AT&T's Cash Flow Target Faces Tight Squeeze as Earnings Loom
Earnings James Calloway

AT&T's Cash Flow Target Faces Tight Squeeze as Earnings Loom

AT&T must generate $11B-$11.5B in H2 free cash flow to meet its 2026 minimum, with most funds already allocated to dividends and buybacks.

T TMUS VZ
Nu Holdings gains after acquiring Brazil bank license in capital-neutral deal
Regulation James Calloway

Nu Holdings gains after acquiring Brazil bank license in capital-neutral deal

Nu Holdings (NYSE:NU) shares rose 2.9% on Tuesday after the company agreed to acquire Banco Porto Real, gaining a Brazilian banking license without additional capital or liquidity obligations.

NU PAGS STNE INTR
UiPath Stock Nears $12 as Key ARR Milestone Looms
Earnings James Calloway

UiPath Stock Nears $12 as Key ARR Milestone Looms

UiPath (NYSE:PATH) shares closed at $12.04, down 1%, as the company approaches a key annual recurring revenue (ARR) milestone. Q2 guidance indicates a $30.5M sequential increase.

PATH PEGA NOW
Ondas Stock Surges 11.5% as Market Value Gain Dwarfs $6.9M Order
Markets Daniel Marsh

Ondas Stock Surges 11.5% as Market Value Gain Dwarfs $6.9M Order

Ondas Inc. (ONDS) shares surged 11.5%, adding $450M in market cap—65x the $6.9M Australian defense order. The gain reflects DZYNE validation, not just revenue.

ONDS RCAT RDW KTOS AVAV
ASX 200 Gains as Commodity Stocks Rally; Wall Street Futures Up
Markets Daniel Marsh

ASX 200 Gains as Commodity Stocks Rally; Wall Street Futures Up

The ASX 200 advanced as gold, copper, and uranium stocks rallied. Wall Street futures gained as traders assessed earnings and inflation risks.

ASX GLD SLV USO UNG XLK XLF XLE XLV FXI
Interactive Brokers Q2 Earnings Surge as Margin Lending Offsets Fed Rate Cuts
Earnings James Calloway

Interactive Brokers Q2 Earnings Surge as Margin Lending Offsets Fed Rate Cuts

Interactive Brokers' Q2 earnings beat estimates as a 59% surge in margin loans offset the impact of Fed rate cuts, driving net interest income up 23%.

IBKR
Transocean Stock Gains Tighten Merger Arbitrage Spread on Valaris Deal
Markets Daniel Marsh

Transocean Stock Gains Tighten Merger Arbitrage Spread on Valaris Deal

Transocean shares gained 4.3%, tightening the merger arbitrage spread on its Valaris acquisition to 2.15%. The implied annualized return is 11.2% before costs.

RIG VAL NE SDRL USO GLD SLV XLE
Oklo and X-Energy Surge $930M on Early U.S. Nuclear-AI Strategy
Markets Daniel Marsh

Oklo and X-Energy Surge $930M on Early U.S. Nuclear-AI Strategy

Oklo shares jumped 5.6% in after-hours trading, adding $430M to its market cap, as a $200M U.S. nuclear-AI initiative gains traction. X-Energy also surged, bringing combined gains to $930M.

OKLO MSFT NVDA
Dell Shares Jump on AI Server Margin Optimism After Super Micro Update
Technology Sarah Chen

Dell Shares Jump on AI Server Margin Optimism After Super Micro Update

Dell Technologies (DELL) gained 5.7% in after-hours trading after Super Micro (SMCI) reported preliminary margins that beat expectations, boosting sentiment for AI server profitability.

DELL SMCI HPE HPQ GOOGL
Archer Aviation Gains $644M in Market Cap After Thunder Announcement
Markets Daniel Marsh

Archer Aviation Gains $644M in Market Cap After Thunder Announcement

Archer Aviation's market cap jumped $644 million after unveiling the Thunder aircraft with Anduril, though shares slipped 0.6% on Tuesday.

ACHR JOBY
Annaly Capital After-Hours Surge as Earnings Outpace Dividend
Earnings James Calloway

Annaly Capital After-Hours Surge as Earnings Outpace Dividend

Annaly Capital Management shares advanced in after-hours trading after reporting earnings available for distribution of $0.79 per share, topping the quarterly dividend of $0.75.

EQT Boosts 2026 Production Forecast as Southgate Investment Optimizes Capital
Earnings James Calloway

EQT Boosts 2026 Production Forecast as Southgate Investment Optimizes Capital

EQT raised its 2026 production midpoint by 3.8% while total planned capital increased 2.1%, as Southgate investment offset lower maintenance spending.

EQT RRC AR UNG