Stock Market & Financial News
Forget AI Hyperscalers: Tesla May Own the Most Valuable AI Application
The first phase of the artificial intelligence boom rewarded the companies building the digital infrastructure.
TSLA TruBridge Stockholders Approve IKS Merger at Special Meeting
TruBridge NASDAQ: TBRG stockholders approved the company's proposed merger agreement under which TruBridge will become a subsidiary of Inventurus Knowledge Solutions Inc., or IKS, during a virtual special meeting held July 7, 2026.
TBRG Wendy's Vs. McDonald's: Buy Wendy's to Ride the ‘Project Fresh' Short-Squeeze Momentum and Avoid McDonald's
Wendy's (NASDAQ:WEN | WEN Price Prediction) and McDonald's (NYSE:MCD) both dropped Q1 2026 results that flipped the usual narrative.
MCD Losses exceed $5M in ongoing Hedera exploit
An attacker has drained more than $5 million from the Hedera network in an exploit that occurred on July 11, with the stolen funds already routed onto Ethereum. Onchain investigator Specter initially flagged on X what he stated to be an active hack of Hedera.
SpaceX: Too Cheap To Ignore
Space Exploration Technologies Corp. offers an attractive buy opportunity after the pullback from its post-IPO high, now trading near $152. My investment thesis on SpaceX depends on near-monopoly launch economics, Starlink's cash engine, and emerging AI infrastructure. The upcoming float unlocks, starting after 2Q earnings on August 6, which creates a real supply overhang but also defines the $145–$155 accumulation zone.
SPCX 
Crypto Market Adds $170 Billion in 10 Days as Bitcoin Reclaims $64K: Here's What's Driving the Surge
The total cryptocurrency market capitalization has climbed $170 billion since July 1, reaching $2.28 trillion on July 11 as bitcoin changed hands above $64,100. Recovering ETF flows and improving sentiment are powering the rebound. Multiple Supporting Factors Converge The crypto market has added $170 billion in value since the start of the month.
El Pollo Loco: Comps Strength Defies A Weaker Restaurant Industry
El Pollo Loco has surged 60%+ YTD, dramatically outperforming the S&P 500, yet fundamentals and valuation still support further upside. LOCO's defensible niche in flame-grilled Mexican chicken and strong same-restaurant sales growth set it apart amid sector-wide comp declines. Operating margins are rising toward 20%, with higher average checks offsetting labor and food cost pressures.
LOCO 
Ares Commercial: High Safety Margin
Ares Commercial faces headwinds from loan losses and office market overexposure, resulting in two dividend cuts in three years. ACRE trades at a steep 50% discount to book value, reflecting investor skepticism about its distributable earnings and portfolio quality. The REIT has shrunk its office loan portfolio by 46% since Q1'23 but still underearns its dividend, with an 80% coverage ratio in Q1'26.
ACRE 
Starbucks Builds Sovereign AI to Cut $400 Million in Software Costs
Enterprise technology has long operated as a toll bridge for modern businesses. Software providers charge recurring licensing fees based on user counts and consumption, creating a permanent liability on corporate balance sheets.
SBUX 
5 Deeply Discounted CEFs Paying Up To 10.2%
This is one pricey market, and if you're hesitant to put new money to work, I am sympathetic. After all, we're here for the dividends.
CHW 
Brixmor Property: A Durable Yield With Double-Digit Return Potential
Brixmor Property Group remains a buy for durable income and steady growth, supported by strong tenant demand and leasing momentum. BRX delivers strong same-property NOI growth, driven by rent growth and robust leasing spreads, with a 27% blended cash rent spread. The $67M signed-not-open pipeline and $78M in redevelopment projects, with attractive incremental returns, underpin continued NOI and FFO expansion.
BRX 
Investors Hoped for a World Cup Bump. Instead, They Got a Slump.
While Saturday's games will take place in the U.S., the excitement is mostly elsewhere, after the U.S. was knocked out of the tournament. Investors looking for a World Cup bump might be feeling similarly let down.
BF-A 
Ethereum Adoption : CCAF Study Highlights Geographic Concentration of ETH Nodes in the US
A recent analysis by researchers at the Cambridge Centre for Alternative Finance (CCAF) has shed new light on the physical distribution of Ethereum's infrastructure, revealing notable geographic clustering of its validator nodes.
XRP ETFs Brush Against $1 Billion in Assets as 9-Week Inflow Streak Comes to an End
U.S. spot XRP exchange-traded funds (ETFs) ended July 10 holding $996.65 million in combined net assets, just $3.35 million shy of the $1 billion milestone. Lifetime inflows stand at $1.48 billion even as weekly has momentum stalled.
OKYO Pharma advances toward Phase 3 FDA trial - ICYMI
OKYO Pharma Ltd (NASDAQ:OKYO) earlier this week reported positive feedback from its Type D meeting with the US Food and Drug Administration (FDA), providing greater regulatory clarity as the company advances urcosimod toward a global Phase 3 pivotal study for neuropathic corneal pain (NCP). Chief executive Robert Dempsey said the FDA's feedback supports a streamlined development strategy that could allow the company to conduct a single-dose Phase 3 study with the potential to serve as a single pivotal trial.
OKYO 
Dogecoin Price Prediction: DOGE Nears a Breakout as Support Holds
Dogecoin tests long-term support and a short-term breakout level as traders watch for the next major DOGE price move.
Ethereum Nodes Centralization: One-Third of the Network Is Hosted in the United States
The Ethereum network continues to evolve, but its geographical distribution remains a subject of monitoring for researchers. A new study from the Cambridge Center for Alternative Finance shows that a significant share of nodes operates in North America and Europe.
Tarsus Pharmaceuticals Enters Retina Market With iRenix Deal, Adds IRX-101 to Pipeline
Tarsus Pharmaceuticals NASDAQ: TARS said it has closed its acquisition of iRenix Medical, Inc., adding IRX-101, a late-stage investigational ocular surface antiseptic, to its pipeline as the company seeks to expand its presence in eye care and enter the retina market.
TARS 
Robinhood Chain flips Hyperliquid – 2 metrics show speculative interest
Robinhood's memecoin-driven growth revives questions over Ethereum L2 economics
Solana Price Prediction: SOL Rebounds Toward $98 as MANIFEST Eyes Breakout
Solana rebounds from key support toward $98, while MANIFEST approaches a breakout that could lift its market cap toward $30 million.
Ethereum Price Prediction: Rare Buy Signal Emerges as Bears Hold Key Resistance
Ethereum enters a rare accumulation zone, but strong resistance keeps the risk of another drop toward lower support levels alive.
Bitcoin Price Prediction: Key Support Could Trigger a Rebound to $65,600
Bitcoin tests key support as traders watch for a rebound toward $65,600 or a deeper pullback toward the $59,000–$61,000 zone.
Peckshield: $5.25 Million Drained From Hedera and Bridged to Ethereum in Suspected Exploit
Blockchain security firm Peckshield says an apparent exploit of the Hedera network has seen $5.25 million in stolen funds bridged to Ethereum. The attacker's wallet, first funded through the crypto mixer Tornado Cash, holds roughly $5.25 million in ether and wrapped bitcoin.
Empery Digital Sells 1,400 BTC for $87.1M as Odds of BTC Hitting $50K Jump to 46%
Empery Digital sold 1,400 BTC for $87.1M to fund AI infrastructure, repay debt and cover legal costs as Bitcoin downside odds rose.
Power Struggle: Wolfspeed Sues Navitas Over AI Chips
The physical economy is undergoing a permanent shift. Legacy silicon power components are hitting their thermodynamic limits.
WOLF 
The Market Still Underestimates Nvidia's Next Phase
Kyber delay concerns remain unconfirmed, while Nvidia maintains its roadmap and $91 billion quarterly revenue outlook. Nvidia's second AI wave expands beyond hyperscalers into enterprise, sovereign AI, and agentic applications globally. AI Cloud, Industrial, and Enterprise revenue grew 31% sequentially, while AI Cloud revenue tripled year-over-year.
NVDA 
Dividends! Get Your Dividends Here!
As I sat down to start my work week, I realized that I didn't eat a single hot dog over the holiday weekend to celebrate the 250th birthday of America. Instead, I sat at Otto's Pub and Brewery in State College, PA, with my gluten free Beef on Weck and birch beer float.
KHC 
Bitcoin nearing late stages of bear market: Jamie Coutts, Real Vision
Real Vision chief crypto analyst Jamie Coutts said it's far too early to call $1 million by 2030, but he's confident Bitcoin could climb up to $250,000 over the next couple of years.
Dollarama: Buy The Global Expansion Story
Dollarama is executing an aggressive international expansion, targeting 4,540 stores by 2036, with nearly half outside Canada. I estimate Dollarama's fair value at $244.27 per share, well above the current ~$180, supported by robust EPS growth and historical P/E multiples. Canadian operations remain highly profitable, but international segments—especially South America—are scaling, with margins improving as store count rises.
DLMAF 
Paccar: Parts Strength Makes The Difference
PACCAR is a premium commercial vehicle company with rising production, improving margins, and a robust balance sheet, justifying a valuation premium. Truck deliveries are increasing, margins are recovering, and the parts business is driving stable, high-quality earnings growth. PCAR trades at a premium to Volvo but is reasonably valued against Cummins, with consensus expecting nearly 38% EPS growth from 2026 to 2028.
PCAR 
