Jet.AI Shares Slide Despite Reverse Takeover Proposal; Valuation Based on Expanded Share Count
Markets Daniel Marsh

Jet.AI Shares Slide Despite Reverse Takeover Proposal; Valuation Based on Expanded Share Count

Jet.AI shares dropped 12.5% as investors question a $10 per share reverse takeover valuation, which relies on a share count that increased 38% since May.

JTAI FLYX AIIA
Alibaba Surges $17B on Apple AI Deal, but Revenue Path Unclear
Technology Sarah Chen

Alibaba Surges $17B on Apple AI Deal, but Revenue Path Unclear

Alibaba's stock surged 6.2% after China approved Apple Intelligence, integrating Alibaba's Qwen AI into Apple's OS. The $16.7B market cap gain highlights investor optimism, but revenue details remain elusive.

BABA AAPL BIDU
CleanSpark's $6.6B Lease Deal Puts $2.1B Construction Funding to the Test
Markets Daniel Marsh

CleanSpark's $6.6B Lease Deal Puts $2.1B Construction Funding to the Test

CleanSpark shares gave back most of an early 10.5% gain as the market weighed a $6.6B lease against a $2.1B construction bill, testing the company's ability to secure project financing.

CLSK HUT WULF
Bitmine's $482M Cash Pile Nears Cost to Reach 5% Ether Goal
Crypto Sarah Chen

Bitmine's $482M Cash Pile Nears Cost to Reach 5% Ether Goal

Bitmine's cash and marketable securities of $482 million nearly equal the $482.2 million needed to bridge its Ether holdings to 5% of supply, posing a key capital allocation decision.

BMNR
Retirement savings gap widens as US workers tap plans
Analysis Daniel Marsh

Retirement savings gap widens as US workers tap plans

A Schroders survey reveals 51% of US workers expect to retire with under $500,000, as 27% cut contributions or borrowed from plans. The target nest egg dropped to $1.2 million.

ALV CRBG
Apple Gets China Nod for AI as iPhone Shipments Surge 24%
Regulation James Calloway

Apple Gets China Nod for AI as iPhone Shipments Surge 24%

China approves Apple Intelligence after Q2 iPhone shipments in mainland China rise 24.4%, defying a 4.3% market decline. Apple's stock reaches a new high.

AAPL BABA BIDU MS
BlackRock's Record $15.3 Trillion AUM Masks HPS Deal Earnings Boost
Earnings James Calloway

BlackRock's Record $15.3 Trillion AUM Masks HPS Deal Earnings Boost

BlackRock hits $15.3 trillion in assets, but Q2 earnings were lifted by the HPS deal; organic growth will be key from Q3 onward. Shares rose 6.8%.

BLK
J&J's Q2 Growth Largely Relies on Two Key Drugs
Earnings James Calloway

J&J's Q2 Growth Largely Relies on Two Key Drugs

Johnson & Johnson's Q2 sales growth was almost entirely driven by Tremfya and Darzalex, raising concerns about portfolio depth. MedTech missed estimates.

JNJ
Intel's Dual Production Strategy Mitigates High-NA EUV Investment Risk
Technology Sarah Chen

Intel's Dual Production Strategy Mitigates High-NA EUV Investment Risk

Intel has started volume production of Panther Lake chips using ASML's High-NA EUV system, but the chips are also qualified on older tools, reducing risk. Foundry losses remain high ahead of Q2 results.

INTC ASML
Zhongji Innolight's $7B Hong Kong IPO Nears Regulatory Nod
IPO Michael Okonkwo

Zhongji Innolight's $7B Hong Kong IPO Nears Regulatory Nod

Zhongji Innolight is set to launch a $7 billion Hong Kong IPO, pending regulatory approval, which could dilute existing shareholders by up to 6.4%.

Angelini Completes $4.1B Acquisition of Catalyst Pharmaceuticals
Markets Daniel Marsh

Angelini Completes $4.1B Acquisition of Catalyst Pharmaceuticals

Angelini finalized its $4.1 billion acquisition of Catalyst Pharmaceuticals, paying $31.50 per share in cash, valuing the company at 9x 2026 EBITDA.

CPRX JPM
SoFi Faces Margin Hurdle to Meet 2026 Profit Goal
Earnings James Calloway

SoFi Faces Margin Hurdle to Meet 2026 Profit Goal

SoFi must achieve a 37.7% adjusted EBITDA margin in the second half of 2026 to meet its full-year profit target. Q2 results on July 29 will be crucial.

SOFI