According to CNBC, SpaceX fell 11% after releasing its first quarterly report since going public in June. The Elon Musk-led company reported second-quarter capital expenditures of $18.37 billion, largely driven by artificial intelligence and up 550% from a year earlier. Revenue reached $7.81 billion, topping an LSEG consensus of $6.93 billion, while it lost 9 cents per share. AMD plunged 8.5% after second-quarter results failed to impress; it earned an adjusted $1.66 per share on revenue of $11.54 billion, slightly ahead of estimates, with third-quarter revenue guidance about in line at $13 billion. Eli Lilly jumped more than 6.5% after beating on earnings and revenue and raising its full-year 2026 revenue guidance amid surging demand for weight-loss drug Zepbound and diabetes treatment Mounjaro. Disney rose more than 3% on a mixed fiscal third quarter, as earnings beat but revenue missed slightly and experiences revenue climbed 10%. Arista Networks gained 12% on a second-quarter beat, posting adjusted earnings of $1.02 per share on revenue of $3.04 billion. Booking Holdings advanced more than 7% after gross bookings of $51 billion topped estimates. Wynn Resorts and CVS Health each rose on earnings beats, with CVS lifting its 2026 adjusted EPS guidance to $7.90 to $8.10. Kratos Defense & Security Solutions climbed 10% on broad revenue beats. Circle Internet Group gained more than 5% after naming initial partners for its Arc blockchain and doubling its full-year other revenue guidance midpoint to $320 million. Uber Technologies fell 3% on soft third-quarter guidance, while Pinterest slid nearly 9% and Teradata slumped 13% on weak guidance. DaVita dropped over 5.5% despite a beat, and Flutter Entertainment fell more than 5% after CEO Peter Jackson's planned departure and lowered full-year revenue guidance.