Bulls, Bears and the Bell | The Capex Conundrum: Palantir Skyrockets 29% as AMD & SpaceX Slide After-Hours

The closing bell has rung on a historic day for Wall Street, but the real drama is unfolding after hours. In this episode of the Bulls, Bears and the Bell podcast, we break down a massive day of record-breaking milestones, geopolitical relief, and a stark division between AI software winners and hardware giants.In This Episode:The Bulls Are Back in Town: The "summer reset" comes to a roaring conclusion as all three major indices surge to new heights. The S&P 500 (+1.80%) notches its 25th record close of 2026, while the Dow Jones (+1.70%) secures its second consecutive all-time high.Palantir's "Otherworldly" Surge: Palantir (PLTR) skyrockets 29.5% after CEO Alex Karp reports stunning 93% revenue growth, proving that AI software monetization is happening right now.The After-Hours Capex Conundrum: Why is Wall Street punishing stellar earnings beats? We examine the "sell-the-news" reactions hitting SpaceX (SPCX)—which slipped 5-8% despite beating revenue expectations in its historic first public quarterly report—and Advanced Micro Devices (AMD), which slid 7-8% as investors balked at skyrocketing AI and infrastructure capital expenditures.The "Bessent Bounce" & Geopolitical Relief: How Treasury Secretary Scott Bessent’s comments regarding a potential Strait of Hormuz reopening sent crude oil down 3%, dropping yields and giving tech stocks a green light to run.Sector Highlights: Caterpillar (CAT) jumps 5.7% on a historic $20 billion sales beat, and McDonald's (MCD) defies inflation pressures to rise 1.7%.Lead Research: Podcast Research TeamSource Data: Dow Jones Market Data, FactSet, Zacks, Investing.comEpisode Keywords: S&P 500, Dow Jones, Nasdaq, Palantir, PLTR, SpaceX, SPCX, AMD, Capital Expenditures, AI Race, Scott Bessent, Oil Prices, Stock Market Podcast, Bulls Bears and the Bell.Tune in for rapid-fire, inside-the-tape analysis on where the smart money is moving next.Enjoyed the show? Hit the follow button on Spotify or your favorite podcast app to never miss a post-market update! 🔔Legal DisclaimerBulls, Bears and the Bell is for informational, educational, and entertainment purposes only. The information, opinions, and analyses presented in this episode are based on market data as of Tuesday, August 4, 2026, and are subject to change without notice. Sources include Dow Jones Market Data, FactSet, Zacks, and Investing.com. Nothing discussed on this podcast constitutes personalized investment, financial, legal, or tax advice. Past performance is not indicative of future results. Always conduct your own research or consult with a licensed financial professional before making any investment decisions.