Celsius Holdings Faces Pre-Earnings Slide as Investors Eye Core Growth
Earnings James Calloway

Celsius Holdings Faces Pre-Earnings Slide as Investors Eye Core Growth

Celsius Holdings (CELH) shares declined 3.4% to $28.23 ahead of Q2 earnings, with investors focused on core brand growth and margin trends. Analysts expect revenue of $887.7 million.

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Hims & Hers Stock Rebounds 11% Ahead of Q2 Earnings Test
Earnings James Calloway

Hims & Hers Stock Rebounds 11% Ahead of Q2 Earnings Test

Hims & Hers shares surged 11% before earnings, erasing FTC-related losses. The focus now shifts to margin recovery and Eucalyptus integration.

HIMS NVO JEF
Opendoor Shares Surge Ahead of Q2 Report; Margin Outlook in Focus
Earnings James Calloway

Opendoor Shares Surge Ahead of Q2 Report; Margin Outlook in Focus

Opendoor shares climbed 4.5% ahead of Q2 results, with revenue expected near $900M. Investors focus on contribution margin and adjusted EBITDA as the company scales purchases.

OPEN OPAD
Blue Owl Capital Surges 8% as Real Assets Drive Q2 Fundraising
Earnings James Calloway

Blue Owl Capital Surges 8% as Real Assets Drive Q2 Fundraising

Blue Owl Capital (OWL) rose 8% after Q2 fundraising got a boost from real assets, which captured 59% of equity inflows. The firm sees potential $380M in annual fees from undeployed capital.

OWL ARES BX KKR APO OBDC
Xylem Stock Rebounds as $850M Dow Contract Drives Order Surge
Earnings James Calloway

Xylem Stock Rebounds as $850M Dow Contract Drives Order Surge

Xylem shares rose 1.8% after a $850M Dow contract boosted orders by 42%, but the company trimmed its revenue outlook while raising EPS guidance.

XYL DOW VLTO PNR WTS BMI
Tesla's $40B Rally Highlights AI Valuation Gap
Markets Daniel Marsh

Tesla's $40B Rally Highlights AI Valuation Gap

Tesla shares jumped 3.7% to $322.65, boosting market value by $40.5B—102 times its quarterly operating income—as investors focus on AI potential despite mixed European sales.

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TeraWulf Rallies on Strong AI Lease Pricing
Markets Daniel Marsh

TeraWulf Rallies on Strong AI Lease Pricing

TeraWulf (WULF) rose nearly 7% after B. Riley raised its price target to $40, citing superior revenue density from its Anthropic lease.

WULF GOOGL CRWV CORZ CIFR IREN
Dow Sets Record Close as Six Heavyweights Fuel Historic Rally
Markets Daniel Marsh

Dow Sets Record Close as Six Heavyweights Fuel Historic Rally

The Dow Jones Industrial Average closed at a record 53,178.41, powered by six stocks contributing 86.8% of the gain. Falling oil prices and strong earnings fueled the rally.

MSFT CAT GOOGL BA SHW AMZN
T1 Energy Jumps 16% on Clearway Order, Financing Doubts Linger
Markets Daniel Marsh

T1 Energy Jumps 16% on Clearway Order, Financing Doubts Linger

T1 Energy shares rallied 16.4% following a 641 MW module order from Clearway, but unresolved financing and cost issues keep investors cautious.

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Dow Hits Record as Oil Slump Fuels Broad Market Rally
Markets Daniel Marsh

Dow Hits Record as Oil Slump Fuels Broad Market Rally

The Dow Jones Industrial Average closed at an all-time high of 53,178.41 as falling oil prices and Treasury yields fueled a broad market rally.

QQQ IWM SPY AMZN META GOOGL AAPL USO GLD
Atkore Jumps 28% on $3.8B Prysmian Cash Bid; Spread Narrows
Markets Daniel Marsh

Atkore Jumps 28% on $3.8B Prysmian Cash Bid; Spread Narrows

Atkore (ATKR) jumped 28% to $93.40 after Prysmian's $95/share cash offer. The spread is now 1.7%, with an annualized return of 5.1% including dividend.

ATKR
Boeing Soars on MAX 7 Certification, MAX 10 Momentum
Analysis Daniel Marsh

Boeing Soars on MAX 7 Certification, MAX 10 Momentum

Boeing (BA) shares jumped 7.6% after FAA certification of the 737 MAX 7, lifting prospects for the larger MAX 10. The move added ~$12.9B in market value.

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