Stock Market & Financial News
U.S.-China AI feud sees ASML walk tightrope between sales and geopolitics
China will contribute around 20% of ASML's revenue across the whole of 2026, the company's CFO said. While that figure is a sizable drop from previous years, political headwinds in the U.S. are pushing for stricter export controls on sales of chipmaking hardware to Beijing.
ASML Here's What Can End Micron's Stock Pain
Micron stock is down 25% in the past month and has fallen below $1 trillion but there is hope on the horizon.
MU American bank says Ryanair's share price weakness has run too far
Citi has argued that Ryanair Holdings PLC's (LSE:RYA) recent underperformance against Europe's legacy airlines is overdone and looks set to reverse. The bank said shares in the Irish low-cost carrier have lagged those of its full-service European peers by around 15 percentage points so far this year.
RYAAY Strength Seen in GrafTech (EAF): Can Its 7.9% Jump Turn into More Strength?
GrafTech (EAF) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
EAF 
NASDAQ futures tumble as chip rout deepens, dragging Bitcoin along for the ride
Nasdaq 100 futures fell roughly 2% as semiconductor stocks sold off on AI valuation doubts. Bitcoin dropped in tandem, highlighting persistent crypto-tech NASDAQ futures tumble as chip rout deepens, dragging Bitcoin along for the ride.
Webull: Why The Bear Case Is Louder Than It Should Be
Webull has been upgraded from Hold to Buy after a 35% stock decline and notable multiple compression. BULL's consistent revenue beats since IPO reinforce confidence in management and the company's growth trajectory. Despite not being the cheapest, BULL's valuation appears justified if top- and bottom-line growth persists.
BULL 
EUR/USD Subdued by Data: Chances of Fed Rate Hike Diminish
Weaker-than-expected US inflation data led markets to scale back expectations of an imminent Federal Reserve rate hike. At the same time, escalating US-Iran tensions continue to sustain inflationary concerns.
RSPS: Consumer Staples Dashboard For July
The beverage industry is significantly undervalued versus historical averages, while tobacco and retail are overvalued. RSPS offers consumer staples exposure with better value and less company-specific risk than XLP, but also lower risk-adjusted returns and trading volumes. Four stocks are cheaper than their peers in July.
RSPS 
FXZ: Materials Dashboard For July
The materials sector appears notably overvalued, with the mining/metals and chemicals industries trading 30%+ above historical valuation baselines. The First Trust Materials AlphaDEX Fund ETF offers materials sector exposure with lower company-specific risk and a value tilt versus XLB. FXZ has outperformed XLB by 1.6% annualized since 2007 and by 17.5% over the last 12 months.
FXZ 
Why Is HyperLiquid (HYPE) Price Crashing? Is This a Short-Term Capitulation?
HyperLiquid (HYPE) price has corrected nearly 20% from its recent high near $69, slipping back toward the $60 mark despite what initially appeared to be a bullish regulatory development. Earlier this week, the Hyperliquid Policy Center and Sullivan & Cromwell LLP met with the U.S.
Across Protocol confirms Solana bridge attack, says user funds are safe
Across Protocol confirmed an attack on its Solana bridge deployment, disabling deposits while assuring users their funds remain safe and unaffected. Across Protocol confirms Solana bridge attack, says user funds are safe.
BTC Wobbles Near $64K As Middle East Drama Cranks Up
BTC's capped in a tight range amid Strait of Hormuz drama, but liquidations are piling up at a sensitive level.
PayPal Board Calls $53 Billion Stripe-Advent Bid Inadequate
PayPal's board believes the $53 billion takeover offer from Stripe and Advent International offered on July 15 undervalues the company. According to a report from Reuters, the development could potentially open negotiations over price, deal structure and regulatory risk.
PYPL 
Lamar Advertising: The Market Has Finally Caught Up To Its True Potential (Downgrade)
Lamar Advertising Company is downgraded to Hold as its current price now reflects fair value after a 42% return since the last Buy rating. LAMR's digital billboard pivot and accretive M&A drive strong AFFO growth potential, with 2026 guidance at $8.50–$8.70 per share supporting a 74% dividend payout ratio. Digital billboards pivot to offer significant potential to transform into the industry's next stage, although macro headwinds could pressure near-term advertising budgets and consumers.
TCPFF 
POSCO Holdings: Encouraging Investor Event Takeaways
POSCO Holdings Inc. remains a 'Buy' based on my assessment of its Investor Day disclosures. At the recent investor event, it reiterated a turnaround of its Argentinian lithium business and consistent shareholder distributions, similar to its 1Q26 call remarks. Management aims to fully close the stock's NAV discount by FY2028, with portfolio reorganization and listed subsidiary stake reduction initiatives.
PKX 
Why Gold Can't Rally Even with Softer Inflation Data
Gold slips even as U.S. inflation data cools, with oil prices climbing on renewed Iran tensions and the dollar regaining strength. FOREX.com Market Analyst Fawad Razaqzada breaks down why the Fed needs more than one soft inflation print, plus the key gold technical levels to watch next.
‘It's Getting Close to as Good as It Gets': Jamie Dimon Just Posted Record Profits, and Warned It Feels Like 2007
Jamie Dimon just delivered a JPMorgan earnings report for the record books, and in the same breath told everyone to enjoy it while it lasts.
JPM 
Live markets: Bitcoin slips to $63,000 as the chip rout goes global
A deepening global selloff in chipmakers dragged risk assets lower, pulling bitcoin back from the $65,000 it reached on this week's soft inflation print.
Inhibrx Biosciences: The Rare Disease Launch Is Only The Opening Act
Inhibrx is transitioning from a platform to a clinical-stage biotech, with ozekibart and INBRX-106 as key value drivers. Ozekibart's BLA for chondrosarcoma is under FDA review with an April 14, 2027 PDUFA date, supported by strong PFS and disease control data. INBRX-106 shows promising early efficacy as a PD-1 enhancer in HNSCC, with pivotal PFS data expected in Q4 2026 and Phase 3 initiation in Q3 2026.
PFS 
Resolution Minerals secures FAST-41 status for Golden Gate tungsten-gold project
Resolution Minerals Ltd (ASX:RML, OTCQB:RLMLF, FRA:NC3) has secured US Federal FAST-41 Transparency coverage for its Golden Gate tungsten-gold target in...
ARM 
Bitcoin Japan Unveils $59.5M Funding Round to Build BTC Treasury Reserve
Bitcoin Japan has unveiled a comprehensive financing strategy targeting approximately 9.66 billion yen, equivalent to roughly $59.5 million in fresh capital. This fundraising round earmarks 662 million yen specifically for the company's inaugural Bitcoin treasury acquisition following its strategic corporate transformation.
Morgan Stanley Launches Spot Bitcoin, Ethereum, and Solana Trading on E*TRADE
Eligible E*TRADE clients can now buy, sell, and hold Bitcoin, Ethereum, and Solana through Zero Hash at a 0.5% fee.
Silver price today: Silver falls, according to FXStreet data
Silver price today: Silver falls, according to FXStreet data
J.B. Hunt Transport Services: The Recovery Is Real, But Valuation Has Caught Up
J.B. Hunt Transport Services delivered strong Q2 2026 results, with accelerating intermodal volume and profit growth outpacing revenue gains. The IM segment EBIT soared 58% on 10% volume growth, demonstrating operating leverage and network efficiency before a major pricing reset. Dedicated remains a stable earnings base with 96% retention, while ICS and TL segments show early signs of recovery but face margin pressure from higher costs.
JBHT 
Risk-off wave drags bitcoin below $63,000 as AI selloff spreads from stocks to crypto
Crypto fell as AI stock fatigue and U.S.-Iran tensions weighed on sentiment, though a technical measure hints at oversold conditions heading into the weekend.
Bitcoin Japan Corporation raises $60M, allocates $4M for BTC purchase
Bitcoin Japan Corporation plans to raise $60M through bonds, allocating $4.08M for Bitcoin treasury purchases as Japan's corporate BTC trend accelerates. Bitcoin Japan Corporation raises $60M, allocates $4M for BTC purchase.
CareDx (CDNA) Moves 35.6% Higher: Will This Strength Last?
CareDx (CDNA) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
CDNA 
Greatland to host June quarter webcast on July 29
Greatland Resources Ltd (AIM:GGP, OTC:GRLGF, FRA:G8G, ASX:GGP) will release its Quarterly Activities Report for the June 2026 quarter on Wednesday, July 29,...
ARM 
Nansen launches ETH staking service with Lido V3 stVaults integration
Nansen launches ETH staking service with Lido V3 integration. Ethereum reaching $10,000 by December 31, 2026 at 1.9% YES.
Nansen launches ETH staking service powered by Lido Finance
Nansen launches non-custodial ETH staking through Lido's stVaults, removing the 32 ETH minimum and combining validator operations with on-chain analytics. Nansen launches ETH staking service powered by Lido Finance.
