It really does feel like shares of Nvidia (NASDAQ:NVDA | NVDA Price Prediction) have finally reached a bit of a ceiling, and while the new high bar is set just north of $235 per share, it's not all that much higher than the consolidation channel that the stock spent most of the past year hovering around.
Meta Platforms (NASDAQ:META | META Price Prediction | META Price Prediction) delivered Q1 2026 EPS of $10.44 versus a $6.66 consensus, a 56.79% beat, on revenue of $56.31 billion (+33.08% YoY).
Salesforce stock has plunged by more than 50% from its December 2024 peak as concerns about its growth outlook have intensified. Its market capitalization has fallen from more than $347 billion to about $136 billion, and the selloff could continue as investors remain concerned about the company's strategy and long-term growth prospects.
Solana tests the key $84-$86 resistance zone, with a confirmed breakout potentially opening the way toward $126 and strengthening its recovery.
JIII is an active ETF investing in a wide assortment of bond sub-asset classes, including corporate bonds, treasuries, MBS, CLOs, and more. It is roughly 50-50 investment-grade and non-investment grade, ensuring reasonable quality and income. It offers investors a 6.4% yield, closer to high-yield bonds than investment-grade. Realized volatility and drawdowns are quite low too.
ServiceNow, Inc. remains a top AI-native software pick, delivering robust Q1 2026 results and raising its full-year outlook. NOW's pivot to AI is driving tangible growth: a 22% YoY revenue increase, 23.5% RPO growth, and strong demand for AI products like Now Assist. Valuation is no longer extreme but remains at a premium; a PEG ratio of 1x reflects a 25% EPS CAGR, justifying selective accumulation.
Ethereum's ETH/BTC breakout test could confirm a wider altcoin rally, even as RSI warns that ETH's latest rebound may be nearing a local top.
Aave's expansion to Avalanche could redefine DeFi's role in traditional finance, potentially unlocking vast new markets and liquidity sources. Aave V4 launches on Avalanche in first expansion beyond Ethereum, eyes $100B RWA market.
The gold market is struggling to hold support at $4,000 an ounce and faces solid selling pressure as U.S. consumer spending, a key driver of economic activity, remains relatively healthy.
AtaiBeckley Inc. (NASDAQ:ATAI, XETRA:9VC) has agreed to be acquired by Eli Lilly and Co (NYSE:LLY) in a transaction valued at up to approximately $3.8 billion, with the deal adding the clinical-stage biotechnology company's pipeline of investigational therapies for treatment-resistant depression and other mental health conditions to Lilly's neuroscience portfolio. Under the terms of the agreement, Lilly will pay $6.75 per share in cash at closing, representing an aggregate equity value of about $2.8 billion.
– Gold prices are selling off on Thursday morning after the Philadelphia Federal Reserve's manufacturing sector survey improved beyond expectations this month.The regional central bank said its manufacturing business outlook for July came in at 41.4 after a reading of 10.3 in June. The data was far better than expected, as economists were looking for a reading of 13.0 this month.
Bitcoin's failed breakout above $65,500 puts $61,000 in focus as BTC tests $63,600 support and traders watch for a possible rebound toward $67,000.
GE Aerospace (GE) came out with quarterly earnings of $2.02 per share, beating the Zacks Consensus Estimate of $1.86 per share. This compares to earnings of $1.66 per share a year ago.
SpaceX has become one of Wall Street's biggest targets for short sellers just weeks after completing the largest initial public offering in history, as investors increasingly bet that the Elon Musk-led company's blockbuster valuation could come under pressure. The stock briefly slipped below its $135 IPO price on Wednesday before recovering to close at $135.27, marking the first time it has traded below its debut price since listing on the Nasdaq last month.
Vir Biotechnology is entering a catalyst-rich period with key clinical trial readouts from the ECLIPSE program in hepatitis delta plus updates from its T-cell engagers in oncology indications. VIR has partnered with Astellas Pharma to develop VIR-5500, its masked PSMA-targeting T-cell engager for prostate cancer. Updated data from VIR-5818 are due in H2'26 and could include a further ~18 months of data.
British Pound eases against Yen after hitting highest level since 2007
QuickSwap's V4 launch with aggregator support enhances competitive liquidity access on Polygon PoS, potentially improving trade efficiency. QuickSwap V4 pools go live on Polygon PoS with day-one backing from KyberNetwork and OpenOcean.
Insteel Industries (IIIN) came out with quarterly earnings of $0.46 per share, beating the Zacks Consensus Estimate of $0.45 per share. This compares to earnings of $0.78 per share a year ago.
Iran war and high inflation have limited impact
Jamie Dimon became CEO of JPMorgan Chase (NYSE:JPM | JPM Price Prediction) on December 31, 2005, and the two decades since have redefined American banking.
Medicus Pharma (NASDAQ:MDCX) said it has received US FDA feedback and central Institutional Review Board approval for its optimized Phase 2 study of Teverelix in men following a first episode of acute urinary retention. The redesigned study, designated ANT-2111-02, is expected to enroll approximately 126 patients across the United States and Europe, down from roughly 390 patients contemplated under the company's previously disclosed development plan.
Gold prices are near session lows on Thursday morning following the release of better than expected labor market data after the number of Americans filing new claims for unemployment benefits came in below economists' forecasts.
Citi has told investors that concerns over UK politics and Chinese regulation weighing on the country's banks should now begin to ease, allowing attention to return to what it calls impressive return trajectories. In its summer 2026 big-picture note on the sector, the bank said it remained constructive on UK bank fundamentals, citing net interest margin expansion and high-volume growth.
Cardano's enhanced on-chain signature verification could boost developer trust and adoption, impacting multi-signature and DeFi platforms. Cardano smart contracts can now verify thousands of signatures on-chain at low cost.
Citizens Financial Group (CFG) came out with quarterly earnings of $1.3 per share, beating the Zacks Consensus Estimate of $1.25 per share. This compares to earnings of $0.92 per share a year ago.
Ethereum price has retreated from a two-month high after traders locked in profits, though analysts still expect a push toward $2,000 while key support holds. The June U.S.
Cintas NASDAQ: CTAS share price isn't low, trading at 37x current-year earnings, approximately 65% more expensive than the average S&P 500 company, but this is about as cheap as it's going to get.
Strategy raises cash reserves to $3B after pausing Bitcoin buys, as STRC recovery shapes its next BTC purchase plan.
This partnership could revolutionize global digital asset markets by enhancing accessibility and efficiency in trading Japanese equities. SBI Group partners with Ondo Finance to tokenize Japanese stocks using yen stablecoin.
Taiwan Semiconductor delivered stellar Q2 2026 results, with revenues up 34% y/y to $40.2B and robust margin expansion driven by AI demand. TSM's HPC segment grew 47.4% y/y, now 66% of revenues, while advanced 2nm node ramp and aggressive capex underpin its technology leadership. Despite near-term margin dilution from 2nm and elevated capex, I see TSM trading at a 30% discount to fair value ($526/share) and view current weakness as a buying opportunity.