Opendoor's Acquisition Pace Outpaces Mortgage Demand as Rates Climb
Markets Daniel Marsh

Opendoor's Acquisition Pace Outpaces Mortgage Demand as Rates Climb

Opendoor's acquisition contracts rose 3% last week, while mortgage demand dropped 7% as rates hit 6.65%, creating a 10-point gap that could pressure margins.

OPEN
Intel's High-NA EUV Milestone: A $400 Million Bet on Manufacturing Edge
Technology Sarah Chen

Intel's High-NA EUV Milestone: A $400 Million Bet on Manufacturing Edge

Intel achieves a manufacturing first with High-NA EUV on Panther Lake, but the steep $400 million tool price and limited external foundry revenue highlight the financial challenges ahead.

INTC ASML SOXX
GE Aerospace Raises 2026 Cash Flow Forecast; Working Capital Drives Q2 Growth
Earnings James Calloway

GE Aerospace Raises 2026 Cash Flow Forecast; Working Capital Drives Q2 Growth

GE Aerospace lifted its 2026 free cash flow forecast to $8.9-$9.2 billion after Q2 cash flow surged 43%, though working capital accounted for nearly all the improvement.

GE
United Airlines Tests Premium Economy Row with Blocked Middle Seats on A321XLRs
Earnings James Calloway

United Airlines Tests Premium Economy Row with Blocked Middle Seats on A321XLRs

United Airlines will block middle seats on 50 incoming A321XLR jets, creating a four-seat premium row. The airline needs 1.5x revenue per seat to match standard rows, as fuel costs surged 84% in Q2.

UAL
Red Robin Shutters Cary Location Ahead of $96M Debt Restructuring
Markets Daniel Marsh

Red Robin Shutters Cary Location Ahead of $96M Debt Restructuring

Red Robin (RRGB) closed its Cary, NC restaurant and sold the site for $3.3M as the company approaches a $96M debt reset. The refranchising plan could cut debt by over half.

RRGB
Retirement Savings Target Drops to $1.2M as Plan Borrowing Surges 59%
Economy Daniel Marsh

Retirement Savings Target Drops to $1.2M as Plan Borrowing Surges 59%

Americans now target $1.2 million for retirement, down from $1.28 million, as 401(k) borrowing surges 59% and contribution rates fall, per Schroders.

SPY
MTY Food Group to Close 29% of Corporate Stores, Exiting Papa Murphy's Operations
Earnings James Calloway

MTY Food Group to Close 29% of Corporate Stores, Exiting Papa Murphy's Operations

MTY Food Group will close 68 corporate stores (29% of its company-run sites), including 45-50 Papa Murphy's outlets, to address ongoing losses and improve profitability.

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