Berkshire's Buyback Push Takes Center Stage as Stock Outperforms
Analysis Daniel Marsh

Berkshire's Buyback Push Takes Center Stage as Stock Outperforms

Berkshire Hathaway (BRK.B) gained 3.4% last week, buoyed by an estimated $8.5 billion in share repurchases, while its top holding Apple (AAPL) slid 7.2%.

BRK.B AAPL KO UBS
Etihad Eyes 23 New African Feeder Routes via Strategic Alliances
Analysis Daniel Marsh

Etihad Eyes 23 New African Feeder Routes via Strategic Alliances

Etihad Airways is set to expand its African network with up to 23 new feeder routes via partnerships, enhancing connectivity from Abu Dhabi to six new gateway cities.

IAG
FSG's Liverpool Stake Sale Could Yield 4.5x Return on Investment
Analysis Daniel Marsh

FSG's Liverpool Stake Sale Could Yield 4.5x Return on Investment

Fenway Sports Group is selling a 30% stake in Liverpool for £1.35 billion, valuing the club at £4.5 billion and marking a 4.5x return on its original investment.

AMZN META MANU
AI Selloff Widens as Cloud Growth Becomes Key Market Divider
Markets Daniel Marsh

AI Selloff Widens as Cloud Growth Becomes Key Market Divider

Microsoft and Amazon gained nearly $841B combined on cloud strength, while Meta and Alphabet fell on weaker cash conversion. Chip stocks remain under pressure.

MSFT AMZN META GOOGL AMD PLTR MU ASML
Markets Wrap: Intel Slips, Coca-Cola Surges, and Kospi's Record Rout
Markets Daniel Marsh

Markets Wrap: Intel Slips, Coca-Cola Surges, and Kospi's Record Rout

Intel slips despite strong sales, Coca-Cola jumps on volume gains, and South Korea's Kospi suffers its worst month since 2008.

INTC KO MELI BE AAPL
Student Loan Settlement Advances: $12B Distributed, Court Upholds Deadlines
Regulation James Calloway

Student Loan Settlement Advances: $12B Distributed, Court Upholds Deadlines

A $23 billion student loan settlement advances with $12 billion already distributed, as the Ninth Circuit upholds key deadlines affecting over 170,000 borrowers.

MMS NNI
MP Materials Q2 Preview: Price Support Dominates Earnings Outlook
Earnings James Calloway

MP Materials Q2 Preview: Price Support Dominates Earnings Outlook

MP Materials (NYSE:MP) reports Q2 earnings Thursday with Q1 price-protection income topping EBITDA. Analysts expect a loss despite surging NdPr sales.

MP USAR UUUU CRML FDS JPM
Nu Holdings Faces Credit Quality Test as Stock Lags Brazilian Rivals
Earnings James Calloway

Nu Holdings Faces Credit Quality Test as Stock Lags Brazilian Rivals

Nu Holdings (NU) shares trailed Brazilian fintech peers last week. Q1 credit surged 40% but risk-adjusted margins fell, raising concerns ahead of Q2 earnings on Aug. 13.

NU MELI STNE PAGS
UiPath Stock Rebounds 18% as Buybacks Soften ARR Growth Miss
Earnings James Calloway

UiPath Stock Rebounds 18% as Buybacks Soften ARR Growth Miss

UiPath (PATH) shares jumped 18% after share buybacks helped cushion a softer ARR outlook. Cash reserves support valuation despite growth concerns.

PATH PEGA APPN NOW PLTR
Disney Q3 earnings preview: Parks must offset sports slump
Earnings James Calloway

Disney Q3 earnings preview: Parks must offset sports slump

Disney (NYSE:DIS) faces a key earnings test Wednesday. Analysts expect 15.5% EPS growth, but sports profits are set to fall 14%, putting pressure on Parks and Entertainment to deliver.

DIS NFLX CMCSA WBD
Constellation's PJM Capacity Value Rises 2.5% Despite Lower Auction Prices
Earnings James Calloway

Constellation's PJM Capacity Value Rises 2.5% Despite Lower Auction Prices

Constellation Energy's PJM capacity value for 2028/29 is estimated at $2.24 billion, up 2.5% despite a 2.5% price decline, ahead of Q2 earnings.

CEG VST NRG TLN
NANO Nuclear's Cash Cushion Fails to Lift Shares Near 52-Week Low
Markets Daniel Marsh

NANO Nuclear's Cash Cushion Fails to Lift Shares Near 52-Week Low

NANO Nuclear (NNE) slipped 4.6% to $15.91, near its 52-week low, even as its cash reserves represent 66.6% of market cap. Peers Oklo and NuScale report earnings this week.

NNE OKLO SMR