Stock Market & Financial News
Jim Cramer Says Buy Lyft at $15, But Warns AST SpaceMobile Is “Losing a Fortune” and Could Fall to $40
Jim Cramer's Lightning Round on CNBC's Mad Money delivered mixed verdicts on growth and speculative names, endorsing Lyft at current levels, calling for consolidation in fintech, and dismissing First Solar on technicals.
LYFT UnitedHealth: The Cure For The AI Blues
UnitedHealth Group remains a Buy after a strong Q2, with robust earnings, raised guidance, and a doubled buyback authorization. UNH benefits from the market rotation out of AI and into defensive healthcare, positioning it as a sector leader. AI investments at UNH focus on margin expansion through operational efficiency, not speculative growth, leveraging its vast data assets.
UNH Q2 Earnings Pick Up Steam: GM, MMM, DHI & More
GM, MMM, NVS, NOC, HAS and DHI all outperformed expectations on their quarterly reports this morning.
MMM Chefs' Warehouse Stock Outlook on Growth, Risks and Margins
Chefs' Warehouse pairs double-digit sales growth and regional expansion with geopolitical, demand and margin risks that keep its outlook balanced.
CHEF 
AGNC Stock Dips Despite Q2 Earnings Beat, Book Value Improves Y/Y
AGNC Investment's Q2 results benefit from higher NII, improved book value and portfolio growth. However, the stock declines as funding costs and prepayments rise.
AGNC 
A Tesla-SpaceX Merger Brewing? Here's What Investors Need to Know
TSLA-SPCX merger rumors highlight major AI, manufacturing and connectivity synergies, but governance, regulatory and capital risks remain.
TSLA 
Acadia Gets FDA's Fast Track Tag for Alzheimer's Disease Candidate
ACAD wins FDA's Fast Track status for remlifanserin in Alzheimer's disease psychosis as its phase II data readout approaches and phase III enrollment advances.
TRCK 
GEHC Launches MIM Anyware for Secure Remote Imaging Collaboration
GE HealthCare's MIM Anyware offers secure browser-based imaging access to streamline workflows, collaboration and clinical decision-making.
GEHC 
Is CHEF Stock a Buy Now After Its Rally and Richer Valuation?
CHEF's sales, margin and cash-flow gains support the story, but a sharp rally and valuation near a five-year high raise the bar for further upside.
CHEF 
Huntington's Q2 Earnings Coming Up: Here's What You Should Know
HBAN's Q2 results, set to report on July 23, are expected to benefit from higher NII, loan growth and fee income, while elevated expenses remain a concern.
HBAN 
USD/JPY climbs above 163.00 for the first time since 1986
USD/JPY climbs above 163.00 for the first time since 1986
Halliburton: Upbeat H2 Outlook Makes This Dip A Buy Amid Iran War Jitters
Halliburton delivered solid Q2 results with both revenue and EPS beating consensus, yet shares declined post-earnings. I reiterate a buy rating on HAL, citing attractive valuation and positive free cash flow despite recent technical weakness and a 14% stock decline since March. HAL's CEO highlights strong North America recovery, robust international contract awards, and steady capital plans as key growth drivers.
HAL 
Utz Brands to be acquired by Intersnack Group in $2.9B transaction
Utz Brands (NYSE:UTZ) has agreed to be acquired by Germany-based Intersnack Group in a deal valued at approximately $2.9 billion, including debt, with the transaction taking the US salty snack manufacturer private and expanding Intersnack's presence in the North American market. Intersnack will acquire all outstanding shares of Utz Class A common stock for $14.25 per share in cash.
UTZ 
Silicon Motion: MonTitan Could Unlock The Next Leg Of Growth
I rate Silicon Motion Technology Corporation a Strong Buy with a $363 price target, implying 38% upside from current levels. SIMO is transitioning from consumer storage controllers to a diversified storage platform targeting PCs, smartphones, vehicles, edge devices, and AI data centers. I estimate four growth drivers can add about $3.36 of incremental EPS and lift estimated 2027 non-GAAP EPS to $12.11.
SIMO 
Wall Street analyst sets SNDK stock price target for 12 months
Although Sandisk Corp. (NASDAQ: SNDK) stock price has plunged over 30% during the past 30 days, Mark Newman, a Wall Street analyst from Bernstein, has reiterated a bullish outlook over the next 12 months.
SNDK 
Is Comfort Systems Stock Worth Buying Before Q2 Earnings?
FIX Q2 earnings are likely to benefit from a record backlog, strong data-center demand and healthy margins, despite its premium valuation.
FIX 
D.R. Horton's Q3 Earnings Beat on Higher Closings, Stock Up
DHI tops fiscal Q3 estimates as higher closings offset margin pressure, though cautious demand and elevated incentives prompt a guidance cut.
DHI 
APPS vs. AXTI: Which Digital Connectivity Stock Has More Potential?
Digital Turbine's stronger growth, AI expansion and cheaper valuation give it an edge over AXT despite both stocks' connectivity upside.
APPS 
Amazon vs. Microsoft: Which AI Cloud Titan Is the Better Investment?
AMZN's AI cloud push, lower valuation and stronger share performance give it a modest edge over MSFT as both ramp up AI investments.
MSFT 
IREN Expands AI Cloud Platform: Can It Sustain the Momentum?
IREN lands $2.8B in new multi-year AI cloud contracts and lifts its 2026 ARR target above $4B as demand fuels capacity expansion and growth in Europe.
IREN 
Can Starbucks Turn Traffic Gains Into Sustainable Earnings Growth?
SBUX raises its fiscal 2026 outlook as traffic growth, margin recovery and cost savings strengthen the turnaround.
SBUX 
Should You Buy, Sell or Hold Verizon Stock Before Q2 Earnings?
VZ heads into Q2 earnings with FIFA-driven momentum and an attractive valuation, but 5G costs, competition and discounts threaten margins.
VZ 
Jack Mallers Exits Twenty One Capital as $2.9B Bitcoin Treasury Gets New Leadership
Jack Mallers stepped down as chief executive of Twenty One Capital effective July 20, and the board named director Raphael Zagury as his replacement. Mallers co-founded Twenty One Capital and led the company through its December 2025 debut on the New York Stock Exchange (NYSE) via a merger with Cantor Equity Partners.
D.R. Horton, Inc. (DHI) Q3 2026 Earnings Call Transcript
D.R. Horton, Inc. (DHI) Q3 2026 Earnings Call Transcript
DHI 
AGNC Investment Corp. (AGNC) Q2 2026 Earnings Call Transcript
AGNC Investment Corp. (AGNC) Q2 2026 Earnings Call Transcript
AGNC 
British Pound Forecast: GBP/USD Breaks Down after UK Jobs and New Chancellor
Outside of earnings reports from Alphabet and Tesla after the bell tomorrow, most of the major market-moving economic data will come from the European continent this week. Today's focus is on the situation in the UK.
Hasbro's Stellar Q2 Points To Further Upside As Toy Sales Inflect
Hasbro, Inc. delivered strong Q2 results, driven by MAGIC franchise growth and a resilient consumer products segment. Wizards & Digital revenue surged 27%, with MAGIC: The Gathering remaining a secular growth engine and supporting upgraded full-year guidance. Improved balance sheet, robust free cash flow, and leverage below 2x enable accelerated buybacks and secure a 3.4% dividend yield.
HAS 
Morpho Midnight Debuts on Base, Expanding the Protocol With Fixed‑Rate, Fixed‑Term Loans
Morpho launched Midnight on Base, a fixed-rate, fixed-term lending protocol that complements Morpho Blue's variable markets. The protocol allows lenders and borrowers to propose their own rates, maturities, and terms, without relying on an algorithmic utilization curve. The launch follows a $175 million funding round led by Paradigm, a16z crypto, and Ribbit Capital.
Teledyne Technologies to Report Q2 Earnings: Here's What to Expect
TDY readies for Q2 results with expected gains across key segments as estimates point to higher earnings and revenues.
TDY 
NEE vs. CEG: Which Energy Stock Offers Stronger Growth Prospects?
NextEra Energy gains a marginal edge over Constellation Energy with a higher dividend yield, stronger net margin, lower beta and better one-year price performance.
NEE 
