Disney Stock Rises on Avengers Buzz Despite Profit Mix Concerns
Analysis Daniel Marsh

Disney Stock Rises on Avengers Buzz Despite Profit Mix Concerns

Disney (DIS) shares edged higher Tuesday on Avengers: Doomsday buzz, but the company's profit mix shows Experiences dominating while Entertainment lags. Analysts see 24% upside.

DIS
Tim Hortons' Harry Potter Menu Faces Key Test After Flat Q2 Sales
Earnings James Calloway

Tim Hortons' Harry Potter Menu Faces Key Test After Flat Q2 Sales

Tim Hortons debuts a Harry Potter-themed menu in the U.S. on August 12, following a mere 0.1% rise in Canadian comparable sales. The promotion is seen as a key test for the brand's ability to drive traffic.

QSR
Shake Shack Stock Holds Steady After Airport Kiosk Pricing Glitch
Markets Daniel Marsh

Shake Shack Stock Holds Steady After Airport Kiosk Pricing Glitch

Shake Shack shares ended slightly higher after a kiosk glitch at an airport outlet sparked viral claims about surcharges. The company says it was a technology error, not policy.

SHAK
Mondelez Gains as Oreo Buzz in China Spotlights Volume Growth
Earnings James Calloway

Mondelez Gains as Oreo Buzz in China Spotlights Volume Growth

Mondelez (MDLZ) shares ticked up 0.4% after Oreo trended in the U.S. following China product reports; the region's volume growth drove 65% of Q2 organic growth.

MDLZ YUMC
Beyond Meat Plunges 20% as 1-for-30 Reverse Split Sets Up Nasdaq Deadline
Markets Daniel Marsh

Beyond Meat Plunges 20% as 1-for-30 Reverse Split Sets Up Nasdaq Deadline

Beyond Meat shares tumbled 19.7% to $0.4176 as the company's 1-for-30 reverse split takes effect, leaving only 12 sessions to meet Nasdaq's $1 minimum bid.

BYND
Nebius Shares Surge 5% as $2B H2 Revenue Goal Looms Ahead of Earnings
Earnings James Calloway

Nebius Shares Surge 5% as $2B H2 Revenue Goal Looms Ahead of Earnings

Nebius (NBIS) shares rose 5% ahead of Q2 earnings, with the company facing a critical test to hit $2 billion in second-half revenue.

NBIS CRWV
Joby Aviation Tumbles 4.4% on $500M Defense Buy, Cash Concerns
Markets Daniel Marsh

Joby Aviation Tumbles 4.4% on $500M Defense Buy, Cash Concerns

Joby Aviation (JOBY) dropped 4.43% after agreeing to buy Resonant Sciences for $500 million, with $450 million in cash, sparking investor worries about liquidity.

JOBY
Firefly Aerospace's Record Revenue Clouded by $106M Cash Burn
Earnings James Calloway

Firefly Aerospace's Record Revenue Clouded by $106M Cash Burn

Firefly Aerospace's Q2 revenue soared 659% to $117.7M, but free cash flow was -$106.3M, nearly matching revenue. Shares slipped 0.6% after hours as investors weigh growth against cash burn.

FLY LMT
Bradesco Shares Slide as Capital Raise Prices Above Market
Markets Daniel Marsh

Bradesco Shares Slide as Capital Raise Prices Above Market

Bradesco's ADR dropped 3.6% after its capital raise priced above market. Q2 profit rose 16.2%, but the subscription price now sits 5.1% above the market.

Transocean Stock Edges Higher as Oil Gains, Cash Flow Improves
Earnings James Calloway

Transocean Stock Edges Higher as Oil Gains, Cash Flow Improves

Transocean (RIG) shares rose 1.5% on Tuesday as oil prices climbed. Q2 free cash flow jumped 56% to $212M, but adjusted EBITDA fell 29% sequentially, with analysts split on the stock.

RIG VAL EQNR
Embraer Doubles Minimum Free Cash Flow Forecast for 2026
Earnings James Calloway

Embraer Doubles Minimum Free Cash Flow Forecast for 2026

Embraer (EMBJ) raised its 2026 minimum free cash flow forecast to $400M and lifted its adjusted EBIT margin outlook to 10.0%-10.6% after a record Q2.

Nvidia Unveils $500B Financing Strategy to Ease AI Infrastructure Costs
Technology Sarah Chen

Nvidia Unveils $500B Financing Strategy to Ease AI Infrastructure Costs

Nvidia (NVDA) announced a $500B financing initiative with six partners to help customers afford AI infrastructure. The plan could include up to $125B in support from Nvidia itself.

NVDA APO BLK BX BAM GS KKR MU AVGO