S&P Dow Jones said it will add Bloom Energy to the S&P 500 after the company’s second-quarter revenue topped $1 billion for the first time. Management lifted its full-year revenue outlook to $3.9 billion to $4.2 billion on accelerating data center deliveries. The company also expanded its project financing framework from $5 billion to $25 billion.

Elastic N.V. reported first-quarter fiscal 2027 revenue of $478 million, up 15% year over year, as sales-led subscription revenue rose 18% to $399 million. The company said enterprise adoption of its AI-powered search and cloud platform continues to expand. Shares jumped more than 15% in after-hours trading after the results. DA Davidson raised its price target to $100 from $80 while keeping a Neutral rating.

Cheniere Energy said its Corpus Christi Stage 3 liquefaction project reached substantial completion, adding new export capacity and underpinning expectations for stronger cash flow. The company also lifted its 2026 earnings guidance and updated its 2026 outlook. Options positioning was heavily tilted to calls as of Aug. 31, 2026, while LNG shares were quoted near $286 in late August after closing at $282.33 on Aug. 28, up $4.61 or 1.63% from that prior close.

Nvidia is set to report fiscal 2027 second-quarter results on Aug. 26. The company has guided for $91 billion in revenue, below Wall Street’s consensus estimate of $92.18 billion. Meeting that consensus would imply roughly 97% year-over-year growth. Last quarter, Nvidia reported $81.62 billion in revenue, beating expectations by $2.8 billion, yet the stock fell nearly 5% in the following week.

SoundHound and Cerence reported solid top-line growth in their latest quarterly results, but with different profitability and cash-flow dynamics. SoundHound said second-quarter 2026 revenue rose 45% year over year to $61.9 million and it raised its full-year revenue outlook to $230$260 million, with no debt on the balance sheet. Cerence reported fiscal third-quarter 2026 revenue up 12% to $69.6 million, adjusted EBITDA up 50%, and free cash flow of $19.6 million, while forecasting 41% full-year revenue growth.

Shares of SpaceX (SPCX) gained 1% overnight ahead of Tuesday after U.S. President Donald Trump disclosed an investment of as much as $50,000 in the company. The White House said Trump did not direct the purchase and that third-party financial institutions manage the portfolio independently. Separately, Goldman Sachs forecast the global chip-equipment market would reach $281 billion by 2028. SPCX fell more than 1% on Monday but is still up 24% for the month.

Shares of bitcoin development company Strategy fell 3.5% in the afternoon session. MSCI has proposed removing the company from its Global Investable Market Indexes as part of a potential rule change for nonoperating firms with large treasury asset holdings. Investor concerns were also heightened by a recent sale of 1,690 BTC worth roughly $109 million below the company’s average cost basis. Bitcoin slid below $63,000, extending a downtrend since mid July and weighing further on sentiment.

Crypto-linked stocks including Coinbase, Circle and Bullish fell after the U.S. Securities and Exchange Commission signaled a further delay to its anticipated “innovation exemption” and canceled a Friday meeting on a potential new offering regime for some crypto-related investment contracts. The developments clouded the near-term regulatory outlook for tokenized securities and weighed on the broader tokenization trade. Uniswap’s UNI fell 7% over the past 24 hours, while the Nasdaq 100, S&P 500 and bitcoin were mostly flat on the day.

Spot gold broke above $4,300 an ounce on August 6, with its weekly gain topping 7% at one point for its best showing since January. Data from the People’s Bank of China showed China’s gold reserves rose to 76.08 million ounces at the end of July, up 640,000 ounces from June. South Korea’s central bank returned to gold buying after 13 years, with reserves at about 104.4 tonnes, or roughly 3.5% of its foreign exchange reserves. A World Gold Council survey found 45% of central banks expect to increase gold holdings over the next year.