Equities News

Leerink sees a $2.2 billion peptide market, with Hims potentially capturing about 20%.

ASML Holding, Lam Research, KLA Corp and Applied Materials are among the world’s top suppliers of semiconductor manufacturing equipment.

Musk also said that SpaceX went public partly to let ordinary investors participate, even as its shares head toward a third straight weekly decline.

Nokia received about €2.8 billion ($3.19 billion) worth of AI-related orders in the second quarter.

A regime shift driven by higher interest rates and an elevated cost of capital is creating valuation and profitability challenges for tech giants as investors pay keen attention to profitability metrics.

An FDA advisory committee will review Capricor’s application for Deramiocel on July 29.

Alphabet’s investment implies about 6% stake in SpaceX.

Fintech giant Stripe and private equity firm Advent International are weighing their next move after PayPal rejected their $53-billion buyout offer, even as Stripe pursues a potential $10-billion acquisition of AI marketplace OpenRouter.

NHTSA announced on Thursday that it has granted a petition to create a new Federal Motor Vehicle Safety Standard mandating “a robust and obvious door egress system” in all motor vehicles.

Nvidia secured advanced AI chip packaging capacity in Arizona through a multi-year strategic agreement with Amkor Technology.

Brent crude topped $100 a barrel, stoking inflation fears and driving Treasury yields to their highest levels of the year.

Intel projects revenue to land between $15.8 billion and $16.8 billion in Q3, exceeding expectations.

The company said clear ground imagery of the launch vehicle’s heatshield during ascent at higher dynamic pressure is a key objective that Thursday’s weather forecast would not support.

The medical device maker, which develops Tumor Treating Fields (TTFields) therapy for cancer, said Q2 marked its strongest performance to date.

A new ChatGPT feature allows users to securely connect personal health data, enabling more personalized, context-aware responses to everyday health questions.

Advanced Micro Devices and Cerebras Systems have partnered to launch an AI inference architecture that pairs AMD's Helios rackscale solutions with the Cerebras Wafer-Scale Engine.

An FDA advisory panel on Thursday recommended adding the peptide BPC-157 to a list that would allow compounding pharmacies to prepare it more freely for patients.

Shares of CSX, Union Pacific and Norfolk Southern hit 52-week highs after posting better-than-expected second-quarter earnings.

The broader technology sector weakened after renewed geopolitical tensions in the Middle East weighed on investor sentiment.

According to TheFly, RBC said EdgeMode’s newly announced projects could represent an expansion of its existing partnership with Bloom Energy.

Super Micro Computer Inc. saw its stock rally following a strong gross margin forecast and a massive $60 billion backlog, though analysts caution that fulfilling orders may require significant debt financing or capital raises.

After two rejections, retail investors are hopeful the FDA will approve Outlook Therapeutics’ Lytenava for the treatment of wet AMD.

Goldman Sachs CEO’s backing comes as Senate Republicans circulate updated CLARITY Act text ahead of a possible floor vote next week.

Jefferies and BMO said some of the upside reflected favorable deal timing and a richer sales mix, though both remained constructive on the company's outlook.

During an interview with CNBC, Google Cloud CEO Thomas Kurian touted growth across seventeen different product lines of Alphabet over the past 12 months.

According to an Axios report, two U.S. officials confirmed that no new orders have been issued to the military.

Lockheed Martin highlighted major contract wins to support long-term growth, helping lift its second-quarter backlog to a record $230 billion.

Trump said that the U.S. will inflict “major military punishment” upon Iran and the Houthis if they attack ships again.

The dip in MSTR’s stock came alongside weakness in the overall cryptocurrency market, with Bitcoin’s price dropping below the $65,000 level.

CEO Lourenco Goncalves said the "progression we have been forecasting is now reality.”

While most analysts maintained their ratings, they said rising AI spending is weighing on margins and free cash flow, shifting investor focus to near-term execution.

Brent crude futures extended gains for a fifth straight session, crossing the triple-digit mark for the first time since May 26, 2026.

Crypto-linked equities traded lower in pre-market trading, with BitMine, Strategy, Circle, Coinbase, Robinhood and Block in the red.

American Airlines reported record quarterly revenue of $16.7 billion and adjusted EPS of $0.15, beating Wall Street estimates.

During an interview with The Economist, Musk proposed that rival AI labs, including those in China, should be given time to inspect each other’s latest models before release and report potential risks to governments.

Retatrutide, a once-weekly triple hormone receptor agonist targeting GIP, GLP-1, and glucagon receptors, met the primary endpoint in both the Triumph-2 and Triumph-3 Phase 3 studies.

Cathie Wood's ARK Invest purchased another 121,384 SpaceX shares across four ETFs following the stock hitting another record low in the previous session.

Ives said that while higher AI infrastructure spending may weigh on margins in the near term, accelerating adoption of AI by both enterprises and consumers will be a key theme of second-quarter earnings.

The brokerage said the pullback has been driven by disruptions involving third-party launch vehicles, not by lost customer contracts or a slowdown in demand for direct-to-device satellite connectivity.

Ark Invest also reduced its small positions in Brera Holdings across several of its funds.

ServiceNow reported second-quarter results above expectations and raised its full-year subscription revenue forecast.

COIN shares fell more than 5% on Wednesday, after the stock surged more than 11% a day before on fresh optimism about the bill’s progress.

Analysts made their case citing improved profitability, cash flow prospects, and product launches.

Stocktwits data showed retail sentiment is weak, declining to ‘extremely bearish’ on SPY and ‘bearish’ on QQQ.

Deepwater's Gene Munster said Musk's comments revealed deeper ties, with Tesla and SpaceX collaborating across Starlink, Terafab, Grok and Digital Optimus.

GOOGL’s move underscores the rising bar for AI and cloud companies even as investors scrutinize spending and returns.

Drugmakers have announced 37 biotech acquisitions worth at least $1 billion this year, topping the previous annual record.

Better-than-expected earnings and outlook led analysts to raise their price targets, while the Microsoft AI infrastructure deal boosted confidence in 3M’s growth.

Microsoft’s Teams and Salesforce’s Slack dominate the workplace messaging market, and investors are watching whether Block can gain traction with Buzz among enterprise customers.

Shkreli reiterated his long-standing bearish stance on SLS, although he previously acknowledged making “a bad call” on Capricor after its positive HOPE-3 trial results.