Raising Cane's August Expansion Plan Signals Shift in Chicken Brand Growth
Analysis Daniel Marsh

Raising Cane's August Expansion Plan Signals Shift in Chicken Brand Growth

Raising Cane's will open seven new restaurants in August, including two in new markets, as the chicken chain aims for 100 openings in 2026.

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Ford Faces Steep Cash Flow Climb in H2 as Shares Flat
Earnings James Calloway

Ford Faces Steep Cash Flow Climb in H2 as Shares Flat

Ford shares closed flat Friday at $14.68, as the company must deliver 97% of its annual cash flow target in the second half. Adjusted EBIT per vehicle rose 36% in Q2.

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Credo Stock Rebounds but Valuation Concerns Persist
Analysis Daniel Marsh

Credo Stock Rebounds but Valuation Concerns Persist

Credo Technology shares rebounded 16.6% over two sessions but remain 31.6% below record highs, with valuation at 20.5 times sales prompting caution.

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Rigetti Gears Up for Q2 Report with Cash Reserves and Revenue Quality in Focus
Earnings James Calloway

Rigetti Gears Up for Q2 Report with Cash Reserves and Revenue Quality in Focus

Rigetti Computing heads into Q2 earnings with a $5.01B market cap, $569M cash, and revenue quality under scrutiny. Analysts expect revenue of $5.1M-$5.3M.

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Student Loan Settlement Fuels Private Lender Optimism
Analysis Daniel Marsh

Student Loan Settlement Fuels Private Lender Optimism

A federal appeals court expanded student loan relief to over 450,000 borrowers, totaling $23B. Private lenders like SLM, SoFi, and Nelnet may benefit as federal graduate lending ends.

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Ambev ADRs Close Higher as Brazil Beer Strength Drives Q2 Earnings
Earnings James Calloway

Ambev ADRs Close Higher as Brazil Beer Strength Drives Q2 Earnings

Ambev ADRs closed the week up 1.6% as Brazil Beer EBITDA surged 12.8%, lifting Q2 results. Organic EBITDA grew 8.9%, though FX pressures continue.

Microsoft's $678B Backlog Fuels 21.8% Weekly Surge
Earnings James Calloway

Microsoft's $678B Backlog Fuels 21.8% Weekly Surge

Microsoft's stock surged 21.8% this week after reporting a $678 billion contracted backlog, signaling robust demand for its AI and cloud services.

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AT&T Faces $14.5B Debt Maturity, Tight Cash Flow
Markets Daniel Marsh

AT&T Faces $14.5B Debt Maturity, Tight Cash Flow

AT&T (NYSE:T) starts the week with $14.5 billion in new variable-rate debt, while planned buybacks and dividends could consume nearly all its 2026 free cash flow.

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L3Harris Shares Plunge $4.8B as Missile Unit IPO Delayed
IPO Michael Okonkwo

L3Harris Shares Plunge $4.8B as Missile Unit IPO Delayed

L3Harris shares dropped 7.7% this week after a delayed missile IPO wiped out $4.8B in market value, despite strong Q2 earnings and record backlog.

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Kaspi.kz Shares Climb 3.5% as Insider Sales Stay Minimal
Earnings James Calloway

Kaspi.kz Shares Climb 3.5% as Insider Sales Stay Minimal

Kaspi.kz shares gained 3.5% last week as insider selling was limited. Investors now look to August 10 results for margin improvement.

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SpaceX Stock Slips Ahead of Q2 Earnings and Massive Share Unlock
Earnings James Calloway

SpaceX Stock Slips Ahead of Q2 Earnings and Massive Share Unlock

SpaceX shares dropped to a record low ahead of Q2 earnings and a potential $99 billion share unlock. Despite a $1.6B Space Force contract, valuation concerns persist.

Ondas Investors Eye Revenue Conversion After $70M Order Surge
Earnings James Calloway

Ondas Investors Eye Revenue Conversion After $70M Order Surge

Ondas Holdings (ONDS) shares fell 4% despite securing $70M in new orders, as investors focus on revenue conversion ahead of Q2 earnings.

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