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7/28
12:01
Night View Capital Adds Atlassian (TEAM) to Portfolio, Citing Strategic AI Position
Investment management firm Night View Capital revealed in its Q2 2026 investor letter that it has made Atlassian Corporation (NASDAQ:TEAM) a new position. The firm believes Atlassian is strategically positioned in the AI landscape, as its software development tools will be central to the increased creation of AI-assisted software. Night View Capital stated that Atlassian, which sits at the center of how software is built, is a valuable holding for a decade defined by building more software.
12:01
Night View Capital Highlights ServiceNow (NOW) in Q2 Letter, Citing AI Adoption and Workflow Automation
Investment management firm Night View Capital highlighted ServiceNow, Inc. (NYSE:NOW) in its Q2 2026 investor letter, stating the company looks appealing amid workflow automation and AI adoption. The firm believes ServiceNow, which provides a platform for automating and managing digital workflows, benefits from the increasing need for trusted systems to route, track, and govern tasks performed by software agents. Night View Capital also disclosed that it added to its position in ServiceNow during the quarter, viewing the company as resilient in the age of AI despite broader software sector fears.
12:01
AI Models Recommend Holding XRP Until 2030, Forecast Price Targets Between $1.75 and $5.80
Three artificial intelligence (AI) models – ChatGPT, Gemini, and Claude – recommend holding XRP until 2030, with price targets ranging from $1.75 to $5.80 per token. ChatGPT forecasts XRP could reach $5.80 by the end of 2030, while Gemini predicts $3.80, and Claude projects $1.75. Each model provided conditions and potential risks for XRP's price growth, including Ripple's payment adoption, regulatory clarity, competition from stablecoins and central bank digital currencies, and the impact of token supply dilution.
12:00
Yahoo Finance Analysis Highlights Three High-Yield BDC Stocks Worth Watching Before August
Yahoo Finance analysis notes that Business Development Companies (BDCs) are efficient income-generating instruments in the public market and recommends three high-yield BDC stocks worth watching through August. These three stocks include Ares Capital (ARCC), which offers a yield of approximately 10% and trades slightly below its net asset value (NAV); Trinity Capital (TRIN), whose stock price has risen 36% year-to-date and offers an effective yield of 15.8%; and Golub Capital BDC (GBDC), whose stock price is well below NAV and which is repurchasing shares at 84% of NAV, with a yield of approximately 11.11%. Analysts note that as the Federal Reserve’s interest rate path stabilizes and lending spreads widen again, BDCs are in a strong balance sheet position and can deploy capital on more favorable terms. However, analysts also caution that investors should monitor trends in these BDCs’ non-accrued loans, the direction of interest rate spreads, and dividend coverage ratios to determine whether these high yields can be sustained in the second half of the year.
11:57
Al Jazeera Analysis: Netanyahu's Influence in Washington Under Scrutiny Amid Fraying US-Israel Ties
Al Jazeera analysis suggests that Israeli Prime Minister Benjamin Netanyahu's long-claimed influence in Washington is facing growing scrutiny, with his upcoming visit to meet US President Trump seen by some as primarily for domestic political reasons. The report highlights increasing strains in US-Israel ties, citing the stalling of the war with Iran, Trump's willingness to make Middle East deals without Israeli input, and rising criticism of Israel in the US. Analysts note policy disagreements over F-35 sales to Turkiye and a nuclear cooperation deal with Saudi Arabia, with one analyst stating Netanyahu has become "toxic in the US."
11:57
Iran Rejects Trump's Frozen Funds Plan, Threatens Hormuz Transit Ban for Compensated Ships
Iran has rejected a plan proposed by former US President Donald Trump, who claimed that ships damaged by Iran in the Gulf would be compensated from frozen Iranian funds. In response, IRGC spokesperson Ebrahim Zolfaghari warned that any vessel accepting such compensation would be banned from transiting the Strait of Hormuz.
11:55
Core Scientific's Q2 Revenue Doubles, Driven by AI Colocation, Despite $1.15 Billion Net Loss
Core Scientific reported its second-quarter revenue doubled, driven by the accelerated expansion of its AI colocation business, which has become its largest segment. However, the company recorded a $1.15 billion net loss for the quarter, attributed to a non-cash accounting charge.
11:50
Textron Stock Falls 8.2% Following Q2 Earnings Report
Textron (NYSE: TXT) stock dropped 8.2% on Tuesday despite reporting non-GAAP earnings that beat analyst forecasts. The decline was attributed to several factors, including lower GAAP earnings of $1.42 per share (compared to $1.62 non-GAAP), significantly slower revenue growth of 3% in Q2, a substantial year-over-year decrease in free cash flow from $395 million to $235 million, and full-year guidance that fell slightly below analyst expectations.
11:50
Analyst Jim Cramer Warns Hyperscaler Stocks Face Risk from Potential AI Capex Slowdown in 2026, Citing Oracle and Alphabet
Analyst Jim Cramer warned that several hyperscaler stocks are at risk if AI capital expenditure (capex) spending slows down in 2026, attributing recent market selloffs to a hyperscaler signaling a capex freeze or a re-evaluation of OpenAI's credit. Oracle is identified as the most exposed, with its shares down over 50% year-over-year, negative free cash flow of nearly $24 billion in FY2026, and $219 billion in liabilities. Alphabet's shares have also shed over 7% in the past week after raising its 2026 capex guidance to $195-$205 billion, while its Q2 free cash flow turned negative. Amazon and Meta Platforms are also listed among the most exposed, with Microsoft deemed the least exposed due to its strong operating margin and long-term GPU contracts.
11:49
Ethereum EthSystems, a spin-off of the foundation, believes that privacy is key to attracting banks to use public blockchains.
EthSystems, a startup spun off from the Ethereum Foundation, says that privacy—rather than scalability—is the biggest obstacle preventing financial institutions from migrating their operations to public blockchains. The company is focused on building privacy infrastructure for banks, asset management firms, and governments to support their use of financial applications such as tokenized assets and stablecoins on Ethereum.
11:46
Founder of Crypto Fund Translunar Gets 37 Months in Tax Case
Justin Ryan Schmidt, a founder of the cryptocurrency-focused hedge fund Translunar, has been sentenced to 37 months in prison. US authorities stated that the sentence was for evading taxes after he renounced his US citizenship.
11:40
S&P 500 Stock Centene Dives On Medicaid Outlook
Centene, a stock listed on the S&P 500 index, saw its shares dive following its outlook regarding Medicaid.
11:40
Analysis Compares Vanguard Growth ETF (VUG) and Vanguard Total Stock Market ETF (VTI) for Growth Stock Exposure
A Yahoo Finance analysis, originally published by The Motley Fool, compared the Vanguard Growth ETF (VUG) and the Vanguard Total Stock Market ETF (VTI) for investors seeking growth stock exposure. The analysis highlights VUG as a tech-heavy fund with 147 growth stocks, while VTI offers broader diversification with 3,531 growth and value stocks. Over the past year, VTI has outperformed VUG, delivering 23.2% returns compared to VUG's 18.6%. The analysis suggests that VTI, with its lower P/E ratio and more diversified portfolio, could be a better option for investors concerned about overvalued U.S. growth stocks.
11:37
FLR Falls to a 365-Day Low
The price of FLR (Flare) has fallen back to $0.00624, hitting a near 365-day low.
11:36
Galaxy Digital buys 500 acres in Texas for second AI data center campus
Galaxy Digital has acquired 500 acres in McGregor, Texas, to establish its second AI data center campus in the state. The privately funded campus is projected to generate at least $130 million for McGregor's local tax base.
11:35
EU Stocking Up on Brazil Chicken Ahead of Potential Ban
The European Union is increasing its imports of chicken from Brazil, the world's largest chicken exporter. This surge in shipments comes ahead of a September deadline that could lead to a halt in meat trade between the EU and Brazil.
11:29
Cathie Wood's Ark Invest Buys $18.4 Million Worth of Meta Platforms Shares
Cathie Wood's Ark Investment Management has recently purchased 34,080 shares of Meta Platforms, valued at approximately $18.4 million. Meta, one of the "Magnificent Seven" mega-tech stocks, has seen its share price decline by 17% over the past 52 weeks and over 9% in 2026. Ark Invest funds are broadly focused on disruptive technologies, including artificial intelligence. Meta is projected to spend about $135 billion on AI infrastructure this year and is scheduled to announce its second-quarter financial results on Wednesday, July 29.
11:29
AST SpaceMobile Stock Falls 58% From Peak Amid Satellite Deployment Efforts
AST SpaceMobile (NASDAQ: ASTS) stock has fallen 58% from its late May peak of $133, now trading below $63 per share. The satellite company recently launched BlueBird satellites 8-10 via SpaceX's Falcon 9 on June 17 and aims to launch satellites 11-13 in the first half of August. This follows a setback where a Blue Origin launch partner deployed a satellite into an unusable orbit. AST SpaceMobile also closed a $1 billion private offering of convertible senior notes in July, bringing its total capital to $3.8 billion for ongoing orbital expansion. The company projects revenue of $150 million to $200 million for this year and $1 billion for next year.
11:29
ASML Stock Predicted to Reach $3,000 in 3 Years Amid Strong Q2 and AI Demand
Yahoo Finance analysts predict that ASML Holding (NASDAQ: ASML) stock could reach $3,000 within three years. This forecast is based on the company's strong second-quarter results, which saw revenue increase 21% year-over-year to 9.3 billion euros and earnings per share rise 28% to 7.59 euros. ASML, the sole manufacturer of extreme ultraviolet (EUV) lithography machines, also raised its 2026 revenue guidance to 43 billion to 45 billion euros, citing robust demand for advanced chipmaking equipment driven by AI infrastructure build-out and memory capacity expansion.
11:29
Elon Musk announces Grok 4.6 to launch around August 7, followed by Grok 4.7 (2.1T model) weeks later
Elon Musk stated on X that Grok 4.6 is expected to be released around August 7. He added that Grok 4.7, which will be a 2.1T model, is scheduled for release a few weeks after Grok 4.6.

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