Apple Watch Redesign Rumors Spotlight $7.9B Wearables Business
Technology Sarah Chen

Apple Watch Redesign Rumors Spotlight $7.9B Wearables Business

Apple is exploring a major Apple Watch redesign, according to Bloomberg's Mark Gurman. Wearables revenue reached $7.88B in Q3, up 6.5%, but growth lags overall company performance.

AAPL
Plug Power Slips 3.5% as Cash Burn Raises Funding Concerns
Earnings James Calloway

Plug Power Slips 3.5% as Cash Burn Raises Funding Concerns

Plug Power shares dropped 3.5% after reporting Q2 cash usage of $61 million, raising liquidity concerns. Revenue rose to $178 million, but breakeven margins remain a challenge.

PLUG
Amazon Stock Soars 4% on AI Optimism, Adding $110B to Market Cap
Technology Sarah Chen

Amazon Stock Soars 4% on AI Optimism, Adding $110B to Market Cap

Amazon shares jumped 4% to $266.43, boosting market value by $110B, after Evercore ISI raised its price target to $355 on AI-driven AWS growth, despite negative free cash flow.

AMZN
Keel Infrastructure Slips 8% on AI Pipeline Lease Uncertainty
Markets Daniel Marsh

Keel Infrastructure Slips 8% on AI Pipeline Lease Uncertainty

Keel Infrastructure shares dropped 8% on Friday, erasing $173M in market value, as the company's AI data center pipeline awaits key lease agreements.

Aon Nears $17B USI Buyout, Valuing Broker at 5.7x Sales
Markets Daniel Marsh

Aon Nears $17B USI Buyout, Valuing Broker at 5.7x Sales

Aon is finalizing a $17 billion acquisition of USI Insurance, a deal that values the broker at 5.7 times its $3 billion revenue. The move underscores Aon's aggressive consolidation strategy.

AON KKR
Nu Holdings Tumbles 3.9% as Credit Risks Cloud Record Profit
Earnings James Calloway

Nu Holdings Tumbles 3.9% as Credit Risks Cloud Record Profit

Nu Holdings (NU) shares dropped 3.9% to $14.30, wiping out $2.8B in market value, as rising delinquencies to 6.9% tempered record Q2 earnings.

NU
Nokia Slumps 3.6% as Rate Worries Weigh on Rich Valuation
Markets Daniel Marsh

Nokia Slumps 3.6% as Rate Worries Weigh on Rich Valuation

Nokia's US-listed shares dropped 3.6% to $10.21, wiping out $2.2 billion in market cap, as rising rate concerns pressure its premium earnings multiple.

BitMine Stock Slides 7.1% as Ether Treasury Discount Widens
Crypto Sarah Chen

BitMine Stock Slides 7.1% as Ether Treasury Discount Widens

BitMine (BMNR) dropped 7.1% to $23.80, valuing the firm at $14.37B—3.5% below its disclosed $14.9B treasury. A 10% Ether fluctuation impacts gross holdings by $1.43B.

BMNR
UiPath Options Signal 11% Swing as Q2 Earnings Loom
Earnings James Calloway

UiPath Options Signal 11% Swing as Q2 Earnings Loom

UiPath shares slipped 1% as options traders anticipate an 11% swing after Q2 earnings. Q1 revenue grew 17%, but Q2 guidance points to deceleration, pressuring valuation.

PATH
American Airlines Dips 0.6% as Record Revenue Meets Fuel Cost Surge
Earnings James Calloway

American Airlines Dips 0.6% as Record Revenue Meets Fuel Cost Surge

American Airlines stock slipped 0.6% on Friday despite record Q2 revenue, as a surge in fuel costs pressured margins. The carrier announced seven new international routes for 2027.

AAL DAL UAL
PayPal Plunges 12.7% After $53B Buyout Collapse
Markets Daniel Marsh

PayPal Plunges 12.7% After $53B Buyout Collapse

PayPal shares tumbled 12.7% on Friday after a $53 billion takeover bid by Advent and Stripe fell apart, erasing $6.9 billion in market value. The stock closed at $53.66, below the $60.50 offer.

PYPL AAPL GOOGL
Circle's USDC Sponsors Chelsea FC in Landmark Sports Deal
Crypto Sarah Chen

Circle's USDC Sponsors Chelsea FC in Landmark Sports Deal

Circle's USDC will feature on Chelsea FC shirts for the 2026/27 season, boosting global visibility. USDC circulation stands at $73.7B, but CRCL shares dropped 7.59% Friday.

CRCL