Uniswap's fee switch and Robinhood Chain's $500m volume surge could turn UNI from a governance token into a cash flow asset.
Despite the AI bottleneck trade selling off in July, the S&P 500 refused to break. During this time, I added into 5 of my existing positions in the portfolio. I added to Meta (META), making it an 8% portfolio position, leveraging new AI cloud initiatives, model released and strong price action, with 24% upside to Wall Street targets. I also increased my stake in Mercado Libre (MELI) 6.5% allocation, capitalizing on accelerating revenue and attractive risk-reward, despite recent margin pressures and EPS misses.
Following a significant surge in market activity, NEAR Protocol is once again drawing interest from traders. The token itself stabilized between $1.90 and $1.92, but trading volume increased by more than 43% over the past day.
SBI and the Solana Foundation are collaborating to build an onchain financial market with SBI R3 rebranding to SBI Solana Global.
Hyperliquid's growth in open positions signals increased market confidence, potentially driving further engagement and influencing future market trends. Hyperliquid hits $11B in open positions, highest level of 2026.
Bank earnings set to reflect Wall Street's boom, SK Hynix stock tumbles, tariff inflation is waning, and more news to start your day.
Bitcoin slipped below $63,000 as renewed fighting between the United States and Iran pushed oil prices higher, drove bond yields up, and revived concern that an extended disruption in the Strait of Hormuz could keep inflation elevated. Data from CryptoSlate shows the largest cryptocurrency traded near $62,940, down about 1.4% over 24 hours.
The USD/INR has resumed its upside move, taking tout a critical resistance as Iran announces a new closure of the Strait of Hormuz.
SK hynix (SKHY) is initiated at Buy with a $300 ADR target, reflecting its dominant HBM market share and strategic AI ecosystem integration. SKHY controls ~56% of the global HBM market and maintains deep collaborations with NVIDIA and TSMC, reinforcing its competitive moat. HBM leadership is structurally more defensible than conventional DRAM, enabling SKHY to capture superior economics as AI memory demand surges.
Lockheed Martin faces near-term execution challenges but benefits from surging global defense demand amid escalating U.S.-Iran tensions. LMT reaffirmed 2026 guidance: $77.5–$80B sales, $29.35–$30.25 EPS, and $6.5–$6.8B free cash flow, expecting margin improvement in H2. Major new U.S. and European missile contracts, plus the Ultra Maritime acquisition, enhance LMT's long-term revenue stability and diversification.
A bitcoin address that sat untouched for seven years moved 2,931 BTC worth $188 million to a new wallet on Sunday. Hours later, onchain analysts flagged a separate whale that has now converted 17,385 ETH, roughly $31 million, into 496.3 BTC.
Whale activity on the XRP Ledger has slowed dramatically, with the number of transactions worth more than $1 million falling from 70 over the past week to just two on July 12.
As Space Exploration Technologies Corp. (NASDAQ: SPCX) stock opened Monday, July 13, at a new lower low since hitting the all-time high (ATH), analysts at TrendSpider, an AI-powered market analysis platform, signaled a bearish outlook.
The Foundation's security team used coordinated AI agents to uncover a remotely triggerable crash, then spent most of its effort weeding out convincing false positives.
Nvidia stock's (NASDAQ: NVDA) latest movement has little evidence that the AI infrastructure boom is losing momentum. NVDA jumped 4% on Friday to close at $210.96, extending their weekly gain to about 8.3% as investors returned to the AI-chip leader following a period of relative underperformance.
Stitch Fix presents a compelling rebound opportunity after a ~30% YTD decline, driven by investor rotation away from consumer-facing stocks. SFIX's fiscal Q3 results marked a return to active customer growth and a significant boost in profit margins, reversing multi-year trends. I reiterate a buy rating on SFIX, emphasizing its attractive valuation and sharply raised guidance amid a clean, debt-free balance sheet.
Ripple believes the UK is well-positioned to lead the global shift toward tokenized wholesale markets, thanks to its deep capital markets and strong regulatory framework.
Amrize is rated a cautious Buy, supported by strong Building Materials performance and a $1B buyback program. Building Materials delivered double-digit volume growth and margin expansion, driving operating leverage and supporting 8–11% adjusted EBITDA growth guidance. Building Envelope remains a weakness due to roofing headwinds, but resolved plant disruptions and price increases could enable a second-half recovery.
On Thursday afternoon, Netflix will report second quarter earnings. Its next Engagement Report, covering the first half of 2026, matters more than the earnings print.
RPM International earns a Buy rating, driven by resilient maintenance demand and system-based sales strategy. RPM's exposure to asset maintenance and restoration reduces reliance on new construction cycles, supporting steady growth even in weak macro environments. The $75 million FY2027 savings program and cross-sell opportunities underpin margin expansion and earnings visibility.
Ethereum has slipped below the key $1,800 level after renewed U.S.-Iran military escalation pushed oil prices higher and sent investors out of risk assets, although buyers continue to defend support near $1,750. According to data from crypto.
The large USDT transfer to Bybit may signal increased institutional activity, potentially impacting Solana's market dynamics and volatility. 191.8M USDT transferred to Bybit amid Global Assets Fest.
Bitcoin's latest correction appears driven by strategic repositioning, as on-chain data points to measured selling.
Schwab Fundamental International Small Equity ETF offers international small/mid-cap exposure based on RAFI fundamental size. FNDC outperforms the SCZ benchmark in valuation, dividend growth, and total return since inception, but lags AVDV and DISV. The fund has low company-specific risk but notable country (Japan) and sector (industrials) concentration.
The increased USDC liquidity on Solana may enhance its role in stablecoin transactions, potentially boosting market confidence and adoption. Circle mints $250M USDC on Solana, boosting liquidity by 10%.
According to Tom Lee, the co-founder of Fundstrat, smart contract blockchains could prove to be the best defense for society as artificial intelligence assumes a larger share in the global economy.
Dutch, Brinker, BJ's and Arcos have been highlighted in this Industry Outlook article.
Genflow Biosciences Ltd (LSE:GENF, OTCQB:GENFF, FRA:WQ5) said improvements recorded in its SLAB aged-dog gene therapy trial were maintained three months after dosing, with no adverse events reported, ahead of further study results expected after the trial concludes at the end of July. Preliminary data reported in February showed that all treatment groups recorded superior survival against the control group during the dosing period.
Ripple nearly shut down after the SEC lawsuit and considered giving away its XRP holdings. Here's how that decision still explains XRP's token thesis today.
AUD/USD Price Forecast: Wavers around 0.6950 with bearish momentum fading