Wisconsin Tornado: Repair Costs Overshadow Lost Sales for US Stocks
Markets Daniel Marsh

Wisconsin Tornado: Repair Costs Overshadow Lost Sales for US Stocks

The EF-2 tornado in Wisconsin caused localized damage to WEC Energy, Oshkosh, and Illinois Tool Works. Repair costs are expected to be the primary financial impact, exceeding lost sales.

WEC OSK ITW
T-Mobile Restores Network After Outage, Churn Remains Key Risk
Markets Daniel Marsh

T-Mobile Restores Network After Outage, Churn Remains Key Risk

T-Mobile US (TMUS) has restored service after a major outage, but analysts highlight ongoing churn risks. Shares edged up 0.8% in premarket trading.

TMUS VZ T
Gossamer Bio Surges on FDA Filing Update; Cash Covenant Looms
Markets Daniel Marsh

Gossamer Bio Surges on FDA Filing Update; Cash Covenant Looms

Gossamer Bio shares surged 46% on FDA feedback supporting its seralutinib NDA filing. Cash covenant and dilution risks persist.

GOSS
Sandisk Shares Tumble 11% as China NAND Probe Sparks $49B Valuation Hit
Markets Daniel Marsh

Sandisk Shares Tumble 11% as China NAND Probe Sparks $49B Valuation Hit

Sandisk shares tumbled 11% to $1,278.23, wiping out $49.2 billion in market cap over two sessions, as a China NAND probe raised supply concerns.

SNDK MU
Nokia Shares Edge Up Amidst €2.8B AI Orders and Insider Buying
Earnings James Calloway

Nokia Shares Edge Up Amidst €2.8B AI Orders and Insider Buying

Nokia shares inched up 1% to €8.01 following €2.8B in AI orders, insider buying, and mixed Q2 results. Revenue conversion and cash flow remain key investor concerns.

American Airlines Stock Rebounds on Oil Slide, Fuel Costs Still a Drag
Earnings James Calloway

American Airlines Stock Rebounds on Oil Slide, Fuel Costs Still a Drag

American Airlines stock recovered as oil prices fell, but fuel costs remain a key concern. A 10-cent per gallon increase adds $460M in annual expenses.

AAL DAL UAL
Ondas Shares Dip Premarket on Pentagon Drone Production Gaps
Markets Daniel Marsh

Ondas Shares Dip Premarket on Pentagon Drone Production Gaps

Ondas (ONDS) shares slipped 1.5% in premarket trade amid concerns over Pentagon drone shortfalls that could test its recent surge in orders.

ONDS
Celestica Soars 8% After Raising Full-Year Guidance, Q4 Revenue Implied at $6.35B
Earnings James Calloway

Celestica Soars 8% After Raising Full-Year Guidance, Q4 Revenue Implied at $6.35B

Celestica shares surged 8% after raising its 2026 outlook, with Q4 revenue implied at $6.35 billion and adjusted EPS at $3.62, driven by robust AI and cloud demand.

CLS
D-Wave Quantum Soars 20% on AT&T Deal, Adding $1.2 Billion in Market Value
Technology Sarah Chen

D-Wave Quantum Soars 20% on AT&T Deal, Adding $1.2 Billion in Market Value

D-Wave Quantum shares jumped 20.4% on Monday following an expanded partnership with AT&T, adding $1.21 billion to its market cap.

QBTS T
Intel Holds Steady in Premarket as AI Server Demand Boosts Earnings Outlook
Earnings James Calloway

Intel Holds Steady in Premarket as AI Server Demand Boosts Earnings Outlook

Intel shares slipped 0.7% in premarket, outperforming peers, as AI server demand drove a 59% surge in data center revenue and Q3 guidance beat consensus.

INTC NVDA AMD
South Korea's KOSPI Plunges 10.8% as Chip Rout Deepens on AI Worries
Markets Daniel Marsh

South Korea's KOSPI Plunges 10.8% as Chip Rout Deepens on AI Worries

The KOSPI suffered its steepest one-day loss since March, sliding 10.8% as chip giants SK Hynix and Samsung Electronics tumbled on AI demand fears and Chinese competition worries.

SSNLF NVDA AMD MU
Nvidia's $250B Value Loss Mirrors OpenAI Guarantee Size
Markets Daniel Marsh

Nvidia's $250B Value Loss Mirrors OpenAI Guarantee Size

Nvidia (NVDA) lost $250B in market value as shares fell 5% in premarket trade, a sum equivalent to the reported OpenAI backstop. The stock closed at $196.51.

NVDA MSFT META AMZN HUT