FBI Insider Crypto Case Spotlights Wallet Security as Bitcoin Steady
Crypto Sarah Chen

FBI Insider Crypto Case Spotlights Wallet Security as Bitcoin Steady

A former FBI supervisor's arrest for allegedly stealing crypto via memorized wallet passphrases has put key management in focus. Bitcoin held steady near $63.5K.

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Sterling Infrastructure Q2 Revenue Soars 90%, But Margin Outlook Weighs on Shares
Earnings James Calloway

Sterling Infrastructure Q2 Revenue Soars 90%, But Margin Outlook Weighs on Shares

Sterling Infrastructure's Q2 revenue jumped 90%, but after-hours shares dropped 4.7% as the 2026 margin outlook implied a tighter incremental EBITDA margin.

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Vertex Raises Outlook as CF Dominates, Non-CF Push Faces Steep Climb
Earnings James Calloway

Vertex Raises Outlook as CF Dominates, Non-CF Push Faces Steep Climb

Vertex Pharmaceuticals raised its 2026 outlook after strong Q2, but non-CF drugs Casgevy and Journavx face a 53% H2 growth hurdle.

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AIFA Enters Mexico's Top 10 Airports, But Investors Eye Listed Operators
Markets Daniel Marsh

AIFA Enters Mexico's Top 10 Airports, But Investors Eye Listed Operators

AIFA's June international passenger traffic jumped 20.1% year-over-year, but H1 volumes remain 5.9% lower. Among listed operators, OMA rose 2.1%, while GAP and ASUR fell.

Delta Soars 4.75% as Oil Slump Lifts Airlines; Maintenance Costs Loom
Markets Daniel Marsh

Delta Soars 4.75% as Oil Slump Lifts Airlines; Maintenance Costs Loom

Delta Air Lines (DAL) rose 4.75% Monday as Brent crude fell 7%, boosting the sector. Yet maintenance costs per seat-mile climbed 15% last quarter, and a third Red Sox charter issue in six weeks raises service concerns.

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Ford Shares Stall Post-Earnings Despite Raised 2026 Profit Forecast
Earnings James Calloway

Ford Shares Stall Post-Earnings Despite Raised 2026 Profit Forecast

Ford's stock fell 1.7% to $14.43 despite a 10.5% midpoint increase in its 2026 adjusted EBIT guidance. The automaker also faces a production halt in Romania due to electricity supply issues.

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Wall Street Surges as Oil Slumps; Dow Hits Record, Tech Giants Add $537B
Markets Daniel Marsh

Wall Street Surges as Oil Slumps; Dow Hits Record, Tech Giants Add $537B

The Dow closed at a record high Monday as falling oil prices eased inflation worries. Megacap tech stocks surged, adding $537 billion in market value.

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ON Semiconductor Q2 Beats Estimates, Cash Flow Surge Raises Questions
Earnings James Calloway

ON Semiconductor Q2 Beats Estimates, Cash Flow Surge Raises Questions

ON Semiconductor shares gained after Q2 results beat expectations, with revenue and EPS surpassing consensus. However, the company's cash flow growth was aided by working capital changes, raising sustainability concerns.

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Celsius Holdings Faces Pre-Earnings Slide as Investors Eye Core Growth
Earnings James Calloway

Celsius Holdings Faces Pre-Earnings Slide as Investors Eye Core Growth

Celsius Holdings (CELH) shares declined 3.4% to $28.23 ahead of Q2 earnings, with investors focused on core brand growth and margin trends. Analysts expect revenue of $887.7 million.

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Hims & Hers Stock Rebounds 11% Ahead of Q2 Earnings Test
Earnings James Calloway

Hims & Hers Stock Rebounds 11% Ahead of Q2 Earnings Test

Hims & Hers shares surged 11% before earnings, erasing FTC-related losses. The focus now shifts to margin recovery and Eucalyptus integration.

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Opendoor Shares Surge Ahead of Q2 Report; Margin Outlook in Focus
Earnings James Calloway

Opendoor Shares Surge Ahead of Q2 Report; Margin Outlook in Focus

Opendoor shares climbed 4.5% ahead of Q2 results, with revenue expected near $900M. Investors focus on contribution margin and adjusted EBITDA as the company scales purchases.

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Blue Owl Capital Surges 8% as Real Assets Drive Q2 Fundraising
Earnings James Calloway

Blue Owl Capital Surges 8% as Real Assets Drive Q2 Fundraising

Blue Owl Capital (OWL) rose 8% after Q2 fundraising got a boost from real assets, which captured 59% of equity inflows. The firm sees potential $380M in annual fees from undeployed capital.

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