4 days ago
Nvidia (NVDA) closed out the week on a hot streak, climbing more than 10% as concerns over the broader AI trade seemed to subside for the time being.
The Philadelphia Semiconductor Index (^SOX) also rose for the week, rising more than 8% over the last five trading days.
Semis took a bruising in the prior week over fears about the ongoing AI build-out and whether the companies' lofty valuations were supported by their fundamentals, but they recovered as traders turned more positive on the sector.
Nvidia also got a boost from ******* eX (SPCX) when Elon Musk announced during the company's first earnings call on Tuesday that the rocket firm would build data centers both on Earth and in ******* e exclusively using Nvidia's chips.
Musk said he would pack data centers on the ground using Nvidia's Vera Rubin-based NVL72 rackscale system and launch modified versions of the rack into orbit around Earth.
#NVIDIA #musk #earth #nvda
The Philadelphia Semiconductor Index (^SOX) also rose for the week, rising more than 8% over the last five trading days.
Semis took a bruising in the prior week over fears about the ongoing AI build-out and whether the companies' lofty valuations were supported by their fundamentals, but they recovered as traders turned more positive on the sector.
Nvidia also got a boost from ******* eX (SPCX) when Elon Musk announced during the company's first earnings call on Tuesday that the rocket firm would build data centers both on Earth and in ******* e exclusively using Nvidia's chips.
Musk said he would pack data centers on the ground using Nvidia's Vera Rubin-based NVL72 rackscale system and launch modified versions of the rack into orbit around Earth.
#NVIDIA #musk #earth #nvda
6 days ago
Real-world ****** et (RWA) deposits across DeFi lending platforms and decentralized exchanges more than tripled from $2.3 billion to $7.4 billion over the past year, even as total DeFi deposits fell about 15%, according to a new report from CoinShares and Token Terminal.
Spot trading volumes for tokenized ****** ets on decentralized exchanges increased 220% year over year, while crypto-native DEX volumes declined roughly 70%, per the report.
Products such as tokenized Treasury funds, multi-strategy funds and private credit account for most RWA deposits, as investors seek ****** ets that continue generating income while being used as collateral.
More From Cryptoprowl:
Ramp Network Brings Multichain Wallet and Rewards to EU
#year #Decentralized #assets
Spot trading volumes for tokenized ****** ets on decentralized exchanges increased 220% year over year, while crypto-native DEX volumes declined roughly 70%, per the report.
Products such as tokenized Treasury funds, multi-strategy funds and private credit account for most RWA deposits, as investors seek ****** ets that continue generating income while being used as collateral.
More From Cryptoprowl:
Ramp Network Brings Multichain Wallet and Rewards to EU
#year #Decentralized #assets
8 days ago
For most of the last two decades, the anxiety in power planning was about demand: would consumption grow fast enough to justify new capacity, and how would an aging fleet keep pace? That question has inverted. Demand is no longer the uncertain variable—it is the one thing forecasters are confident about. The uncertainty now sits on the supply side: whether the workforce, the equipment, and the political and economic conditions needed to build and run generation can keep up with a demand curve that is accelerating for the first time in a generation.The International Energy Agency (IEA) put a number on the demand side in its Electricity 2026 report, projecting that global electricity demand will grow by an average of 3.6% per year through 2030, roughly 50% faster than the average over the previous decade, driven by industrial electrification, electric vehicles, air conditioning, and data centers. For the first time in three decades outside of a crisis period, electricity demand has begun to grow faster than the global economy itself. The demand is coming. The open question is deliverability.That framing—supply-side constraints as the binding risk—runs through recent research from Verdantix, a UK-based **** yst firm whose Industrial Dislocation Index scores nine major economies on how far their operating conditions have diverged from their own 30-year norms. For power generation specifically, Verdantix identifies four factors that carry disproportionate weight: politics, geo-economic friction, energy prices, and production inputs.
The clearest signal in the Verdantix data for a power audience is the energy sub-index, which scores each country on how far its energy position has moved from its own historical baseline. The spread is wide. The U.S. sits at the resilient end, with the lowest energy-dislocation score in the study at 1.83, a reflection of its position as a net exporter of natural gas, crude, and coal, with electricity and fuel costs below the global average. At the other end is the UK, at 7.33, the highest in the study—a measure of how sharply its energy position has diverged from what UK industry was historically built around. Germany (5.67) and France (5.50) sit high as well; **** an (4.50), India (3.50), China (3.17), Saudi Arabia (3.00), and Canada (2.67) fall in between.What that gap looks like on the ground varies by market, and Verdantix's country profiles fill it in. The UK's high score traces to underinvestment in nuclear, the grid-modernization costs of shifting to decentralized renewables, and windfall taxes on oil and gas—a combination severe enough that Verdantix notes chemical producers citing UK energy costs as a reason to pull back operations. France is Europe's largest net electricity exporter thanks to its nuclear fleet, but that same concentration is a vulnerability: recent questions about the quality of French reactor maintenance, Verdantix observes, show how quickly a strength can turn into a present-day problem. ****
The clearest signal in the Verdantix data for a power audience is the energy sub-index, which scores each country on how far its energy position has moved from its own historical baseline. The spread is wide. The U.S. sits at the resilient end, with the lowest energy-dislocation score in the study at 1.83, a reflection of its position as a net exporter of natural gas, crude, and coal, with electricity and fuel costs below the global average. At the other end is the UK, at 7.33, the highest in the study—a measure of how sharply its energy position has diverged from what UK industry was historically built around. Germany (5.67) and France (5.50) sit high as well; **** an (4.50), India (3.50), China (3.17), Saudi Arabia (3.00), and Canada (2.67) fall in between.What that gap looks like on the ground varies by market, and Verdantix's country profiles fill it in. The UK's high score traces to underinvestment in nuclear, the grid-modernization costs of shifting to decentralized renewables, and windfall taxes on oil and gas—a combination severe enough that Verdantix notes chemical producers citing UK energy costs as a reason to pull back operations. France is Europe's largest net electricity exporter thanks to its nuclear fleet, but that same concentration is a vulnerability: recent questions about the quality of French reactor maintenance, Verdantix observes, show how quickly a strength can turn into a present-day problem. ****
9 days ago
A version of this article was previously published on TKer.co.
In a podcast taped in June, Sparkline Capital's Kai Wu spoke with NYU Professor Aswath Damodaran about ****** eX and how to value such a company.
At the time, Damodaran, aka "The Dean of Valuation," had concluded that ****** eX was worth about $1.3 trillion, significantly below the $1.77 trillion valuation set at its IPO. (As of Friday, ****** eX was worth about $1.4 trillion.)
The conversation is interesting and wonky. If you want to nerd out a little, check it out on Spotify, Apple Podcasts, or YouTube.
While they focused on ****** eX, I thought Damodaran had some great quotes that spoke to the challenges of valuing any company.
#SpaceX #valuation #company
In a podcast taped in June, Sparkline Capital's Kai Wu spoke with NYU Professor Aswath Damodaran about ****** eX and how to value such a company.
At the time, Damodaran, aka "The Dean of Valuation," had concluded that ****** eX was worth about $1.3 trillion, significantly below the $1.77 trillion valuation set at its IPO. (As of Friday, ****** eX was worth about $1.4 trillion.)
The conversation is interesting and wonky. If you want to nerd out a little, check it out on Spotify, Apple Podcasts, or YouTube.
While they focused on ****** eX, I thought Damodaran had some great quotes that spoke to the challenges of valuing any company.
#SpaceX #valuation #company
12 days ago
The North American automotive industry is facing a dramatic change in the operational environment this year, which is marked by increased financing barriers and ongoing consumer price sensitivity. Since average auto loan interest rates are still more than 8%, consumers are delaying expensive discretionary upgrades, extending payment terms, and challenging aggressive price hikes. Legacy OEMs have been forced to give up unrestricted EV capital expenditure targets because of the sharp slowdown amid an overall shift to electric vehicles. That said, not every auto manufacturer is performing on the same level, with General Motors Co (NYSE:GM) and Ford Motor Company (NYSE:F) serving as a case study on these dynamics.
General Motors Co (NYSE:GM) produced an exceptional second-quarter performance that showed impressive operational discipline in the face of this demanding macroenvironment. Strong pricing power and unit volume across its high-margin full-sized pickup and SUV categories, such as the GMC Sierra and Chevrolet Tahoe, drove GM's $48 billion quarterly revenue. Due to this legacy strength, North American operating margins reached 8.6%, which boosted adjusted earnings per share to $3.57 and resulted in a 41% year-over-year increase, significantly above Wall Street estimates.
Importantly, General Motors Co (NYSE:GM) showed that its multibillion-dollar effort to streamline its EV division and properly size battery joint ventures is producing immediate financial results, allowing executive leadership to raise full-year adjusted operating income (EBIT) guidance to between $14 billion and $16 billion.
Meanwhile, Ford Motor Company (NYSE:F) had a much more divided operating narrative. Despite exceeding consensus estimates with adjusted earnings per share of $0.42 and matching GM on top-line revenue at $48 billion, underlying segment performance revealed ongoing structural friction. Due to enterprise fleet demand and high-margin software subscriptions, Ford Pro, the company's commercial branch, continued to be a high-margin cash engine. However, the company's electric vehicle division, Model e, recorded a sharp $1.26 billion quarterly operational loss, severely undermining these gains.
Based on a comparative valuation ******* ysis, here is a clear disparity between market price and operational execution. General Motors Co (NYSE:GM) carries an EV/EBITDA multiple of 12.01x and a discounted forward price-to-earnings ratio of 5.96x. In comparison, while experiencing significant margin pressure from its Model E division and ******* embly delays, Ford Motor Company (NYSE:F) trades at a higher forward P/E of 7.88x and an increased EV/EBITDA multiple of 19.76x.
#NYSE #ford #billion #price
General Motors Co (NYSE:GM) produced an exceptional second-quarter performance that showed impressive operational discipline in the face of this demanding macroenvironment. Strong pricing power and unit volume across its high-margin full-sized pickup and SUV categories, such as the GMC Sierra and Chevrolet Tahoe, drove GM's $48 billion quarterly revenue. Due to this legacy strength, North American operating margins reached 8.6%, which boosted adjusted earnings per share to $3.57 and resulted in a 41% year-over-year increase, significantly above Wall Street estimates.
Importantly, General Motors Co (NYSE:GM) showed that its multibillion-dollar effort to streamline its EV division and properly size battery joint ventures is producing immediate financial results, allowing executive leadership to raise full-year adjusted operating income (EBIT) guidance to between $14 billion and $16 billion.
Meanwhile, Ford Motor Company (NYSE:F) had a much more divided operating narrative. Despite exceeding consensus estimates with adjusted earnings per share of $0.42 and matching GM on top-line revenue at $48 billion, underlying segment performance revealed ongoing structural friction. Due to enterprise fleet demand and high-margin software subscriptions, Ford Pro, the company's commercial branch, continued to be a high-margin cash engine. However, the company's electric vehicle division, Model e, recorded a sharp $1.26 billion quarterly operational loss, severely undermining these gains.
Based on a comparative valuation ******* ysis, here is a clear disparity between market price and operational execution. General Motors Co (NYSE:GM) carries an EV/EBITDA multiple of 12.01x and a discounted forward price-to-earnings ratio of 5.96x. In comparison, while experiencing significant margin pressure from its Model E division and ******* embly delays, Ford Motor Company (NYSE:F) trades at a higher forward P/E of 7.88x and an increased EV/EBITDA multiple of 19.76x.
#NYSE #ford #billion #price
13 days ago
Uber Technologies, Inc. (UBER), headquartered in San Francisco, California, develops and operates proprietary technology applications and provides ride-hailing services. Valued at $144 billion by market cap, the company develops applications for road transportation, navigation, ride-sharing, and payment processing solutions.
Shares of this ride-hailing giant have underperformed the broader market considerably over the past year. UBER has declined 21.9% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 16.3%. In 2026, UBER's stock fell 13.4%, compared to the SPX's 8.5% rise on a YTD basis.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Nasdaq Futures Plunge as Chip Selloff Rages On, FOMC Meeting and Earnings on Tap
Ahead of Microsoft Earnings, Here's What Barchart Data Says Comes Next for MSFT Stock
#develops #market #broader
Shares of this ride-hailing giant have underperformed the broader market considerably over the past year. UBER has declined 21.9% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 16.3%. In 2026, UBER's stock fell 13.4%, compared to the SPX's 8.5% rise on a YTD basis.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Nasdaq Futures Plunge as Chip Selloff Rages On, FOMC Meeting and Earnings on Tap
Ahead of Microsoft Earnings, Here's What Barchart Data Says Comes Next for MSFT Stock
#develops #market #broader
15 days ago
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
Billionaire Mark Cuban reveals how the nation's wealthiest can send the elevator back down and help Americans at every income level build wealth.
In a recent interview with Sarah McCammon on the "What It Takes" podcast, Cuban shared his views on AI, healthcare, and income inequality in America. The former "Shark Tank" investor, who, according to the Bloomberg Billionaire Index, has a net worth of $10.2 billion, said that one of the best ways to tackle income inequality is to give employees company stock.
"I would like to see it so that every single CEO/founder/entrepreneur does what I did, which was to give equity to every single employee," said Cuban. "Every company I've ever sold, I've given money to every single employee. Every time."
Read more: How much money is considered rich?
#cuban #single
Billionaire Mark Cuban reveals how the nation's wealthiest can send the elevator back down and help Americans at every income level build wealth.
In a recent interview with Sarah McCammon on the "What It Takes" podcast, Cuban shared his views on AI, healthcare, and income inequality in America. The former "Shark Tank" investor, who, according to the Bloomberg Billionaire Index, has a net worth of $10.2 billion, said that one of the best ways to tackle income inequality is to give employees company stock.
"I would like to see it so that every single CEO/founder/entrepreneur does what I did, which was to give equity to every single employee," said Cuban. "Every company I've ever sold, I've given money to every single employee. Every time."
Read more: How much money is considered rich?
#cuban #single
15 days ago
The Boston Beer Company, Inc. (NYSE:SAM) reported its second-quarter financial results on July 23, delivering a modest upside on earnings per share despite ongoing top-line volume pressures. The company reported GAAP diluted EPS of $4.96, topping Wall Street consensus estimates of $4.83, while non-GAAP diluted EPS came in at $3.65. The EPS beat was primarily driven by gross margin expansion, reaching 50.4%, up 60 basis points year-over-year, and a $1.31 per-share after-tax benefit from a favorable adjustment in supplier litigation.
The company's net revenue for the quarter was roughly in line with expectations at $568.3 million, down 3.3% year-over-year. Depletions fell 6%, which, while negative, came in better than the Street's fear of a 9% decline. Shipment volume was approximately 2.0 million barrels, down 4.5%. Crucially, management maintained its full-year non-GAAP EPS guidance of $8.50 to $10.50.
Following the report, Wall Street ******* ysts adjusted their outlooks. On July 24, Roth Capital lowered its price target on Boston Beer to $295 from $315 while keeping a Buy rating on the shares. The firm noted that while major components of guidance were unchanged, commentary on the earnings call suggested that if current trends persist, full-year results would land toward the lower end of the guided range. On the same day, Deutsche Bank lowered its price target to $176 from $187 and maintained a Hold rating on the shares.
This mix of resilient operational execution and volume headwinds brings up a key question: Is The Boston Beer Company, Inc. (NYSE:SAM)'s margin recovery and balance sheet strength enough to navigate persistent category challenges?
Optimistic investors emphasize Boston Beer's low leverage and durable financial flexibility as foundational strengths. With minimal debt, $265.5 million in cash, and a sizable equity base, the company maintains the financial headroom to fund working capital, capital expenditures, and share repurchases. This strong balance sheet allows Boston Beer to absorb macroeconomic shocks, tariffs, or litigation without forced deleveraging, preserving strategic optionality over both short- and long-term horizons.
#boston #capital #volume #million
The company's net revenue for the quarter was roughly in line with expectations at $568.3 million, down 3.3% year-over-year. Depletions fell 6%, which, while negative, came in better than the Street's fear of a 9% decline. Shipment volume was approximately 2.0 million barrels, down 4.5%. Crucially, management maintained its full-year non-GAAP EPS guidance of $8.50 to $10.50.
Following the report, Wall Street ******* ysts adjusted their outlooks. On July 24, Roth Capital lowered its price target on Boston Beer to $295 from $315 while keeping a Buy rating on the shares. The firm noted that while major components of guidance were unchanged, commentary on the earnings call suggested that if current trends persist, full-year results would land toward the lower end of the guided range. On the same day, Deutsche Bank lowered its price target to $176 from $187 and maintained a Hold rating on the shares.
This mix of resilient operational execution and volume headwinds brings up a key question: Is The Boston Beer Company, Inc. (NYSE:SAM)'s margin recovery and balance sheet strength enough to navigate persistent category challenges?
Optimistic investors emphasize Boston Beer's low leverage and durable financial flexibility as foundational strengths. With minimal debt, $265.5 million in cash, and a sizable equity base, the company maintains the financial headroom to fund working capital, capital expenditures, and share repurchases. This strong balance sheet allows Boston Beer to absorb macroeconomic shocks, tariffs, or litigation without forced deleveraging, preserving strategic optionality over both short- and long-term horizons.
#boston #capital #volume #million
20 days ago
Lucid burned $3.8B in free cash flow against $1.35B in revenue in 2025, while Rivian's cash reserves shrank from $4.81B to $2.85B.
Stellantis posted a $22.33B net loss for FY2025 as CEO Filosa admitted the company over-estimated the pace of the energy transition.
Tesla leads with a $1.4T market cap, but Q4 2025 deliveries fell 16% and prediction markets heavily doubt its near-term robotaxi and Optimus timelines.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Tesla didn't make the cut. Grab the names FREE today.
Morning Brew Daily's July segment framed the U.S. electric vehicle industry in stark terms. They argued that Lucid (NASDAQ: LCID), once valued at $91 billion, is now worth just $2.87 billion, while Rivian (NASDAQ: RIVN) has fallen from a peak near $150 billion to roughly $25 billion. The guest **** yst on the show argued that both pure-play startups are "one boardroom decision at another company away" from collapse, and that neither company is expected to turn cash flow positive before 2030. The numbers back the framing.
#cash #free #flow
Stellantis posted a $22.33B net loss for FY2025 as CEO Filosa admitted the company over-estimated the pace of the energy transition.
Tesla leads with a $1.4T market cap, but Q4 2025 deliveries fell 16% and prediction markets heavily doubt its near-term robotaxi and Optimus timelines.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Tesla didn't make the cut. Grab the names FREE today.
Morning Brew Daily's July segment framed the U.S. electric vehicle industry in stark terms. They argued that Lucid (NASDAQ: LCID), once valued at $91 billion, is now worth just $2.87 billion, while Rivian (NASDAQ: RIVN) has fallen from a peak near $150 billion to roughly $25 billion. The guest **** yst on the show argued that both pure-play startups are "one boardroom decision at another company away" from collapse, and that neither company is expected to turn cash flow positive before 2030. The numbers back the framing.
#cash #free #flow
26 days ago
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
You may have heard that you need a 20% down payment to buy a home, but that isn't the case. In reality, many types of mortgage loans allow for a lot less. One of the most common low-down-payment options is the 3%-down conventional loan, which allows you to put down just 3% of the purchase price when taking out a mortgage.
MORE: See our top picks for mortgage lenders accepting low or no down payments.
The 3%-down mortgage is a type of conventional loan called a conforming loan. These are offered by private mortgage lenders, but their rules are set by Fannie Mae and Freddie Mac — the government-sponsored enterprises (GSEs) that keep money flowing into the mortgage market by purchasing loans and selling them later on to investors.
Conventional loans are offered by most mortgage lenders and are the most common type of mortgage in the U.S. According to Home Mortgage Disclosure Data, they accounted for roughly 9.2 million of the 12.2 million mortgage loans issued in 2024.
You may have heard that you need a 20% down payment to buy a home, but that isn't the case. In reality, many types of mortgage loans allow for a lot less. One of the most common low-down-payment options is the 3%-down conventional loan, which allows you to put down just 3% of the purchase price when taking out a mortgage.
MORE: See our top picks for mortgage lenders accepting low or no down payments.
The 3%-down mortgage is a type of conventional loan called a conforming loan. These are offered by private mortgage lenders, but their rules are set by Fannie Mae and Freddie Mac — the government-sponsored enterprises (GSEs) that keep money flowing into the mortgage market by purchasing loans and selling them later on to investors.
Conventional loans are offered by most mortgage lenders and are the most common type of mortgage in the U.S. According to Home Mortgage Disclosure Data, they accounted for roughly 9.2 million of the 12.2 million mortgage loans issued in 2024.
27 days ago
Artificial intelligence has become the office's newest power tool. But when every employee starts reaching for it, someone eventually has to pay the bill.
Venture capitalist and Social Capital founder Chamath Palihapitiya believes many companies are about to discover just how expensive that bill has become. Speaking to CNBC on July 14, he said executives may have far less visibility into AI spending than they think, thanks to a growing trend known as "tokenmaxxing"—the heavy use of AI models across an organization.
Elon Musk Dubs Him 'Scam Altman' Not Sam — Then Altman Clapped Back: 'Homeboy You're The One Selling ***** e Datacenters'
Oracle Stock Crashes to a 52-Week Low. Here's Why It Might Be Time to Buy.
Short Seller Hunterbrook Attacked Bloom Energy's Supply-Chain Claims. BE Stock Is Bruised, But Not Broken.
Venture capitalist and Social Capital founder Chamath Palihapitiya believes many companies are about to discover just how expensive that bill has become. Speaking to CNBC on July 14, he said executives may have far less visibility into AI spending than they think, thanks to a growing trend known as "tokenmaxxing"—the heavy use of AI models across an organization.
Elon Musk Dubs Him 'Scam Altman' Not Sam — Then Altman Clapped Back: 'Homeboy You're The One Selling ***** e Datacenters'
Oracle Stock Crashes to a 52-Week Low. Here's Why It Might Be Time to Buy.
Short Seller Hunterbrook Attacked Bloom Energy's Supply-Chain Claims. BE Stock Is Bruised, But Not Broken.
29 days ago
Earnings season kicks into gear this week with banks and tech stocks taking center stage. This week we have Bank of America (BAC), Taiwan Semiconductor (TSM), JP Morgan (JPM), Wells Fargo (WFC), Citigroup (C), Morgan Stanley (MS), Goldman Sachs (GS) and Netflix (NFLX) all reporting in what shapes as a busy and pivotal week for stocks.
Before a company reports earnings, implied volatility is usually high because the market is unsure about the outcome of the report. Speculators and hedgers create huge demand for the company's options which increases the implied volatility, and therefore, the price of options.
Nvidia Stock Has Been Flat, But NVDA Price Targets are Higher - Shorting Puts Works
Netflix Stock is at New Lows, But Its FCF Is Strong - Is NFLX Too Cheap?
Wheat's Bullish Fundamentals Are Growing—So Why Do Prices Keep Falling?
Before a company reports earnings, implied volatility is usually high because the market is unsure about the outcome of the report. Speculators and hedgers create huge demand for the company's options which increases the implied volatility, and therefore, the price of options.
Nvidia Stock Has Been Flat, But NVDA Price Targets are Higher - Shorting Puts Works
Netflix Stock is at New Lows, But Its FCF Is Strong - Is NFLX Too Cheap?
Wheat's Bullish Fundamentals Are Growing—So Why Do Prices Keep Falling?
1 month ago
We recently compiled a list of the 10 Best Innovative Healthcare Stocks to Buy Now. Genmab A/S (NASDAQ:GMAB) is one of the best healthcare stocks on our list.
TheFly reported on July 2 that H.C. Wainwright **** yst Raghuram Selvaraju increased the price target on GMAB to $40 from $38 while reaffirming a Buy rating on the shares. The revision followed the company's announcement that the EPCORE DLBCL-4 trial achieved its primary endpoint. Based on the trial outcome, the firm raised its estimated likelihood of regulatory approval for Epkinly to 70% in the first-line setting and 95% in the second-line setting.
In a major secondary development on July 6, Genmab A/S (NASDAQ:GMAB) announced that the European Commission approved marketing authorization for TEPKINLY in combination with lenalidomide and rituximab for adults with relapsed or refractory follicular lymphoma. The approval was supported by findings from the Phase 3 EPCORE FL-1 trial, which evaluated a fixed-duration TEPKINLY plus R2 regimen against the standard R2 treatment. GMAB highlighted that the results demonstrated the therapy's potential to deliver durable responses through a chemotherapy-free approach for patients with limited treatment options. Epcoritamab is being jointly developed with AbbVie (ABBV) through their oncology partnership, with both companies sharing commercial responsibilities in the U.S. and **** an, while AbbVie manages additional global commercialization.
Genmab A/S (NASDAQ:GMAB) is a global biotechnology company headquartered in Copenhagen, Denmark, focused on developing innovative antibody-based therapies for cancer and other serious diseases. The company uses advanced AI, computational science, and proprietary platforms to create next-generation medicines, including DuoBody bispecific antibodies, HexaBody immune-enhancing technology, and ADC platforms expanded through its acquisition of ProfoundBio.
While we acknowledge the potential of GMAB as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
TheFly reported on July 2 that H.C. Wainwright **** yst Raghuram Selvaraju increased the price target on GMAB to $40 from $38 while reaffirming a Buy rating on the shares. The revision followed the company's announcement that the EPCORE DLBCL-4 trial achieved its primary endpoint. Based on the trial outcome, the firm raised its estimated likelihood of regulatory approval for Epkinly to 70% in the first-line setting and 95% in the second-line setting.
In a major secondary development on July 6, Genmab A/S (NASDAQ:GMAB) announced that the European Commission approved marketing authorization for TEPKINLY in combination with lenalidomide and rituximab for adults with relapsed or refractory follicular lymphoma. The approval was supported by findings from the Phase 3 EPCORE FL-1 trial, which evaluated a fixed-duration TEPKINLY plus R2 regimen against the standard R2 treatment. GMAB highlighted that the results demonstrated the therapy's potential to deliver durable responses through a chemotherapy-free approach for patients with limited treatment options. Epcoritamab is being jointly developed with AbbVie (ABBV) through their oncology partnership, with both companies sharing commercial responsibilities in the U.S. and **** an, while AbbVie manages additional global commercialization.
Genmab A/S (NASDAQ:GMAB) is a global biotechnology company headquartered in Copenhagen, Denmark, focused on developing innovative antibody-based therapies for cancer and other serious diseases. The company uses advanced AI, computational science, and proprietary platforms to create next-generation medicines, including DuoBody bispecific antibodies, HexaBody immune-enhancing technology, and ADC platforms expanded through its acquisition of ProfoundBio.
While we acknowledge the potential of GMAB as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
1 month ago
Cathie Wood is a growth investor, but that doesn't mean she'll shy away from buying opportunities when her portfolios are coming under pressure. The co-founder and CEO of Ark Invest added to a few existing positions in her fund family's ETFs on Tuesday.
She was a buyer of CoreWeave (NASDAQ: CRWV), ***** eX (NASDAQ: SPCX), and X-Energy (NASDAQ: XE), which declined 3%, 7%, and 10%, respectively, on Tuesday. Let's take a closer look at the three potentially opportunistic purchases by Ark this week.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
CoreWeave stock's 3% slide on Tuesday may not seem like much, but zoom out. The hyperscaler has seen its value cut nearly in half, down 48% since peaking exactly one year ago today. You can zoom out even more for a different story. CoreWeave went public at $40 a share just 16 months ago, and even closed slightly lower on its first day of trading. The shares have more than doubled from last year's IPO price.
CoreWeave has an origin story as wild as its stock chart. The company was started by a few hedge fund friends, who bought a few GPUs to mine crypto. When the market for digital currencies experienced a pullback, they had a choice to make. They could fold, as so many were doing in their position, or they could take advantage of the situation by picking up more GPUs at fire-sale prices from fellow failed crypto-mining upstarts.
She was a buyer of CoreWeave (NASDAQ: CRWV), ***** eX (NASDAQ: SPCX), and X-Energy (NASDAQ: XE), which declined 3%, 7%, and 10%, respectively, on Tuesday. Let's take a closer look at the three potentially opportunistic purchases by Ark this week.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
CoreWeave stock's 3% slide on Tuesday may not seem like much, but zoom out. The hyperscaler has seen its value cut nearly in half, down 48% since peaking exactly one year ago today. You can zoom out even more for a different story. CoreWeave went public at $40 a share just 16 months ago, and even closed slightly lower on its first day of trading. The shares have more than doubled from last year's IPO price.
CoreWeave has an origin story as wild as its stock chart. The company was started by a few hedge fund friends, who bought a few GPUs to mine crypto. When the market for digital currencies experienced a pullback, they had a choice to make. They could fold, as so many were doing in their position, or they could take advantage of the situation by picking up more GPUs at fire-sale prices from fellow failed crypto-mining upstarts.
1 month ago
This article was originally published on ETFTrends.com.
Considering that the Federal Reserve hasn't obliged with interest rate cuts that likely would help the sector, real estate equities and the related ETFs are performing admirably this year.
Just look at the ALPS Active REIT ETF (REIT). Confirming the benefits with the combination of active management and real estate investment trusts (REITs), this ETF is higher by more than 17% year-to-date, and that's with the Fed not helping the notoriously rate-sensitive real estate sector. In fact, the prevailing wisdom emerging in recent months has been that if the central bank does anything this year, it will be boosting rates.
Fortunately for investors considering REIT and comparable ETFs, some experts view the rate hike trade as a crowded one that could be in for population flight following a sluggish June jobs report. Said another way, rate cuts may be back on the table in the second half of 2026, and that could be another tailwind for REIT. This ETF offers other perks.
Real estate has a documented track record as a wealth builder, but it's capital-intensive. Not every investor has the cash needed to own investment properties. ETFs like REIT can fill that void while providing high income.
Considering that the Federal Reserve hasn't obliged with interest rate cuts that likely would help the sector, real estate equities and the related ETFs are performing admirably this year.
Just look at the ALPS Active REIT ETF (REIT). Confirming the benefits with the combination of active management and real estate investment trusts (REITs), this ETF is higher by more than 17% year-to-date, and that's with the Fed not helping the notoriously rate-sensitive real estate sector. In fact, the prevailing wisdom emerging in recent months has been that if the central bank does anything this year, it will be boosting rates.
Fortunately for investors considering REIT and comparable ETFs, some experts view the rate hike trade as a crowded one that could be in for population flight following a sluggish June jobs report. Said another way, rate cuts may be back on the table in the second half of 2026, and that could be another tailwind for REIT. This ETF offers other perks.
Real estate has a documented track record as a wealth builder, but it's capital-intensive. Not every investor has the cash needed to own investment properties. ETFs like REIT can fill that void while providing high income.
1 month ago
By ****** hree Mukherjee
July 8 (Reuters) - Oil prices jumped more than 5% on Wednesday, hitting a two-week high after U.S. President Donald Trump said the memorandum of understanding to end the conflict with Iran was "over", renewing fears of disruptions to Middle East oil supplies.
Brent crude futures were up $4.27, or 5.76%, to $78.43 a barrel at 1127 GMT, while U.S. West Texas Intermediate crude climbed $3.91, or 5.55%, to $74.35 a barrel. The benchmarks are at their highest levels since June 22.
Both rose about 3% on Tuesday after the U.S. revoked the general licence authorising the sale of Iranian crude.
Trump said on Wednesday that the memorandum of understanding signed with Iran to end the conflict was "over", adding he didn't want to engage with Tehran.
July 8 (Reuters) - Oil prices jumped more than 5% on Wednesday, hitting a two-week high after U.S. President Donald Trump said the memorandum of understanding to end the conflict with Iran was "over", renewing fears of disruptions to Middle East oil supplies.
Brent crude futures were up $4.27, or 5.76%, to $78.43 a barrel at 1127 GMT, while U.S. West Texas Intermediate crude climbed $3.91, or 5.55%, to $74.35 a barrel. The benchmarks are at their highest levels since June 22.
Both rose about 3% on Tuesday after the U.S. revoked the general licence authorising the sale of Iranian crude.
Trump said on Wednesday that the memorandum of understanding signed with Iran to end the conflict was "over", adding he didn't want to engage with Tehran.
1 month ago
Diamondback Energy Inc. (NASDAQ:FANG) is one of the 10 Most Undervalued NASDAQ Stocks to Buy Right Now. On July 1, Viper Energy, a subsidiary of Diamondback Energy, announced the completion of its acquisition of Riverbend Oil & Gas IX, LLC. The transaction involved the transfer of mineral and royalty interests to Viper in exchange for $337 million in cash and ~3.7 million shares of Viper's Class A common stock, subject to customary post-closing adjustments.
The cash portion of the acquisition was financed through a mix of existing cash reserves and new borrowings under the company's credit facility. By integrating these ***** ets, Viper continues to execute its strategy of owning and exploiting oil-weighted properties, with a primary focus on the Permian Basin.
QiuJu Song/Shutterstock.com
This acquisition marks a significant expansion of Viper's mineral and royalty holdings in North America. As a corporation formed by Diamondback Energy Inc. (NASDAQ:FANG), Viper remains dedicated to acquiring and developing high-value energy interests to enhance its portfolio within its targeted oil-weighted basins.
Diamondback Energy Inc. (NASDAQ:FANG) is an independent American oil and natural gas company. It focuses on the exploration, acquisition, development, and production of unconventional onshore oil and gas reserves, operating exclusively in the Permian Basin in West Texas.
The cash portion of the acquisition was financed through a mix of existing cash reserves and new borrowings under the company's credit facility. By integrating these ***** ets, Viper continues to execute its strategy of owning and exploiting oil-weighted properties, with a primary focus on the Permian Basin.
QiuJu Song/Shutterstock.com
This acquisition marks a significant expansion of Viper's mineral and royalty holdings in North America. As a corporation formed by Diamondback Energy Inc. (NASDAQ:FANG), Viper remains dedicated to acquiring and developing high-value energy interests to enhance its portfolio within its targeted oil-weighted basins.
Diamondback Energy Inc. (NASDAQ:FANG) is an independent American oil and natural gas company. It focuses on the exploration, acquisition, development, and production of unconventional onshore oil and gas reserves, operating exclusively in the Permian Basin in West Texas.
1 month ago
Is OPY a good stock to buy? We came across a bullish thesis on Oppenheimer Holdings Inc. on TradersPro's Substack. In this article, we will summarize the bulls' thesis on OPY. Oppenheimer Holdings Inc.'s share was trading at $111.84 as of July 1st. OPY's trailing P/E was 13.33 according to Yahoo Finance.
Pixabay/Public Domain
Oppenheimer Holdings Inc. operates as a middle-market investment bank and full-service broker-dealer. OPY is positioned as a multi-stream financial services platform benefiting from a broad recovery in capital markets activity, where improving IPO issuance, rising M&A pipelines, and stronger wealth management inflows are combining to create a durable earnings expansion story.
Read More: 15 AI Stocks That Are Quietly Making Investors Rich
Read More: Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential
Pixabay/Public Domain
Oppenheimer Holdings Inc. operates as a middle-market investment bank and full-service broker-dealer. OPY is positioned as a multi-stream financial services platform benefiting from a broad recovery in capital markets activity, where improving IPO issuance, rising M&A pipelines, and stronger wealth management inflows are combining to create a durable earnings expansion story.
Read More: 15 AI Stocks That Are Quietly Making Investors Rich
Read More: Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential
1 month ago
Headquartered in Marlborough, Massachusetts, Boston Scientific Corporation (BSX) is a global medical technology company that develops and sells devices used in minimally invasive procedures to diagnose and treat a wide range of health conditions.
With a market cap of approximately $63.4 billion, the company's products include devices for heart care, such as pacemakers and monitoring systems, as well as tools for treating digestive, urinary, neurological, and vascular disorders, as well as certain cancer-related treatments.
CEO Phong Le Bought 11,000 Shares of MicroStrategy Preferred Stock as STRC Hit All-Time Lows
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Analysts at UBS Say Advanced Micro Devices Stock Could Rally to $670
With a market cap of approximately $63.4 billion, the company's products include devices for heart care, such as pacemakers and monitoring systems, as well as tools for treating digestive, urinary, neurological, and vascular disorders, as well as certain cancer-related treatments.
CEO Phong Le Bought 11,000 Shares of MicroStrategy Preferred Stock as STRC Hit All-Time Lows
S&P Futures Slip With Focus on U.S. ADP Jobs Report and Warsh's Remarks
Analysts at UBS Say Advanced Micro Devices Stock Could Rally to $670
1 month ago
On Monday, Archer Aviation (NYSE: ACHR) stock fell to a new 52-week low. It has declined by nearly 40% since the start of the year, and it's now down close to 70% from its high of $14.62. It was a hot buy a few years ago, but the excitement around the electric vertical take-off and landing (eVTOL) stock has cooled off significantly.
However, for long-term investors, could this prove to be a blessing in disguise? Could now be an opportune time to buy low on Archer and just hang on for the long haul?
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Air taxis have the potential to revolutionize the way people commute and travel on a day-to-day basis. That's the hope, anyway. And ****** ysts at Grand View Research believe that by the end of the decade, the global eVTOL aircraft market could be worth around $28.6 billion. That would be an astounding rate of increase from the merely $2.1 billion they expect it to be worth this year.
The industry remains in its early growth stages, and Archer is one of the companies that hopes to be among the first to have an approved eVTOL aircraft in the skies. It's also the official air taxi provider for the upcoming Olympics in Los Angeles in 2028, in what could be Archer's big coming-out party.
However, for long-term investors, could this prove to be a blessing in disguise? Could now be an opportune time to buy low on Archer and just hang on for the long haul?
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Air taxis have the potential to revolutionize the way people commute and travel on a day-to-day basis. That's the hope, anyway. And ****** ysts at Grand View Research believe that by the end of the decade, the global eVTOL aircraft market could be worth around $28.6 billion. That would be an astounding rate of increase from the merely $2.1 billion they expect it to be worth this year.
The industry remains in its early growth stages, and Archer is one of the companies that hopes to be among the first to have an approved eVTOL aircraft in the skies. It's also the official air taxi provider for the upcoming Olympics in Los Angeles in 2028, in what could be Archer's big coming-out party.
1 month ago
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Gold (GC=F) August futures opened at $4,101.10 per troy ounce on Monday, June 29, 2026, essentially flat, up 0.1%, from Friday's closing price of $4,096.30. As of 7:58 a.m. ET, the price of gold was $4,051.10 a.m. ET.
Gold prices have been relatively steady since last week. For comparison, gold prices opened up last Monday at $4,163.90, compared to $4,101.10 this morning.
All eyes will be on the June jobs report this Thursday. If the labor market shows strength or resilience, the Fed can squarely focus on its other mandate: controlling inflation.
The consumer sentiment report is also due this week, providing further indication of how consumers are feeling about their finances as they navigate what has been a tumultuous couple of months for the United States economy.
Gold (GC=F) August futures opened at $4,101.10 per troy ounce on Monday, June 29, 2026, essentially flat, up 0.1%, from Friday's closing price of $4,096.30. As of 7:58 a.m. ET, the price of gold was $4,051.10 a.m. ET.
Gold prices have been relatively steady since last week. For comparison, gold prices opened up last Monday at $4,163.90, compared to $4,101.10 this morning.
All eyes will be on the June jobs report this Thursday. If the labor market shows strength or resilience, the Fed can squarely focus on its other mandate: controlling inflation.
The consumer sentiment report is also due this week, providing further indication of how consumers are feeling about their finances as they navigate what has been a tumultuous couple of months for the United States economy.
1 month ago
TTEC Holdings Inc (NASDAQ:TTEC) is one of the best AI stocks under $10 to buy now. ****** ysts see the stock rising more than 70% from its current price.
Kritchanut/Shutterstock.com
On June 11, TTEC Holdings Inc (NASDAQ:TTEC) launched an AI-powered claims validation solution for the healthcare industry. The product is called TTEC VeriCycle. It identifies issues in claims and resolves them before submission. It addresses areas like claim accuracy, reimbursement optimization, and denial prevention.
According to TTEC Holdings, claim denial management can pose great challenges to payers and providers. This is the problem that TTEC VeriCycle addresses. The platform combines workflow intelligence, healthcare ****** ytics, and AI-powered automation to detect eligibility mismatches. It also addresses prior authorization gaps, documentation issues, and coding discrepancies.
Additionally, TTEC VeriCycle supports multiple revenue cycle management functions. These include tasks like eligibility verification, benefits validation, accounts receivable postings, and revenue cycle ****** ytics. Moreover, the platform provides dashboards for real-time visibility into details like denial trends, operational bottlenecks, and accounts receivable performance.
Kritchanut/Shutterstock.com
On June 11, TTEC Holdings Inc (NASDAQ:TTEC) launched an AI-powered claims validation solution for the healthcare industry. The product is called TTEC VeriCycle. It identifies issues in claims and resolves them before submission. It addresses areas like claim accuracy, reimbursement optimization, and denial prevention.
According to TTEC Holdings, claim denial management can pose great challenges to payers and providers. This is the problem that TTEC VeriCycle addresses. The platform combines workflow intelligence, healthcare ****** ytics, and AI-powered automation to detect eligibility mismatches. It also addresses prior authorization gaps, documentation issues, and coding discrepancies.
Additionally, TTEC VeriCycle supports multiple revenue cycle management functions. These include tasks like eligibility verification, benefits validation, accounts receivable postings, and revenue cycle ****** ytics. Moreover, the platform provides dashboards for real-time visibility into details like denial trends, operational bottlenecks, and accounts receivable performance.
2 months ago
June 26 (Reuters) - ****** eX will be added to the tech-heavy Nasdaq 100 index on July 7, exchange operator Nasdaq confirmed on Friday, paving the way for a surge in passive investments in Elon Musk's rocket and AI giant.
Inclusion in the index typically boosts the stock price, as exchange-traded funds looking to replicate the index's performance buy shares of the newly included firm.
To make it more attractive for companies seeking U.S. listings, Nasdaq, along with other index providers FTSE Russell and MSCI, relaxed its entry requirements including profitability, the number of days after a company goes public and the number of shares available for trading.
SpaceX, which made its Nasdaq debut on June 12, has swung between sharp losses and small profits over the past three years. Last year, the company reported a net loss of $4.9 billion.
Large Language Model (LLM) makers OpenAI and Anthropic are also expected to file for their initial public offerings this year or next year and likely target valuations of more than $1 trillion.
Inclusion in the index typically boosts the stock price, as exchange-traded funds looking to replicate the index's performance buy shares of the newly included firm.
To make it more attractive for companies seeking U.S. listings, Nasdaq, along with other index providers FTSE Russell and MSCI, relaxed its entry requirements including profitability, the number of days after a company goes public and the number of shares available for trading.
SpaceX, which made its Nasdaq debut on June 12, has swung between sharp losses and small profits over the past three years. Last year, the company reported a net loss of $4.9 billion.
Large Language Model (LLM) makers OpenAI and Anthropic are also expected to file for their initial public offerings this year or next year and likely target valuations of more than $1 trillion.