fast-food legacy vs upstart · 3y
$10K invested in each — worth today:
CAVA$16.8K1.7×
MCD$10.0K1.0×

Three years of owning McDonald's turned $10,000 into $10,043, while the same money in Cava is worth $16,762. The gap is $6,719, and Cava got there with swings of 40% or more in both directions.

XOMExxon Mobil
Dividend raised$1.03ex-date 2026-08-17 · 2.55% yield · 26 yrs paying · +4% YoY

Exxon Mobil raised its quarterly payout 4% to $1.03 a share, extending a 26-year run of dividends through every oil cycle since 2000. Buy after today's ex-date and you wait a full quarter for the $4.12 annual rate.

IPO TERMS REVISED
Varsal Tech, Inc.VAT · NYSE American
$5–$6 / share$16.5M raise3,000,000 shares

Varsal Tech sets $5-$6 range for $16.5M NYSE American IPO

Varsal Tech's third S-1 amendment locks in a $5 to $6 range on 3 million shares, a $16.5 million raise that puts pricing within reach on NYSE American. R.F. Lafferty & Co. is running the deal, so float will be thin enough that early trading swings hard either way.

Source: SEC filing

Cramer's read: when even blockbuster AI numbers can't lift tech, oil and bond yields are running the market.

Amazing that the Anthropic numbers couldn't save tech from oil-bonds
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FNFabrinet
Q4 2026
EPS
$4.10
est $3.81+7.5%
Revenue
$1.32B
est $1.28B+3.2%

AI optical demand pushed Fabrinet's quarterly revenue up 45% year over year to a record, its fifth straight quarter beating expectations. Guidance for the September quarter calls for $1.375 billion to $1.425 billion in revenue and non-GAAP EPS of $4.10 to $4.25, so the acceleration is not slowing yet.

Quarterly EPS — reported vs estimate
Biggest movers · At the close
  • SNDKSanDisk$1,773.38+8.1%
  • COHRCoherent$351.61+7.9%
  • FNFabrinet$596.63+4.6%
  • DOCNDigitalOcean$135.86+4.6%
  • FUTUFutu Holdings$109.67+4.2%
  • CLOVClover Health$4.25-7.7%
  • TTDTrade Desk$13.39-5.3%
  • SOUNSoundHound AI$7.06-5.0%
  • OPENOpendoor Technologies$3.48-4.4%
  • LMNDLemonade$50.33-4.4%

Nearly 16 points separated the best and worst names in a 110-stock board at Monday's close, with SanDisk up 8% at $1,773 and Clover Health down almost 8%. Hardware led, small-cap growth lagged.

CLOSING BELL
U.S. Markets
  • S&P 500-0.47%
  • Dow Jones Industrial Average-0.46%
  • Nasdaq Composite-0.26%

Selling was broad, with the Dow dropping 244 points and only tech cushioning the damage. Traders are repricing September Fed odds while oil keeps climbing, so the next inflation reading now carries more weight than any earnings on the calendar.

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