Aug 5 Wall Street Extends Record Momentum as Disney Beats and Oil Stabilizes

$ANET $AMD

Author

Mukund Mohan
August 05, 2026

Market

“The Walt Disney Co. $DIS ( ▲ 0.54% ): Advanced +3.2% after beating quarterly earnings and revenue estimates” 😊 😋

U.S. stock markets built on yesterday’s historic highs during Wednesday morning trading

Nvidia $NVDA ( ▲ 0.82% ): Gained +3.9% after $SPCX ( ▲ 5.15% )  SpaceX announced it would exclusively utilize Nvidia AI hardware for its satellite and ground-station compute systems. Booking Holdings $BKNG ( ▲ 0.05% ): Jumped +5.5% on better-than-expected travel demand, driving top- and bottom-line beats.

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Questions People Ask Too Late

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Insights from the portfolio

Arista Networks ($ANET): First $3B Quarter and Upgraded 40% FY26

Revenue Outlook Trigger Pre-Market Surge

Mukund Mohan

Video of the day

Today’s video is on Arista Networks, $ANET ( ▲ 2.44% ) the AI networking company.

Deep dive of the day

The Beat That Wasn't Enough: AMD's AI Revenue Surge Collides With an Unforgiving Whisper Number - Investment Literacy Coach

Here's the paradox that defines AMD's Q2 2026 print in a single sentence: they handed Wall Street a beat, and Wall Street handed them a 688-basis-point

Investment Literacy Coach