Delta Air Lines Stock Tumbles as Oil Surge Reignites Fuel Cost Concerns
Markets Daniel Marsh

Delta Air Lines Stock Tumbles as Oil Surge Reignites Fuel Cost Concerns

Delta shares dropped 5.1% as oil prices surged, reviving fears over jet fuel costs and testing the airline's margin guidance. The market now looks to Delta's quarterly report for evidence that fare increases and capacity cuts can manage rising expenses.

DAL UAL AAL
Webull Stock Jumps 12% on Heavy Call Options Volume After FINRA Rule Change
Markets Daniel Marsh

Webull Stock Jumps 12% on Heavy Call Options Volume After FINRA Rule Change

Webull shares climbed 11.9% to $6.16 on heavy call options volume, driven by FINRA's rule change eliminating the $25,000 day-trading minimum for small accounts.

BULL
Bloom Energy Stock Tumbles as Crusoe Halts Major Data Center Project
Markets Daniel Marsh

Bloom Energy Stock Tumbles as Crusoe Halts Major Data Center Project

Bloom Energy shares plunged over 9% after Crusoe paused its 1.8GW Cheyenne data center project, fueling doubts about the speed of fuel-cell pipeline monetization. Oracle's earnings are the next key catalyst.

BE ORCL AEP
Battalion Oil Rockets 51% on Record Volume Ahead of Annual Meeting
Markets Daniel Marsh

Battalion Oil Rockets 51% on Record Volume Ahead of Annual Meeting

Battalion Oil shares soared 51% to $1.98 on record volume of 120 million shares, driven by speculation around its Monument Draw drilling plan and refinancing talks.

BATL
Ambev ADR Steady at $3.12 as Focus Shifts to Interest-on-Capital Payouts and Q2 Earnings
Markets Daniel Marsh

Ambev ADR Steady at $3.12 as Focus Shifts to Interest-on-Capital Payouts and Q2 Earnings

Ambev's ADR trades near $3.12 as the market eyes interest-on-capital payouts and Q2 results, with caution after May's rally.

Fermi Stock Surges on OpenAI Data Center Speculation, Tenant Uncertainty Remains
Markets Daniel Marsh

Fermi Stock Surges on OpenAI Data Center Speculation, Tenant Uncertainty Remains

Fermi Inc. shares surged 24% to $6.99 on heavy volume after OpenAI's Ohio data center plans fueled speculation, but the company still lacks tenant agreements and revenue.

FRMI NVDA
Grab Shares Edge Higher as Taiwan Deal Nears Regulatory Verdict
Regulation James Calloway

Grab Shares Edge Higher as Taiwan Deal Nears Regulatory Verdict

Grab shares edged up 0.5% to $3.315 after detailing partner commitments for its $600 million foodpanda Taiwan acquisition, a deal that could add $60 million to adjusted EBITDA in 2028.

GRAB
T1 Energy Stock Tumbles 8% on Short-Seller Report Alleging Tax Credit Issues
Markets Daniel Marsh

T1 Energy Stock Tumbles 8% on Short-Seller Report Alleging Tax Credit Issues

T1 Energy shares dropped nearly 8% after Fuzzy Panda Research released a short report alleging $65 million in Q1 solar-cell purchases from Trina Solar, casting doubt on tax credit eligibility.

TE
Constellation Energy Slips Amid AI-Power Stock Selloff Despite Three Mile Island Progress
Markets Daniel Marsh

Constellation Energy Slips Amid AI-Power Stock Selloff Despite Three Mile Island Progress

Constellation Energy shares fell 3.3% despite FERC approval for the Crane Clean Energy Center, as AI-linked power stocks faced broad selling. NRC decision in September is key.

CEG VST GEV SPY MSFT
Caterpillar's Slide Weighs on Dow as AI Optimism Fades
Markets Daniel Marsh

Caterpillar's Slide Weighs on Dow as AI Optimism Fades

Caterpillar shares tumbled 6.2%, pulling the Dow down as investors fled industrials on inflation and tariff worries. Focus shifts to its record backlog and AI-driven power demand.

CAT DE CMI PCAR
MARA Holdings Drops 3.9% as Crypto Mining Sector Faces Broad Selloff
Crypto Sarah Chen

MARA Holdings Drops 3.9% as Crypto Mining Sector Faces Broad Selloff

MARA Holdings shares slid 3.9% to $12.79, lagging Bitcoin's bounce above $62,000, as the crypto mining sector faced broad selling pressure amid tech weakness and energy cost concerns.

MARA RIOT CLSK IREN
UiPath Edges Up as ARR Growth Concerns Persist
Earnings James Calloway

UiPath Edges Up as ARR Growth Concerns Persist

UiPath shares recovered 1% after Tuesday's drop, but focus remains on Q2 ARR guidance of up to $1.934 billion, below consensus. First-time GAAP profitability and a $500M buyback offer some support.

PATH