Grab Board Exit Intensifies Focus on Taiwan Deal and Cash Position
Analysis Daniel Marsh

Grab Board Exit Intensifies Focus on Taiwan Deal and Cash Position

Grab shares fell in premarket trading following Dara Khosrowshahi's board resignation, which analysts link to the company's pending purchase of Delivery Hero's Taiwan business.

GRAB UBER
Ondas Shares Rise on DZYNE Deal, Lock-Up Details Emerge
Markets Daniel Marsh

Ondas Shares Rise on DZYNE Deal, Lock-Up Details Emerge

Ondas shares climbed 5.5% Monday after closing its $875.8 million acquisition of DZYNE Technologies, with 45 million shares locked up for six months and a raised 2026 revenue target of at least $525 million.

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Intel Dips Premarket Despite Sharp EPS Upgrade
Earnings James Calloway

Intel Dips Premarket Despite Sharp EPS Upgrade

Intel (INTC) dropped 4.7% premarket despite Q2 EPS estimates jumping 162.5% to $0.21. Analysts warn the stock has limited upside with average price targets below Monday's close.

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SoFi's Ambiguous Outlook: Analyst Targets Diverge by Full Share Price
Earnings James Calloway

SoFi's Ambiguous Outlook: Analyst Targets Diverge by Full Share Price

SoFi's analyst price targets span a $19 range, exceeding the stock price, as revenue estimates stay close to management's 2026 forecast ahead of July 29 Q2 earnings.

SOFI
Nvidia's Dip Pressures QQQ ETF as Kyber Rack Delay Rumors Swirl
Markets Daniel Marsh

Nvidia's Dip Pressures QQQ ETF as Kyber Rack Delay Rumors Swirl

Nvidia (NVDA) shares dipped in premarket trading, raising concerns for QQQ ETF holders as NVDA represents 7.62% of the fund. Mizuho dismissed Kyber rack delay rumors as clickbait.

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Nasdaq Futures Slip as Chip Stocks Weaken Ahead of Fed Minutes
Markets Daniel Marsh

Nasdaq Futures Slip as Chip Stocks Weaken Ahead of Fed Minutes

Nasdaq 100 futures dropped 1.04% early Tuesday as chip stocks slid, while Dow futures edged up, widening the gap between the two indices ahead of Fed minutes.

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AT&T Stock Gap to Analyst Targets Widens Amid Starlink Concerns
Markets Daniel Marsh

AT&T Stock Gap to Analyst Targets Widens Amid Starlink Concerns

AT&T shares hover near $20.58 as the gap to Wall Street's $30.39 average target widens, but Starlink fears and dividend yield dynamics keep investors cautious.

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American Airlines Stock Wavers as Fuel Cost Relief Fuels EPS Debate
Earnings James Calloway

American Airlines Stock Wavers as Fuel Cost Relief Fuels EPS Debate

American Airlines shares slipped in premarket trading Tuesday, diverging from a rising airline index as the market focuses on whether lower fuel costs are already priced in.

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SpaceX's Nasdaq-100 Debut Faces $4.3B Inflow Amid Valuation Split
IPO Michael Okonkwo

SpaceX's Nasdaq-100 Debut Faces $4.3B Inflow Amid Valuation Split

SpaceX joins the Nasdaq-100 on Tuesday, with JPMorgan estimating $4.3B in passive inflows. Analysts are split on valuation, with targets from $190 to $300.

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Opendoor Surges Past Analyst Targets as Options Activity Surges
Markets Daniel Marsh

Opendoor Surges Past Analyst Targets as Options Activity Surges

Opendoor shares closed above multiple analyst targets on Monday, fueled by heavy volume and surging options activity, as the market awaits second-quarter results.

OPEN
Rivian's $1.5B Share Sale Raises Dilution Concerns
Markets Daniel Marsh

Rivian's $1.5B Share Sale Raises Dilution Concerns

Rivian's 75 million-share offering, about 5.5% of its outstanding stock, could raise $1.51 billion. The news sent shares down 9% after hours despite an upward revision to delivery guidance.

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Vertex's $10B Cash Deal Narrows Crinetics' Merger Spread
Markets Daniel Marsh

Vertex's $10B Cash Deal Narrows Crinetics' Merger Spread

Crinetics shares traded at $83.60 premarket, just 1.7% below Vertex's $85 cash offer, as the $10 billion deal shifts focus from biotech fundamentals to merger arbitrage.

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