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
Nuburu Shares Halted After 39% Plunge on $38M Offering and Severe Dilution Fears
Markets Daniel Marsh

Nuburu Shares Halted After 39% Plunge on $38M Offering and Severe Dilution Fears

Nuburu shares halted at $0.0727, down 39.2%, after announcing a $38M offering that could nearly double the share count, with 44% of proceeds going to debt repayment.

BURU
American Tower Dividend Yield Trails Treasuries, Earnings in Focus
Markets Daniel Marsh

American Tower Dividend Yield Trails Treasuries, Earnings in Focus

American Tower's dividend yield of 4.24% is 31 bps below Treasuries, putting income investors on alert. Q2 earnings on July 28 will be key.

Southland Holdings Surges on Major Winnipeg Civil Contract Win
Markets Daniel Marsh

Southland Holdings Surges on Major Winnipeg Civil Contract Win

Southland Holdings shares surged 67.3% to $1.14 after winning a C$272 million Winnipeg civil infrastructure contract, which represents 27.5% of its March Civil backlog.

SLND GVA TPC STRL
Joby Aviation Shares Stabilize After 5% Drop Amid Trust Sale and Valuation Concerns
Analysis Daniel Marsh

Joby Aviation Shares Stabilize After 5% Drop Amid Trust Sale and Valuation Concerns

Joby Aviation shares stabilized after a 5.4% drop, with a trust sale of $4.71 million in shares drawing attention to the company's valuation premium and certification milestones.

JOBY ACHR TM