American Airlines Slips as Fuel Costs Outpace Record Revenue
Earnings James Calloway

American Airlines Slips as Fuel Costs Outpace Record Revenue

American Airlines shares slipped 0.6% despite record revenue, as fuel costs surged 83%. Heavy trading volume signals investor uncertainty about earnings outlook.

AAL LUV DAL UAL
PayPal Stock Tumbles 12.7% After $53B Takeover Collapses
Markets Daniel Marsh

PayPal Stock Tumbles 12.7% After $53B Takeover Collapses

PayPal shares fell 12.7% after Stripe and Advent ended takeover talks, wiping out the premium. Analysts remain cautious with a Hold rating.

PYPL
Marvell Stock Plunges 10% as AI Revenue Timing Draws Investor Ire
Earnings James Calloway

Marvell Stock Plunges 10% as AI Revenue Timing Draws Investor Ire

Marvell shares dropped 10.3% to $216.62 despite record revenue, as investors focused on margin compression and delayed Google AI chip revenue until fiscal 2029.

MRVL AVGO GOOGL
IREN Slumps 12.5% as AI Revenue Surge Fails to Offset Steep EBITDA Drop
Earnings James Calloway

IREN Slumps 12.5% as AI Revenue Surge Fails to Offset Steep EBITDA Drop

IREN shares dropped 12.5% after reporting $4 billion in AI annual recurring revenue, but adjusted EBITDA fell 68% due to transition costs and impairments.

IREN CRWV NBIS MSFT
Fubo Stock Gains 2% as HD Upgrade Targets Subscriber Retention
Analysis Daniel Marsh

Fubo Stock Gains 2% as HD Upgrade Targets Subscriber Retention

FuboTV shares climbed 2% Friday as the company rolled out 1080p streams for ESPN and Fox Sports, a move aimed at improving retention without raising prices.

FUBO
Webster's Ghost Ticker Still Tops Yahoo Activity as Santander Deal Value Hits $78.89
Markets Daniel Marsh

Webster's Ghost Ticker Still Tops Yahoo Activity as Santander Deal Value Hits $78.89

Despite delisting, WBS tops Yahoo activity. Santander's takeover package is worth $78.89 per share, above Webster's final close. Integration targets are ambitious.

SAN WBS
SpaceX Edges Up 0.5% as Louisiana Starbase's $100B Capex Plan Fuels IPO Speculation
IPO Michael Okonkwo

SpaceX Edges Up 0.5% as Louisiana Starbase's $100B Capex Plan Fuels IPO Speculation

SpaceX stock rose 0.45% to $141.50 as the company's $100B Louisiana Starbase commitment shifts focus to execution, with construction set for 2027 and first launch in 2029.

BitMine Shares Drop 7% as Ethereum Treasury Discount Widens
Crypto Sarah Chen

BitMine Shares Drop 7% as Ethereum Treasury Discount Widens

BitMine shares tumbled 7.1%, erasing $1.1B in market cap, as the stock now trades at a 3.2% discount to its disclosed Ethereum treasury.

BMNR
Apple Stock Climbs 1.6% as Watch Ultra 4 Hype Builds Ahead of September Event
Technology Sarah Chen

Apple Stock Climbs 1.6% as Watch Ultra 4 Hype Builds Ahead of September Event

Apple shares gained 1.6% as search interest for a potential Watch Ultra 4 surged ahead of its September 9 event, spotlighting the $7.88B wearables segment.

AAPL
Supermicro's $69B Revenue Target Triggers 3.6% Stock Slide Amid Margin Worries
Earnings James Calloway

Supermicro's $69B Revenue Target Triggers 3.6% Stock Slide Amid Margin Worries

Supermicro (SMCI) stock dropped 3.6% after the company unveiled a $69 billion sales target, intensifying focus on its margin recovery sustainability.

SMCI
Keel Infrastructure Slides 8% as AI Conversion Costs Outweigh Cash Cushion
Markets Daniel Marsh

Keel Infrastructure Slides 8% as AI Conversion Costs Outweigh Cash Cushion

Keel Infrastructure (KEEL) dropped 8% to $3.22 despite $819M liquidity, as Q2 revenue halved to $30.4M amid AI conversion costs. Pipeline at 2.2 GW.

Nu Holdings Stock Drops 3.9% as Dollar Strength Clouds Profit Outlook
Markets Daniel Marsh

Nu Holdings Stock Drops 3.9% as Dollar Strength Clouds Profit Outlook

Nu Holdings (NU) shares slid 3.9% as a stronger dollar challenged its $1 billion profit run. Q2 net profit hit $1.06B, but credit costs and FX risks loom.

NU