The newly released 2026 Statistical Review of World Energy reinforces a point that sometimes gets lost in political discussions about energy: the United States remains the world's largest oil producer.
Michael Saylor posted his signature orange-dot bitcoin chart after Strategy sold 3,588 BTC for $216 million, reigniting a familiar signal while casting fresh doubt over whether another buy is imminent or if the strategy itself is turning.
The Vanguard Total International Stock ETF (NASDAQ:VXUS) is the default choice for most investors who want exposure to companies outside the United States.
Delta Air Lines NYSE: DAL lived up to its motto, with the Q2 2026 earnings results showing strength, suggesting its shares can Keep Climbing. Drivers include outperformance driven by international demand, overall demand, premiumization, and structural cost advantages, which together provide ample cash flow.
Valmont Industries (VMI) remains a soft 'buy' as infrastructure growth offsets agricultural weakness, with shares up 36.7% since April. VMI's Infrastructure segment, driven by North American utility demand and data center expansion, posted 14.1% revenue growth in Q1 FY2026. Management targets $5.4B revenue and $35 EPS by 2029, with a $6.7B pipeline and strong grid investment tailwinds.
BridgeBio Pharma (BBIO) remains a "Strong Buy," driven by regulatory approvals, robust pipeline progress, and significant commercial momentum for Attruby in ATTR-CM. Company has achieved U.S. and international approvals for acoramidis, with Q1 2026 U.S. net product revenue reaching $180.6 million, and is pursuing further pipeline expansion. Positive phase 3 PROPEL 3 data for oral infigratinib in achondroplasia supports an NDA submission in Q3 2026, targeting a $2.9B global market.
BlackRock's tokenized Treasury fund has rapidly expanded on Avalanche, underscoring growing institutional demand for blockchain-based money market products.
Cantor and BSTR are negotiating new terms after the old financing package stopped being binding, turning a Bitcoin treasury launch into a test of investor demand.
NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) and AMD (NASDAQ: AMD) both closed strong quarters, but the ground shifted this week when Perplexity picked NVIDIA's new Vera CPUs over x86 server chips for its multi-agent AI coding stack, running 1.5 times faster than standard server processors.
Thailand will verify cash deposits above 5 million baht and review large USDT trades with Thai SEC to trace hidden owners and illicit flows.
The U.S.
U.S. President Donald Trump said on Sunday that the Strait of Hormuz is open to commercial traffic, though the U.S. and Iran continue to trade attacks that have raised concerns over safety on one of the world's most important oil shipping routes.
The S&P 500 Index continued rising and neared its all-time high on Friday as some big tech companies like Nvidia and AMD rebounded. It ended the week at 7,575, with its perpetual futures on Hyperliquid ticking downwards today.
XRP has dropped nearly 70 percent from its July 2025 high of around $3.66, trading near $1.12 by early July 2026. That kind of drawdown tests even patient holders. But a growing number of chart watchers say the pain might be masking something bigger playing out underneath.
Occidental Petroleum has been upgraded by Evercore, citing improved capital efficiency and successful deleveraging. Recent optimism is now driven by expectations of sustained higher commodity prices, making bullish theses more secure. Both Seeking Alpha's quant system and Wall Street analysts currently rate OXY as a buy.
I initiate coverage of Helus Pharma with a speculative Buy, citing an attractive high-risk/high-reward setup ahead of the pivotal Phase 3 APPROACH readout in Q4 2026. HELP's lead asset HLP003, an oral deuterated psilocin analog for adjunctive MDD, shows compelling Phase 2 efficacy, FDA Breakthrough Therapy Designation, and a differentiated clinical profile. Current valuation (~$269M EV, ~$207M pro forma cash) under-credits the probability-weighted value of HLP003, with a risk-adjusted implied EV of ~$1.5B if Phase 3 succeeds.
A legal case in New York threatens to create an explosive precedent for bitcoin. Noah Doe claims to be able to claim 39,069 dormant addresses, valued at around 293 billion dollars, under abandoned property laws.
BlackRock's BUIDL topped $900 million on Avalanche after adding $436 million in one week, taking its total AUM to about $2.87 billion today.
AI data center operators are staring down a bandwidth wall, and the fastest way over it runs through glass, not copper.
The surge in Solana deposits on Aave v4 signals a strategic shift in DeFi dynamics, potentially enhancing Solana's competitive edge in crypto. Solana deposits on AAVE v4 double in past month, boosting DeFi interest.
Increased regulatory scrutiny on USDT transactions in Thailand may reduce trading volumes, impacting market liquidity and foreign participation. Bank of Thailand and SEC launch joint probe into high-value USDT transactions.
Bitcoin could be hit by its “ultimate catalyst” that triggers institutional “fear of missing out” (FOMO) as soon as this month
Data centers will consume up to 12% of U.S. electrical demand by 2028, and every EV on the road, every AI training rack and every solar inverter feeding the grid pushes current through a power semiconductor.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and SanDisk (NASDAQ:SNDK) delivered blockbuster quarters that pulled the AI infrastructure trade in opposite directions.
Solaris Energy Infrastructure remains a Buy, with a new price target of $97, driven by Power Solutions' transformation and robust contracted growth. Inclusion in the S&P SmallCap 600 will create a significant technical demand shock, enhance liquidity, and attract new institutional investors. SEI's 2.2GW of long-term contracted capacity with major tech customers underpins EBITDA growth from $244M (2025) to $646M (2027), compressing valuation multiples.
Investor Michael Burry made hundreds of millions of dollars as the Great Financial Crisis unfolded by shorting subprime mortgages. This would lead to his eventual portrayal in the film “The Big Short," positioning him as a famed investor.
Argan, Inc.reported robust Q1 FY27 results, with 50% topline growth and record $290.9M revenue, driven by multiple project completions. $2.8B backlog and continued demand momentum from surging North American energy demand should drive topline growth in the quarter ahead. Strong project execution and a richer project mix is likely to support margins beyond FY27.
Analog semis just flashed the clearest cycle-turn signal in three years, and the price action is confirming it: ON Semiconductor (NASDAQ:ON | ON Price Prediction) is up 69.24% year to date through July 10, and it isn't even the best performer on this list.
Global X Russell 2000 Covered Call ETF remains a hold due to structural NAV erosion and capped upside from its ATM option strategy. RYLD offers a high monthly yield of 11.9% and delivered a 20.5% total return over twelve months but underperforms peers in bull markets. The fund's reliance on return of capital for distributions and declining NAV make it unsuitable as a long-term buy-and-hold position.