UiPath Short Interest at 29% as Q2 ARR Guidance Nears $2B
Earnings James Calloway

UiPath Short Interest at 29% as Q2 ARR Guidance Nears $2B

UiPath shares fell nearly 1% to $18.15 as short interest hits 29% ahead of earnings. Investors eye ARR guidance near $1.93B.

PATH
Marvell Stock Plunges 10% as Google AI Revenue Slips to Fiscal 2029
Earnings James Calloway

Marvell Stock Plunges 10% as Google AI Revenue Slips to Fiscal 2029

Marvell Technology (MRVL) shares dropped 10.3% on Friday, wiping out $22 billion in market value after the company indicated that revenue from its Google partnership would not ramp until fiscal 2029.

MRVL GOOGL AVGO
Ambev Slips 0.7% Despite Strong Q2 Margin Expansion
Earnings James Calloway

Ambev Slips 0.7% Despite Strong Q2 Margin Expansion

Ambev (NYSE: ABEV) dipped 0.7% on Friday despite Q2 EBITDA margin climbing to 31.6%. Analysts stay cautious, but consensus target implies 15% upside.

Coeur Mining Shares Slide 4.9% as Precious Metals Retreat
Commodities Rebecca Torres

Coeur Mining Shares Slide 4.9% as Precious Metals Retreat

Coeur Mining dropped 4.9% Friday as gold and silver futures fell, erasing $1.1 billion in market value despite record production and cash flow.

CDE GLD SLV
B2Gold Reports Fatality at Masbate Mine; Operations Unaffected
Regulation James Calloway

B2Gold Reports Fatality at Masbate Mine; Operations Unaffected

B2Gold reported a worker death at its Masbate water-treatment plant, halting related work for investigation. Mining and processing continue, with Masbate contributing ~22% of 2026 production guidance.

BTG GLD
IREN Stock Tumbles 12.5% as AI Push Strains Financing
Markets Daniel Marsh

IREN Stock Tumbles 12.5% as AI Push Strains Financing

IREN shares dropped 12.5% as the company's $4 billion AI expansion faces a $6.4 billion financing challenge, despite AI Cloud revenue surpassing bitcoin mining for the first time.

IREN
Nvidia Stock Drops 4.6% on Margin Concerns, $252B Erased
Earnings James Calloway

Nvidia Stock Drops 4.6% on Margin Concerns, $252B Erased

Nvidia shares slid 4.6% on Friday, erasing $252B in market value, as investors weighed rising memory costs that could compress gross margins to 71-72% in Q4 despite record revenue.

NVDA AMD INTC
SpaceX Gains 0.5% as Capex Hits $18.4B, Valuation Reaches $1.86T
Markets Daniel Marsh

SpaceX Gains 0.5% as Capex Hits $18.4B, Valuation Reaches $1.86T

SpaceX shares edged up 0.45% to $141.50, boosting market cap to $1.86 trillion, as Q2 capex hit $18.4 billion and revenue soared 92%.

Intel Shares Slide 2.9% as AI Growth Fails to Offset Offering Dilution
Markets Daniel Marsh

Intel Shares Slide 2.9% as AI Growth Fails to Offset Offering Dilution

Intel shares dropped 2.85% to $89.47, erasing $13.9B in market cap, as the stock closed below its $95 offering price. Q2 revenue jumped 25% on strong AI demand, but analysts maintain a Hold rating.

INTC
PG&E Plummets 7.5% as Wildfire Liability Reform Fails
Markets Daniel Marsh

PG&E Plummets 7.5% as Wildfire Liability Reform Fails

PG&E (PCG) shares dropped 7.5% after California lawmakers rejected wildfire liability reform, wiping out $3 billion in market value.

PCG
DraftKings Posts $67.6M Loss Despite Record U.S. Open Handle
Earnings James Calloway

DraftKings Posts $67.6M Loss Despite Record U.S. Open Handle

DraftKings swung to a $67.6M loss in Q2 despite a record $13.1B handle, as revenue fell 5% and ARPU dropped 13%. The U.S. Open highlights the volume-profit gap.

DKNG
Netflix's 'Stranger Things' Spinoff Returns Sept. 17 as Ad Revenue Target Nears $3B
Earnings James Calloway

Netflix's 'Stranger Things' Spinoff Returns Sept. 17 as Ad Revenue Target Nears $3B

Netflix's animated spinoff returns Sept. 17 as Q2 revenue jumps 13% to $12.56B. Ad revenue forecast hits $3B for 2026, with shares up 2.35% Friday.

NFLX