(https://www.cnbc.com/2026/08/03/palantir-pltr-earnings-q2-2026.html), (https://www.cnbc.com/2026/08/03/snap-q2-earnings-report-2026.html) — the tech tape is hot. But [25 states just sued](https://www.cnbc.com/2026/08/03/trump-tariffs-25-states-lawsuit-supreme-court.html) over the latest tariff sweep, and that's the structural ceiling nobody's pricing in. Earnings beats are backward-looking.

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