Nu Holdings Gains Despite Citi Downgrade; Focus Shifts to Q2 Credit Metrics
Markets Daniel Marsh

Nu Holdings Gains Despite Citi Downgrade; Focus Shifts to Q2 Credit Metrics

Nu Holdings shares rose despite a Citigroup downgrade to Neutral, with Q2 credit quality and margins now the key focus for investors.

NU
Archer Aviation Rises 9% on Broad Market Rally, FAA Progress Key
Markets Daniel Marsh

Archer Aviation Rises 9% on Broad Market Rally, FAA Progress Key

Archer Aviation shares surged 9.25% to $5.55 on Monday, driven by a broad market rally rather than company-specific news, with investors watching FAA certification and Q2 results.

ACHR
SLBT Shares Surge After Volatile Nasdaq Start; SPAC Risks Remain
IPO Michael Okonkwo

SLBT Shares Surge After Volatile Nasdaq Start; SPAC Risks Remain

SLBT jumped to $18.90 in early Tuesday trading after a 42.59% decline on its Nasdaq debut, driven by liquidity and momentum as investors digest the SPAC merger and PIPE financing.

Wall Street Futures Steady Ahead of Fed Rate Decision
Markets Daniel Marsh

Wall Street Futures Steady Ahead of Fed Rate Decision

U.S. stock futures held steady Tuesday as investors await the Federal Reserve's rate decision, following a strong rally driven by lower oil prices and reduced geopolitical risks.

DIA SPY QQQ USO GLD
Substack Expands into Brand Sponsorships, Hires Ex-Roku Executive
Technology Sarah Chen

Substack Expands into Brand Sponsorships, Hires Ex-Roku Executive

Substack hires Dan Robbins as first head of brand sponsorships, with Uber, T-Mobile, Balenciaga, and Yahoo Scout investing millions in creator deals, marking a shift from subscription-only revenue.

UBER
Fox Stock Plunges 17% on $22B Roku Acquisition, Investor Skepticism Mounts
Markets Daniel Marsh

Fox Stock Plunges 17% on $22B Roku Acquisition, Investor Skepticism Mounts

Fox shares tumbled 16.8% after agreeing to acquire Roku for $22 billion. The deal raises concerns about debt, dilution, and execution risks.

FOXA FOX ROKU
Shell Shares Dip as Oil Price Decline and Buyback Pause Weigh
Markets Daniel Marsh

Shell Shares Dip as Oil Price Decline and Buyback Pause Weigh

Shell shares declined 0.32% in London as Brent crude fell to a three-month low and the company paused its $3 billion buyback ahead of the ARC Resources acquisition, removing near-term support.

SHEL BP USO
Ondas Shares Edge Higher Amid Resale Registration Filing
Markets Daniel Marsh

Ondas Shares Edge Higher Amid Resale Registration Filing

Ondas shares climbed 1.93% to $9.51 despite a resale filing for 6.07M shares from acquisitions. Focus now shifts to Q2 results to gauge order-to-revenue conversion and cash burn.

ONDS
Super Micro Shares Stabilize After $3.68B Convertible Offering
Technology Sarah Chen

Super Micro Shares Stabilize After $3.68B Convertible Offering

Super Micro Computer shares steadied at $30.85 after a $3.68 billion convertible preferred offering. Investors now await fiscal Q4 results to assess AI order conversion and margin strength.

SMCI
UiPath Edges Up as AI Optimism Tempered by Execution Doubts
Analysis Daniel Marsh

UiPath Edges Up as AI Optimism Tempered by Execution Doubts

UiPath shares rose 2.27% to $10.79 Monday but are down 34.17% in 2026. Analysts hold a 'Hold' consensus, citing AI demand and ARR growth, but execution risk persists.

PATH
Western Digital Shares Surge on Morgan Stanley Upgrade, AI Storage Demand
Technology Sarah Chen

Western Digital Shares Surge on Morgan Stanley Upgrade, AI Storage Demand

Western Digital shares surged 16% after Morgan Stanley lifted its price target to $650, citing strong nearline enterprise storage demand and AI-driven HDD pricing power.

WDC
Fiserv Shares Tumble as CEO Lyons Departs, New Leader Steps In
Markets Daniel Marsh

Fiserv Shares Tumble as CEO Lyons Departs, New Leader Steps In

Fiserv shares plunged 10.9% to a 52-week low after CEO Mike Lyons resigned, with Takis Georgakopoulos stepping in. Despite reaffirmed 2026 guidance, investor skepticism remains high.

FISV