Broadcom, Dell, Palo Alto Networks, Lululemon, and Tesla highlight this week’s market calendar with AI earnings and autonomous vehicle updates.

Realty Income (O) stock gains momentum as UBS invests $641M. Q2 revenue reaches $1.55B while the REIT extends its 674-month dividend record. Target: $67.42.

Walmart (WMT) stock has declined 24% from highs on weak Q3 guidance. Q2 EPS beat at $0.81, but growth concerns persist. Is this a buying opportunity?

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Boeing (BA) stock secures new $3B credit facility and extends existing lines to $10B total as engineers vote to strike. Analysts divided on outlook.

Vertiv (VRT) stock rose 18.4% after Q2 earnings crushed estimates. EPS soared 60%, FCF jumped 234%, and analysts project 28% more upside ahead.

MP Materials (MP) stock dropped 4.7% after CEO sold $12.8M in shares. Q2 revenue jumped 89% YoY to $108.49M. Analysts see 39% upside with $78.21 target.

McDonald’s (MCD) stock touches 52-week low at $259.85 amid declining guest counts. Spicy McNuggets return Sept 1 as traffic recovery strategy.

Nvidia (NVDA) stock rises after crushing Q2 earnings with $96.2B revenue and guiding 70% growth for fiscal 2028. Data center sales jumped 117% YoY.

General Motors (GM) announces C$1.1B investment in Canadian plants through Unifor deal as 25% U.S. tariffs threaten to climb to 50% by January 2027.