Firm Capital Mortgage Signals Mixed Outlook Amid Market Volatility
Markets Daniel Marsh

Firm Capital Mortgage Signals Mixed Outlook Amid Market Volatility

FC:CA trading signals show long-term neutral, short-term weak outlook. AI-driven analysis suggests buy near 11.99 CAD, target 12.32 CAD, stop loss 11.93 CAD.

JPM PINS
Vistra's PJM Auction Results: Volume Gains Offset Lower Capacity Prices
Markets Daniel Marsh

Vistra's PJM Auction Results: Volume Gains Offset Lower Capacity Prices

Vistra cleared 10,924.4 MW at $325/MW-day in the PJM 2028/29 auction, with a preliminary gross annual run-rate of $1.296 billion, up 0.8%.

VST CEG NRG TLN
Walmart's COO Shift Tests Premium Valuation as Stock Edges Higher
Markets Daniel Marsh

Walmart's COO Shift Tests Premium Valuation as Stock Edges Higher

Walmart shares edged up 0.3% last week, outperforming the S&P 500's 1.6% decline, as a leadership change puts its premium valuation under the microscope.

WMT TGT COST
Opendoor (OPEN) Faces Q2 Earnings Test After Week of Heavy Trading
Earnings James Calloway

Opendoor (OPEN) Faces Q2 Earnings Test After Week of Heavy Trading

Opendoor shares ended the week at $4.50 after unusually high trading volume, with about 55% of shares changing hands. The company reports Q2 results on August 4.

OPEN RKT ZG
Sherritt International Faces Heightened Risks After Cuba Grid Collapse
Markets Daniel Marsh

Sherritt International Faces Heightened Risks After Cuba Grid Collapse

Cuba's repeated grid failures escalate restart costs and recovery risks for Sherritt International, as noteholders reveal competing emergency funding proposals.

S
Nokia Shares Plunge 19% Ahead of Key AI Margin Test
Earnings James Calloway

Nokia Shares Plunge 19% Ahead of Key AI Margin Test

Nokia shares fell 18.8% this week, tracking Ciena's decline, as AI spending pressures mount ahead of its Q2 report on July 23.

CIEN
P&G Outperforms Staples Sector Amid Oil Price Surge
Earnings James Calloway

P&G Outperforms Staples Sector Amid Oil Price Surge

P&G shares gained 2.0% last week, beating the S&P 500 by 3.6 percentage points, as a 16% oil price increase raised costs. Earnings are due July 29.

PG CHD CL KMB
JPMorgan Chase Nears $1 Trillion Valuation Amid Rising Capital Demands
Earnings James Calloway

JPMorgan Chase Nears $1 Trillion Valuation Amid Rising Capital Demands

JPMorgan Chase inches toward a $1 trillion market cap, facing higher capital demands. The bank's adjusted return on tangible equity remains at 23%.

JPM BAC GS MS V MORN
NVDA Outperforms Peers Despite Nearly $200B Market Cap Loss
Technology Sarah Chen

NVDA Outperforms Peers Despite Nearly $200B Market Cap Loss

NVIDIA shares fell 3.9% last week, losing nearly $200B in market cap, but outperformed the broader chip sector as the PHLX Semiconductor Index dropped 10%.

NVDA AAPL GOOGL INTC
Intel Stock Plunges 13% in a Week as Q2 Margin Concerns Intensify
Earnings James Calloway

Intel Stock Plunges 13% in a Week as Q2 Margin Concerns Intensify

Intel (INTC) shares slid 13.3% over the past week to $95.04, with market focus squarely on the company's second-quarter margins and upcoming earnings report.

INTC AMD NVDA TSM GOOGL
Nu Holdings Shares Dip After Mexico License Approval, Focus Shifts to Deposit Metrics
Markets Daniel Marsh

Nu Holdings Shares Dip After Mexico License Approval, Focus Shifts to Deposit Metrics

Nu Holdings shares closed lower Friday after receiving its Mexico bank license, with trading volume spiking. The company's deposit base of $5.9 billion averages $393 per customer.

NU
Netflix Stock Drops 7% as Revenue Growth Driven by Pricing Sparks Concerns
Earnings James Calloway

Netflix Stock Drops 7% as Revenue Growth Driven by Pricing Sparks Concerns

Netflix shares fell 7.26% after Q2 results revealed revenue growth was primarily fueled by pricing, not viewership, raising questions about monetization strategy.

NFLX DIS CMCSA GOOGL