Mixed Signals: Sensex and Nifty Diverge Amid CAS Rollout
Markets Daniel Marsh

Mixed Signals: Sensex and Nifty Diverge Amid CAS Rollout

Sensex and Nifty split as CAS confusion hits markets; Bitcoin drops after hack; US stocks rise on soft jobs data; TerraVest and Pollard Banknote slip below key averages.

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Strategy Stock Rebounds to $100, Yet Bitcoin Per Share Gains Nearly Wiped Out
Crypto Sarah Chen

Strategy Stock Rebounds to $100, Yet Bitcoin Per Share Gains Nearly Wiped Out

Strategy (MSTR) shares climbed back above $100 on Friday, but the Bitcoin-per-share metric barely moved, signaling dilution and capital actions are eroding gains.

MSTR COIN MARA
BitMine Stock Climbs 9% Despite Ether Dominance in Asset Mix
Crypto Sarah Chen

BitMine Stock Climbs 9% Despite Ether Dominance in Asset Mix

BitMine (NYSE:BMNR) shares rose 9% this week, but its $4B buyback program is overshadowed by massive Ethereum holdings. Ether price swings dwarf repurchase impact.

BMNR SBET MSTR
Navy Boosts Seabed Contract to $24.8M, Near $25M Cap
Markets Daniel Marsh

Navy Boosts Seabed Contract to $24.8M, Near $25M Cap

The U.S. Navy exercised a $9.8 million option on a seabed contract with Integer Technologies and the University of Southern Mississippi, bringing the total to $24.8 million—99.2% of the $25 million cap. The award fuels demand for autonomous underwater software.

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Roblox Stock Bounces Back as Bookings Per Payer Slip 6.1% in Q2
Earnings James Calloway

Roblox Stock Bounces Back as Bookings Per Payer Slip 6.1% in Q2

Roblox (RBLX) shares climbed 4.9% Friday, yet Q2 bookings per payer declined 6.1% and Q3 guidance missed expectations, raising concerns about monetization.

RBLX MSFT
SpaceX Surges 15.8% as AI Spending Outweighs Lunar Crash Concerns
Markets Daniel Marsh

SpaceX Surges 15.8% as AI Spending Outweighs Lunar Crash Concerns

SpaceX shares climbed 15.8% on Friday even after lunar imagery confirmed a crash site, with AI investments overshadowing the event. Q2 financials show AI capex at 86.2% of total.

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Doximity Stock Soars 33% on AI Hopes, but Revenue Gap Looms
Earnings James Calloway

Doximity Stock Soars 33% on AI Hopes, but Revenue Gap Looms

Doximity (DOCS) shares surged 33% after fiscal Q1 results, but AI Search revenue remains absent. The company raised revenue guidance while cutting EBITDA outlook, creating a critical test for AI monetization.

DOCS
USA Rare Earth Soars 29% on Serra Verde Deal Ahead of Q2 Earnings
Markets Daniel Marsh

USA Rare Earth Soars 29% on Serra Verde Deal Ahead of Q2 Earnings

USA Rare Earth (USAR) shares surged 29% this week on the $2.75B Serra Verde deal. Q2 earnings due Monday; analysts target $30-$35.

USAR MP
Yunji Stock Explodes 176% in One Session, Volume Hits Record High
Markets Daniel Marsh

Yunji Stock Explodes 176% in One Session, Volume Hits Record High

Yunji (NASDAQ:YJ) soared 176.4% to $3.40 on Friday, with volume hitting 50.86 million shares—about 20 times its float. No corporate announcement accompanied the surge.

NuScale Power Gains Despite Revenue Collapse as Cash Position Strengthens
Earnings James Calloway

NuScale Power Gains Despite Revenue Collapse as Cash Position Strengthens

NuScale Power shares climbed 3.7% to $9.82 despite a 99.1% revenue drop, as investors focused on a $1.89B cash position and ongoing strategic progress.

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Airbnb Surges to Four-Year High on AI-Led Growth and Strong Q2 Results
Earnings James Calloway

Airbnb Surges to Four-Year High on AI-Led Growth and Strong Q2 Results

Airbnb shares jumped to a four-year high after strong Q2 earnings and an upgraded outlook, with AI boosting bookings and cutting costs.

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Uber Shares Rebound as Strong Cash Flow Bolsters $10B Robotaxi Plan
Earnings James Calloway

Uber Shares Rebound as Strong Cash Flow Bolsters $10B Robotaxi Plan

Uber shares climbed 6.4% to $75.02, supported by record free cash flow that underpins its $10 billion robotaxi commitment. Analysts cut targets but kept positive ratings.

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