Latest News

All Markets Earnings Economy Technology IPO Crypto Commodities Forex Analysis Regulation
Realty Income's Private Capital Pivot Pressures Acquisition Spreads
Markets Daniel Marsh

Realty Income's Private Capital Pivot Pressures Acquisition Spreads

Realty Income (O) closed Friday at $62.51, with private buyers driving funding strategy amid tightening acquisition spreads. Q2 AFFO rose 3.8%, guidance mixed.

O APO RY JEF WFC
Doximity's $1.2B Rally Sparks AI Revenue Questions
Analysis Daniel Marsh

Doximity's $1.2B Rally Sparks AI Revenue Questions

Doximity (NYSE:DOCS) shares jumped 32.6% on Friday, adding roughly $1.2B in market value, even as the company trimmed its adjusted EBITDA outlook. Investors are betting on AI-driven revenue.

DOCS
B2Gold Jumps 23% on Mali Permit Despite Q2 Miss
Commodities Rebecca Torres

B2Gold Jumps 23% on Mali Permit Despite Q2 Miss

B2Gold surged 23% on Friday after Mali granted the Menankoto permit for its Fekola Regional project, boosting investor sentiment despite a Q2 earnings miss and reduced production guidance.

BTG GLD AEM KGC NEM
Intel Stock Soars 12.7% as New Sales Chief Takes Charge
Markets Daniel Marsh

Intel Stock Soars 12.7% as New Sales Chief Takes Charge

Intel shares surged 12.7% last week, driven by a strong Tuesday rally and a new sales chief appointment, but trading volume fell sharply.

INTC NVDA TSM AMD MRVL CRWV CSCO AMAT
Palo Alto Networks Holds Steady Amid China Review, Valuation Scrutiny
Analysis Daniel Marsh

Palo Alto Networks Holds Steady Amid China Review, Valuation Scrutiny

Palo Alto Networks (PANW) shares ended the week up 9.7% despite a China review, with analysts focusing on underlying growth and valuation concerns.

PANW CRWD ZS FTNT CSCO
RTX Nears Record High as Defense Orders Surge, Cash Flow Concerns Loom
Analysis Daniel Marsh

RTX Nears Record High as Defense Orders Surge, Cash Flow Concerns Loom

RTX stock closes near 52-week high as defense backlog grows, yet its free cash flow yield trails Lockheed and Northrop, raising questions about execution.

RTX LMT NOC GD JPM RY MS UBS
Palantir's Market Cap Soars $118B in a Week, Valuation Pressures Mount
Analysis Daniel Marsh

Palantir's Market Cap Soars $118B in a Week, Valuation Pressures Mount

Palantir's stock jumped 39.8% last week, adding $117.6B in market value. The company's valuation now stands at 50.7 times its updated revenue forecast.

PLTR SNOW ORCL CRM
Ondas Shares Rally 22% as Q2 Earnings Loom, Revenue Hurdle Awaits
Earnings James Calloway

Ondas Shares Rally 22% as Q2 Earnings Loom, Revenue Hurdle Awaits

Ondas (ONDS) shares surged 21.6% this week to $9.11 as investors eye Thursday's Q2 report. The company faces a steep revenue challenge: hitting its $525M target requires nearly triple current quarterly sales.

ONDS AVAV KTOS RCAT
Boeing Investors Unfazed by FAA 737 MAX Crack Checks
Markets Daniel Marsh

Boeing Investors Unfazed by FAA 737 MAX Crack Checks

Boeing shares rose 0.96% on Friday as investors dismissed FAA-mandated crack inspections on 471 737 MAX aircraft as a routine issue, focusing instead on the company's improving cash flow.

BA LUV UAL AAL SPY
Rivian Faces Uphill Climb as R2 Deliveries Must Nearly Double
Earnings James Calloway

Rivian Faces Uphill Climb as R2 Deliveries Must Nearly Double

Rivian shares gained 4% on Friday, but the EV maker must deliver 42,441–47,441 vehicles in H2 to meet its annual target, a near-doubling of H1 output.

RIVN TSLA LCID GM
Lockheed Martin Lags Market as Missile Orders Await Production
Markets Daniel Marsh

Lockheed Martin Lags Market as Missile Orders Await Production

Lockheed Martin's stock rose just 0.9% last week, lagging the S&P 500's 3.6% gain, even as the company secured a $58.6B missile contract and posted record backlog. Analysts are cautiously optimistic.

LMT NOC RTX GD
SMCI's $60B Order Backlog Faces Cash Conversion Test Ahead of Q4 Report
Earnings James Calloway

SMCI's $60B Order Backlog Faces Cash Conversion Test Ahead of Q4 Report

Super Micro (SMCI) climbs 5.96% to $31.13 ahead of Q4 earnings, but focus shifts from demand to cash conversion as $60B in orders raises execution questions.

SMCI DELL NVDA HPE