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
Newell Brands Stock Jumps 9% as Sales Growth Returns, But Tariff Refunds Mask Underlying Gains
Earnings James Calloway

Newell Brands Stock Jumps 9% as Sales Growth Returns, But Tariff Refunds Mask Underlying Gains

Newell Brands (NWL) surged 9% after reporting its first quarterly sales increase in over four years, though the EPS beat was largely driven by one-time tariff refunds.

NWL HELE SPB CLX
AT&T Stock Slips as Dividend Yield Nears Treasury Benchmark
Markets Daniel Marsh

AT&T Stock Slips as Dividend Yield Nears Treasury Benchmark

AT&T shares dropped 3.6% this week to $23.25, as its dividend yield narrowed to just 3 basis points above the 10-year Treasury. The company's $23 billion spectrum acquisition adds leverage.

T VZ TMUS
SK hynix ADR Premium Narrows to 21% as Seoul Shares Rebound
Markets Daniel Marsh

SK hynix ADR Premium Narrows to 21% as Seoul Shares Rebound

SK hynix shares rebounded 29.95% in Seoul on Friday, yet the ADR premium persists at 20.7%. Robust chip export data and record Q2 earnings underpin the bullish demand narrative.

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Samsung's Semiconductor Unit Drives 99.7% of Q2 Profit, Stock Jumps 27%
Earnings James Calloway

Samsung's Semiconductor Unit Drives 99.7% of Q2 Profit, Stock Jumps 27%

Samsung's Q2 profit soared, with chips making up 99.7% of operating earnings. The stock jumped 27% on Friday, but analysts warn of concentration risks.

SSNLF MU
NextEra Slips 3.2% as AI Data Center Project Awaits Final Approvals
Earnings James Calloway

NextEra Slips 3.2% as AI Data Center Project Awaits Final Approvals

NextEra Energy (NEE) dropped 3.2% last week to $86.92, pressured by rising Treasury yields. Its massive Paducah AI power project remains pending final approvals.

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American Airlines' Profit Gap Widens Despite Revenue Surge
Earnings James Calloway

American Airlines' Profit Gap Widens Despite Revenue Surge

American Airlines (AAL) shares gained 5.5% last week, but the carrier's profit conversion remains far behind Delta (DAL) and United (UAL), with a projected Q3 loss.

AAL DAL UAL
Microsoft's Soaring Demand Outpaces Spending as Azure Surges
Earnings James Calloway

Microsoft's Soaring Demand Outpaces Spending as Azure Surges

Microsoft's stock rallied 22% as commercial backlog surged $51B, outpacing capex. Azure grew 43%, with executives guiding to ~45% growth next quarter.

MSFT AMZN GOOGL AMD
Bitcoin Faces Choppy August as ETF Interest Stalls
Crypto Sarah Chen

Bitcoin Faces Choppy August as ETF Interest Stalls

Bitcoin's 7.5% July gain meets muted ETF demand in August. Historical data shows August weakness, with median decline of 7.49%.

IBIT
Ambev's Q2 Cash Flow Jumps 54.5% on Working Capital Boost
Earnings James Calloway

Ambev's Q2 Cash Flow Jumps 54.5% on Working Capital Boost

Ambev's Q2 operating cash flow surged 54.5% to R$4.71 billion, with 79% of the increase attributed to working capital adjustments. The stock saw modest gains.

Rivian stock drops 9.6% as software profits mask EV losses
Earnings James Calloway

Rivian stock drops 9.6% as software profits mask EV losses

Rivian's shares slid 9.6% despite beating revenue estimates, as software profits offset ongoing EV losses. Automotive gross margin remains negative.

RIVN
Micron Stock Slides 10.6% Despite Memory Market Strength
Analysis Daniel Marsh

Micron Stock Slides 10.6% Despite Memory Market Strength

Micron (MU) shares dropped 10.6% this week to $823.03 despite robust memory demand and record gross margins of 86% forecast for Q4.

MU AMZN AAPL SNDK NVDA