Nvidia (NVDA) just delivered another earnings haymaker. Revenue up 85% to $81.6B, an $80B buyback unveiled, and the dividend got a 25x raise from $0.01 to $0.25.

But — and stop me if you’ve heard this one before — the stock slipped anyway. When you're a $5T company sitting on a 19% three-month run, even crushing earnings can't crush the ceiling fast enough.

— Brooks & Cas

SpaceX finally filed its prospectus, ending years of will-they-won't-they speculation about the most-anticipated IPO in history.

The 277-page document revealed $4.9B in losses last year, plans for a Mars colony, and a $28.5T addressable market estimate that even Musk might call ambitious.

Bettors think the actual share sale is right around the corner. But its odds of coming within the next week are still a long shot. Buy the dip?

📉 | Intuit (INTU) sank after announcing a 17% workforce cut and missing Q3 revenue estimates.

📈 | Spotify (SPOT) jumped after laying out plans to reach 1B subscribers at its first investor day since 2022.

📉 | Walmart (WMT) tumbled on a disappointing full-year earnings outlook.

📈 | Bloom Energy (BE) popped on a power partnership with European AI cloud provider Nebius (NBIS).

📉 | Deere (DE) fell despite beating Q2 earnings and revenue estimates.

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Bank of America analyst Peter Galbo has reiterated his Buy rating on Coca-Cola, describing the soda giant as a long-term global compounder with serious runway ahead. He believes Coke's all weather strategy is built to insulate shares from geopolitical chop and macroeconomic mood swings.

The thesis rests on Coke's portfolio breadth. Galbo notes the company holds leading or strengthening positions in three of four flavor categories, fueled by years of brand investment and execution. Zero-sugar carbonated drinks, especially Coca-Cola Zero Sugar, have outpaced every legacy brand.

He also flags a potential catalyst in Monster Beverage (MNST). Coke already owns nearly 17% of the energy drink maker, picked up in 2015 for $2.15B. Galbo thinks a full takeout could unlock meaningful synergies through Coke's 150-country bottling network.

Wall Street largely agrees. Of the 26 analysts covering Coke, 21 rate it a Buy or Strong Buy. The dividend just notched its 64th consecutive annual raise.

For a stock Warren Buffett once dubbed a forever holding, all-weather might be putting it lightly.

🤖 | President Trump postponed his planned AI executive order signing, citing concerns that "certain aspects" could undermine America's AI lead.

💾 | Anthropic is in talks to adopt Microsoft's (MSFT) Maia 200 AI chip following Microsoft's $5B investment in the AI lab last November.

❄️ | The EPA loosened Biden-era HFC refrigerant restrictions, a move Trump claims will save Americans more than $2B a year on grocery costs.

⚖️ | Sen. Thom Tillis called the DOJ's $1.8B "lawfare" fund, which could compensate January 6 defendants, "stupid on stilts".

🛰️ | Starlink generated 69% of SpaceX's Q1 revenue and was the company's only profitable unit, per its long-awaited IPO prospectus.

Do you own any shares of Ermenegildo Zegna NV (ZGN)?

▇▇▇▇▇▇ 🐂 Yup, I’m holding

▇▇▇▇▇▇ 🐻 Nope, not interested

▇▇▇▇▇▇ 👀 No, but I’m interested

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