MARA Holdings Plunges 15% as CleanSpark Lease Highlights Revenue Gap
Markets Daniel Marsh

MARA Holdings Plunges 15% as CleanSpark Lease Highlights Revenue Gap

MARA Holdings stock dropped 15% in five sessions, far exceeding the Nasdaq's decline, as a CleanSpark lease deal highlights investor focus on signed revenue over potential capacity.

MARA CLSK GOOGL
Pentagon Review Freezes $47B Onshore Wind Pipeline Amid State Opposition
Markets Daniel Marsh

Pentagon Review Freezes $47B Onshore Wind Pipeline Amid State Opposition

A Pentagon review halt has frozen $47 billion in onshore wind projects, affecting 106 developments and nearly 30 GW of capacity across 21 states.

GEV TTE
Dow Dips 0.8% as Insurer Rally Masks Broader Market Weakness
Markets Daniel Marsh

Dow Dips 0.8% as Insurer Rally Masks Broader Market Weakness

The Dow Jones fell 0.8% on Friday, closing near 52,140, as a sharp rally in Travelers (TRV) masked broader declines in tech and AI stocks. The S&P 500 dropped 1.0%, and the Nasdaq Composite lost 1.4%.

TRV GOOGL INTC SPY QQQ USO GLD
Chip Selloff Drags US Stocks Lower as AI-Fueled Gains Face Scrutiny
Markets Daniel Marsh

Chip Selloff Drags US Stocks Lower as AI-Fueled Gains Face Scrutiny

US stocks closed lower on Friday as the chip sector selloff widened, with the S&P 500 falling 0.9% and the Nasdaq declining 1.3%.

NVDA META GOOGL NFLX ISRG INTC TXN TSLA
Lucid Stock Surges 59% in Three Days, But Cash Burn Concerns Loom
Markets Daniel Marsh

Lucid Stock Surges 59% in Three Days, But Cash Burn Concerns Loom

Lucid (LCID) shares surged 59% in three days, but Q2 deliveries annualized to 15,812 vehicles, nearly identical to 2025. Cash burn and liquidity remain key concerns.

LCID RIVN TSLA
Meta's 2026 Capex Forecast Exceeds Cash Flow, Shares Dip 2.7%
Markets Daniel Marsh

Meta's 2026 Capex Forecast Exceeds Cash Flow, Shares Dip 2.7%

Meta shares fell 2.7% as its 2026 capex midpoint of $135 billion exceeded 2025 operating cash flow of $115.8 billion, highlighting a growing funding challenge.

META
SoundHound AI Rebounds as Merger Data Shows 20-Point Margin Boost
Markets Daniel Marsh

SoundHound AI Rebounds as Merger Data Shows 20-Point Margin Boost

SoundHound AI shares recovered from a 5.2% drop after merger calculations indicated a potential 20-point margin gain, with trading volume 33% above average.

SOUN LPSN AI BBAI
Hecla Mining Slips as Silver Prices Trail Q1 Realized Levels by 32%
Commodities Rebecca Torres

Hecla Mining Slips as Silver Prices Trail Q1 Realized Levels by 32%

Hecla Mining (HL) shares dipped as silver prices continued to trade 32% below the company's first-quarter realized average.

HL CDE PAAS AG SLV GLD
Chip Selloff Wipes Out a Third of 2026 Semiconductor Index Gains
Markets Daniel Marsh

Chip Selloff Wipes Out a Third of 2026 Semiconductor Index Gains

The Nasdaq declined 1.19% as a chip selloff erased 35% of the semiconductor index's 2026 gains. TSMC, Netflix, and Intuitive Surgical fell.

TSM NFLX ISRG UBS GOOGL INTC TXN
Plug Power Gains 3% Amid Asset Sales That Cover Half of Quarterly Cash Burn
Markets Daniel Marsh

Plug Power Gains 3% Amid Asset Sales That Cover Half of Quarterly Cash Burn

Plug Power (NASDAQ:PLUG) shares advanced 3.0% to $2.215 on Friday, boosted by asset sale deals expected to deliver over $80 million in near-term liquidity, though this covers only about half of the company's quarterly cash burn.

PLUG BE FCEL BLDP
AT&T Faces Crucial Cash Flow Test Ahead of Q2 Earnings Report
Earnings James Calloway

AT&T Faces Crucial Cash Flow Test Ahead of Q2 Earnings Report

AT&T's stock reversed early gains ahead of Q2 earnings, with free cash flow targets under scrutiny. The company needs $11.25B in the second half to meet its $18B minimum.

T VZ TMUS
Travelers Hits Record High as Buybacks Boost EPS Growth
Earnings James Calloway

Travelers Hits Record High as Buybacks Boost EPS Growth

Travelers (TRV) stock hit a record high of $367.68 after Q2 core EPS rose 54%, outpacing core income growth of 44%, driven by buybacks and lower catastrophe losses.

TRV CB ALL PGR MS