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8/2
18:06
SpaceX (Space Exploration Technologies) stock has fallen 25% since its official addition to the Nasdaq-100 index on July 7. The company, which was valued at $2 trillion during its IPO after raising $86 billion, currently holds a market value of $1.48 trillion, surpassing Meta Platforms and Tesla. Wall Street analysts project SpaceX's sales to reach $39 billion in 2026 and $73 billion in 2027, implying an 87% increase. The company is expected to report its earnings on August 4.
18:06
SkyWest, Inc. (NASDAQ:SKYW) President and CEO Russell A. Childs sold 50,500 shares of the company's common stock on July 28, 2026. The transaction was valued at approximately $5.7 million, based on a weighted average sale price of $113.21 per share. This sale resulted in a 13% decrease in Childs' direct equity position and a 12% reduction in his total beneficial ownership. Following the transaction, Childs retains approximately $38 million in company stock. The sale occurred days after SkyWest reported its second-quarter earnings.
17:47
Former U.S. President Trump announced that he has decided on a punishment for Canada concerning the wildfires, but stated he would not reveal the details at this time.
17:43
Meta Platforms reported its second-quarter revenue surged 28% year-over-year to $60.8 billion. While reported EPS fell 13% to $6.18, adjusted EPS, excluding legal and severance costs, reached $7.35, surpassing analyst estimates of $7.22. The company also raised the lower end of its 2026 capital expenditure (capex) guidance to $130 billion-$145 billion, up from the prior $125 billion-$145 billion range. For Q3, Meta forecasts revenue between $61 billion and $64 billion, representing 19% to 25% year-over-year growth. Despite strong revenue, overall expenses rose 55% to $42 billion, with Reality Labs posting a $4.6 billion loss. Analysts suggest the stock is a buy on the dip, citing strong core business growth driven by AI and a favorable valuation.
17:33
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 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 (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
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 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
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 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
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
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 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
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 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 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
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
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.

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