GSK faces £3.6B revenue gap ahead of Tuesday strategy update
Earnings James Calloway

GSK faces £3.6B revenue gap ahead of Tuesday strategy update

GSK faces a £3.63 billion revenue gap versus its 2031 target of £40 billion ahead of its strategy update on July 28. The shortfall persists despite oncology growth.

GSK AZN
Tech Giants Eclipse Financials in S&P 500 Weight as Earnings Loom
Markets Daniel Marsh

Tech Giants Eclipse Financials in S&P 500 Weight as Earnings Loom

Four mega-cap tech firms surpass the financials sector in S&P 500 weight, with earnings reports and Fed decision set for next week.

MSFT META AAPL AMZN GOOGL TSLA INTC
Paramount Skydance Faces $1.7 Billion Ticking Fee as Merger Delay Looms
Markets Daniel Marsh

Paramount Skydance Faces $1.7 Billion Ticking Fee as Merger Delay Looms

Paramount Skydance faces a $1.7 billion ticking fee as court delays its Warner Bros Discovery merger, representing 18.5% of market cap.

PSKY WBD NFLX DIS
Micron Rises 8.5% Weekly Amid Cloud Revenue Surge and Big Tech Spending
Technology Sarah Chen

Micron Rises 8.5% Weekly Amid Cloud Revenue Surge and Big Tech Spending

Micron shares gained 8.5% for the week to $920.95, driven by strong cloud memory revenue and increased tech spending, despite a 7% drop on Friday.

MU MSFT AMZN GOOGL NVDA AVGO
Air France-KLM Faces Q2 Margin Squeeze Amid Revenue Rise and Fuel Cost Surge
Earnings James Calloway

Air France-KLM Faces Q2 Margin Squeeze Amid Revenue Rise and Fuel Cost Surge

Air France-KLM's Q2 2026 earnings preview shows operating profit falling 51.2% on a 9.4% revenue rise, with margin shrinking to 3.9% amid elevated fuel costs and Middle East route suspensions.

Rotork Shares Flat as ABB Deal Spread Suggests Tight Timing for Completion
Analysis Daniel Marsh

Rotork Shares Flat as ABB Deal Spread Suggests Tight Timing for Completion

Rotork shares ended the week at 488p, leaving a 15p gap to ABB's 503p cash offer. The 3.1% spread indicates timing, not risk, is the key variable.

ABB
Vivakor Shares Jump 37% on $1.09B Crude Platform; Q1 Margin at 7.8 bps
Markets Daniel Marsh

Vivakor Shares Jump 37% on $1.09B Crude Platform; Q1 Margin at 7.8 bps

Vivakor shares surged 37.3% to $2.91 after unveiling a $1.09 billion crude platform. Q1 supply-and-trading gross margin of 0.078% underscores thin profitability.

OLOX
Coinbase's Post-Clarity Act Rally Fades as Q2 Loss Forecast Looms
Crypto Sarah Chen

Coinbase's Post-Clarity Act Rally Fades as Q2 Loss Forecast Looms

Coinbase shares gave back Clarity Act gains, dropping 10% from Tuesday's high, as Q2 earnings outlook turns negative with a projected loss of $0.41 per share.

COIN
Nebius Group Plunges 15%, Erasing Nearly All of Tuesday's Surge
Markets Daniel Marsh

Nebius Group Plunges 15%, Erasing Nearly All of Tuesday's Surge

Nebius Group shares dropped 15% on Friday, erasing most of Tuesday's surge. The stock still gained 5.7% for the week.

NBIS NVDA MSFT META CRWV IREN
SK Hynix ADR Premium Widens to 28% as $750 Billion Supply Deal Looms
Markets Daniel Marsh

SK Hynix ADR Premium Widens to 28% as $750 Billion Supply Deal Looms

SK Hynix ADRs ended Friday 28% above parity with Seoul shares, driven by a massive $750 billion supply deal with U.S. tech companies. Earnings due Wednesday.

NVDA MU
Enterprise Products Partners' Yield Advantage Narrows Ahead of Q2 Report
Earnings James Calloway

Enterprise Products Partners' Yield Advantage Narrows Ahead of Q2 Report

Enterprise Products Partners' yield premium over Treasuries has narrowed to just 109 basis points as the market awaits its Q2 earnings report on July 30.

USO
Southwest Airlines Posts 20% Unit Revenue Surge; Fuel Hedging Gap Raises Risk
Earnings James Calloway

Southwest Airlines Posts 20% Unit Revenue Surge; Fuel Hedging Gap Raises Risk

Southwest Airlines (NYSE:LUV) reported a 20.1% jump in adjusted unit revenue, but with fuel hedges expiring in 2025, rising oil prices pose a significant risk to earnings. Q2 EPS of $0.94 beat expectations, but Q3 guidance of $0.50-$0.75 fell short.

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