Replimune Surges 107% as FDA Panel Backs RP1 Despite Data Discrepancies
Analysis Daniel Marsh

Replimune Surges 107% as FDA Panel Backs RP1 Despite Data Discrepancies

Replimune shares soared 107% after an FDA panel endorsed RP1's efficacy data, despite conflicting response rates. The FDA decision is expected by August 2.

REPL BMY IOVA BMO
Integer Holdings Soars 20% on KKR Takeover Speculation
Markets Daniel Marsh

Integer Holdings Soars 20% on KKR Takeover Speculation

Integer Holdings jumped 20% on reports that KKR is in advanced talks to acquire the medical device maker for around $127 per share, leaving a narrow spread for investors.

ITGR KKR
BitMine Stock Gains 9% Weekly Despite Ether Flat; NAV Discount Narrows
Crypto Sarah Chen

BitMine Stock Gains 9% Weekly Despite Ether Flat; NAV Discount Narrows

BMNR climbed 9.4% for the week despite a 2.8% drop in Ether. NAV stands at $18.12-$18.48, with shares trading at a discount.

BMNR SBET MSTR COIN GLD
SoundHound AI Faces Steep Revenue Hurdle Ahead of Q2 Earnings
Earnings James Calloway

SoundHound AI Faces Steep Revenue Hurdle Ahead of Q2 Earnings

SoundHound AI shares closed unchanged ahead of Q2 earnings. Analysts expect $52.38M revenue, but the company must nearly double that to meet guidance.

SOUN LPSN
Supermicro's Q4 Margin Forecasts Signal Up to 84% Gross Profit Surge
Earnings James Calloway

Supermicro's Q4 Margin Forecasts Signal Up to 84% Gross Profit Surge

Supermicro (SMCI) sees Q4 gross profit rising 62%-84% to $1.65B-$1.87B on ~$11B revenue, driven by record orders. Shares gained 2.4% Friday.

SMCI NVDA DELL
Pfizer Stock Climbs Ahead of Q2 Earnings on Strong Eliquis Sales Signal
Earnings James Calloway

Pfizer Stock Climbs Ahead of Q2 Earnings on Strong Eliquis Sales Signal

Pfizer shares gained 2% this week ahead of Q2 earnings, bolstered by partner Bristol Myers' strong Eliquis sales and raised 2026 outlook.

PFE BMY
WBD Stock Climbs 3.2% as Legal Hurdle to Paramount Deal Narrows
Markets Daniel Marsh

WBD Stock Climbs 3.2% as Legal Hurdle to Paramount Deal Narrows

WBD shares gained 3.2% Friday, closing at $26.29, as reports of a possible settlement in the Paramount antitrust lawsuit improved deal prospects.

WBD PSKY CMCSA DIS NFLX
Dow Rises 278 Points, But Rally Hinges on Just Two Stocks
Markets Daniel Marsh

Dow Rises 278 Points, But Rally Hinges on Just Two Stocks

The Dow rose 278 points Friday, but Amazon and Alphabet accounted for 124% of the gain. Apple and Boeing dragged, while the Nasdaq outperformed.

AMZN GOOGL AAPL BA CAT DIS NVDA
AI-Driven Rally Lifts S&P 500, But Small Caps Lag Behind
Markets Daniel Marsh

AI-Driven Rally Lifts S&P 500, But Small Caps Lag Behind

S&P 500 and Nasdaq rise on AI optimism, but small caps lag. Amazon surges 15% on strong AWS, Apple falls on weak outlook. Yields climb ahead of jobs data.

AMZN MSFT AAPL NVDA SPY QQQ IWM
Alibaba Surges 5% on AI Cloud Deal Report
Analysis Daniel Marsh

Alibaba Surges 5% on AI Cloud Deal Report

Alibaba (BABA) rose 5.1% to $122.28 after a report linked its cloud infrastructure to Moonshot AI's chip acquisition, highlighting AI-cloud synergy. The stock is up 9% in five days.

BABA JD PDD KWEB NVDA AMZN MSFT
Linde Stock Drops 6% as Capex Hike Outpaces EPS Growth
Earnings James Calloway

Linde Stock Drops 6% as Capex Hike Outpaces EPS Growth

Linde shares dropped 5.9% after the company boosted 2026 capital spending guidance by 9.5% while EPS guidance rose just 0.3%, signaling a shift toward capital intensity.

LIN APD
AMC Stock Slips Despite Record Spider-Man Preview and Dilution Concerns
Markets Daniel Marsh

AMC Stock Slips Despite Record Spider-Man Preview and Dilution Concerns

AMC shares dipped to $2.76 despite a record $72M Spider-Man preview. A 74% increase in share count weighs on valuation.

AMC CNK IMAX NCMI