AT&T's 12% FCF Yield Under Scrutiny as Satellite Threat Looms
Earnings James Calloway

AT&T's 12% FCF Yield Under Scrutiny as Satellite Threat Looms

AT&T's implied free-cash-flow yield nears 12% as analysts cut targets on satellite risk. Earnings due July 22 will test cash generation.

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MARA Holdings Slips 3.1% as $2.1B Deals Weigh on Valuation
Crypto Sarah Chen

MARA Holdings Slips 3.1% as $2.1B Deals Weigh on Valuation

MARA Holdings shares dropped 3.1% to $11.79, giving up gains from its Texas site announcement, as two major deals totaling up to $2.1 billion weigh on valuation.

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Sandisk shares tumble on CoreWeave hedge talk, contract risk
Markets Daniel Marsh

Sandisk shares tumble on CoreWeave hedge talk, contract risk

Sandisk shares fell 12.4% as CoreWeave explored hedging against memory price drops, raising questions about the $41.6B contract backlog.

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Micron Stock Plunges as China's CXMT IPO Looms Large
Markets Daniel Marsh

Micron Stock Plunges as China's CXMT IPO Looms Large

Micron shares slid 8.4%, erasing $94 billion in market value, amid concerns over China's CXMT IPO. The DRAM maker's valuation per market share point is 4.4 times that of CXMT.

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Dell Technologies Loses $37 Billion as AI Hype Fades
Markets Daniel Marsh

Dell Technologies Loses $37 Billion as AI Hype Fades

Dell Technologies (DELL) lost $37.1 billion in market value as shares dropped 12.4% to $400.98, driven by fading AI optimism and margin pressure, even as major indices rose.

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Tech Titans Mask Broader Dow Decline as Price-Weighted Index Advances
Markets Daniel Marsh

Tech Titans Mask Broader Dow Decline as Price-Weighted Index Advances

The Dow's 111-point gain was entirely powered by four tech giants, which added 255 points, while the other 26 stocks subtracted 144 points.

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Wall Street Edges Higher as Inflation Data Fuels Rate-Cut Hopes
Markets Daniel Marsh

Wall Street Edges Higher as Inflation Data Fuels Rate-Cut Hopes

U.S. stocks advanced Wednesday as softer inflation data raised hopes for a Fed rate cut. The Dow rose 0.35%, while the S&P 500 gained 0.25%, led by financials.

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Jet.AI Shares Slide Despite Reverse Takeover Proposal; Valuation Based on Expanded Share Count
Markets Daniel Marsh

Jet.AI Shares Slide Despite Reverse Takeover Proposal; Valuation Based on Expanded Share Count

Jet.AI shares dropped 12.5% as investors question a $10 per share reverse takeover valuation, which relies on a share count that increased 38% since May.

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Alibaba Surges $17B on Apple AI Deal, but Revenue Path Unclear
Technology Sarah Chen

Alibaba Surges $17B on Apple AI Deal, but Revenue Path Unclear

Alibaba's stock surged 6.2% after China approved Apple Intelligence, integrating Alibaba's Qwen AI into Apple's OS. The $16.7B market cap gain highlights investor optimism, but revenue details remain elusive.

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CleanSpark's $6.6B Lease Deal Puts $2.1B Construction Funding to the Test
Markets Daniel Marsh

CleanSpark's $6.6B Lease Deal Puts $2.1B Construction Funding to the Test

CleanSpark shares gave back most of an early 10.5% gain as the market weighed a $6.6B lease against a $2.1B construction bill, testing the company's ability to secure project financing.

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Bitmine's $482M Cash Pile Nears Cost to Reach 5% Ether Goal
Crypto Sarah Chen

Bitmine's $482M Cash Pile Nears Cost to Reach 5% Ether Goal

Bitmine's cash and marketable securities of $482 million nearly equal the $482.2 million needed to bridge its Ether holdings to 5% of supply, posing a key capital allocation decision.

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Retirement savings gap widens as US workers tap plans
Analysis Daniel Marsh

Retirement savings gap widens as US workers tap plans

A Schroders survey reveals 51% of US workers expect to retire with under $500,000, as 27% cut contributions or borrowed from plans. The target nest egg dropped to $1.2 million.

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