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
Tesla Shares Slide 1.7% as Operating Margin Shrinks to 1.4%
Earnings James Calloway

Tesla Shares Slide 1.7% as Operating Margin Shrinks to 1.4%

Tesla shares dropped 1.7% on Friday, cutting market value to $1.09 trillion. Q2 operating margin fell to 1.4%, while revenue rose 26%.

TSLA
Micron Dips 0.3% as Q4 Guidance Tests High Bar for Margins
Earnings James Calloway

Micron Dips 0.3% as Q4 Guidance Tests High Bar for Margins

Micron shares dipped 0.3% on Friday despite strong Q3 results, as investors eye the September 30 report to justify an 86% gross margin forecast and $50B revenue guidance.

MU
Transocean Stock Rises as Cash Flow Gains Amid Heavy Debt Load
Markets Daniel Marsh

Transocean Stock Rises as Cash Flow Gains Amid Heavy Debt Load

Transocean shares gained 1.05% to $5.80 on Friday, buoyed by stronger Q2 cash flow, though a $5.1 billion debt burden and merger risks remain.

RIG VAL
NuScale Power Tumbles 4.6% as $4B Valuation Clashes with $75K Quarterly Revenue
Markets Daniel Marsh

NuScale Power Tumbles 4.6% as $4B Valuation Clashes with $75K Quarterly Revenue

NuScale Power (SMR) dropped 4.6% as investors weigh a $4B valuation against $75,000 quarterly revenue. The stock trades at $9.29 with a Hold rating.

SMR OKLO NNE CCJ
Bank of America Stock Rises on Rate Optimism, NII Hits $16B
Markets Daniel Marsh

Bank of America Stock Rises on Rate Optimism, NII Hits $16B

Bank of America shares gained 1.9% on Friday, driven by expectations of higher interest rates, as quarterly net interest income reached $16 billion.

BAC