Dow Futures rose 0.19%, S&P 500 Futures rose 0.19%, Nasdaq Futures fell 0.03%, as sentiment leaned cautiously optimistic.

Arista Networks surged 11.28%. The move followed Q2 beats and above-consensus Q3 guidance.

Booking Holdings (BKNG) jumped 5.27%. Q2 EPS and revenue beat, with solid international and U.S. demand.

AppLovin Corporation (APP) gained 3.59%. UBS and Wedbush hiked targets ahead of Q2 results.

Rocket Lab USA, Inc. (RKLB) advanced 2.81%. The company won a $397 million U.S. Space Force contract.

NVIDIA climbed 2.04%. SpaceX said it would use NVIDIA systems exclusively for AI infrastructure.

Lucid Group Inc tumbled 8.87%. Q2 loss widened and mid-size platform launch was delayed to 2H 2027.

Advanced Micro Devices (AMD) fell 8.72%. Q3 revenue guidance disappointed despite a Q2 beat and data center strength.

Opendoor Technologies Inc (OPEN) slid 8.25%. A wider-than-expected Q2 GAAP loss overshadowed revenue.

SpaceX dropped 7.28%. Heavy AI capex and a looming lockup offset a strong revenue beat.

Coupang, Inc. declined 5.84%. Q2 missed and a record data-breach fine drove a net loss.

Intel slipped 2.59%. Flows highlighted a large long-dated bear call spread capping upside.

Chip stocks fell, with Astera Labs, Inc. (ALAB) falling 1.01%.

Among other individual movers, Shopify climbed 2.39%, AXT Inc declined 2.25%, Toyota slid 3.43%.