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Tuesday's ISM Services print caused most stocks to slide, though Palantir (PLTR) shined as a bright spot after posting strong earnings which nearly doubled commercial revenue. However, A.I. names after hours disappointed. AMD Inc. (AMD) and Supermicro (SMCI) both showed weakness in their reports. Marley Kayden takes investors through the day's biggest earnings.

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Rivian (RIVN) 2Q earnings revealed an EPS miss but a slight beat on revenue expectations. The U.S. EV company produced just 5.9k vehicles in its 2Q, with deliveries of 10.6k. David Nicholson joins Marley Kayden to dive into the report from Rivian. He says the company needs to show how it competes in the global market, not just the U.S. market.

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Arista Networks (ANET) kicks off a busy postmarket earnings slate. George Tsilis and Dan Grant join Marley Kayden to dive into the latest quarterly figures. ANET shares skyrocketed higher after a top and bottom line beat in its 2Q report. Meanwhile, Supermicro (SMCI) missed estimates which sent shares spiraling lower. George says the company's lowered guidance was "a pretty significant cut." Then, a volatile move from AMD Inc. (AMD) after a mixed bag from the chipmaker. George says the segment breakdown is key to AMD's earnings picture.

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Tuesday's ISM Services print shows signs that the economy is slowing, according to Charles Schwab's Joe Mazzola. While he's impressed with how the markets recovered off the session lows, there's concern the SPX will hold or sink below 6,300 if weakness persists. Joe talks about how the data signals a shift away from optimism. He later touches on the role A.I. capex plays in market moves ahead.

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Robert Yawger says crude oil has a lot of things against it right now, including the end of summer driving season and OPEC+ adding to its output. “It’s going to be very difficult for this to rally.” He also notes that the U.S. is having trouble exporting oil because of its higher prices, further boosting U.S. supply. He discusses his scenarios for $70/barrel and $60/barrel.

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"Palantir (PLTR) crushed it" in earnings, says Steven E. Orr. He notes bullish commentary from CEO Alex Karp suggesting much more room to run in the commercial space despite the 93% commercial revenue growth year-over-year. However, Steven questions whether the company can execute on all of its expansive contracts.

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Henry Schuck, CEO of ZoomInfo (GTM), joins Market On Close to discuss the company after its latest earnings. ZoomInfo is a software and data company helping businesses find and keep customers. Despite beating on earnings, a buyback program, and revising their outlook to positive growth for the year, the stock is down today. He calls his company “the best asset from an M&A perspective” and thinks shares should be trading higher. Henry also talks some of their AI products and use cases.

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Andrew Almeida thinks a market correction would be “healthy” and “wouldn’t scare us.” He is bullish long-term, citing Mag 7 capex spending booms. He says a rate cut in September would be “great” but isn’t terribly concerned about the latest jobs report and downwards revisions. He argues that the data reflects corporations pausing hiring due to tariff uncertainty and that it will pick up again into the end of the year.

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“The biggest story of 2025 right now…demand.” Elizabeth Hart breaks down trends in the real estate market. Office demand is normalizing and many buyers are looking for bigger spaces, she says, citing an increase in back-to-office policies. Stable job growth is driving higher demand than she expected, but she’s waiting a few months to see if the trend continues. However, she thinks the ‘Big Beautiful Bill’ has balanced out higher rates, allowing for demand to continue in the second half of the year.

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Greg Martin sees AMD Inc. (AMD) earnings as the "bellwether" for other A.I. companies, even Nvidia (NVDA). A ramp up in hyperscaler capex gives him confidence that the A.I. company can draw in a stronger revenue stream. CFRA's Angelo Zino makes the case that AMD is setting up for a "bigger 2026 story." The key headwind it faces is China and how chip export restrictions can lead to bleeding on the balance sheet.

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