Microsoft's Cash Engine Outshines Meta's AI Splurge
Earnings James Calloway

Microsoft's Cash Engine Outshines Meta's AI Splurge

Microsoft added $450B in market value on robust free cash flow, while Meta lost $120B amid heavy AI spending, highlighting the importance of cash conversion.

MSFT META NVDA
BP North Sea Exit, AI Surge Reshape Global Markets
Markets Daniel Marsh

BP North Sea Exit, AI Surge Reshape Global Markets

BP announced North Sea asset divestment, while AI stocks fueled a record KOSPI surge. US futures advanced on easing inflation and robust GDP, with Big Tech earnings boosting optimism.

BP HSBC AMZN AAPL CVX XOM GLD SLV USO UNG XLK XLE
Monolithic Power Systems Surges 10% After-Hours on Strong AI Demand and Q3 Guidance
Earnings James Calloway

Monolithic Power Systems Surges 10% After-Hours on Strong AI Demand and Q3 Guidance

Monolithic Power Systems (MPWR) rose 10% after-hours as Q2 revenue beat estimates and Q3 guidance exceeded consensus by 16.5%, with Enterprise Data and Communications driving 93% of growth.

MPWR ADI TXN
TeraWulf Jumps 18% as FERC Approves Maryland Power Plant Deal
Markets Daniel Marsh

TeraWulf Jumps 18% as FERC Approves Maryland Power Plant Deal

TeraWulf stock jumped 18.1% to $17.82 after FERC approved its acquisition of a 216-MW Maryland power plant, supporting its AI data center strategy.

WULF CORZ IREN CIFR APLD MSFT
Western Union Shares Tumble 14% on Profit Warning, Dividend Yield Soars
Earnings James Calloway

Western Union Shares Tumble 14% on Profit Warning, Dividend Yield Soars

Western Union (WU) shares plunged 14% after slashing its 2026 profit outlook, with the dividend yield rising to 13.5% as Q2 earnings missed estimates.

WU IMXI
American Airlines Shares Rally as Jet Fuel Costs Ease
Markets Daniel Marsh

American Airlines Shares Rally as Jet Fuel Costs Ease

American Airlines shares rebounded 3.9% following a 7.3% decline in Gulf Coast jet fuel prices, potentially saving $541 million in fuel costs from August to December.

AAL DAL UAL LUV
MARA Holdings Surges 17% as AI Infrastructure Demand Overshadows Bitcoin Rally
Markets Daniel Marsh

MARA Holdings Surges 17% as AI Infrastructure Demand Overshadows Bitcoin Rally

MARA Holdings rose 17.4% on Thursday as market attention shifted from Bitcoin to the company's AI infrastructure potential, though gains lagged behind peers with more direct AI revenue.

MARA IREN RIOT CLSK CORZ MSFT AMD
AXT Soars on AI Wafer Demand, Strong Margins and Guidance
Earnings James Calloway

AXT Soars on AI Wafer Demand, Strong Margins and Guidance

AXT stock jumped 57% after a Q2 beat and strong Q3 guidance, fueled by AI-driven demand for indium-phosphide wafers and robust margin expansion.

AXTI LITE
Tempus AI Dips After Hours Despite Q2 Beat; Focus Shifts to H2 Profitability
Earnings James Calloway

Tempus AI Dips After Hours Despite Q2 Beat; Focus Shifts to H2 Profitability

Tempus AI slipped 2.6% in after-hours trade despite a slight Q2 revenue beat and raised full-year guidance, as markets scrutinize the company's ability to ramp margins in the second half.

TEM PSNL GH NTRA AZN
JetBlue Rides Fare Hikes to 6% Gain Despite Fuel Surge and Debt Concerns
Earnings James Calloway

JetBlue Rides Fare Hikes to 6% Gain Despite Fuel Surge and Debt Concerns

JetBlue (JBLU) shares climbed 6.2% as higher fares helped offset a sharp rise in fuel costs, though the airline's net loss widened to $247 million and its heavy debt load remains a concern.

JBLU AAL UAL DAL
ASX 200 Set for Rebound as Tech Rally Drives July Gains
Markets Daniel Marsh

ASX 200 Set for Rebound as Tech Rally Drives July Gains

Australian shares are set to bounce back on Friday, driven by a tech rally, with the ASX 200 eyeing a 3% monthly gain. However, breadth remains a concern.

MSFT AMZN AAPL BHP RIO
Netflix Slips After $500M Licensing Deal for The Walking Dead Franchise
Markets Daniel Marsh

Netflix Slips After $500M Licensing Deal for The Walking Dead Franchise

Netflix shares slipped 0.6% after announcing a $500 million, five-year licensing deal for The Walking Dead franchise, raising questions about the impact on its ad-supported model and overall content spending.

NFLX AMCX DIS CMCSA