Palantir's $400B Valuation Nears as Earnings Test Looms on Aug 3
Earnings James Calloway

Palantir's $400B Valuation Nears as Earnings Test Looms on Aug 3

Palantir (PLTR) rises 2.6% as market cap nears $400B ahead of Aug 3 earnings. Revenue, margin, and dilution will test its premium AI valuation.

PLTR SNOW NOW
Pfizer's 7% Dividend Yield Attracts Income Seekers Amid Market Turmoil
Earnings James Calloway

Pfizer's 7% Dividend Yield Attracts Income Seekers Amid Market Turmoil

Pfizer (PFE) added 1.28% in post-market trading Monday, outperforming the broader market as investors rotated into defensive stocks amid geopolitical tensions and a tech selloff.

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AMC's $200M Rescue: A Costly Bridge to 2029
Markets Daniel Marsh

AMC's $200M Rescue: A Costly Bridge to 2029

AMC's $200 million share sale buys time but costs more in fees than a year of interest savings, highlighting persistent balance sheet challenges.

AMC DIS CNK
NIO Gains 3.1% After Goldman Upgrade; Focus Shifts to $15.2 Billion Cash-Flow Turnaround
Markets Daniel Marsh

NIO Gains 3.1% After Goldman Upgrade; Focus Shifts to $15.2 Billion Cash-Flow Turnaround

Goldman Sachs upgraded NIO to Buy, citing a $15.2 billion yuan cash-flow turnaround in 2026. Shares closed 3.1% higher at $4.93.

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S&P 500 Tech Dip Masks Rotation to Financials as Bank Earnings Loom
Markets Daniel Marsh

S&P 500 Tech Dip Masks Rotation to Financials as Bank Earnings Loom

The S&P 500 dropped 0.8% as tech and chip stocks tumbled, but the equal-weight version slipped just 0.03%, signaling a rotation into financials ahead of bank earnings.

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Western Digital Tumbles 5% as Wall Street Splits on AI Storage Cycle
Markets Daniel Marsh

Western Digital Tumbles 5% as Wall Street Splits on AI Storage Cycle

Western Digital shares dropped 5% amid a chip selloff, as a $240 gap between Citi and UBS price targets highlights Wall Street's split on AI storage sustainability.

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AI Memory Stocks Slide as Scarcity Premium Erodes
Technology Sarah Chen

AI Memory Stocks Slide as Scarcity Premium Erodes

AI memory and storage stocks dropped 7.2% Monday, nearly double the decline in compute names, signaling fading confidence in sustained scarcity-driven profits.

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Space Stocks Shed $89 Billion as Chinese Reusable Rocket Test Rattles Sector
Markets Daniel Marsh

Space Stocks Shed $89 Billion as Chinese Reusable Rocket Test Rattles Sector

A basket of space stocks dropped 5.9% on Monday, erasing $89 billion in market value, as China's reusable rocket test and rising oil prices fueled investor concerns.

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Rocket Lab's Decline Nears Collar Trigger in Iridium Deal
Markets Daniel Marsh

Rocket Lab's Decline Nears Collar Trigger in Iridium Deal

Rocket Lab shares dropped 5.4% to $76.65, nearing the $67.50 collar floor that would freeze Iridium's exchange ratio at 0.4000 and potentially cut the deal value.

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Broadcom Insider Sales Reach $29.9 Million: A Closer Look at the Filing Trail
Markets Daniel Marsh

Broadcom Insider Sales Reach $29.9 Million: A Closer Look at the Filing Trail

Broadcom insiders have filed for $29.9 million in stock sales since June, with $19.9 million completed and a $10 million proposal pending.

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Wall Street Dips as Chip Rout and Oil Surge Split Markets
Markets Daniel Marsh

Wall Street Dips as Chip Rout and Oil Surge Split Markets

U.S. stocks fell Monday as the PHLX Semiconductor Index plunged 4.8%, while oil surged 9% on Strait of Hormuz tensions, splitting market performance. The S&P 500 dropped 0.8%, but the equal-weight index barely moved.

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Nasdaq's 1.4% Slide Overshadows Dow's Modest Dip Amid Oil Surge
Markets Daniel Marsh

Nasdaq's 1.4% Slide Overshadows Dow's Modest Dip Amid Oil Surge

The Dow closed down 0.26%, but the Nasdaq dropped 1.41% as oil's 9.4% surge fueled inflation fears. Over 65% of Nasdaq stocks ended lower.

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