IREN Shares Climb 12% Weekly as AI Revenue Targets Take Center Stage
Analysis Daniel Marsh

IREN Shares Climb 12% Weekly as AI Revenue Targets Take Center Stage

IREN shares jumped 8.7% Friday to $41.23, capping a 12% weekly gain as investor focus shifted from Mirantis supply concerns to AI revenue growth potential.

IREN MSFT CRWV APLD CORZ
Trade Desk Plunges 22% on Weak Q3 Forecast, Margin Squeeze
Earnings James Calloway

Trade Desk Plunges 22% on Weak Q3 Forecast, Margin Squeeze

Trade Desk shares tumbled 22% after Q3 guidance pointed to a 12% sales decline and nearly halved adjusted EBITDA, raising concerns over pricing and execution.

TTD PUBM MGNI APP RJF TFC RBC EVR C
Westwater Resources surges 88% after securing $25M U.S. graphite loan
Markets Daniel Marsh

Westwater Resources surges 88% after securing $25M U.S. graphite loan

Westwater Resources (WWR) soared 88% on Friday after securing a $25 million U.S. graphite loan, adding roughly $46 million in market value. The gain outpaced the loan amount, signaling investor confidence in government backing.

WWR FEAM NMG
QuantumScape Surges 10% as Valuation Gap Widens, Sector Rally Lifts Battery Stocks
Analysis Daniel Marsh

QuantumScape Surges 10% as Valuation Gap Widens, Sector Rally Lifts Battery Stocks

QuantumScape shares rose 9.8% to $6.08, but a $2.89B valuation gap above Q2 liquidity underscores execution risks as sector-wide rally lifts battery stocks.

QS SES SLDP AMPX
Stellantis Slips on Downgrade as Margins Disappoint
Earnings James Calloway

Stellantis Slips on Downgrade as Margins Disappoint

Stellantis shares dropped on Friday after Bernstein downgraded the stock, citing a slim 1.8% adjusted operating margin in Q2. U.S. shares closed at $5.52, down 4.17% over five sessions.

STLA GM F TM
Snap Shares Dip as Subscriptions Drive Q2 Growth
Earnings James Calloway

Snap Shares Dip as Subscriptions Drive Q2 Growth

Snap's Q2 revenue rose 19% to $1.599B, with direct revenue up 85% and accounting for 57% of growth. Shares fell 7.9% midweek as investors await proof of sustainability.

SNAP META PINS FDS LSE
FIGS Stock Soars 27% on Raised Guidance and Record Customer Growth
Earnings James Calloway

FIGS Stock Soars 27% on Raised Guidance and Record Customer Growth

FIGS (FIGS) surged 27% after raising its 2026 revenue growth forecast to ~20%, driven by a 13.2% jump in active customers and higher per-customer spend.

FIGS
RBI Stock Slips 2% Despite Burger King's Strong Quarter
Earnings James Calloway

RBI Stock Slips 2% Despite Burger King's Strong Quarter

Shares of Restaurant Brands International dropped 2.1% on Thursday even as Burger King posted its best US comparable sales in years, raising concerns about growth concentration.

QSR MCD WEN
Super Micro Stock Surges Ahead of Earnings Amid $60B Order Backlog
Earnings James Calloway

Super Micro Stock Surges Ahead of Earnings Amid $60B Order Backlog

SMCI shares climbed 6% on Friday ahead of Tuesday's earnings, as investors weigh a $60B order backlog against margin recovery and revenue conversion risks.

SMCI DELL HPE VRT
Redwire Soars 58% as Defense Unit Drives Margin Expansion
Earnings James Calloway

Redwire Soars 58% as Defense Unit Drives Margin Expansion

Redwire (RDW) shares surged 58% in a week after Q2 revenue hit $117.1M, with Defense Tech margins at 22.8%. Analysts see more upside despite dilution risks.

RDW LUNR BKSY RKLB
Dow Logs Best Week Since April as Tech, Small Caps Outperform
Markets Daniel Marsh

Dow Logs Best Week Since April as Tech, Small Caps Outperform

The Dow posted its best week since April with a 2.96% gain, but Friday's advance was understated by price-weighted drag from Caterpillar and Visa.

CAT V SHW HD CRM CSCO AMAT SPY QQQ IWM
S&P 500 Hits Record as Soft Jobs Data Dampens Rate Hike Bets
Markets Daniel Marsh

S&P 500 Hits Record as Soft Jobs Data Dampens Rate Hike Bets

The S&P 500 set a new record close after a weaker-than-expected jobs report lowered September rate hike odds to 44%. Nasdaq outperformed, with CPI data due Wednesday.

SPY QQQ DIA ABNB TEAM TTD CRWV CSCO AMAT