PDD Slumps 7.6% as Weak China Retail Data Raises Valuation Concerns
Markets Daniel Marsh

PDD Slumps 7.6% as Weak China Retail Data Raises Valuation Concerns

PDD Holdings (PDD) dropped 7.6% last week amid weak China retail data and concerns over profit quality, despite a strong cash position. July retail figures due Monday may add pressure.

PDD BABA KWEB JD
China's Record Loan Drop Fuels Stimulus Debate as Demand Falters
Economy Daniel Marsh

China's Record Loan Drop Fuels Stimulus Debate as Demand Falters

China's new yuan loans saw a record RMB340 billion decline in July, highlighting weak demand. Markets now await activity data and the LPR decision for policy cues.

FXI MCHI
Ambev ADRs Slide 6.7% as Currency Pressure Compounds Sector Selloff
Markets Daniel Marsh

Ambev ADRs Slide 6.7% as Currency Pressure Compounds Sector Selloff

Ambev ADRs dropped 6.7% to $2.80 as the real weakened, adding to a sector-wide decline. Q2 EBITDA grew 8.9%.

Iovance Faces Make-or-Break Amtagvi Ramp as $101M Quarterly Hurdle Looms
Earnings James Calloway

Iovance Faces Make-or-Break Amtagvi Ramp as $101M Quarterly Hurdle Looms

Iovance Biotherapeutics (IOVA) fell 13.2% to $4.07 as investors weigh the steep climb to $101 million in quarterly Amtagvi revenue needed to hit 2026 guidance.

IOVA
Hecla Mining Surges 3.6% as Silver Hits $65, Boosting 2026 Margin Outlook
Commodities Rebecca Torres

Hecla Mining Surges 3.6% as Silver Hits $65, Boosting 2026 Margin Outlook

Hecla Mining (HL) climbed 3.6% to $18.37 as silver hit $65, widening 2026 margins to ~$49/oz. Volume surged 21% above average.

HL SLV
Keel Stock Up 6% as $819M Liquidity Buys Time for AI Lease Deals
Markets Daniel Marsh

Keel Stock Up 6% as $819M Liquidity Buys Time for AI Lease Deals

Keel Infrastructure shares climbed 6% after the company reported $819 million in liquidity, covering 38% of its market cap. Investors are watching for a high-performance computing lease.

FuboTV Stock Climbs 10% Despite Tepid Q4 Outlook
Analysis Daniel Marsh

FuboTV Stock Climbs 10% Despite Tepid Q4 Outlook

FuboTV shares gained 10% last week to $10.22, yet fiscal Q4 adjusted EBITDA is projected between -$8.2M and $1.8M. Record subscribers and Disney integration offer optimism.

FUBO DIS
SpaceX's $44.8B Share Unlock Looms as Lockup Expiry Approaches
IPO Michael Okonkwo

SpaceX's $44.8B Share Unlock Looms as Lockup Expiry Approaches

About 320 million SpaceX shares become eligible for sale on August 20, valued at $44.8 billion, 3.5 times Friday's volume. The company's strong revenue growth may offset supply concerns.

GOOGL
Archer Aviation Slips 5% as Boeing Deal Poses $1B Valuation Test
Markets Daniel Marsh

Archer Aviation Slips 5% as Boeing Deal Poses $1B Valuation Test

Archer Aviation shares dropped 5.24% to $6.60 as investors digested a $1B Boeing deal that adds defense revenue but dilutes existing holders by 16.5%.

ACHR BA
Rhine at Record Low: German Industry Faces 1% Output Hit
Economy Daniel Marsh

Rhine at Record Low: German Industry Faces 1% Output Hit

The Rhine at Kaub hit a record low of 8 cm, threatening a 1% drop in German industrial output. Freight rates soared as firms shift to trucks and rail.

GS
Opendoor's $440M Capital Boost Sets High Dilution Hurdle at $10.38
Markets Daniel Marsh

Opendoor's $440M Capital Boost Sets High Dilution Hurdle at $10.38

Opendoor (OPEN) secured $440M in growth capital with a convertible note sale, setting a key dilution threshold at $10.38, 185% above Friday's close. The market remains cautious.

OPEN
Transocean's Friday Rally Narrows Analyst Price Target Gap
Markets Daniel Marsh

Transocean's Friday Rally Narrows Analyst Price Target Gap

Transocean (RIG) gained 0.7% to $5.76 on Friday, but trailed the energy sector. The stock now sits 11.2% below the consensus target of $6.40, with oil strength and merger dynamics in focus.

RIG VAL USO