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Salesforce Stock Jumps 12% but Organic Growth Concerns Loom
Earnings James Calloway

Salesforce Stock Jumps 12% but Organic Growth Concerns Loom

Salesforce shares rose 12.4% last week, but Q2 organic growth is expected to slow to 6-7%. Investors weigh AI gains against core business challenges.

CRM MSFT ORCL NOW ADBE
Sterling Infrastructure Faces High Bar Ahead of Q2 Earnings Release
Earnings James Calloway

Sterling Infrastructure Faces High Bar Ahead of Q2 Earnings Release

Sterling Infrastructure (STRL) shares fell 9.7% last week as Q2 EPS estimates climbed 37% to $5.01. Full-year forecasts exceed management guidance, raising the bar for Monday's report.

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SoFi Stock Slips Despite Record Quarter as Tax Hike Dents Outlook
Earnings James Calloway

SoFi Stock Slips Despite Record Quarter as Tax Hike Dents Outlook

SoFi shares slipped 0.9% this week despite a record quarter, as a higher tax assumption offset EPS gains. Management raised revenue guidance but kept profit outlook unchanged.

SOFI
IREN Ends Volatile Week Nearly Flat as $4B AI Cloud Target Shifts Focus to Execution
Analysis Daniel Marsh

IREN Ends Volatile Week Nearly Flat as $4B AI Cloud Target Shifts Focus to Execution

IREN shares closed the week nearly unchanged after a volatile session, with investors weighing its $4 billion AI Cloud revenue target against execution risks.

IREN CIFR WULF MARA RIOT
Wall Street Kicks Off August with Modest Gains Ahead of Jobs Report
Markets Daniel Marsh

Wall Street Kicks Off August with Modest Gains Ahead of Jobs Report

The S&P 500 gained 0.7% on Friday, though declining stocks outnumbered advancers. Investors await July payrolls data, with Amazon leading gains while Apple fell.

AMZN AAPL MSFT MU PLTR CAT AMD LLY PNC
Digital Realty: Small Leases Drive Rent Per Kilowatt Higher
Markets Daniel Marsh

Digital Realty: Small Leases Drive Rent Per Kilowatt Higher

Digital Realty (DLR) reported Q2 results showing small-space and interconnection leases now make up 52% of annualized rent, boosting rent per kilowatt. Shares fell 5.3% last week.

EQIX VNQ
Roblox stock crashes 27% as bookings gap raises growth doubts
Earnings James Calloway

Roblox stock crashes 27% as bookings gap raises growth doubts

Roblox shares tumbled 27% on Friday after the company's Q3 bookings outlook disappointed, highlighting a growing gap between bookings and recognized revenue.

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S&P 500 Index Funds: Fee Wars and Top-Heavy Risks
Analysis Daniel Marsh

S&P 500 Index Funds: Fee Wars and Top-Heavy Risks

The cheapest S&P 500 ETF charges 0.02% annually, but top-heavy index weights and market concentration pose risks for passive investors.

VOO SPY BRK.B AAPL NVDA MSFT
Palantir's Q2 Earnings: A High-Stakes Test for Its $316B Valuation
Earnings James Calloway

Palantir's Q2 Earnings: A High-Stakes Test for Its $316B Valuation

Palantir (PLTR) faces a pivotal earnings report Monday, with options pricing a potential 10% swing. U.S. commercial revenue growth will be a key focus.

PLTR SNOW DDOG CRM
Transocean Shares Rebound as Valaris Merger Spread Narrows Ahead of Q2 Results
Earnings James Calloway

Transocean Shares Rebound as Valaris Merger Spread Narrows Ahead of Q2 Results

Transocean shares climbed 4.7% on Friday, reducing the merger spread with Valaris to 2.35% ahead of Q2 earnings. The deal remains on track for H2 2026 close pending regulatory approvals.

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XRP Holds Near $1.06 as ETF Inflows Stall Ahead of Ledger Upgrade
Crypto Sarah Chen

XRP Holds Near $1.06 as ETF Inflows Stall Ahead of Ledger Upgrade

XRP holds near $1.06 with ETF inflows at $7.69M, far below Bitcoin and Ether. The XRP Ledger 3.3.0 upgrade may spur institutional adoption.

COIN
Bitcoin Outperforms Strategy as MSTR Premium Fades
Crypto Sarah Chen

Bitcoin Outperforms Strategy as MSTR Premium Fades

Bitcoin's 2026 decline of 27.9% is less severe than Strategy's 38.6% drop, highlighting a shrinking leverage edge for MSTR.

MSTR