Stock Market & Financial News
The Trade Desk: I Don't Think The Growth Story Is Over
The Trade Desk has declined 62% since my last coverage, yet I maintain a Strong Buy rating. At approximately 11x forward P/E, TTD appears undervalued with strong fundamentals supporting a potential turnaround. Double-digit revenue growth, robust data advantages, and deep partner integrations position TTD well in the digital advertising market.
TTD SpaceX's Starlink threat causes Bernstein to cut Verizon, AT&T, Comcast PTs
Wall Street is beginning to factor SpaceX's growing telecom ambitions into its outlook for the US communications sector. Research firm Bernstein on Monday lowered price targets for five major telecom companies, citing valuation risks tied to SpaceX's Starlink business as investors increasingly assess the satellite operator's long-term competitive threat.
CMCSA Amazon: Cloud, Custom Silicon, And Robotics Drive Future Growth
Amazon is rated a strong buy, trading at a historically low price-to-operating cash flow ratio despite robust fundamentals. AWS and Advertising are AMZN's fastest-growing, highest-margin segments, driving both revenue acceleration and operating cash flow margin expansion. Custom silicon and robotics investments are materially improving AWS growth, cost structure, and margin outlook across Amazon's business lines.
AMZN Zacks Industry Outlook Wayfair and Carvana
Wayfair and Carvana have been highlighted in this Industry Outlook article.
W 
Euro rises against US Dollar as latter corrects ahead of US CPI data
Euro rises against US Dollar as latter corrects ahead of US CPI data
Zacks Industry Outlook McKesson, Cardinal, West Pharmaceutical, Align and Henry
McKesson, Cardinal, West Pharmaceutical, Align and Henry have been highlighted in this Industry Outlook article.
MCK 
Kronos Worldwide (KRO) Surges 9.7%: Is This an Indication of Further Gains?
Kronos Worldwide (KRO) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.
KRO 
Zacks Industry Outlook Disney, Sphere, Lionsgate, Align and Reservoir
Disney, Sphere, Lionsgate, Align and Reservoir have been highlighted in this Industry Outlook article.
DIS 
Apple: The AI Upgrade Cycle Hasn't Arrived Yet, But Growth Has
Apple demonstrates renewed business momentum, with core offerings showing strength independent of AI catalysts. The introduction of next-generation Apple Intelligence integrates advanced AI across the ecosystem, enhancing user experience and privacy. New AI features necessitate updated hardware, positioning AAPL for a significant hardware upgrade cycle.
AAPL 
Zacks Industry Outlook Nutrien, CF Industries and Yara International
Nutrien, CF Industries and Yara International have been highlighted in this Industry Outlook article.
NTR 
AUD/NZD Tests Double Top Breakdown as RBNZ's Conway Revives Faster Tightening Bets
Only a week after the Reserve Bank of New Zealand suggested lower oil prices would help ease inflation, one of its most senior policymakers is already questioning that assumption. Chief Economist Paul Conway's latest remarks have given the New Zealand Dollar another boost, as investors conclude that the recent rebound in energy prices could require the RBNZ to tighten policy further than markets anticipated just days ago.
NEAR Price May Rally 45% Amid Ongoing AI Crypto Resurge
NEAR price may rally 40% toward $2.82 as a falling-wedge breakout develops amid renewed strength and outperformance across AI cryptocurrencies.
Oil Back Above $85 a barrel, U.S. Stock Futures Mixed
Brent crude oil rose back above $85 a barrel for the first time in a month in early European trade following the third straight night of U.S. attacks on Iran, and its renewed blockade on Iranian trade.
BNO 
US spot Bitcoin ETFs post $425M outflow after brief rebound
US spot Bitcoin ETFs saw their largest single-day outflows in July, with $424.66 million leaving the funds, reversing a brief return to positive weekly flows.
USD/JPY Holds at Highs: Pressure Lingers on Yen
USD/JPY ended Tuesday at 162.27, with the Japanese yen remaining near 40-year lows. Pressure on the currency persists, as Japanese authorities have yet to carry out fresh interventions to support the exchange rate.
XRP Retail FOMO Hits 5-Week High as Critical Bottoming Window Starts
Retail bets on XRP intensify as 5-week FOMO peak aligns with bottoming window.
I Don't Want To Buy Domino's Pizza Before I See The Next Quarterly Results
Domino's delivered top-line sales growth in Q1, but the trends in same-store sales growth and deliveries warrant close monitoring. Both macroeconomic headwinds and competitive pressures are likely to weigh in on the Q2 results and I do not believe it is worth buying DPZ until we see their extent. Insider selling, high short interest, and the CEO transition also warrant caution.
DPZ 
AT&T: Weighing The D2D And Broadband Threat From Starlink
AT&T (T) has experienced a 30% stock decline amid fears over Starlink's direct-to-consumer mobile ambitions, but I view the sell-off as overdone. Starlink's technological advances and spectrum acquisitions present long-term potential, but significant operational and regulatory hurdles limit its immediate threat to U.S. carriers. T's strategic spectrum purchases, robust buyback plans, and anticipated $45B in shareholder returns position it as a value opportunity if satellite competition proves less disruptive.
T 
IHG, IAG and Rolls lead falls as oil prices surge to four-week high
Travel companies led the falls among FTSE 350 stocks on Tuesday as oil prices climbed to their highest level in more than a month following fresh US military action against Iran. Holiday Inn owner Intercontinental Hotels Group PLC (LSE:IHG) was among the biggest fallers, dropping 3.8% to £157.50.
IHG 
Bitcoin ETF Flows Underpin Institutional Positioning at Current Levels
Spot Bitcoin and Ethereum ETF flows highlight institutional moves while Bitcoin holds at $62,483 and Ethereum at $1,779 with 56% BTC dominance.
USD/CAD Price Forecast: Surging Oil prices back further downside
USD/CAD Price Forecast: Surging Oil prices back further downside
Upbit lists Derive (DRV) with KRW, BTC and USDT trading pairs
Upbit will now list Derive's DRV token in KRW, BTC and USDT markets, expanding Korean access to the onchain derivatives protocol on July 14.
CAVA Group: Expansion Remains On Track As Comps Improve
CAVA Group maintains aggressive expansion, targeting 75–77 new locations in 2026 and leveraging leadership development and technology initiatives. Q1 2026 delivered 32.2% revenue growth, 9.7% same-store sales growth, and a 25.1% restaurant-level profit margin, outpacing rising expenses. Management's insider buying and enhanced guidance for store openings and adjusted EBITDA reinforce confidence in CAVA's long-term growth trajectory.
CAVA 
Gold: Oil spike weighs on prices – OCBC
Gold: Oil spike weighs on prices – OCBC
Subaru to recall over 541,000 US vehicles over incorrect label
Subaru is recalling 541,237 vehicles in the U.S. because they were manufactured with an incorrect Gross Axle Weight Rating (GAWR) on the certification label, the U.S. National Highway Traffic Safety Administration said on Tuesday.
FUJHY 
Ripple CLO Celebrates “XRP Is Not a Security Day” as Holders Get Credited With Shaping History
Ripple CLO commemorates “XRP Is Not a Security Day” as XRP holders earn recognition in the landmark breakthrough.
Intraday Analysis 14.07.2026
EURUSD (The euro) sees limited pullback EURUSD (The euro) continues to retreat after failing to break back above the recent high, which saw prices push towards a fresh peak. The pair bounced off the support zone at 1.1380 as the RSI bounced away from the oversold region.
Wix: The Bearish AI Sentiment Is Wrong, The Valuation Is Great
Wix is rated a solid buy, as AI is seen as a tailwind rather than an existential threat. AI-driven disruption is overhyped; WIX's self-serve, low-cost model and in-house AI tools position it to benefit from evolving market dynamics. WIX's aggressive 30% stock buyback at $92 may signal management's confidence, though the current share price is around $50.
WIX 
Meta's $135 Billion Question: Can AI Compute Turn CapEx Into A New Growth Engine?
My answer to the title: not yet, and maybe never the way bulls hope. Selling compute is unlikely to match the roughly 52% operating margin of Meta's Family of Apps. Two things flipped it in July: a Bloomberg report on a Meta cloud business, and a paid model API. Suddenly, the capex looked rentable, not dead money. What I need on the 29th of July is proof that Meta Compute actually exists. Named customers would be very welcome.
META 
Coinbase Prime Receives Seized US Bitcoin
On July 13, the United States transferred nearly 4,000 bitcoins (approximately 250 million dollars) to Coinbase Prime. While overall liquidity remains extremely sensitive to movements by state whales, this major on-chain activity, stemming from judicial seizures, acts as a powerful volatility catalyst.
