Mortgage Rates at 6.71%: The Real Cost of Crossing the 6% Threshold
Economy Daniel Marsh

Mortgage Rates at 6.71%: The Real Cost of Crossing the 6% Threshold

Freddie Mac's 30-year mortgage rate rose to 6.71%, adding $1,933 a year to the median homebuyer's payment. Housing demand stays stable but faces headwinds.

SPY
UiPath Shares Tumble 17% as Guidance Lift Masks Tepid H2 Outlook
Earnings James Calloway

UiPath Shares Tumble 17% as Guidance Lift Masks Tepid H2 Outlook

UiPath shares fell 16.63% on Friday despite a Q2 revenue beat, as the company's full-year guidance raise adds just $244K to the second-half midpoint.

PATH
Foxconn August Sales Soar 52% on AI Server Demand
Earnings James Calloway

Foxconn August Sales Soar 52% on AI Server Demand

Hon Hai Precision's August revenue surged 52% YoY to NT$921.77 billion, powered by AI server demand. The company sees Q3 beating expectations with a low September bar.

AAPL
Flex's $4.4B EPC Power Deal: High Stakes, Unclear Financing
Markets Daniel Marsh

Flex's $4.4B EPC Power Deal: High Stakes, Unclear Financing

Flex's $4.4B EPC Power acquisition boosts market value but leaves financing details vague, with projected 30% EBITDA margin drawing attention.

FLEX NVDA
POET Technologies Stock Surges on Shenzhen Showcase, But Revenue Questions Loom
Analysis Daniel Marsh

POET Technologies Stock Surges on Shenzhen Showcase, But Revenue Questions Loom

POET Technologies shares rose 8% on its Shenzhen showcase announcement, adding $102M in market value, yet Q2 revenue was just $569,925. The market weighs the company's order book against its modest sales.

POET NVDA GLW
Datavault AI Plunges 25%, Nasdaq Compliance at Risk
Markets Daniel Marsh

Datavault AI Plunges 25%, Nasdaq Compliance at Risk

Datavault AI shares tumbled 25% to $0.2041, pushing the company further from Nasdaq's $1 minimum bid. A 390% rally is required for compliance, while revenue targets remain ambitious.

DVLT
NIO Shares Slide 10% as September Delivery Target Looms Large
Earnings James Calloway

NIO Shares Slide 10% as September Delivery Target Looms Large

NIO shares dropped 10% as investors demand proof that September deliveries can meet guidance, despite strong Q2 revenue growth and a slim adjusted profit.

NIO
SK hynix ADS Premium Hits 46%, Signaling $405B Valuation Gap
Analysis Daniel Marsh

SK hynix ADS Premium Hits 46%, Signaling $405B Valuation Gap

SK hynix ADS jumped 8.1% to $177, trading at a 46% premium to Seoul shares. The gap implies a $405B valuation difference, with Solidigm review and buyback in focus.

MU INTC
SK hynix ADS Soars 8% Yet Trades at 46% Premium to Seoul Shares
Markets Daniel Marsh

SK hynix ADS Soars 8% Yet Trades at 46% Premium to Seoul Shares

SK hynix ADS jumped 8.1% to $177, trading 46% above its Seoul equivalent, implying a $405B valuation gap. Solidigm strategic review adds uncertainty.

INTC MU SSNLF
Trade Desk Shares Slide 4.4% on 15% Job Cuts; Cost Savings Unclear
Earnings James Calloway

Trade Desk Shares Slide 4.4% on 15% Job Cuts; Cost Savings Unclear

Trade Desk shares dropped 4.4% after announcing 15% job cuts. Restructuring charges estimated at $39M-$51M, but the company did not disclose expected annual savings.

TTD GOOGL AMZN
Blue Owl's $6.5B Data-Center REIT Plan Raises Fee Questions
Markets Daniel Marsh

Blue Owl's $6.5B Data-Center REIT Plan Raises Fee Questions

Blue Owl Capital (OWL) fell 0.8% after reports of a $6.5B data-center REIT plan. The seed equals 35.3% of its digital-infrastructure AUM, but fee details remain unclear.

OWL
BNB Steadies Near $727 as EU License Uncertainty Grows
Crypto Sarah Chen

BNB Steadies Near $727 as EU License Uncertainty Grows

BNB holds near $727 as Binance's EU license gap persists, but the exchange's dominant global spot share and small euro footprint keep traders calm.

COIN