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Stellantis Faces Labor Talks as Thin Margins Limit Room for Costly Deal
Stellantis shares ticked up as Canadian labor negotiations with Unifor threaten its fragile 1.8% margin recovery. A deal must be reached by September 11.
Fervo Energy Holds Gains Post-Google Deal, Capex Test Ahead
Fervo shares hold an 18.5% gain from Monday despite a Wednesday pullback. The Google PPA boosts visibility, but heavy capex and 2028 delivery remain key tests.
Generation Income Properties Soars 58% as Debt-Cut Plan Advances
GIPR stock surged 58% in premarket after asset sales cut preferred debt, but shares remain below Nasdaq's $1 minimum bid.
Treasury Yields Near 5% Pressure Stocks as Labor Data Disappoints
10-year Treasury yield stays near 4.8% after weak ADP jobs data and rising oil prices, intensifying pressure on equity valuations and Fed policy outlook.
DOJ Backs OpenAI's Fair Use Defense in Copyright Battle
The DOJ filed a brief supporting OpenAI's fair use defense in a copyright case, citing public benefits. Microsoft (MSFT) remains the key exposure as OpenAI's valuation hits $852B.
DTE Faces 80K Outages as $900M Grid Upgrade Put to Test
Severe storms knocked out power for 80,388 DTE customers, testing the utility's $900 million grid upgrade. Shares closed at $136.05, with analysts mostly bullish.
Intel's Foundry Growth Veiled by Internal Sales, Valuation Scrutinized
Intel's foundry business still relies on internal customers for 95% of revenue, raising concerns about its $454B valuation. External sales were only $293M in Q2.
Eos Energy Gains on Google Deal, Backlog Validation
Eos Energy shares jumped 17.8% after announcing a Google-backed storage project, but the deal represents only 2.9% of backlog and profitability remains elusive.
Super Micro's $6.8B Cash Burn Spurs Growth Doubts
Super Micro's stock fell 1.8% after reporting a $6.8 billion operating cash outflow for fiscal 2026, overshadowing a 77.8% revenue surge and raising questions about growth sustainability.
NetApp Shares Slide 7.9% Despite Record Revenue as Cash Flow Drops
NetApp shares dropped 7.9% in premarket trading despite a 30% revenue increase, as free cash flow fell 35% and cash conversion halved, raising investor concerns.