CoreWeave Stock Rebounds, But $34B Capex Outlook Pressures Margins
Markets Daniel Marsh

CoreWeave Stock Rebounds, But $34B Capex Outlook Pressures Margins

CoreWeave shares rose 5.5% to $77.20 after BofA reiterated a Buy rating, but a $34 billion capex projection and steep interest costs keep margin pressure high.

CRWV BAC META NBIS APLD
Big Tech's $725B AI Spending Spree Faces Cash Flow Reality Check
Earnings James Calloway

Big Tech's $725B AI Spending Spree Faces Cash Flow Reality Check

The four largest tech firms could spend $725B this year, or 118% of their combined cash flow, testing the sustainability of AI infrastructure investment.

GOOGL AMZN MSFT META SOXX
Chip Stocks Fuel SOXX Rebound, Driving VGT's Early Rally
Markets Daniel Marsh

Chip Stocks Fuel SOXX Rebound, Driving VGT's Early Rally

A handful of chip stocks drove a rebound in the semiconductor sector, accounting for nearly all of the early gains in two major ETFs.

SOXX VGT SOXQ MU AMD NVDA INTC AVGO AAPL MSFT TSM TXN
Bloom Energy Stock Slips 5.6% as $1.7B AI Deal Raises Revenue Concerns
Markets Daniel Marsh

Bloom Energy Stock Slips 5.6% as $1.7B AI Deal Raises Revenue Concerns

Bloom Energy shares dropped 5.6% Monday as a $1.7 billion AI financing deal for Nebius Group fails to reassure investors about near-term revenue realization. The market awaits Q2 earnings on July 28.

BE NBIS BAM
Micron Rebounds 4.6% as Contrasting Valuations Spark Debate Amid AI Memory Boom
Technology Sarah Chen

Micron Rebounds 4.6% as Contrasting Valuations Spark Debate Amid AI Memory Boom

Micron shares bounced 4.6% on Monday, approaching $888. The rally comes as Q4 annualized EPS trades at 7.2x, while Q3 adjusted free cash flow shows a 13.9x multiple.

MU
USA TODAY Stock Nears 52-Week High Amid New Awards Deal
Markets Daniel Marsh

USA TODAY Stock Nears 52-Week High Amid New Awards Deal

USA TODAY Co. shares rose 3.4% in premarket trading as the company launches a new awards initiative, while digital subscriptions remain a small fraction of its audience.

TDAY SRAD
Brent Crude Dips Below $90 as Fuel Margins Surge, Inflation Worries Mount
Commodities Rebecca Torres

Brent Crude Dips Below $90 as Fuel Margins Surge, Inflation Worries Mount

Brent crude eased to $88.28 after hitting a one-month high, but soaring fuel margins and $4 gasoline pose a greater inflation threat as global refinery runs drop.

USO UNH GLD
Dollar Tree to Close 75 Stores While Opening 400 in Expansion Push
Earnings James Calloway

Dollar Tree to Close 75 Stores While Opening 400 in Expansion Push

Dollar Tree (NASDAQ:DLTR) will close 75 stores in fiscal 2026 but open 400 new ones, resulting in 325 net new locations. Multi-price conversions now cover about 63% of its network.

DLTR
Tech Stocks Rally on Chip Sector Strength Ahead of Key Earnings
Markets Daniel Marsh

Tech Stocks Rally on Chip Sector Strength Ahead of Key Earnings

US stock futures advanced on Monday, led by a 3.5% surge in semiconductor stocks, as investors anticipate earnings from major tech companies.

MU AMD WDC INTC NVDA GOOGL TSLA IBM DPZ
Oracle's Share Plunge Triples Dilution from $20B Equity Plan
Markets Daniel Marsh

Oracle's Share Plunge Triples Dilution from $20B Equity Plan

Oracle shares fell 63%, nearly tripling the dilution from its $20 billion equity plan. S&P downgraded the stock to BBB- on a projected $42 billion free cash flow shortfall for fiscal 2027.

ORCL SPGI GOOGL
Alphabet's Cloud Revenue Nears Search Growth
Earnings James Calloway

Alphabet's Cloud Revenue Nears Search Growth

Ahead of its Q2 earnings, Alphabet's cloud growth is nearly matching Search in dollar terms, raising the stakes for AI investment returns.

GOOGL GOOG
Domino's Pizza Surges on Supply Chain Growth; Earnings Miss Estimates
Earnings James Calloway

Domino's Pizza Surges on Supply Chain Growth; Earnings Miss Estimates

Domino's Pizza shares jumped 6.5% in premarket trading despite missing earnings and same-store sales estimates, as supply chain revenue drove the beat.

DPZ MORN