SoFi's 13% Rally Faces H2 Margin Hurdle
Earnings James Calloway

SoFi's 13% Rally Faces H2 Margin Hurdle

SoFi shares jumped 12.7% last week, but the stock now trades above analyst targets, and second-half margin expectations of 35-37% raise the bar for profit growth.

SOFI UPST AFRM
Plug Power's Q2 Report to Test Cash Runway as Liquidity Concerns Loom
Earnings James Calloway

Plug Power's Q2 Report to Test Cash Runway as Liquidity Concerns Loom

Plug Power (PLUG) is set to report Q2 earnings with investors focused on cash runway, as preliminary liquidity suggests only 1.6 quarters of coverage.

PLUG BLDP FCEL
Credo Technology Surges 21% as AI Demand Fuels Rally
Analysis Daniel Marsh

Credo Technology Surges 21% as AI Demand Fuels Rally

Credo Technology (CRDO) soared 20.7% this week, closing at $249.89, as AI connectivity demand and a narrowing analyst target gap fuel investor optimism.

CRDO MRVL ALAB SOXX
QUBT Rally Pauses as Market Awaits Q2 Earnings Report
Earnings James Calloway

QUBT Rally Pauses as Market Awaits Q2 Earnings Report

QUBT's stock climbed 13.3% last week, but trading halted Friday. The market now focuses on Monday's Q2 earnings, where revenue is expected at $5.15M and EPS loss at $0.04.

QUBT IONQ RGTI QBTS QQQ
MARA Holdings Slips as AI Ambitions Expand via Bitcoin-Backed Debt
Crypto Sarah Chen

MARA Holdings Slips as AI Ambitions Expand via Bitcoin-Backed Debt

MARA Holdings (NASDAQ:MARA) dropped 10.9% last week even as bitcoin rose 3.1%, as the company expanded its AI exposure through a $750M bitcoin-backed loan facility.

MARA CLSK IREN RIOT
UiPath Stock Surges 18% as Rally Outpaces Wall Street Targets
Earnings James Calloway

UiPath Stock Surges 18% as Rally Outpaces Wall Street Targets

UiPath (NYSE:PATH) shares surged 18% in a week, closing above analyst targets despite slowing ARR growth. Q2 earnings due September 3.

PATH
Wall Street Notches Best Week Since April as Soft Jobs Data Bolsters Rate Optimism
Markets Daniel Marsh

Wall Street Notches Best Week Since April as Soft Jobs Data Bolsters Rate Optimism

U.S. stocks rallied to a record high on Friday, capping the S&P 500's best week since April. Soft jobs data eased rate fears, while strong earnings buoyed markets.

SPY QQQ CRWV CSCO AMAT SMCI GLD SLV USO UNG XLK XLF XLE XLV
Realty Income's Private Capital Pivot Pressures Acquisition Spreads
Markets Daniel Marsh

Realty Income's Private Capital Pivot Pressures Acquisition Spreads

Realty Income (O) closed Friday at $62.51, with private buyers driving funding strategy amid tightening acquisition spreads. Q2 AFFO rose 3.8%, guidance mixed.

O APO RY JEF WFC
Doximity's $1.2B Rally Sparks AI Revenue Questions
Analysis Daniel Marsh

Doximity's $1.2B Rally Sparks AI Revenue Questions

Doximity (NYSE:DOCS) shares jumped 32.6% on Friday, adding roughly $1.2B in market value, even as the company trimmed its adjusted EBITDA outlook. Investors are betting on AI-driven revenue.

DOCS
B2Gold Jumps 23% on Mali Permit Despite Q2 Miss
Commodities Rebecca Torres

B2Gold Jumps 23% on Mali Permit Despite Q2 Miss

B2Gold surged 23% on Friday after Mali granted the Menankoto permit for its Fekola Regional project, boosting investor sentiment despite a Q2 earnings miss and reduced production guidance.

BTG GLD AEM KGC NEM
Intel Stock Soars 12.7% as New Sales Chief Takes Charge
Markets Daniel Marsh

Intel Stock Soars 12.7% as New Sales Chief Takes Charge

Intel shares surged 12.7% last week, driven by a strong Tuesday rally and a new sales chief appointment, but trading volume fell sharply.

INTC NVDA TSM AMD MRVL CRWV CSCO AMAT
Palo Alto Networks Holds Steady Amid China Review, Valuation Scrutiny
Analysis Daniel Marsh

Palo Alto Networks Holds Steady Amid China Review, Valuation Scrutiny

Palo Alto Networks (PANW) shares ended the week up 9.7% despite a China review, with analysts focusing on underlying growth and valuation concerns.

PANW CRWD ZS FTNT CSCO