SoFi Technologies (SOFI) is set to release its Q2 2026 earnings on July 29, with Wall Street looking for EPS of $0.11 and revenue of $1.11 billion. Some analysts, including Truist, have flagged potential pressure from a slowing technology platform, weaker loan-platform momentum, and rising customer acquisition costs, turning “tactically more bearish.” Options markets are pricing a 10.45% move in either direction, above the past four-quarter average post-earnings move of about 8.5%.

Alphabet reported Q1 revenue of $119.8 billion, beating expectations, but its shares fell in after-hours trading after management raised its full-year capital spending forecast to $195 billion–$205 billion. The higher capex plan fueled concerns that returns on the company’s AI investments could take longer to materialize. Analysts said Alphabet’s computing capacity is lagging customer demand, pushing the company to lease more third-party data center capacity from providers such as Digital Realty and Equinix. That stance has been read as a constructive signal for specialized data center REITs.

Alphabet fell 4% in after-hours trading after it sharply raised its 2026 capital spending outlook to as high as $205 billion, fueling concerns about the pace of its AI investment and earnings durability. Nasdaq 100 futures slipped 0.34%, with S&P 500 and Dow futures also lower. Oil prices continued to climb and the 10-year Treasury yield rose to a two-month high, adding pressure on growth stocks.

QuantumScape (QS) is set to report second-quarter 2026 earnings on July 22. Options pricing implies the stock could move about 15% in either direction in a single session, well above the average absolute post-earnings move of 5.71% over the last four quarters. Key watch items include progress at the Eagle Line pilot facility, updates on partnerships with Honda and Volkswagen’s PowerCo, battery performance testing, and the company’s forecast for a 2026 adjusted EBITDA loss of $250 million to $275 million. The company remains pre-commercial and expects no meaningful revenue.

ZenaTech (Nasdaq: ZENA) said it has signed multiple offers to acquire land surveying and geospatial services companies across the U.S., Canada and Australia. If the transactions close, the company expects the targets to contribute about C$40 million in revenue over the 12 months following closing. The planned deals are part of ZenaTech’s Drone as a Service roll-up strategy aimed at digitizing legacy, manual services and shifting them to a subscription-style model. The company said the transactions remain subject to due diligence, definitive agreements and customary closing conditions, with no assurance any deal will be completed.

Oracle (ORCL) reported fiscal 2026 fourth-quarter revenue of $19.2 billion for the period ended May 31, up about 21% year over year and ahead of Wall Street estimates, and it raised its profit outlook. Despite the results, the stock is down about 28% year to date, has fallen for nine straight sessions and notched its worst week in 25 years. Retail investors have been net buyers over the past month, with stronger inflow intensity than Nvidia and Meta, based on TipRanks’ Crowd Wisdom data, while analysts maintain a Strong Buy consensus with an average target of $263.86 implying roughly 88% upside.

Rivian reported second-quarter deliveries that beat expectations and raised its full-year delivery target to 65,000–70,000 vehicles, up 3,000 from its prior guidance. The company cited strong demand for its electric delivery vans (EDVs) and R1 models, and said it began deliveries of the R2 SUV in Q2. The update sent RIVN shares up 8.4% in a single session, while Tesla fell 7.5% in separate trading.

GameStop (GME) said it will continue pursuing its $56 billion cash-and-stock takeover proposal for eBay (EBAY) despite eBay rejecting the offer. The company said it plans to release additional materials detailing the integration approach and raised its fiscal 2026 adjusted EBITDA outlook to more than $600 million, up from $345.4 million in fiscal 2025. The update helped lift GME shares 3.57% to $21.76.

SpaceX (SPCX) is set to be added to the Nasdaq 100 on July 7, just three weeks after it listed on June 12. Nasdaq confirmed the change, which is expected to trigger about $4.3 billion of passive inflows. Major index-tracking funds such as Invesco QQQ Trust (QQQ) and Invesco Nasdaq 100 ETF (QQQM) will need to rebalance to reflect the update. Despite a $4.9 billion net loss last year and no near-term inclusion in the S&P 500, the addition is viewed as a clear, quantifiable short-term trading catalyst.