Jul 22, 2026 · 5 min
Super Micro and AT&T rally pre-market while GE Vernova slips
Super Micro and AT&T Gain; GE Veronva Lower
Pre-market stock movements reveal how investors are balancing strong corporate backlogs against persistent sector-specific weaknesses.
- 1Super Micro Computer surged on strong preliminary results and a record backlog.
- 2AT&T outperformed expectations with a key subscriber beat in its latest earnings report.
- 3GE Vernova slipped despite raising its revenue outlook due to ongoing weakness in its wind unit.
Don't miss
GE Vernova shares falling despite a raised revenue outlook, highlighting investor sensitivity to its struggling wind unit.
The brief
Tech and telecom earnings are driving pre-market action as investors look for signs of demand. Hosts Nathan Hager and Emily Graffeo break down the early winners and losers ahead of upcoming big tech earnings.
Super Micro Computer is leading the pack with strong preliminary results and a record backlog, while AT&T posted a subscriber beat. Rocket Lab also gained ground after securing a new defense contract with the United States Air Force.
In contrast, GE Vernova shares slipped despite a raised revenue outlook. After a massive year-to-date rally, investors reacted coolly to persistent weakness in the energy company's wind power unit.
What was said on this episode
4 statements · 4 positive
Super Micro Computer is making progress selling more profitable products.
“a sign the IT company is making progress selling more profitable products”
Listen at 1:33
AT&T added more monthly wireless subscribers than analysts expected.
“The mobile carrier added more monthly wireless phone subscribers than analysts expected.”
Listen at 2:05
AT&T adjusted quarterly EPS beat estimates at 65 cents.
“Adjusted EPS for AT&T also beat estimates 65 cents for the quarter.”
Listen at 2:20
Rocket Lab received a U.S. Air Force contract worth up to $266 million.
“the company was awarded a US Air Force contract valued at up to $266 million”
Listen at 3:21
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
AT&T Inc.
GE Vernova
United States Armed ForcesBooks & mentions
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