Shopify Soars 18% While Disney and Uber Also Beat: 3 Stocks to Watch

Everyone on X and YouTube was busy crying about $SPCX falling 11% on AI capex fears. Meanwhile, three other tickers had absolutely monstrous days and barely got a mention at the after-party. Let's fix that.

$SHOP surged nearly 18% on August 5th, which is the kind of move that makes you check if you misread the chart. Bloomberg's coverage noted the stock was among the biggest movers in the session, yet YouTube finance channels spent their morning segments dissecting SpaceX's negative free cash flow instead. Shopify's move signals real consumer spending resilience, which pairs interestingly with the ADP private payrolls miss of just 44,000 jobs versus the 75,000 estimate. Weak jobs, strong e-commerce. The consumer is complicated.

$DIS delivered adjusted EPS of $2.60, beating estimates by 20 cents, with the Experiences division posting 20% operating income growth versus a consensus expectation of 10.5%. Full-year EPS guidance came in at roughly 16% growth, ahead of analyst estimates of 14.9%. The streaming and parks combo is genuinely working, and CEO Josh D'Amaro quietly took over from Bob Iger in March and has not put a foot wrong yet. The bear case here is thinner than it looks: Disney is selling its A+E stake for $1.2 billion, earmarked for buybacks, and signed a new TikTok deal. Hard to argue with that capital allocation.

$UBER posted EPS of $1.17 versus estimates of $0.81, a 44% beat that marks its first earnings win in three quarters. Gross bookings hit $58 billion, topping estimates, with CEO Dara Khosrowshahi specifically noting no signs of consumer trade-down behavior and driver earnings per utilized hour up 8% year-over-year. The revenue miss of $14.19B versus the $14.24B estimate was entirely due to a UK accounting change, not business weakness. X sentiment on Uber has been cautiously positive, which in 2026 basically means the stock is underowned.

The bigger picture here is an earnings season where 86% of S&P companies are beating EPS estimates, per CNBC's midday coverage, yet retail investors are fixated on the dramatic stories. SpaceX's AI capex drama is real and worth watching. But Shopify at plus-18%, Disney raising guidance, and Uber finally beating again? That's three separate reasons the S&P hit record highs for a fifth straight session. Sometimes the boring trifecta is the whole game.