Stock Market & Financial News
EUR/TRY Nears Key Barrier: Will the Uptrend Finally Break Through?
The euro has regained some ground against the Turkish lira after a period of decline in late June. The pair is currently trading near the 54.00 level, which has previously acted as a resistance point.
Ripple's Agentic Push May Not Save XRP Price From a 13% Drop
XRP price is signaling trouble even as Ripple's business news turns bullish. The token near $1.11 is tracing a bearish reversal on its 8-hour chart that threatens a roughly 13% drop.
Morpho restores app and API after suspected AWS CloudFront outage
Morpho restored its app and API after a suspected AWS CloudFront outage caused partial disruption, with no onchain failure reported.
Dow Jones called higher but Nasdaq lower, Lilley to acquire AtaiBeckley
Wall Street looked set for a mixed open Thursday with further yo-yoing in technology stocks amidst a fresh batch of corporate earnings. Futures pointed to the Dow Jones opening 0.2%, while the S&P 500 was called down 0.2% and the Nasdaq looked set to bear the brunt of the selling, with futures off 0.8% as semiconductor stocks see pressure.
DOW 
BlackRock Moves $140 Million in Bitcoin as ETF Inflows Signal Institutional Demand
BlackRock's latest Bitcoin (BTC) transfer has put ‘institutional flow' back in the spotlight, even as crypto prices and derivatives positioning pointed to a choppy, risk-sensitive market. On Wednesday UTC, on-chain data showed BlackRock withdrawing 2,152 BTC—worth roughly $140 million—from Coinbase Prime, a venue widely used by institutions for custody and execution.
Commerce Bancshares (CBSH) Q2 Earnings and Revenues Beat Estimates
Commerce Bancshares (CBSH) came out with quarterly earnings of $1.1 per share, beating the Zacks Consensus Estimate of $1.04 per share. This compares to earnings of $1.14 per share a year ago.
CBSH 
The AI Supply Chain Just Confirmed Nvidia's Future
TSMC and ASML both raised guidance, confirming AI infrastructure remains supply constrained, while Rubin's N3 node is fully booked and CoWoS capacity expands nearly 50%. Nvidia's Kyber delay concerns appear limited to Rubin Ultra, leaving mainstream Rubin NVL72 deployments and near-term revenue expectations largely unchanged. Qualification of Samsung, SK hynix and Micron for HBM4 reduces supply-chain risk as the industry shifts toward higher-capacity 16-Hi HBM4 memory.
HBM 
Duke Energy: Contracted Load Makes The Growth Plan More Credible
I rate Duke Energy a buy, driven by structural EPS growth from data-center demand and substantial signed load agreements. DUK's $103 billion investment plan through 2030, with ~7.6 GW of signed agreements and ~5 GW under construction, underpins credible long-term earnings acceleration. Regulatory and funding risks remain, but recent settlements and proactive capital planning narrow the downside while supporting the investment case.
DUK 
EU Gives Google Binding Instructions to Open Android, Search Engine Data to AI Rivals
The European Union gave Google binding instructions to open up its Android operating system and search engine data to greater competition.
GOOG 
DraftKings: A 40% Selloff Runs Contrary To The 64% Adjusted EBITDA Increase
DraftKings (DKNG) is transitioning from a waiting game to approaching consistent profitability, as evidenced by strong Q1 2026 results. Q1 2026 revenue grew 17% YoY, while EBITDA surged 64% YoY, highlighting significant operating leverage. DKNG now benefits from multiple growth drivers: improved sportsbook margins, iGaming expansion, prediction markets, and higher revenue per customer.
DKNG 
Affirming Affirm: This Is Just The Beginning, The Stock Has A Long Way To Go
Affirm has outperformed expectations and guided higher since my initial recommendation, rewarding early investors. It has a strong network effect of a growing customer base and an expanding merchant base feeding off each other. It has excellent operating metrics, with gross volume, revenue, customers, and merchants growing over 30% in the past two years.
AFRM 
Bitcoin's old coins have gone quiet and $69,000 could reveal whether the new holders crack
Bitcoin aged one year or more moved on-chain in extraordinary volume during 2024 and 2025, according to Galaxy Research charts shared by analyst Alex Thorn. So far in 2026, the total is less than half of 2025's figure, marking a sharp slowdown after two years of near-record movement among older coins.
GE boosts profit outlook, but stock falls as booming order growth cools
GE Aerospace's stock falls after earnings, again, with recently rapid order-book growth slowing.
GE 
Essity AB (publ) (ETTYF) Q2 2026 Earnings Call Transcript
Essity AB (publ) (ETTYF) Q2 2026 Earnings Call Transcript
ETTYF 
UnitedHealth Group (UNH) Q2 Earnings and Revenues Surpass Estimates
UnitedHealth Group (UNH) came out with quarterly earnings of $6.38 per share, beating the Zacks Consensus Estimate of $4.94 per share. This compares to earnings of $4.08 per share a year ago.
UNH 
TikTok fights to maintain reputation amid Ofcom investigation, AI content avalanche
TikTok is under formal investigation by the UK's internet watchdog over how children are tricking the age filters on the platform. Ofcom says that TikTok's approach to age verification is not enough, as it uses “age inference” to estimate age through the behavior on the app.
Pound Sterling Price News and Forecast: GBP/USD dip-buying favored on pullbacks below 1.3500
Pound Sterling Price News and Forecast: GBP/USD dip-buying favored on pullbacks below 1.3500
Google required to open up to AI, search engine rivals under EU-mandated changes
Alphabet's Google will have to help OpenAI and other AI rivals as well as online search engine competitors access its services to comply with EU rules curbing the power of Big Tech, EU regulators said as they set out the details of the requirements.
GOOG 
Dell stock has stalled since May: will it pop or crash?
Dell Technologies stock has moved sideways since May, when it peaked at a record high of $469.60. It retreated to $412 as investors remained jittery about the AI sector and its hefty valuation metrics.
DELL 
Lido surges 11% as bullish bets climb – Is another breakout taking shape?
Lido's treasury proposal and rising trader confidence pushed LDO higher.
Silver tumbles as energy-driven inflation fears keep rate outlook elevated
Silver tumbles as energy-driven inflation fears keep rate outlook elevated
3 Stocks Riding the AI Data Center Power Buildout in July
AI data center construction is a power problem before it is a compute problem, and the equipment that moves, conditions, cools and backs up electricity inside those buildings is where the earnings leverage is showing up first.
CAT 
ORANGE JUICE raises $40M to buy businesses and build Bitcoin treasury
ORANGE JUICE raises $40 million to buy and permanently own U.S. businesses while building a Bitcoin treasury and pursuing a future listing.
Wolters Kluwer: An Undervalued Compounder Trading At A Discount
Wolters Kluwer has underperformed the S&P 500 despite strong underlying business performance. Sector-wide re-rating (the SaaSpocalypse) has impacted WOLTF, RELX, and Thomson Reuters, but WOLTF has been re-rated more aggressively. Innovation efforts like OpenEvidence and Harvey AI have not yet affected retention rates or outlook for the company.
WOLTF 
XRP Ledger Adoption Grows With 8 Million Funded Accounts
XRP Ledger crosses 8 million accounts as whales accumulate 70 million XRP, highlighting broader adoption and network growth.
Gold forecast: XAU/USD unable to benefit from weak US inflation data
The price of gold was down nearly 1% at the time of writing at midday in London, with the metal unable to further extend its two-day recovery. This comes as the dollar was looking to steady itself after suffering a double dose of inflation surprises this week with both CPI and PPI coming in weaker than expected.
Which Storage Stock Is Best Positioned to Win the AI Memory War?
Continued supply shortages, dramatic price increases, surging AI demand, and persistent competition across international markets have all contributed to volatility in the computer memory industry. With the impending IPO of China's ChangXin Memory Technologies, the landscape is likely to only become more competitive and uncertain in the near-term.
SNDK 
GE Aerospace stock drops despite strong earnings and guidance: what next?
GE Aerospace stock fell more than 4% in premarket trading even after the company reported strong quarterly earnings. The shares dropped to $344.70, leaving them about 10% below their highest level of the year.
GE 
Snowflake unveils $448 million pay plan for CEO tied to ambitious stock targets
Snowflake on Thursday unveiled a compensation package worth up to roughly $448 million for CEO Sridhar Ramaswamy, hinging on the cloud-based data analytics platform's market value almost doubling to $184 billion in seven years.
SNOW 
Hyperion DeFi backs Skew with 500K HYPE on Hyperliquid
On Wednesday, Hyperion DeFi (NASDAQ: HYPD) announced that it will lend 500,000 staked HYPE tokens worth about $33.6 million to Skew Technologies with the purpose of putting up the collateral that Hyperliquid needs to open new institutional futures markets.
