Stock Market & Financial News
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."
Netflix's Weak Outlook Overshadows Q2 Earnings Beat: Time to Hold?
NFLX's Q2 earnings beat is eclipsed by weaker revenues, softer guidance and engagement concerns, leaving investors weighing whether to wait for clarity.
NFLX 
AerCap to order 15 Boeing 787, sources say
Leasing giant AerCap is set to place an order for 15 Boeing 787 jets, two industry sources said on Monday.
BA 
Strategy Pauses Bitcoin Buying as It Turns to Stock Market for Liquidity
Strategy paused Bitcoin purchases and increased cash reserves.
AMD: Hyperscaler Deals Drive Growth
AMD's numerous long-term deployment deals with tech giants mean that its double-digit revenue growth will continue well into the future.
AMD 
Apple set to beat Q3 estimates as BofA sees margin dip as transitory
Apple Inc (NASDAQ:AAPL, XETRA:APC) is expected to beat consensus estimates for its fiscal third quarter, according to Bank of America, even as the bank takes a more conservative view of iPhone seasonality tied to a staggered launch schedule. BofA said investor focus will center on component cost inflation, the durability of gross margins, and the transition following the end of Tim Cook's tenure as CEO.
AAPL 
Beyond the Spot Price: The Changing Landscape of Commodity ETFs
Historically investors have bought physical commodity ETFs to gain direct exposure to the spot price of real assets. These funds provide a straightforward way to hedge against inflation and market volatility without the burden of physically storing the assets or the structural yield drag associated with futures contracts.
GLD 
Fifth Third Bancorp: Comerica Is Now A Growth Catalyst
Fifth Third Bancorp (FITB) is upgraded to 'Buy' following the successful Comerica acquisition and robust Q2'26 earnings beat. FITB's net interest income surged 48% year-over-year, driven by Comerica integration and strong commercial & industrial loan growth. The Comerica merger positions FITB as the ninth-largest U.S. bank, with significant run-rate cost synergies and book value expansion potential.
TBBK 
4 Medical Products Stocks Poised to Win Despite Industry Headwinds
Terumo, QuidelOrtho, Lumexa Imaging and BrainsWay are tackling industry headwinds through innovation, pricing and execution as healthcare demand stays resilient.
BWAY 
Tesla Is Still Down 17% in 2026. Can Wednesday's Earnings Event Get TSLA Stock Back on Track?
Shares of Tesla (NASDAQ:TSLA | TSLA Price Prediction) are down 17% year to date (YTD) in 2026, and the electric vehicle maker has one clear chance this week to change the story.
TSLA 
Gold's $4k Bent but Not Yet Broken on a Weekly Close Basis
It's been a brutal four-month stretch for Gold and that statement really can be spanned back to six months, as it was January 29th when the metal had set its current all-time-high just below $5600/oz. The initial pullback from that move was violent, with prices testing just above the $4400 handle a few days later, but that move was bid as late-stage buyers posed a bounce, and that move inevitably topped out at a lower-high of $5400/oz in early-March.
The Sell-Off in Trendy Stocks Looks Bad—But Could It Help Push the S&P 500 to New Highs?
“Buy high, and sell higher” used to be a working investment strategy, until it wasn't.
IVV 
Abercrombie & Fitch: Cash Cow Machine With Swing Trade Potential - Reiterate Buy
Abercrombie & Fitch faces growth headwinds in the EMEA region and Hollister brand, with the prolonged US-Iran hostilities potentially triggering a delayed recovery cadence. The same has been observed in the mixed FQ2'26/FY2026 guidance, albeit potentially mitigated by robust APAC/Americas regions' demand recovery. The stock price consolidation has triggered ANF's value thesis at P/E at 9.17x, with future macro/demand recovery potentially triggering rich capital appreciation.
ANF 
5 Founder-Led Companies Built to Innovate and Outperform
NVIDIA, Amazon, Berkshire, Palantir and Dell stand out as founder-run companies with strong vision, innovation and long-term growth drivers.
AMZN 
