Student Loan Forgiveness: Servicing Fees in Focus as $11B Relief Advances
Analysis Daniel Marsh

Student Loan Forgiveness: Servicing Fees in Focus as $11B Relief Advances

The $11 billion student loan forgiveness plan raises questions about servicing fees. Nelnet (NNI) and Maximus (MMS) face margin pressure as they handle the discharges.

NNI MMS
SpaceX Stock Rebounds 23% Post-Lockup, Testing Cramer's Century Prediction
IPO Michael Okonkwo

SpaceX Stock Rebounds 23% Post-Lockup, Testing Cramer's Century Prediction

SpaceX shares recovered 23% last week after a turbulent lockup period, closing near its IPO price. Q2 revenue surged 92%, but capital spending remains a concern.

TSLA NVDA NDAQ
Citi Preferred Stock Premium and Redemption Risks Analyzed
Markets Daniel Marsh

Citi Preferred Stock Premium and Redemption Risks Analyzed

Citigroup Capital XIII (C-N) trades at $26.42, above its $25 redemption value. Investors face a 6.5-month payback period, but the preferred's floating rate and upcoming redemption add risk.

C
Ahold Delhaize Faces Market Test After Hannaford Salmonella Recall
Analysis Daniel Marsh

Ahold Delhaize Faces Market Test After Hannaford Salmonella Recall

Ahold Delhaize (ADRNY) faces its first market reaction Monday after Hannaford recalled six deli and produce items tied to a salmonella outbreak that has sickened 345 people across 27 states.

CMG
Fraser and Neave's Q3 2026: Revenue Dips, Margins Improve
Earnings James Calloway

Fraser and Neave's Q3 2026: Revenue Dips, Margins Improve

Fraser and Neave (SGX:F99) saw Q3 2026 revenue fall to SGD528.7m, yet net income climbed to SGD48.8m, boosting profit margins to 6.9%.

EWS
Amphenol's $1.9B Order Backlog Bolsters Case for Stock Split
Analysis Daniel Marsh

Amphenol's $1.9B Order Backlog Bolsters Case for Stock Split

Amphenol's 2-for-1 stock split takes effect next month, supported by a $1.9B order backlog and robust Q2 growth. The stock trades at 42x earnings, leaving little room for error.

APH TEL BDC GLW
Palo Alto Networks Shares Surge 10% on Strong Organic Growth Metrics
Markets Daniel Marsh

Palo Alto Networks Shares Surge 10% on Strong Organic Growth Metrics

Palo Alto Networks (PANW) shares rallied 9.65% this week to $363.86, buoyed by strong organic growth metrics and upbeat Q4 guidance, even as China launched a cybersecurity review.

PANW CRWD ZS FTNT
Bradesco Shares Slip Below Rights Price as Credit Costs Weigh
Earnings James Calloway

Bradesco Shares Slip Below Rights Price as Credit Costs Weigh

Banco Bradesco's preferred shares closed below its capital raise subscription price, as rising credit provisions overshadowed strong profit growth. Rights may be exercised until Sept 4.

DraftKings Rebounds 8% as Analysts See Margin Upside
Earnings James Calloway

DraftKings Rebounds 8% as Analysts See Margin Upside

DraftKings (DKNG) shares jumped 8% on Friday, rebounding from post-earnings losses, as analysts noted a potential margin improvement could offset the Q2 revenue miss.

DKNG FLUT PENN CZR RSI
SK hynix's $38B Fab Bet Raises Payout Pressure
Markets Daniel Marsh

SK hynix's $38B Fab Bet Raises Payout Pressure

SK hynix's massive fab investment won't add supply until 2028-2029, shifting focus to shareholder returns. Shares fell 17.2% last week.

MU AMAT
MercadoLibre Stock Slips as Q2 Margin Squeeze Overshadows Record Revenue
Earnings James Calloway

MercadoLibre Stock Slips as Q2 Margin Squeeze Overshadows Record Revenue

MercadoLibre's stock slipped 3.1% over the past week despite record Q2 revenue, as investors focused on a 550-basis-point operating margin decline. Growth in high-value users offers a silver lining.

MELI MORN SE AMZN NU
J&J Shares Hold Ground Despite 5.5% EPS Guidance Cut
Markets Daniel Marsh

J&J Shares Hold Ground Despite 5.5% EPS Guidance Cut

Johnson & Johnson (NYSE:JNJ) closed at $259.24 on Friday, up 0.9%, despite a 5.5% cut to its 2026 adjusted EPS guidance. Investors appear to view the dilution as pipeline investment.

JNJ PFE MRK ABT LLY