Brent Crude Dips on China-Led Peace Efforts, Refiners Hit Record Margins
Commodities Rebecca Torres

Brent Crude Dips on China-Led Peace Efforts, Refiners Hit Record Margins

Brent crude fell nearly 4% to $96.78 on Friday amid China-led peace initiatives, but U.S. refining margins hit a record above $70/barrel, lifting refiner shares beyond consensus targets.

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Big Tech Earnings Test AI Spending as Cash Flow Concerns Mount
Earnings James Calloway

Big Tech Earnings Test AI Spending as Cash Flow Concerns Mount

This week's earnings from Microsoft, Meta, and Apple will test whether Big Tech can afford its massive AI investments. Alphabet's recent negative free cash flow has set a cautious tone.

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Market Update: TBC Bank's High Yield, J&J Endorsed, and Key Movers
Markets Daniel Marsh

Market Update: TBC Bank's High Yield, J&J Endorsed, and Key Movers

TBC Bank delivers a 5.4% yield, Jim Cramer backs Johnson & Johnson, and Micron leads UK S&P 500 buys amid AI demand.

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Containerboard Price Hike Lifts International Paper and Peers
Markets Daniel Marsh

Containerboard Price Hike Lifts International Paper and Peers

International Paper shares jumped 11.2% on Friday, driven by analyst expectations of a containerboard price increase that could lift Q3 results.

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Paramount Skydance Faces $210M Monthly Deadline After Court Block
Markets Daniel Marsh

Paramount Skydance Faces $210M Monthly Deadline After Court Block

PSKY dropped to $8.21 after a court blocked its WBD acquisition, with costs accumulating at $7 million per day past September 30, potentially reaching $1.7 billion.

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SpaceX Flight 13 Launches But Fails to Boost Starlink Capacity
Technology Sarah Chen

SpaceX Flight 13 Launches But Fails to Boost Starlink Capacity

SpaceX's Starship Flight 13 launched on July 24, 2026, but the 20 V3 Starlink demonstration satellites are on a suborbital trajectory and will not add capacity.

HSBC
AmEx Shares Drop 4.3% as Expense Growth Eats Into Revenue Gains
Earnings James Calloway

AmEx Shares Drop 4.3% as Expense Growth Eats Into Revenue Gains

AmEx shares fell 4.3% as Q2 revenue rose 10% but expenses climbed 12%, eating up 89% of the gain. The company raised its 2026 revenue outlook but kept EPS guidance steady.

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Adobe Gains 6% But AI Base Remains Small, Valuation Gap Persists
Technology Sarah Chen

Adobe Gains 6% But AI Base Remains Small, Valuation Gap Persists

Adobe shares jumped 6.1% to $225.11, yet ended the week down 5.1%. AI-first ARR surpassed $500 million, but remains a small fraction of total ARR, leaving a significant valuation discount.

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Nebius Group Stock Rebounds 5.7% Weekly After Friday's 15% Drop
Markets Daniel Marsh

Nebius Group Stock Rebounds 5.7% Weekly After Friday's 15% Drop

Nebius Group (NBIS) shares tumbled 15% on Friday, nearly erasing Tuesday's gains, but still closed the week up 5.7%. The sell-off followed an NVIDIA filing and broader AI spending worries.

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Archer Aviation (ACHR) Weekly Gains Slip Amid Unclear Halo Contract Details
Technology Sarah Chen

Archer Aviation (ACHR) Weekly Gains Slip Amid Unclear Halo Contract Details

Archer Aviation (ACHR) closed at $4.77, up 7.4% weekly, but 62% of Monday's spike was erased. The Halo reveal with Anduril lacked pricing and delivery details.

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Tech Giants Face Cash Crunch as AI Spending Surges Ahead of Fed Decision
Technology Sarah Chen

Tech Giants Face Cash Crunch as AI Spending Surges Ahead of Fed Decision

Alphabet and Tesla reported capital expenditures surpassing operating cash flow, raising concerns about AI spending sustainability ahead of a Fed meeting and Big Tech earnings.

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Crypto Stocks Slide as Senate Ethics Dispute Erodes Policy Gains
Regulation James Calloway

Crypto Stocks Slide as Senate Ethics Dispute Erodes Policy Gains

Shares of Coinbase, Circle, and Robinhood dropped 11% on average as the Clarity Act premium faded amid a Senate ethics dispute.

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