Coinbase Shares Tumble 10.6% on Q2 Loss, USDC Revenue Dip
Crypto Sarah Chen

Coinbase Shares Tumble 10.6% on Q2 Loss, USDC Revenue Dip

Coinbase (COIN) shares dropped 10.6% after Q2 revenue missed estimates and the company posted a net loss of $359.5 million, with USDC revenue declining 4%.

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Guyana's Oil Revenue Share to Rise as Stabroek Cost Recovery Hits $55B
Markets Daniel Marsh

Guyana's Oil Revenue Share to Rise as Stabroek Cost Recovery Hits $55B

Stabroek consortium recoups $55B in costs ahead of schedule, shifting Guyana to profit-sharing. Exxon's entitlement dips 100k bpd, but free cash flow expected to double by 2030.

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Ford Warns of Chinese EV Threat as Model e Losses Deepen
Earnings James Calloway

Ford Warns of Chinese EV Threat as Model e Losses Deepen

Ford warns Chinese automakers may enter the U.S. market within a decade, while its Model e EV unit posts a $32,800 EBIT loss per vehicle in Q2 2026.

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2027 Social Security COLA Projected at 3.6%-3.8%, Adding $50B to Outlays
Economy Daniel Marsh

2027 Social Security COLA Projected at 3.6%-3.8%, Adding $50B to Outlays

Initial estimates put the 2027 Social Security COLA at 3.6%-3.8%, boosting average monthly benefits by $75-$79 and adding ~$50 billion in annual outlays, with modest consumer impact.

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XRP Ledger Amendment Set to Shift Reserve Burden to Institutions
Crypto Sarah Chen

XRP Ledger Amendment Set to Shift Reserve Burden to Institutions

XRP Ledger's upcoming upgrade may drive institutional demand by shifting reserve requirements, but its impact on XRP supply remains limited. The amendment is pending validator approval.

IBIT
FTSE 100 Gains Concentrated in Two-Day Rally; Energy and Earnings in Focus
Markets Daniel Marsh

FTSE 100 Gains Concentrated in Two-Day Rally; Energy and Earnings in Focus

The FTSE 100 advanced 1.23% last week, but nearly all gains came from a two-day rally. Key earnings from BP, HSBC, and Glencore are due next week.

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AI Cash Flow Concerns Split Tech Stocks as S&P 500 Gains 1.1%
Markets Daniel Marsh

AI Cash Flow Concerns Split Tech Stocks as S&P 500 Gains 1.1%

Wall Street ended higher last week, but AI investment scrutiny deepened. Microsoft and Amazon rallied on strong cloud results, while Apple and Meta slid on cash flow worries.

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Global Markets Wrap: Barclays Surges, Yamanashi Split, Coldcard Breach
Markets Daniel Marsh

Global Markets Wrap: Barclays Surges, Yamanashi Split, Coldcard Breach

Barclays shares soar 442% from 2020 lows, Yamanashi Chuo Bank plans a stock split, and Coldcard bitcoin wallets suffer a $70M security breach.

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Oracle Stock Surges 13% on Gemini Deal, Cloud Growth
Analysis Daniel Marsh

Oracle Stock Surges 13% on Gemini Deal, Cloud Growth

Oracle shares climbed 13% this week after announcing a Gemini AI partnership with Alphabet and reporting strong cloud growth. Backlog conversion covers 85% of its FY2027 revenue target.

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Inno Holdings Stock Plunges 54% on Share-Count Revision
Markets Daniel Marsh

Inno Holdings Stock Plunges 54% on Share-Count Revision

Inno Holdings shares plunged 54% after trading resumed, as a revised share count implies a $45M valuation, below its $60M ATM program ceiling.

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Reddit Shares Plunge 21% as U.S. User Growth Stalls, International ARPU Lags
Earnings James Calloway

Reddit Shares Plunge 21% as U.S. User Growth Stalls, International ARPU Lags

Reddit shares dropped 21% after Q2 results showed a U.S. user decline and a widening gap in ad revenue per user between domestic and international markets.

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Senate Crypto Bill Could Reshape Bank Fees and Stablecoin Rules
Regulation James Calloway

Senate Crypto Bill Could Reshape Bank Fees and Stablecoin Rules

The Senate's CLARITY Act outlines new crypto banking revenue streams and stablecoin restrictions, with potential impacts on deposits and lending. Major banks could benefit, while community banks face risks.

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