Marathon Petroleum Pulls Back After Rally Pushes Shares Past Analyst Targets
Markets Daniel Marsh

Marathon Petroleum Pulls Back After Rally Pushes Shares Past Analyst Targets

Marathon Petroleum shares fell 0.7% after a 20% weekly surge, trading 13.3% above the consensus target. Strong Q2 earnings and robust buyback projections underpin the rally.

MPC VLO PSX
Belgian Cellar Gold Find: A €9 Million Drop in the Global Ocean
Commodities Rebecca Torres

Belgian Cellar Gold Find: A €9 Million Drop in the Global Ocean

A €9 million gold hoard found in a Belgian cellar equals just 23 COMEX contracts, underscoring the vast scale of the global gold market. Analysts remain split on price forecasts.

GLD
Quantinuum Stock Slides 5.5% as Valuation Hits 567x Sales
Technology Sarah Chen

Quantinuum Stock Slides 5.5% as Valuation Hits 567x Sales

Quantinuum (QNT) dropped 5.5% on Friday despite strong Q2 earnings and new partnerships. The stock's valuation of $17.02 billion equals 567x 2026 sales.

ORCL AAPL DELL IONQ RGTI
Refiners' Record Cash Hoard Puts Pressure on Phillips 66 to Deploy Capital
Markets Daniel Marsh

Refiners' Record Cash Hoard Puts Pressure on Phillips 66 to Deploy Capital

U.S. refiners delivered their strongest quarterly profit since 2022, lifting Phillips 66 near record highs, but the stock now trades above analyst targets, putting capital allocation in the spotlight.

PSX MPC VLO KMI DINO XLE
Ondas Rebounds on Tariff News, Q4 Revenue Hurdle Looms
Earnings James Calloway

Ondas Rebounds on Tariff News, Q4 Revenue Hurdle Looms

Ondas shares recover after drone tariffs, but Q4 revenue target of $256M is steep. Q2 adjusted EBITDA loss widened.

ONDS UMAC AVAV
Live Nation Rises as California Drops Ticket Resale Cap; Federal Fight Looms
Regulation James Calloway

Live Nation Rises as California Drops Ticket Resale Cap; Federal Fight Looms

Live Nation shares gained 1.5% after California paused a ticket resale cap bill. Federal antitrust challenges remain a bigger overhang.

LYV
USA Rare Earth Surges 9% as Deal Shares and Warrant Signal Heavy Dilution
Markets Daniel Marsh

USA Rare Earth Surges 9% as Deal Shares and Warrant Signal Heavy Dilution

USA Rare Earth (USAR) shares climbed 9.2% to $20.32 on Friday, fueled by government-backed expansion plans. However, shares from the Serra Verde deal and a federal warrant could increase share count by 144.4 million, representing 62.8% of current implied shares.

USAR
Nu Holdings Soars 10% on Record $1B Profit, Margin Expansion
Earnings James Calloway

Nu Holdings Soars 10% on Record $1B Profit, Margin Expansion

Nu Holdings (NU) surged 10% after posting its first $1B quarterly profit, with risk-adjusted net interest margin jumping to 12.4%, signaling strong operational leverage.

NU
Rithm Capital's Newrez Settlement: Modest Cost, Heightened Oversight
Regulation James Calloway

Rithm Capital's Newrez Settlement: Modest Cost, Heightened Oversight

Rithm Capital's Newrez subsidiary will pay nearly $11 million in additional costs and fines from a multistate settlement, equating to $0.02 per share, but the focus shifts to ongoing oversight.

Intuitive Machines Soars 9% on Record $1.76B Backlog Despite Q2 Miss
Earnings James Calloway

Intuitive Machines Soars 9% on Record $1.76B Backlog Despite Q2 Miss

Intuitive Machines shares rally 9% as record backlog of $1.76B outweighs Q2 earnings miss. Analysts adjust targets, citing strong contract visibility.

LUNR
Capricor Shares Jump as FDA Reviews New Duchenne Data; PDUFA Date Looms
Analysis Daniel Marsh

Capricor Shares Jump as FDA Reviews New Duchenne Data; PDUFA Date Looms

Capricor shares rose 51.7% after the FDA agreed to review new 24-month data for deramiocel, but the stock remains far below its July peak as the Aug. 22 decision date approaches.

CAPR
Eton Pharmaceuticals Soars 38% on Strong Q2 and Raised Guidance
Earnings James Calloway

Eton Pharmaceuticals Soars 38% on Strong Q2 and Raised Guidance

Eton Pharmaceuticals shares surged 38% after Q2 revenue beat estimates by 38.7% and the company raised its 2026 revenue floor to $145 million, triggering analyst upgrades.

ETON