Enterprise Products Q2 Cash Flow Nearly Covers Capex and Payouts
Earnings James Calloway

Enterprise Products Q2 Cash Flow Nearly Covers Capex and Payouts

Enterprise Products Partners (EPD) posted Q2 cash flow that nearly matched capital spending and distributions, with units closing at $38.05 after ex-dividend adjustment.

McDonald's Stock Climbs as Q2 Profit Estimates Slip Ahead of Earnings
Earnings James Calloway

McDonald's Stock Climbs as Q2 Profit Estimates Slip Ahead of Earnings

McDonald's (MCD) shares advanced 2.2% last week, outperforming the broader market, even as analysts trimmed Q2 profit estimates by 2.9%. All eyes are on Tuesday's earnings report.

MCD FDS YUM CMG QSR
Energy Transfer's 6.7% Yield Hangs on Q2 EBITDA as Earnings Approach
Earnings James Calloway

Energy Transfer's 6.7% Yield Hangs on Q2 EBITDA as Earnings Approach

Energy Transfer (ET) heads into Q2 earnings with a 6.7% yield, but the stock needs near-record EBITDA to justify its valuation. All eyes on Tuesday's report.

USO
Ondas Faces Steep Revenue Climb After Volatile Week
Earnings James Calloway

Ondas Faces Steep Revenue Climb After Volatile Week

Ondas Inc. (ONDS) closed down 4% last week at $7.49. The company must average $158.3 million in quarterly revenue for Q2-Q4 to meet its $525 million 2026 target.

ONDS AVAV KTOS RCAT BLK
GlobalFoundries Stock in Focus as $300M US Award Nears Finalization
Earnings James Calloway

GlobalFoundries Stock in Focus as $300M US Award Nears Finalization

GlobalFoundries (GFS) secures a $300 million US government award proposal, with the Commerce Department taking a 1% stake. Q2 earnings due August 5, revenue expected around $1.76 billion.

GFS TSM TSEM
SoFi Stock Slips Despite Q2 Revenue Surge; Profit Forecast Steady
Earnings James Calloway

SoFi Stock Slips Despite Q2 Revenue Surge; Profit Forecast Steady

SoFi shares declined 0.9% for the week despite a strong Q2 with 40% adjusted revenue growth. The company lifted its 2026 revenue forecast but held profit guidance steady.

SOFI
3M Stock Rally Outpaces Earnings Guidance Growth
Earnings James Calloway

3M Stock Rally Outpaces Earnings Guidance Growth

3M shares jumped 10.8% post-earnings, but guidance midpoint rose just 3.2%, raising valuation concerns.

MMM ETN EMR
Berkshire Hathaway Nears Price Target as Short-Term Rate Tailwind Wanes
Analysis Daniel Marsh

Berkshire Hathaway Nears Price Target as Short-Term Rate Tailwind Wanes

Berkshire Hathaway's Class B shares climbed 3.4% to $511.54, approaching the average analyst target of $513.64, while falling short-term yields reduce expected income from its cash pile.

BRK.B
NIO Surges Past Rivals in 2026 Deliveries After July Gains
Markets Daniel Marsh

NIO Surges Past Rivals in 2026 Deliveries After July Gains

NIO's July deliveries rose 71% YoY to 35,934 vehicles, helping it overtake Li Auto and XPeng in 2026 cumulative sales. The stock gained 8.7% last week.

NIO LI XPEV
Roblox Shares Tumble 27% on North America Monetization Woes
Earnings James Calloway

Roblox Shares Tumble 27% on North America Monetization Woes

Roblox shares fell 27% after weak Q3 bookings guidance, with U.S./Canada monetization lagging. The stock closed at $35.60, its worst day on record.

RBLX U TTWO
IREN Ends Volatile Week Flat as AI Contracts Shift to Execution Phase
Markets Daniel Marsh

IREN Ends Volatile Week Flat as AI Contracts Shift to Execution Phase

IREN shares ended a volatile week nearly flat after AI Cloud contracts moved to fulfillment. With 85% of the ARR goal signed, investors now focus on execution.

IREN APLD CRWV NBIS MARA RIOT CLSK
Tech Gains Mask Narrow Market as Jobs Report Looms
Markets Daniel Marsh

Tech Gains Mask Narrow Market as Jobs Report Looms

Stocks closed higher this week, but tech-led gains masked a narrow rally. Investors now await the July jobs report, which could influence Fed rate hike expectations.

MSFT AMZN AAPL PLTR CAT MRK AMD LLY SPY QQQ IWM