Doximity Soars 32% on AI Optimism Despite Soft Profit Outlook
Analysis Daniel Marsh

Doximity Soars 32% on AI Optimism Despite Soft Profit Outlook

Doximity shares surged 32.5% on Friday, boosting market cap by $1.2B, as investors focused on AI potential despite weaker profit guidance and mixed Q1 results.

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Berkshire's $24B Pivot: Buybacks and Alphabet Bet Signal Abel's Bold Capital Shift
Earnings James Calloway

Berkshire's $24B Pivot: Buybacks and Alphabet Bet Signal Abel's Bold Capital Shift

Berkshire Hathaway turned net buyer in Q2 with $24B in capital moves, including $4.53B buybacks and a $10B Alphabet stake, as FX gains lifted operating profit.

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B2Gold Jumps 23% on Mali Permit, Lifting Fekola Growth Prospects
Commodities Rebecca Torres

B2Gold Jumps 23% on Mali Permit, Lifting Fekola Growth Prospects

B2Gold (BTG) rallied 23% after Mali issued the Menankoto permit, paving the way for Fekola Regional to produce over 150,000 ounces annually from 2028. Q2 earnings missed estimates, but the growth catalyst drove shares higher.

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AbCellera Shares Jump 9.7% Ahead of Key Phase 2 Data Release
Markets Daniel Marsh

AbCellera Shares Jump 9.7% Ahead of Key Phase 2 Data Release

AbCellera (ABCL) rose 9.7% after hours as investors await Phase 2 data for ABCL635, set to release Monday. The surge adds ~$205M to market cap.

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Ondas Stock Soars 22% Weekly; Q2 Earnings in Focus
Earnings James Calloway

Ondas Stock Soars 22% Weekly; Q2 Earnings in Focus

Ondas (ONDS) shares climbed 21.6% last week to $9.11, buoyed by defense contracts. All eyes now turn to Q2 earnings due Thursday, with analysts projecting $67.97M revenue.

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Nvidia's Market Value Soars $562B on SpaceX AI Deal
Technology Sarah Chen

Nvidia's Market Value Soars $562B on SpaceX AI Deal

Nvidia's market cap jumped $562 billion after SpaceX picked it as its sole AI provider. Shares rose 11.6% to $223.96, with Q2 earnings due Aug 26.

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Westwater Soars 88% on $25M EXIM Loan for Graphite Project
Markets Daniel Marsh

Westwater Soars 88% on $25M EXIM Loan for Graphite Project

Westwater Resources shares jumped 88% after the U.S. Export-Import Bank approved a $25M loan, adding $45.6M to market value. The loan covers 21.7% of remaining Phase I costs.

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Trade Desk Plunges 22% on Weak Guidance, Ad Spending Concerns
Earnings James Calloway

Trade Desk Plunges 22% on Weak Guidance, Ad Spending Concerns

Trade Desk shares tumbled 22% to $13.80 after Q3 revenue guidance fell 19% below consensus, signaling softer ad spending. Stock at lowest since 2019.

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SpaceX Soars 16% as AI Capex Drives Post-Lockup Rally
Analysis Daniel Marsh

SpaceX Soars 16% as AI Capex Drives Post-Lockup Rally

SpaceX shares surged 16% on Friday, closing at $133.11, as investors shifted focus to AI-driven growth and capital returns. The stock gained 23% for the week.

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Palantir's 40% Surge Ends as AI Backlog Growth Fuels Valuation Debate
Analysis Daniel Marsh

Palantir's 40% Surge Ends as AI Backlog Growth Fuels Valuation Debate

Palantir shares ended a 40% weekly rally at $172.01 as Q2 revenue surged 93% and U.S. commercial backlog expanded 153%, pushing valuation to 51x sales.

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Social Security COLA 2027 Could Surpass Forecasts, Adding $63B
Economy Daniel Marsh

Social Security COLA 2027 Could Surpass Forecasts, Adding $63B

The 2027 Social Security COLA is projected at 3.6%-3.8%, potentially adding up to $63B in payouts, above the Trustees' forecast. CPI data due Wednesday.

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Intel Stock Surges 12.7% on Q2 Beat, But Thin Trading Raises Concerns
Markets Daniel Marsh

Intel Stock Surges 12.7% on Q2 Beat, But Thin Trading Raises Concerns

Intel shares climbed 12.7% this week, driven by a strong Q2 earnings beat, but light trading volume has analysts questioning the rally's staying power.

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