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Latest stock market news and real-time market analysis. Track S&P 500, Nasdaq, and Dow Jones movements, sector rotations, and breaking market events.

NIO Surges Past Rivals in 2026 Deliveries After July Gains
Markets Daniel Marsh

NIO Surges Past Rivals in 2026 Deliveries After July Gains

NIO's July deliveries rose 71% YoY to 35,934 vehicles, helping it overtake Li Auto and XPeng in 2026 cumulative sales. The stock gained 8.7% last week.

NIO LI XPEV
IREN Ends Volatile Week Flat as AI Contracts Shift to Execution Phase
Markets Daniel Marsh

IREN Ends Volatile Week Flat as AI Contracts Shift to Execution Phase

IREN shares ended a volatile week nearly flat after AI Cloud contracts moved to fulfillment. With 85% of the ARR goal signed, investors now focus on execution.

IREN APLD CRWV NBIS MARA RIOT CLSK
Tech Gains Mask Narrow Market as Jobs Report Looms
Markets Daniel Marsh

Tech Gains Mask Narrow Market as Jobs Report Looms

Stocks closed higher this week, but tech-led gains masked a narrow rally. Investors now await the July jobs report, which could influence Fed rate hike expectations.

MSFT AMZN AAPL PLTR CAT MRK AMD LLY SPY QQQ IWM
Ambarella Soars 16% on NXP Acquisition Talks; NXP Drops 6.5%
Markets Daniel Marsh

Ambarella Soars 16% on NXP Acquisition Talks; NXP Drops 6.5%

Ambarella (AMBA) jumped 16% on takeover speculation involving NXP Semiconductors (NXPI), which fell 6.5%, wiping out $4 billion in market value.

AMBA NXPI
Berkshire's Week: Fee Gap vs. Index Concentration in S&P 500 ETFs
Markets Daniel Marsh

Berkshire's Week: Fee Gap vs. Index Concentration in S&P 500 ETFs

Berkshire Hathaway (BRK.B) gained 3.4% last week, beating S&P 500 ETFs. We break down the fee gap and top-heavy index concentration.

BRK.B VOO SPY AAPL NVDA MSFT PNC
TELUS Stock Plunges 11% on Dividend Reset and Weak Guidance
Markets Daniel Marsh

TELUS Stock Plunges 11% on Dividend Reset and Weak Guidance

TELUS shares plummeted 11.27% after the company cut its dividend and lowered guidance, erasing C$2.7B in market value. The move aligns with projected dividend savings.

Nokia's AI order surge raises cash flow concerns as shares dip
Markets Daniel Marsh

Nokia's AI order surge raises cash flow concerns as shares dip

Nokia's Q2 AI orders totaled €2.8B, but shares fell 3.2% as investors weigh cash conversion. S&P affirms BBB- with positive outlook.

CIEN SPGI
Nvidia Retakes Crown as Cloud Giants Pour $140B into AI Infrastructure
Markets Daniel Marsh

Nvidia Retakes Crown as Cloud Giants Pour $140B into AI Infrastructure

Nvidia reclaimed the world's most valuable company title Friday as Amazon, Alphabet, and Microsoft disclosed a combined $140.1 billion in quarterly cloud infrastructure spending, signaling sustained AI demand.

NVDA AAPL AMZN GOOGL MSFT AMD TSM
India VIX Slips 16% as Liquidity Concerns Cloud Market Calm
Markets Daniel Marsh

India VIX Slips 16% as Liquidity Concerns Cloud Market Calm

India VIX dropped 16.2% to 11.755 as NIFTY 50 gained 2.6%, but derivatives turnover fell 27.1% due to new funding rules, raising questions about the reliability of the volatility signal.

GLD
Guyana's Oil Revenue Share to Rise as Stabroek Cost Recovery Hits $55B
Markets Daniel Marsh

Guyana's Oil Revenue Share to Rise as Stabroek Cost Recovery Hits $55B

Stabroek consortium recoups $55B in costs ahead of schedule, shifting Guyana to profit-sharing. Exxon's entitlement dips 100k bpd, but free cash flow expected to double by 2030.

XOM CVX USO
FTSE 100 Gains Concentrated in Two-Day Rally; Energy and Earnings in Focus
Markets Daniel Marsh

FTSE 100 Gains Concentrated in Two-Day Rally; Energy and Earnings in Focus

The FTSE 100 advanced 1.23% last week, but nearly all gains came from a two-day rally. Key earnings from BP, HSBC, and Glencore are due next week.

UL RR BP HSBC NXT USO
AI Cash Flow Concerns Split Tech Stocks as S&P 500 Gains 1.1%
Markets Daniel Marsh

AI Cash Flow Concerns Split Tech Stocks as S&P 500 Gains 1.1%

Wall Street ended higher last week, but AI investment scrutiny deepened. Microsoft and Amazon rallied on strong cloud results, while Apple and Meta slid on cash flow worries.

MSFT AMZN AAPL META PLTR AMD LLY