DoubleVerify Stock Nears Nielsen Buyout Price as Deal Spread Narrows
Markets Daniel Marsh

DoubleVerify Stock Nears Nielsen Buyout Price as Deal Spread Narrows

DoubleVerify shares ended the week at $13.21, just 2.95% below Nielsen's $13.60 all-cash offer, reflecting high market confidence in the deal's completion by Q1 2027.

DV TTD
Rocket Companies Bounces Back on Servicing Deal, Record Refi Share
Earnings James Calloway

Rocket Companies Bounces Back on Servicing Deal, Record Refi Share

Rocket Companies shares recovered 3.8% to $13.72 after a $795M servicing deal, while Q2 revenue doubled and refinance share hit an all-time high.

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Lululemon Stock Climbs 8% on Global Growth, Offsetting US Decline
Earnings James Calloway

Lululemon Stock Climbs 8% on Global Growth, Offsetting US Decline

Lululemon's stock advanced 8.2% this week as international growth, led by China, offset a decline in U.S. sales. Analysts maintain a Hold consensus with a $123.01 target.

LULU NKE DECK ONON UA
Cisco's AI Pivot: Can It Turn $9B Orders Into Profits?
Earnings James Calloway

Cisco's AI Pivot: Can It Turn $9B Orders Into Profits?

Cisco Systems (CSCO) has rallied 57.6% this year, but investors now question its ability to convert $9B in AI orders into sustained revenue growth ahead of Wednesday's earnings.

CSCO ANET HPE UBS FDS
Cipher Digital Plunges 23% as Financing Gap Raises Concerns
Markets Daniel Marsh

Cipher Digital Plunges 23% as Financing Gap Raises Concerns

Cipher Digital shares dropped 23% last week despite Nasdaq gains, as rising interest expenses outpaced mining revenue. Analysts trim targets while maintaining positive outlooks.

CIFR IREN APLD CORZ WULF
Nu Holdings Set for Q2 Earnings Test After Lagging Nasdaq
Earnings James Calloway

Nu Holdings Set for Q2 Earnings Test After Lagging Nasdaq

Nu Holdings (NYSE:NU) closed down 3.4% last week, lagging the Nasdaq's 5.2% gain. Q2 earnings due Thursday will test credit quality and growth outlook.

NU MELI INTR STNE PAGS
Fubo's World Cup Boost Fails to Offset Q4 Profit Uncertainty
Earnings James Calloway

Fubo's World Cup Boost Fails to Offset Q4 Profit Uncertainty

Fubo's World Cup subscriber surge drove shares up 4.6% last week, but Q4 guidance suggests only breakeven results. Analysts remain bullish, though uncertainty persists.

FUBO DIS GOOGL
Plug Power Faces Critical Cash Test as Q2 Earnings Loom
Earnings James Calloway

Plug Power Faces Critical Cash Test as Q2 Earnings Loom

Plug Power (PLUG) reports Q2 earnings Monday with cash at $162M and revenue forecast down 2.8%. Analysts focus on liquidity and dilution risks as shares hover near $2.18.

PLUG BE FCEL BLDP
Lockheed Martin Lags as Missile Demand Outpaces Production Capacity
Markets Daniel Marsh

Lockheed Martin Lags as Missile Demand Outpaces Production Capacity

Lockheed Martin (LMT) shares gained just 0.9% last week, lagging the S&P 500's 3.6% rise, as missile demand surges but production capacity remains constrained.

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Nokia Stock Climbs 2.5% Weekly as AI Order Conversion Takes Center Stage
Markets Daniel Marsh

Nokia Stock Climbs 2.5% Weekly as AI Order Conversion Takes Center Stage

Nokia shares closed up 2.5% for the week, but the focus is now on converting its €2.8B AI order backlog into revenue, with an estimated €1.4B expected within 12 months.

CIEN NVDA
EA's $55B Buyout Sealed: Debt Burden Shifts to New Owners
Analysis Daniel Marsh

EA's $55B Buyout Sealed: Debt Burden Shifts to New Owners

Electronic Arts (EA) completed its $55 billion buyout, delisting at $210 per share. New owners now carry a hefty $505 million annual coupon burden amid weaker-than-expected bookings.

EA TTWO
S&P 500 Hits Record High as Soft Jobs Data Cools Rate Hike Bets
Markets Daniel Marsh

S&P 500 Hits Record High as Soft Jobs Data Cools Rate Hike Bets

The S&P 500 surged to a record close after July payrolls fell short, reducing September rate hike odds to 44%. Investors now await CPI data and key earnings.

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