SpaceX (SPCX) filed its first quarterly report since June's IPO, and one line did all the damage: $18.37B in capital expenditures, up a whopping 550% from a year ago. Revenue topped estimates at $7.81B, but the stock dropped nearly 15% anyway.

Explaining rocket science to public shareholders is, indeed, rocket science.

— Brooks & The Street Sheet Team

Jeanine Pirro spent a year and a half as President Trump's most reliable prosecutor, right up until her office told a court the Lincoln Memorial Reflecting Pool was wrecked by shoddy contracting, not vandals.

Trump’s take: she folded like an umbrella.

Kalshi’s take: it’s a matter of time before the White House turns into a revival of The Apprentice.

📉 | Uber Technologies (UBER) dropped hard on third-quarter bookings and earnings guidance that missed.

📉 | Flutter Entertainment (FLUT) slid double-digits after CEO Peter Jackson's exit.

📈 | Wynn Resorts (WYNN) jumped on a second-quarter beat on both lines.

📉 | Insulet (PODD) cratered after cutting its 2026 US Omnipod growth forecast.

📉 | DaVita (DVA) tanked on full-year earnings guidance that straddled the consensus call.

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Forget picking a GLP-1 winner. Analyst Harvey Stober's case for West Pharmaceutical Services is that it’s a pick-and-shovel that gets paid either way.

The firm supplies the stoppers, seals, and syringe systems that every injectable dose requires. GLP-1 therapies drove 18% of net sales last quarter. Biologics drove another 43%.

The moat, per the analyst, is regulatory. Once a drug wins approval with West's components inside, switching suppliers means two to three years of revalidation for no functional gain, so West typically stays sole supplier for the life of the therapy.

Europe's Annex 1 sterility standards are widening that lead, Stober notes, with roughly 800 conversion projects in hand, up about 50% from a year ago, and only 15% of a 6B-component market converted so far.

None of this is a secret. West trades near 44x earnings, in line with its life sciences peers, and the stock has outrun the market over the past year. Adjusted EPS still jumped 29% last quarter and guidance was raised for the second time in 2026.

However, of the 19 analysts covering the stock, 18 still rate it a Buy or Strong Buy. Wall Street is in agreement: the sun has yet to set on the WST.

💸 The Trump administration says it has refunded about $100B of the roughly $166B collected under the liberation day tariffs the Supreme Court struck down.

🪙 Gold miners rallied as gold futures touched their highest level since June 18, lifting Newmont (NEM), Barrick Mining (B), and Gold Fields (GFI).

🧠 Alphabet (GOOGL) is reshuffling its AI divisions, with chief scientist Jeff Dean departing after 27 years.

🖥️ AMD (AMD) shares sank in the wake of its earnings today, with CEO Lisa Su brushing off Elon Musk's pledge to use Nvidia (NVDA) chips exclusively.

⚠️ Bank of America (BAC) CEO Brian Moynihan called the near collapse of AI hedge fund Situational Awareness a warning shot for leveraged markets.

Do you own any shares of Apple (AAPL)?

▇▇▇▇▇▇ 🐂 Yup, I'm holding

▇▇▇▇▇▇ 🐻 Nope, not interested

▇▇▇▇▇▇ 👀 No, but I'm interested

And, in response, you said: