D-Wave Stock Rallies 15% Despite Booking Concentration Worries
Earnings James Calloway

D-Wave Stock Rallies 15% Despite Booking Concentration Worries

D-Wave Quantum (NASDAQ:QBTS) climbed 14.8% this week to $20.76, yet 94% of H1 bookings were made in Q1, highlighting reliance on lumpy deals.

QBTS IONQ RGTI QUBT
Jersey Mike's IPO Falters as Trading Volume Dries Up Post-Debut
IPO Michael Okonkwo

Jersey Mike's IPO Falters as Trading Volume Dries Up Post-Debut

Jersey Mike's shares slipped below their IPO price on Friday as trading volume dropped 95% from the debut. The stock closed at $22.91, down 0.4% from the $23 offering price.

BX CAVA WING CMG SG
TeraWulf Slips 3.3% as AI Expansion Costs Draw Market Scrutiny
Earnings James Calloway

TeraWulf Slips 3.3% as AI Expansion Costs Draw Market Scrutiny

TeraWulf (NASDAQ:WULF) shares slipped 3.3% last week to $17.08 amid scrutiny of its 336-MW AI expansion, with HPC leasing contributing 71% of Q2 revenue.

WULF IREN CIFR CORZ GOOGL
DoubleVerify Stock Nears Nielsen Buyout Price as Deal Spread Narrows
Markets Daniel Marsh

DoubleVerify Stock Nears Nielsen Buyout Price as Deal Spread Narrows

DoubleVerify shares ended the week at $13.21, just 2.95% below Nielsen's $13.60 all-cash offer, reflecting high market confidence in the deal's completion by Q1 2027.

DV TTD
Rocket Companies Bounces Back on Servicing Deal, Record Refi Share
Earnings James Calloway

Rocket Companies Bounces Back on Servicing Deal, Record Refi Share

Rocket Companies shares recovered 3.8% to $13.72 after a $795M servicing deal, while Q2 revenue doubled and refinance share hit an all-time high.

RKT UWMC LDI BAC WFC RY
Lululemon Stock Climbs 8% on Global Growth, Offsetting US Decline
Earnings James Calloway

Lululemon Stock Climbs 8% on Global Growth, Offsetting US Decline

Lululemon's stock advanced 8.2% this week as international growth, led by China, offset a decline in U.S. sales. Analysts maintain a Hold consensus with a $123.01 target.

LULU NKE DECK ONON UA
Cisco's AI Pivot: Can It Turn $9B Orders Into Profits?
Earnings James Calloway

Cisco's AI Pivot: Can It Turn $9B Orders Into Profits?

Cisco Systems (CSCO) has rallied 57.6% this year, but investors now question its ability to convert $9B in AI orders into sustained revenue growth ahead of Wednesday's earnings.

CSCO ANET HPE UBS FDS
Cipher Digital Plunges 23% as Financing Gap Raises Concerns
Markets Daniel Marsh

Cipher Digital Plunges 23% as Financing Gap Raises Concerns

Cipher Digital shares dropped 23% last week despite Nasdaq gains, as rising interest expenses outpaced mining revenue. Analysts trim targets while maintaining positive outlooks.

CIFR IREN APLD CORZ WULF
Nu Holdings Set for Q2 Earnings Test After Lagging Nasdaq
Earnings James Calloway

Nu Holdings Set for Q2 Earnings Test After Lagging Nasdaq

Nu Holdings (NYSE:NU) closed down 3.4% last week, lagging the Nasdaq's 5.2% gain. Q2 earnings due Thursday will test credit quality and growth outlook.

NU MELI INTR STNE PAGS
Fubo's World Cup Boost Fails to Offset Q4 Profit Uncertainty
Earnings James Calloway

Fubo's World Cup Boost Fails to Offset Q4 Profit Uncertainty

Fubo's World Cup subscriber surge drove shares up 4.6% last week, but Q4 guidance suggests only breakeven results. Analysts remain bullish, though uncertainty persists.

FUBO DIS GOOGL
Plug Power Faces Critical Cash Test as Q2 Earnings Loom
Earnings James Calloway

Plug Power Faces Critical Cash Test as Q2 Earnings Loom

Plug Power (PLUG) reports Q2 earnings Monday with cash at $162M and revenue forecast down 2.8%. Analysts focus on liquidity and dilution risks as shares hover near $2.18.

PLUG BE FCEL BLDP
Lockheed Martin Lags as Missile Demand Outpaces Production Capacity
Markets Daniel Marsh

Lockheed Martin Lags as Missile Demand Outpaces Production Capacity

Lockheed Martin (LMT) shares gained just 0.9% last week, lagging the S&P 500's 3.6% rise, as missile demand surges but production capacity remains constrained.

LMT NOC RTX GD