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Core Scientific Shares Slide Despite $14 Billion AMD Deal as Dilution Concerns Weigh
Markets Daniel Marsh

Core Scientific Shares Slide Despite $14 Billion AMD Deal as Dilution Concerns Weigh

Core Scientific shares dropped 2.7% after a $14 billion AI deal with AMD, as dilution concerns from warrants and an undisclosed neocloud tenant overshadowed the headline.

CORZ AMD CRWV
Dow Rises Amidst Broad Market Split, Chip Stocks Slump
Markets Daniel Marsh

Dow Rises Amidst Broad Market Split, Chip Stocks Slump

The Dow surged over 1% on Tuesday, boosted by earnings from Coca-Cola and Sherwin-Williams, but a steep decline in chip stocks underscored a fractured market.

DIA SPY QQQ SOXX KO SHW BA MU AMD AMAT NVDA MSFT META AMZN AAPL
Nebius Shares Tumble as Heavy AI Infrastructure Spending Raises Margin Concerns
Markets Daniel Marsh

Nebius Shares Tumble as Heavy AI Infrastructure Spending Raises Margin Concerns

Nebius stock dropped 12% as investors worry about capital expenditure plans up to $25 billion, despite strong AI-cloud revenue growth and a 45% adjusted EBITDA margin.

NBIS MSFT META CRWV NVDA
CXMT IPO Turmoil Rattles Global Memory Chip Markets
IPO Michael Okonkwo

CXMT IPO Turmoil Rattles Global Memory Chip Markets

CXMT's IPO caused sharp swings in memory chip stocks globally, with a constrained public float amplifying volatility. Major players like Micron and SK Hynix saw significant declines.

MU MORN AAPL
Samsung Plunges 13% as Broadcom Deal Tilts Toward Memory Chips
Markets Daniel Marsh

Samsung Plunges 13% as Broadcom Deal Tilts Toward Memory Chips

Samsung shares tumbled 13.4% after its $200 billion Broadcom partnership was disclosed as heavily skewed toward memory, disappointing investors expecting a larger foundry win.

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IKEA Tests Compact Store Model in Cleveland as Digital Sales Grow
Markets Daniel Marsh

IKEA Tests Compact Store Model in Cleveland as Digital Sales Grow

IKEA will open an 80,000-square-foot store in Cleveland in spring 2027, significantly smaller than its traditional warehouses, as US e-commerce holds steady at $1.9B and overall sales dip.

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Costco Shares Jump 3.6% on Staples Rally, Valuation Exceeds 50x Earnings
Markets Daniel Marsh

Costco Shares Jump 3.6% on Staples Rally, Valuation Exceeds 50x Earnings

Costco shares climbed 3.6% to $986.08 on a broad staples rally, but the stock's trailing P/E of 49.6x is well above its 10-year median. June comparable sales rose 7.0%, driven by 21.5% digital growth.

COST WMT BJ TGT XLP
S&P Global shares slide 5% as ratings and indices drive 77% of growth post spin-off
Earnings James Calloway

S&P Global shares slide 5% as ratings and indices drive 77% of growth post spin-off

S&P Global shares dropped 5% as its ratings and indices businesses drove 77% of pro forma revenue growth, raising questions about diversification.

SPGI MCO MSCI
UPS Stock Dips Despite Revenue Upgrade as Margin Concerns Loom
Earnings James Calloway

UPS Stock Dips Despite Revenue Upgrade as Margin Concerns Loom

UPS shares fell 6.1% despite raising 2026 revenue guidance to $91.2B, as investors focus on margin pressure from fuel costs and Amazon exit.

UPS AMZN FDX
Energy Stocks Hold Steady as Oil Prices Slide on Hormuz Reopening Hopes
Commodities Rebecca Torres

Energy Stocks Hold Steady as Oil Prices Slide on Hormuz Reopening Hopes

Oil prices extended losses on Tuesday amid hopes for a full reopening of the Strait of Hormuz, but major energy stocks remained largely unchanged, signaling investor confidence in earnings.

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Boeing Stock Rises on Cash Flow Optimism Despite Wider Loss
Earnings James Calloway

Boeing Stock Rises on Cash Flow Optimism Despite Wider Loss

Boeing (BA) shares rose 3.4% as strong Q2 free cash flow of $631 million overshadowed a wider core loss. The company targets positive cash flow for 2026.

BA
Berkshire Hathaway Finalizes $6.8B Taylor Morrison Buyout, Shares Halted
Markets Daniel Marsh

Berkshire Hathaway Finalizes $6.8B Taylor Morrison Buyout, Shares Halted

Berkshire Hathaway has completed its $6.8B acquisition of Taylor Morrison, paying $72.50 per share. Shares are halted ahead of NYSE delisting on August 3.

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