Latest / The QuantAlpha Briefing
Aug 5 — Equities rally, SpaceX earnings, Boeing certified
• US stocks surged Tuesday — Nasdaq +2.5%, S&P and Dow each +~1.75% — driven by strong earnings including Palantir and easing oil below $76 a barrel. • SpaceX posted its first-ever quarterly results well above expectations on Starlink and compute deals, while Boeing jumped 8% after the FAA certified the 737 MAX-7 after nearly a decade of review. • Coldcard's firmware vulnerability has confirmed losses of up to $130M across thousands of addresses, while Stripe is reportedly in talks to acquire AI routing startup OpenRouter for ~$10B.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.