18 mins. ago
US stocks fell on Wednesday after Iran launched surprise attacks against the US, and as investors counted down to the Federal Reserve's policy decision and earnings from two big spenders on AI.
The S&P 500 (^GSPC) lost 0.8%, and the tech-heavy Nasdaq Composite (^IXIC) dropped 1.1%. The Dow Jones Industrial Average (^DJI), which includes fewer tech stocks, fell by a steeper 1.5%, or over 800 points, as oil prices rose amid renewed tensions in the Middle East.
SK Hynix's (000660.KS, SKHY) second quarter profit rose by 557% year over year, the company reported after the US market close on Tuesday. That was less than Wall Street expected, prompting concerns that the artificial intelligence boom may be slowing. In Asia, investors once again dumped chip stocks such as Samsung (005930.KS) and SK Hynix, driving the KOSPI Composite (^KS11) down nearly 6% on Wednesday.
Two "Magnificent Seven" quarterly results stand as another big catalyst for the AI trade, with reports from Microsoft (MSFT) and Meta (META) dropping after the bell. It could be a make-or-break moment for tech stocks after Alphabet's (GOOG, GOOGL) capital expenditure guidance last week spooked markets, resurfacing fears about the AI boom's sustainability.
In the Middle East conflict, Iran launched an "attempted surprise attack" on Tuesday, according to US Central Command, reengaging fighting between the US and Iran for the first time since a pause in hostilities on Friday. Oil prices jumped, with Brent crude (BZ=F) gaining more than 7% to trade back over $90 per barrel.
#stocks #Tech #meta
The S&P 500 (^GSPC) lost 0.8%, and the tech-heavy Nasdaq Composite (^IXIC) dropped 1.1%. The Dow Jones Industrial Average (^DJI), which includes fewer tech stocks, fell by a steeper 1.5%, or over 800 points, as oil prices rose amid renewed tensions in the Middle East.
SK Hynix's (000660.KS, SKHY) second quarter profit rose by 557% year over year, the company reported after the US market close on Tuesday. That was less than Wall Street expected, prompting concerns that the artificial intelligence boom may be slowing. In Asia, investors once again dumped chip stocks such as Samsung (005930.KS) and SK Hynix, driving the KOSPI Composite (^KS11) down nearly 6% on Wednesday.
Two "Magnificent Seven" quarterly results stand as another big catalyst for the AI trade, with reports from Microsoft (MSFT) and Meta (META) dropping after the bell. It could be a make-or-break moment for tech stocks after Alphabet's (GOOG, GOOGL) capital expenditure guidance last week spooked markets, resurfacing fears about the AI boom's sustainability.
In the Middle East conflict, Iran launched an "attempted surprise attack" on Tuesday, according to US Central Command, reengaging fighting between the US and Iran for the first time since a pause in hostilities on Friday. Oil prices jumped, with Brent crude (BZ=F) gaining more than 7% to trade back over $90 per barrel.
#stocks #Tech #meta
20 mins. ago
Grayscale Research says Hyperliquid's HYPE (CRYPTO: $HYPE) token remains inexpensive beside fintech and crypto stocks, even as shares of its largest public-market treasury vehicle trade lower.
The ***** et manager valued Hyperliquid using "earnings per token," applying an equity-style framework to the protocol's fee generation and token supply. Grayscale expects Hyperliquid to produce roughly $1 billion in earnings in 2027, about 20% above 2025 levels, supported by recovering crypto trading volumes and a new stablecoin revenue stream.
With approximately 270 million HYPE circulating, Grayscale expects supply to reach between 270 million and 310 million tokens by the end of 2027. That would place projected earnings per token between $3.25 and $3.75.
More From Cryptoprowl:
TokenInsight Q2 2026 Report: TradFi Momentum Lifts MEXC to No. 2 in Commodity Perpetuals
#grayscale #expects
The ***** et manager valued Hyperliquid using "earnings per token," applying an equity-style framework to the protocol's fee generation and token supply. Grayscale expects Hyperliquid to produce roughly $1 billion in earnings in 2027, about 20% above 2025 levels, supported by recovering crypto trading volumes and a new stablecoin revenue stream.
With approximately 270 million HYPE circulating, Grayscale expects supply to reach between 270 million and 310 million tokens by the end of 2027. That would place projected earnings per token between $3.25 and $3.75.
More From Cryptoprowl:
TokenInsight Q2 2026 Report: TradFi Momentum Lifts MEXC to No. 2 in Commodity Perpetuals
#grayscale #expects
24 mins. ago
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When Treasury yields reach multiyear highs, some investors get nervous. Higher bond yields are triggered by lower bond prices, and the effects are felt across the financial spectrum: from investing in stocks and bonds to borrowing costs and savings returns.
The 30-year Treasury yield ended above 5% for the 14th consecutive trading session on July 24, its longest such streak since July 2007, according to Yahoo Finance's Chart of the Day. So far this year, it has closed above 5% 29 times, more than any other year since 2007.
Global bond yields across several major economies have climbed in tandem as higher oil prices, resilient economic data, and heavy government borrowing continue to add pressure.
Here is how rising Treasury yields could impact your finances.
#yields
When Treasury yields reach multiyear highs, some investors get nervous. Higher bond yields are triggered by lower bond prices, and the effects are felt across the financial spectrum: from investing in stocks and bonds to borrowing costs and savings returns.
The 30-year Treasury yield ended above 5% for the 14th consecutive trading session on July 24, its longest such streak since July 2007, according to Yahoo Finance's Chart of the Day. So far this year, it has closed above 5% 29 times, more than any other year since 2007.
Global bond yields across several major economies have climbed in tandem as higher oil prices, resilient economic data, and heavy government borrowing continue to add pressure.
Here is how rising Treasury yields could impact your finances.
#yields
28 mins. ago
What happened: Semiconductor stocks declined on Wednesday as a record profit from memory maker SK Hynix (000660.KS, SKHY) failed to lift the sector, further unwinding the AI trade.
The PHLX Semiconductor Index (^SOX) fell more than 3%, extending losses from the prior session. AI chip heavyweight Nvidia (NVDA) stock dropped more than 2% while peer AMD (AMD) fell roughly 5%.
Memory and storage makers Micron (MU) and Sandisk (SNDK) dropped 5% and 7%, respectively.
What's behind the move: SK Hynix reported a record second quarter operating profit, which rose 557% from a year earlier but fell short of lofty expectations, fueling investor concerns about whether AI-related spending can sustain its rapid pace.
The earnings miss reflected a less favorable product mix rather than weakening demand for AI memory chips. Management reiterated that demand is expected to outpace supply through 2030.
#semiconductor
The PHLX Semiconductor Index (^SOX) fell more than 3%, extending losses from the prior session. AI chip heavyweight Nvidia (NVDA) stock dropped more than 2% while peer AMD (AMD) fell roughly 5%.
Memory and storage makers Micron (MU) and Sandisk (SNDK) dropped 5% and 7%, respectively.
What's behind the move: SK Hynix reported a record second quarter operating profit, which rose 557% from a year earlier but fell short of lofty expectations, fueling investor concerns about whether AI-related spending can sustain its rapid pace.
The earnings miss reflected a less favorable product mix rather than weakening demand for AI memory chips. Management reiterated that demand is expected to outpace supply through 2030.
#semiconductor
31 mins. ago
American billionaire and sports magnate Mark Walter — owner of the Los Angeles Dodgers, Lakers and Sparks, the entire Professional Women's Hockey League and a stakeholder in Chelsea FC — presides over one of the most enviable empires in athletics.
But now, reports say that authorities are calling a foul on alleged potential insurance fraud by other companies tied to Walter.
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
#Dodgers #Lakers #sparks
But now, reports say that authorities are calling a foul on alleged potential insurance fraud by other companies tied to Walter.
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
#Dodgers #Lakers #sparks
35 mins. ago
Stock market investors on Wednesday were spooked by the prospect of an interest rate hike by the Federal Reserve while flaring U.S.-Iran tensions propelled oil prices. GE HealthCare (GEHC) soared on the stock market today after its earnings report. Meanwhile, Meta Platforms (META) and Microsoft (MSFT) reports are on deck.
The Dow Jones Industrial Average dropped more than 800 points, or 1.6%, amid mixed reactions to earnings reports from Visa (V) and Procter & Gamble (PG). The S&P 500 flopped 0.8%. The tech-heavy Nasdaq composite fell 1.1%. The Nasdaq-100 (NDX) dropped 1% and once again stumbled into correction territory, falling 10% from its June highs. Small caps were hit as well, pulling the Russell 2000 index lower by 1.1%.
In the face of heightened hostilities between the U.S. and Iran, West Texas intermediate crude oil futures spiked more than 7%, trading around $84.90 per barrel. Brent crude futures also jumped more than 7%, trading at $88 per barrel.
Also, ahead of the Fed's announcement on the fed funds rate, the 10-year Treasury yield rose 2 basis to 4.62%. Bitcoin slid near $63,990.
GE Healthcare (GEHC) soared more than 10%, rebounding from a downward-sloping 50-day moving average. It was the best performer on the Nasdaq composite Wednesday, and was on track for its largest percentage increase on record, according to Dow Jones Markets Data.
#wednesday #gehc #average
The Dow Jones Industrial Average dropped more than 800 points, or 1.6%, amid mixed reactions to earnings reports from Visa (V) and Procter & Gamble (PG). The S&P 500 flopped 0.8%. The tech-heavy Nasdaq composite fell 1.1%. The Nasdaq-100 (NDX) dropped 1% and once again stumbled into correction territory, falling 10% from its June highs. Small caps were hit as well, pulling the Russell 2000 index lower by 1.1%.
In the face of heightened hostilities between the U.S. and Iran, West Texas intermediate crude oil futures spiked more than 7%, trading around $84.90 per barrel. Brent crude futures also jumped more than 7%, trading at $88 per barrel.
Also, ahead of the Fed's announcement on the fed funds rate, the 10-year Treasury yield rose 2 basis to 4.62%. Bitcoin slid near $63,990.
GE Healthcare (GEHC) soared more than 10%, rebounding from a downward-sloping 50-day moving average. It was the best performer on the Nasdaq composite Wednesday, and was on track for its largest percentage increase on record, according to Dow Jones Markets Data.
#wednesday #gehc #average
36 mins. ago
SpaceX (SPCX) stock came back under pressure on Wednesday, reversing yesterday's bounce, as a broader market and tech sell-off adds to investor caution ahead of ****** eX's first earnings report.
Shares were down nearly 3%, giving back Tuesday's rebound. ****** eX has now shed nearly 30% from its $150 market debut last month and is down roughly 50% from its all-time high of $225.64.
The broader market was also under pressure, with the S&P 500 down 0.8% and the Nasdaq shedding 1%, as chipmakers weighed on the index.
Concern has been building ahead of ****** eX's second quarter earnings report set for August 4th, with a share unlock on August 6th too that frees as much as 20% of shares under the company's lockup plan.
The renewed selling comes days after Starship launched Friday evening from Starbase, Texas, on its 13th test flight — the first since ****** eX's June IPO. Starship deployed all 20 of its next-generation Starlink V3 satellites, relit an engine in ****** e, and made what ****** eX called its softest ocean splashdown yet.
#SpaceX #shares #ahead
Shares were down nearly 3%, giving back Tuesday's rebound. ****** eX has now shed nearly 30% from its $150 market debut last month and is down roughly 50% from its all-time high of $225.64.
The broader market was also under pressure, with the S&P 500 down 0.8% and the Nasdaq shedding 1%, as chipmakers weighed on the index.
Concern has been building ahead of ****** eX's second quarter earnings report set for August 4th, with a share unlock on August 6th too that frees as much as 20% of shares under the company's lockup plan.
The renewed selling comes days after Starship launched Friday evening from Starbase, Texas, on its 13th test flight — the first since ****** eX's June IPO. Starship deployed all 20 of its next-generation Starlink V3 satellites, relit an engine in ****** e, and made what ****** eX called its softest ocean splashdown yet.
#SpaceX #shares #ahead
38 mins. ago
Reddit reports second-quarter earnings on July 30. Heading into the print, the stock is down about 27% year to date, and most of that damage came from one story. The Wall Street Journal recently reported that Reddit had internally discussed restricting Google's access to its platform content for AI training, as renewal talks over their data-licensing deal hit friction. The stock dropped roughly 9% that day.
Reddit and Google signed a $60 million-a-year licensing agreement in 2024, letting Google train its AI models on Reddit's content. That's under 2% of Reddit's trailing revenue.
But investors reacted as if the number mattered less than the signal. If Reddit is willing to walk away from a live AI licensing partner, that raises questions about how durable the rest of Reddit's data business really is, and whether Google's AI-powered search results are already cutting into the referral traffic Reddit depends on. Let's break down the case.
The Growth Story Hasn't Slowed
Reddit hasn't missed an **** yst estimate since going public in 2024. Revenue growth has actually sped up: 61% year-over-year in the first quarter of 2025, then 69% in the most recent quarter. Diluted EPS rose 7x during this period. Free cash flow rose 145% year-over-year in the first quarter.
#year #Growth #hasn 't #Stock
Reddit and Google signed a $60 million-a-year licensing agreement in 2024, letting Google train its AI models on Reddit's content. That's under 2% of Reddit's trailing revenue.
But investors reacted as if the number mattered less than the signal. If Reddit is willing to walk away from a live AI licensing partner, that raises questions about how durable the rest of Reddit's data business really is, and whether Google's AI-powered search results are already cutting into the referral traffic Reddit depends on. Let's break down the case.
The Growth Story Hasn't Slowed
Reddit hasn't missed an **** yst estimate since going public in 2024. Revenue growth has actually sped up: 61% year-over-year in the first quarter of 2025, then 69% in the most recent quarter. Diluted EPS rose 7x during this period. Free cash flow rose 145% year-over-year in the first quarter.
#year #Growth #hasn 't #Stock
3 hours ago
Why Giants' Luis Arraez is no longer a trade deadline fit for this AL West team originally appeared on The Sporting News. Add The Sporting News as a Preferred Source by clicking here.
Luis Arraez's trade deadline stock is much higher than it was a year ago.
He's made incredible defensive improvements at second base with the San Francisco Giants and is batting .325 with an .808 OPS.
Arraez does not hit many home runs, but he's the ultimate but the ball in play leadoff man.
San Francisco's losing ways leave them with an obvious choice. Arraez, an impending free agent, is all but guaranteed to be moved at next week's trade deadline.
#Giants
Luis Arraez's trade deadline stock is much higher than it was a year ago.
He's made incredible defensive improvements at second base with the San Francisco Giants and is batting .325 with an .808 OPS.
Arraez does not hit many home runs, but he's the ultimate but the ball in play leadoff man.
San Francisco's losing ways leave them with an obvious choice. Arraez, an impending free agent, is all but guaranteed to be moved at next week's trade deadline.
#Giants
3 hours ago
Quarterback play is always paramount in modern college football, as opposed to past decades when the running game mattered most in the sport. This is true in the Big Ten. Fernando Mendoza, the starting quarterback for the **** le-winning Indiana Hoosiers last season, was picked No. 1 in this past NFL draft. This upcoming season, the best quarterbacks in college football reside in the Big Ten. Whoever comes out on top in the Big Ten will have a quarterback who proved to be the best in college football.
Here is my ranking of the top five quarterbacks in the Big Ten:
Dante Moore shone last season, and just like last year, he was in conversations for being the best quarterback in college football. Moore threw for 2733 yards, 24 touchdowns, and 6 interceptions. He is dangerous in the pocket and an underrated athlete. Last year, he made the most of having great weapons and a great run game, helping lead Oregon's prolific offense to a college football playoff berth. This season, he enters with more continuity and a deeper set of weapons at each of the skill positions. I expect Moore to have a big season and end the year off being the undisputed #1 overall pick just like Fernando Mendoza.
Sayin's season last year was incredible, and he was extremely efficient. He had all the resources to be in that position with weapons, Jeremiah Smith, and Carnell Tate, but he still maximized his opportunity as a freshman starter. He ended the year with 3323 passing yards, 31 touchdowns, and 6 interceptions. The connection he has with Jeremiah Smith is already a proven one, and he showed he can run the offense even better than Will Howard did the year prior. However, as expected from most freshmen, under the bright lights, he did fall short in the College Football Playoff vs the Miami Hurricanes and in the Big Ten championship vs the Indiana Hoosiers. Although his season was special, he still has more room to grow. If he takes that next step, the Ohio State Buckeyes will have another national **** le trophy in their case.
Jayden Maiava still does not get the credit he deserves for how good he truly was last season. In his first season as a starting quarterback, he led the Trojans' offense to being a top unit in the country. Lincoln Riley's offense was dangerous and high scoring because of how good and confident Maiava was last season. Maiava threw for 3431 yards, 23 touchdowns, and 8 interceptions. Maiava is a gun slinger, and he takes a lot of shots, but playing more under control would do wonders for his perception and draft stock. If he can have a similar season, with fewer interceptions and showcase his running ability more, there is reason to believe he can be one of the first quarterbacks taken in this next draft. The success of the Trojans this year falls on Maiava's back, but I am confident he will take a step forward and not back in year 2.
#season #offense
Here is my ranking of the top five quarterbacks in the Big Ten:
Dante Moore shone last season, and just like last year, he was in conversations for being the best quarterback in college football. Moore threw for 2733 yards, 24 touchdowns, and 6 interceptions. He is dangerous in the pocket and an underrated athlete. Last year, he made the most of having great weapons and a great run game, helping lead Oregon's prolific offense to a college football playoff berth. This season, he enters with more continuity and a deeper set of weapons at each of the skill positions. I expect Moore to have a big season and end the year off being the undisputed #1 overall pick just like Fernando Mendoza.
Sayin's season last year was incredible, and he was extremely efficient. He had all the resources to be in that position with weapons, Jeremiah Smith, and Carnell Tate, but he still maximized his opportunity as a freshman starter. He ended the year with 3323 passing yards, 31 touchdowns, and 6 interceptions. The connection he has with Jeremiah Smith is already a proven one, and he showed he can run the offense even better than Will Howard did the year prior. However, as expected from most freshmen, under the bright lights, he did fall short in the College Football Playoff vs the Miami Hurricanes and in the Big Ten championship vs the Indiana Hoosiers. Although his season was special, he still has more room to grow. If he takes that next step, the Ohio State Buckeyes will have another national **** le trophy in their case.
Jayden Maiava still does not get the credit he deserves for how good he truly was last season. In his first season as a starting quarterback, he led the Trojans' offense to being a top unit in the country. Lincoln Riley's offense was dangerous and high scoring because of how good and confident Maiava was last season. Maiava threw for 3431 yards, 23 touchdowns, and 8 interceptions. Maiava is a gun slinger, and he takes a lot of shots, but playing more under control would do wonders for his perception and draft stock. If he can have a similar season, with fewer interceptions and showcase his running ability more, there is reason to believe he can be one of the first quarterbacks taken in this next draft. The success of the Trojans this year falls on Maiava's back, but I am confident he will take a step forward and not back in year 2.
#season #offense
4 hours ago
While the Nasdaq composite slides below its 50-day moving average and the S&P 500 remains below that benchmark, Raymond James Financial (RJF) has popped onto the Investor's Business Daily Breakout Stocks Index. The financial services and ******* et management firm joins nine other companies in the broad banking and financial sectors.
Bank Of America (BAC), Goldman Sachs (GS), U.S. Bancorp (USB), UBS (UBS) and Bank Of New York Mellon (BNY) also made the list. In a sign of where the big Wall Street money is flowing, 10 out of the 25 names on the latest weekly update of the IBD Breakout Stocks Index hail from the banking and financial sectors.
An A+ Accumulation/Distribution Rating clearly shows institutional demand for shares of Raymond James. The score shows heavy buying of the stock by mutual funds and other large players over the last 13 weeks.
After posting single-digit top- and bottom-line growth in 2025, a projected return to double-digit earnings and sales growth this year and next provides one catalyst.
In the second quarter, Raymond James generated a 16% rise in revenue to $3.288 billion. Earnings spiked 44% to $3.14 per share. For the full year, Wall Street forecasts 12% sales growth to $15.7 billion and a 14% jump in earnings to $12.15 a share.
#james #earnings #breakout #stocks
Bank Of America (BAC), Goldman Sachs (GS), U.S. Bancorp (USB), UBS (UBS) and Bank Of New York Mellon (BNY) also made the list. In a sign of where the big Wall Street money is flowing, 10 out of the 25 names on the latest weekly update of the IBD Breakout Stocks Index hail from the banking and financial sectors.
An A+ Accumulation/Distribution Rating clearly shows institutional demand for shares of Raymond James. The score shows heavy buying of the stock by mutual funds and other large players over the last 13 weeks.
After posting single-digit top- and bottom-line growth in 2025, a projected return to double-digit earnings and sales growth this year and next provides one catalyst.
In the second quarter, Raymond James generated a 16% rise in revenue to $3.288 billion. Earnings spiked 44% to $3.14 per share. For the full year, Wall Street forecasts 12% sales growth to $15.7 billion and a 14% jump in earnings to $12.15 a share.
#james #earnings #breakout #stocks
8 hours ago
Memory-chip stocks Micron Technology (MU) and SK Hynix (SKHY) fell Monday after Chinese rival ChangXin Memory Technologies, known as CXMT, rocketed in its initial public offering on the Shanghai Stock Exchange.
CXMT shares soared 466% in an IPO on Monday, giving the company a market capitalization of $484 billion, the Wall Street Journal reported. CXMT makes dynamic random-access memory (DRAM) chips, competing with Micron, Samsung and SK Hynix.
Another Chinese memory-chip maker, Yangtze Memory Technologies, is expected to conduct an IPO later this year, the Journal said. Yangtze, also known as YMTC, makes Nand flash memory chips and competes with Sandisk (SNDK) as well as Micron, Samsung and SK Hynix.
On the stock market today, Micron slid 2.3% to close at 900.20. SK Hynix dropped 7.5% to 143.02. Sandisk stock plunged 11% to 1,278.23.
In a client note, Wedbush Securities ******* yst Matt Bryson questioned how successful CXMT's business could be outside of China. Because of U.S. export restrictions, CXMT doesn't have access to ASML's (ASML) extreme ultraviolet (EUV) lithography gear so it can't make faster, higher-capacity chips to compete with Micron and its South Korean peers.
#micron #Stock
CXMT shares soared 466% in an IPO on Monday, giving the company a market capitalization of $484 billion, the Wall Street Journal reported. CXMT makes dynamic random-access memory (DRAM) chips, competing with Micron, Samsung and SK Hynix.
Another Chinese memory-chip maker, Yangtze Memory Technologies, is expected to conduct an IPO later this year, the Journal said. Yangtze, also known as YMTC, makes Nand flash memory chips and competes with Sandisk (SNDK) as well as Micron, Samsung and SK Hynix.
On the stock market today, Micron slid 2.3% to close at 900.20. SK Hynix dropped 7.5% to 143.02. Sandisk stock plunged 11% to 1,278.23.
In a client note, Wedbush Securities ******* yst Matt Bryson questioned how successful CXMT's business could be outside of China. Because of U.S. export restrictions, CXMT doesn't have access to ASML's (ASML) extreme ultraviolet (EUV) lithography gear so it can't make faster, higher-capacity chips to compete with Micron and its South Korean peers.
#micron #Stock
10 hours ago
Brentford are moving with intent in the market and Mamadou Sangaré has emerged as a leading target as the club reshapes its midfield ahead of the new season. According to L'Equipe, discussions with RC Lens are at an advanced stage over a deal worth €48m for the 24-year-old defensive midfielder.
The report points to a process that has been building quietly over recent weeks, with contact maintained between the clubs while Brentford prepare for the expected departure of Jordan Henderson, who is heading towards Chelsea. In that context, Sangaré appears to fit a clear recruitment brief, a midfielder capable of protecting the back line, covering ground and bringing authority in central areas.
Photo IMAGO
Sangaré's stock has risen sharply after an impressive Ligue 1 campaign. He played a major role in Lens putting together an excellent season, helping drive their push for Champions League qualification and contributing to their Coupe de France success. That form has placed him firmly on the radar of Premier League clubs, and Brentford seem to have acted decisively.
What stands out here is the level of progress. This does not read like early-stage interest or background admiration. With an agreement described as close, Brentford appear to be working towards the final steps of a significant signing, one that would represent a major investment at €48m.
#brentford #season #stage #towards
The report points to a process that has been building quietly over recent weeks, with contact maintained between the clubs while Brentford prepare for the expected departure of Jordan Henderson, who is heading towards Chelsea. In that context, Sangaré appears to fit a clear recruitment brief, a midfielder capable of protecting the back line, covering ground and bringing authority in central areas.
Photo IMAGO
Sangaré's stock has risen sharply after an impressive Ligue 1 campaign. He played a major role in Lens putting together an excellent season, helping drive their push for Champions League qualification and contributing to their Coupe de France success. That form has placed him firmly on the radar of Premier League clubs, and Brentford seem to have acted decisively.
What stands out here is the level of progress. This does not read like early-stage interest or background admiration. With an agreement described as close, Brentford appear to be working towards the final steps of a significant signing, one that would represent a major investment at €48m.
#brentford #season #stage #towards
12 hours ago
It's shaping up to be an interesting earnings season for the big tech stocks. Alphabet set the tone on July 22 with a solid second-quarter earnings report that saw revenue jump 24% from a year ago to $119.76 billion. Growth in Google Cloud was even better at 82%.
One might think that investors would celebrate Alphabet's commitment to grow out its all-important artificial intelligence infrastructure, but you'd be wrong. Alphabet raised its capex guidance from $185 billion to $200 billion, and the stock promptly dropped 6%, taking several other major tech stocks with it, as investors are getting spooked by the amount of money being poured into AI right now.
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 »
It's against this backdrop that fellow Magnificent Seven member Meta Platforms (NASDAQ:META) prepares to report its quarterly earnings after the closing bell on July 29. Meta, like Alphabet, has been spending heavily on data centers. But unlike Alphabet, it doesn't have a cloud computing division of its own to sell AI computing capacity as a revenue stream.
Is that about to change? We may get some answers when Meta steps up to the earnings podium.
#meta #NVIDIA #billion #july
One might think that investors would celebrate Alphabet's commitment to grow out its all-important artificial intelligence infrastructure, but you'd be wrong. Alphabet raised its capex guidance from $185 billion to $200 billion, and the stock promptly dropped 6%, taking several other major tech stocks with it, as investors are getting spooked by the amount of money being poured into AI right now.
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 »
It's against this backdrop that fellow Magnificent Seven member Meta Platforms (NASDAQ:META) prepares to report its quarterly earnings after the closing bell on July 29. Meta, like Alphabet, has been spending heavily on data centers. But unlike Alphabet, it doesn't have a cloud computing division of its own to sell AI computing capacity as a revenue stream.
Is that about to change? We may get some answers when Meta steps up to the earnings podium.
#meta #NVIDIA #billion #july
12 hours ago
Seagate is due to report earnings after the closing bell Tuesday, with options pricing suggesting traders see its stock swinging as much as 12% in either direction by the end of the week.
The stock has slipped off its highs in recent weeks amid a broader pullback in the AI trade.
Seagate is slated to report earnings after the closing bell Tuesday, and traders are anticipating a big move from the hard drive maker's stock following the results.
Based on recent options pricing, traders expect Seagate (STX) shares could swing as much as 12% in either direction by the end of the week. A move of that size from the stock's level midday trading Monday could see the shares rebound above $900, where they were earlier this month, or drag them down to around $720.
The shares have tripled in value since the start of the year, though they've slipped roughly 30% from their highs last month amid a broader pullback in the AI trade in recent weeks.
#shares #tuesday #closing
The stock has slipped off its highs in recent weeks amid a broader pullback in the AI trade.
Seagate is slated to report earnings after the closing bell Tuesday, and traders are anticipating a big move from the hard drive maker's stock following the results.
Based on recent options pricing, traders expect Seagate (STX) shares could swing as much as 12% in either direction by the end of the week. A move of that size from the stock's level midday trading Monday could see the shares rebound above $900, where they were earlier this month, or drag them down to around $720.
The shares have tripled in value since the start of the year, though they've slipped roughly 30% from their highs last month amid a broader pullback in the AI trade in recent weeks.
#shares #tuesday #closing
12 hours ago
When one considers the investment case for Tesla (TSLA), one hears about electric vehicles, autonomous vehicles, Optimus humanoid robots, and energy storage. The company's "Megapod" business is not something that is discussed in the annals of Tesla folklore frequently.
But in the company's latest earnings call, CEO Elon Musk explained how it can aid its AI ambitions. Describing it as a data center hardware system to be used for heavy AI compute, Musk commented, "This allows us to scale AI compute with aggregated electricity production. We can place Megapods at Superchargers and have distributed AI."
Dear ****** eX Stock Fans, Mark Your Calendars for August 6
Amazon Stock Just Hit a Major Hurdle Ahead of Earnings
Elon Musk Just Revealed a Quiet Win for Tesla's AI Ambitions
#compute #optimus
But in the company's latest earnings call, CEO Elon Musk explained how it can aid its AI ambitions. Describing it as a data center hardware system to be used for heavy AI compute, Musk commented, "This allows us to scale AI compute with aggregated electricity production. We can place Megapods at Superchargers and have distributed AI."
Dear ****** eX Stock Fans, Mark Your Calendars for August 6
Amazon Stock Just Hit a Major Hurdle Ahead of Earnings
Elon Musk Just Revealed a Quiet Win for Tesla's AI Ambitions
#compute #optimus
12 hours ago
As of 11:38 AM ET, the Dow Jones Industrial Average (DJINDICES:^DJI) is up 0.13% to 52,017.19, while the S&P 500 (SNPINDEX:^GSPC) is down 0.33% to 7,387.76, and the Nasdaq Composite (NASDAQINDEX:^IXIC) has slipped 0.44% to 24,840.43 as tech pressure offsets optimism from cooling geopolitical tensions.
Gold is up 0.45% to $4,074.30, and the 10-Year Treasury yield is down 0.03% to 4.65%. Communications and consumer defensive stocks are this morning's top-performing sectors while technology and energy sectors are in the red.
RTX Corp climbed 2.61% to $218.28 on strong Q2 earnings. SAP surged 7.4% to $171.79, extending last week's gains after the software company beat earnings expectations. Conversely, Nvidia is trading lower amid concerns about Chinese competition. Reddit is up 6.7% to 171.79 on optimism about its upcoming earnings.
Oil prices fell this morning on news of a pause in strikes between the U.S. and Iran. WTI crude oil fell almost 7% to $83.15 a barrel, boosting market sentiment and lifting the Dow slightly. However, investors are braced for further volatility and will be watching the Federal Reserve meeting this week. The Fed is widely expected to leave rates unchanged in July, but inflationary pressures caused by ongoing tensions in the Middle East and high spending by tech companies could prompt it to raise rates before the end of the year.
On the other side, renewed artificial intelligence (AI) valuation concerns weighed on markets. This week will bring earnings from Microsoft, Meta Platforms, Apple, and Amazon, and investors will be paying close attention to capital expenditure plans. The high concentration in the Nasdaq and the S&P 500 means any drop in their share prices will have an outsized impact on these major indexes.
#earnings
Gold is up 0.45% to $4,074.30, and the 10-Year Treasury yield is down 0.03% to 4.65%. Communications and consumer defensive stocks are this morning's top-performing sectors while technology and energy sectors are in the red.
RTX Corp climbed 2.61% to $218.28 on strong Q2 earnings. SAP surged 7.4% to $171.79, extending last week's gains after the software company beat earnings expectations. Conversely, Nvidia is trading lower amid concerns about Chinese competition. Reddit is up 6.7% to 171.79 on optimism about its upcoming earnings.
Oil prices fell this morning on news of a pause in strikes between the U.S. and Iran. WTI crude oil fell almost 7% to $83.15 a barrel, boosting market sentiment and lifting the Dow slightly. However, investors are braced for further volatility and will be watching the Federal Reserve meeting this week. The Fed is widely expected to leave rates unchanged in July, but inflationary pressures caused by ongoing tensions in the Middle East and high spending by tech companies could prompt it to raise rates before the end of the year.
On the other side, renewed artificial intelligence (AI) valuation concerns weighed on markets. This week will bring earnings from Microsoft, Meta Platforms, Apple, and Amazon, and investors will be paying close attention to capital expenditure plans. The high concentration in the Nasdaq and the S&P 500 means any drop in their share prices will have an outsized impact on these major indexes.
#earnings
12 hours ago
Alphabet (GOOG) (GOOGL) did almost everything investors had hoped for in its latest quarterly report. While the top and bottom line grew impressively, Google Cloud revenue generated an eye-popping annual growth as businesses continued pouring money into AI infrastructure and generative AI solutions. Under normal circumstances, those numbers would have fueled another rally. Instead, the stock headed in the opposite direction.
The sell-off was not driven by weak fundamentals – it was driven by what's ahead. Investors zeroed in on Alphabet's aggressive AI spending plans, with management signaling elevated capital expenditures this year and an even bigger investment push in 2027. As the artificial intelligence (AI) race intensifies, Wall Street is increasingly asking whether these massive investments will generate returns quickly enough.
Hedge Your Portfolio with This Real Estate Stock at New 5-Year Highs
Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, ****** ysis, and headlines.
The sell-off also altered GOOGL's technical setup. The stock closed below its 200-day moving average for the first time in more than a year, breaking a key support level that had held throughout the past 12 months. While many technical ****** ysts typically wait for several sessions below that level before confirming a trend change, the move has undoubtedly put the stock under the microscope.
#sell #driven
The sell-off was not driven by weak fundamentals – it was driven by what's ahead. Investors zeroed in on Alphabet's aggressive AI spending plans, with management signaling elevated capital expenditures this year and an even bigger investment push in 2027. As the artificial intelligence (AI) race intensifies, Wall Street is increasingly asking whether these massive investments will generate returns quickly enough.
Hedge Your Portfolio with This Real Estate Stock at New 5-Year Highs
Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, ****** ysis, and headlines.
The sell-off also altered GOOGL's technical setup. The stock closed below its 200-day moving average for the first time in more than a year, breaking a key support level that had held throughout the past 12 months. While many technical ****** ysts typically wait for several sessions below that level before confirming a trend change, the move has undoubtedly put the stock under the microscope.
#sell #driven
12 hours ago
Michael Burry's short targets Applied Materials after shares fell 26% from their peak, now trading at a steep 53x trailing price-to-earnings multiple.
China shifting to domestic toolmakers and potentially pulled-forward memory CapEx pose the two biggest risks to Applied Materials' future order pipeline.
Micron delivers cleaner, lower-valuation exposure to the memory boom than owning the equipment supplier one step removed from actual chip production.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Applied Materials didn't make the cut. Grab the names FREE today.
There's no mystery why Dr. Michael Burry is so bearish on the semi trade. It's overheated, and if you think AI is in a bubble, it just makes sense to bet against the broad basket. With an individual bearish position in Applied Materials (NASDAQ:AMAT), though, questions linger as to whether there's more pain to be had in the individual name targeted by the great Michael Burry.
#michael #memory #bearish #individual
China shifting to domestic toolmakers and potentially pulled-forward memory CapEx pose the two biggest risks to Applied Materials' future order pipeline.
Micron delivers cleaner, lower-valuation exposure to the memory boom than owning the equipment supplier one step removed from actual chip production.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Applied Materials didn't make the cut. Grab the names FREE today.
There's no mystery why Dr. Michael Burry is so bearish on the semi trade. It's overheated, and if you think AI is in a bubble, it just makes sense to bet against the broad basket. With an individual bearish position in Applied Materials (NASDAQ:AMAT), though, questions linger as to whether there's more pain to be had in the individual name targeted by the great Michael Burry.
#michael #memory #bearish #individual
12 hours ago
Hyliion Holdings (HYLN) develops modular power generation systems designed to run on a variety of fuel sources. After spending years under the radar, Hyliion has been attracting fresh investor attention in 2026 as its commercial strategy begins to gain traction. The company has been making headlines for advancing deployments of its KARNO generators, a technology built to deliver reliable, low-emission power across multiple fuel types.
That growing momentum received a major boost this week after Hyliion landed a $41.7 million contract from the United States Office of Naval Research to design, develop, build, test, and deliver 2-megawatt and 3-megawatt KARNO power generation systems. Beyond the immediate revenue opportunity, the award serves as a meaningful endorsement of the company's technology by a key U.S. government agency, potentially opening the door to additional defense and commercial opportunities.
Dear ***** eX Stock Fans, Mark Your Calendars for August 6
Amazon Stock Just Hit a Major Hurdle Ahead of Earnings
Elon Musk Just Revealed a Quiet Win for Tesla's AI Ambitions
#karno #fuel #technology
That growing momentum received a major boost this week after Hyliion landed a $41.7 million contract from the United States Office of Naval Research to design, develop, build, test, and deliver 2-megawatt and 3-megawatt KARNO power generation systems. Beyond the immediate revenue opportunity, the award serves as a meaningful endorsement of the company's technology by a key U.S. government agency, potentially opening the door to additional defense and commercial opportunities.
Dear ***** eX Stock Fans, Mark Your Calendars for August 6
Amazon Stock Just Hit a Major Hurdle Ahead of Earnings
Elon Musk Just Revealed a Quiet Win for Tesla's AI Ambitions
#karno #fuel #technology
12 hours ago
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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
12 hours ago
Cathie Wood doesn't mind volatility. The founder, CEO, and chief investment officer of Ark Invest went shopping as many of her existing positions were sinking.
Ark bought more shares of Tesla (NASDAQ: TSLA), **** e Exploration Technologies (NASDAQ: SPCX), and Meta Platforms (NASDAQ: META) last week. The stocks would go on to decline between 7% and 18% for the week. Let's take a closer look at some of Wood's most prolific trades from the past week, each one among the 10 largest companies by market cap.
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 »
It's been a **** py road for the world's largest automaker by market cap. Tesla stock has fallen 16% in the final two trading days of last week, after the company posted disappointing financial results. The pullback isn't a fluke. Tesla has now fallen a humbling 37% since peaking seven months ago. Tesla entered this week just 5% away from taking out its 52-week low.
The second-quarter results were problematic. Total revenue rose 26% to $28.2 billion, but that was largely expected. Tesla had announced a 25% jump in vehicles delivered during the last three months three weeks ago. It's commendable that Tesla is growing its flagship business, following back-to-back quarters of sequential declines after the end of federal tax credits for electric vehicles in the third quarter of last year. The report gets worse once you get past the top-line results.
#last #NVIDIA #flashing
Ark bought more shares of Tesla (NASDAQ: TSLA), **** e Exploration Technologies (NASDAQ: SPCX), and Meta Platforms (NASDAQ: META) last week. The stocks would go on to decline between 7% and 18% for the week. Let's take a closer look at some of Wood's most prolific trades from the past week, each one among the 10 largest companies by market cap.
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 »
It's been a **** py road for the world's largest automaker by market cap. Tesla stock has fallen 16% in the final two trading days of last week, after the company posted disappointing financial results. The pullback isn't a fluke. Tesla has now fallen a humbling 37% since peaking seven months ago. Tesla entered this week just 5% away from taking out its 52-week low.
The second-quarter results were problematic. Total revenue rose 26% to $28.2 billion, but that was largely expected. Tesla had announced a 25% jump in vehicles delivered during the last three months three weeks ago. It's commendable that Tesla is growing its flagship business, following back-to-back quarters of sequential declines after the end of federal tax credits for electric vehicles in the third quarter of last year. The report gets worse once you get past the top-line results.
#last #NVIDIA #flashing
13 hours ago
With a market cap of $71.5 billion, Synopsys, Inc. (SNPS) is a leading provider of engineering solutions spanning silicon to systems, helping customers accelerate the development of AI-powered products. The company offers industry-leading silicon design, IP, simulation and **** ysis solutions, and design services to enhance R&D productivity and drive innovation across diverse industries.
The Sunnyvale, California-based company is slated to announce its fiscal Q3 2026 results soon. Ahead of the release, **** ysts expect Synopsys to report EPS of $2.67, a 16.1% rise from $2.30 in the year-ago quarter. It has exceeded Wall Street's earnings expectations in three of the past four quarters while missing on another occasion.
Dear **** eX Stock Fans, Mark Your Calendars for August 6
Amazon Stock Just Hit a Major Hurdle Ahead of Earnings
Elon Musk Just Revealed a Quiet Win for Tesla's AI Ambitions
#earnings #company #design
The Sunnyvale, California-based company is slated to announce its fiscal Q3 2026 results soon. Ahead of the release, **** ysts expect Synopsys to report EPS of $2.67, a 16.1% rise from $2.30 in the year-ago quarter. It has exceeded Wall Street's earnings expectations in three of the past four quarters while missing on another occasion.
Dear **** eX Stock Fans, Mark Your Calendars for August 6
Amazon Stock Just Hit a Major Hurdle Ahead of Earnings
Elon Musk Just Revealed a Quiet Win for Tesla's AI Ambitions
#earnings #company #design
13 hours ago
The EMA GARP Fund, managed by Equity Management ******* ociates, recently released its second-quarter investor letter for 2026. The letter can be downloaded here. The letter emphasizes that capital expenditures in artificial intelligence (AI) are driving growth and earnings, despite extreme valuations in the U.S. market, which resemble a bubble-like situation. It also discusses the impact of passive ETF flows, fiscal deficits, and inflationary policies. For the quarter, the Fund's value decreased by 20.00%, and it is down 21.96% for the first half of the year, even though AI and related growth stocks were prominent during Q2. Additionally, the firm identified precious metals miners as a potentially strong investment, noting that they are significantly undervalued and present substantial asymmetrical opportunities. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, EMA GARP Fund highlighted Avino Silver & Gold Mines Ltd. (NYSEAMERICAN:ASM). Avino Silver & Gold Mines Ltd. (NYSEAMERICAN:ASM) is a Canadian precious metal mining company that engages in the acquisition, exploration, and advancement of mineral properties. On July 24, 2026, Avino Silver & Gold Mines Ltd. (NYSEAMERICAN:ASM) closed at $5.63 per share, reflecting a market capitalization of $986.77 million. Avino Silver & Gold Mines Ltd. (NYSEAMERICAN:ASM) posted a one-month return of -10.21%, while its shares gained 69.07% over the past 52 weeks.
EMA GARP Fund stated the following regarding Avino Silver & Gold Mines Ltd. (NYSEAMERICAN:ASM) in its Q2 2026 investor update:
"The miners are way, way too cheap at present gold and silver prices. And their earnings outlook is robust at higher bullion prices given the substantial operating leverage. Miner industry profitability is as good as it's been at any point in the last 25 years. Two Miner Case Studies are outlined – Aris and Avino Silver & Gold Mines Ltd. (NYSEAMERICAN:ASM). Crazy cheap and massive asymmetry.
Avino Silver and Gold is a mid-tier producer of mostly silver with some gold and copper credits. They operate two mines which share one mill in Mexico's Durango Province, a generally safe area free of cartel activity. In calendar 2025, they produced 2.6 million silver equivalent ounces at an average cost (AISC) of $23.75/ounce. With an average silver selling price of $44.70 per ounce during the year their average margin was $20.95/ounce. So, at the mine operating level they had contribution of $54 million. After SG&A, EBITDA for 2025 was $28.5 million. However silver prices today ($60/ounce) are substantially above last year's average price and in Q1 of 2026 they had EBITDA of $20 million. Bloomberg ******* yst's consensus for 2026 EBITDA is $80 million. So, the Company is trading at 12.5x EBITDA…." (Click here to read the full text)
#silver #Gold #fund #letter
In its Q2 2026 investor letter, EMA GARP Fund highlighted Avino Silver & Gold Mines Ltd. (NYSEAMERICAN:ASM). Avino Silver & Gold Mines Ltd. (NYSEAMERICAN:ASM) is a Canadian precious metal mining company that engages in the acquisition, exploration, and advancement of mineral properties. On July 24, 2026, Avino Silver & Gold Mines Ltd. (NYSEAMERICAN:ASM) closed at $5.63 per share, reflecting a market capitalization of $986.77 million. Avino Silver & Gold Mines Ltd. (NYSEAMERICAN:ASM) posted a one-month return of -10.21%, while its shares gained 69.07% over the past 52 weeks.
EMA GARP Fund stated the following regarding Avino Silver & Gold Mines Ltd. (NYSEAMERICAN:ASM) in its Q2 2026 investor update:
"The miners are way, way too cheap at present gold and silver prices. And their earnings outlook is robust at higher bullion prices given the substantial operating leverage. Miner industry profitability is as good as it's been at any point in the last 25 years. Two Miner Case Studies are outlined – Aris and Avino Silver & Gold Mines Ltd. (NYSEAMERICAN:ASM). Crazy cheap and massive asymmetry.
Avino Silver and Gold is a mid-tier producer of mostly silver with some gold and copper credits. They operate two mines which share one mill in Mexico's Durango Province, a generally safe area free of cartel activity. In calendar 2025, they produced 2.6 million silver equivalent ounces at an average cost (AISC) of $23.75/ounce. With an average silver selling price of $44.70 per ounce during the year their average margin was $20.95/ounce. So, at the mine operating level they had contribution of $54 million. After SG&A, EBITDA for 2025 was $28.5 million. However silver prices today ($60/ounce) are substantially above last year's average price and in Q1 of 2026 they had EBITDA of $20 million. Bloomberg ******* yst's consensus for 2026 EBITDA is $80 million. So, the Company is trading at 12.5x EBITDA…." (Click here to read the full text)
#silver #Gold #fund #letter
13 hours ago
Two Detroit automakers jumped Monday morning on positive ****** yst news. Jefferies upgraded both General Motors and Ford to buy ratings, from hold.
The investment firm raised General Motors' price target to $99 from $90; and Ford to $17.50, up from $14.50, according to theFly.com. The price targets imply a 12-month upside of 17% for GM and 21% for Ford, relative to where shares traded Monday morning.
The ****** yst action for both companies follows an extended period of hold ratings, and comes after both automakers in December incurred huge, multibillion write-offs related to a series of electric vehicle investments that didn't pan out.
Ford stock rose as much as 3% on Monday's news as it continues to hug its 50-day line, according to MarketSurge. Meanwhile, General Motors' 3.5% gain pushed it briefly above a buy point of 85.41 as it tinkers with a breakout from a flat base. Over the last 12 months, General Motors (GM) is up just under 60%. Ford (F) advanced roughly 28%.
#ford #automakers
The investment firm raised General Motors' price target to $99 from $90; and Ford to $17.50, up from $14.50, according to theFly.com. The price targets imply a 12-month upside of 17% for GM and 21% for Ford, relative to where shares traded Monday morning.
The ****** yst action for both companies follows an extended period of hold ratings, and comes after both automakers in December incurred huge, multibillion write-offs related to a series of electric vehicle investments that didn't pan out.
Ford stock rose as much as 3% on Monday's news as it continues to hug its 50-day line, according to MarketSurge. Meanwhile, General Motors' 3.5% gain pushed it briefly above a buy point of 85.41 as it tinkers with a breakout from a flat base. Over the last 12 months, General Motors (GM) is up just under 60%. Ford (F) advanced roughly 28%.
#ford #automakers
13 hours ago
It's amazing how the free cash flow line has meant wildly different things for Apple (AAPL) and Oracle (ORCL) investors this year.
Call it an Investing 101 reminder: Cash is king.
Quick insight: With tech investors laser-focused on capex, free cash flow has emerged as a major driver of share prices this year.
The latest example: Alphabet (GOOGL) reported its first negative free cash flow quarter, and the stock was hammered last week after its earnings. Free cash flow could remain negative for Alphabet in the near-term, based on guidance from its earnings call.
As for Apple, it has generated about $129 billion in trailing 12-month free cash flow. On the other hand, Oracle has seen a $24 billion outflow. It's not that Apple isn't investing in AI, but Oracle's business model requires it to take bigger financial swings. In this case, those swings are being funded by new debt.
#Apple #investors
Call it an Investing 101 reminder: Cash is king.
Quick insight: With tech investors laser-focused on capex, free cash flow has emerged as a major driver of share prices this year.
The latest example: Alphabet (GOOGL) reported its first negative free cash flow quarter, and the stock was hammered last week after its earnings. Free cash flow could remain negative for Alphabet in the near-term, based on guidance from its earnings call.
As for Apple, it has generated about $129 billion in trailing 12-month free cash flow. On the other hand, Oracle has seen a $24 billion outflow. It's not that Apple isn't investing in AI, but Oracle's business model requires it to take bigger financial swings. In this case, those swings are being funded by new debt.
#Apple #investors
13 hours ago
Every major AI chip story seems to lead back to Arm Holdings (ARM) as the industry's biggest players rely on the company's architecture to build their processors. As ARM gears up for its fiscal Q1 earnings on July 29, investors are eager to see if the company can continue to translate strong demand into sustained growth needed to justify its premium valuation.
Valued at $277.7 billion, Arm Holdings develops the processor technology that powers billions of chips globally, licenses that technology to semiconductor firms, and gets royalties on each chip shipped. The company earns money through licensing revenue and royalty revenue. While historically, Arm's business was dominated by smartphones, today its processors power PCs and laptops, cloud servers, AI data centers, automotive chips, smart TVs, IoT devices, and much more. Thanks to AI, the company now has new growth opportunities in Cloud AI, Edge AI, and Physical AI.
Dear **** eX Stock Fans, Mark Your Calendars for August 6
Amazon Stock Just Hit a Major Hurdle Ahead of Earnings
Elon Musk Just Revealed a Quiet Win for Tesla's AI Ambitions
#Stock #chip #processors
Valued at $277.7 billion, Arm Holdings develops the processor technology that powers billions of chips globally, licenses that technology to semiconductor firms, and gets royalties on each chip shipped. The company earns money through licensing revenue and royalty revenue. While historically, Arm's business was dominated by smartphones, today its processors power PCs and laptops, cloud servers, AI data centers, automotive chips, smart TVs, IoT devices, and much more. Thanks to AI, the company now has new growth opportunities in Cloud AI, Edge AI, and Physical AI.
Dear **** eX Stock Fans, Mark Your Calendars for August 6
Amazon Stock Just Hit a Major Hurdle Ahead of Earnings
Elon Musk Just Revealed a Quiet Win for Tesla's AI Ambitions
#Stock #chip #processors
13 hours ago
Shares of neocloud infrastructure provider Nebius Group (NASDAQ: NBIS) shot up nearly 19% on July 21 after it emerged that Nvidia has a significant stake in the company.
According to a filing with the U.S. Securities and Exchange Commission (SEC), Nvidia has a 9.3% equity stake in Nebius, which amounts to just over $5 billion as of this writing. It is worth noting that Nvidia announced a $2 billion investment in Nebius in March this year to help the neocloud specialist deploy more than 5 gigawatts (GW) of artificial intelligence (AI) data center capacity by the end of the decade.
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 »
That investment has grown substantially. The AI stock has jumped over 67% since Nvidia announced it was backing Nebius on March 11. The good news is that Nebius still has significant upside potential, given the fast-growing AI data center market it serves. Let's see why this Nvidia-backed AI infrastructure specialist is destined to be a long-term winner.
Nebius provides dedicated AI data centers to customers looking to run AI workloads in the cloud. More importantly, the company operates an end-to-end AI cloud infrastructure platform by offering software solutions as well, enabling customers to build AI agents, fine-tune models, and develop applications, among other things.
#infrastructure #flashing
According to a filing with the U.S. Securities and Exchange Commission (SEC), Nvidia has a 9.3% equity stake in Nebius, which amounts to just over $5 billion as of this writing. It is worth noting that Nvidia announced a $2 billion investment in Nebius in March this year to help the neocloud specialist deploy more than 5 gigawatts (GW) of artificial intelligence (AI) data center capacity by the end of the decade.
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 »
That investment has grown substantially. The AI stock has jumped over 67% since Nvidia announced it was backing Nebius on March 11. The good news is that Nebius still has significant upside potential, given the fast-growing AI data center market it serves. Let's see why this Nvidia-backed AI infrastructure specialist is destined to be a long-term winner.
Nebius provides dedicated AI data centers to customers looking to run AI workloads in the cloud. More importantly, the company operates an end-to-end AI cloud infrastructure platform by offering software solutions as well, enabling customers to build AI agents, fine-tune models, and develop applications, among other things.
#infrastructure #flashing
13 hours ago
Brandes Investment Partners, an ***** et management company, released its second-quarter 2026 investor letter for its "Brandes Small Cap Value Fund". A copy of the letter is available to download here. In Q2 2026, the Fund underperformed the Russell 2000 Index's 21.49% gain and the Russell 2000 Value Index's 17.19% rise. However, year-to-date, the fund (Class I Shares) increased by 23.17%, surpassing the 22.57% and 22.99% returns of the indexes, respectively. The second quarter's performance was mainly driven by holdings in the industrial sector, particularly aerospace and defense, as well as energy. Its underperformance was due to holdings and an underweight position in the information technology sector. The Firm remains optimistic about value stocks, citing their attractive valuations and strong free cash flow generation. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Brandes Small Cap Value Fund highlighted its new purchase, The Campbell's Company (NASDAQ:CPB). The Campbell's Company (NASDAQ:CPB) is a leading US-based packaged food company. On July 24, 2026, The Campbell's Company (NASDAQ:CPB) closed at $21.84 per share, reflecting a market capitalization of $6.51 billion. The Campbell's Company (NASDAQ:CPB) posted a one-month return of -5.08%, while its shares lost 32.26% over the past 52 weeks.
Brandes Small Cap Value Fund stated the following regarding The Campbell's Company (NASDAQ:CPB) in its Q2 2026 investor update:
"The Campbell's Company (NASDAQ:CPB) is a North America-focused, branded packaged food company operating primarily in two segments: Meals & Beverages and Snacks. Meals & Beverages includes Campbell's condensed and ready-to-serve soups, Chunky, Swanson broths, Pacific Foods, Prego, Rao's and V8. The Snacks segment includes Goldfish, Pepperidge Farm, Snyder's of Hanover, Lance, Late July, Kettle Brand and Cape Cod. The company holds number one or number two market positions in most of its categories, and its portfolio has evolved well beyond its legacy soup identity through such acquisitions as Snyder's-Lance and Sovos Brands.
While its core categories are mature, they remain relatively defensive, with below-average and broadly stable private-label penetration, strong brand recognition and exposure to at home eating occasions where convenience, value and perceived health remain relevant…" (Click here to read the full text)
#company #investor #letter
In its Q2 2026 investor letter, Brandes Small Cap Value Fund highlighted its new purchase, The Campbell's Company (NASDAQ:CPB). The Campbell's Company (NASDAQ:CPB) is a leading US-based packaged food company. On July 24, 2026, The Campbell's Company (NASDAQ:CPB) closed at $21.84 per share, reflecting a market capitalization of $6.51 billion. The Campbell's Company (NASDAQ:CPB) posted a one-month return of -5.08%, while its shares lost 32.26% over the past 52 weeks.
Brandes Small Cap Value Fund stated the following regarding The Campbell's Company (NASDAQ:CPB) in its Q2 2026 investor update:
"The Campbell's Company (NASDAQ:CPB) is a North America-focused, branded packaged food company operating primarily in two segments: Meals & Beverages and Snacks. Meals & Beverages includes Campbell's condensed and ready-to-serve soups, Chunky, Swanson broths, Pacific Foods, Prego, Rao's and V8. The Snacks segment includes Goldfish, Pepperidge Farm, Snyder's of Hanover, Lance, Late July, Kettle Brand and Cape Cod. The company holds number one or number two market positions in most of its categories, and its portfolio has evolved well beyond its legacy soup identity through such acquisitions as Snyder's-Lance and Sovos Brands.
While its core categories are mature, they remain relatively defensive, with below-average and broadly stable private-label penetration, strong brand recognition and exposure to at home eating occasions where convenience, value and perceived health remain relevant…" (Click here to read the full text)
#company #investor #letter
13 hours ago
Our ***** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Boring wins again. Italgas, the pipe company ***** ody talks about at parties, just posted a record 81% margin and 25% EBITDA growth by doing something shockingly simple: buying a rival and actually integrating it well.
Italgas, Europe's largest gas distributor, posted first-half adjusted EBITDA of €1.07 billion, up 25% year over year. Total adjusted revenue climbed to €1.32 billion, up 17.5%, and adjusted net profit rose 27.3% to €398.6 million. CEO Paolo Gallo called the margin the highest in company history.
The engine behind all of it is last year's acquisition of 2i Rete Gas. Italgas has already banked roughly 42% of its 2032 synergy target, capturing about €130 million in savings in just six months, against €35 million for all of 2025 combined. Total operating costs fell 6.4% even after absorbing the new company's cost base, and dropped more than 20% on a like-for-like basis. Full-year guidance and the long-range strategic plan both stayed intact.
There's no oil-price guessing game here, no battery race, no app anyone needs to fall in love with. Italgas owns pipes under regulated contracts and gets paid to keep them running. The 2i Rete Gas numbers prove something specific: this deal wasn't just about scale, it was about actually finding the overlap in networks, contracts, IT systems, and procurement, and squeezing real money out of it, faster than the integration playbook usually allows.
#italgas #total #company #posted
Boring wins again. Italgas, the pipe company ***** ody talks about at parties, just posted a record 81% margin and 25% EBITDA growth by doing something shockingly simple: buying a rival and actually integrating it well.
Italgas, Europe's largest gas distributor, posted first-half adjusted EBITDA of €1.07 billion, up 25% year over year. Total adjusted revenue climbed to €1.32 billion, up 17.5%, and adjusted net profit rose 27.3% to €398.6 million. CEO Paolo Gallo called the margin the highest in company history.
The engine behind all of it is last year's acquisition of 2i Rete Gas. Italgas has already banked roughly 42% of its 2032 synergy target, capturing about €130 million in savings in just six months, against €35 million for all of 2025 combined. Total operating costs fell 6.4% even after absorbing the new company's cost base, and dropped more than 20% on a like-for-like basis. Full-year guidance and the long-range strategic plan both stayed intact.
There's no oil-price guessing game here, no battery race, no app anyone needs to fall in love with. Italgas owns pipes under regulated contracts and gets paid to keep them running. The 2i Rete Gas numbers prove something specific: this deal wasn't just about scale, it was about actually finding the overlap in networks, contracts, IT systems, and procurement, and squeezing real money out of it, faster than the integration playbook usually allows.
#italgas #total #company #posted
