Oracle Stock Hits 52-Week Low as $638B AI Backlog Faces Funding Test
Analysis Daniel Marsh

Oracle Stock Hits 52-Week Low as $638B AI Backlog Faces Funding Test

Oracle shares dropped 4.8% to a 52-week low amid concerns over its ability to finance a massive AI backlog without diluting shareholders.

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Goldman Sachs Slips 3.6% as Trading Dominates Earnings, Raising Sustainability Concerns
Markets Daniel Marsh

Goldman Sachs Slips 3.6% as Trading Dominates Earnings, Raising Sustainability Concerns

Goldman Sachs shares dropped 3.6% as trading revenue accounted for 73% of year-over-year growth, sparking concerns about the sustainability of its strong quarterly results.

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Dow Up 109 Points as UnitedHealth Surge Offsets Tech Slide
Markets Daniel Marsh

Dow Up 109 Points as UnitedHealth Surge Offsets Tech Slide

The Dow rose 109 points by midday Thursday, lifted by a UnitedHealth earnings beat, while a tech slide dragged the S&P 500 and Nasdaq lower.

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U.S. Stocks Show Mixed Results as Tech Sector Weakens
Markets Daniel Marsh

U.S. Stocks Show Mixed Results as Tech Sector Weakens

U.S. stocks opened mixed Thursday, with the S&P 500 down 0.12% as tech stocks lagged, while the Dow rose 0.21% and the Russell 2000 gained 0.43%, signaling a rotation out of semiconductors.

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JPMorgan's Guidance Update Tests Premium Valuation Amid Balanced Outlook
Earnings James Calloway

JPMorgan's Guidance Update Tests Premium Valuation Amid Balanced Outlook

JPMorgan Chase raised its 2026 interest-income and expense forecasts by $2.5B each, leaving net earnings unchanged. The stock's premium valuation hinges on revenue outpacing costs.

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ASML Shares Edge Up as Q4 Revenue Guidance Points to €14.4B
Earnings James Calloway

ASML Shares Edge Up as Q4 Revenue Guidance Points to €14.4B

ASML shares edged up 0.3% as the company raised its 2026 sales guidance to €43-45 billion, implying Q4 revenue of €14.4 billion, beating analyst expectations.

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PayPal Stock Rises 2.4% on 72% Implied Odds of Stripe-Advent Buyout
Markets Daniel Marsh

PayPal Stock Rises 2.4% on 72% Implied Odds of Stripe-Advent Buyout

PayPal shares rose 2.4% to $56.86 as traders see a 72% probability of a $60.50 takeover by Stripe and Advent International.

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BlackRock Gains as Active Strategies Drive Fee Revenue Growth
Earnings James Calloway

BlackRock Gains as Active Strategies Drive Fee Revenue Growth

BlackRock shares rose 1.1% as active strategies, 24% of AUM, drove 42% of base-fee and lending revenue, highlighting fee growth over asset records.

BLK
Seagate Stock Slides 6.5% Ahead of Q4 Earnings Report
Earnings James Calloway

Seagate Stock Slides 6.5% Ahead of Q4 Earnings Report

Seagate shares dropped 6.5% to $774.19 in early Nasdaq trading as the market looks ahead to its fiscal Q4 earnings release on July 28.

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Trump's 21,000 Trades Signal Policy Ties, Not Stock Picking Acumen
Analysis Daniel Marsh

Trump's 21,000 Trades Signal Policy Ties, Not Stock Picking Acumen

Donald Trump's trading history involves over 21,000 trades across eight accounts, emphasizing policy-linked holdings rather than stock picking skill.

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Kalshi's Flight Cancellation Contracts Hit Data Snag
Regulation James Calloway

Kalshi's Flight Cancellation Contracts Hit Data Snag

Kalshi's flight-cancellation contracts face a settlement data gap as FlightAware rejects use and BTS data lags, limiting their value as a risk signal.

RTX UAL AAL
Netflix Ad Revenue Forecasts Surge 10% Above Guidance, Driving Growth
Earnings James Calloway

Netflix Ad Revenue Forecasts Surge 10% Above Guidance, Driving Growth

Netflix shares edged down 0.3% as early analyst estimates for 2026 ad revenue hit $3.3 billion, exceeding the company's $3 billion target by 10%.

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