Stock Market & Financial News
Bitcoin and Ethereum ETFs Drive Institutional Capital Flow
Cryptocurrencies traded in a narrow range on Friday as investors weighed another week of positive spot ETF inflows against weakening market sentiment, with Bitcoin holding near $63,960 and Ethereum trading around $1,845.
The $55B quarter: how trading, AI, and dealmaking drove record earnings for Big Banks
Wall Street's biggest banks are proving that even geopolitical uncertainty and volatile markets can be highly profitable when trading desks stay busy and artificial intelligence fuels an unprecedented wave of capital raising. The six largest US banks generated a combined $55 billion in second-quarter profits, comfortably exceeding analysts' expectations as market volatility, record AI-related fundraising and a resurgence in investment banking produced one of the strongest quarters for the financial industry in years.
IYF Ethereum Price Prediction: Losing $1,825 Could Send ETH Back Toward $1,700
Ethereum retests $1,825 support as traders weigh a renewed breakout toward $12,000 against a deeper pullback below $1,700.
Bitcoin Price Prediction: BTC Could Rally Toward $76K Before a Midterm Crash
Bitcoin may rally toward $76,000 before a midterm-driven reversal sends price toward $55,000 or the low-$50,000 range later.
Bitcoin must defend $62,500 as altcoins lose $8.8 billion in a week
Bitcoin enters the weekend trading near $62,500 to $64,300, keeping the intraday low as the market's clearest immediate threshold. That level's defense and the behavior of Ethereum, HYPE, and the broader altcoin market present a combined test this weekend of whether Bitcoin can hold $62,500 as the rest of the market starts closing the distance.
ASML Stock: Strong AI Demand Strengthens Buy Case
ASML Holding N.V. delivered strong Q2 2026 results, raising full-year sales guidance to €43–45 billion and gross margin to 54–56%. Volume growth across advanced logic, DRAM, immersion systems, and installed-base upgrades underpins the upgraded outlook, with capacity expansions planned through 2028. EBITDA and free cash flow estimates for 2026–2028 were lifted by 24% and 28%, respectively, supporting a bullish price target of $2,259 (30% upside).
ASML 
ManpowerGroup: The Recovery Can Now Support Earnings Growth (Rating Upgrade)
ManpowerGroup is upgraded to buy following Q2 2026 results, with sustained revenue recovery and accelerating US momentum. MAN's Q2 organic revenue grew 6.1%, adj. EBITA rose 15%, and adj. EPS jumped 27%, with Q3 guidance confirming continued strength. Operating leverage is set to increase as existing employee capacity and a transformation program target $200 million in annual savings by 2028.
MAN 
Assembly Biosciences: A Gilead-Backed Antiviral Option With More Embedded Leverage Than The Market Appreciates
Assembly Biosciences has evolved into a strategically financed antiviral platform, underpinned by a robust partnership with Gilead and a strengthened balance sheet. ASMB's pipeline targets high-unmet-need indications—recurrent genital herpes, HDV, and cholestatic liver diseases—with differentiated mechanisms and strong early clinical data. Pro forma liquidity exceeds $340 million post-offering, supporting operations through 2028 and enabling strategic optionality without near-term capital needs.
ASMB 
Intuitive Surgical Is Getting Punished For No Good Reason
Intuitive Surgical remains a buy despite a nearly 30% stock decline and post-earnings volatility. Adoption metrics are resilient, with strong system placements and installed base growth offsetting softer U.S. procedure growth. Profitability improved: Q2 non-GAAP gross margin expanded to 70%, operating margin to 42.1%, and EPS beat by $0.30.
ISRG 
ONDO team-linked wallet sends 26M tokens to Coinbase – Sell-off next?
ONDO survived a team-linked exchange deposit, but can buyers absorb continued whale selling?
Solis targets lithium and copper catalysts - ICYMI
Solis Minerals Ltd (TSX-V:SLMN, ASX:SLM, OTCQB:SLMFF, FRA:08WA) earlier this week commenced diamond drilling at its wholly owned Mandacaru Lithium Project...
TTWO 
Redwire: Down 65% Since May - This Is The Best Entry Point Yet
Redwire Corporation is transitioning from uncertain growth to visible, higher-quality execution, supported by a record $498M backlog and a strong book-to-bill of 1.92. Gross margins have expanded to 26.6% (from 14.7% YoY), driven by a mix shift toward higher-margin programs and early production scaling. The defense tech segment's momentum is accelerating, with scaled deployment of Stalker UAS and a $21.5M follow-on order signaling multi-year upgrade cycles.
RDW 
Michael Saylor says corporations hold the key to Bitcoin's global rise
With Strategy's cash reserve now at $3 billion, founder Michael Saylor has named corporate adoption as a necessary condition for Bitcoin to become a global currency network.
Nvidia, Micron lead 4 cash-rich stocks with rising profit forecasts
Some of Wall Street's fastest-growing companies are turning expansion into something more tangible: cash. Nvidia, Micron Technology, CrowdStrike and Palo Alto Networks have each reported sharp increases in operating or free cash flow while management or analysts lifted profit forecasts.
MU 
IBM CEO Arvind Krishna Has Nowhere to Hide From AI
The once-great tech giant's place in the new tech cycle is in disarray.
IBM 
Contango Silver & Gold Inc. (CTGO) Discusses Trends and Volatility in Gold, Silver, Copper, and Tungsten Markets Transcript
Contango Silver & Gold Inc. (CTGO) Discusses Trends and Volatility in Gold, Silver, Copper, and Tungsten Markets Transcript
CTGO 
Hyperliquid's Jeff Yan warns crypto is losing its brightest minds to AI
Hyperliquid co-founder Jeff Yan has warned that crypto's failure to attract enough top entrepreneurs has become one of the industry's biggest obstacles as young talent moves toward artificial intelligence.
Tether Wallet Development Kit Launches Web Testing Platform for In-Browser Wallet Function Testing
The Tether Wallet Development Kit has launched a web testing platform designed for in-browser wallet function testing, giving developers a way to check wallet flows directly inside a browser environment.
Solana News: SOL Hits 300,000 RWA Holders, Leaving Other Chains in the Dust
Solana crosses 300,000 RWA holders as Circle adds $250M liquidity. SOL trades at $74.56 with a key supply wall at $79–$85. Full price analysis and what it means for traders.
Amazon: A Scaled-Up AWS Rinse And Repeat Is All It Needs
Amazon is accelerating into strong double-digit revenue growth, with Q2 2026 expectations at 16.8% year-on-year and robust AWS momentum. CapEx is now overwhelmingly dedicated to AWS and generative AI, with TTM CapEx at $151 billion and a target to exceed $200 billion by FY 2026. AWS and AI revenue growth are directly linked to CapEx, supporting a bullish thesis for 40–45% AWS revenue growth over the next several quarters.
AMZN 
Dogecoin Momentum Fades As Traders Wait For Fresh Catalysts
Long supported by the enthusiasm of social networks and Elon Musk's statements, Dogecoin (DOGE) is going through a decisive phase. While the crypto market experiences a resurgence of volatility and investors reduce their exposure to the riskiest assets, the famous memecoin once again sees its model put to the test.
AGCO Corporation Is Finally Cheap Enough To Justify An Upgrade
AGCO Corporation is upgraded from 'hold' to a soft 'buy' due to strong revenue and profitability growth despite challenging agricultural markets. AGCO trades at the lowest multiples among peers, with potential upside of up to 159.8% if valuation converges to group averages. The first quarter of 2026 saw revenue rise to $2.34B and adjusted net income more than double, driven by EME segment strength.
AGCO 
TSMC: The Market Is Punishing The Wrong AI Stock
Taiwan Semiconductor Manufacturing Company delivered a standout Q2 with $40.2B in revenue, a 67.7% gross margin, and robust Q3 guidance. TSM's capital expenditure guidance increased to $60–$64B for 2026, reflecting strong customer demand rather than speculative capacity expansion. Margins remain exceptional despite capex intensity, with Q3 guidance for 65–67% gross margin and 56–58% operating margin.
TSM 
Trusted Volumes Attacker Returns 1,122 ETH, Keeps $2M Bounty
An attacker behind the Trusted Volumes exploit returned 1,122 ETH to the affected party while keeping roughly $2 million of the drained funds, an outcome that on-chain trackers have described as a de facto bounty settlement.
Will new Uniswap protocol fee proposals drive ‘substantial UNI burn'?
UNI burn rate increased 3x in the past week as Robinhood traction exploded
The Japanese Yen Has a Powerful Long-Term Tailwind - MUFG USD/JPY Forecast
The Japanese Yen has struggled to build on recent gains despite expectations for further Bank of Japan policy tightening, but MUFG believes investors are overlooking a structural shift that could provide significant long-term support for the currency. The US Dollar to Japanese Yen exchange rate (USD/JPY) traded close to recent cyclical.
Palantir Stock Slipped 35% From Its Peak. Is the Artificial Intelligence (AI) Software Leader a Safe Buy for the Second Half of 2026?
Palantir continues to deliver strong growth. The stock trades at too high a valuation to warrant an investment.
PLTR 
Global Oil Supply Is Being Squeezed From Two Directions at Once. Here Are the Best Energy Stocks to Buy.
In a world of rising inflation and commodity prices, identifying the right investment separates the market beaters from the rest. ExxonMobil's advantage lies in having the industry's lowest breakeven costs.
GTLL 
Hyperliquid Co-Founder Says Crypto Struggles to Attract Top Talent
A Hyperliquid co-founder has argued that the crypto industry is struggling to attract top entrepreneurial talent, framing the issue not as a hiring problem at any single company but as a structural weakness across the sector. The remark, delivered in a short video clip, positions talent attraction, rather than price or product, as the industry's underlying constraint.
Zeta Global: One Of A Small Number Of AI Stocks Actually Delivering
Zeta Global Holdings stands out as a true AI-driven software company, effectively monetizing its technology. Q1 2026 results were robust: earnings up 50% YoY, customer count up 19%, EBITDA up 42%, and free cash flow up 48%. The Athena platform launch strengthens ZETA's competitive moat by making its customer-data ecosystem more accessible and actionable for enterprise marketing teams.
GTLL 
