TeraWulf's 12% Delivery Rate Puts AI Expansion in Focus
Markets Daniel Marsh

TeraWulf's 12% Delivery Rate Puts AI Expansion in Focus

TeraWulf's shares fell 3.3% last week as investors focus on the 12% activation rate of its 839-MW AI pipeline. Analysts see upside, but delivery hurdles remain.

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Snap's Q2 Growth Boosted by Direct Revenue, Yet Shares Slide
Earnings James Calloway

Snap's Q2 Growth Boosted by Direct Revenue, Yet Shares Slide

Snap's Q2 growth was driven by direct revenue, but shares retreated as user numbers declined in key regions.

SNAP
Sterling Infrastructure Stock Slides 10% on Margin Shift Toward Electrical Work
Earnings James Calloway

Sterling Infrastructure Stock Slides 10% on Margin Shift Toward Electrical Work

Sterling Infrastructure (STRL) dropped 10.5% post-earnings as E-Infrastructure's margin decline offset record Q2 results and an 8.7% revenue guidance hike.

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Space Innovators ETF Surges 18% as SpaceX Rally Boosts Portfolio
Markets Daniel Marsh

Space Innovators ETF Surges 18% as SpaceX Rally Boosts Portfolio

Tema Space Innovators ETF (NASA) gained 18.2% last week, outperforming peers, as SpaceX shares surged and investors await earnings from Rocket Lab and AST SpaceMobile.

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Cipher Digital Shares Tumble 23% as Investors Question $11.4B HPC Lease Portfolio
Markets Daniel Marsh

Cipher Digital Shares Tumble 23% as Investors Question $11.4B HPC Lease Portfolio

Cipher Digital (CIFR) shares fell 23% this week to $17.18 as investors weighed the company's $11.4B HPC lease backlog against current earnings shortfalls.

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SpaceX Stock Rebounds 23% as Share Float Swells 143%
IPO Michael Okonkwo

SpaceX Stock Rebounds 23% as Share Float Swells 143%

SpaceX (NASDAQ:SPCX) closed Friday up 15.8% at $133.11, recovering from post-earnings losses as investors absorbed a 143% increase in share float. Q2 revenue surged 91.9% to $7.81B.

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Walmart Fire Pit Deal Highlights Marketplace Growth Amid Burn Ban
Analysis Daniel Marsh

Walmart Fire Pit Deal Highlights Marketplace Growth Amid Burn Ban

Walmart's marketplace strategy is in focus as a third-party seller offers a discounted fire pit, highlighting fee-based growth despite regional burn restrictions.

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Pfizer Stock Surges 7% on Q2 Beat, Offering 6.4% Dividend Yield
Earnings James Calloway

Pfizer Stock Surges 7% on Q2 Beat, Offering 6.4% Dividend Yield

Pfizer shares gained 7% last week, beating the S&P 500, after Q2 adjusted EPS topped consensus by 13.2%. The stock's 6.43% yield exceeds analyst price target upside.

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Nokia's Q4 Margin Target Faces AI Order Conversion Test
Earnings James Calloway

Nokia's Q4 Margin Target Faces AI Order Conversion Test

Nokia's Q4 profit expectations hinge on converting a surge of AI orders into revenue, with analysts projecting a 19.1% operating margin.

IBM Stock Rises 6% Despite Lowered Price Targets Ahead of Ex-Dividend
Markets Daniel Marsh

IBM Stock Rises 6% Despite Lowered Price Targets Ahead of Ex-Dividend

IBM outperformed the market last week, but Wall Street trimmed targets. Ex-dividend adjustment set for Monday.

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Rocket Lab's Post-Surge Rally Faces Earnings Reality Check
Earnings James Calloway

Rocket Lab's Post-Surge Rally Faces Earnings Reality Check

Rocket Lab (RKLB) shares jumped 27.5% to $82.83 before Q2 earnings, but valuation demands strong guidance. Iridium deal and Neutron progress are key.

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Nu Holdings Faces Credit Quality Test Ahead of Q2 Earnings
Earnings James Calloway

Nu Holdings Faces Credit Quality Test Ahead of Q2 Earnings

Nu Holdings (NYSE:NU) prepares to report Q2 earnings with investors eyeing credit quality after loan-loss provisions jumped 33% in Q1, while shares trade near year lows.

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