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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.

NANO Nuclear's Cash Cushion Supports Stock Amid Volatile Week
Markets Daniel Marsh

NANO Nuclear's Cash Cushion Supports Stock Amid Volatile Week

NANO Nuclear (NNE) ended the week 2.1% higher despite a volatile session, with liquidity covering two-thirds of its market value, providing a strong balance-sheet buffer.

NNE OKLO SMR LEU
Mortgage Rates Hit One-Year High as Treasury Yields Dominate Investor Focus
Markets Daniel Marsh

Mortgage Rates Hit One-Year High as Treasury Yields Dominate Investor Focus

U.S. mortgage rates hit a one-year high at 6.66%, with Treasury yields driving the move. Housing stocks declined as loan applications fell sharply.

RKT UWMC DHI LEN
AI Selloff Widens as Cloud Growth Becomes Key Market Divider
Markets Daniel Marsh

AI Selloff Widens as Cloud Growth Becomes Key Market Divider

Microsoft and Amazon gained nearly $841B combined on cloud strength, while Meta and Alphabet fell on weaker cash conversion. Chip stocks remain under pressure.

MSFT AMZN META GOOGL AMD PLTR MU ASML
Markets Wrap: Intel Slips, Coca-Cola Surges, and Kospi's Record Rout
Markets Daniel Marsh

Markets Wrap: Intel Slips, Coca-Cola Surges, and Kospi's Record Rout

Intel slips despite strong sales, Coca-Cola jumps on volume gains, and South Korea's Kospi suffers its worst month since 2008.

INTC KO MELI BE AAPL
NANO Nuclear's Cash Cushion Fails to Lift Shares Near 52-Week Low
Markets Daniel Marsh

NANO Nuclear's Cash Cushion Fails to Lift Shares Near 52-Week Low

NANO Nuclear (NNE) slipped 4.6% to $15.91, near its 52-week low, even as its cash reserves represent 66.6% of market cap. Peers Oklo and NuScale report earnings this week.

NNE OKLO SMR
AT&T Stock Slips as Dividend Yield Nears Treasury Benchmark
Markets Daniel Marsh

AT&T Stock Slips as Dividend Yield Nears Treasury Benchmark

AT&T shares dropped 3.6% this week to $23.25, as its dividend yield narrowed to just 3 basis points above the 10-year Treasury. The company's $23 billion spectrum acquisition adds leverage.

T VZ TMUS
SK hynix ADR Premium Narrows to 21% as Seoul Shares Rebound
Markets Daniel Marsh

SK hynix ADR Premium Narrows to 21% as Seoul Shares Rebound

SK hynix shares rebounded 29.95% in Seoul on Friday, yet the ADR premium persists at 20.7%. Robust chip export data and record Q2 earnings underpin the bullish demand narrative.

MU SNDK SSNLF
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