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
Fox Stock Jumps 5% as Analysts Upgrade, Boosting Roku Deal Value
Markets Daniel Marsh

Fox Stock Jumps 5% as Analysts Upgrade, Boosting Roku Deal Value

Fox shares climbed 5% after J.P. Morgan and Wells Fargo upgraded the stock, raising the implied value of its Roku offer to $162.60 per share.

FOXA ROKU DIS NFLX
Heartflow Stock Jumps 34% on Strong Q2 and Raised Full-Year Outlook
Earnings James Calloway

Heartflow Stock Jumps 34% on Strong Q2 and Raised Full-Year Outlook

Heartflow (HTFL) shares jumped 34% after Q2 results beat estimates and the company raised its 2026 revenue forecast by $18 million, boosting market value by $912 million.

HTFL
Live Nation Stock Near Highs as California Resale Cap Stalls
Regulation James Calloway

Live Nation Stock Near Highs as California Resale Cap Stalls

Live Nation (LYV) shares hover near record highs after California's proposed 10% resale cap was stalled, while a narrower anti-speculation bill advances.

LYV STUB
Moderna's mRNA Flu Shot Wins FDA Nod, But Sales Loom
Analysis Daniel Marsh

Moderna's mRNA Flu Shot Wins FDA Nod, But Sales Loom

Moderna secured FDA approval for its mRNA flu vaccine, but analysts see minimal revenue impact until late 2027, as the company's cash burn continues.

MRNA GSK CSL AZN
Broadcom Stock Drops 5% as AI Revenue Dependency Raises Valuation Concerns
Markets Daniel Marsh

Broadcom Stock Drops 5% as AI Revenue Dependency Raises Valuation Concerns

Broadcom shares tumbled 5.1% Friday as investors weigh the company's heavy reliance on AI for growth, which must fuel 72% of sequential revenue gains.

AVGO NVDA MRVL
Workday Slips 4.3% as Takeover Arithmetic Points to $60B Deal
Analysis Daniel Marsh

Workday Slips 4.3% as Takeover Arithmetic Points to $60B Deal

Workday (WDAY) shares dropped 4.3% Friday, trimming gains from a takeover-driven surge. A 20% premium suggests a $59.5 billion buyout, but financing and analyst targets pose challenges.

WDAY NOW CRM HUBS
JD.com Shares Slide 7% as First Revenue Decline in a Decade Overshadows Profit Beat
Earnings James Calloway

JD.com Shares Slide 7% as First Revenue Decline in a Decade Overshadows Profit Beat

JD.com shares dropped 7% after its first quarterly revenue decline in over a decade, despite a profit beat. Sales fell 2.9% to RMB346.4 billion, while adjusted net income rose 21%.

JD