Gossamer Bio Stock Jumps on FDA Filing Update, but Cash and Dilution Risks Remain
Markets Daniel Marsh

Gossamer Bio Stock Jumps on FDA Filing Update, but Cash and Dilution Risks Remain

Gossamer Bio shares surged after an FDA filing update, but cash concerns and potential dilution continue to weigh on the stock.

GOSS XBI MRK JNJ
Palantir Surges 7% on Bullish Revenue Forecast, But Valuation Looms Large
Earnings James Calloway

Palantir Surges 7% on Bullish Revenue Forecast, But Valuation Looms Large

Palantir shares rallied 7% on Monday after Oppenheimer projected second-quarter revenue growth of 84-85%, but the stock's sky-high valuation remains a key risk.

PLTR OPY NOW DDOG SNOW QQQ
Joby Aviation Stock Rebounds 4.8% as Earnings Test Looms
Earnings James Calloway

Joby Aviation Stock Rebounds 4.8% as Earnings Test Looms

Joby Aviation shares climbed 4.8% to $7.26, trading above average volume, as the company's premium valuation faces scrutiny ahead of August 5 earnings.

JOBY ACHR
From Dive Sites to Air Force One: The Vast Price Gap in Retired 747s
Earnings James Calloway

From Dive Sites to Air Force One: The Vast Price Gap in Retired 747s

Retired 747s range from a $100,000 reef-destined jet to a $200 million U.S. support aircraft. Boeing (BA) shares edged up 1.2% as services margins outpaced defense. Earnings due Tuesday.

BA LHX
Micron Shares Slide as CXMT IPO Sparks DRAM Oversupply Fears
Markets Daniel Marsh

Micron Shares Slide as CXMT IPO Sparks DRAM Oversupply Fears

Micron (MU) dropped 4.3% after CXMT's massive IPO raised fears of DRAM oversupply, wiping out $45 billion in value. The market reacted to pricing concerns.

MU
Hecla Mining Lags Silver Rally as Earnings Forecasts Slump Ahead of Q2 Report
Commodities Rebecca Torres

Hecla Mining Lags Silver Rally as Earnings Forecasts Slump Ahead of Q2 Report

Hecla Mining shares declined 0.8% even as spot silver rose 1.3%, with Q2 earnings forecasts slashed by 22% over the past three months. The company reports after the bell on Aug. 4.

HL CDE PAAS SLV
SoundHound AI Gains as Merger with LivePerson Poised to Boost Revenue Per Share
Markets Daniel Marsh

SoundHound AI Gains as Merger with LivePerson Poised to Boost Revenue Per Share

SoundHound AI rose 4.2% on Monday as preliminary merger data suggests combined revenue per share could double, though the stock remains below the $7 exchange floor.

SOUN LPSN AI BBAI
IREN Shares Dip as AI Cloud Growth Takes Center Stage
Markets Daniel Marsh

IREN Shares Dip as AI Cloud Growth Takes Center Stage

IREN shares dropped 3.3% to $35.85 while Bitcoin gained 0.5%, as market focus shifts from crypto proxy to AI data center performance.

IREN MSFT NVDA
SELLAS Life Sciences Shares Slide 3.9% as Dilution Concerns Weigh on Valuation
Markets Daniel Marsh

SELLAS Life Sciences Shares Slide 3.9% as Dilution Concerns Weigh on Valuation

SELLAS Life Sciences shares dropped 3.9% on Monday as the latest share count of 196.6 million suggests a $2.14 billion market cap, 14% above the live feed. The biotech awaits final REGAL trial data.

SLS XBI
Shopify Jumps 10% as Payments Drive Growth, Margins Under Scrutiny
Earnings James Calloway

Shopify Jumps 10% as Payments Drive Growth, Margins Under Scrutiny

Shopify shares jumped 10.2% as payments drove 84% of merchant-solutions revenue growth, but margin compression and rising transaction losses tempered investor enthusiasm.

SHOP WIX
AMD Shares Tumble 7% on Delayed Helios Launch and Valuation Concerns
Markets Daniel Marsh

AMD Shares Tumble 7% on Delayed Helios Launch and Valuation Concerns

AMD shares dropped 7% to $485.66, losing roughly $60 billion in market cap, after the company's delayed Helios AI chip launches raised concerns about its high valuation.

AMD NVDA MSFT
Oracle Stock Recovers on $7B Pentagon Deal, AI Spending Concerns Linger
Markets Daniel Marsh

Oracle Stock Recovers on $7B Pentagon Deal, AI Spending Concerns Linger

Oracle shares climbed 4.6% on a Pentagon deal worth up to $7 billion, but the annual cap is modest relative to revenue and AI spending pressures remain.

ORCL MSFT