Social Security COLA for 2027 Could Add Up to $63 Billion in Payments
Economy Daniel Marsh

Social Security COLA for 2027 Could Add Up to $63 Billion in Payments

Projected 2027 Social Security COLA of 3.6% to 3.8% adds $59.6-$63 billion to annual payments, with monthly checks rising $74-$75 on average.

SPY TLT GLD USO
Tetragon Boosts UiPath Stake by 21% Amid ARR Growth Challenges
Earnings James Calloway

Tetragon Boosts UiPath Stake by 21% Amid ARR Growth Challenges

Tetragon Financial Group raised its UiPath stake by 21% to 6.8%, adding 5.45 million shares. UiPath faces an ARR growth gap of $129 million in H2, with agentic AI deals potentially boosting revenue.

PATH
UnitedHealth and Elevance Health Q2 Beats: How Much Upside Made It Into Guidance?
Earnings James Calloway

UnitedHealth and Elevance Health Q2 Beats: How Much Upside Made It Into Guidance?

UnitedHealth raised its 2026 EPS floor by $1.25 after a $1.48 beat, while Elevance added just $0.25 after a $1.24 beat, highlighting a key divergence in guidance quality.

UNH ELV
AST SpaceMobile's $1B Convertible Bond Bolsters Liquidity by 4.4%
Markets Daniel Marsh

AST SpaceMobile's $1B Convertible Bond Bolsters Liquidity by 4.4%

AST SpaceMobile (ASTS) sets terms for $1B convertible bond, raising pro-forma liquidity to $3.61B, but only a 4.4% gain from March after a $735.9M Q2 drop.

ASTS
Ondas Shares Surge as DZYNE Sellers Clear 40 Million-Share Block
Markets Daniel Marsh

Ondas Shares Surge as DZYNE Sellers Clear 40 Million-Share Block

Ondas shares spiked on volume that allows DZYNE's former owners to sell a 40 million-share block, possibly clearing a key overhang. The transaction involves up to 85 million shares and a deferred payout.

ONDS RCAT AVAV
Nu Holdings Taps Chanes to Lead LatAm as Mexico Deposits Outpace Customer Share
Earnings James Calloway

Nu Holdings Taps Chanes to Lead LatAm as Mexico Deposits Outpace Customer Share

Nu Holdings (NYSE:NU) puts Livia Chanes in charge of Latin American operations as Mexico's deposit share (14%) exceeds its customer share (11%), signaling a shift from growth to monetization.

NU
American Airlines Q2 Earnings at Risk from $221 Million Fuel Cost Gap
Earnings James Calloway

American Airlines Q2 Earnings at Risk from $221 Million Fuel Cost Gap

American Airlines faces a $221 million fuel cost swing in Q2, with actual prices exceeding its April forecast. The carrier's earnings, due July 23, hinge on revenue recovery and cost management.

AAL UAL
DCC Bid Sweetened by Conditional Payout, Yet New Buyers Face 4.4% Spread
Markets Daniel Marsh

DCC Bid Sweetened by Conditional Payout, Yet New Buyers Face 4.4% Spread

DCC's revised takeover proposal from KKR and Energy Capital Partners adds a conditional £1.25 per share tied to the sale of Nexora, but new buyers miss the 147.22p dividend, limiting the maximum value to £66.50.

KKR
Lloyds Buyback Nears 72% Completion as Shares Trade Near Double Book Value
Markets Daniel Marsh

Lloyds Buyback Nears 72% Completion as Shares Trade Near Double Book Value

Lloyds Banking Group has deployed about 72% of its £1.75 billion buyback, paying an average 111.64p per share, nearly double its tangible book value of 57.9p.

HSBC's Hong Kong Rate Boost Supports $46 Billion Income Target
Earnings James Calloway

HSBC's Hong Kong Rate Boost Supports $46 Billion Income Target

HSBC gains a rate cushion as one-month HIBOR rises 32.8 bps above its preferred range, supporting its $46 billion income target.

HSBC
Rolls-Royce Buyback Momentum Slows Ahead of Key July 30 Cash Report
Analysis Daniel Marsh

Rolls-Royce Buyback Momentum Slows Ahead of Key July 30 Cash Report

Rolls-Royce has used 45% of its £2.3 billion buyback, with shares sliding to 1,376.2p. Berenberg retains a Buy rating as traffic data shows the engine maker outpacing rivals Safran and MTU.

RR MTX
Experian Shares Dip as B2B Drives 92% of Q1 Growth, Consumer Weakens
Earnings James Calloway

Experian Shares Dip as B2B Drives 92% of Q1 Growth, Consumer Weakens

Experian posted 7% organic revenue growth in Q1, but North American Consumer Services shrank 2%. B2B drove 92% of implied growth, up from 78% last year. Shares fell 2.1%.