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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.
Nokia Stock Slips 13% as Investors Question AI Revenue Growth
Nokia shares dropped 13% after Q2 results, despite an earnings beat, as investors focus on AI revenue concentration and cash flow challenges.
GlobalFoundries Faces Earnings Test After Photonics Grant Boost
GlobalFoundries (GFS) shares dropped 6.6% last week as investors await Q2 earnings, even as a $300M photonics grant proposal offers long-term support but raises dilution questions.
MercadoLibre Stock Climbs Ahead of Q2 Report Despite Profit Forecast Slash
MercadoLibre (MELI) shares rose 4.2% ahead of Q2 earnings, even as analysts slashed EPS forecasts by 22.4%. Revenue growth is strong, but margin pressure and valuation remain key concerns.
Coca-Cola Stock Surges 6.5% on Strong Volume, H2 Outlook Brightens
Coca-Cola shares climbed 6.5% last week, beating the S&P 500, as global volume rose 5% and the company lifted its full-year EPS guidance.
Intel stock dips despite strong quarter; pricing drives growth
Intel (INTC) closed Friday at $90.20, down 2.3% despite 25% sales growth. Server prices rose 48% while units grew only 9%, raising questions about growth quality.
NANO Nuclear's Cash Cushion Supports Stock Amid Volatile Week
NANO Nuclear (NNE) ended the week 2.1% higher despite a volatile session, with liquidity covering two-thirds of its market value, providing a strong balance-sheet buffer.
Apple Slides as Tariff Rebates Mask Core Earnings Weakness
Apple shares dropped nearly 7% on Friday after it emerged that tariff refunds accounted for about 85% of its earnings beat, raising doubts about the sustainability of its growth.
Amazon Soars 15% as AWS Profit Surge Backs $220B AI Spend
Amazon shares jumped 15.3% after AWS profit growth hit 78% of total operating income, supporting a $220 billion capex plan for 2026.
Mortgage Rates Hit One-Year High as Treasury Yields Dominate Investor Focus
U.S. mortgage rates hit a one-year high at 6.66%, with Treasury yields driving the move. Housing stocks declined as loan applications fell sharply.