Stock Market & Financial News
ASML And TSMC: The AI Buildout Is Getting More Expensive
ASML Holding N.V. and Taiwan Semiconductor Manufacturing Company Limited both raised 2026 revenue and capex outlooks, reflecting surging AI-driven demand for advanced semiconductor capacity. ASML's installed-base management revenue is growing over 30%, with memory-related system sales expected to rise more than 75% this year amid a 'perfect storm' in DRAM. TSMC's advanced node demand is robust, driving its 2026 revenue growth outlook above 40% and capex guidance to $60–64 billion, confirming ASML's expansion plans.
ASML Gold remains under pressure as U.S. housing starts rise 19% in June
Gold prices remain trapped below $4,000 an ounce and have been unable to attract any significant safe-haven demand despite persistent uncertainty in the U.S. housing sector, which threatens to weigh on economic activity through the second half of the year.
AAAU NVIDIA Just Released a Seriously Impressive AI Model for Robots—This Could Be the Big Catalyst
Shares of Nvidia (NASDAQ:NVDA | NVDA Price Prediction) have been looking for a big needle-moving catalyst for quite some time now.
NVDA Amazon Q2 Earnings Preview: Powering The AI Race With Massive Advantage
Amazon will release its Q2 results on Thursday, July 30. Ahead of the release, shares are up about 8% YTD and 1.5% on the month. The company has continued to seize the reins in the AI race, but this has come at the cost of higher spending and surprisingly higher rates on recent debt sales.
AMZN 
Use These ETFs as Health Stocks LLY, UNH, MRK Thrive
Health stocks had a strong week, with some big firms seeing drugs approved. Eli Lilly (LLY) reportedly neared an agreement to acquire a psychedelics company.
LLY 
Active Healthcare Stocks ETF TMED Spiked in 1H
Healthcare stocks have boosted the ETF space in recent weeks. Despite some potential headwinds, the sector and its related thematic ETFs, like active healthcare ETF TMED, have performed.
TMED 
The Structured Credit Advantage: High Yields, Low Defaults
Considering how complex the macroeconomic picture has become this year, advisors and investors may want to consider any and all portfolio tools available to them.
GISC 
Here's where the smart money believes oil prices could wreak havoc on the stock market
A few words of caution before you start buying stocks.
BNO 
Bitcoin faces fresh headwinds as China's Kimi beats Claude, GPT in coding benchmark
Moonshot's Kimi K3 took the top spot in frontend coding away from Claude and OpenAI, and it's free. Semiconductor stocks fell, and crypto fell with them.
Gevo: Doubling EBITDA Guidance Is Just The Beginning
Gevo is rated Strong Buy, driven by sharply upgraded 2026 EBITDA guidance and robust multi-phase growth initiatives. GEVO expects 2026 EBITDA to more than double prior estimates, fueled by premium Canadian market exposure and 45Z tax credits. The three-phase growth strategy includes debottlenecking, doubling ethanol capacity, and launching a 30m gallon sustainable aviation fuel (SAF) line.
GEVO 
GE Aerospace: Strong Guidance Boost Extends The Runway
GE Aerospace delivered robust Q2 2026 results, with revenue up 24%, EPS up 22%, and free cash flow up 43%, prompting a guidance raise. Despite margin compression from installed engine growth and GE9X ramp, GE's $170B services backlog and oversubscribed MRO network signal resilient aftermarket demand. Management raised 2026 guidance across revenue, profit, EPS, and free cash flow, now expecting high-teens revenue growth and $8.9–$9.2B in free cash flow.
GE 
39.27 Trillion SHIB on Robinhood, So Who Holds More?
Brokerage platform Robinhood remains atop Shiba Inu's holder list with more than 39.27 trillion SHIB currently held in a wallet related to the trading platform.
TSMC: AI Capex Fatigue Meets Foundry Competition And Margin Fears - Reiterate Buy
TSM remains the global foundry market leader as they report higher wafer shipment with accelerating revenues and richer gross margins. The aggressive capacity expansions supported by rich cash flow/healthy balance sheet and 2nm chip ramp up lend credibility to their AI market leadership. TSM's competition risks have been prematurely baked-in, since it is uncertain when INTC/SSNLF may deliver volume production and achieve profitability.
TSM 
Veradermics: VDPHL01 Looks Promising Enough On Paper
MANE's main drug candidate is VDPHL01. This asset already has encouraging male and female data for hair loss. However, VDPHL01 still needs pivotal data to make it ready for a potential FDA submission. If approved, VDPHL01 would compete as a cash-pay prescription treatment for pattern hair loss, which would let MANE tap into a sizeable TAM.
MANE 
New Cholesterol Pill, Earnings Growth Boost Merck Shares
Shares of Merck & Co., Inc. (MRK) rise 3,453% since 1990 thanks to institutional investors.
MRK 
A $10,000 Investment in Cisco When Chuck Robbins Became CEO Is Worth This Much Today
When Chuck Robbins took the CEO seat at Cisco Systems (NASDAQ:CSCO | CSCO Price Prediction) on July 26, 2015, the company was a slow-growth hardware vendor sliding into the shadow of cloud upstarts.
CSCO 
Apple vs. Open AI Explained: The Battle for AI Gadgets Begins With a Juicy Lawsuit
Ah, so that's why we didn't hear about ChatGPT at WWDC this year.
AAPL 
AtaiBeckley acquisition highlights growing Big Pharma interest in psychedelics, says Jefferies
AtaiBeckley Inc. (NASDAQ:ATAI, XETRA:9VC)'s acquisition by Eli Lilly for up to $3.8 billion reinforces growing interest from large pharmaceutical companies in psychedelic-based therapies, according to analysts at Jefferies, who believe that the deal reflects increasing momentum driven by advancing clinical data and an improving regulatory backdrop. The acquisition, previously announced by Lilly, values AtaiBeckley at $6.75 per share in cash, or about $2.8 billion in equity, plus a contingent value right of up to $2.50 per share, worth roughly $1 billion if certain milestones are achieved.
ATAI 
The AI Data Center Boom Is Bigger Than One Stock—These ETFs Spread the Bet
Though a handful of companies have emerged as frequent topics of conversation in AI, investors would do well to remember that the industry is still very much in a developmental phase. It's possible, and even likely, that the list of leading AI companies in the coming years will differ from today's.
DTCR 
3 Stocks Smart Investors Are Buying in July
When Berkshire Hathaway moves aggressively into three names in a single quarter, allocators pay attention.
DAL 
Bitcoin falls to $63K with chip-sector meltdown spreading globally
Bitcoin fell below $63,000 on Friday as a global chip-sector selloff erased gains from this week's softer inflation data. Nasdaq 100 futures dropped 1.91%, S&P 500 futures slipped 0.96%, Japan's Nikkei fell 4% and gold climbed above $4,000.
Arch Capital: The Real Test Begins As Reinsurance Pricing Softens
Arch Capital retains a Conditional Quality Buy rating, contingent on maintaining profitability and book value growth amid declining reinsurance pricing. Q1 2026 results confirm robust underwriting and a 15.4% operating ROE, but headline strength reflects favorable reserve releases from prior periods. ACGL's strong balance sheet and capital flexibility allow disciplined risk selection, enabling avoidance of poorly priced contracts without liquidity pressure.
ACGL 
Ripple Affiliate SBI Group Brings Japanese Equities On-Chain With Ondo Finance
Ripple partner SBI Group has teamed up with Ondo Finance to bring Japanese equities onchain, using JPYSC for seamless settlement and accelerating the adoption of blockchain-powered investing across Japan.
SBI, Ondo Finance Partner to Tokenize Japanese Stocks and Assets
SBI Holdings partners with Ondo Finance to tokenize Japanese assets on-chain and explore its JPYSC stablecoin for settlement.
Billerud AB (publ) (BLRDY) Q2 2026 Earnings Call Transcript
Billerud AB (publ) (BLRDY) Q2 2026 Earnings Call Transcript
BLRDY 
How MicroStrategy Lost Reddit's Retail Investors in Weeks
Retail enthusiasm for Strategy (NASDAQ:MSTR | MSTR Price Prediction), still commonly known as MicroStrategy, has curdled in weeks.
MSTR 
S&P 500 companies with this AI strategy dramatically outperformed their peers: New data
Successfully implementing AI tools across a company is one thing. Getting consumers on board is another entirely—and according to a recent report, more than 97% of companies are missing the mark.
IVV 
BNB Chain hits new all-time high of $5.2B in total value locked for RWAs
BNB Chain's tokenized real-world asset value hits $5.2 billion, a 32.26% monthly increase, making it the second-largest blockchain for RWAs behind Ethereum. BNB Chain hits new all-time high of $5.2B in total value locked for RWAs.
Here's How Much Traders See Tesla Stock Moving After Earnings
Tesla is scheduled to report earnings after markets close on Wednesday, with traders anticipating a big move from the EV maker's stock.
TSLA 
FCG vs. UNG: Do Natural Gas Stocks or Natural Gas Futures Actually Track the Move?
First Trust Natural Gas ETF (NYSEARCA:FCG) and United States Natural Gas Fund (NYSE:UNG) both pitch themselves as ways to play natural gas, yet they have produced wildly different outcomes for investors who held them.
FCG 
