AppLovin Crushed. Underground Drug Stock Pops. Jobs at 8:30.

APP sold 53% growth. Underground biotech ripped. IOVA hit $99M. WDC beat and dropped. July payrolls Friday. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  

August 7, 2026 1 YOUR TECHNOLOGY APP · -20% air pocket AppLovin Grew 53%. The Stock Still Got Crushed. Revenue hit about $1.92 billion, up 53%, with $3.76 EPS and fat mid-80s margins. A slight top-line miss and in-line Q3 guide still sparked a roughly 20% washout. Here's What We Uncovered › 2 YOUR PORTFOLIO INSM · +30% Groundbreaking Drug Launch Just Lit Up This Underground Stock Q2 revenue printed about $425.5 million as BRINSUPRI hit $309.2 million. Full-year BRINSUPRI guidance jumped to $1.25B-$1.40B, and shares ripped near 30%. See Why the Raise Hit So Hard › 3 YOUR MARKET SpaceX Update You will NOT believe what Elon Musk is doing next. Sponsored Hidden inside the SpaceX S-1 is the master plan for his next big disruption. It could transform the world... rewrite the rules of AI... And create the most valuable company ever built. Rob Spivey's institutional research is followed by professionals at Goldman Sachs, JPMorgan Chase, BlackRock, and Fidelity... And this is the AI story no one's talking about... Yet. P.S. He's giving away the name and ticker of the #1 stock at the center of this story completely free. No credit card required. Click here for the full story. › 4 YOUR PORTFOLIO IOVA · $99.3M Iovance Just Printed a Record $99 Million Quarter. Product revenue hit about $99.3 million, up 66% year over year, with Amtagvi near $91 million and record 56% gross margin. Full-year guidance is under review. Here's What We Found › 5 YOUR TECHNOLOGY WDC · beat / sold Western Digital Beat. The Stock Still Got Thrown Out. Fiscal Q4 revenue near $3.75 billion and adjusted EPS of $3.56 both cleared estimates. The AI-storage multiple still sold the print hard after the release. See Why the Beat Got Sold › 6 YOUR ECONOMY NFP · 8:30 a.m. ET July Jobs Hit at 8:30. Here Is What Actually Matters. Friday's Employment Situation is the week's macro hinge after June's soft 57,000 payroll print. Watch unemployment, wages, and revisions, not just the headline. See the Decision Tree › 7 YOUR MARKET Breaking AI Alert Chaikin: "A Dramatic Acceleration in AI Will Cleave the Stock Market in Two This Summer" Sponsored Marc Chaikin, the 60-Year Wall Street legend who called Nvidia before it soared 45,000%, says a dramatic shift in AI is unfolding right now behind locked doors in Silicon Valley. As AI wakes up and gains free will, Marc has prepared a FREE investment playbook specifically for this moment in history - including a backdoor, pre-IPO way into Anthropic before they go public. All the details are FREE right here... › OFF THE BRIEF AppLovin Q2 revenue hit about $1.92B, up 53% year over year, with diluted EPS near $3.76 and Q3 revenue guided to $2.055B-$2.085B. Insmed raised 2026 BRINSUPRI guidance to $1.25B-$1.40B after Q2 revenue of about $425.5M and BRINSUPRI sales near $309.2M. Iovance posted record ~$99.3M product revenue, with U.S. Amtagvi near $91M and gross margin at a record 56%. July Employment Situation prints Friday at 8:30 a.m. ET after June nonfarm payrolls of 57,000 and still-low weekly claims near 199,000. FREE REPORT Report of the Week: Available NOW The Crypto Report Nobody Wants You To Read A straight-talk look at the crypto trade Wall Street still treats like a side show. Claim the free report while this week's link is live. Claim This Week's Free Report › This email is for education purposes only and should not be considered personalized financial advice. All investments contain risk and nothing written here should make you believe otherwise. You can contact us at First Light Financial, 1001 Cathedral St Baltimore, MD 21201, by calling 866-616-2166 or visit us online. You are receiving this e-mail at fromworksmart.jewelry@blogger.com, as part of your subscription to Money Morning. No longer interested? Unsubscribe. © 2026 Money Morning.  A First Light Financial, LLC publication. Protected by copyright laws of the United States and international treaties. All Rights Reserved.