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8/2
17:33
NuScale Power to Report Q2 Earnings on Aug 5; Analysts Eye Potential Stock Surge on TVA Project Update
NuScale Power (SMR) is scheduled to report its second-quarter earnings after market close on August 5. Analysts suggest that a positive update regarding its 6 GW Tennessee Valley Authority (TVA) project, particularly the signing of a Power Purchase Agreement (PPA), could significantly boost the company's stock. NuScale's CFO previously expressed hope for a TVA PPA later this year. The company's stock has fallen nearly 50% year-to-date, with its market capitalization at $3 billion, despite Bank of America analysts viewing nuclear energy as a $10 trillion long-term opportunity, with NuScale's small modular reactors (SMRs) being a suitable solution for the AI industry's energy demands. However, market skepticism persists due to past project delays and cancellations.
17:02
Indonesia's IPO Market Stalls Amid Quality Reforms and Policy Uncertainty
Indonesia's initial public offering (IPO) market has become one of the weakest among Southeast Asia's major economies, despite a regional rebound. The slowdown is attributed to market overhauls aimed at restoring investor confidence, which include tougher listing standards and persistent policy uncertainty. These factors are prompting companies to delay share sales, even with several large potential deals on the horizon.
17:01
Mastercard Q2 Net Revenue Rises 14% to $9.3B; Analyst Predicts Stock Could Reach $925-$1,180 by Mid-2031
Mastercard (MA) reported its second-quarter results, with net revenue increasing 14% year-over-year to $9.3 billion and net income growing 19% to $4.4 billion. Adjusted earnings per share climbed 21% to $5.04. Following the earnings, an analyst from The Motley Fool predicts Mastercard's stock could trade between $925 and $1,180 by mid-2031, with $1,050 being the most likely target. This forecast is based on expected low-double-digit revenue growth, an improving business mix, and ongoing share repurchases, which saw the company buy back $4.9 billion of its stock in Q2. The analyst notes risks including regulatory pressure on network fees, competition from stablecoins and account-to-account payment systems, and a potential global consumer slowdown.
17:01
Commentary Highlights Invesco QQQ Trust (QQQ) as a Long-Term Investment for Young Investors, Citing Its 10.9% Annual Return and AI Exposure
A recent commentary suggests that the Invesco QQQ Trust (QQQ) ETF, which tracks the Nasdaq-100 index, could be a strong long-term investment for young investors. The analysis highlights QQQ's historical performance, delivering a 10.9% compound annual return over the last 27 years, outperforming the S&P 500's 8.6% annual gain over the same period. The ETF's portfolio is approximately 70% technology stocks and includes major players in the AI boom such as Nvidia, Alphabet, Microsoft, Amazon, Meta Platforms, Micron, AMD, and Broadcom. While the Nasdaq-100 is currently down 9% from its recent record high, the commentary views this volatility as a worthwhile risk for higher long-term returns.
16:55
GlobalFoundries director Marc Antaki sold 1,671 shares at $49.02 to cover tax obligations, as stock slid below $50
GlobalFoundries Inc. (NASDAQ:GFS) director Marc Antaki executed a non-discretionary sale of 1,671 ordinary shares on July 29, 2026, at a weighted average price of $49.02 per share. The sale was made to satisfy tax withholding obligations upon the vesting and settlement of restricted stock units. As of July 30, 2026, GlobalFoundries stock was priced at $49.89, having recently slid below $50 and fallen sharply from the high $50s earlier in July. Antaki retains 9,202 direct shares and 9,262 unvested RSUs.
16:39
Analysis Projects Nvidia Could Reach $267 Per Share by July 2027, Yielding a 35% Return on a $1,000 Investment
An analysis suggests that if current trends continue,英伟达 (Nvidia) stock could reach approximately $267 per share by July 2027. This projection is based on an assumed 20 times fiscal 2028 earnings estimate and a projected earnings per share (EPS) of $13.35. At this price, a $1,000 investment made today would be worth about $1,351, representing a return of roughly 35%. The analysis notes that this valuation multiple is below Nvidia's current valuation and reflects slower expected growth, with much of the potential from its next-generation Vera Rubin platform already factored into forecasts. Key risks include weak customer returns on AI spending, increasing competition, and export controls.
16:39
IQVIA Executive Keriann Cherofsky Sold 558 Shares Worth Approximately $136,827 on July 29
IQVIA Holdings Inc. (NYSE: IQV) executive Keriann Cherofsky sold 558 shares of the company's stock on July 29, 2026, for a total value of approximately $136,827, according to an SEC Form 4 filing. The shares were sold at $245.21 each. Following the transaction, Cherofsky still holds 2,989 directly owned shares, valued at about $739,956.84 as of July 29. The sale is described as a modest open-market transaction, not tied to options or tax obligations, and is considered routine portfolio management rather than a significant market signal. IQVIA, a healthcare diagnostics company with a market capitalization of $38.8 billion, reported trailing twelve-month revenue of $17.0 billion and net income of $1.4 billion.
16:24
AI funding spree shows signs of strain amid higher borrowing costs and investor caution
The aggressive funding drive for artificial intelligence (AI) is showing signs of strain, as investors become more risk-aware due to higher borrowing costs and a less confident outlook. While big U.S. tech companies continue to seek billions for AI dominance, the bullish sentiment that previously fueled this appetite is waning. This shift in investor confidence is highlighted by events such as the slump in SpaceX's shares, which had previously seen its market capitalization balloon to $3 trillion after its initial public offering.
16:18
The family office run by billionaire Stanley Druckenmiller purchased 316,000 shares of Revolution Medicines (RVMD) in the first quarter; the company’s stock price has risen more than 134% so far this year.
Duquesne Family Office, run by billionaire investor Stanley Druckenmiller, purchased 316,000 shares of biotechnology company Revolution Medicines (RVMD) in the first quarter.The company’s stock price has soared more than 134% year-to-date and has risen over 105% since Druckenmiller’s purchase.

Revolution Medicines’ lead drug, Daraxonrasib, achieved positive results in a Phase III clinical trial for patients with metastatic pancreatic cancer, doubling the median survival time to 13.2 months.The U.S. Food and Drug Administration (FDA) has granted the drug Breakthrough Therapy and Orphan Drug designations, and the European Medicines Agency (EMA) also initiated an accelerated review process this month. The drug is projected to generate annual sales of up to $7 billion. In addition, institutions such as BlackRock, and Vanguard also hold significant stakes in Revolution Medicines.
16:17
IQVIA Executive Eric Sherbet Sold 5,000 Shares Worth $1.24 Million on July 29
IQVIA Holdings Inc. (NYSE:IQV) executive Eric Sherbet sold 5,000 shares of common stock on July 29, 2026, for a total value of $1,245,800, according to a recent SEC Form 4 filing. This transaction reduced his direct holdings by 19%, though he still retains 20,999 shares valued at approximately $5.2 million. The sale occurred shortly after the company reported strong commercial business growth and a 12.1% rise in adjusted earnings per share.
16:02
Green Thumb Industries Reports Strong Q1 Results, Revenue Up 7.4% to $300.2M, Repurchases $78M in Shares
Cannabis operator Green Thumb Industries (GTBIF) reported robust first-quarter results, with revenue increasing 7.4% year-over-year to $300.2 million. The company generated $76 million in operating cash flow and $15.4 million in GAAP net income. Green Thumb also announced significant share repurchases, buying back approximately 6 million shares for $33.3 million in Q1, and an additional 7.4 million shares post-quarter, bringing total repurchases this year to nearly $78 million. Analysts note the company's financial strength, ending Q1 with $344.5 million in cash and $289.9 million in total debt, positioning it as a well-managed entity in the cannabis sector.
15:56
Arm Holdings Reports Q1 Revenue Up 22% to $1.29B, Forecasts Q2 Revenue of $1.38B, and Confident in Exceeding $1B Server CPU Revenue in FY2028
Arm Holdings reported solid fiscal first-quarter earnings, with revenue increasing 22% year-over-year to $1.29 billion. The company projects fiscal second-quarter revenue to reach approximately $1.38 billion, also representing 22% year-over-year growth. Arm expressed increased confidence in achieving over $1 billion in server CPU revenue in fiscal 2028, citing a backlog that has grown to over $2 billion and improved supply chain conditions. The company previously announced in March its entry into physical chip manufacturing with the introduction of its Arm Artificial General Intelligence (AGI) CPU, targeting a 15% market share in the data center CPU market, which it expects to grow to $100 billion by 2031.
15:29
Morgan Stanley Raises Rivian (RIVN) Price Target to $14 from $13, Maintains "Underweight" Rating
Morgan Stanley has increased its price target for electric vehicle maker Rivian (RIVN) to $14 from $13, citing stronger-than-expected demand for the R2 model. However, the firm maintained its "underweight" rating on the stock, indicating continued caution. This decision comes despite Rivian reporting Q2 revenue of $1.658 billion (up 27% YoY) and a $179 million gross profit, along with raising its full-year delivery guidance to 65,000-70,000 vehicles. The automotive segment still posted a $36 million gross loss, with software and services revenue (partially from a joint venture with Volkswagen) driving the overall gross profit. Investors reacted by sending Rivian shares down over 9% to $15.22, factoring in dilution from a recent $1.3 billion equity sale and rising component costs.
15:24
US Retired Couples (65+) Can Withdraw $46,700 from Traditional IRAs Tax-Free in 2026, or Convert to Roth, But Most Don't Utilize This Space
Retired couples aged 65 and older in the US can withdraw approximately $46,700 from a traditional IRA in 2026 without owing federal income tax, or convert the same amount to a Roth IRA tax-free. This is due to a combination of standard deductions and a new $6,000 senior bonus deduction per qualifying person, available from 2025 through 2028. However, most retirees reportedly do not fully utilize this tax-free opportunity, often by delaying withdrawals until required minimum distributions (RMDs) begin at age 73, which can push them into higher tax brackets later.
15:23
Analysis identifies Johnson & Johnson, Coca-Cola, and ExxonMobil as top dividend stock buys for H2 2026
An analysis suggests Johnson & Johnson (JNJ), Coca-Cola (KO), and ExxonMobil (XOM) are strong dividend stock buys for the second half of 2026. The report highlights their consistent dividend growth, robust earnings forecasts, and potential for long-term total returns, positioning them as attractive options amid market volatility. For instance, Coca-Cola shares have delivered nearly a 30% total return this year, including reinvested dividends.
15:18
Investing $10,000 in S&P 500 at Dot-Com Bubble Peak in 2000 Would Yield Over $53,000 Today, Up 430%
A hypothetical analysis reveals that an investment of $10,000 in the S&P 500 index at its absolute peak on March 24, 2000, during the dot-com bubble, would be worth approximately $53,120 today. This represents a gain of over 430%. Despite a 49% drop in the subsequent two-and-a-half years and another halving during the 2008 financial crisis, long-term patience would have resulted in significant returns, underscoring the principle that 'time in the market beats timing the market'.
15:13
Business First Bancshares COO Sells 4,200 Shares; Analysts View Sale as Routine, Focus on H2 Loan Growth and Deposit Trends
Keith Mansfield, Executive Vice President and Chief Operating Officer of Business First Bancshares (NASDAQ:BFST), sold 4,200 shares of the company's stock on July 30, 2026, at a weighted average price of $32.08 per share, totaling approximately $134,736. Analysts suggest this insider sale is routine, given that a significant portion of Mansfield's equity remains locked to future service. The focus for investors should instead be on the company's second-half loan growth and deposit trends. Business First Bancshares has seen a return to normalized loan production and a 20% year-over-year increase in financial services group revenue at the halfway mark, though deposits fell 3.1% in the last quarter (12.3% annualized).
15:02
Business First Bancshares Director Sells 20,000 Shares for $31.79 Each After Stock's 34% Gain
George W. III Cummings, a director at Business First Bancshares, Inc. (NASDAQ:BFST), sold 20,000 shares of common stock on July 30-31, 2026, at an average price of $31.79 per share. This transaction, reported in an SEC Form 4 filing, represents an 8% reduction in his holdings, following a 34% stock return over the preceding 12-month period. Cummings retains 225,000 total shares after the sale.
15:02
Analysts note that Oracle and NVIDIA shares have fallen 28% and 9%, respectively, over the past three months, as investors question the return on investment in AI infrastructure.
Yahoo Finance analysis notes that over the past three months, Oracle’s stock price has fallen 28% and NVIDIA’s (Nvidia) stock price has dropped 9%, primarily due to investors’ growing concerns about the return on investment in artificial intelligence (AI) infrastructure. Despite the pressure on stock prices, the analysis suggests that it may be too early to sell these two tech stocks.

The analysis noted that NVIDIA’s first-quarter (FY2027) revenue grew 85% to $81.6 billion, diluted earnings per share rose 140% to $1.87, and the company launched its next-generation Vera AI CPU.As for Oracle, although capital expenditures are expected to rise to $70 billion in fiscal year 2027—with $40 billion financed through debt and equity—and management anticipates this will temporarily reduce profit margins, the company had $638 billion in remaining performance obligations in fiscal year 2026, a 363% year-over-year increase.of which $77 billion is expected to be recognized as revenue in fiscal year 2027, and management anticipates that non-GAAP earnings per share for fiscal year 2027 will grow by 18% to $8.05.
14:58
Former US hostage and diplomat John Limbert says Washington's 'iron fist' approach is ineffective with Iran
John Limbert, a former US hostage in Tehran and former US deputy assistant secretary of state for Iran, argues that Washington "can't bomb and assassinate its way to a better relationship" with Iran. Limbert states that neither the US nor Iran can dictate terms to the other, and current strategies, such as US bombings or Iranian attacks on ships in the Strait of Hormuz, are not leading to desired outcomes.

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