Tesla Surges Past $400 on China Sales Rebound and J.P. Morgan Upgrade
Technology Sarah Chen

Tesla Surges Past $400 on China Sales Rebound and J.P. Morgan Upgrade

Tesla shares surged past $400 after strong China sales and a J.P. Morgan upgrade, but a lofty P/E ratio of 378 raises caution.

TSLA QQQ GOOGL
Ondas Shares Dip Amid Short Interest and Dilution Fears Despite Navy Deal
Markets Daniel Marsh

Ondas Shares Dip Amid Short Interest and Dilution Fears Despite Navy Deal

Ondas shares slipped 0.5% to $10.38 as a $4.8M Navy balloon contract and $110M in Q2 orders face headwinds from high short interest and dilution fears.

ONDS
Archer Aviation Rebounds as FAA Approval Path and Cash Burn Remain Key Concerns
Technology Sarah Chen

Archer Aviation Rebounds as FAA Approval Path and Cash Burn Remain Key Concerns

Archer Aviation shares bounced back 4.2% to $5.77 after a 13.2% decline, with progress in FAA certification but heavy losses and cash burn keeping risks high.

ACHR JOBY EVTL
Optical Cable Shares Soar 64% on Q2 Profit, But Fiber Shortages Loom
Earnings James Calloway

Optical Cable Shares Soar 64% on Q2 Profit, But Fiber Shortages Loom

OCC shares surged 64% after Q2 profit on 26.6% higher sales, but fiber shortages and cost pressures pose risks.

OCC
Galaxy Digital Surges on AI Data Center Value Shift
Markets Daniel Marsh

Galaxy Digital Surges on AI Data Center Value Shift

Galaxy Digital shares surged 23.6% to $31.07 after CEO Mike Novogratz stated its AI data center now represents over half the company's value, shifting focus from crypto.

GLXY COIN BTBT
Nu Holdings Slides 3.1% as CFO Exit and Rising Credit Costs Overshadow $1B Buyback
Markets Daniel Marsh

Nu Holdings Slides 3.1% as CFO Exit and Rising Credit Costs Overshadow $1B Buyback

Nu Holdings shares fell 3.1% to $11.60 as BofA downgraded the stock to Underperform, citing CFO transition risks and rising credit costs, overshadowing a $1 billion buyback.

NU
Inno Stock Surges 20-Fold on AI Deal, but Risks Loom
Markets Daniel Marsh

Inno Stock Surges 20-Fold on AI Deal, but Risks Loom

Inno Holdings stock soared nearly 20x to $20.97 on a $3M AI deal for used phones, but a $60M at-the-market offering and going-concern doubts temper the rally.

INHD
Emirates Cuts A380 Service on 10 Routes as Fuel Costs and Airspace Issues Hit Airlines
Markets Daniel Marsh

Emirates Cuts A380 Service on 10 Routes as Fuel Costs and Airspace Issues Hit Airlines

Emirates cuts A380 flights on 10 routes as fuel costs and airspace issues pressure airlines. IATA lowers 2026 profit forecast to $23 billion, with capacity cuts and higher fares expected.

UAL LUV DAL AAL JBLU
Microsoft's $37B AI Revenue Run Rate Faces Cost Scrutiny
Technology Sarah Chen

Microsoft's $37B AI Revenue Run Rate Faces Cost Scrutiny

Microsoft shares slipped 1.5% as the market debates whether its $37 billion AI revenue run rate can outpace rising costs from heavy infrastructure investment.

MSFT NVDA AMZN GOOGL
Cerebras Surges 20% as Analysts Initiate Coverage, Highlighting AI Inference Demand
IPO Michael Okonkwo

Cerebras Surges 20% as Analysts Initiate Coverage, Highlighting AI Inference Demand

Cerebras shares surged 20% to $241.44 after analysts initiated coverage post-IPO, highlighting rapid demand for AI inference and key partnerships. Needham set a $300 target, with average analyst forecast at $295.

NVDA AMD INTC SMH
Gold Holds Near $4,344 as Ceasefire Hopes Offset Fed Rate Worries
Commodities Rebecca Torres

Gold Holds Near $4,344 as Ceasefire Hopes Offset Fed Rate Worries

Gold steadied near $4,344 as ceasefire hopes offset pressure from a strong U.S. jobs report. Goldman Sachs now expects no Fed cuts until 2027.

GLD SLV USO UNG
ASML Hits Record Market Cap in Europe; Broadcom Decline Highlights AI Risks
Technology Sarah Chen

ASML Hits Record Market Cap in Europe; Broadcom Decline Highlights AI Risks

ASML set a new European market value record at $691.8 billion, fueled by analyst upgrades and AI chip demand. Broadcom's stock slumped as investors sought higher AI growth.

ASML AVGO TSM INTC