Daniel Marsh, Senior Markets Analyst at StockTi — Page 164

Markets Jul 31

WBD Stock Climbs 3.2% as Legal Hurdle to Paramount Deal Narrows

WBD shares gained 3.2% Friday, closing at $26.29, as reports of a possible settlement in the Paramount antitrust lawsuit improved deal prospects.

WBD PSKY CMCSA DIS NFLX

Markets Jul 31

Dow Rises 278 Points, But Rally Hinges on Just Two Stocks

The Dow rose 278 points Friday, but Amazon and Alphabet accounted for 124% of the gain. Apple and Boeing dragged, while the Nasdaq outperformed.

AMZN GOOGL AAPL BA CAT DIS NVDA

Markets Jul 31

AI-Driven Rally Lifts S&P 500, But Small Caps Lag Behind

S&P 500 and Nasdaq rise on AI optimism, but small caps lag. Amazon surges 15% on strong AWS, Apple falls on weak outlook. Yields climb ahead of jobs data.

AMZN MSFT AAPL NVDA SPY QQQ IWM

Analysis Jul 31

Alibaba Surges 5% on AI Cloud Deal Report

Alibaba (BABA) rose 5.1% to $122.28 after a report linked its cloud infrastructure to Moonshot AI's chip acquisition, highlighting AI-cloud synergy. The stock is up 9% in five days.

BABA JD PDD KWEB NVDA AMZN MSFT

Markets Jul 31

AMC Stock Slips Despite Record Spider-Man Preview and Dilution Concerns

AMC shares dipped to $2.76 despite a record $72M Spider-Man preview. A 74% increase in share count weighs on valuation.

AMC CNK IMAX NCMI

Markets Jul 31

Wetour Robotics Soars 145% Before 1-for-100 Reverse Split; Vote on 2 Trillion Share Plan Looms

Wetour Robotics (WETO) surges 145% pre-reverse split; shareholders to vote on 2 trillion share plan and Class B stock with 100 votes per share.

WETO

Markets Jul 31

Plug Power Slips as Texas Asset Sale Raises Cash Burn Questions

Plug Power shares slipped 1.9% to $2.05 as the company closed a Texas asset sale, raising concerns about its cash burn and liquidity position.

PLUG BE FCEL BLDP

Analysis Jul 31

Medicare Part D Subsidy Phaseout Poses Enrollment Risks for Standalone Plans

Centene (CNC) is most exposed to Medicare Part D subsidy phaseout, with 90% of its drug plan members in standalone plans. The end of the $3.6B demo could trigger enrollment shifts.

CNC CVS HUM UNH

Markets Jul 31

Trump Accounts Draw $1.5B to S&P 500 ETF; Fee Impact Minimal

Trump Accounts have attracted $1.5B into SPYM ETF, generating about $300K in annual fees for State Street. The impact is minimal near-term but offers a long-term retail pipeline.

STT SPY