Stock Market & Financial News
WhiteFiber: Contracted Capacity Supports A Speculative Buy
WhiteFiber Inc. (WYFI) earns a buy rating for its rapid conversion of powered industrial sites into AI-ready data center capacity, addressing urgent infrastructure bottlenecks. NC-1's ten-year, $865M contract validates WYFI's model, with phased revenue ramping from Q2 2026 and a clear path for scaling via additional 45 MW expansion. Longer cloud contracts and customer prepayments de-risk capital requirements, supporting growth without overburdening WYFI's balance sheet.
WYFI Bitcoin Rally Continues: How Much Longer Can It Last?
Probably on the back of the benevolent US CPI figures that were released on Tuesday, the Bitcoin price had a good day, rising 4.5%. Can the rally continue and make that all-important higher high, or is $BTC getting close to a roll-over that will take it lower again?
Zacks Industry Outlook Corning, Viavi and Ooma
Corning, Viavi and Ooma have been highlighted in this Industry Outlook article.
OOMA Peter Schiff Sees a New Bitcoin Regret Coming: Not Selling Above $60,000
Economist Peter Schiff admitted he regrets not buying bitcoin early but predicted the next wave of regret will belong to holders who fail to sell above $60,000. The warning landed as bitcoin reclaimed $65,000 earlier today.
Sterling Infrastructure: America's Data Center Builder With A Still Long Runway
Sterling Infrastructure is transforming into a high-margin, mission-critical E-Infrastructure specialist, directly exposed to AI, data centers, and semiconductor megatrends. STRL's Q1 FY26 delivered 92% revenue growth, 120% adjusted EPS growth, and raised full-year guidance, underpinned by a robust backlog and successful CEC integration. The company's $6.5B pipeline, net cash position, and disciplined project selection support sustained growth, but high valuation demands continued execution.
STRL 
Bank of America Q2 Earnings Call Points to Durable Growth Drivers
BAC sees durable earnings growth from rising NII, loan and deposit gains, operating leverage and AI-enabled productivity.
BAC 
LayerZero executor wallets exploited for $2.4M across multiple chains
The exploitation highlights the critical need for robust security configurations in cross-chain systems to prevent systemic vulnerabilities. LayerZero executor wallets exploited for $2.4M across multiple chains.
PayPal Shares Surge Premarket on Reports of $53 Billion Takeover Offer
PayPal shares climbed in premarket trade on reports that payments start-up Stripe and private equity group Advent International jointly offered to buy the company.
PYPL 
Jefferies says sale is best way forward for NextEnergy Solar Fund as shares rise 5%
Shares in NextEnergy Solar Fund Ltd (LSE:NESF, FRA:5NE) rose 5% to 50.13p on Wednesday after the company launched a formal sale process, with Jefferies saying a sale appears the best way forward. The investment bank pointed to the valuation implied by Drax's offer for Bluefield Solar Income Fund as evidence of what solar assets are worth to trade buyers.
JEF 
ASML stock jumps after 2026 outlook raise as AI demand drives capacity expansion
ASML Holding raised its financial guidance for 2026 on Wednesday after reporting stronger-than-expected second-quarter earnings and announcing plans to increase capacity. The results showed that robust demand for artificial intelligence chips continues to fuel investment across the semiconductor industry.
ASML 
AUD/JPY Break Above 113 and Why It Has Little to Do With Aussie Strength
The world's carry trade favourite, AUD/JPY, has broken above the stubborn 113 level after days of sideways action. We assess what this means.
Why Banning XRP Sports Ads Is Constitutionally Impossible, Ripple CTO Emeritus Explains
The appearance of the XRP cryptocurrency logo on the uniforms of the University of Kansas sports teams, the Kansas Jayhawks, has sparked a fierce legal debate on social media.
Japan Boosts Institutional Adoption Of XRP
XRP is about to reach a new milestone in Japan. On July 13, Doppler Finance and SBI Digital Finance announced a strategic partnership aimed at developing financing solutions backed by Ripple's asset.
Apple Intelligence AI service registered with China's cyberspace regulator
China's cyberspace regulator said on Wednesday that Apple's on-device generative AI service "Apple Intelligence" has been registered for use on iPhones in the country.
AAPL 
Adobe: Creativity Is Necessary To Justify The Stock Price
Adobe Inc. remains a compelling long-term investment, trading at historically low valuation multiples despite solid double-digit revenue and EPS growth. Management raised FY26 guidance, targeting $26.5–$26.6 billion in revenue and $17.90–$18.00 in GAAP EPS, reflecting confidence in sustained growth. A new $25 billion share buyback program, robust free cash flow, and the Semrush acquisition support both capital returns and strategic expansion.
ADBE 
USD/CAD Price Forecast: Reaches nearly monthly lows below 1.4050
USD/CAD Price Forecast: Reaches nearly monthly lows below 1.4050
ASML is scrambling to build more capacity after blockbuster beat-and-raise quarter
Shares in the Dutch company climbed 6% in pre-market trading after it lifted its outlook by up to 19% for 2026.
ASML 
Barratt Redrow Q4 Earnings Call Highlights
Barratt Redrow LON: BTRW said it delivered a “solid performance” in a challenging housing market, with completions rising and profit in line with expectations, while announcing a planned £400 million capital return for FY 2027 that will be delivered predominantly through share buybacks.
BTDPF 
Tether CEO: ‘Demand for dollar settlement is a wages story' – $7M Pact Labs investment proves it
Tether expands stablecoin payments as compliance and infrastructure drive institutional adoption.
Trinity Capital: The Cash Cow That Keeps On Giving
Trinity Capital remains a "Buy" due to sustained outperformance versus major indices and a robust, well-managed 11.8% yield. TRIN's diversified BDC portfolio spans technology, equipment financing, and life sciences, supporting consistent investment growth and attractive distributions. Management issues shares at a premium to NAV, maintaining capital integrity and enabling sustainable, hefty payouts without eroding net asset value per share.
TRIN 
Zcash Technicals Reveal A 45% ZEC Price Breakout In Motion
Zcash targets a 45% rally toward $780 as a cup-and-handle breakout, cooling US inflation, and renewed AI-led risk appetite support ZEC.
CelLBxHealth moves from cutting to converting
The interim figures mark the point where CelLBxHealth PLC (AIM:CLBX, FRA:DWV) stops being a restructuring story and starts being a commercial one, says a note from Cavendish. The heavy lifting is done.
ANPCF 
USD/CHF Price Forecast: Retakes 0.8100; eyes YTD high set on Tuesday amid bullish setup
USD/CHF Price Forecast: Retakes 0.8100; eyes YTD high set on Tuesday amid bullish setup
Silver Risks Falling to $50 as Dollar Holds Firm and Solar Demand Shifts
Silver's recovery lost momentum below the $60 mark this week despite softer-than-expected US inflation, highlighting a macro backdrop that has become less supportive than many investors anticipated. Ordinarily, a downside surprise in CPI would trigger a broader Dollar selloff and provide precious metals with a meaningful tailwind.
3 stocks riding the wave from IBM's earnings disaster
IBM stock suffered its worst one-day decline on record after the technology group admitted that customers were moving money away from its products and towards urgently needed data-centre infrastructure. The stock plunged 25.2% to $217.07 on Tuesday, leaving it just above its 52-week low, after preliminary second-quarter revenue and profit missed Wall Street forecasts.
IBM 
Bitcoin Rebounds to $64,700 as Falling Volume, Exchange Inflows Signal Weak Conviction
Bitcoin (BTC) rebounded to $64,784 on Wednesday ET, easing some of the market's recent stress, but the recovery is being met with a notable decline in trading activity and renewed inflows to exchanges—signals that suggest the move may lack broad conviction. As of 12:01 a.m.
Melco Resorts & Entertainment: The Worst Is Behind Us
Melco Resorts & Entertainment remains a BUY as World Cup-driven Macau weakness appears priced in and fundamentals should strengthen into August's peak visitation. MLCO's 1Q26 Macau EBITDA grew 16% YoY with margins up to 27.4%, outperforming Las Vegas Sands in margin resilience. MLCO trades at 6.5x forward EV/EBITDA, a 17% discount to LVS and 36% below the consumer discretionary sector, with robust forward growth metrics.
MLCO 
PayPal jumps 15% in premarket trading on reports Stripe, Advent are weighing $53 billion takeover
Stripe and Advent International have reportedly made a joint offer to acquire PayPal Holdings Inc for $60.50 per share, in a deal that would value the payments company at more than $53 billion.
PYPL 
PayPal stock jumps on Stripe, Advent acquisition rumors: what went wrong?
PayPal's stock surged in premarket trading after reports emerged that Stripe and Advent International had offered to acquire the company for over $53 billion. The offer, valued at $60.50 per share, represents roughly a 28% premium over PayPal's most recent closing price.
PYPL 
A $53 billion lifeline? Stripe and Advent reportedly team up to bid for battered PayPal.
PayPal, the struggling payments processor, rallied in premarket trade on Wednesday on a report that rival Stripe is teaming up with private-equity group Advent International on a bid.
ADN 
