Three Tech Setups Cooking Before August Earnings

The fear gauge just cracked. Guess where the smart money is quietly piling in tonight.

July 10, 2026

Nasdaq cleared 26,000 on chip strength. VIX slid back under 16. Money is rotating into risk again.

Here's where I'd be positioning ahead of the next round of tech prints, plus one speculative name where the setup looks tight.

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Enterprise Software

SpaceXAI Targets Developers And Businesses With Grok Upgrade

SpaceXAI (NASDAQ: SPAX) has released Grok 4.5, its newest artificial intelligence model designed for coding, research, writing, app development, and workplace tasks. The company says the latest version focuses on stronger performance while using computing resources more efficiently. 

Grok 4.5 is designed to handle complex AI requests while reducing the amount of processing required, an area that is becoming increasingly important as companies deploy AI tools at larger scale.

The release puts SpaceXAI deeper into the competition for advanced AI systems used by developers, businesses, and everyday users.

AI Models Compete On Speed And Efficiency

The next phase of AI development is not only about creating more powerful models. Companies are also working to make AI faster, cheaper to operate, and easier to integrate into products.

SpaceXAI says Grok 4.5 improves token efficiency, allowing the model to process information with fewer resources compared with previous systems.

Those improvements could make a major difference for businesses running millions of AI requests across software products and internal tools.

SpaceXAI Expands Its AI Platform

Grok 4.5 arrives as competition continues between major AI companies including OpenAI, Anthropic, Google, and others developing advanced models.

SpaceXAI is positioning Grok as a broader AI platform rather than just a chatbot, with capabilities for software development, productivity, and enterprise use cases.

The company is expected to keep expanding Grok features as AI assistants become a larger part of how people build, search, and work with technology.

Consumer Apps

Google Adds Video Remix As AI Editing Moves Mainstream

Google (NASDAQ: GOOGL) is adding a new AI-powered Video Remix tool to Google Photos, giving users a faster way to edit and transform short clips inside the app.

The feature uses Gemini Omni, Google's multimodal AI model, to make video edits from simple actions.

Users can relight dark clips, change backgrounds, or apply visual styles such as watercolor, oil painting, and sketchbook effects without opening professional editing software.

Video Editing Gets Easier

Video Remix is built into the Create tab in Google Photos. A user can take an ordinary clip and quickly make it look brighter, more cinematic, or more stylized.

The tool can also adjust a video's settings, such as making a clip look as if it were shot in a greenhouse or under warmer morning light. The focus is speed. Google wants users to edit videos in a few taps instead of spending time in larger creative apps.

Google Expands AI Across Photos

Video Remix is rolling out to eligible Google AI Plus, Pro, and Ultra subscribers in several countries, including the U.S., India, Japan, Brazil, Mexico, Pakistan, South Korea, and Turkey.

The update follows other AI features in Google Photos, including touch-up tools and digital closet experiments. Google is steadily adding more creative AI features to Photos as competition grows with Apple, Adobe, and OpenAI.

For Google, Photos is becoming another place where Gemini moves from search and chat into everyday consumer tools.

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Artificial Intelligence

Microsoft Combines Copilot Products In A Major AI Push

Microsoft (NASDAQ: MSFT) is reportedly bringing its consumer and business Copilot products together to build a more unified AI assistant platform. The change would remove the separation between Copilot experiences and create a single system across Microsoft’s ecosystem.

Instead of maintaining separate AI assistants for personal users and enterprise customers, Microsoft is moving toward a connected platform that works across apps, workplaces, and development tools.

The goal is to make Copilot a stronger competitor against AI assistants like ChatGPT, Claude, and Gemini.

Copilot Expands Beyond Chat

Microsoft is adding more advanced AI capabilities into Copilot, including coding tools and AI agents designed to complete more complex tasks. 

The company has already integrated Copilot across Windows, Microsoft 365, Teams, and developer products. A unified platform could make it easier for users to move between different Microsoft services while keeping the same AI experience.

Copilot has grown to more than 100 million monthly active users as Microsoft continues expanding AI across its software products.

Microsoft Builds Its AI Ecosystem

The next stage for Copilot focuses on making AI a deeper part of everyday computing instead of a separate chatbot.

Microsoft is using its existing software reach to bring AI tools directly into how people create documents, write code, manage work, and interact with business applications.

By combining Copilot into a single platform, Microsoft is simplifying its AI approach while preparing for the next phase of competition among major AI assistants.

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Recent Tech Movers

Duolingo (NASDAQ: DUOL)

AI Features are Driving Paid Conversion Faster than the Street Modeled

Duolingo has been one of the cleanest AI consumer stories this year. The rollout of Duolingo Max, which uses GPT-based tutoring, has driven paid subscriber growth well ahead of consensus.

Daily active users are compounding at roughly 40% year-over-year. The company also expanded into music and chess, giving the platform fresh engagement legs. Analysts have been chasing the print higher since Q1.

Key takeaway: If you missed the initial run, wait for a pullback into the next earnings report in August. Buying strength here means paying a full multiple.

Risk: Stock trades at a premium multiple. Any DAU deceleration in a single quarter cracks the valuation fast.

Roku (NASDAQ: ROKU)

Platform Ad Revenue is Turning the Corner

Roku shares have climbed off the lows as the streaming ad market recovers and platform revenue growth reaccelerates.

The Walmart-Vizio integration hasn't hurt Roku the way bears predicted, and international expansion is starting to contribute. Advertising ARPUs are ticking higher for the first time in six quarters.

Key takeaway: Q2 earnings in late July are the next catalyst. If platform revenue growth crosses back above 15%, the stock has clean room higher.

Risk: The connected TV ad market is still cyclical. A macro slowdown in H2 hits Roku's platform ARPU faster than most streaming peers.

Robinhood (NASDAQ: HOOD)

Tokenized Equities and S&P 500 Inclusion Drive Re-Rating

Robinhood has climbed steadily following its S&P 500 inclusion earlier this year and the rollout of tokenized US equities to European customers. The company is executing on the shift from retail brokerage to a full-stack financial platform.

Crypto trading revenue keeps compounding, and the prediction markets angle via the Kalshi partnership is a fresh leg.

Key takeaway: Q2 earnings will confirm whether tokenization revenue is starting to move the needle. Take profits on strength, wait for a pullback to add.

Risk: HOOD is highly sensitive to crypto volumes. A crypto drawdown pulls the multiple down with it.

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The Speculative Play

Symbotic (NASDAQ: SYM)

The AI-powered warehouse operator with a Walmart backbone

Symbotic sits at the intersection of two themes the market prices separately but should price together: physical AI and warehouse automation. The company builds AI-driven robotics systems that run distribution centers for Walmart, Target, Albertsons, and C&S Wholesale.

The Walmart moat

Walmart is Symbotic's anchor customer and equity partner. The joint venture, GreenBox, deploys Symbotic systems to third-party retailers on a subscription basis.

Every new GreenBox site is recurring revenue with software-like margins layered on top of the hardware install.

Why the timing lines up

Symbotic reports fiscal Q3 in early August. The prior quarter finally showed gross margin stabilization after two years of project accounting drag.

If management guides Q4 above the Street and adds new GreenBox site counts, the multiple re-rates fast. Backlog was last reported north of $22B, giving management multi-year revenue visibility.

Key takeaway: This is a starter position sized for volatility. Setup favors an upside surprise on margins, and the Walmart tie-in gives you a floor most standalone robotics names don't have.

Risk: Project accounting is complex, and prior quarters have surprised to the downside on revenue timing. If management pushes another backlog conversion out a quarter, the stock gets hit hard.

Everything Else

  • 💾 SK Hynix made its Nasdaq debut as investors watched to see whether a U.S. listing can finally narrow the Korea discount.

  • 🤖 OpenAI executive Fidji Simo is stepping down and shifting into a part-time advisory role, adding another change to the company’s leadership bench.

  • 🔍 A free report names seven lesser known stocks showing the same growth catalysts as mega cap tech but at far more attractive valuations.

  • 🧠 Meta plans to put its own AI chip into production in September as it looks to double computing capacity.

  • 📦 Italy’s postal service is joining the AI infrastructure race, giving one of Europe’s oldest networks a very modern growth angle.

That's our coverage for today; thanks for reading! Reply to this email with feedback or any tech stocks you want me to check out.

Best Regards,
—Noah Zelvis
Tech Stock Insider