Stock Market & Financial News
First Solar Climbs 5% on Bullish Wells Fargo Note, SolarEdge Jumps 8%, Canadian Solar Gains 7%, Enphase Rises 5%
Solar stocks are ripping higher in Monday trading, led by a bullish Wells Fargo note on the sector's biggest domestic manufacturer.
SEDG Gold (XAUUSD), Silver, Platinum Forecasts – Gold Pulls Back As Traders Take Profits After Rebound
Precious metals markets are moving lower at the start of the week.
Microsoft and Xbox layoffs today: Tech giant cuts 4,800 jobs, including 20% of video game staff, amid AI shift
Microsoft announced on Monday it is laying off 4,800 employees, or 2.1% of its workforce—with more to come—as part of a massive cost-cutting restructuring effort. The layoffs include major cuts from its Xbox division.
MSFT Nvidia Just Entered A $200 Billion Market - History Says What Happens Next
Nvidia Corporation remains a Strong Buy, as recent stock weakness is disconnected from operational performance and driven by external sentiment factors. NVDA's Q1 revenue surged 85% YoY to $81.6B, with Data Center revenue up 92% and gross margins holding near 75% despite rapid scaling. Management guides for $91B Q2 revenue, excluding China Data Center compute, and expects stable margins through the next chip transition.
NVDA 
CNI Strengthens Energy Logistics With Record Propane Shipments
Canadian National sets a monthly propane shipment record, highlighting stronger network efficiency and growing export demand.
CNI 
DELL Jumps 213% YTD: Is There More Room for the Stock to Appreciate?
Dell Technologies' AI server boom and expanding customer base support prospects, but supply constraints, margin pressure and competition loom.
DELL 
Cenovus' Integrated Structure Offers an Edge Amid Lower Oil Prices
CVE's refining and pipeline network gives it an edge in a lower oil price environment, helping cushion upstream pressure and support margins.
CVE 
The Greenbrier's Stock Rises 15.3% Since Fiscal Q3 Earnings Release
GBX beats fiscal Q3 earnings estimates, but its shares slide after the results as the company narrows its 2026 EPS guidance while maintaining its sales outlook.
GBX 
ServiceNow Was the SaaS Stock AI Was Supposed to Kill. Its Numbers Say Otherwise.
Many analysts now believe ServiceNow (NYSE:NOW | NOW Price Prediction) is mispriced.
NOW 
Bitcoin Rebounds Above $63,500 After Strategy's $216M Sale Triggers $214M in Short Liquidations
Bitcoin nearly reached $64,000 over the weekend before a sharp Monday morning drop dragged it to an intraday low of $61,246. It quickly rebounded back above $63,500, maintaining a nearly 7% gain for early July.
SUI tops the list as $1.4 billion in tokens unlock this week
Token unlocks top $1.4 billion this week, with SUI leading at $62.68 million across ten major crypto projects.
ON Benefits From Rising Demand for Power Solutions: What's Ahead?
ON Semiconductor's AI data center revenues are set to double in 2026 as advanced power solutions gain traction across EVs, energy storage and industrial markets.
ON 
Axon Crosses Its 200-Day SMA: Should You Buy the Stock Now?
AXON crosses its 200-day SMA as strong TASER, software and counter-drone demand support growth, despite an elevated valuation.
AXON 
Fiserv And Lululemon Lessons Revisited: 5 Popular Stocks With Quant Sell Ratings
The Quant system has a back-tested history of significant outperformance compared to the S&P 500 and Wall Street analysts – proven outperformance that has worked on the buy and sell. This article explains how Seeking Alpha's Quant Sell ratings have historically helped investors avoid underperforming stocks while identifying companies facing continued downside risk. Revisit two previous stock crashes that followed Quant Sell ratings and examine three popular stocks whose slowing fundamentals warrant increased investor caution.
FI 
Bitcoin Miner TeraWulf Lands Massive 20‑Year Agreement With Anthropic Worth an Estimated $19B
TeraWulf signed a 20-year lease agreement with Anthropic projected to generate approximately $19 billion in revenue. The deal includes an AI infrastructure campus in Hawesville, Kentucky, with a capacity of 401 MW of critical IT load. WULF shares are up more than 117% year-to-date and jumped 17% on Monday alone.
CHI: Strong Performance, But Tech Exposure Could Be A Risk
The Calamos Convertible Opportunities and Income Fund delivers an 8.72% yield and has outperformed the S&P 500 over the past year. CHI's focus on convertible bonds and junk bonds provides equity-like upside with less interest rate sensitivity than traditional bond funds. The fund's 37.2% technology sector exposure offers growth potential but introduces concentration risk, especially if AI-driven valuations falter.
CHI 
Lockheed Martin to acquire Ultra Maritime for $3.5B
Lockheed Martin Corp (NYSE:LMT) said on Monday it has signed a definitive agreement to acquire Ultra Maritime for $3.45 billion, in a move aimed at expanding its undersea warfare and anti-submarine warfare capabilities for allied naval forces. Ultra Maritime is a global defense company specializing in advanced undersea systems, including sonar technologies, sonobuoys, torpedo defense systems, radar solutions and autonomous maritime sensing platforms.
LMT 
Tether's Alloy Launch Shows Stablecoins Are Moving Beyond Plain Dollars
Tether has launched Alloy, a synthetic dollar product backed by Tether Gold, in a move that pushes the stablecoin issuer further beyond simple dollar tokens. TL;DR This article was written by the News Desk and edited by Samuel Rae.
Bear of the Day: Nike (NKE)
Nike ( NKE ) shares continue to slide for one primary reason which the Zacks Rank has warned investors about for the past two years: persistent downward EPS estimate revisions by Wall Street analysts. In just the past few months the consensus EPS estimate for FY 2027 (ends May) has declined by 20% from $2.00 to $1.80.
NKE 
Is the Bitcoin ETF Boom Losing Momentum?
The U.S. -listed Bitcoin ETFs have seen a record $4.5B outflow in June 2026 as Bitcoin falls 20.5%, while investors shift toward select altcoin ETFs.
IBIT 
Here's Why You Should Retain FactSet Stock in Your Portfolio Now
FDS' recurring revenues, AI adoption and recent client wins fuel subscription growth. Its rising costs and competition remain key risks.
FDS 
Palo Alto Networks stock hits record high as analysts raise price targets
Shares of Palo Alto Networks Inc. (PANW) climbed more than 5% on Monday after analysts at BTIG and Wells Fargo raised their price targets on the cybersecurity company. The analysts raised prices citing improving business momentum and continued demand for AI-driven security solutions.
PANW 
Nvidia's Biggest Threat Is This: Everyone Is Desperate to Stop Paying Nvidia Prices.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) owns the AI compute market, but every major customer is spending billions to buy less of what it sells.
NVDA 
Solana price remains on recovery path as on-chain activity reaches new high
Solana price has held above key technical support even after slipping 1.7%, while U.S.-listed spot Solana ETFs have continued attracting fresh inflows as Bitcoin and Ethereum funds recorded weekly withdrawals.
US DOGE Service ends operations after failing to meet its $2T savings target
The closure highlights challenges in achieving ambitious fiscal reforms, potentially impacting future government efficiency initiatives. US DOGE Service ends operations after failing to meet its $2T savings target.
Here's Why Investors Should Hold CLH Stock in Their Portfolios Now
Clean Harbors' PFAS growth, AI-backed automation, strong liquidity and buybacks bolster its outlook, though rising costs, no dividend and competition pose risks.
CLH 
Can Cisco's AI Networking Momentum Lift CSCO Stock Higher?
CSCO's networking business is gaining momentum as AI infrastructure demand, campus refresh projects and hyperscaler deployments fuel a broader growth cycle.
CSCO 
Strategic Deals Boost EQNR's Offshore Operations & Production Growth
Equinor extends its key offshore helicopter services and secures drilling rigs to support long-term production growth on the Norwegian Continental Shelf.
EQNR 
Solid Waste Management Market Expansion Aids RSG Amid Low Liquidity
Republic Services' solid waste exposure, dividend growth and buybacks support its outlook, though permit hurdles and a low current ratio raise concerns.
RSG 
Does IREN Have the Inside Track on This $22 Billion Opportunity?
Leaked Anthropic documents reportedly point to a 1.4 gigawatt Australian capacity push worth roughly $22 billion, and IREN (NASDAQ:IREN) sits among a short list of operators with announced gigawatt-scale Australian ambitions to bid for it.
IREN 
