JPMorgan's $50B Buyback Sets the Stage for Q2 Earnings Test
Markets Daniel Marsh

JPMorgan's $50B Buyback Sets the Stage for Q2 Earnings Test

JPMorgan Chase enters Q2 earnings with a $50B buyback authorization, offering a key metric for capital return capacity as the stock lags broader financials.

JPM XLF KBE SPY DIA
Disney (DIS) Lags S&P 500 as Toy Story 5 and Parks Demand Take Center Stage
Markets Daniel Marsh

Disney (DIS) Lags S&P 500 as Toy Story 5 and Parks Demand Take Center Stage

Disney (DIS) shares rose 3.96% on the final trading day before the holiday but ended the week up just 0.7%, trailing the S&P 500. Toy Story 5 crosses $623M globally, but parks unit remains key for investors.

DIS NFLX CMCSA
Trump Crypto Empire Reaps $1.4B While Most Traders Face Losses
Crypto Sarah Chen

Trump Crypto Empire Reaps $1.4B While Most Traders Face Losses

New data shows Trump-linked crypto tokens led to $3.81 billion in losses across nearly a million wallets, while Trump personally earned $1.4 billion from family crypto projects.

DJT
Dow Hits Record as Nasdaq Breadth Weakens; Fed and Earnings in Focus
Markets Daniel Marsh

Dow Hits Record as Nasdaq Breadth Weakens; Fed and Earnings in Focus

The Dow rose to a new record Thursday, but the Nasdaq slipped as chip stocks declined. Market breadth weakened, and traders await Fed minutes and key earnings for direction.

AAPL NVDA SNDK TSLA DAL PEP SCHW MFC TFC
Bloom Energy Ascends to Large-Cap Status with $25B AI Power Deal
Markets Daniel Marsh

Bloom Energy Ascends to Large-Cap Status with $25B AI Power Deal

Bloom Energy (BE) joins the Russell 1000 after a $25B AI power-financing deal with Brookfield, marking its shift to large-cap growth status.

BE BAM
GE Vernova's Weekly Gains Narrow as Q2 Earnings Approach
Markets Daniel Marsh

GE Vernova's Weekly Gains Narrow as Q2 Earnings Approach

GE Vernova (GEV) closes the holiday week up 6.5% but shares fell 5.3% over two sessions, narrowing the cushion to Bernstein's $1,206 target ahead of Q2 earnings.

GEV XLU ETN VRT PWR XLI
CoreWeave stock slides on Meta cloud threat concerns
Markets Daniel Marsh

CoreWeave stock slides on Meta cloud threat concerns

CoreWeave shares dropped 15.36% over five sessions, erasing year-to-date gains, as Meta's reported AI-cloud plans spark concerns over customer reliance.

CRWV META NBIS NVDA MSFT
GTA VI Preorders Could Boost Take-Two Revenue by $240M-$360M, Analyst Says
Markets Daniel Marsh

GTA VI Preorders Could Boost Take-Two Revenue by $240M-$360M, Analyst Says

Take-Two Interactive shares rose 6.9% last week, outperforming the Nasdaq and S&P 500, as analysts highlight potential $240M-$360M in GTA VI preorder revenue.

TTWO EA RBLX
Goldman Sachs Edges Higher; EMEA M&A Lead Sets Stage for Q2 Report
Earnings James Calloway

Goldman Sachs Edges Higher; EMEA M&A Lead Sets Stage for Q2 Report

Goldman Sachs shares ended the holiday-shortened week nearly unchanged, as the bank's top ranking in EMEA M&A league tables and upcoming Q2 earnings draw investor focus.

GS JPM BAC C MS
AT&T Slides 9.4% on Starlink Fears, Dividend Yield Swells Ahead of Q2 Report
Markets Daniel Marsh

AT&T Slides 9.4% on Starlink Fears, Dividend Yield Swells Ahead of Q2 Report

AT&T (NYSE:T) fell 9.4% amid Starlink mobile concerns, with dividend yield rising above 5.4%. Q2 earnings on July 22 will test the bull case.

T VZ TMUS
Oklo Stock Faces DOE Milestone and $1.65B Short Interest
Markets Daniel Marsh

Oklo Stock Faces DOE Milestone and $1.65B Short Interest

Oklo shares ended the week at $52.36, up 4.7%, as the company awaits DOE approval for its Groves reactor. Short interest remains elevated at 19.29% of float, valued at $1.65 billion.

OKLO SMR LEU NNE LTBR
Oracle's $638B Backlog Fails to Halt 9-Day Slide, Stock Down 24%
Markets Daniel Marsh

Oracle's $638B Backlog Fails to Halt 9-Day Slide, Stock Down 24%

Oracle shares fell 23.9% over nine straight losing sessions, even as its $638 billion backlog exceeds market value. Heavy capex plans and funding needs weigh on the stock.

ORCL