SpaceX fell 11% after releasing its first quarterly report since going public in June, with capital expenditures of $18.37 billion in the second quarter, up 550% year-over-year, and revenue of $7.81 billion. Eli Lilly jumped more than 6.5% after beating second-quarter estimates and raised its 2026 revenue guidance, driven by surging demand for its weight loss drug Zepbound and diabetes treatment Mounjaro. Chipmaker AMD plunged 8.5% despite adjusted earnings of $1.66 per share on revenue of $11.54 billion. Arista Networks gained 12% after second-quarter results surpassed estimates with adjusted EPS of $1.02 and revenue of $3.04 billion. Disney rose more than 3% despite a mixed fiscal third quarter, with earnings per share beating expectations while revenue slightly missed.
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