Disney Gains on Streaming Margin Focus After Netflix Slide
Earnings James Calloway

Disney Gains on Streaming Margin Focus After Netflix Slide

Disney shares advanced 2.1% last week as the market contrasted its streaming margin progress with Netflix's steeper decline. Comcast reports on July 23.

DIS NFLX CMCSA
PepsiCo's Overseas Strength Offsets U.S. Weakness; Stock Flat
Earnings James Calloway

PepsiCo's Overseas Strength Offsets U.S. Weakness; Stock Flat

PepsiCo shares closed nearly flat as strong international performance, which contributed 209% of core operating-profit growth, balanced weaker North American results.

PEP KO MDLZ KDP
NextEra Energy Outshines Utilities Amid Merger Concession Details
Markets Daniel Marsh

NextEra Energy Outshines Utilities Amid Merger Concession Details

NextEra Energy (NEE) rose 1.0% last week, beating utilities by 1.5 percentage points, as regulatory filings detailed $2.25 billion in merger-related customer credits.

NEE D DUK SO XLU
Delta Adopts Gradual Expansion with New LAX-Manila Premium Route
Markets Daniel Marsh

Delta Adopts Gradual Expansion with New LAX-Manila Premium Route

Delta Air Lines (DAL) will introduce a phased LAX-Manila service starting March 2027, focusing on premium seating and gradual capacity expansion.

DAL AAL LUV
Nasdaq Drops 2.9% as Small Caps Outperform, Chip Sector Slumps
Markets Daniel Marsh

Nasdaq Drops 2.9% as Small Caps Outperform, Chip Sector Slumps

The Nasdaq fell 2.9% for the week, while the Russell 2000 edged down only 0.5%, keeping its 2026 lead. Chip stocks slumped, but small caps held up.

QQQ IWM SPY XLK USO GLD GOOGL TXN INTC TSLA NFLX ISRG
McDonald's Stock Nears 52-Week Low Amid Analyst Split on Recovery
Markets Daniel Marsh

McDonald's Stock Nears 52-Week Low Amid Analyst Split on Recovery

McDonald's shares fell to near a 52-week low, with analyst targets ranging from $300 to $390, reflecting uncertainty about the fast-food giant's recovery.

MCD WFC YUM QSR CMG SBUX DPZ
Goldman Sachs Ends Week Up 1% as Investors Focus on Revenue Sustainability
Earnings James Calloway

Goldman Sachs Ends Week Up 1% as Investors Focus on Revenue Sustainability

Goldman Sachs (GS) shares ended the week up 1.0% at $1,065.22, even as a 2.76% Friday drop brought the stock 7.5% below its record close, with investors weighing the durability of revenue from equities and FICC.

GS JPM BAC MS C
Viking Therapeutics Holds Phase 3 Focus Despite Weekly Stock Dip
Markets Daniel Marsh

Viking Therapeutics Holds Phase 3 Focus Despite Weekly Stock Dip

Viking Therapeutics shares declined 4.6% over the past week, yet its valuation premium over Structure Therapeutics persists, reflecting continued investor confidence in its Phase 3 obesity programs.

VKTX XBI
Chevron Gains 6% on Oil Rally, Iraq Deals Play Second Fiddle
Markets Daniel Marsh

Chevron Gains 6% on Oil Rally, Iraq Deals Play Second Fiddle

Chevron shares advanced 6.2% last week, closely tracking a 16% jump in WTI crude oil. Non-binding agreements with Iraq were a secondary factor.

CVX XOM COP USO
Marathon Petroleum's Market Cap Soars $8.5B on Record Refining Margins
Markets Daniel Marsh

Marathon Petroleum's Market Cap Soars $8.5B on Record Refining Margins

Marathon Petroleum's market value surged $8.5 billion as refining margins hit record highs, driving shares up 10.2% to a 52-week high.

MPC VLO PSX
Clorox's 5.15% Dividend Yield Faces Scrutiny as Earnings Coverage Remains Thin
Earnings James Calloway

Clorox's 5.15% Dividend Yield Faces Scrutiny as Earnings Coverage Remains Thin

Clorox offers a 5.15% dividend yield but with limited earnings coverage. Shares fell 2.4% to $96.32. Payout ratio at 102% on GAAP basis raises caution.

CLX PG KMB CHD UBS JPM
3M Stock Edges Up on Azure Deal; Q2 Earnings in Focus
Earnings James Calloway

3M Stock Edges Up on Azure Deal; Q2 Earnings in Focus

3M shares gained 1.5% last week after Microsoft Azure selected its EBO connectors. Investors await Q2 earnings Tuesday, with consensus estimates of $2.27 EPS and $6.38B revenue.

MMM MSFT JPM