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SoundHound AI Shares Dip 3.7% as Revenue Growth Questions Loom
Analysis Daniel Marsh

SoundHound AI Shares Dip 3.7% as Revenue Growth Questions Loom

SoundHound AI shares dropped 3.7% to $6.22 as a new Deliverect partnership failed to reassure investors ahead of Q2 results, with revenue growth targets under scrutiny.

SOUN LPSN
Kalshi Midterm Hub Reveals Divergent House and Senate Odds
Analysis Daniel Marsh

Kalshi Midterm Hub Reveals Divergent House and Senate Odds

Kalshi's midterm hub highlights a sharp contrast: Democrats are heavily favored to win the House, but Senate control remains a tight race.

Nvidia Shares Slip as Focus Shifts to Customer Profitability
Analysis Daniel Marsh

Nvidia Shares Slip as Focus Shifts to Customer Profitability

Nvidia shares fell 0.74% in premarket as investors shift focus to customer profitability despite a $700M US plant and $60B in server orders.

NVDA SMCI BMY GOOGL
Kroger's Pricing Strategy Outshines Walmart in Latest Basket Comparison
Analysis Daniel Marsh

Kroger's Pricing Strategy Outshines Walmart in Latest Basket Comparison

Kroger (NYSE:KR) edged out Walmart (NASDAQ:WMT) by 95 cents in a 15-item store-brand basket comparison, showcasing its pricing strategy and margin investments.

KR WMT ACI
QuantumScape's Market Cap Trades at 4.1x Cash Reserves Ahead of Q2 Report
Analysis Daniel Marsh

QuantumScape's Market Cap Trades at 4.1x Cash Reserves Ahead of Q2 Report

QuantumScape's market cap of $3.70B is 4.1 times its cash and investments, far above peers. Investors await Q2 earnings for proof of production advancement.

QS SLDP SES
Big Tech's $710B Spend Puts AI Profitability Under Wall Street's Microscope
Analysis Daniel Marsh

Big Tech's $710B Spend Puts AI Profitability Under Wall Street's Microscope

Four hyperscalers are set to invest up to $725 billion in 2026, but the focus shifts from compute spending to revenue per dollar deployed.

AMZN MSFT GOOGL META NVDA UBS GS
Kraft Heinz Leverages Disney Deal to Test $600M Brand Revamp
Analysis Daniel Marsh

Kraft Heinz Leverages Disney Deal to Test $600M Brand Revamp

Kraft Heinz (KHC) and Disney (DIS) have entered a multi-year partnership spanning ten brands and hundreds of dining locations. The deal is a key test of a $600 million brand overhaul as North American volumes continue to slide.

KHC DIS
VTI's Broader Market Exposure Fails to Outperform VOO During Downturns
Analysis Daniel Marsh

VTI's Broader Market Exposure Fails to Outperform VOO During Downturns

Despite holding 3,025 additional stocks, VTI underperformed VOO during three major market selloffs, with gaps up to 1.35 percentage points.

VTI VOO
DroneShield Short Interest Hits 52-Week High Amid Revenue Forecast Cuts
Analysis Daniel Marsh

DroneShield Short Interest Hits 52-Week High Amid Revenue Forecast Cuts

Short interest in DroneShield (ASX:DRO) hit a 52-week peak of 12.84% as Jefferies slashed revenue forecasts and price target, citing delivery issues.

JEF ASX
T-Mobile Faces Churn Risk as Legacy Plan Migration Begins
Analysis Daniel Marsh

T-Mobile Faces Churn Risk as Legacy Plan Migration Begins

T-Mobile begins migrating legacy users to new plans, with churn rates a key focus ahead of earnings. Price hikes could boost annual billings by $720 million.

TMUS T VZ
AI Platform Stocks Seen as Next Growth Phase After Nvidia's Run
Analysis Daniel Marsh

AI Platform Stocks Seen as Next Growth Phase After Nvidia's Run

As semiconductor stocks enter correction, AI platform operators may deliver the next upside surprise, with Alphabet's earnings on July 22 as a key test.

NVDA GOOGL MSFT AMZN META AMD AVGO ANET VRT TXN MU INTC UBS
SoundHound AI Merger Analysis: Revenue Growth and Margin Improvement
Analysis Daniel Marsh

SoundHound AI Merger Analysis: Revenue Growth and Margin Improvement

SoundHound AI closed at $6.27 on Friday, down 5.6% for the week. Preliminary merger data reveals a 108% increase in revenue per basic share.

SOUN LPSN