Stock Market & Financial News
AMD: The Bull Case Requires Nvidia To Fail
Advanced Micro Devices, Inc. is now perceived as Nvidia's main AI competitor, but current valuations price in near-perfect execution. Market expectations assume sustained AI demand, rapid AI accelerator share gains, and continued server growth—all simultaneously, which is unlikely. Valuation model estimates AMD's intrinsic value at $220.36 per share, about 55% below the current market price.
AMD Here's How Much Traders See Tesla Stock Moving After Earnings
Tesla is scheduled to report earnings after markets close on Wednesday, with traders anticipating a big move from the EV maker's stock.
TSLA Bitcoin Could Rebound If It Clears The $65K Barrier
Bitcoin is experiencing a very difficult month of July. Indeed, institutional investors are massively withdrawing their capital from tech stocks and the military situation in the Middle East is deteriorating.
Microsoft earnings to spotlight Azure growth, AI spending
Microsoft Corp (NASDAQ:MSFT)'s fiscal fourth quarter results will be a key test of the company's AI execution, with Azure growth, AI infrastructure spending and Microsoft 365 Copilot adoption expected to be the main focus when the software giant reports, according to Bank of America analysts. The analysts wrote that "AI execution remains the central debate" heading into the results, adding that fiscal 2027 commentary on Azure growth, data center buildout and AI backlog conversion will also be closely watched.
MSFT 
Bitcoin treasury company discovers buying own stock adds 24% more BTC per share than buying Bitcoin
The first five repurchases generated 24% more gross Bitcoin-per-share accretion per pound than a matched BTC purchase.
UltraTech Cement Limited (UCLQF) Q1 2027 Earnings Call Transcript
UltraTech Cement Limited (UCLQF) Q1 2027 Earnings Call Transcript
UCLQF 
Daiichi Life Group, Inc. (DLICY) Discusses International Life Insurance Business Strategy and Growth Across Global Markets Prepared Remarks Transcript
Daiichi Life Group, Inc. (DLICY) Discusses International Life Insurance Business Strategy and Growth Across Global Markets Prepared Remarks Transcript
GTLL 
AMC Entertainment Holdings, Inc. (AMC) Q2 2026 Earnings Call Transcript
AMC Entertainment Holdings, Inc. (AMC) Q2 2026 Earnings Call Transcript
AMC 
Bitcoin spot demand weakens as new capital hesitates despite ETF inflows
The bounce toward $65k was only a brief respite from selling, and not the beginning of a bullish recovery, metrics showed.
Hyperliquid enables prediction markets with $30M HYPE stake, no validator approval
Hyperliquid allows prediction markets with $30M HYPE stake and no validator approval. HYPE reaching $100 by December 31, 2026 at 29% YES.
Despite Middle East escalation, interest rates remain the key price driver for gold and silver – StoneX
Interest rates are still the key driver for precious metals prices even as the conflict between the United States and Iran escalates further, with gold and silver facing continued downside risk, according to Rhona O'Connell, Head of Market Analysis for EMEA & Asia at StoneX.
SNEX 
Why is Alphabet stock gaining today?
Alphabet (GOOGL) shares climbed about 3% on Monday after a report said Google is developing a new AI server chip designed specifically to run its Gemini models more efficiently. According to The Information, the chip, internally codenamed "Frozen v2," would permanently embed parts of Gemini's architecture into the silicon.
GOOG 
Russia's Duma to finalize crypto bill July 21, limiting domestic BTC demand
Russia's Duma finalizes a crypto bill limiting domestic BTC demand. Bitcoin reaching $200K by December 31, 2026 at 2.2% YES.
Zuckerberg Is Quietly Turning Meta Into A Compute Provider Ahead Of Q2 Earnings
Meta Platforms, Inc.'s Q2 earnings will focus on CapEx guidance (already revised for 2026); market sentiment hinges on Meta's ability to monetize AI infrastructure investments. Meta's recent pivot toward becoming a neocloud provider and compute lessor, including a potential $10B Anthropic deal, could reduce its persistent valuation discount by providing a path to such monetization. Integration of AI models within Meta's social ecosystem and the scaling of Meta Glasses are key forward catalysts, though risks remain around CapEx returns and hyperscaler competition.
META 
Burger King launches new Whopper rule that picky eaters will love
This week in Whoppers.
QSR 
IHAK: Why The Onus Is On The Cybersecurity Bulls In The Q2 Earnings Season
IHAK, the iShares Cybersecurity and Tech ETF, is downgraded to Hold after outperforming the S&P 500 with a 20% return since September 2025. IHAK's valuation is now moderate, matching the S&P 500's P/E just above 21, and its technical setup signals potential consolidation or pullback. Momentum has been stellar, but a bearish RSI divergence and recent achievement of a key technical target suggest caution in the near term.
IHAK 
United Stables Adopts Chainlink to Power Security‑First Data and Cross‑Chain Infrastructure
United Stables adopted Chainlink as its official data and cross-chain infrastructure, a move aimed at raising security standards for its native stablecoin on the BNB Chain. This decision was driven by a comprehensive security review across the industry, made necessary primarily by several recent incidents that exposed vulnerabilities in legacy oracle and bridging systems. The integration covers three core components.
Novo Nordisk's Rally Has Room To Run Driven By Oral Wegovy's Momentum
Novo Nordisk shares have rallied approximately 27% since my previous coverage, driven by accelerating commercial momentum behind oral Wegovy and expanding investor confidence. Oral Wegovy captured roughly 89% of new U.S. prescriptions versus Eli Lilly's 11%, with 153,050 weekly prescriptions compared with 19,550. More than 80% of oral Wegovy prescriptions came from new GLP-1 patients, expanding the overall market instead of cannibalizing injectable products.
NVO 
Is WPC Stock Worth Retaining in Your Portfolio for the Long Run?
W.P. Carey benefits from stable triple-net leases, strong occupancy and disciplined investments, but debt, competition and tenant risks remain challenges.
WPC 
Ripple's New MiCA License Opens Doors To 30 Countries
Ripple has secured what may be one of its most consequential regulatory wins to date: a full MiCA license out of Luxembourg.
Here's How Much Google Parent Alphabet's Stock Is Seen Moving After Earnings Wednesday
Google parent Alphabet is set to report earnings after the closing bell on Wednesday, with traders anticipating a sizable move from the tech giant's stock.
GOOG 
Hyperliquid to Open Prediction Markets to Anyone Who Stakes 500,000 HYPE
The plan would end validator-gated listings, requiring deployers to lock about $30 million in tokens while letting them keep up to half the trading fees.
Dyne Therapeutics: A Buy, With Caveats, On DMD Progress
Dyne Therapeutics receives FDA Priority Review for z-rostudirsen in DMD, with a potential U.S. launch in Q1 2027. DYN demonstrates best-in-class dystrophin expression in registrational trials, targeting a $3.5bn market for exon 51 skipping DMD patients. Robust pipeline includes z-basivarsen for DM1, with pivotal data expected Q1 2027 and potential accelerated approval/launch in 2028.
DYN 
Lumentum Is the S&P 500's Top Performer Today. Here's Why.
Barclays upgrades Lumentum stock to Overweight on Monday following a months-long selloff.
LITE 
Ryanair Holdings plc (RYAAY) Q1 2027 Earnings Call Transcript
Ryanair Holdings plc (RYAAY) Q1 2027 Earnings Call Transcript
RYAAY 
Bitcoin Roars Back Above $65K as Iran War Fails to Break Whale Buying Frenzy
Bitcoin climbed back to $65,644 on July 20, capping a volatile three-day stretch shaped as much by chart levels as by the war between the United States and Iran. The move came after a hard drop on July 17, when BTC fell to $63,706 as U.S.
Core XRP Ledger Metrics Improve, Leaving Traders Waiting for a Price Reaction
The XRP Ledger recorded a reversal in one of its most relevant usage indicators: the average number of transactions processed stopped declining and began recovering from local lows, sitting near 60 transactions according to recent network data. While the increase is modest in absolute terms, it represents an important trend reversal after weeks of sustained contraction in on-chain activity.
EVI Declines 20% in Three Months: Should You Buy the Dip?
EVI faces near-term challenges from project delays and macro pressures, but its strong backlog, recurring service revenue and operational improvements support its long-term growth outlook.
EVI 
Chamath's Critique Sparks Bitcoin Bull Response, Highlighting Power and Capital Allocation Issues
Chamath Palihapitiya argues that Bitcoin faces 2 structural challenges, claiming speculative capital is shifting toward prediction markets while mining resources increasingly move into AI infrastructure. Bitcoin advocates reject the idea that these developments weaken Bitcoin's long-term fundamentals.
DASH Drives Growth Through Broader Commerce Platform Offerings
DoorDash expands its merchant network through Shopify and Dollar Tree deals as competition and tech investments pressure margins.
DASH 
