Nokia Shares Plunge 19% Ahead of Key AI Margin Test
Earnings James Calloway

Nokia Shares Plunge 19% Ahead of Key AI Margin Test

Nokia shares fell 18.8% this week, tracking Ciena's decline, as AI spending pressures mount ahead of its Q2 report on July 23.

CIEN
P&G Outperforms Staples Sector Amid Oil Price Surge
Earnings James Calloway

P&G Outperforms Staples Sector Amid Oil Price Surge

P&G shares gained 2.0% last week, beating the S&P 500 by 3.6 percentage points, as a 16% oil price increase raised costs. Earnings are due July 29.

PG CHD CL KMB
JPMorgan Chase Nears $1 Trillion Valuation Amid Rising Capital Demands
Earnings James Calloway

JPMorgan Chase Nears $1 Trillion Valuation Amid Rising Capital Demands

JPMorgan Chase inches toward a $1 trillion market cap, facing higher capital demands. The bank's adjusted return on tangible equity remains at 23%.

JPM BAC GS MS V MORN
NVDA Outperforms Peers Despite Nearly $200B Market Cap Loss
Technology Sarah Chen

NVDA Outperforms Peers Despite Nearly $200B Market Cap Loss

NVIDIA shares fell 3.9% last week, losing nearly $200B in market cap, but outperformed the broader chip sector as the PHLX Semiconductor Index dropped 10%.

NVDA AAPL GOOGL INTC
Intel Stock Plunges 13% in a Week as Q2 Margin Concerns Intensify
Earnings James Calloway

Intel Stock Plunges 13% in a Week as Q2 Margin Concerns Intensify

Intel (INTC) shares slid 13.3% over the past week to $95.04, with market focus squarely on the company's second-quarter margins and upcoming earnings report.

INTC AMD NVDA TSM GOOGL
Nu Holdings Shares Dip After Mexico License Approval, Focus Shifts to Deposit Metrics
Markets Daniel Marsh

Nu Holdings Shares Dip After Mexico License Approval, Focus Shifts to Deposit Metrics

Nu Holdings shares closed lower Friday after receiving its Mexico bank license, with trading volume spiking. The company's deposit base of $5.9 billion averages $393 per customer.

NU
Netflix Stock Drops 7% as Revenue Growth Driven by Pricing Sparks Concerns
Earnings James Calloway

Netflix Stock Drops 7% as Revenue Growth Driven by Pricing Sparks Concerns

Netflix shares fell 7.26% after Q2 results revealed revenue growth was primarily fueled by pricing, not viewership, raising questions about monetization strategy.

NFLX DIS CMCSA GOOGL
Constellation Energy's PJM Auction Data Points to Modest Earnings Impact
Markets Daniel Marsh

Constellation Energy's PJM Auction Data Points to Modest Earnings Impact

Constellation Energy's PJM auction reveals $2.24B in gross payments, but nuclear's 83% share could reduce net earnings benefit due to tax credit interplay.

CEG VST
American Airlines Stock Slides 11.6% Ahead of Q2 Earnings, Fuel Costs in Focus
Earnings James Calloway

American Airlines Stock Slides 11.6% Ahead of Q2 Earnings, Fuel Costs in Focus

American Airlines stock dropped 11.6% in the past week, closing at $14.98, as the company prepares for its Q2 earnings report on Thursday.

AAL UAL DAL LUV
Ondas Inc. (ONDS) Trading Volume Hits 118% of Outstanding Shares Amid Short Interest Focus
Markets Daniel Marsh

Ondas Inc. (ONDS) Trading Volume Hits 118% of Outstanding Shares Amid Short Interest Focus

Ondas Inc. (ONDS) recorded trading volume of 671.5 million shares last week, exceeding its 569.8 million shares outstanding, yet the stock declined 10.1%.

ONDS RCAT AVAV
US Refiners Surge as Diesel Margins Hit Record on Hormuz Disruptions
Commodities Rebecca Torres

US Refiners Surge as Diesel Margins Hit Record on Hormuz Disruptions

US refiners surged last week as diesel margins hit record highs, with a basket of Valero, Marathon Petroleum, and Phillips 66 jumping over 10%.

VLO MPC PSX XOM CVX USO
Clorox's 5.2% Dividend Yield Attracts Despite Tight Earnings Cushion
Earnings James Calloway

Clorox's 5.2% Dividend Yield Attracts Despite Tight Earnings Cushion

Clorox (CLX) ended Friday at $96.32, yielding 5.15%, with the dividend consuming 88%-91% of adjusted EPS guidance. The next catalyst is August 3 earnings.

CLX PG CL CHD