Anthropic Safety Exit Sparks $2 Trillion Valuation Scrutiny
IPO Michael Okonkwo

Anthropic Safety Exit Sparks $2 Trillion Valuation Scrutiny

Anthropic researcher Jacob Coxon resigns over AI safety, raising concerns as the company eyes a $2 trillion IPO valuation. Amazon and Alphabet face exposure.

AMZN GOOGL MS GS
HYROX Founders Regain Control in €600M Buyback Deal
Analysis Daniel Marsh

HYROX Founders Regain Control in €600M Buyback Deal

HYROX founders regain majority control in a reported €600 million deal backed by L Catterton. The transaction reshapes ownership and highlights growth, with implications for partner PUMA.

Chewy Stock Dips Despite Strong Q2 as Cash Flow Concerns Weigh
Earnings James Calloway

Chewy Stock Dips Despite Strong Q2 as Cash Flow Concerns Weigh

Chewy shares slipped 1.2% in premarket trading despite a solid Q2, as investors weigh acquisition costs, rising debt, and lower free cash flow against strong Autoship growth.

CHWY
Academy Sports Stock Surges 12.5% on Q2 Beat, But Margin Jump Is Mostly Tariff Refund
Earnings James Calloway

Academy Sports Stock Surges 12.5% on Q2 Beat, But Margin Jump Is Mostly Tariff Refund

Academy Sports shares jumped 12.5% after Q2 profit beat and raised guidance, but the 440-bp margin expansion is largely a one-time tariff refund. Comps slipped 0.4%.

ASO
Chime Stock Surges 10% on $590M Stride Bank Buyout
Markets Daniel Marsh

Chime Stock Surges 10% on $590M Stride Bank Buyout

Chime Financial shares jumped 10% after agreeing to buy Stride Bank for $590M cash and lifting its 2026 outlook, signaling investor optimism despite new regulatory and credit risks.

IREN Dips 1.9% as ERCOT Milestone Remains Conditional
Markets Daniel Marsh

IREN Dips 1.9% as ERCOT Milestone Remains Conditional

IREN stock slipped 1.9% premarket after ERCOT conditionally included its Sweetwater projects in Batch Zero. The milestone is promising but not final approval.

IREN
Netflix Stock Flat at $76.78 as Lincoln Lawyer Spinoff Remains in Development
Analysis Daniel Marsh

Netflix Stock Flat at $76.78 as Lincoln Lawyer Spinoff Remains in Development

Netflix shares were unchanged as the possible Lincoln Lawyer spinoff remains in script development, with no series order yet. Investors watch for engagement signals.

NFLX
Robinhood Gains on Crypto.com Deal; Event Contracts Drive Growth
Markets Daniel Marsh

Robinhood Gains on Crypto.com Deal; Event Contracts Drive Growth

Robinhood stock edged up 1.1% after partnering with Crypto.com's OG.com and taking equity stakes. Event-contract revenue hit $156M in Q2, but key deal terms remain undisclosed.

HOOD
Gasoline Prices Surge 7.3 Cents as Brent Crosses $100
Commodities Rebecca Torres

Gasoline Prices Surge 7.3 Cents as Brent Crosses $100

AAA's national average for regular gasoline rose 7.31 cents to $4.2245 a gallon, as Brent crude climbed back above $100. The jump adds pressure on consumers and the Fed ahead of its rate decision.

USO XLE XOM CVX
SUNation Soars 33% on Suniva's $835M Solar Funding Deal
Markets Daniel Marsh

SUNation Soars 33% on Suniva's $835M Solar Funding Deal

SUNation Energy (SUNE) surged 33% premarket after Suniva announced $835M in financing for a new solar cell plant. However, SUNE holders will own only 1.8% of the merged entity.

SUNE
Mission Produce Rallies on Revenue Beat, Synergy Lift
Earnings James Calloway

Mission Produce Rallies on Revenue Beat, Synergy Lift

Mission Produce shares surged 8% on a revenue beat and higher Calavo synergy target, but margin concerns persist as debt climbs.

AVO
Mobix Labs Surges 36.6% on F-16 Order, But Deal Value Remains a Mystery
Markets Daniel Marsh

Mobix Labs Surges 36.6% on F-16 Order, But Deal Value Remains a Mystery

Mobix Labs stock soared 36.6% on its first F-16 component order, but the company didn't reveal the deal's value, leaving investors to speculate on its financial significance.

MOBX