As markets transform and industries intersect, a handful of firms are making waves with aggressive moves and stunning figures. Whether you enjoy streaming supremacy, electric vehicle innovation, aerospace expansion, or politically charged debuts, something’s brewing on each corner of the market. In this week’s in-depth coverage, we break down the most recent from Stock Spotlight Netflix, Uber, Lucid, QuantumScape, GE Aerospace, and GrabAGun.
🎬Netflix (NFLX) – Still Setting the Streaming Standard
Netflix has again demonstrated its strength and dominance in the competitive streaming market. The company trounced Q2 expectations with:
- Revenue: $11.08 billion (up 17.3% YoY)
- Earnings per Share (EPS): $7.19 (compared to estimate of \$7.03)
However, even as the beat was achieved, the stock fell approximately 1% after hours—presumably due to fear over Netflix’s large valuation, which stands at approximately 40x forward earnings.
Why the Bulls Are Still Hopeful
Netflix not only meet expectations—it also increased them:
- New full-year revenue guidance: $44.8B–$45.2B (up from $43.5B–$44.5B)
- Q3 revenue guidance: $11.53 billion
- Ad-supported tier: 94 million worldwide users, up from 70 million in November
- Ad revenue: Projected to double to $3B in 2025
Netflix credits much of its traction to foreign exchange tailwinds and increasing takeup of its budget-friendly ad-supported tier (\$7.99/month). And with new releases such as Wednesday, Stranger Things, and a glut of live sports programming, usage should stay high.
🤖 Uber + Lucid – Taking A Risky Leap To Robotaxis
Uber is taking its largest autonomous gamble to date—teaming up with Lucid Motors and Nuro to launch a fleet of robotaxis on American roads.
The Key Highlights:
- 20,000+ Lucid Gravity EVs reserved by Uber
- Level 4 autonomy driven by Nuro’s technology
- Beginning the deployment in 2026, with a major U.S. city as the starting point
- $300M investment by Uber into Lucid, and another multi-hundred-million into Nuro
Lucid stock soared close to 40% after the announcement. For Uber, it’s a big comeback to independence after taking a step back in 2018 after an Arizona fatal accident. The new program is more coordinated and strategic, and possibly can cut labor costs in half and reshape the ride-hailing industry.
This also supports Lucid’s strategy to create 20,000 cars by 2025. With Uber being a large customer and the backing of the Saudi PIF investment in both companies, the partnership looks to be a good fit for the long term.
💥 GrabAGun (PEW) – Politics Enters the Public Market
Internet gun store GrabAGun, listed on the ticker PEW, went public through SPAC merger—and it was sensational.
What Happened:
- Debut peak, then a 24% fall on launch day
- Donald Trump Jr. was appointed to the board at launch
- Firm raised $119 million via the SPAC deal
This isn’t Trump Jr.’s debut—he’s also sat on boards such as PublicSquare and Unusual Machines, whose stock prices tended to rocket based on hype but then crashed. GrabAGun is hoping the name recognition and politically branded identity translate into long-term growth, but the crashy debut raises an eyebrow among investors.
🔋 QuantumScape (QS) – EV Battery Hype Still Building
After a long absence, QuantumScape is bouncing back with an impressive rally. The solid-state battery company achieved new 52-week high of $11.15 in the week and saw its stock close up almost 8% in one trading day, which was the company’s six days of protracted gains.
Investor Sentiment Pre-Earnings:
- Q2 earnings report on July 23
- 2025 commercialization goal still viable
- Spending range: $45M–$75M this year
- Projected EBITDA loss: $250M–$280M
QuantumScape’s battery tech remains promising, particularly in a marketplace eager for improved EV range and safety. It’s building questions to ask shareholders ahead of the next earnings call, which is a good transparency play as it positions for future production news.
This remains a speculative trade, but optimism is growing as the company remains on track to its roadmap.
🛫 GE Aerospace – Riding on Engine Strength
In the second quarter, GE Aerospace recognized an increase in tailwind benefits, raised **full-year profit guidance**, and appeared to still be benefitting from strength in the engine space.
Key Highlights:
- Adjusted EPS: Increased to $5.60–$5.80 (from $5.10–$5.45)
- Engine deliveries: 45% YoY increase
- LEAP engine deliveries: 38% increase
- 2028 operating profit guide: Increased to $11.5B from $10B
GE is cheering on the recovery of the aviation market, and now more than 70% of commercial engine revenue comes from parts and services. This now creates another stream of strong recurring revenue for GE, as airlines are delaying purchases of new planes, and instead, they are paying to operate their existing planes.
Coping with Tariffs
Tariffs are expected to cost GE roughly $500M in 2023. CEO Larry Culp said they will try to pass along some of that cost to customers, but it can be a tricky government dance with the airlines. They are still pushing for aerospace components not to have tariffs in a reconcilement of a renewed Civil Aircraft Agreement.
đź“Š Recap: What to Watch Next
Here’s a brief recap of these top stocks and what to watch next:
| Company | What’s Happening Now | What to Watch |
|---|---|---|
| Netflix | Q2 beat, raised full-year forecast, robust ad-tier growth | Q3 subscriber adds, ad revenue trend |
| Uber/Lucid | 20,000 EV robotaxi program, multi-million investments | Deployment specifics, safety/regulatory approval |
| GrabAGun | Public entry, Trump Jr. board position, extreme volatility | Growth in sales, public opinion |
| QuantumScape | 6-day rally, moving towards earnings, investor enthusiasm warming up | Advancement on solid-state battery milestones |
| GE Aerospace | Raised profit forecast, engine deliveries ramping up | Supply chain stability, tariff developments |
Final Thoughts: A Market Full of Storylines
This week shows just how dynamic the current investing environment is. You’ve got:
- Netflix, combining content leadership with clever monetization.
- Uber and Lucid, taking big swings in future mobility.
- QuantumScape, evoking EV investor interest in spite of pre-revenue position.
- GE Aerospace, performing well in a more conventional industrial resurgence.
- And GrabAGun, where politics comes together with public capital—exhibiting the strength and danger of name-brand associations.
Each stock is in motion based on something more than mere numbers—narratives, timing, mood, and strategic wagers are all at play.
As always, diversification and knowing the tale behind the ticker are important. If you’re searching for long-term opportunity or short-term momentum plays, now’s a fine time to hone your watchlist.
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