Oklo's Rally Pushes Valuation to $9B Despite Early-Stage Revenue
Analysis Daniel Marsh

Oklo's Rally Pushes Valuation to $9B Despite Early-Stage Revenue

Oklo's 14.8% Friday surge lifts its market cap to $9B, but Q2 revenue of $1.2M and a $73.2M operating loss highlight the gap between valuation and execution.

OKLO SMR LEU
Barrick Shares Tumble 5% on Cost Pressures Despite $1.95B Nevada Settlement
Earnings James Calloway

Barrick Shares Tumble 5% on Cost Pressures Despite $1.95B Nevada Settlement

Barrick Mining (NYSE:B) slid 5% premarket after Q2 adjusted EPS missed estimates, overshadowing a $1.95B Nevada settlement with Newmont.

B NEM GLD
Jin Medical Shares Double Premarket After Share Count Surge
Markets Daniel Marsh

Jin Medical Shares Double Premarket After Share Count Surge

Jin Medical (NASDAQ:ZJYL) shares nearly doubled premarket as a post-deal share restructuring expanded the share count tenfold, resetting the company's valuation.

ZJYL
Doximity Soars 33% on AI Hopes, Analysts Split
Analysis Daniel Marsh

Doximity Soars 33% on AI Hopes, Analysts Split

Doximity (DOCS) surged 33% on AI revenue optimism, adding $1.2B in market value, but Wells Fargo downgraded the stock, citing unproven monetization.

DOCS WFC PIPR
B2Gold's Mali Permit Sparks Rally; Q2 Cash Flow Concerns Overlooked
Markets Daniel Marsh

B2Gold's Mali Permit Sparks Rally; Q2 Cash Flow Concerns Overlooked

B2Gold's stock rallied sharply after Mali granted a key mining permit, shifting focus from Q2 cash flow to future production growth.

BTG GDX KGC EGO
Steakholder Foods Soars on Warrant Trigger, Dilution Risk Looms
Markets Daniel Marsh

Steakholder Foods Soars on Warrant Trigger, Dilution Risk Looms

Steakholder Foods shares skyrocketed 161.6% premarket after warrants became deeply in-the-money, but the rally highlights dilution risks and funding needs.

TSMC July Sales Jump 45% as AI Demand Fuels Q3 Growth Expectations
Earnings James Calloway

TSMC July Sales Jump 45% as AI Demand Fuels Q3 Growth Expectations

TSMC's July revenue surged 44.7% year-over-year to NT$467.58 billion, propelled by AI demand. The company must maintain momentum in August and September to meet Q3 guidance.

TSM NVDA AAPL
Plug Power Stock Rises Ahead of Q2 Earnings; Cash Burn in Spotlight
Earnings James Calloway

Plug Power Stock Rises Ahead of Q2 Earnings; Cash Burn in Spotlight

Plug Power (PLUG) traded up 5.3% premarket ahead of Q2 earnings. Investors are focused on cash burn and liquidity, with revenue projected between $169.1M and $172.8M.

PLUG BLDP FCEL
Berkshire Hathaway Buybacks Signal Valuation as Shares Rise Premarket
Earnings James Calloway

Berkshire Hathaway Buybacks Signal Valuation as Shares Rise Premarket

Berkshire Hathaway (BRK.B) shares ticked up in premarket trading. Q2 buyback prices suggest management sees value, even as insurance results disappoint.

BRK.B GOOGL ALL PGR
Ondas Stock Surges 22% as $406M H2 Revenue Hurdle Looms
Earnings James Calloway

Ondas Stock Surges 22% as $406M H2 Revenue Hurdle Looms

Ondas (ONDS) shares surged 21.6% last week, but the company must deliver over $406 million in H2 revenue to hit its 2026 target. Q2 earnings Thursday will be pivotal.

ONDS RCAT AVAV KTOS
Intel Foundry External Revenue at 5.1% as Stock Surges 12.7%
Markets Daniel Marsh

Intel Foundry External Revenue at 5.1% as Stock Surges 12.7%

Intel shares climbed 12.7% this week as investors bet on foundry turnaround, but external customers still contribute only 5.1% of segment revenue.

INTC MRVL AVGO AMD TSM NVDA AMAT
Emirates' Boeing-Heavy Fleet Plan Revealed as Jakarta A380 Debuts
Markets Daniel Marsh

Emirates' Boeing-Heavy Fleet Plan Revealed as Jakarta A380 Debuts

Emirates' A380 landed in Jakarta for a one-off flight, but its fleet plan reveals a heavy Boeing tilt at 85.3% of orders. Airbus and Rolls-Royce keep service roles.

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