ETH is enjoying another stretch of relative strength, trading up as much as 7% this morning above $2,600, and still running around +4% on the day at the time of writing.
In this span, ETH outperformed a flat BTC (+0.33%) and warmer majors like SOL, HYPE, and ZEC (which are all roughly +2% over the past 24 hours).
The backdrop: Friday's CPI landed mixed, i.e. a hotter headline number softened by a cooler core reading. Markets seem to have shrugged this result off as already priced in, flipping the mood from Thursday's PPI-driven jitters back toward risk-on.
Secondary driver: This vibe shift led to buy pressure, the buy pressure led to a bounce, and the bounce led to a squeeze. As ETH shorts had become a crowded trade once more, that bounce forced hundreds of millions in liquidations, with one outsized position wipeout on Hyperliquid doing a lot of that damage alone.
What to watch: Traders are now betting the Fed will raise rates at next week's FOMC meeting. Odds jumped to the mid-to-high 80% range after Friday's data, up from around 70% the day before. If that rate hike happens and the Fed signals more are coming, ETH's rallying could stall. Yet if Fed Chair Warsh sounds less aggressive when he speaks afterward, ETH's strength could just as easily keep going.

#pressure #markets #hyperliquid

Growth stocks have trailed the rest of the market for months, and the group is beginning to look attractive.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
The public company’s market cap is $3.3 billion, but it could be worth far more to a private buyer.

#Growth #stocks #rest

Seattle, Washington-based Starbucks Corporation (SBUX) roasts, sells and distributes high-quality coffee globally. Valued at $121 billion by market cap, the company offers packaged and single-serve coffees and teas, beverage-related ingredients, and ready-to-drink beverages, as well as produces and sells bottled coffee drinks and a line of ice creams through over 40,000 stores worldwide under the brands Starbucks Coffee, Teavana, Seattle's Best Coffee, Ethos, and Starbucks Reserve.
Companies worth $10 billion or more are generally described as "large-cap stocks," and SBUX definitely fits that description, with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance in the restaurants industry. With over 41,000 stores globally, SBUX's strong brand drives growth and its diverse footprint and international presence fuel market dominance.
Nvidia CEO Jensen Huang Says His $3.5 Billion MediaTek Deal Is 'Not Circular' Because 'They Do Their Own Business'
Strategy's Strategy Appears to Have Failed, and the Outlook of MSTR Stock Is Unfavorable
A Potential ****** eX Deal Could Meaningfully Accelerate Growth for Technip Stock

#billion #market #Stock #globally

The payment default rates of the Morningstar LSTA US Leveraged Loan Index (LLI) declined to 0.87% (by amount) and 1.17% (by count) in August as two companies rolled off the trailing 12-month window. There were two liability management exercises (LMEs) and one payment default during the month. The dual-track default rate (by count) at month-end was 2.88%, essentially unchanged from the 2.87% reading in July.
The distress ratio eased 39 bps to 6.50% on a broad rebound in bids, though distress remains elevated.
As of Aug. 31, the trailing 12-month default rates of the LLI were as follows:
Payment default rate by amount: 0.87%, down from 0.93% in July
Payment default rate by issuer count: 1.17%, down from 1.25% in July

#july #count #rate #rates

Civilian airplane builder Boeing's (NYSE: BA) on-again, off-again defense business is on once again raking in big contracts -- and earning money on them.
As recently as 2024, Boeing was in the dumps. Boeing reported $12 billion in losses that year, with both its civilian commercial airplanes division and its military-focused defense, **** e, and security (BDS) unit deeply in the red. The company burned through more than $14 billion in negative free cash flow.
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 »
But what a difference a year makes -- and what a bigger difference two years can make!
According to data from S&P Global Market Intelligence, Boeing's losses in commercial airplanes were still above $7 billion last year -- but BDS was close to breakeven. So far in 2026, the plane maker is doing even better. Commercial losses continue to shrink, and BDS is finally back in the black with a $218 million operating profit.

#signal #civilian #flashing

Nvidia's 7-day losing streak, its longest since 2022, arrives as Wall Street expects $92 billion in revenue and 95% year-over-year growth.
Nvidia stock has fallen after earnings in 6 of the last 8 quarters, including 4 straight, making a post-report rally far from guaranteed.
Despite a consensus Buy rating and a $308 price target, Nvidia has gained just 12% in 2026 while the PHLX Semiconductor Index surged 61%.
Don't wait: the ****** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
The stock market has entered a stretch where merely delivering strong earnings is no longer enough for many of its biggest winners. Investors have grown accustomed to companies beating expectations, raising guidance, and then watching their shares struggle anyway as the bar keeps moving higher.

#earnings #wall

Aug 24 (Reuters) - Michael Saylor's Strategy set aside about $1.6 billion in cash to fund future treasury operations, ‌including potential bitcoin purchases and share buybacks, the ‌company disclosed in a regulatory filing on Monday.
The world's largest corporate buyer of bitcoin dubbed the liquidity pool "USD Cash," which will be different from a reserve it set up earlier to fund dividends on its preferred stock and interest on its ‌outstanding debt.
The new cash ⁠pool will have more flexible uses and could be used for bitcoin purchases, share buybacks ⁠and other corporate events.
It could also give Strategy more flexibility to navigate bitcoin market downturns, allowing it to maintain cash on hand, while continuing to pursue its bitcoin-buying strategy.
The move ‌comes after a robust week for bitcoin, which gained a little over 13% in the last five sessions after U.S. President Donald Trump urged Congress to pass legislation establishing clear rules for digital ******* ets.

#cash #strategy #fund

BEIJING, Aug 24 (Reuters) - Chinese automaker Xpeng said on Monday its robotics unit had raised more than $900 million ‌in its first funding round, setting a new ‌record for a single private financing in China's embodied AI sector.
The funding round, led by IDG Capital and backed by strategic investors Tencent and Alibaba, values the robotics business at more than $6.3 billion, Xpeng said in a statement.
The proceeds will be used to develop ‌robotics hardware and software, ⁠train and refine physical AI models, collect high-quality data, build end-to-end mass-production facilities, and support global ⁠expansion, the company said.
Xpeng plans to begin mass production of its humanoid robot, Xpeng IRON, by year-end, with initial deployments at its retail stores and industrial campuses. Commercial sales and deliveries in ‌China and overseas markets are scheduled to begin in 2027.
CEO He Xiaopeng announced in June that he would personally lead the robotics business as the electric vehicle maker, seen as one of the leading automaker-backed developers of humanoid robots, pushes towards ‌mass production.

#mass #automaker #business

Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment ***** umptions. Eagle remains a strong believer in AI but prefers constructing a portfolio that can perform across multiple outcomes rather than relying on one forecast. The firm believes current earnings can overstate underlying economics because semiconductor equipment is depreciated over several years, while free cash flow growth remains much weaker. It also expects competition and additional capacity across AI labs, hyperscalers, and semiconductors to eventually create winners and losers. These dynamics are encouraging Eagle to recycle capital toward attractive opportunities outside the most crowded AI trades while maintaining selective exposure to high quality beneficiaries. The portfolio trades at a 20% market discount with faster expected EPS growth. Please review the Strategy's top five holdings for key selections.
In its second-quarter 2026 investor letter, Eagle Capital Management highlighted Workday, Inc. (NASDAQ:WDAY). Workday, Inc. (NASDAQ:WDAY) is a leading enterprise software company that provides cloud applications for human resources and financial management. On August 18, 2026, Workday, Inc. (NASDAQ:WDAY) closed at $190.64 per share. One-month return of Workday, Inc. (NASDAQ:WDAY) was 43.96% and its shares gained -16.20% over the past 52 weeks. Workday, Inc. (NASDAQ:WDAY) has a market capitalization of $47.09 billion.
Eagle Capital Management stated the following regarding Workday, Inc. (NASDAQ:WDAY) in its Q2 2026 investor letter:
"Software is controversial due to fears of Al-driven disruption. Al makes it easier to build software and will change workflows in how it is used. We believe there will be heightened competition and greater separation between winners and losers over the coming years. The industry is deservedly trading at a higher risk premium, but within the market there are plenty of mispricings.
The companies we own are resilient and highly entrenched in application software. We view them as offering upside optionality. Workday, Inc. (NASDAQ:WDAY), a leading HCM and financials platform, earns mid-teen margins on a business that should have long- term margins of 30% or higher. The founder's return to the CEO role is reigniting product innovation, and we increasingly believe Al will be a net positive for their business, enabling them to play offense. Examples include geographic expansion, adjacent-product extensions, and natural-language querying for business results. We expect EPS growth in the high teens, driven by revenue growth, operating leverage, and share buybacks."

#eagle #management #Growth #software

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.
If you're not able to move to a new home or refinance to take advantage of the equity you have built up in your home, you're likely considering a home equity loan or a home equity line of credit. But, besides interest rates, how do you choose between a HELOC or a home equity loan?
The average HELOC adjustable rate is 7.16%, a new 2026 low, according to real estate data ******* ytics company Curinos.
The national average rate on a fixed-rate home equity loan is 7.35%, up slightly from its 2026 low of 7.31% in late June.
Both rates are based on applicants with a minimum credit score of 780 and a maximum combined loan-to-value ratio (CLTV) of less than 70%.

#heloc #you 're #rates

SanDisk (SNDK) stock is inching higher on Friday following the flash memory specialist's bullish Investor Day presentation, featuring guidance for mid-to-high teens revenue growth through the end of this decade.
Still, Wedbush Securities' senior ****** yst Matt Bryson recommends some caution, citing lingering skepticism regarding management's ability to fully deliver on its long-term promises.
Mark Cuban Says If You Win The Lottery, Don't Take The Lump Sum — And Tell People Who Ask for Money No, But 'Be Nice. No One Likes a Mean Billionaire'
Analysts Keep Hiking Micron's Revenue and Price Forecasts - Shorting MU Puts Works Here
JPMorgan Just Upgraded Salesforce Stock. Here's Why.

#sndk #securities #matt

Interested in TeleTech Holdings, Inc.? Here are five stocks we like better.
Q2 results declined year over year: Revenue fell 11.3% to $455 million, while adjusted EBITDA dropped to $39 million from $52 million, pressured by weakness in the Engage segment.
Engage faces client and profitability challenges: Revenue declined 12.1% as public-sector and technology clients came under pressure. TTEC is reviewing a high-single-digit number of underperforming engagements and lowered its full-year Engage revenue and margin outlook.
Digital strategic review and balance-sheet actions underway: TTEC began reviewing strategic alternatives for its Digital business while reiterating its full-year Digital guidance. Net debt fell to $767 million, and covenant flexibility from lenders is expected to support liquidity.
TeleTech (NASDAQ:TTEC) reported second-quarter results that fell short of its plan, as revenue and profitability declined from a year earlier amid pressure in its Engage segment. Management said it is pursuing cost reductions, operational changes and client profitability reviews while beginning a strategic-alternatives review for its TTEC Digital business.

#engage #digital #revenue #declined

Gold (GC=F) just posted its best week since February. The investors who once crowded into the trade have mostly left.
The metal gained nearly 7% for the week, reclaiming its 50-day moving average and breaking the downtrend that had controlled prices since March. Wednesday's 4% surge was its biggest one-day jump since February and carried gold futures to a seven-week high.
That breakout arrived after a spectacular investor retreat.
The rolling 125-day total for precious-metals ETF flows peaked at nearly $40 billion in February. By Monday, it had fallen to nearly negative $20 billion — a reversal of more than $55 billion and the lowest reading in data going back to 2015, according to Baird Strategas.
The January gold rush did not merely cool. It emptied out.

#since #march

Oppenheimer downgraded Walmart stock to a neutral rating, citing reduced outperformance potential.
Analysts highlighted U.S. pharmacy revenue headwinds, valuation concerns, and overly optimistic Street forecasts.
Shares of Walmart started the year strong. Now they've cooled, and some ***** ysts are offering up reasons for further caution.
Oppenheimer ***** ysts on Tuesday downgraded Walmart (WMT) stock to a neutral "perform" rating, withdrawing a $140 per share price target that represented a 26% premium to yesterday's close around $111 and was roughly in line with the Visible Alpha mean.
The ***** ysts cited three reasons they now see a "less compelling outperformance case" for the stock: revenue headwinds facing the U.S. pharmacy business that could hurt same-store sales, a "peakish" valuation, and Wall Street forecasts that they characterized as "well ahead" of the company's guidance.

#walmart #downgraded #outperformance

July 31 (Reuters) - A selloff in U.S. Treasuries this week signaled the need for the Federal Reserve ‌to earn its inflation-fighting "credibility" with interest rate increases, ‌St. Louis Fed President Alberto Musalem told the Financial Times.
"At this juncture, earlier, incremental, gradual interest-rate action is preferable, less costly and less disruptive than potentially later, larger and abrupt actions," Musalem, who is not a voting member of the Federal ‌Open Market Committee ⁠this year, told the FT.
Musalem, who sits on the rate-setting body, told the newspaper he ⁠had "expressed a preference" towards a quarter-percentage-point interest rate increase at this week's policy meeting, where the Fed left rates unchanged.
The interest rate decision and a hint from Fed chief Kevin Warsh ‌that the central bank may look to change its inflation goal posts helped send 30-year Treasury yields above 5.2%, a 19-year high.
The widely expected decision to leave policy on hold drew dissents from three of the 12 ‌FOMC members who wanted a quarter-percentage-point hike instead.

#interest #musalem #year #less

Microsoft (NASDAQ:MSFT) stock is up 13% today as I write this on the strength of quarterly earnings that saw revenue increase 18% and cloud computing revenue exceed $100 billion for the first time.
But I believe the most significant number in Microsoft's fiscal fourth-quarter earnings report is $19.6 billion -- the free cash flow the company generated despite its massive capital expenditures on AI infrastructure.
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 »
While some AI companies such as Tesla and Alphabet faltered after their earnings reports this month, Microsoft appears to be in a much stronger position. Here's why.
Image source: The Motley Fool.

#NVIDIA #signal #flashing #revenue

O'Keeffe Stevens Advisory, an investment advisory firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. During Q2 2026, the market experienced notable dispersion between perceived AI losers and winners. The firm has made investments early in AI infrastructure companies, which yielded gains during market repricing. The second quarter experienced strong equity rallies, with the S&P 500 gaining 15.2% and the Nasdaq 21.4%, marking the best quarter since Q2 2020. While the software sector faced challenges, with the iShares Software ETF dropping ~27% before a rally, reflecting high volatility. This volatility is seen as an opportunity, despite the potential for 'dead money' in underperforming stocks. The firm remains cautious, focuses on owning durable businesses at reasonable prices, holding cash, and hedging risks to navigate unpredictability. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, O'Keeffe Stevens Advisory highlighted Corning Incorporated (NYSE:GLW). Corning Incorporated (NYSE:GLW) is a technology company that operates through its Optical Communication, Display Technologies, Environmental Technologies, Specialty Materials, and Life Sciences business segments. On July 27, 2026, Corning Incorporated (NYSE:GLW) closed at $143.36 per share. One-month return of Corning Incorporated (NYSE:GLW) was -43.88%, and its shares gained 131.30% over the past 52 weeks. Corning Incorporated (NYSE:GLW) has a market capitalization of $123.38 billion.
O'Keeffe Stevens Advisory stated the following regarding Corning Incorporated (NYSE:GLW) in its Q2 2026 investor update:
"Qualcomm and Corning Incorporated (NYSE:GLW) both appreciated materially in Q2. We trimmed both positions using a combination of options and stock sales.
Corning appreciated over 20% in Q2. Corning spent the second quarter signing up the biggest names in AI as customers and partners. In May, Nvidia and Corning announced a multiyear commercial and technology partnership under which Corning will increase its U.S. optical connectivity manufacturing capacity tenfold and expand U.S. Fiber production by more than 50%, including three new plants in North Carolina and Texas. Nvidia paid $500 million for rights to Corning shares, including warrants on up to 15 million shares at a $180 exercise price; if exercised in full, Nvidia's total equity investment could reach $3.2 billion. In June, Amazon signed a multiyear, multibillion-dollar agreement for Corning to supply the optical Fiber, cable, and connectivity for its expanding U.S. data centers. These follow the up to $6 billion supply agreement Meta signed in January. Historically, data centers used copper cables to connect their technology, some of which is switching to Fiber. Corning's Fiber may be a future bottleneck. As legacy data centers convert to newer, Fiber-connected racks, Corning contends with new data centers demand

By Jonathan Stempel
NEW YORK, July 27 (Reuters) - The former JPMorgan Chase banker whose lurid ****** ual harassment lawsuit went viral added new claims and defendants on Monday, saying the largest U.S. bank's acceptance of racism and ****** ual coercion irreparably destroyed his ‌career.
Chirayu Rana said racism was ingrained in the culture of his otherwise all-white leveraged finance team, where his South Asian heritage "became ‌the punchline for a stream of degrading jokes," including calling him a "monkey" and "brown boy."
JPMorgan has said it believed Rana's allegations were meritless. Neither the bank nor its lawyers had an immediate comment.
In an 82-page complaint, Rana, who is of Nepali descent, added allegations that colleagues suggested he transact in rupees, and one texted that he should "run before we call ICEE {sic} on your family," referring to U.S. Immigration and Customs Enforcement.

#rana #allegations

City Different Investments, an investment management firm, released Q2 2026 investor update for its global equity strategies. A copy of the letter can be downloaded here. City Different global equity strategies delivered strong results in the second quarter, but trailed the global market driven by AI enthusiasm. Its Focused Global returned +7.08%, and Global Equity returned +5.36% during the quarter. This compared to the MSCI All Country World Index return of +14.93%. YTD, the strategies returned +11.28% and +5.29%, vs +11.25% for the index. The global strategies involve focused portfolios of long-only equities selected on a global basis, aimed at long-term investment potential. The firm remains optimistic about these portfolios, which are constructed based on long-term fundamental ****** sments. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, City Different Investments highlighted ICON Public Limited Company (NASDAQ:ICLR). ICON Public Limited Company (NASDAQ:ICLR) is a clinical research organization that provides outsourced development and commercialization services to the pharmaceutical, biotechnology, and medical device industries. On July 21, 2026, ICON Public Limited Company (NASDAQ:ICLR) stock closed at $166.62 per share. One-month return of ICON Public Limited Company (NASDAQ:ICLR) was 4.54%, and its shares lost 1.51% over the past 52 weeks. ICON Public Limited Company (NASDAQ:ICLR) has a market capitalization of about $12.72 billion.
City Different Investments stated the following regarding ICON Public Limited Company (NASDAQ:ICLR) in its Q2 2026 investor update:
"ICON Public Limited Company (NASDAQ:ICLR) was a new purchase and became the top contributor to our results for the second quarter. Founded in 1990 by two Irish doctors, this Dublin-based provider of clinical research services and ****** ytics saw its stock price clobbered over the past two years due to the triple whammy of: 1/ a post-COVID-19 demand slowdown; 2/ AI-related fears; and 3/ an accounting error that led to a minor restatement of results. However, our team has followed this industry since 2019, and we bought ICON eagerly in April once the valuation became compelling. Now the accounting error has already been fixed, and leading growth indicators, such as bookings and cancellations, are encouraging. Our research suggests that ICON could be a net beneficiary of AI due to proprietary data, domain expertise, and regulatory barriers, among other factors. A combination of an improving growth rate and a declining share count could boost ICON's valuation from here."

#public #iclr

The race to dominate artificial intelligence is becoming one of the most expensive corporate contests in history.
Amazon, Microsoft, Google parent Alphabet and Meta are expected to spend about $600 billion on AI infrastructure in 2026, according to Reuters. The historic spending spree is squeezing cash flow and putting pressure on companies to prove that their investments in chips, servers and data centers will eventually pay off.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake — here's what it is and 3 simple steps to fix it ASAP
Millionaires under 43 hold only 25% of their wealth in stocks. Here's where their money is actually going

#reuters #bezos

Right now, the twin forces of the artificial intelligence (AI) build-out and relentless demand for connectivity are lifting some of the strongest names in technology and telecom. Here are five compelling stocks worth buying more of, starting with the one everyone is watching.
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 »
Broadcom (NASDAQ: AVGO) has quietly become one of the most important companies in AI. It designs the custom chips that giants, including Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) and Meta Platforms, use to run their own AI systems, and it dominates the networking gear that ties thousands of those chips together inside a data center. On top of that, its infrastructure software business, anchored by VMware, throws off steady, high-margin revenue that cushions the more cyclical chip side. With a massive AI order backlog and a clear path toward much larger AI sales, Broadcom pairs explosive growth with a diversified base most chipmakers lack.
Taiwan Semiconductor Manufacturing (NYSE: TSM) is the company that builds the world's most advanced chips, including those designed by Broadcom and Nvidia. Its management recently called AI demand "extremely robust" and raised its growth outlook, while pouring another $100 billion into its Arizona campus and ramping its cutting-edge 2-nanometer technology. Because nearly every leading chip company depends on its factories, Taiwan Semiconductor sits at an irreplaceable chokepoint in the AI economy. That is about as wide a moat as you will find.
Alphabet combines the cash machine of Google Search with a fast-growing cloud business and its own leading AI models. The company is investing enormous sums, including a plan to raise tens of billions to fund its AI infrastructure, and it is weaving AI across its products rather than being disrupted by it. Notably, Berkshire Hathaway built a large stake in Alphabet, a vote of confidence from the most famous value investor's company that this is a wonderful business at a fair price.

#broadcom #alphabet #taiwan

GM (GM) will report second-quarter results before the bell on Tuesday, with investors expecting the Big Three stalwart to keep growing profit, despite fewer sales.
For the quarter, GM is expected to report Q2 revenue of $46.61 billion per Bloomberg consensus, down roughly 1% from the $47.1 billion GM posted a year ago. GM's adjusted earnings per share is estimated at $3.19, with adjusted EBITDA of $5.65 billion.
While not directly comparable, GM's adjusted EBIT in Q2 last year came in at $3.0 billion — a figure weighed down heavily by tariff costs that are now easing, as tariff offsets take hold.
In addition to government offsets that are reducing its tariff bill, GM has spent the past year reworking its supply chain, shifting production, and negotiating with suppliers to blunt the tariff hit.
That allowed GM to raise its full-year 2026 guidance when it reported first quarter results back in April.

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.
Silver September (SI=F) futures opened at $59.04 today, Wednesday, July 15, 2026, down 0.1% compared to yesterday's opening price. The price of silver is moving even lower this morning, reaching $58.45 as of 7:56 a.m. ET.
Silver prices seem unable to crest above $60 an ounce for an extended period, especially as the U.S. and Iran exchange air attacks. The U.S. continued targeted military strikes for the fourth day in a row, with President Trump vowing to keep up selective attacks until Iran relents and reopens the Strait of Hormuz.
Yesterday's softer-than-expected inflation report indicated that price increases eased in June, yet the retreat in energy prices we observed last month aligned with more peaceful conditions between the two countries.
This week's renewed military escalation has sent oil prices back on the rise, up over 9% over the last five days, prompting the Fed to give serious consideration to rate hikes in September to cool energy price increases once more.

Artificial intelligence (AI) has been the only recurring investment theme in the market over the past three years. But now Wall Street is starting to look beyond the usual semiconductor names for the next wave of market leaders.
Two industrial giants, Caterpillar (CAT) and Rockwell Automation (ROK), look enticing as they continue to capitalize on massive investment trends that go far beyond just AI.
Intel Stock Is 'Too Good to Ignore' as HSBC Sets a New Street-High Price Target
Intel Just Lost a Veteran Employee. It Likely Just Won a Key Catalyst for INTC Stock in the Process.
SK Hynix Stock Debuts for U.S. Investors Tomorrow. The DRAM ETF Could Be the Biggest Loser.

Pagaya Technologies Ltd. (NASDAQ:PGY) is one of the best 11 small-cap software infrastructure stocks to buy now. On June 11, Texas Capital initiated its coverage of the stock. The firm estimated a target price of $27, which results in more than 48% upside potential. It also **** igned a Buy rating to the stock.
Earlier on June 8, Pagaya Technologies Ltd. (NASDAQ:PGY) revealed that the company has expanded its long-standing collaboration with Upgrade. It brings AI-led credit decisioning of Pagaya to Upgrade's Buy Now, Pay Later (BNPL) solution, Flex Pay. It signifies a major stride in the ongoing engagement between the two entities, expanding towards a new **** et class besides personal loans.
Angelo Giampiccolo/Shutterstock.com
With the integration of Pagaya into Upgrade's point-of-sale offering, the company can expand its Flex Pay monthly payment options to a larger array of clients at the time of purchase. In line with this expansion, the initial focus will be on the travel merchants **** e, where Flex Pay has established itself as a trusted payment option for many of the world's leading brands.
Moreover, Upgrade aims to leverage real-time underwriting solutions offered by Pagaya, allowing it to expand its seamless Flex Pay funding options to more clients across its travel partners' network. According to Pagaya's President, Sanjiv Das, the extended collaboration deepens the partnership beyond personal loans. He further stated:

Paramount Skydance (PSKY) could be encountering a further hurdle in its $110 billion chase of Warner Bros. Discovery (WBD).
Britain does not necessarily want to block the accord.
The greater danger may be that Britain recognizes the cost of delay.
The U.K. government is reviewing whether it should intervene in Paramount's planned acquisition of Warner Bros. Discovery, because of the public interest in relation to media plurality and competition. The Guardian newspaper reported that Secretary of State for Culture, Media and Sport Lisa Nandy declared on June 30 that she was "minded to" issue a public-interest intervention notice in relation to the acquisition and ask the UK's Competition and Markets Authority (CMA) to investigate the proposed merger.
That adds a new timing risk for investors to watch.

Remitly Global Inc. (NASDAQ:RELY) ranks among the best fintech stocks to buy as digital payments volume surges. On June 26, Cantor Fitzgerald restated its Overweight rating and $28 price target for Remitly Global Inc. (NASDAQ:RELY). According to the firm, Remitly's core remittance operation is creating additional growth opportunities.
Based on Cantor's ****** sment, the core operations continue to generate significant revenue growth, free cash flow, and improved GAAP profitability. This gives Remitly Global Inc. (NASDAQ:RELY) additional time and resources to broaden its product offerings and monetize its user base through complementary solutions, such as high-value senders, Send Now/Pay Later, and Remitly Business.
Cantor Fitzgerald stated that these initiatives will be based on Remitly's current infrastructure, cost base, and client connections instead of marketing to new customers.
Furthermore, on June 4, Citizens maintained its Market Outperform rating and $26 price target for Remitly Global Inc. (NASDAQ:RELY). The firm stated that the loss of an early-stage investor does not impact its opinion of the company, which it sees as a long-term winner in the digital remittance market.
Remitly Global Inc. (NASDAQ:RELY) provides financial services, specifically cross-border remittance services, globally. The company is based in Seattle, Washington, and was founded in October 2018 by Matthew B. Oppenheimer and Joshua Hug.