actually changes how they sell.

HubSpot for Startups built a free tool to fix that. Paste in your URL, answer a few quick questions, and it generates a structured profile of your best-fit customer. Firmographics, buying triggers, the works.

Takes 2 minutes. No spreadsheet required.

Build Your Free ICP.

*3rd Party Ad. Not an offer or recommendation by Stocktwits. See disclosure here.

💰 Software stocks crushed chips in August. History says September gets tougher: Chart of the Day

📺 Thailand issues prostitution warning as 5,000 US sailors arrive in tourist town after 200 days at sea

📊 GTA VI Gameplay Peek Tops Netflix’s Viewership Charts , But TTWO Stock Fails To Gather Steam

📰 White House to host first press briefing in over 40 days

📰 Shein shares slide on fast-fashion retailer’s stock market debut

🪙 Solana Treasury DeFi Development Corp Eyes $20 Million Raise to Buy More SOL

Macro: Factory orders (10:00 AM ET). 📊
Pre-Market Earnings: $FCEL Fuelcell Energy Inc, $OLLI Ollies Bargain Outlet Holdings Inc. ☀️
After-Market Earnings: $AVGO Broadcom Inc, $SNOW Snowflake Inc, $CHPT ChargePoint Holdings Inc - Ordinary Shares - Class A, $AI C3.ai Inc - Ordinary Shares - Class A, $HPE Hewlett Packard Enterprise Co, +6 more. 🌙

P.S. You can listen to all of these earnings calls on Stocktwits.

Want to see some change? Email me, Kevin Travers, with feedback, and follow me on Stocktwits. Send me charts and ideas! Refer a friend for this quarter’s edition of The RIP Forecast 😎

_{Securities Disclaimer: STOCKTWITS IS NOT A TAX ADVISOR, BROKER, FINANCIAL ADVISOR OR INVESTMENT ADVISOR. THE SERVICE IS NOT INTENDED TO PROVIDE TAX, LEGAL, FINANCIAL OR INVESTMENT ADVICE, AND NOTHING ON THE SERVICE SHOULD BE CONSTRUED AS AN OFFER TO SELL, A SOLICITATION OF AN OFFER TO BUY, OR A RECOMMENDATION FOR ANY SECURITY. Trading in such securities can result in immediate and substantial losses of the capital invested. You should only invest risk capital and not capital required for other purposes. You alone are solely responsible for determining whether any investment, security or strategy, or any other product or service, is appropriate or suitable for you based on your investment objectives and personal and financial situation. You should also consult an attorney or tax professional regarding your specific legal or tax situation. The content is to be used for informational and entertainment purposes only and the service does not provide investment advice for any individual. Stocktwits, its affiliates and partners specifically disclaim any and all liability or loss arising out of any action taken in reliance on content, including but not limited to market value or other loss on the sale or purchase of any company, property, product, service, security, instrument, or any other matter. You understand that an investment in any security is subject to a number of risks and that discussions of any security published on the Service will not contain a list or description of relevant risk factors. In addition, please note that some of the stocks about which content is published on the service have a low market capitalization and/or insufficient public float. Such stocks are subject to more risk than stocks of larger companies, including greater volatility, lower liquidity and less publicly available information. Read the full terms & conditions here. 🔍
Author Disclosure: The author of this newsletter does not hold positions in any of the securities or assets mentioned. 📋}