Nvidia Shares Slip as Focus Shifts to Customer Profitability
Analysis Daniel Marsh

Nvidia Shares Slip as Focus Shifts to Customer Profitability

Nvidia shares fell 0.74% in premarket as investors shift focus to customer profitability despite a $700M US plant and $60B in server orders.

NVDA SMCI BMY GOOGL
Kroger's Pricing Strategy Outshines Walmart in Latest Basket Comparison
Analysis Daniel Marsh

Kroger's Pricing Strategy Outshines Walmart in Latest Basket Comparison

Kroger (NYSE:KR) edged out Walmart (NASDAQ:WMT) by 95 cents in a 15-item store-brand basket comparison, showcasing its pricing strategy and margin investments.

KR WMT ACI
SpaceX Short Interest at 32% Ahead of August Lockup Expiry
IPO Michael Okonkwo

SpaceX Short Interest at 32% Ahead of August Lockup Expiry

SpaceX stock has 32% short interest ahead of August 6 lockup expiration, which may release 911.5 million shares, potentially cutting short ratio to 13%.

Mexican Peso Holds Near 17.42 as Carry Trade Appeal Faces Year-End Forecast
Forex Rebecca Torres

Mexican Peso Holds Near 17.42 as Carry Trade Appeal Faces Year-End Forecast

USD/MXN opens at 17.4211 as the peso's carry trade faces a year-end forecast of 17.90, with trade policy and rate differentials in focus.

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GE Vernova Boosts Cash Flow Forecast by $5B; Shares Slide on Quality Concerns
Earnings James Calloway

GE Vernova Boosts Cash Flow Forecast by $5B; Shares Slide on Quality Concerns

GE Vernova lifted its 2026 free cash flow midpoint by $5B, yet shares reversed gains as analysts questioned the cash quality. Strong order growth of 88% was overshadowed.

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Danaher Plunges 11% as Biotech Growth Disappoints, Triggering Valuation Reset
Earnings James Calloway

Danaher Plunges 11% as Biotech Growth Disappoints, Triggering Valuation Reset

Danaher shares dropped 11% after its biotech segment underperformed expectations, leading to a valuation adjustment. Full-year core growth guidance was narrowed to 3%-4%.

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INLIF Shares Surge 95% in Premarket on Extreme Turnover
Markets Daniel Marsh

INLIF Shares Surge 95% in Premarket on Extreme Turnover

INLIF Limited (NASDAQ:INLF) jumped 95% in premarket trading on Wednesday, with volume surpassing outstanding shares by more than tenfold.

INLF
MANE Secures Global ViaLeaf Reb M License; Specialty Sweetener Margins in Focus
Technology Sarah Chen

MANE Secures Global ViaLeaf Reb M License; Specialty Sweetener Margins in Focus

MANE has secured exclusive global rights to ViaLeaf Reb M, a premium stevia sweetener. The deal highlights specialty sweetener margins, with Ingredion (INGR) as the closest public peer.

INGR
Alaska Air Bolsters Hawaii Operations Amid Fuel Cost Pressures
Earnings James Calloway

Alaska Air Bolsters Hawaii Operations Amid Fuel Cost Pressures

Alaska Air Group (NYSE:ALK) is expanding its Hawaii operations with a 25% increase in interisland seating and a near doubling of cargo capacity, while fuel costs loom as a key risk to Q3 earnings.

ALK BA DAL UAL
Intel Surge Consumes 72% of Options-Implied Gain Ahead of Earnings
Earnings James Calloway

Intel Surge Consumes 72% of Options-Implied Gain Ahead of Earnings

Intel surged 8.64% on Tuesday, consuming 72% of the option-implied gain from Monday. The stock closed at $105.45, just 3% below the implied ceiling, as analysts raised targets and investors await earnings.

INTC AMD NVDA UBS
Nokia Shares Dip as Q2 Profit Hits Top of Seasonal Range
Earnings James Calloway

Nokia Shares Dip as Q2 Profit Hits Top of Seasonal Range

Nokia shares slipped 1.3% as analyst consensus forecasts second-quarter earnings at the top of the company's seasonal range, with sales up 6.1% and operating profit rising 24.9%.

MARA Holdings Gains 14.6% as AI Contract Wave Lifts Bitcoin Miners
Markets Daniel Marsh

MARA Holdings Gains 14.6% as AI Contract Wave Lifts Bitcoin Miners

MARA Holdings rallied 14.6% as bitcoin miners with signed AI contracts saw larger gains. MARA's 4.8 GW pipeline awaits a tenant.

MARA IREN HUT CLSK