Stock Market & Financial News
UnitedHealth Stock Hits 2026 High on Strong Earnings, Rosy Outlook
Shares of UnitedHealth Group jumped to their highest level in more than a year Thursday after the health care and insurance giant announced results that handily topped Wall Street expectations.
UNH 3 Retail REITs Poised to Benefit From Leasing Strength and Low Supply
Phillips Edison, Tanger and American Assets Trust stand to gain as essential retail demand, tight supply and strong leasing support growth.
AAT Rising Consumer Spending Builds Investment Case For IBUY ETF
Despite obstinate inflation and higher-for-longer interest rates, consumers continue to open their wallets and spend. But how they spend is another story.
IBUY Alphabet could crush estimates on Cloud strength, Anthropic windfall: BofA
Alphabet Inc (NASDAQ:GOOG) is set to post a blockbuster second quarter, according to Bank of America, which reiterated its Buy rating and raised earnings estimates on surging Cloud growth and a sharp jump in the value of the company's Anthropic stake. The bank expects Alphabet to report second-quarter revenue of $102.1 billion and EPS of $8.38, well above Street estimates of $101 billion and $2.90.
GOOG 
Polymarket Traders May Be Manipulating Bitcoin's Price To Rig Bets, Stanford Study Says
A working paper says a small group nudged Binance's spot price in the final seconds before settlement to decide which side of Polymarket's five-minute bitcoin contracts paid out.
SpaceX shares dip below IPO price of $135, and its Bitcoin holdings make this crypto's problem too
SpaceX's share dip highlights the interconnectedness of equity and crypto markets, underscoring broader volatility and risk sentiment shifts. SpaceX shares dip below IPO price of $135, and its Bitcoin holdings make this crypto's problem too.
RISR: Upgrading This Negative-Duration ETF As Inflation Fears Return
FolioBeyond Alternative Income and Interest Rate Hedge ETF stands out as a unique, actively managed negative duration fund benefiting from rising rates. RISR's duration profile has been conservatively reduced from -7.9 to -2.4 years, limiting downside if rates fall while maintaining upside if rates rise. The current macro backdrop—persistent inflation, geopolitical tensions, and market-implied rate hikes—strengthens the case for RISR as a portfolio hedge.
RISR 
Conagra Brands begins strategic reset with dividend cut and higher reinvestment
Conagra Brands Inc (NYSE:CAG) is embarking on a strategic reset after reporting fourth quarter results that missed expectations on sales and operating profit, prompting Jefferies to reiterate its Hold rating while raising its price target to $14 from $13. The company reported fourth quarter revenue and operating profit below consensus expectations, although adjusted earnings per share were broadly in line with forecasts, helped by a lower tax rate.
CAG 
$1.9T T. Rowe Price Launches Crypto ETF With Bitcoin, Ethereum, XRP, and Solana
$1.9T T. Rowe Price launches TKNZ, an active crypto ETF with Bitcoin, Ethereum, XRP, Solana, BNB and Hyperliquid exposure.
Cohu Is An Underfollowed AI Testing Play
I rate Cohu a Strong Buy with an $83 price target, reflecting 57% upside from current levels. COHU is expanding into AI processor testing, high-bandwidth memory inspection, power management, and analytics, targeting a $1.6B serviceable market. Eclipse, Neon, Diamondx, PAICe software, and improving utilization could add about $1.05 of incremental EPS and lift my 2027 non-GAAP EPS estimate to $1.63.
COHU 
U.S. Bancorp (USB) Q2 2026 Earnings Call Transcript
U.S. Bancorp (USB) Q2 2026 Earnings Call Transcript
USB 
Vita Coco Company to Post Q2 Earnings: Here's What to Know
COCO's strong coconut water demand and brand momentum are expected to drive second-quarter growth despite rising freight costs.
COCO 
Flywire Stock Jumps 32.6% YTD: Is it Still a Buy or Better to Hold?
FLYW's 2026 rally reflects surging revenue, payment volume and margins, but its premium valuation makes holding more prudent than chasing the stock.
FLYW 
Honda Will Stop Selling Its Lone Electric Vehicle in the U.S.
Sales of the Prologue, an electric SUV, will end this year amid a pivot to hybrids.
HMC 
CZ challenges Wall Street's $725B AI bet with Bitcoin inflation claim
Binance co-founder Changpeng Zhao has challenged Wall Street's projected $700 billion AI spending wave by arguing that Bitcoin offers protection against inflation that artificial intelligence cannot provide.
Snap-on Gears Up for Q2 Earnings: What Lies Ahead for the Stock?
SNA's strong automotive demand, innovation pipeline and expansion into critical industries could support second-quarter results ahead of earnings.
SNA 
TSMC Commits $100 Billion to US Chip Manufacturing
The world's largest semiconductor foundry, Taiwan Semiconductor ( TSM ), delivered another exceptional quarterly earnings report this morning, reinforcing the strength and durability of the global AI investment cycle.
TSM 
PLD's Q2 Core FFO Beat Estimates, Revenues Rise on Higher Rental Income
Prologis tops Q2 estimates on higher rental revenues and solid leasing, reaffirms its 2026 outlook and maintains strong occupancy.
PLD 
ONDO Jumps 15% After Ondo Finance and SBI Group Build Japan Tokenization Push
ONDO, the native token of DeFi platform Ondo Finance, jumped 15% to $0.393, pushing its weekly gains past 20% and driving its market cap to nearly $1.87 billion.
XRP Whales Reduce Exchange Activity According To CryptoQuant
Are the largest XRP holders sending a signal that the market has not yet fully integrated? While cryptocurrencies are evolving in an environment of uncertainty, a closely monitored on-chain indicator by analysts has just dropped on Binance to its lowest level in two months.
Stellar's Shot At Relevance Via OpenUSD Boosts RWA Profits
A stablecoin backed by 140 firms along with Visa, Mastercard & BlackRock flips the trad model by sharing income with the processors distributing it.
Nebius Group Rolls Out Echo AI Agent, Cloud Controls in Investor Update
Nebius Group NASDAQ: NBIS detailed a series of new cloud platform features during a product release event, highlighting additions across AI assistance, orchestration, cost controls, security, storage and developer programs.
NBIS 
ORANGE JUICE Raises $40M for Bitcoin Treasury Firm
ORANGE JUICE said that it raised $40 million to launch a permanent capital company that will acquire, improve and permanently own American businesses. The company combines long-term ownership, operational improvement and a Bitcoin treasury, positioning Bitcoin as part of the balance-sheet model, not a side allocation.
Cintas upgraded by Bank of America after earnings beat and stronger outlook
Cintas Corporation (NASDAQ:CTAS) was upgraded to ‘Buy' from Neutral by Bank of America, which also raised its price objective to $230 from $200 after the company's better-than-expected fourth-quarter fiscal 2026 results and fiscal 2027 guidance came in above Wall Street expectations. The analysts wrote that they are "incrementally more constructive on the setup for earnings over the next several quarters" as Cintas benefits from improving labor market conditions in key industries, continued growth in adjacent product categories, and margin expansion driven by supply chain and distribution initiatives.
CTAS 
Bitcoin Q-Day Recovery Proposal Aims to Let Users Prove Ownership After Quantum Attack
Project Eleven says a new post-quantum cryptographic proof could help Bitcoin users recover wallets after Q-Day by verifying ownership.
PayPal Deal Buzz: Can New Owners Fix Profitability Pressure?
PYPL faces a $53B+ takeover bid from Stripe and Advent as slowing profitability raises the stakes for a potential deal.
PYPL 
Former Intel CEO says the chipmaker went off the rails ‘when it started to be run by business people'
Former Intel CEO Pat Gelsinger called out his predecessors for their role in the chipmaker's decline. Gelsinger questioned why Intel was led by executives without a strong technical background.
INTC 
Natural Gas, WTI Oil, Brent Oil Forecasts – Oil Retreats As Traders Bet On Negotiations
U.S. and Iran continue fighting, but traders believe they could start negotiations soon.
WTI 
Berkshire Hathaway vs. Arch Capital: Which Insurer Has an Edge?
Berkshire Hathaway's diversification, cash strength, price gains and improving estimates give it an edge over Arch Capital for long-term investors.
ACGL 
ZIM Integrated: Every Liner Is Raising Guidance, This One Likely Won't Be Different
ZIM Integrated Shipping remains a compelling buy despite market fears over the Hapag-Lloyd acquisition being blocked. ZIM's strong financials—$2.6B cash, no traditional debt, and below-market charter rates—support resilience and future shareholder returns. Even without a deal, ZIM is positioned for substantial 2026 profits and potential $3.5/share dividends, with new suitors likely if the current offer fails.
ZIM 
