Stock Market & Financial News
Ethereum Whale Activity Hits Five-Year High as ETH Nears $1,900
WETH whale transactions hit their highest level since May 2021 as ETF inflows, corporate treasury buying, and Ethereum DeFi activity accelerate.
Chainlink Exchange Supply Keeps Shrinking as Institutional Demand Accelerates
More than 15.7 million LINK left exchanges in one month, cutting exchange-held supply by 12%, while another 1.04 million departed on Sunday alone. DTCC, CCIP, United Stables, and ADI Predictstreet expanded Chainlink's utility footprint across tokenized securities, interoperability, stablecoins, and prediction-market settlement. LINK remains near $8.
Dynex Capital Q2: The High Yield Isn't The Only Story
Dynex Capital, Inc. delivered strong Q2 results, with book value growth, robust economic return (~6%), and a maintained 15%+ dividend yield. DX's performance hinges on effective capital allocation, healthy agency MBS spreads, and the ability to issue shares above book value, fueling a virtuous growth cycle. Leverage (~8.1x) amplifies the income, supporting double-digit dividend yields, though sustainability depends on macro cycles and prepayment risks.
DX Microsoft: Three Questions In Upcoming Earnings
Microsoft (MSFT) faces mounting concerns over Azure's lagging acceleration versus AWS and Google Cloud, despite continued 30%+ growth rates. MSFT's software business, while high-margin, risks losing its distribution advantage as Copilot adoption and AI capabilities trail leading frontier labs. Legacy segments like Windows and Xbox are dragging on MSFT's growth; divestiture could be a strategic solution but remains unaddressed.
MSFT 
Rare Earth Stocks Slide On Oversupply Fears
Rare earth mining output outside China could triple by 2035, the IEA says.
ALB 
Baytex Energy: Reverse Luck
Baytex Energy sold its Eagle Ford business just as high oil prices would have made it highly profitable. Management must now deliver results following this contrarian move. The company's timing in acquisitions and divestitures has been poor versus industry peers. That increases the importance of upcoming performance.
BTE 
CLARITY Act Vote Looms: XRP's Big Breakthrough?
With just 12 days to go until recession, transparency rules becomes a hot topic with voting around the corner.
Jensen Investment Management Prepares New Quality ETF
Jensen Investment Management, a shop focused on quality ETF offerings, has filed for a new index-based quality ETF. The firm, which already offers active funds like the Jensen Quality Growth ETF (JGRW), can now expand its reach to a broader audience with its passive fund.
JGRW 
Fidelity, Invesco Leaders on Opportunities in the Second Half
VettaFi's Midyear Market Outlook symposium Thursday saw industry leaders take on the big questions. Where is the market going?
IVZ 
Ethereum staking ratio hits record 34%, signaling market confidence
Ethereum's staking ratio hits a record 34%, indicating market confidence. Ethereum reaching $10,000 by December 31, 2026 at 1.9% YES.
Solana Co-Founder Yakovenko Unveils Nakamoto Vision After AI Rollout
The current Nakamoto coefficient of the Solana network stands at approximately 20 validators. The current infrastructure integrates the Model Context Protocol (MCP) for native management via AI agents. The alternative client Firedancer registered performance exceeding one million transactions per second in test environments.
Mark Zuckerberg Overtakes Michael Dell As 5th Richest Amid Dell Selloff
200%. That's how much Dell shares have swelled by this year as they more than tripled in value, despite a recent selloff. Michael Dell's fortune opened 2026 at $141 billion, ranking him as the 13th-richest person in the world, and his wealth has surged 864% since hitting $22.9 billion in 2020.
DELL 
Dogecoin Co-Founder Fires Back on Bitcoin Security Debate
Dogecoin co-founder Billy Markus rejected claims that merged mining creates a dangerous Litecoin dependency, telling critics to revisit Satoshi Nakamoto's Bitcoin white paper. Developer Paulo Vidal questioned Dogecoin's security if Litecoin stopped, miner incentives, and whether Auxiliary Proof of Work remains the appropriate long-term arrangement.
Disney streaming margins and parks business in focus ahead of earnings
Walt Disney Co (NYSE:DIS, XETRA:WDP) is scheduled to report fiscal third quarter results on August 5, with UBS analysts expecting accelerating earnings growth as first-half headwinds ease and forecasting the company will maintain its fiscal 2026 guidance. UBS expects Disney to report fiscal third-quarter revenue of $25.4 billion and segment operating income of $5.16 billion, compared with Wall Street expectations of $5.24 billion and company guidance of about $5.3 billion.
UBS 
Netflix's top product exec says all employees should have an 'aspiration for AI fluency'
Netflix is encouraging "AI fluency" for employees across the company, a top exec said. "The most useful thing," Netflix exec Elizabeth Stone told Lenny's Podcast, is encouraging "the expectation on AI fluency.
NFLX 
NLR Trades at 0.61%: Why This Nuclear Fund Beats Uranium Miners
The VanEck Uranium and Nuclear ETF (NYSEARCA:NLR) sits at the center of one of the most crowded investment themes of the past two years, and it does so with a 0.61% expense ratio that is neither the cheapest nor the most expensive in its niche.
NLR 
Grayscale Spotlights Ripple's Biggest Wins—So Why Is XRP Still Stuck?
Grayscale highlighted Ripple partnerships with Mastercard, JPMorgan, OKX, and Ondo Finance, yet XRP remained near $1.09 despite institutional validation and earlier ETF interest. A 2026 pilot targets near real-time settlement of tokenized U.S. Treasuries, while XRP continues facing support near $1.08 and resistance around $1.14.
Magnolia Oil & Gas Corporation (MGY) M&A Call Transcript
Magnolia Oil & Gas Corporation (MGY) M&A Call Transcript
MGY 
NVIDIA & Micron: 2 Profitable AI Stocks With Strong Growth Potential
NVIDIA and Micron stand out for strong profitability, with industry-leading net income ratios supporting their AI-driven growth outlook.
NVDA 
The Next Big AI Winner: Cybersecurity
Cybersecurity stocks, include Okta, SentinelOne and Fortinet have been surging as businesses recognized the increasing importance of protecting data, applications and digital identities.
FTNT 
DOJ Sought Phone Records Tied to Relatives of New York Times Reporters
The reporters had worked on stories about security concerns involving a jet gifted to the U.S. by the Qatari government that was being used as Air Force One.
NYT 
Ethereum Founder Vitalik Buterin Says AI Is Advancing Faster Than People Think
Vitalik Buterin believes artificial intelligence is surpassing human capabilities faster than many people expect. The Ethereum founder argues that measuring AI through a single standard limits understanding of its growth.
Uniswap Governance Advances Toward Two Key Votes to Expand UNI Burn Across New Pools
Uniswap governance will vote from July 19 through July 26 on proposals extending UNI burns to selected v4 pools and Robinhood Chain deployments. The v4 plan uses V4FeePolicy, V4FeeAdapter, and TokenJar to manage flexible protocol fees across seven networks and several eligible pool types.
Micron: Berkshire-ification Against The Possible Greenfield Margin Squeeze (Upgrade)
Micron Technology, Inc. is upgraded to Buy as it transitions into an infrastructure toll-bridge, leveraging $18B zero-cost float and SOCAMM2 architectural leadership. MU's $100B+ in guaranteed RPOs and aggressive capital return program may drive significant EPS accretion and multiple expansion through FY2027. Risks include a looming 2027 margin squeeze from greenfield CapEx, rising wafer/input costs, and SCA price ceilings capping up to 50% of revenue.
MU 
CoreWeave faces execution test as data center activation ramps up
CoreWeave (NASDAQ:CRWV) heads into its 2Q26 earnings report in early August with investors watching execution more than demand. Demand for GPU capacity is still strong and customer commitments keep growing, but the real story now is whether the company can build out and activate power fast enough to keep up, according to analysts at Bank of America.
CRWV 
Domino's Pizza, Inc. (DPZ) Q2 2026 Earnings Call Transcript
Domino's Pizza, Inc. (DPZ) Q2 2026 Earnings Call Transcript
DPZ 
QQQJ: Accessing Innovation At Smaller Market Cap Size
Invesco NASDAQ Next Gen 100 ETF tracks the NASDAQ Next Generation 100 Index, focusing on mid-cap, non-financial, innovative companies. QQQJ invests at least 90% of assets in benchmark securities, excluding financials, REITs, SPACs, and 'when-issued' stocks. With a 0.15% expense ratio and a trailing yield of 0.55%, QQQJ targets growth, not income, appealing to those seeking exposure to emerging tech leaders.
QQQJ 
FTSE closes lower as Andy Burnham unveils cabinet
UK stocks closed lower on Monday as investors weighed continued geopolitical tensions in the Middle East alongside the appointment of Andy Burnham as the United Kingdom's new prime minister and the formation of his cabinet. The FTSE 100 declined 0.7%, marking its biggest one-day fall in about two weeks.
BURCA 
Meta Platforms expected to top earnings estimates as ad growth remains healthy, says BofA
Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) is expected to deliver second quarter results above Wall Street expectations when it reports earnings on July 29, according to Bank of America analysts, who believe that healthy advertising demand and AI-driven improvements should support revenue and earnings despite foreign exchange headwinds. Bank of America revised its estimates and now expects Meta to report Q2 revenue of $60.6 billion and earnings per share of $7.50, above the consensus estimates of $60.2 billion and $7.18, respectively.
BAC 
Bitcoin Approaching 'Full Breakout Territory,' Analyst Says
According to trader Josh Olszewicz, just "a small nudge" is all that stands between Bitcoin and "full breakout territory."
