Netflix Q2 Preview: $8.1B H2 Profit Target Sparks Investor Scrutiny
Earnings James Calloway

Netflix Q2 Preview: $8.1B H2 Profit Target Sparks Investor Scrutiny

Netflix heads into Q2 earnings with an $8.1 billion second-half profit target, a 30% year-over-year jump. Investors will scrutinize margins, ad revenue, and engagement data.

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Oil Rally Drives 2-Year Treasury Yield to 17-Month High; Yield Curve Holds Steady
Markets Daniel Marsh

Oil Rally Drives 2-Year Treasury Yield to 17-Month High; Yield Curve Holds Steady

Oil's surge to $79.43 lifted the 2-year Treasury yield to its highest since February 2025, while the yield curve stayed steady at 34.6 basis points.

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Oracle Stock Dips on $260 Billion AI Data Center Lease Plan
Markets Daniel Marsh

Oracle Stock Dips on $260 Billion AI Data Center Lease Plan

Oracle shares fell 2.9% after the company unveiled a $260 billion AI data center lease plan, raising concerns about near-term cash flow vs. spending.

ORCL AMZN GOOGL
SoFi Stock Rises Amid Market Turmoil; Deposit Cost Advantage in Focus
Markets Daniel Marsh

SoFi Stock Rises Amid Market Turmoil; Deposit Cost Advantage in Focus

SoFi Technologies (SOFI) gained 2.8% in premarket trading Monday, bucking Nasdaq futures weakness, as investors eye a $622 million deposit cost advantage ahead of Q2 earnings on July 29.

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Agenus Stock Surges 59% on $340 Million Funding Deal
Markets Daniel Marsh

Agenus Stock Surges 59% on $340 Million Funding Deal

Agenus (AGEN) shares jumped 59% premarket on a $340 million financing deal, though full exercise of warrants could nearly triple the share count. The funds support a strategic pivot to a major colon cancer trial.

AGEN BMY MRK
Whale Transfers Plunge 97% as XRP Holds Near $1
Crypto Sarah Chen

Whale Transfers Plunge 97% as XRP Holds Near $1

XRP slipped to $1.06 as whale transfers collapsed 97% to just two in a week and spot ETFs saw $7.18M in outflows, weakening the bullish case.

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Oil Shock Triggers Tech Selloff as Nasdaq Futures Slide 1%
Markets Daniel Marsh

Oil Shock Triggers Tech Selloff as Nasdaq Futures Slide 1%

U.S. stock futures fell Monday, with Nasdaq-100 futures down 1% as oil prices surged on U.S.-Iran conflict, pressuring tech and chip stocks. The Dow held flat, highlighting a split market.

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MTA Bus Camera Enforcement Expands to 67 Routes as Curb Fines Surge
Analysis Daniel Marsh

MTA Bus Camera Enforcement Expands to 67 Routes as Curb Fines Surge

NYC MTA's bus camera enforcement now covers 67 routes after adding four more lines. Curb fines from blocked stops and double-parking generated $7.3 million more than bus-lane tickets in fiscal 2025.

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Daily Puzzle Traffic: NYT's Connections Fuels 1,095-Page Annual Run Rate at Third-Party Sites
Analysis Daniel Marsh

Daily Puzzle Traffic: NYT's Connections Fuels 1,095-Page Annual Run Rate at Third-Party Sites

A sample of three outlets shows an annualized 1,095 Connections puzzle pages, highlighting the traffic trade between NYT and external publishers.

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Nu Holdings Secures Mexican Banking License, Deposit Insurance to Surge 16-Fold
Markets Daniel Marsh

Nu Holdings Secures Mexican Banking License, Deposit Insurance to Surge 16-Fold

Nu Holdings' Mexican unit received final approval for a full banking license, increasing deposit insurance 16-fold, but the stock saw limited gains as investors await tangible improvements in funding costs and credit growth.

NU MELI
Mint Incorporation Soars 33% on Premarket Surge, Volume Hits 14x Float
Markets Daniel Marsh

Mint Incorporation Soars 33% on Premarket Surge, Volume Hits 14x Float

Mint Incorporation shares surged 33% in premarket trading, with volume 14 times its public float, signaling extreme volatility amid pending robotics acquisitions.

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Nvidia's $373B Surge Meets Earnings Test as Forward P/E Hits Decade Low
Markets Daniel Marsh

Nvidia's $373B Surge Meets Earnings Test as Forward P/E Hits Decade Low

Nvidia added $373 billion in market value over five sessions but lost $69 billion before Monday's open. The forward P/E ratio has fallen to about 19, the lowest in over ten years.

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