Oracle's Share Plunge Triples Dilution from $20B Equity Plan
Markets Daniel Marsh

Oracle's Share Plunge Triples Dilution from $20B Equity Plan

Oracle shares fell 63%, nearly tripling the dilution from its $20 billion equity plan. S&P downgraded the stock to BBB- on a projected $42 billion free cash flow shortfall for fiscal 2027.

ORCL SPGI GOOGL
Alphabet's Cloud Revenue Nears Search Growth
Earnings James Calloway

Alphabet's Cloud Revenue Nears Search Growth

Ahead of its Q2 earnings, Alphabet's cloud growth is nearly matching Search in dollar terms, raising the stakes for AI investment returns.

GOOGL GOOG
Domino's Pizza Surges on Supply Chain Growth; Earnings Miss Estimates
Earnings James Calloway

Domino's Pizza Surges on Supply Chain Growth; Earnings Miss Estimates

Domino's Pizza shares jumped 6.5% in premarket trading despite missing earnings and same-store sales estimates, as supply chain revenue drove the beat.

DPZ MORN
Nokia Shares Rise Ahead of Q2 Earnings Amid Steep Profit Challenge
Earnings James Calloway

Nokia Shares Rise Ahead of Q2 Earnings Amid Steep Profit Challenge

Nokia shares rose 3.03% ahead of Q2 earnings, but the company still faces a 72% profit challenge in the second half, requiring €1.70B in operating profit to meet consensus.

Chip Giants Dominate KOSPI as ETF Unwinding Boosts Concentration Risk
Markets Daniel Marsh

Chip Giants Dominate KOSPI as ETF Unwinding Boosts Concentration Risk

Samsung and SK Hynix accounted for 50.33% of KOSPI value at Monday's close, driving 48.2% of the index's 4.46% decline. ETF unwinding amplifies concentration risk.

SSNLF GS AAPL
IREN Boosts 2026 AI Cloud ARR Target Past $4 Billion with $2.8 Billion in New Contracts
Markets Daniel Marsh

IREN Boosts 2026 AI Cloud ARR Target Past $4 Billion with $2.8 Billion in New Contracts

IREN raises its 2026 AI Cloud ARR target above $4 billion, driven by $2.8 billion in new multi-year contracts. Shares rose 8.7% in premarket trading.

IREN CRWV NBIS MSFT NVDA
AMC Surges 16% Premarket on Record Q2 Revenue and Operating Leverage
Earnings James Calloway

AMC Surges 16% Premarket on Record Q2 Revenue and Operating Leverage

AMC shares surged 16% premarket after Q2 revenue hit a record $1.597B and adjusted profit beat expectations, driven by strong operating leverage.

AMC IMAX CNK
World Cup 2026 Boosts Local Spending, Hotels Lead with Price Hikes
Markets Daniel Marsh

World Cup 2026 Boosts Local Spending, Hotels Lead with Price Hikes

The 2026 FIFA World Cup drove a 17.4% surge in non-local spending across U.S. host cities, with hotels capturing most benefits through higher rates rather than occupancy gains.

BAC HLT
FIFA World Cup 2026: TKO Leads Gross Cash, Fox Eyes Profit Edge
Markets Daniel Marsh

FIFA World Cup 2026: TKO Leads Gross Cash, Fox Eyes Profit Edge

TKO Group Holdings leads in gross cash from the 2026 World Cup, while Fox Corp shows stronger profit dynamics. Key financial data and market implications analyzed.

TKO FOXA MS CMCSA ABNB
Riyadh Air Expands Fleet with Airbus and Boeing Orders
Markets Daniel Marsh

Riyadh Air Expands Fleet with Airbus and Boeing Orders

Riyadh Air's 34-jet expansion lifts Airbus' near-term backlog, while Boeing's 28 orders, mostly pending, hold larger long-term revenue potential.

BA
SpaceX in Talks with Pentagon for Multibillion-Dollar AI Data Center Deal
Technology Sarah Chen

SpaceX in Talks with Pentagon for Multibillion-Dollar AI Data Center Deal

SpaceX (SPCX) is in talks with the Pentagon for a multibillion-dollar data center deal to support military AI, as Q1 figures show AI consumes 76.4% of capex but contributes just 17.4% of revenue.

GOOGL NVDA AMZN CRWV
Faraday Future Soars as Data Order Value Approaches $400K
Earnings James Calloway

Faraday Future Soars as Data Order Value Approaches $400K

Faraday Future shares surged 9.9% premarket after a data customer increased an order by more than tenfold, with an estimated value exceeding $400,000.

FFAI