Crude Oil Inventories Drop Sharply, Surpassing Expectations

CSL Jumps 3.5% as Horizon 2 Clinical Trial Pathways Announced

July 29, 2026, 3:59 AM EDT. CSL Limited ASX:CSL shares rose 3.5% to A$123.68 after the biotechnology firm unveiled fresh clinical trial pathways for Horizon 2. The update marks a step forward for the company’s research pipeline, boosting investor confidence during early session trading.

CSL shares rise as Horizon 2 clinical tria…

Janus Henderson US Transformational Growth High Conviction Equity UCITS ETF Posts NAV Figures

July 29, 2026, 3:46 AM EDT. As of 28 July 2026, Janus Henderson US Transformational Growth High Conviction Equity UCITS ETF (ISIN: IE0009ZTL4B5) declared a NET Asset Value of USD 3,462,785.95 with 310,000 shares outstanding, resulting in a NAV per share of 11.1703. There were no redemptions since the last valuation.

Janus Henderson US Transformational Growth…

Spin Master (TSE:TOY) Rises Past 50-Day Average, Draws Upgrades from Analysts

July 29, 2026, 3:45 AM EDT. Spin Master Corp. (TSE:TOY) shares traded above the 50-day moving average of C$20.07, climbing to C$23.49 on volume of 108,255. Analysts from TD and Jefferies raised their price target to C$27.00, reiterating a “buy” rating. The firm declared its quarterly dividend of $0.12 for a 2.0% yield. Spin Master’s market capitalization stands at C$2.36 billion, and the stock holds a moderate buy consensus with analysts’ average price target at C$27.20.

Spin Master (TSE:TOY) Stock Price Crosses …

South Korea’s Finance Minister Issues Apology Following Retail Losses in Leveraged ETFs After Chip Share Drop

July 29, 2026, 3:44 AM EDT. Finance Minister Koo Yun-cheol extended an apology as South Korean retail investors faced significant losses from single-stock leveraged ETFs, focused mainly on chipmakers such as Samsung Electronics and SK Hynix. Retail traders have purchased a net 14 trillion won ($9.7 billion) in these leveraged ETFs since their introduction on May 27. The KODEX SK Hynix Leverage ETF has plunged more than 80% since June 23, and a similar Samsung ETF has declined by nearly 75%. The Financial Services Commission is evaluating measures including limiting access to professional investors and reducing leverage ratios.

Minister apologizes as Korean leveraged ET…

Australian Shares Jump as Healthcare, Value Sectors Outperform on Softer Inflation

July 29, 2026, 3:43 AM EDT. The Australian market advanced sharply, with gains led by healthcare and value stocks, after inflation data came in below forecasts and tempered worries about further interest rate increases.

Closing Bell: Healthcare delivers, ASX sur…

COPT Defense Properties (CDP) Tops Q2 Forecasts, Lifts 2026 Outlook; Shares at $38.24

July 29, 2026, 3:42 AM EDT. COPT Defense Properties (CDP) posted second-quarter results that beat analyst forecasts and upgraded its outlook for 2026. Shares are priced at $38.24, delivering a 90-day gain of 23.59% and a year-to-date increase of 39.11%. The stock’s momentum remains strong, with a three-year total shareholder return of 68.78%. Analysts put fair value at $36, meaning shares trade approximately 6% higher, highlighting optimism backed by sustained defense leasing and higher guidance.

COPT Defense Properties (CDP) Beat Expecta…

GDX: Gold Miners Present Buying Opportunity After Deeper Drop Than Gold

July 29, 2026, 3:41 AM EDT. The report notes that gold miners have declined further than gold itself, which could create an attractive entry point for investors. Drawing on over ten years of corporate finance experience, the author advocates for an evidence-based strategy centered on minimizing costs, diversifying holdings, and maintaining patience. There are no specific stock picks offered; the focus remains on the value of diversified fund investment rather than individual securities.

GDX: Why Gold Miners Are A Buy After Falli…

Zepto Considers IPO Pricing as Listing May Be Delayed

July 29, 2026, 3:27 AM EDT. Quick commerce platform Zepto is in talks over IPO pricing, with its valuation now estimated between $2.5 and $3 billion-well below the $7 billion value cited during its $450 million private fundraise in October 2025. According to sources, the company could postpone its IPO listing over the next few weeks as it pushes for improved terms.

Zepto IPO update: Zepto negotiating IPO pr…

FTSE 100 Steady; Glencore Delivers Strong Profits, Greggs Cautions, Ofgem Eyes Data Centre Fees as Markets React

July 29, 2026, 3:26 AM EDT. FTSE 100 remains flat as investors weigh Gulf tensions and the forthcoming FOMC meeting. Glencore announces $3.3bn in first-half trading profit, aligning with full-year targets. Greggs records significant H1 profit growth but flags possible H2 pressure from supply-chain challenges. Ofgem proposes fees of up to £712,500 per megawatt to discourage speculative data centre projects, targeting a spike in grid connection requests and increased congestion in the energy market.

FTSE 100 Live: Subdued start expected as G…

Lloyds Banking Group Stock Climbs Past 200-Day Moving Average as Analyst Opinions Diverge

July 29, 2026, 3:25 AM EDT. Lloyds Banking Group LON:LLOY shares climbed above the 200-day moving average of GBX 102.44, touching GBX 115.15 on volume of 117.4 million shares. Analyst sentiment is divided: JPMorgan lowered its price target to GBX 121 with a ‘neutral’ recommendation, Shore Capital set a ‘sell’ rating, while Jefferies and Citigroup gave ‘buy’ ratings with targets going up to GBX 125. The overall consensus is ‘Moderate Buy’ and the average target price is GBX 113.80. Lloyds reported a Q1 EPS of GBX 2.40 on revenue totalling GBX 478.50 billion.

Lloyds Banking Group (LON:LLOY) Share Pric…

Australian shares climb past 9,000 as easing inflation tempers rate hike expectations

July 29, 2026, 3:24 AM EDT. Australian stocks rose above the 9,000 level, lifted by softer inflation figures that have reduced market bets on additional Reserve Bank rate hikes. The inflation data prompted improved investor sentiment, boosting major shares and pointing to a more measured approach to future monetary tightening.

Australia shares reclaim 9,000 mark; softe…

Bitcoin Edges Toward $64,000 as South Korea Chip Shares Tumble

July 29, 2026, 3:10 AM EDT.Bitcoin advanced 1% to roughly $63,800, while Ether added 1% to trade at $1,899. Other major cryptocurrencies, including XRP and BNB, also moved higher as turbulence rocked Asian markets. Shares of South Korean chipmakers suffered steep losses, with SK Hynix slumping 17% in spite of a 557% jump in profits, and Samsung sliding 12%. The MSCI Asia Pacific index slipped 2% to its lowest point since April, and Nasdaq 100 futures dropped 1% on persistent tech weakness.

BTC, ETH price news: Bitcoin rises toward …

Permanent TSB Group Publishes H1 2026 Results

July 29, 2026, 3:09 AM EDT. Permanent TSB Group Holdings plc issued its half-year financial results for 2026 covering the period to 30 June 2026, releasing the report on 29 July 2026. The document is available through the London Stock Exchange, the National Storage Mechanism, Euronext Dublin, and on the company’s website. Scott Rankin, Head of Investor Relations, and Leontia Fannin, Chief Sustainability & Corporate Affairs Officer, are listed as main contacts.

REG – Permanent TSB Group – Half-year Fina…

Janus Henderson USD AAA CLO Active Core UCITS ETF Issues NAV and Share Data – July 28, 2026

July 29, 2026, 3:08 AM EDT. Janus Henderson USD AAA CLO Active Core UCITS ETF announced net asset values and NAV per share for several ISINs on July 28, 2026. LU2994520851 was recorded with 34,123,591 shares, a NAV of 364,774,528.12 USD, and a NAV per share of 10.6898 USD. LU2994520935 had 1,854,600 shares, a NAV of 18,766,641.61 USD, and a NAV per share of 10.119 USD. LU3218628298 reported 2,300 shares, a NAV of 484,129.47 MXN, and a NAV per share of 210.4911 MXN. No redemptions of shares have occurred since the last valuation.

Janus Henderson USD AAA CLO Active Core UC…

Chip Shares Tumble as AI Trade Pullback Seen as Excessive

July 29, 2026, 3:07 AM EDT. Chip stocks and AI-focused equities have been dumped by investors in a swift pullback, leading to portfolio reshuffling. While the downturn has been attributed to competitive risks from China, the pace of the recent selloff appears premature, indicating the market response could be overdone.

Dramatic Reversal in the AI Trade Looks Ov…

Secure Energy Services (TSE:SES) Trades Above 200-Day Moving Average

July 29, 2026, 3:06 AM EDT. Shares of Secure Energy Services Inc. (TSE:SES) climbed past their 200-day moving average of C$20.93, hitting C$23.27 as 491,087 shares changed hands. Analysts updated price targets between C$21.00 and C$24.75, predominantly maintaining a “Hold” recommendation. The company has a market capitalization of C$5.07 billion, a PE ratio at 43.09, and a debt-to-equity ratio of 151.35, underlining its presence in energy infrastructure and waste management.

Secure Energy Services (TSE:SES) Stock Pri…

Lakes Blue Energy (ASX:LKO) Jumps 25% After $8.7 Million Equity Raise

July 29, 2026, 3:04 AM EDT. Lakes Blue Energy (ASX:LKO) climbed more than 25% following news of an $8.7 million capital raise. The fresh funding underlines investor support for the company’s expansion plans.

Lakes Blue Energy (ASX:LKO) Shares Jump Ov…

Telecom Plus PLC Lists Further 18,315 Ordinary Shares on London Stock Exchange

July 29, 2026, 3:03 AM EDT. Telecom Plus PLC has listed 18,315 additional ordinary shares of £0.05 each on the Main Market of the London Stock Exchange, taking the total issued securities to 78,110,364. The newly listed shares, which are fully fungible with those already in circulation, were issued under the company’s Employee Share Option and Omnibus Plans. The admission period runs from May 26 to July 25, 2026.

Rio Tinto Publishes 2026 Half Year Results and Presentation

July 29, 2026, 3:02 AM EDT. Rio Tinto PLC published its 2026 half year results presentation on 29 July 2026, outlining key financial figures. CEO Simon Trott and CFO Peter Cunningham led the webcast and presentation, which are available on the company’s official website. Contact information for media and investor relations representatives was provided for the UK, Australia, Canada, and the US.

REG – Rio Tinto – Rio Tinto 2026 Half Year…

Essential Financial Metrics to Consider When Buying Shares

July 29, 2026, 3:01 AM EDT. Prior to purchasing shares, investors should assess a company’s financial stability and profit margins. The price-to-earnings (P/E) ratio evaluates a stock’s price compared to its earnings, showing the price paid for each pound of income. The average P/E for FTSE 100 firms is about 12, though there is no definitive benchmark for an ideal P/E. Knowing these indicators helps investors critically assess pricing and long-term prospects.

‘Ask the right questions’: what you need t…

Wolverine World Wide (WWW) Teams Up with Billy Strings; Shares Near Estimated Value

July 29, 2026, 3:00 AM EDT. Wolverine World Wide (WWW) has launched a special edition sandal collaboration with Billy Strings, driving gains of 21.76% in its stock price over the past month and 23.42% over the past three months. The stock’s total return for shareholders is down 8.88% over one year, but analysts see it trading 3.8% below fair value, with a fair price estimated at $21.70 against a recent close of $20.87. Growth is being fueled by investments in branding and new products, though challenges remain as wholesale partners scale back and some legacy brands weaken.

Wolverine World Wide (WWW) Unveiled A Bill…

Scholar Rock Holding (SRRK) Retreats After Rally; Trades Below Estimated Value

July 29, 2026, 2:59 AM EDT. Shares of Scholar Rock Holding (SRRK) ended at $49.37 on July 28, 2026, marking a 9.84% drop over the last month but a 15.35% gain since the start of the year. Boasting a 3-year total shareholder return above sixfold, the stock trades 16.8% under its fair value estimate of $59.31. The biotech develops treatments for neuromuscular disorders, with future performance tied to regulatory approvals and the success of its apitegromab program.

Scholar Rock Holding (SRRK) Pulls Back Fol…

FTSE 100 Steady Amid Gulf Unrest; Greggs, Reckitt Earnings in Focus

July 29, 2026, 2:58 AM EDT. The FTSE 100 remained little changed as renewed Gulf tensions kept investors cautious ahead of the US Federal Reserve’s interest-rate decision. Index futures saw modest movement after finishing at 10,871, close to February’s peak. Brent crude jumped 3.9% to $87.36 after the US intercepted an Iranian assault. Asian tech shares slid, with South Korea’s Kospi losing 8.7%. Key London names including Glencore, Greggs, and Reckitt Benckiser released results today.

Applied Optoelectronics (AAOI) Slides as Valuation Debate Intensifies

July 29, 2026, 2:57 AM EDT. Shares of Applied Optoelectronics (AAOI) dropped 9.9% in a single session to $88.14, bringing the three-month decline to 42.3%, although the stock has delivered a 1-year gain of 265.6%. The company posted $507M in revenue against a $43.3M net loss, with a $7.8B market capitalization trading at 14-15x trailing sales for 2025 and 6.5x forward sales for 2026. The fair value estimate stands at $78.00, indicating that AAOI appears overvalued in light of its aggressive growth and margin forecasts.

Applied Optoelectronics (AAOI) Faces A Val…

Novo Nordisk Shares Seen Undervalued by Cash Flow, Earnings Measures

July 29, 2026, 2:56 AM EDT. Novo Nordisk (NVO) shares have fallen 33.4% over three years, but a Discounted Cash Flow (DCF) model suggests the stock trades at a 47.2% discount to its intrinsic value. The EU’s recent approval for both the oral and higher dose injectable versions of Wegovy is fueling cash flow prospects. With a price-to-earnings ratio of 12.2x, lower than industry and sector averages, Novo Nordisk meets 5 out of 6 valuation criteria, pointing to undervaluation against its financial fundamentals.

Novo Nordisk (NYSE:NVO) Stock Looks Underv…

Australian Shares Gain as Rio Tinto Delivers Higher H1 Results, Inflation Eases

July 29, 2026, 2:55 AM EDT. The S&P/ASX 200 Index advanced 1.01% to 9,038.60, buoyed by cooling June quarter inflation data which tempered expectations for further rate hikes. Rio Tinto Group ASX:RIO announced H1 underlying earnings per share at $4.214, an increase from $2.96, with revenue at $31.03 billion compared to $26.87 billion a year ago. Woodside Energy ASX:WDS reported Q2 revenue up 28% at $4.19 billion, despite an 18% fall in production. CSL ASX:CSL intends to launch clinical trials for its new immunoglobulin process by mid-2027.

Australian Shares Advance; Rio Tinto Group…

Why Datadog (DDOG) Stands Out: 3 Key Factors

July 29, 2026, 2:54 AM EDT. Datadog shares climbed 79.7% over six months to $252.65. Notable strength comes from a $4.23 billion Q1 ARR with 29.5% year-over-year growth, a 24.2% forecasted revenue gain, and a 14.8-month CAC payback period, underlining effective customer acquisition and robust recurring revenue, which supports investor sentiment.

U.S. National Debt Climbs to $39.5 Trillion; Trump Faces Criticism Over Rising Spending

July 29, 2026, 2:53 AM EDT. The U.S. national debt surged to an all-time high of $39.5 trillion in June, rising 37% compared to before the pandemic. President Trump has faced criticism for increasing the debt by $2.2-$2.3 trillion per year during his early years in office. Although Trump previously promised to erase the $19 trillion national debt within eight years, the total has since more than doubled. The White House contends the former president reduced waste, but last year’s interest payments exceeded $1.2 trillion, surpassing U.S. defense spending.

Trump broke his promise to lower — and eli…

Johnson Service Group Proceeds With Share Buyback, Sets Cancellation of Shares

July 29, 2026, 2:51 AM EDT. Johnson Service Group bought back shares on the London Stock Exchange from 20-24 July 2026 at prices between 147 and 150 pence, using Investec Bank, intending to cancel the repurchased stock and decrease its share capital. The company, with a market capitalization of £548.8M and a Hold rating with a £150 target price, supplies textile and linen services to U.K. customers. Analysts maintain a Neutral outlook, citing varied profitability and leverage, while technical indicators point to a Strong Buy and average daily volume of 1,954,505 shares.

Johnson Service Group Advances Share Buyba…

Mercury NZ (ASX:MCY) Shares Edge Up as Investors Monitor Utilities

July 29, 2026, 2:44 AM EDT. Shares of Mercury NZ Ltd (ASX:MCY) rose to AUD 5.64 on 29 July 2026, a gain of 0.36% on the day but a slip of 0.18% over the past year. Operating within the utilities sector, the company focuses on electricity generation and retail energy provision. Mercury NZ, valued at $8.00B, remains a focus for investors considering factors such as energy demand, renewables capacity, regulatory developments, and the ongoing energy transition.

Mercury NZ (ASX:MCY) Shares Edge Higher: I…

Kospi Slides 7% as AI Sector Faces Scrutiny; Asian Markets Mixed, Oil Jumps Over 3%

July 29, 2026, 2:43 AM EDT. The Kospi index in South Korea tumbled 7%, pressured by a 12.8% loss in SK Hynix after earnings missed expectations even with record profits. Samsung Electronics dropped 7.7%. Tokyo’s Nikkei slipped 1.7% as Tokyo Electron slid 10.1%. Taiwan’s Taiex shed 3.8%, the Shanghai Composite edged down 0.5%, while Hong Kong’s Hang Seng rose 1.7%. Oil prices rallied over 3% amid renewed tensions involving Iran, with Brent crude at $84.58 and U.S. crude at $82.14 per barrel.

South Korea's Kospi share index falls 7% a…

Amkor’s 2031 Notes Settlement Could Lead to Equity Dilution, Share Price Swings

July 29, 2026, 2:42 AM EDT. Amkor Technology (AMKR) has flagged a fresh risk tied to its 2031 Notes within the Debt & Financing category. The option to settle these notes in cash or stock introduces the possibility of equity dilution and heightened share price volatility, affecting both shareholders and market behavior.

Amkor’s 2031 Notes and Capped Calls: Poten…

Fidelity Global Corp Bond Research Enhanced PAB UCITS ETF (GBP) NAV Announced

July 29, 2026, 2:41 AM EDT. On 28 July 2026, the Fidelity Global Corporate Bond Research Enhanced PAB UCITS ETF (Ticker: FSMP) posted a Net Asset Value (NAV) of 5.14 GBP and 124,691,286 shares outstanding. The fund trades as FIL SUST GLB CORP BND MUL ETF, coded EAG.

Fidelity Global Corp Bond Research Enhance…

Fidelity Europe Equity Research Enhanced UCITS ETF Reports Latest NAV

July 29, 2026, 2:40 AM EDT. The Fidelity Europe Equity Research Enhanced UCITS ETF (Ticker: FEUR) announced a Net Asset Value (NAV) of €10.93 per share with 8,350,000 shares outstanding as of July 28, 2026. The ETF, listed under FEUR, is denominated in Euros.

Fidelity Europe Equity Research Enhanced U…

Valterra Platinum Limited to Pay R15.1 Billion Interim Dividend

July 29, 2026, 2:39 AM EDT. Valterra Platinum Limited will pay a gross interim cash dividend of R15.1 billion (R57.00 per share), which includes a base dividend of R8.6 billion (R32.50 per share), equal to 40% of headline earnings, along with an extra R6.5 billion (R24.50 per share). The record date is set for 21 August 2026, with payment to South African shareholders scheduled for 24 August 2026.

Valterra Platinum H1 2026 Results: EBITDA Surges, Dividend Announced, Board Changes Detailed

July 29, 2026, 2:38 AM EDT. Valterra Platinum Limited posted a four-fold jump in EBITDA to R33.4 billion for H1 2026, supported by a 4% increase in metal-in-concentrate output and an 18% climb in sales volumes. The company, which reported three fatalities, confirmed a substantial interim dividend of R15.1 billion (R57/share), representing 70% of headline earnings. Revenue totaled R81.8 billion with a 501% mining EBITDA margin. Net cash was reported at R23.7 billion, underscoring strong cash generation.

REG – Valterra Platinum Ld – Interim resul…

FTSE 100 Slips as Chinese Data Weighs; Analysts See Undervalued Shares

July 29, 2026, 2:37 AM EDT. The FTSE 100 declined amid ongoing concerns over soft Chinese trade figures. Some stocks could be underpriced based on projected cash flows, including Yü Group (-47.5%), Victorian Plumbing (-46%), Playtech (-46.6%), Hochschild Mining (-49.3%), and Coats Group (-48.9%). Coats Group, valued at £1.62bn, is currently priced at £0.85 compared to an estimated worth of £1.66, and is expected to increase earnings by 17.1% each year.

UK Stocks Possibly Trading Below Their Est…

Herc Holdings (HRI) Drops as Margins and Valuation Overshadow Revenue Gains

July 29, 2026, 2:35 AM EDT. Shares of Herc Holdings NYSE:HRI slipped 7% after reporting second-quarter 2026 revenue of US$1.2b, up 20%, alongside net income of US$19m-a turnaround from last year’s loss. Despite improved profitability, investors were uneasy with the stock’s trailing P/E ratio of 101.1x and modest 1% net margin. While acquisitions and specialty segments continue to drive growth, worries over leverage and ongoing margin constraints remain in focus.

Herc Holdings (HRI) Stock Price Faces A 10…

Asian Tech Shares Drop Sharply as Semiconductors Pace Losses

July 29, 2026, 2:23 AM EDT. Technology shares in Asia deepened their losses, with semiconductor firms at the forefront following a weaker U.S. session. SK Hynix in South Korea slumped more than 15% even after posting record profits, while Samsung Electronics fell 8%. In Japan, Kioxia and Tokyo Electron recorded significant declines. SoftBank Group shed close to 10%. However, Chinese internet giants Tencent and Meituan gained, bucking the downward trend in regional tech shares.

Asian technology stocks extend sell-off wi…

Nifty IT Jumps 3%, Up Almost 10% in a Week as Rally Continues

July 29, 2026, 2:22 AM EDT. The Nifty IT index jumped 3% during the session and has advanced nearly 10% over the past week, bouncing more than 21% from its 52-week low of 25,699.10 set on July 1, 2026.

Nifty IT surges 3%, climbs nearly 10% in a…

Investor Flows Head to ASX as Nasdaq and Kospi See Tech Sector Sell-Off

July 29, 2026, 2:21 AM EDT. Funds are moving towards the ASX after a tech-driven sell-off hit the Nasdaq and Kospi. Australia’s earlier limited involvement in the global artificial intelligence space, considered a disadvantage until recently, is now aiding the index as weakness emerges in the semiconductor industry, driving investment out of Asia’s high-growth tech markets and into the domestic bourse.

Investors return to ASX as tech sell-off t…

InterContinental Hotels Group Buys Back and Cancels 1,000 Shares on LSE

July 29, 2026, 2:20 AM EDT. On 28 July 2026, InterContinental Hotels Group LSE:IHG bought back 1,000 ordinary shares through Goldman Sachs International, at prices between $158.20 and $162.20 and an average cost of $159.5931 per share. The company plans to cancel these shares. After the buyback, 148,603,282 ordinary shares remain in circulation, with 5,431,782 shares held in treasury excluded.

InterContinental Hotels Group Intends to C…

InterContinental Hotels Group PLC Repurchases 1,000 Shares on July 28, 2026

July 29, 2026, 2:19 AM EDT. InterContinental Hotels Group PLC repurchased 1,000 ordinary shares at an average price of $159.5931 per share via Goldman Sachs International on the London Stock Exchange on July 28, 2026. The buyback is in line with shareholder approval from May 8, 2025. The shares are set to be cancelled, bringing the total issued share count to 148,603,282, not including 5,431,782 shares held in treasury.

InterContinental Hotels Group PLC Announce…

DaVita Shares Leap 122% After Q1 Results; Growth Outlook Remains Uncertain

July 29, 2026, 2:18 AM EDT. Shares of DaVita (DVA) jumped 122% to $235.17 over six months on the back of robust Q1 results. Yet, challenges remain as treatment volumes are flat at 7.03 million, forecasted revenue growth is a muted 2.6% compared to the 3.7% historical pace, and free cash flow margin has slipped to 10.8%. With a forward P/E of 15.4, DaVita’s strong valuation faces lingering questions over business quality and future growth prospects.

DaVita (DVA): Buy, Sell, or Hold Post Q1 E…

South Korea's Kospi Index Slides More Than 8% on AI Investment Worries

July 29, 2026, 2:03 AM EDT. South Korea’s Kospi stock index dropped more than 8% on Wednesday, pressured by renewed concerns about large-scale investment in artificial intelligence. Most other Asian markets also moved lower, tracking wider investor unease.

South Korea’s Kospi share index falls 8%, …

Gold 2026 Forecasts Lowered After Surge to Record and Slide on War, Rate Jitters

July 29, 2026, 2:02 AM EDT. Gold reached a peak of $5,595/oz in January, then retreated almost 22% as energy price inflation and fears of rate hikes due to the Iran conflict weighed. Forecasts for 2026 have been reduced to $4,509 from $4,916, marking the first downward revision since 2023. Structural factors including geopolitical risks and currency instability persist. Central banks continue to drive demand, but high prices and import duties are dampening Indian and Chinese jewelry demand. Silver forecasts have also been trimmed to $72/oz, reflecting worries over industrial usage.

Gold Price Forecasts Cut for First Time Si…

Gold Prices Hold Steady in Saudi Arabia on July 29

July 29, 2026, 2:01 AM EDT. Gold prices in Saudi Arabia held steady on Wednesday, July 29, based on FXStreet data, indicating little movement in the market.

Gold price in Saudi Arabia: Rates on July …

Key Update for Nvidia (NVDA) Shareholders

July 29, 2026, 1:52 AM EDT.Nvidia (NVDA) shareholders raise questions over circular financing arrangements as market movements unfold. This report draws on afternoon prices from July 26, 2026, with the topics discussed on July 28, 2026. Analyst Parkev Tatevosian, CFA, a stakeholder in Nvidia, examines these financial practices. The Motley Fool also owns and recommends Nvidia, with related disclosures provided.

Gold dips while silver climbs: 29 July price update for Delhi, Mumbai, Kolkata

July 29, 2026, 1:51 AM EDT.Gold prices slipped globally on 29 July, with spot gold losing 1.1% to $4,032.42/oz as the dollar strengthened and US-Iran tensions weighed. In India, 24K gold traded from ₹141,600 to ₹142,260 per 10 gm, and 22K gold ranged between ₹129,800 and ₹130,405 per 10 gm in key cities. Silver prices rose marginally, quoted around ₹216,400-₹217,520 per kg.

Gold, silver prices today, 29 July: Check …

KORU ETF Set for Record Monthly Decline as South Korean Chipmakers Sink After SK Hynix Misses Estimates

July 29, 2026, 1:50 AM EDT. The KORU ETF, which provides 3x leveraged exposure to the MSCI Korea Index, is headed for its steepest monthly drop, down almost 64% so far in July. SK Hynix shares tumbled more than 8% in the US and over 14% in South Korea after the company fell short of second-quarter revenue and profit expectations despite achieving record sales. The KOSPI index slid more than 8%, triggering a brief trading halt as a global tech rout weighed on South Korean chip manufacturers.

KORU ETF Heads For Worst Monthly Decline: …

Phillips 66 (PSX) Stock Climbs on Robust Refining Margins as Supply Risks Persist

July 29, 2026, 1:48 AM EDT. Phillips 66 (PSX) stock advanced to $205.85, posting a 30-day gain of 19.92% and a 1-year total return of 65.80%, fuelled by Iran-related oil supply concerns, historic crack spreads, and strong earnings with buybacks. Shares are trading about 6% above the $194.11 fair value estimate, yet a discounted cash flow analysis points to slight undervaluation at $210.93. Primary risks stem from the potential for weaker refining margins and possible Midstream project setbacks.

Phillips 66 (PSX) Gains On Refining Streng…

Aura Consolidated Group and Xero Showcase AI-Driven Revenue Growth

July 29, 2026, 1:47 AM EDT.Artificial Intelligence continues to boost expansion in industries such as semiconductors and cloud infrastructure. Aura Consolidated Group (ASX:AXQ) posted 31.3% revenue growth, reaching US$192.5 million, centering its efforts on digital safety and AI monitoring after an IPO that raised A$145.2 million. Even with this fast-paced growth, Aura remains unprofitable with limited cash reserves. Xero ASX:XRO, holding a market value of A$11.5 billion, delivers cloud-based accounting and AI-powered business software, earning NZ$2.75 billion in revenue worldwide.

AI Stocks With Real Revenue Growth From Xe…

Britain's Old War Bonds: Reminder of Painful Losses for Savers

July 29, 2026, 1:46 AM EDT. Britain’s 1914 war bonds were introduced to support defense spending, but brought in just £91 million of the £350 million goal. Total public investments reached £2.5 billion-about £261 billion in today’s money-but debt adjustments during the Great Depression sharply slashed returns, leaving £100 investments from 1914 valued at only £2 a century later. As new “war bonds” under PM Andy Burnham are discussed to bolster defense funding, these past financial setbacks are again drawing attention.

Britain tried war bonds before — and saver…

Sensex Jumps 726 Points as IT Shares Rally, FII Buying Lifts Market

July 29, 2026, 1:29 AM EDT. The Sensex climbed 726.13 points to 77,471.26, while the Nifty advanced 203.50 points to 24,189.05, led by strong gains in IT stocks and HDFC Bank. Top performers on the Sensex included Infosys, L&T, HUL, TCS and Tech Mahindra. Foreign Institutional Investors became net buyers, acquiring equities valued at Rs 755.33 crore. Brent crude increased 4.29% to USD 87.70, and Asian markets mostly moved lower with the exception of Hong Kong’s Hang Seng index.

Stock Markets Rebound In Early Trade; Sens…

SK Hynix posts 557% profit jump but says targets are unmet

July 29, 2026, 1:17 AM EDT. SK Hynix reported a 557% surge in profits, marking major financial gains. However, the company stated that the sharp increase does not fully meet its targets, underscoring persistent ambitions and difficulties in the current market climate.

SK Hynix discovers that a 557% profit boos…

Sensex Jumps 827 Points in Intraday Trade, Nifty 50 Tops 24,200

July 29, 2026, 1:16 AM EDT. BSE Sensex gained 827 points (1.07%) intraday to 77,593, with NSE Nifty 50 advancing 218 points (0.90%) to reach 24,203, signalling a strong rally in the markets.

Sensex zooms 800 points intraday, Nifty to…

Bank of Nova Scotia TSX:BNS Shares Trade 25% Below Estimated Intrinsic Value Based on Earnings Power

July 29, 2026, 1:15 AM EDT. Bank of Nova Scotia TSX:BNS shares have delivered a 125.2% gain over 3 years, but are still trading at a 24.9% discount to Excess Returns’ intrinsic value estimate of CA$166.01. The lender’s earnings power reflects a 13.20% return on equity, with EPS forecast to remain steady at CA$8.96. While performance has been robust, the valuation gap persists amid consistent outlooks for earnings and cash flow.

Bank of Nova Scotia (TSX:BNS) Stock May Be…

S&P 500, Dow Lead Over Nasdaq in 2026 as Tech Sector Slips

July 29, 2026, 1:13 AM EDT. The S&P 500 and Dow Jones Industrial Average each posted stronger year-to-date gains in 2026 than the Nasdaq Composite, marking their first outperformance since 2022. Returns were 9% for the S&P 500 and 9.1% for the Dow, compared to the Nasdaq’s 7.8%. After AI-fueled rallies following the late 2022 debut of ChatGPT, the tech-focused Nasdaq now faces pressure from a wave of tech stock selling. Leadership in the market is increasingly shifting towards value sectors, amid robust earnings but ongoing caution regarding firms such as Alphabet.

The S&P 500 and Dow Are on Track to Beat t…

ASML Grapples With China Issues as Worldwide Chipmaking Needs Remain High

July 29, 2026, 12:58 AM EDT. ASML is contending with major obstacles in assembling its advanced lithography systems, which are vital to chipmaking. Mounting China market issues and persistent global demand are underscoring the challenges of building ASML’s intricate technology during a pivotal time.

ASML’s China Fears Are Coming at Just the …

Indo-MIM to List on BSE, NSE July 30; Grey Market Premium at 38%

July 29, 2026, 12:56 AM EDT. Indo-MIM, a maker of precision engineering components, is set to list on stock exchanges on July 30 following an IPO that drew 72.34 times subscription. Priced in the range of Rs 461-485 per share, the IPO has a 38% grey market premium (GMP) at Rs 180 per share, pointing to an expected listing price around Rs 665. The issue included Rs 500 crore in fresh equity and Rs 3,311.21 crore via an offer for sale.

Indo-MIM listing date: Shares to make mark…

HBT Financial Posts Earnings Beat, Increases Dividend; Valuation Review

July 29, 2026, 12:55 AM EDT. HBT Financial (HBT) delivered a beat on second quarter earnings and revenue while announcing a rise in its quarterly dividend. Shares climbed 13.89% over the past month and are up 40.65% since the start of the year, with a 1-year total shareholder return of 46.44% and a 165.08% return over five years. The stock is trading with a P/E ratio of 16.9x, higher than sector norms; nevertheless, a DCF analysis suggests shares could be 47.8% undervalued at $36.16.

Is HBT Financial (HBT) Still Worth A Premi…

ARKW: Short-Term Challenges, Outlook for Long-Term Gains

July 29, 2026, 12:54 AM EDT. Michael Del Monte, a buy-side equity analyst, examines ARKW’s short-term challenges alongside its potential for long-term gains. Del Monte is experienced in several sectors such as technology and industrials, providing analysis without holding positions or receiving compensation from any companies discussed. The article refrains from making recommendations and notes that past performance is no guarantee of future results.

ARKW: Near-Term Headwinds, Long-Term Growt…

Kospi Sinks Over 8% as AI Investment Concerns Hit SK Hynix and Asian Stocks Retreat

July 29, 2026, 12:41 AM EDT. South Korea’s Kospi index fell 8.2% to 5,531.56, dragged lower by a 12.6% slide in SK Hynix shares following disappointing earnings despite record profits. Samsung Electronics dropped 8%. Most Asian markets tracked losses: Japan’s Nikkei shed 1.8% and Taiwan’s Taiex lost 3.6%, though Hong Kong’s Hang Seng advanced 1.7%. Brent crude oil was up 4.2% at $87.58 a barrel.

South Korea's Kospi share index falls near…

Sensex climbs 700 points as widespread buying and strong IT performance lift markets

July 29, 2026, 12:40 AM EDT. The Sensex advanced by 711 points to reach 77,477.25, while the Nifty50 rose more than 200 points to 24,186.30, propelled by robust gains in IT stocks such as Coforge (+3%), OFSS (+3%), and Infosys (+3%). Investors are watching for the US Federal Reserve’s policy announcement, with expectations for interest rates to remain unchanged. Buying across sectors including FMCG, Metal, Auto, Financial Services, and Consumer Durables contributed to positive market sentiment.

Sensex jumps 700 points: 3 reasons why the…

Sensex Climbs Over 700 Points on IT Surge; Nifty Tops 24,200

July 29, 2026, 12:38 AM EDT. The BSE Sensex jumped 769.69 points (1%) to 77,535.61, while the Nifty 50 advanced 217.25 points (0.91%) to 24,202.60. Leading the uptrend were Infosys, TCS, L&T, Airtel, and TechM, which powered the gains.

IT rally lifts Sensex over 700 points, Nif…

Sensex Climbs Over 650 Points at Open on Global Optimism

July 29, 2026, 12:37 AM EDT. Indian equities surged at the open on July 29, with the BSE Sensex advancing 653.82 points (0.85%) to 77,419.74 and the NSE Nifty 50 up 175.60 points (0.73%) at 24,160.95. The rally came as crude oil prices moderated, Asian shares firmed, and the US implemented tariff changes on July 24. Brent Crude gained 4.17% to reach USD 87.59/barrel; Crude Oil was higher by 4.07% at USD 82.48/barrel, while gold held firm at about USD 4,027.19.

Indian markets open sharply higher on posi…

US Stock Futures Edge Lower After Iran Strikes as Investors Brace for Key Tech Results, Fed Meeting

July 29, 2026, 12:22 AM EDT. US stock futures slipped after Iranian missile strikes on US forces, leading to a rise in oil prices. Investors await earnings from major tech companies, including Amazon, Apple, Meta, Microsoft, Qualcomm, SoFi Technologies, and Robinhood. The market is also looking ahead to the Federal Reserve’s July interest rate decision. On Tuesday, the Dow and S&P 500 closed higher, while the Nasdaq lost 0.22% due to pressure on chip stocks. Ford, PayPal, and Boeing posted solid Q2 numbers; Visa declined after issuing weaker guidance.

US Stock Futures Slip As Iran Targets Amer…

Vietnam Weighs Allowing Foreign-Invested Enterprises to List and Diversify Market

July 29, 2026, 12:21 AM EDT. Vietnam is considering enabling foreign-invested enterprises (FIEs) to list on domestic stock markets, aiming to improve sector diversity and governance. FIEs generate 80% of the country’s exports but have yet to join equity markets. While recent IPOs indicate a recovery, they have not attracted widespread investor interest or broad sector involvement. Regulatory changes, such as Decree 245 cutting IPO processing to 30 days, aim to make the market more efficient and appealing to investors.

Foreign firms could list on Vietnam's stoc…

Kospi Sinks 8% as Chipmakers Lead Sharp Sell-Off

July 29, 2026, 12:20 AM EDT. The Kospi in South Korea tumbled 8% on Wednesday after a wave of selling hit chipmakers. SK Hynix slid 12.6% following disappointing operating profit, despite reporting a record 60.5 trillion won ($41.2 billion). Samsung Electronics was also down 8%. Losses extended to regional markets, with Tokyo’s Nikkei closing 1.1% lower, Taiwan’s Taiex down 3.6%, and the Shanghai Composite off 0.5%.

South Korea's Kospi share index falls 8%, …

DENSO’s India Tie-Ups Shift EV Powertrain Investment Focus

July 29, 2026, 12:08 AM EDT. In July 2026, DENSO (TSE:6902) entered two joint ventures with Sona BLW Precision Forgings aimed at developing next-generation EV and hybrid powertrains in India, underscoring the country’s expanding automotive manufacturing importance. The move strengthens DENSO’s cost-efficient EV supply in two, three, and four-wheeler categories, though execution challenges remain. While growth is projected to be modest, DENSO shares are still seen as possibly undervalued by 44%, with estimated fair value per share between ¥2,140 and ¥3,686.

How India-Focused EV Powertrain JVs At DEN…

Indian Software Shares Draw Interest as Nifty IT and Semiconductor Index Correlation Weakens

July 29, 2026, 12:07 AM EDT. The correlation between the Nifty IT Index and the Philadelphia Semiconductor Index has reached its lowest level since 2018, indicating a change in investor sentiment as Indian software shares attract renewed attention during a slowdown in the AI rally.

Indian Software Stocks Regain Investor Fav…

LPL Financial Launches AI Platform Cyan, Shares Rise

July 29, 2026, 12:06 AM EDT. LPL Financial CEO Rich Steinmeier announced the launch of Cyan, an AI-powered platform embedded in LPL Latitude, designed to improve advisor services. The initiative is positioned against rivals such as Hazel and follows a period of ongoing stock-price challenges. LPL underscores its dedication to innovation with AI and data, aiming to deliver more efficient and intelligent solutions for advisors and clients, highlighting a key long-term investment in financial advice technology.

LPL shares spike after CEO finally unveils…

Australian Shares Jump as Inflation Cools; Rio Advances

July 29, 2026, 12:05 AM EDT. Australian shares jumped after data showed inflation cooling, offering relief for investors and possible flexibility for the central bank. The market reacted strongly, with Rio among notable gainers. The move underscores the influence of inflation data on Australian equity market sentiment.

Australian shares surge as inflation eases…

Ionic Digital Jumps 25% on Nasdaq Launch, Aligns With Bitcoin Miners Turning to AI Hosting

July 29, 2026, 12:04 AM EDT. Ionic Digital Inc. NASDAQ:IOND opened on Nasdaq, rallying 25% from $50 to almost $63 and reaching a $2.75 billion valuation. The Bitcoin mining company, which originated out of Celsius Network’s bankruptcy, manages substantial Bitcoin mining operations and has a $2-$2.6 billion AI cloud leasing arrangement with Nscale. Ionic now shifts course, following other miners like Hut 8 in expanding into AI hosting services while continuing Bitcoin mining.

Bitcoin Miner Ionic Climbs 25% On Nasdaq D…

Market Moves as Middle East Unrest Lifts Oil, Tech Shares Slip Before Earnings

July 28, 2026, 11:54 PM EDT.Crude oil climbed almost 5% above $83 a barrel, reversing a three-session slide, after renewed Middle East hostilities and news of an intercepted Iranian strike. US equity-index futures fell, with the Nasdaq 100 shedding 0.6% as chipmakers retreated, led by SK Hynix dropping 4.5% in early trading. Investor attention stays fixed on potential energy supply disruptions and the semiconductor sector, as major US tech firms like Microsoft, Meta, Apple and Amazon prepare to release results.

Global Market Today: Oil jumps on renewed …

Precision Drilling (PDS) Q2 Revenue Tops Forecasts Even as EPS Misses

July 28, 2026, 11:53 PM EDT. Precision Drilling (PDS) announced a Q2 net loss of $0.38 per share, narrower than the projected loss of $0.43 per share, but a reversal from earnings of $0.77 a year earlier. Quarterly revenue came in at $327.09 million, beating analyst forecasts by 2.32%. Despite the revenue surprise, shares retain a Zacks Rank #5 (Strong Sell) as EPS results remain mixed in the pressured Oil and Gas – Drilling sector.

Precision Drilling (PDS) Reports Q2 Loss, …

South Korea Weighs Stock Market Stabilisation Steps, Says Finance Minister

July 28, 2026, 11:52 PM EDT. South Korea’s finance minister said authorities are currently considering new measures to stabilise the stock market, with the objective of strengthening market resilience and supporting investor sentiment in light of present economic circumstances.

South Korea reviewing ways to stabilise st…

Three Australian Mining Firms Posted for Robust Growth, Backed by Stable Financials

July 28, 2026, 11:51 PM EDT. The article spotlights three Australian mining firms projected to deliver strong earnings growth over the next three years, supported by healthy balance sheets. Among these, Elevra Lithium (ASX:ELV) is developing lithium and graphite assets and holds a market capitalisation of A$1.45b, with expansion efforts fully financed. Also noted is Westgold Resources ASX:WGX, a gold producer valued at A$4.52b, reporting solid earnings growth, operating debt-free, and maintaining A$614m in available liquidity for future projects.

3 Australian Mining Stocks With Strong Gro…

Indian Stocks Seen Rising at Open as Fed Decision Looms

July 28, 2026, 11:50 PM EDT. Indian equities are expected to start higher on Wednesday, tracking advances across Asian markets. Market participants are monitoring geopolitical tensions in the Middle East, while awaiting the Federal Reserve’s policy announcement scheduled for later in the day.

Indian shares to open higher ahead of Fed …

Gold, Silver Weaken as Investors Await Fed Policy Update

July 28, 2026, 11:49 PM EDT.Gold and silver prices eased with market participants holding back ahead of the Federal Reserve’s policy announcement. According to analysts such as Saumil Gandhi of HDFC Securities, the central bank’s outlook on inflation and monetary policy, even if rates are held steady, could sway bullion prices. Higher expectations for interest rates increase the opportunity cost of holding gold, prompting traders to stay cautious.

Gold, Silver Rate Today Live Updates: Bull…

AllianceBernstein Holding (AB) Q2 Results Scrutinised as Shares Near Fair Value Estimate

July 28, 2026, 11:48 PM EDT. AllianceBernstein Holding (AB) posted second-quarter earnings of $0.77 per unit and announced a cash distribution of $0.82. Shares are priced at $37.35, nearly matching the fair value estimate of $39.14, indicating a 4.6% undervaluation. The firm’s expansion is projected to be driven by its private markets platform and high-fee alternative products, but it faces potential headwinds such as fee pressure and possible revenue declines amid equity outflows.

AllianceBernstein Holding (AB) Following Q…

Seacoast Banking Corporation of Florida (SBCF) Q2 Results: EPS $0.55, Shares Seen 3.4% Below Fair Value

July 28, 2026, 11:47 PM EDT. Seacoast Banking Corporation of Florida (SBCF) posted Q2 2026 net interest income of $180.4 million and net income of $59.54 million, with earnings per share reaching $0.55. Although revenue came in below estimates, the stock advanced to $33.65, marking a 6.45% return for the year to date and continued solid total shareholder returns over one and three years. According to analysts, SBCF is trading 3.4% beneath its fair value estimate of $34.83, based on projected growth and profitability through 2029.

Seacoast Banking Corporation of Florida (S…

3 Retail Shares Set to Gain from Robust US Dollar

July 28, 2026, 11:46 PM EDT. As oil surpasses $100 and inflationary trends persist, shifts in currency, particularly the strengthening US dollar, play a significant role in market movements. NEXT LSE:NXT, a UK retail company valued at £17.4b, along with Watches of Switzerland Group LSE:WOSG, are seen as likely winners in this climate. NEXT’s extensive global operations and solid online business position it well, while Watches of Switzerland caters to luxury buyers in the UK, Europe, and US, capitalising on international demand patterns.

3 Retail Stocks That Could Benefit From A …

Healthcare Shares Drive Broad ASX Rally at Midday

July 28, 2026, 11:31 PM EDT.Healthcare shares jumped close to 4% by midday Wednesday, leading gains across the board. CSL ASX:CSL advanced nearly 7% following news of clinical trials for its Horizon 2 immunoglobulin. The financial sector was also up almost 1%, while Commonwealth Bank ASX:CBA saw its shares edge higher in recent trading.

ASX Midday Sector Update: Healthcare Stock…

ASX Midday: Healthcare Sector Outperforms as CSL Jumps Almost 7%

July 28, 2026, 11:30 PM EDT. Healthcare shares jumped about 4%, driving a wider surge on the ASX by midday Wednesday. CSL shares advanced nearly 7% following news of upcoming clinical trial activity, lifting sentiment in the healthcare industry.

Cadence Design Systems (CDNS) Gains After Beat on Q2 Earnings, Ups 2026 Outlook

July 28, 2026, 11:29 PM EDT. Cadence Design Systems NASDAQ:CDNS shares advanced 3.5% to $351.21 after beating Q2 estimates, reporting a 24.2% jump in revenue to $1.58B and adjusted EPS of $2.11. The company boosted its full-year 2026 outlook to $6.3B in revenue and $8.10 adjusted EPS. Despite recent volatility and a 15.7% drop from its 52-week high, CDNS remains 13.1% higher so far this year.

Why Cadence Design Systems (CDNS) Stock Is…

Analyst Adjustments Lift M&G LSE:MNG Fair Value Slightly; Targets Stay Rangebound

July 28, 2026, 11:28 PM EDT. M&G’s fair value per share has been nudged up from £3.09 to £3.19 following the latest updates by analysts. Price targets remain closely grouped, ranging from £2.95 to £3.35, with Morgan Stanley, JPMorgan, and Citi all retaining Neutral or Equal Weight ratings. Notable indicators show a net profit margin rising to 60.51% and a future P/E ratio up to 12.48x, highlighting a stable risk-reward profile with no significant rerating anticipated.

M&G (LSE:MNG) Stock Sees Modest Fair Value…

UPS Shares Slide 3.7% After Q2 Revenue, Earnings Beat but Margins Narrow

July 28, 2026, 11:14 PM EDT. Shares in UPS NYSE:UPS declined 3.7% despite the company posting Q2 revenue of $22.8 billion and adjusted EPS of $1.76, both ahead of forecasts, as its operating margin dropped to 4.1% from 8.6% a year earlier. The company lifted its full-year revenue outlook, but investor sentiment was weighed by higher costs and reduced margins. Year to date, UPS stock has gained 6.1%, standing 10.7% below its 52-week peak, as profitability and expense concerns persist.

Why United Parcel Service (UPS) Stock Is D…

LPL CEO Rich Steinmeier Debuts AI-Driven 'LPL Latitude' in Bid to Bolster Market Standing

July 28, 2026, 11:13 PM EDT. LPL CEO Rich Steinmeier has introduced ‘LPL Latitude,’ an AI-driven platform aimed at deepening advisor-client connections, as a direct response to Altruist’s Hazel. Supported by partners such as Anthropic, the initiative showcases LPL’s longstanding focus on advisor-centric AI, seeking to combine technology and personal trust as the firm addresses ongoing stock-price pressure.

LPL CEO Rich Steinmeier finally unveils AI…

Commvault (CVLT) Sinks 17.5% Following Disappointing Outlook and Billings Shortfall

July 28, 2026, 11:12 PM EDT. Shares in Commvault NASDAQ:CVLT fell 17.5% as the company posted solid Q2 earnings and 11.4% revenue growth to $314.1 million, yet provided a weak forecast and missed billings expectations. Despite beating on profit, the dip in billings and cautious guidance weighed on sentiment. CVLT is down 37% from its 52-week peak of $123.08, reflecting ongoing volatility within the software sector.

Why Commvault (CVLT) Shares Are Getting Ob…

CSL Gains 3.5% as Clinical Trials Announced

July 28, 2026, 11:11 PM EDT. CSL Limited ASX:CSL advanced 3.5% to around A$123.68 following its announcement of new clinical trials through the Horizon 2 pathway, indicating further movement in the firm’s biotechnology projects.

Kimi K3 Release Drives Nasdaq Drop on Fears Over AI Efficiency and Hardware Investment

July 28, 2026, 10:57 PM EDT. Nasdaq 100 suffered its steepest monthly decline in more than two decades in July 2025 after Beijing-based Moonshot AI introduced Kimi K3, an efficient AI model competing with leading U.S. systems. The debut stoked investor concerns about CAPEX returns and hardware demand, mirroring the DeepSeek shock of 2025 when a Chinese AI startup touted significant cost savings, wiping $1 trillion off markets. Although nervousness spread, markets later stabilized.

Kimi K3: DeepSeek 2.0, or is this Time Dif…

Amentum Holdings (AMTM) Valuation Points to 27% Discount to Consensus

July 28, 2026, 10:56 PM EDT. Amentum Holdings (AMTM) gained 2.6%, maintaining strong recent momentum after climbing 11.82% in the past week and 15.85% over the last 30 days, but is still down 23.03% since the start of the year. The stock is priced at $23.46, while the prevailing valuation view puts it at $32.17, suggesting it is trading at a 27.1% discount. Major catalysts include contract wins with the U.S. Space Force, Sellafield remediation work, and NASA opportunities contributing to backlog conversion and higher revenues, though risks remain around execution and funding.

Amentum Holdings (AMTM) Could Be 27% Below…

Brady (NYSE:BRC) Tops Expectations on Q1 Results, Leads Sector Gains

July 28, 2026, 10:55 PM EDT. Brady (NYSE:BRC) outperformed in the safety & security services sector with Q1 revenue reaching $435.2 million, marking a 13.8% year-over-year rise and beating forecasts by 7.2%. Organic sales growth was fuelled by R&D spending and the introduction of new products. Shares in Brady jumped 33.2% after earnings, trading at $94.50, outpacing sector peers, where the group collectively exceeded revenue estimates by 2.5% and shares climbed 27.5% on average.

Firing on All Cylinders: Brady (NYSE:BRC) …

Indian equities seen rising before Fed policy decision; robust investor demand noted

July 28, 2026, 10:54 PM EDT. Indian equities are projected to start stronger, following a positive trend across Asian markets ahead of the Federal Reserve’s policy announcement. GIFT Nifty futures stand at 24,225.5, pointing to an advance over Tuesday’s 23,985.35 finish. Foreign investors purchased 7.55 billion rupees ($78.8 million) in equities on Tuesday. In focus: Larsen & Toubro holds its outlook after a solid Q1, while sugar stocks face fresh government limits on inventories.

Indian Shares Poised to Open Higher as Middle East Worries Fuel Oil Surge

July 28, 2026, 10:53 PM EDT. Indian shares are on track for a higher start, with GIFT Nifty futures advancing past Tuesday’s finish. The move comes after oil prices jumped 5% amid growing tensions in the Middle East and as investors look ahead to upcoming corporate earnings.

Indian Stocks Eye A Higher Open Ahead Of T…

Australia shares rise past 9,000 as Rio Tinto, CSL push higher

July 28, 2026, 10:43 PM EDT. Australia’s main share index advanced for a third straight day on Wednesday, surpassing the 9,000-point level. A positive performance from Rio Tinto boosted miners, while gains in CSL contributed additional momentum to the market.

Australia shares reclaim 9,000 mark on Rio…

KOSPI, Nasdaq 100 Correlation at Highest in Five Years on Rising AI Investment

July 28, 2026, 10:42 PM EDT.The correlation between South Korea’s Kospi and the Nasdaq 100 climbed to 0.50, marking its highest level in five years, as increased AI investment connects firms like Samsung Electronics and SK Hynix to U.S. tech results. Chipmakers now represent more than half of the Kospi and benefit from surging data-center demand for DRAM. Market turbulence has included a 13% slide in SK Hynix and an 8% decline in the Kospi, with sentiment on AI hardware driving both benchmarks.

KOSPI-Nasdaq Correlation Hits 5-Year High …

Gorilla Gold Mines (ASX:GG8): High-Grade Results Fuel Ongoing Interest

July 28, 2026, 10:41 PM EDT.Gorilla Gold Mines (ASX:GG8), which adopted its new name after rebranding from Labyrinth Resources in February 2025, is targeting growth at its North Kalgoorlie Hub in Western Australia and holds a 1.5 million ounce resource at 3.8 g/t. Drilling at the Vivien project recently intersected 2.1m at 55.4 g/t gold. The firm, not yet generating mining revenue, continues to post frequent exploration updates, utilizing a model of picking up underexplored gold belts and building up resources adjacent to third-party processing facilities.

Gorilla Gold Mines (ASX:GG8): This Stock D…

Pharmaceuticals Sector Q1: Ocular Therapeutix NASDAQ:OCUL Underperforms Against Industry Rivals

July 28, 2026, 10:40 PM EDT. The pharmaceuticals industry posted mixed first quarter performance, with revenues coming in 3.2% above analyst estimates and sector stocks averaging a 6.5% gain. Ocular Therapeutix NASDAQ:OCUL delivered flat revenue of $10.79 million, falling short of forecasts by 16.5%, which resulted in its shares dropping 13%. By comparison, Eli Lilly NYSE:LLY recorded $19.8 billion in revenue, up 55.5% year-on-year and 13.7% ahead of expectations, marking a standout quarter.

Pharmaceuticals Stocks Q1 In Review: Ocula…

Lovesac (NASDAQ:LOVE) Q1 Revenue Tops Estimates as Sector Grapples with Weakness

July 28, 2026, 10:39 PM EDT. Lovesac (NASDAQ:LOVE) posted first-quarter revenue of $138.2 million, surpassing analyst forecasts by 1.2%, with sales remaining flat compared to the same period last year. Despite EBITDA coming in above projections, guidance for the second quarter fell short of expectations. The home furnishings segment within consumer discretionary saw revenues 2% below consensus and an average share price drop of 11.8% after earnings. CEO Shawn Nelson pointed to strong operational discipline and previewed upcoming product launches as the sector deals with ongoing challenges.

Firing on All Cylinders: Lovesac (NASDAQ:L…

SK Hynix Reports Profit Jump Despite Missing Q2 Revenue Forecasts

July 28, 2026, 10:24 PM EDT.SK Hynix, the South Korean memory chip manufacturer, fell short of Q2 sales expectations, although net profit rose sharply thanks to gains from investments. After the earnings release, SKHY shares climbed during late trading.

Nvidia Partner SK Hynix Misses Q2 Sales Ta…

Unusual Gains Lift Ellenbarrie Industrial Gases (NSE:ELLEN) Profits; Analysts Advise Caution

July 28, 2026, 10:23 PM EDT. Ellenbarrie Industrial Gases’ statutory profit was aided by ₹69m in unusual items, raising questions about sustainability. While earnings per share have climbed over the past three years, markets remained unmoved. Analysts warn that profits could fall without these non-recurring items, recommending close examination of margins, projected growth, and returns for deeper insight.

Impressive Earnings May Not Tell The Whole…

Analysts Revise Estimates After OneSource Specialty Pharma Limited Q1 Earnings

July 28, 2026, 10:22 PM EDT. Shares of OneSource Specialty Pharma Limited (NSE:ONESOURCE) climbed 4.9% to ₹1,731 following Q1 revenue of ₹4.5b, coming in 9.4% below analyst forecasts. Updated analyst projections now anticipate 2027 revenue reaching ₹21.8b, an increase of 41%, though this is lower than the earlier estimate of ₹22.3b. EPS outlook has been raised to ₹40.50 from the previous ₹36.10. The consensus price target stays at ₹2,056, with analyst targets distributed between ₹1,676 and ₹2,400, reflecting a broad but consistent outlook.

Analysts Are Updating Their OneSource Spec…

Wall St Futures Edge Lower Before Fed Policy, Key Tech Earnings

July 28, 2026, 10:21 PM EDT. Wall St futures edge lower as attention turns to the forthcoming Fed decision, anticipated megacap earnings, and news on U.S.-Iran relations, reflecting a cautious market outlook.

Wall St futures tick down as markets eye F…

1 Value Stock Showing Strength, 2 Stocks Facing Headwinds

July 28, 2026, 10:09 PM EDT. This analysis spotlights Dick’s Sporting Goods (DKS) as a notable value stock with a forward P/E ratio of 13.7x and an average same-store sales growth of 3.6%. In contrast, Atkore (ATKR) and ICF International (ICFI) are under pressure, with ATKR reporting a 7.8% year-on-year sales drop and reduced cash flow margins, while ICFI’s sales fell 3.9% annually and its backlog shrank by 6.1%. ATKR trades at $75.41 with a 13.8x forward P/E, and ICFI at $79.95 with a forward P/E of 10.9x, offering key valuation signals.

1 Value Stock with Solid Fundamentals and …

Tesla Shares Slide to $307.44, Extend Losing Streak as Technical Indicators Point to Further Weakness

July 28, 2026, 10:08 PM EDT. Tesla shares declined by 0.576% to $307.44 on July 28, 2026, recording their fifth straight session of losses and a 22.4% drop over the last 10 trading days. Trading volume slipped by 5 million to 39 million shares. Technical indicators remain firmly bearish, showing no signs of recovery. Resistance remains at $338.84 and $386.68. Volatility is elevated at a 3.48% daily range, while the RSI14 stands at 18, reflecting oversold conditions and persistent downward momentum.

Tesla stock price ended at $307.44 on Tues…

Ferns N Petals, Supported by Lighthouse, Eyes India IPO by 2028 Amid 25% Revenue Growth Ambition

July 28, 2026, 10:07 PM EDT. Ferns N Petals, with investment from Lighthouse, is aiming for an initial public offering in India by the end of 2028 to drive further expansion and acquisitions, setting a target of 25% annual revenue growth. The business posted revenue of ₹10.85 billion ($113.19 million) for fiscal 2026, representing 25% growth, with 55% of that from India. Plans include growing its footprint to 350 stores by 2028, targeting both urban and smaller markets, and lifting its earnings margin to 5%-6% from 2.5%.

Lighthouse-backed Ferns N Petals eyes Indi…

Dalaroo Metals Director Invests AU$200k, Raises Holding by 11%

July 28, 2026, 10:06 PM EDT. Bilal Ahmad, Non-Executive Director of Dalaroo Metals Ltd (ASX:DAL), acquired AU$200k worth of shares at AU$0.075 each, lifting his stake by 11%. This marks the biggest insider purchase over the past year, with the transaction price higher than the current AU$0.07 share value, pointing to notable insider conviction. Insiders collectively control 41% of Dalaroo Metals, a stake valued at around AU$9.6m, which links their interests to those of shareholders even as the company continues to incur losses.

Insider Spends AU$200k Buying More Shares …

Australia Shares Climb Above 9,000 as Rio Tinto and CSL Rally

July 28, 2026, 10:05 PM EDT. The S&P/ASX 200 index in Australia advanced 0.9% to 9,028 points, reaching the highest level since March 4, lifted by a 5.3% surge in Rio Tinto shares following strong half-year earnings and a dividend, and a 7.7% rise in CSL after news of fresh immunoglobulin production trials. Gains were seen across mining, healthcare and financial sectors, while attention focused on June-quarter inflation figures that could influence Reserve Bank of Australia rate moves.

Australia shares reclaim 9,000-point mark …

Chubb (CB) Faces Challenges Despite Recent Outperformance, Alternatives Highlighted

July 28, 2026, 9:50 PM EDT. Chubb (CB) has beaten the S&P 500 by 11.6% over six months, with its shares climbing 17.8% to $357.81. But there are risks, including a 6.8% increase in net premiums pointing to lukewarm demand, flat revenue forecasts for the year ahead, and only a 16.9% rise in EPS over two years. At a 1.7× forward P/B, the shares appear to offer little near-term upside and expose investors to greater downside compared to other stock picks.

3 Reasons to Avoid CB and 1 Stock to Buy I…

Asian Shares Steady as Investors Eye Tech Reports and Fed Meeting

July 28, 2026, 9:49 PM EDT. Asian equities edged higher on Wednesday after a sharp slide driven by concerns around valuations, intensified competition, and elevated AI spending. Investors look to key earnings from top tech companies and the upcoming Federal Reserve policy announcement.

Asian stocks stabilise after rout ahead of…

Australia stocks retake 9,000 as Rio Tinto, CSL rise

July 28, 2026, 9:33 PM EDT. Australian shares climbed back above the 9,000 mark as heavyweight miners Rio Tinto and health giant CSL advanced, reflecting stronger investor sentiment and upward movement in the local equity market.

First Commonwealth Financial (FCF) tops Q2 profit and revenue forecasts

July 28, 2026, 9:23 PM EDT. First Commonwealth Financial (FCF) posted second-quarter earnings of $0.38 per share, coming in 11.76% above analyst expectations and ahead of $0.36 a year ago. Revenue reached $130.99 million, up 5.09% over consensus forecasts. FCF shares remain down 3.6% year-to-date, but the company retains a Zacks Rank #2 (Buy), with analysts raising earnings estimates and projecting $0.38 EPS and $130.3 million in revenue for next quarter.

First Commonwealth Financial (FCF) Q2 Earn…

FirstEnergy (FE) Tops Q2 Profit and Sales Expectations

July 28, 2026, 9:22 PM EDT. FirstEnergy (FE) posted Q2 adjusted earnings of $0.47 per share, ahead of the consensus forecast of $0.46, though down from $0.53 in the prior year period. Revenue hit $3.01 billion, beating projections by 3.88% and increasing from $2.82 billion year-over-year. The company’s shares are down 6.1% year-to-date, but FirstEnergy maintains a Zacks Rank #2 (Buy)</b), benefiting from upward earnings estimate revisions and a robust industry outlook.

FirstEnergy (FE) Surpasses Q2 Earnings and…

Methanex (MEOH) Misses Q2 Profit and Revenue Expectations

July 28, 2026, 9:21 PM EDT. Methanex posted second-quarter earnings of $3.87 per share, falling short of the consensus estimate of $4, reflecting a -3.25% earnings miss. Revenue totaled $1.4 billion, just missing analyst projections of $1.42 billion. Shares have climbed 36.4% so far this year, outpacing the S&P 500’s 8.3% advance, though the company has now missed EPS forecasts for four straight quarters. Analysts currently project third-quarter EPS of $2.87 and revenue of $1.22 billion, and Methanex carries a Zacks Rank #2 (Buy).

Methanex (MEOH) Q2 Earnings and Revenues L…

Nov Inc. posts Q2 results ahead of forecasts with $0.31 EPS, $2.13 billion in revenue

July 28, 2026, 9:20 PM EDT. Nov Inc. (NOV) delivered Q2 earnings of $0.31 per share, exceeding expectations of $0.16, and revenue reached $2.13 billion, topping consensus by 2.33%. The earnings surprise measured 93.75%. Shares have climbed roughly 31% year-to-date while the S&P 500 gained 8.3%. The stock is rated Zacks Rank #2 (Buy), supported by a positive earnings outlook and upward estimate adjustments.

Nov Inc. (NOV) Q2 Earnings and Revenues Be…

First Quantum Minerals Q2 Loss Wider Than Expected, Revenue Tops Forecast

July 28, 2026, 9:19 PM EDT. First Quantum Minerals (FQVLF) posted a second-quarter loss of $0.13 per share, falling short of the projected $0.07 loss and compared with a profit of $0.02 per share in the same period last year, resulting in an earnings surprise of -85.71%. Revenue, however, came in at $1.52 billion, exceeding analyst expectations by 7.55% and up from $1.23 billion a year earlier. The stock is up 1.7% year-to-date, lagging behind the S&P 500’s 8.3% gain. For next quarter, analysts forecast EPS of $0.22 and $1.92 billion in revenue.

First Quantum Minerals (FQVLF) Reports Q2 …

Tilray Brands Misses Q4 Loss Projections, Tops Revenue Expectations

July 28, 2026, 9:18 PM EDT. Tilray Brands, Inc. (TLRY) posted a Q4 loss of $0.43 per share, coming in far below consensus estimates, while its revenue of $281.71 million surpassed forecasts by 9.14%. Revenue rose from $224.54 million in the prior year, but the earnings shortfall was a surprise of -2,050%. Shares are down 55.4% year-to-date, contrasting with the S&P 500’s 8.3% advance. The company has a Zacks Rank #3 (Hold) with estimate revisions mixed in the near term.

Tilray Brands, Inc. (TLRY) Reports Q4 Loss…

Soybeans Edge Higher After Monday Drop as Crop Conditions Weaken

July 28, 2026, 9:06 PM EDT. Soybeans climbed between 2 ½ and 6 ¼ cents on Tuesday, recovering part of Monday’s sharp decline. The national average Cash Bean price gained 3 3/4 cents to reach $11.78. Soymeal futures were up $1 to $4.30, while Soy Oil futures slipped 40 to 71 points. USDA data showed 80% of US soybean crops were blooming as of 7/26, but the good/excellent rating fell by 3% to 63%, reflecting decreases in multiple states.

Live Cattle Futures Finish Higher as Boxed Beef Prices Diverge

July 28, 2026, 9:05 PM EDT. Live cattle futures ended $1.22 to $3.80 higher, with August contracts up $2.25 at $227.48. Front-month feeder cattle advanced $1.575 to $5.30. The CME Feeder Cattle Index climbed $1.10 to 348.47. The USDA recorded cattle slaughter at 106,000 head on Tuesday, a decrease compared to a year ago. Choice boxed beef prices were up $2.97 to $365.86, while Select dropped $1.64 to $343.52, pushing the Choice/Select spread to $22.34.

Lean Hog Futures Edge Higher as Rib and Ham Prices Climb

July 28, 2026, 9:04 PM EDT. Lean hog futures rose between 20 and 50 cents on Tuesday, as USDA’s base hog price held at $70. The CME Lean Hog Index eased by 25 cents to $80.60 on Jan 9. Pork carcass cutout value slipped $1.30 to $91.80 per cwt, but prices for rib and ham primals increased. Federally inspected hog slaughter reached 474,000 head, just below last week’s total but up 62,597 from last year. Feb 26 hogs settled at $84.625, up $0.20; Apr 26 at $91.250, up $0.50; May 26 at $95.425, up $0.40.

Wheat Futures Trade Mixed As US Harvest Advances, Export Forecasts Fall

July 28, 2026, 9:03 PM EDT. On Tuesday, wheat futures posted mixed results, with Chicago SRW contracts edging higher while KC HRW and MPLS spring wheat futures moved lower. The US winter wheat harvest is 81% complete, slightly ahead of the typical pace, and 92% of spring wheat has headed with conditions unchanged. Russia’s wheat export projection was cut to 44.6 MMT, and EU soft wheat exports dropped by 0.89 MMT in July. Sep 26 CBOT Wheat settled at $6.62 1/2, gaining 2 1/2 cents, as KCBT and MIAX wheat futures slipped.

NBT Bancorp (NBTB) Q2 Profit Jumps, Raises Dividend, Analysts Flag Overvaluation

July 28, 2026, 9:02 PM EDT. NBT Bancorp (NBTB) posted robust Q2 2026 results and lifted its dividend, aligning with an 8.17% rise over 30 days and a 22.77% gain in 90-day share price performance. The company has delivered a 28.97% return for shareholders over one year, and 75.60% over five years. Still, analysts assess the stock as 4.3% overvalued, with shares at $53.64 versus a fair value of $51.42 and a 13x P/E, exceeding the sector average. While growth is driven by expansion and digital initiatives, the bank’s regional focus remains a risk factor.

NBT Bancorp (NBTB) Looks Fully Valued Afte…

Corn Futures Post Strong Gains on Tuesday as USDA Data, Export Sale Drive Support

July 28, 2026, 9:01 PM EDT. Corn futures finished sharply higher on Tuesday, with front-month contracts climbing 5 to 6 ¾ cents. The USDA announced a private export sale of 197,272 MT for 2026/27, lifting market sentiment. USDA Crop Progress indicated that 78% of the US corn crop is silking, surpassing the five-year average, though crop conditions rated good to excellent fell to 63%. Brazil’s corn exports for July are projected at 3.3 MMT, a slight decrease from June but showing an increase compared to last year.

Corn Closes Turnaround Tuesday with Streng…

Cotton Futures Fall on Tuesday as Crop Ratings Tick Up, Prices Mixed

July 28, 2026, 9:00 PM EDT. Cotton futures ended down between 3 and 45 points on Tuesday, with Oct 26 settling at 79.21 (-13), Dec 26 at 80.53 (-35), and Mar 27 at 82.11 (-36). The percentage of US cotton crops rated good or excellent edged up to 46%. The Cotlook A Index softened by 125 points to 89.10 cents, while ICE certified stocks declined by 3,536 bales to 90,699. Crude oil fell $3.48 per barrel, and the US dollar index was 0.109 lower.

ASX Poised to Climb as Oil Sinks on US-Iran Truce Prospects; Rio Tinto Delivers Robust H1 Performance

July 28, 2026, 8:47 PM EDT. Australian stocks look set to advance after oil prices sank, as hopes for a US-Iran ceasefire eased worries about crude supply. The S&P 500 added 0.2% and the Dow Jones climbed 1%, while the Nasdaq dipped 0.2%. Rio Tinto Group reported stronger first-half earnings per share of $4.214 on $31.03 billion in revenue, up from earnings of $2.96 and $26.87 billion in revenue in the previous year. Woodside Energy posted Q2 revenue of $4.19 billion.

ASX Preview: Australian Shares to Rise as …

West Coast Paper Mills' Earnings Lifted by Unusual Gain, Warning Issued to Investors

July 28, 2026, 8:45 PM EDT. West Coast Paper Mills (NSE:WSTCSTPAPR) posted weaker earnings, with figures boosted by a ₹607m gain from an unusual item that may distort real profitability. While sentiment in the market remains positive, earnings per share fell, prompting questions about the durability of results. Shareholders are urged to look deeper than headline profit numbers, taking into account impacts on statutory earnings and ongoing risks when evaluating the company’s valuation and outlook.

West Coast Paper Mills' (NSE:WSTCSTPAPR) S…

Ionic Digital Valued at $2.75B Following Nasdaq Launch

July 28, 2026, 8:31 PM EDT. Ionic Digital Inc. NASDAQ:IOND jumped more than 25% in its Nasdaq debut, securing a $2.75 billion valuation. The firm, which evolved from Celsius mining, owns bitcoin mining assets and holds $195 million in cash. Its strategy has pivoted toward AI infrastructure, featuring a 234-megawatt Cedarvale site in Texas, and secured AI cloud agreements valued at $2 to $2.6 billion. Ionic generated nearly 25 BTC in May and trades at $62.90 a share.

Ionic Digital Reaches $2.75B Valuation Aft…

ASX Poised to Gain as Oil Prices Tumble on US-Iran Truce Prospects; Rio Tinto Posts Stronger H1 Earnings

July 28, 2026, 8:30 PM EDT. Australian stocks are set for gains as a significant fall in oil prices follows optimism around a stable US-Iran ceasefire, alleviating concerns over potential global oil supply shocks. Rio Tinto Group reported increased underlying earnings and revenue for the first half, adding to positive investor sentiment. The decline in oil prices is fuelling upbeat trading on the ASX.

EPAM (EPAM) Shares May Be Undervalued Amid Low Earnings Outlook

July 28, 2026, 8:16 PM EDT. Shares of EPAM Systems have dropped roughly 82.4% over the past five years, yet now look undervalued with a current trading multiple of 13.6x earnings, which is lower than the IT sector average of 18.1x and below peers’ 34.4x. The company earns a 5 out of 6 score on valuation measures and trades far under a fair P/E of 25.2x, suggesting upside potential despite a recent -40.4% annual return.

EPAM (EPAM) Stock Still Looks Undervalued …

SK hynix Sheds ₩190 Trillion in Market Value as Investors Doubt Record Earnings Can Last

July 28, 2026, 8:15 PM EDT. SK hynix stock slumped 14.65% in Seoul to ₩1.55 million, and 8.99% to $130.17 in the US, erasing almost ₩190 trillion in market capitalisation-a sum three times larger than its projected Q2 operating profit. While revenue climbed 60% to ₩84.1 trillion and operating profit jumped 70.4% to ₩64.1 trillion with margins of 75%-77% in the quarter, investors raised doubts over the durability of these results amid uncertainty from China and unpredictable AI investment flows.

SK hynix faces record earnings hurdle afte…

UiPath (PATH) Shares Recover After OpenAI Presence Launch, But ARR Growth Set to Decelerate

July 28, 2026, 8:14 PM EDT. UiPath NYSE:PATH finished 4.9% higher at $12.19, erasing losses seen after the launch of OpenAI Presence. The stock posted a two-session gain of 12.5%, moving above its level prior to the OpenAI announcement on July 21. Still, Q2 guidance points to a slowdown in net-new annual recurring revenue (ARR) growth, with projected additions of $28-$33 million, representing a 33%-43% sequential decrease. Revenue is expected to fall by 4.3%-5.5%, while ARR is set to rise by 1.5%-1.7%.

UiPath (NYSE:PATH) rebound erases OpenAI P…

Stocks in Focus Wednesday: Procter & Gamble Reports, Oracle Drops to 52-Week Low, SpaceX Climbs

July 28, 2026, 8:13 PM EDT. Investors are watching Procter & Gamble’s quarterly results closely after a flat stretch and an 11% decline since February. Oracle stock reached its lowest point in a year, falling 18% in July and 65% since September. SpaceX shares gained 2.6% but remain 48% under their June peaks, with lock-up expirations ahead that could boost supply. Tech names like Meta, Microsoft, and Qualcomm continue to post mixed performance trends.

Wednesday's big stock stories: What’s like…

Freshpet (FRPT) Outpaces S&P 500, Earnings Outlook Strong

July 28, 2026, 8:11 PM EDT. Freshpet (FRPT) ended the session up 1.87% at $78.89, beating the S&P 500’s 0.55% advance. While shares dropped 2.74% over the month, analysts expect earnings per share to rise 466.67% year-over-year to $0.11, with revenue predicted at $268.8 million, up 14.26%. For the full year, projections show an 80.52% increase in EPS and a 15.88% gain in revenue. FRPT trades at a forward P/E of 55.81, has a PEG of 1.17, and carries a Zacks Rank #3 (Hold).

Freshpet (FRPT) Exceeds Market Returns: So…

Pacific Biosciences of California (PACB) Surpasses Broader Market as Growth Outlook Remains Positive

July 28, 2026, 8:10 PM EDT. Shares of Pacific Biosciences of California (PACB) climbed 1.41% to $1.44, ahead of the S&P 500’s 0.08% increase. Over the last month, the stock has gained 2.16%, outperforming the Medical sector, which declined by 6.98%. The company is projected to announce quarterly earnings at -$0.17 per share on $41M in revenue, with full-year expectations at -$0.54 EPS and $175.4M in revenue. PACB has a Zacks Rank #1 (Strong Buy), and its industry is ranked among the top 38%.

Pacific Biosciences of California (PACB) L…

Rocket Lab Corporation (RKLB) Drops 4.56% as Broader Market Climbs; Earnings Report in Focus

July 28, 2026, 8:09 PM EDT. Shares of Rocket Lab Corporation (RKLB) slid 4.56% to $63.89, trailing behind the S&P 500’s 0.21% advance. RKLB shares declined 31.7% in the last month, behind the Aerospace sector’s 1.5% rise. The company’s next earnings report, set for August 10, 2026, anticipates EPS of -$0.03 (up 70%) on revenue of $231.57 million (+60.25%). Despite a 7.56% increase in EPS estimates over the past month, its Zacks Rank stands at #4 (Sell).

Rocket Lab Corporation (RKLB) Stock Dips W…

Sigma Lithium (SGML) Shares Decline Despite Broader Market Rise; Earnings, Outlook in Focus

July 28, 2026, 8:08 PM EDT. Sigma Lithium Corporation (SGML) ended the session at $8.91, a decrease of 0.89% while the S&P 500 advanced 1.04%. The stock dropped 26.73% over the past month, trailing both its sector and the S&P 500. The company reports earnings on August 15, 2024, with analysts expecting earnings per share of $0.13, up 140.63% year over year, and full-year EPS at $0.41, a 257.69% increase; revenue estimates are $263.47 million, up 95.82%. Sigma currently holds a Zacks Rank of #3 (Hold) and trades at a Forward P/E of 22.2, higher than the sector average.

Sigma Lithium Corporation (SGML) Stock Dip…

Whirlpool (WHR) Advances, Topping Market Despite Earnings Fears

July 28, 2026, 8:07 PM EDT. Whirlpool (WHR) climbed 2.26% to $38.48, outpacing the S&P 500, which added 0.21%. In the lead-up to its earnings release set for August 3, 2026, forecasts suggest EPS will decline 114.93% to -$0.2 and revenue will decrease 4.55% to $3.6B. WHR carries a Zacks Rank of #5 (Strong Sell) and a Forward P/E ratio of 32.58, higher than the industry’s 28.22. Zacks places the Household Appliances sector in the top 40% by industry rank.

Whirlpool (WHR) Beats Stock Market Upswing…

DaVita HealthCare (DVA) Tops Market as Earnings Report Approaches

July 28, 2026, 8:06 PM EDT. DaVita HealthCare (DVA) finished at $239.46, gaining 1.33%, exceeding the S&P 500’s 0.21% rise. DVA jumped 7.56% in the last month, outpacing both the Medical sector’s -0.43% and the S&P 500’s 1.7% gain. With its earnings report due August 4, 2026, DVA is projected to report EPS of $4.01 (+35.93%) on revenue of $3.53 billion (+4.53%). The stock trades at a Forward P/E of 15.68 and a PEG ratio of 0.77, both below the industry norm.

Why DaVita HealthCare (DVA) Outpaced the S…

ChargePoint Holdings (CHPT) Shares Slide in Market Rally; Earnings Outlook in Focus

July 28, 2026, 8:05 PM EDT. ChargePoint Holdings, Inc. (CHPT) shares fell 1.29% to $5.34, lagging behind the S&P 500, which advanced 0.21%. In the past month, CHPT posted an 11.31% decline, underperforming both the Auto-Tires-Trucks sector’s 8.85% drop and the S&P 500’s 1.7% gain. The company is anticipated to report quarterly earnings per share (EPS) of -$0.8, improving 43.66% year over year, with expected revenue of $104.38M, up 5.88%. ChargePoint maintains a Zacks Rank #2 (Buy) as EPS projections remain steady.

ChargePoint Holdings, Inc. (CHPT) Stock Si…

Dow Climbs 1% for Third Session as Oil Slides; Semiconductor Stocks Weigh on Nasdaq

July 28, 2026, 8:04 PM EDT. The Dow Jones Industrial Average advanced 1% for a third straight session, bolstered by Brent crude falling nearly 5% to $84.09. The S&P 500 edged up 0.2%, but the Nasdaq 100 fell 1% as semiconductor shares continued to retreat, with the VanEck Semiconductor ETF losing 3.3%. Investors remain focused on upcoming tech earnings and the anticipated Federal Reserve interest rate decision.

Dow Ends Higher For Third Straight Session…

Bunge Global (BG) Viewed as Attractive Value After Viterra Deal

July 28, 2026, 8:03 PM EDT. Bunge Global (BG) is drawing investor interest, delivering a 26.69% year-to-date increase in share price and earning a Zacks Rank #1 on the back of stronger earnings and operational performance. Although shares recently slipped 3.44%, analysts see a 17.3% discount to fair value, with a price target of $142.00 compared to the previous close of $117.37. The Viterra merger is expected to drive cost savings and broaden market reach, pointing to the potential for improved growth and profitability, but challenges remain regarding cash flow demands and the integration process.

Bunge Global (BG) Following Its Viterra St…

Telix Pharmaceuticals, Australian Miners Stand Out for Strong Insider Stakes and Rapid Expansion

July 28, 2026, 8:02 PM EDT. Amid volatile market conditions, investors are drawn to companies showing high insider ownership and robust growth. Telix Pharmaceuticals ASX:TLX, with a market cap of A$4.92b, is prominent for its commercial revenue in cancer imaging and an expanding pipeline of treatments. Predictive Discovery ASX:PDI, an Australian gold miner valued at A$3.24b, targets West African gold and demonstrates substantial growth opportunities, though not without risk. Both firms showcase notable management commitment and sector growth.

Telix Stock And 2 Australian Miners With H…

Amkor Technology Drops 24.7% After Posting 26% Revenue Rise, 219% Jump in Q2 2026 Net Income

July 28, 2026, 8:01 PM EDT. Amkor Technology shares tumbled 24.7% to $45.69 even as the company reported robust Q2 2026 results that included 26% revenue growth to $1.9 billion, a 219% increase in net income to $174 million, and a higher 16.8% gross margin. The selloff comes despite solid earnings performance fueled by stronger AI packaging demand and high utilization of capacity, sparking debate over whether the company’s 20.4x P/E valuation is justified by its fundamentals.

Amkor Technology (AMKR) Stock Price Slumps…

Bloom Energy Jumps 10.6% as Q2 Revenue, Earnings Top Estimates

July 28, 2026, 8:00 PM EDT. Shares of Bloom Energy climbed 10.6% following higher-than-expected Q2 revenue of $1.065 billion. Adjusted earnings totaled 78 cents per share, ahead of the 41 cents consensus. The company projected a 4.8% rise in revenue for H2 2026, signaling more moderate growth. GAAP net income rebounded to $196.3 million compared to a loss the previous year, while operating cash flow rose to $226.4 million, underscoring improved efficiency.

Bloom Energy Shares Rise After Q2 Results …

Enphase Shares Gain 1.5% After Q2 Revenue Tops Forecasts; Q3 Revenue Outlook Issued

July 28, 2026, 7:59 PM EDT. Shares of Enphase Energy rose 1.5% in after-hours trading to $36.85 after the company posted $291.9 million in second-quarter revenue, $2 million above expectations. Adjusted earnings came in at 46 cents, meeting analyst projections. The firm set a midpoint of $305 million for third-quarter revenue guidance, including $75 million attributed to safe-harbor sales. Q3 revenue guidance excluding safe-harbor sales stands at $230 million, reflecting a 10.8% increase over Q2 but still trailing Q1 figures. Safe-harbor sales denote inventory expected to be deployed over more than a year. European growth remained strong even as the U.S. market continued to show softness.

Enphase Shares Gain Following Earnings as …

Arista Networks Valuation Reflects Growth Ambitions, Market Risks

July 28, 2026, 7:58 PM EDT. Arista Networks (ANET) is valued at a trailing price-to-earnings ratio of 52.7, with the forward multiple estimated at 38.2 for 2027-representing a 28% discount. Analyst projections point to approximately 22% annual revenue growth, while the company aims for 28%, underpinned by an increased AI revenue goal of $3.5 billion for 2026. The share price underscores strong growth expectations, but also carries risk of volatility.

Arista Networks Stock And The Price Tag Th…

Chain Bridge Bancorp (CBNA) Tops Q2 Forecasts for Earnings, Revenue

July 28, 2026, 7:57 PM EDT. Chain Bridge Bancorp, Inc. (CBNA) posted second-quarter earnings of $1.45 per share, above the forecast of $1.32 and higher than last year’s $0.7, delivering a 9.85% earnings beat. Revenue reached $20 million, exceeding expectations by 2.42% and climbing from $12.62 million a year earlier. Shares are up 28.8% so far this year, outpacing the S&P 500’s 8.3% advance. Analysts expect next quarter EPS of $1.51 on revenues of $21.08 million.

Chain Bridge Bancorp, Inc. (CBNA) Beats Q2…

Sunoco LP (SUN) Advances, Outlook Positive Ahead of Earnings

July 28, 2026, 7:56 PM EDT. Shares of Sunoco LP (SUN) gained 1.19% to finish at $58.53, topping the S&P 500’s 0.64% advance. SUN’s shares climbed 5.86% in the last month, outperforming an 8% drop in the Oils-Energy sector and beating the S&P 500’s 3.82% rise. The company will report earnings on August 7, 2024, with analysts projecting EPS of $1.82, a 133.33% increase from a year ago, and revenues of $5.49 billion, down 4.37%. SUN currently has a Zacks Rank #1 (Strong Buy) and trades at a forward P/E of 7.93, below the sector average of 11.63.

Sunoco LP (SUN) Surpasses Market Returns: …

Chemed (CHE) Tops Q2 Expectations on Earnings and Revenue

July 28, 2026, 7:54 PM EDT. Chemed (CHE) posted Q2 earnings of $6.06 per share, exceeding the Zacks Consensus Estimate of $5.55 and delivering a +9.19% earnings surprise. Revenue came in at $673.25 million, ahead of expectations by 1.86% and up from $618.8 million a year earlier. Shares are up roughly 19% since the start of the year, outpacing the S&P 500’s 8.3% advance. Analysts now expect EPS of $6.01 and revenue of $669.51 million for the upcoming quarter.

Chemed (CHE) Tops Q2 Earnings and Revenue …

Sunrun (RUN) Drops 1.85% Even as Market Advances; Strong Buy Rating Still in Place

July 28, 2026, 7:53 PM EDT. Sunrun (RUN) ended the session at $18.80, declining 1.85% while the S&P 500 gained 0.75%. RUN shares have increased 3.46% over the last month, outpacing the Oils-Energy sector but lagging behind the S&P 500. Analysts expect the upcoming earnings report to show EPS of -$0.21, down 152.5% year-over-year, and revenue to slip slightly to $561.33 million. Zacks Consensus anticipates a 2024 full-year EPS of -$0.16 and revenue of $2.14 billion. The stock remains at Zacks Rank #1 (Strong Buy), as its EPS forecast has jumped 59.8% in the past 30 days.

Sunrun (RUN) Stock Declines While Market I…

SentinelOne Rises 1.69%, Exceeds Broader Market Ahead of Earnings

July 28, 2026, 7:52 PM EDT. SentinelOne (S) climbed 1.69% to end at $24.10, beating the S&P 500’s 0.39% increase and Nasdaq’s 0.2% rise. Over the last month, S advanced 5.43%, outpacing its sector’s 0.04%. Analysts expect earnings of $0.01 per share, marking 150% year-over-year growth, with revenue forecast at $222.01 million, a 27.46% gain. SentinelOne maintains a Zacks Rank #3 (Hold) and a Forward P/E of 133.38, higher than the industry average of 30.36.

SentinelOne (S) Outpaces Stock Market Gain…

NOV Q2 CY2026 Revenue Declines but Surpasses Forecasts

July 28, 2026, 7:51 PM EDT. NOV NYSE:NOV posted second-quarter CY2026 sales of $2.13 billion, down 2.5% from a year earlier but exceeding analyst expectations by 2.4%. GAAP earnings per share reached $0.31, outperforming projections by 93.6%. Adjusted EBITDA was $283 million, coming in 40.8% ahead of estimates, and the operating margin improved to 9%. Free cash flow dropped to negative $64 million. CEO Jose Bayardo cited robust execution and stronger industry fundamentals.

NOV (NYSE:NOV) Beats Q2 CY2026 Sales Expec…

Aliko Dangote Gains $2.5B in Private Investment to Expand Refinery Ahead of IPO

July 28, 2026, 7:50 PM EDT.Aliko Dangote, the wealthiest individual in Africa, has secured a landmark $2.5 billion private investment for the Dangote Petroleum Refinery and Petrochemicals. This funding will boost the refinery’s capacity from 650,000 barrels to 1.4 million barrels per day by 2028. The capital raise comes ahead of a planned IPO on the Nigerian Exchange, which could become Africa’s biggest ever, with the refinery valued at around $40 billion.

Africa’s Richest Man Aliko Dangote Secures…

Asian Shares Set to Rise as Oil Climbs, Chip Stocks Drop

July 28, 2026, 7:49 PM EDT. Asian shares look to advance with a rally in crude oil prices helping offset declines in chip stocks. Ongoing Middle East tensions have driven crude oil higher, stoking renewed worries about energy supplies. US equity-index futures slipped amid the instability, pointing to increased market turbulence.

Asian Stocks Eye Gains as Oil Offsets Chip…

Sanmina (SANM) Sheds 17% as Investors Weigh Q3 Margins, ZT Systems Integration Risks

July 28, 2026, 7:48 PM EDT. Shares of Sanmina (SANM) slumped 17% even as Q3 revenue climbed to US$3.46b and non-GAAP operating margin expanded to 8.0% from 5.7% a year earlier. Earnings per share increased 70% to US$2.17. AI and cloud infrastructure made up 62% of total revenue. However, concerns about the sustainability of earnings and risks linked to integrating ZT Systems muted investor response, offsetting robust margin improvement.

Sanmina (SANM) Stock Price Drops As Margin…

3 Financial Stocks to Watch: Nasdaq, Happen Bank, Nubank

July 28, 2026, 7:47 PM EDT.Three financial stocks show standout growth: Nasdaq (NDAQ) achieved 13.8% revenue growth and 18.6% EPS growth, Happen Bank (HAPN) reported 18.1% revenue growth and a 108% rise in EPS, and Nubank (NU) posted a 40.6% revenue gain over two years. Each demonstrates enduring strengths even as the sector faces uncertainty, with differing market capitalizations and valuation levels.

Kospi Sinks Over 8%, Trading Paused in South Korea

July 28, 2026, 7:46 PM EDT. The Kospi index in South Korea tumbled more than 8%, prompting a 20-minute market halt after a circuit breaker was triggered at 10:13 a.m. Leading the decline were major chipmakers: Samsung Electronics slipped 9.45% to 230,000 won and SK hynix dropped 11.01% to 1.616 million won. The Kospi briefly dipped under 6,500 and ended at 6,212.06. Foreign investors offloaded $1.20 billion of stocks, while domestic investors purchased $1.34 billion.

South Korea halts stock trading as Kospi p…

ASX Briefing: PLS Group, Elevra Lithium, Whitehaven Coal Among Active Stocks

July 28, 2026, 7:44 PM EDT. The latest ASX market overview points to significant activity in PLS Group (PLS), Elevra Lithium (ELV), Droneshield (DRO), Electro Optic Systems (EOS), Whitehaven Coal (WHC), and Arafura Rare Earths (ARU), with investors showing interest in a range of sectors.

ChartWatch ASX Scans: PLS Group, Elevra Li…

QumulusAI Set for Nasdaq Opening Bell Ceremony on July 29, 2026

July 28, 2026, 7:43 PM EDT. QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider focused on AI computing, is scheduled to ring the Nasdaq opening bell in Times Square on July 29, 2026. The occasion will be streamed live at 9:15 a.m. EDT. CEO Michael Maniscalco called this a significant milestone reflecting the company’s progress and ongoing backing from stakeholders. QumulusAI offers accelerated GPU compute access through its distributed AI cloud platform.

QumulusAI Set to Ring the Nasdaq Opening B…

QuantumScape Shares Slide to 52-Week Low Following Changes to PowerCo Milestone Program

July 28, 2026, 7:40 PM EDT. QuantumScape NASDAQ:QS stock dropped to a 52-week low of $4.77 and finished at $5.17, posting a 14.5% decline across five sessions and trading 51% more shares than usual. The company’s liquidity stands at $859 million, which is projected to be sufficient for 3.3 years at its present cash burn rate. The updated PowerCo milestone program slashed the maximum commitment by 42.3% to $75.4 million. QuantumScape reported a second-quarter net loss that narrowed to $98.2 million; the firm has yet to generate revenue.

QuantumScape Shares Sink to 52-Week Low Fo…

Venture Corporation's 5% Dividend Yield Raises Questions on Long-Term Viability

July 28, 2026, 7:39 PM EDT. Venture Corporation Limited SGX:V03 delivers a compelling 5% dividend yield, outpacing both Singapore’s T-bills and fixed deposit rates. The company has maintained uninterrupted dividend payments since 2014, with a consistent S$0.75 per share distributed annually from 2020 to 2024, and is set to rise to S$0.80 in 2025 including a special dividend. While its earnings are cyclical and revenues fluctuate, Venture’s strong balance sheet, the absence of bank borrowings, and cash holdings of S$1.3 billion underpin its distributions. Nevertheless, with the 2025 dividend payout ratio surpassing 100%, questions remain about the long-term sustainability of these payments.

Venture Shares Offer a Tempting 5% Yield. …

ASX Poised to Rise as Easing Rate Expectations Lift Sentiment Before Inflation Figures

July 28, 2026, 7:38 PM EDT. Australian shares are on track for a higher open, with futures climbing 76 points or 0.9% at 6.14am AEST on Wednesday. Investors are encouraged by a softening rate outlook ahead of key inflation numbers, supporting optimism for early gains.

The Morning Catch-Up: ASX set to climb as …

Abbott Labs, TSMC, Johnson & Johnson Set Q2 Records, Lift Guidance

July 28, 2026, 7:29 PM EDT.Abbott Laboratories (ABT) delivered record quarterly sales of $12.6B, a 13% increase YoY, as shares climbed 15% after results and maintained a 2.4% dividend yield. Taiwan Semiconductor (TSM) achieved $40.2B in revenue, rising 33% YoY, and boosted its full-year revenue growth outlook to 40%. Johnson & Johnson (JNJ) recorded $25.3B in sales, a 6.6% YoY gain, shares advancing almost 30% into 2026 as the company raised full-year guidance and aims for $100B in annual revenue.

These 3 Companies Reported Record Results …

U.S. Stock Futures Hold Firm Before Fed Decision; Investors Eye Major Earnings

July 28, 2026, 7:28 PM EDT. U.S. stock futures held firm on Tuesday evening while investors assessed results from Ford ($F), Bloom Energy ($BE), and Visa ($V). Market participants waited for the Federal Reserve’s decision, monitoring potential impact as corporate earnings sent mixed signals.

U.S. Stock Futures Hold Steady as Market A…

SK Hynix Hits Record Profit, But AI-Fueled Anticipation Leaves Investors Wanting More

July 28, 2026, 7:25 PM EDT. SK Hynix Inc. announced a 557% surge in quarterly profit, setting a new company record, yet the results failed to meet investor expectations raised by the ongoing AI-driven surge in the semiconductor industry.

SK Hynix’s Record Profit Misses Investors’…

Oil Prices Unmoved by Physical Market Signals as Hostilities Ease

July 28, 2026, 7:24 PM EDT. Despite the temporary halt in hostilities, oil prices are not reacting to underlying supply constraints. Analysts say the focus should remain on physical market fundamentals rather than short-term price fluctuations.

Oil Prices Ignore the Warning Signs in Phy…

Hong Kong Permits Confidential IPO Filings as Rivalry with China Intensifies

July 28, 2026, 7:23 PM EDT. Hong Kong now permits companies to submit confidential IPO filings, taking a page from the US IPO market. Yet, the impact may be limited, as the primary challenge Hong Kong faces in attracting IPOs is competition from China.

Hong Kong imitates US IPO market but China…

Australian Shares Poised to Gain After Rio Tinto Reports Strong Earnings

July 28, 2026, 7:22 PM EDT. Australian shares are likely to open in positive territory on Wednesday after Rio Tinto delivered robust interim earnings. Market participants also await quarterly inflation figures due later in the session, which could have a notable impact on trading direction.

Australian shares likely to open higher, N…

Omnicom (OMC) Tops Q2 Profit and Revenue Forecasts

July 28, 2026, 7:17 PM EDT. Omnicom (OMC) posted Q2 earnings of $2.65 per share, topping estimates by 0.38%, up from $2.05 in the same period last year. The company generated $6.56 billion in revenue, surpassing projections by 0.79%. However, shares are up just 2.1% year-to-date, while the S&P 500 is up 8.3%. The stock carries a Zacks Rank #3 (Hold) and estimate trends are mixed. Performance will depend on the upcoming earnings guidance and broader industry developments.

Omnicom (OMC) Tops Q2 Earnings and Revenue…

PPG Industries (PPG) Misses Q2 EPS Expectations, Tops Revenue Forecasts

July 28, 2026, 7:16 PM EDT. PPG Industries posted second-quarter earnings of $2.23 per share, coming in below the Zacks Consensus Estimate of $2.26, a shortfall of -1.33%. Revenue rose to $4.5 billion, surpassing analyst expectations by 3.06%. The company has outperformed revenue estimates for four straight quarters, but has only exceeded EPS forecasts once in the past four periods. So far this year, shares have climbed 15.6%, ahead of the S&P 500’s 8.3% advance.

PPG Industries (PPG) Q2 Earnings Miss Esti…

Seacoast Banking (SBCF) tops Q2 expectations, posts $0.36 EPS

July 28, 2026, 7:15 PM EDT. Seacoast Banking (SBCF) delivered Q2 earnings of $0.36 per share, surpassing the $0.33 estimate, as revenue reached $126.61 million, edging past consensus by 0.48%. Shares have slipped about 2% since the start of the year, compared with a 13.8% increase for the S&P 500. Analysts’ current consensus calls for Q3 EPS of $0.36 and full-year EPS of $1.40, while the Zacks Rank #3 (Hold) suggests performance in line with the broader market.

Seacoast Banking (SBCF) Q2 Earnings and Re…

Visa (V) Tops Q3 Profit and Revenue Forecasts, Extending Beat Streak

July 28, 2026, 7:14 PM EDT. Visa (V) posted Q3 earnings of $3.32 per share, above the expected $3.23 per share, and revenue of $11.63 billion, exceeding forecasts by 2.28%. The result reflects a 2.79% surprise over consensus and marks the fourth straight quarter Visa has outperformed EPS estimates. The company, which has lagged the S&P 500 so far this year, maintains a Zacks Rank #3 (Hold) amid a mixed trend in future earnings projections.

Visa (V) Surpasses Q3 Earnings and Revenue…

Skyworks Solutions (SWKS) Q3 tops forecasts with $1.08 EPS, $934.8M revenue

July 28, 2026, 7:13 PM EDT. Skyworks Solutions (SWKS) posted Q3 earnings of $1.08 per share, higher than the estimated $1.03 and delivering a 4.85% surprise. Revenue came in at $934.8 million, 1.38% above forecasts. Shares edged up 0.1% in 2026, underperforming the S&P 500. The company is rated Zacks Rank #3 (Hold) and is projected to post $1.33 EPS next quarter.

Skyworks Solutions (SWKS) Q3 Earnings and …

Seagate (STX) Exceeds Q4 Profit and Sales Forecasts

July 28, 2026, 7:12 PM EDT. Seagate (STX) posted adjusted fourth-quarter earnings of $5.71 per share, surpassing projections by 11.96%, up from $2.59 a year ago. Revenue reached $3.63 billion, coming in 3.85% higher than expected. The stock has climbed 196.7% year to date, compared to the S&P 500’s 8.3% rise. Seagate maintains a Zacks Rank #1 (Strong Buy), supported by a positive earnings outlook and solid standing in the Computer – Integrated Systems sector.

Seagate (STX) Surpasses Q4 Earnings and Re…

Zurn Water (ZWS) Tops Q2 Estimates for EPS and Revenue

July 28, 2026, 7:11 PM EDT. Zurn Water (ZWS) posted Q2 earnings of $0.50 per share, beating expectations of $0.47, representing a 6.38% upside surprise. Revenue reached $491 million, above forecasts by 1.78%. The company has surpassed both EPS and revenue projections over the last four quarters. Shares are up 4.9% so far this year, while the S&P 500 has advanced 8.3%. Zacks assigns ZWS a Hold rating, with a consensus EPS estimate of $0.47 for the upcoming quarter and $1.75 for the current fiscal year.

Zurn Water (ZWS) Beats Q2 Earnings and Rev…

Lumen (LUMN) Shares Jump 205% in Three Years as AI Connectivity Gains Focus

July 28, 2026, 7:10 PM EDT. Lumen Technologies (LUMN) shares have climbed roughly 205% in the past three years, driven by Gartner’s recent acknowledgment of its AI-driven enterprise connectivity. The stock delivered a 34.9% return over the past year, but a Discounted Cash Flow (DCF) analysis finds the stock trading at a 40.1% premium, pointing to possible overvaluation against future cash flow estimates. Valuation using market multiples is mixed, though offering some positive signals.

Lumen (LUMN) Stock Looks Richer After Fres…

Cramer Sees Investor Move from AI Infrastructure to Broader Growth Shares

July 28, 2026, 7:09 PM EDT. Jim Cramer observes a shift among investors from AI infrastructure leaders such as Micron and Western Digital-both of which have seen significant declines since their highs in June-toward stocks with broader growth prospects outside data center demand. Costco, Walmart, ServiceNow, Salesforce, and Johnson & Johnson are among those gaining from this transition. Cramer, however, maintains a positive outlook on Nvidia and Intel, citing continued strong demand.

Jim Cramer says Wall Street is fleeing the…

Martin Midstream Partners (MMLP) Shares Slide as Q2 2026 Profit Fails to Offset Concerns

July 28, 2026, 7:08 PM EDT. Shares of Martin Midstream Partners (MMLP) fell 5.6% after the company posted a Q2 2026 profit, reporting US$213.6 million revenue and US$2.6 million net income, rebounding from a previous loss. Despite the quarterly turnaround, the trailing 12-month net loss stands at US$15.0 million, and worries about a weak balance sheet continue to weigh on investor outlook.

Martin Midstream Partners (MMLP) Stock Pri…

Waste Management Shares Slip as Firm Cuts 2026 Revenue Guidance

July 28, 2026, 7:07 PM EDT. Waste Management NYSE:WM shares declined 2.9% after-hours to $232.50 on July 28, 2026, as the company trimmed its 2026 revenue midpoint by $150 million. Revenue for Q2 came in slightly below estimates at $6.684 billion, while adjusted EPS outperformed at $2.02. WM reaffirmed its profit and free cash flow outlook, increased its margin forecast to 31.1%, and posted a 34.5% increase in free cash flow to $1.10 billion.

Shares of Waste Management (NYSE:WM) drop …

Teradyne Jumps 14% After AI-Fueled Q3 Revenue Forecast Tops Estimates

July 28, 2026, 7:06 PM EDT. Teradyne NASDAQ:TER soared 13.6% to $364.28 in after-hours trading after reporting record second-quarter revenue of $1.329 billion, surpassing analyst estimates by 8.9%. The company’s midpoint guidance for Q3 revenue stands at $1.25 billion, 20% above market consensus, reflecting strong demand for AI testing. Adjusted earnings per share climbed 18.2% to $2.47 for Q2, though gross margin decreased to 59.8%. CEO Greg Smith cited ongoing growth tied to AI trends and emphasized the importance of wafer-fab equipment investments.

Teradyne (NASDAQ:TER) surges 14% with AI t…

NXP Shares Fall Despite Q2 Beat, as Non-Auto Drives Growth

July 28, 2026, 7:05 PM EDT. NXP Semiconductors NASDAQ:NXPI dropped 5.5% in after-hours trading, even though second-quarter revenue climbed 19% to $3.50 billion, topping forecasts by 0.7%. Growth was led by non-automotive business, which made up 63% of the revenue increase, including a 38% jump in industrial IoT and a 41% gain in communications infrastructure. For the third quarter, management set the midpoint for revenue guidance at $3.75 billion, indicating a 7% rise. The operating margin outlook is up to 36.9%, signaling strong operating leverage as chip sector weakness continues.

NXP Shares Fall After Earnings Surpass Est…

Cerillion and Bytes Technology Group Highlight AI Momentum in UK Telecoms and IT

July 28, 2026, 6:54 PM EDT. Cerillion (AIM:CER), a London-listed software provider valued at £307.2m, is using AI for telecom billing and CRM and expects earnings to rise in the mid-teens, along with 32% margins and solid returns, even as recent sales slow and borrowing challenges emerge. Bytes Technology Group (LSE:BYIT) posts £220.6m in revenue, mainly from IT solutions, and underpins AI, cloud, and cybersecurity growth, holding a £940m market cap and strong profit levels.

Cerillion Stock And Two UK Software Shares…

Trustmark (NASDAQ:TRMK) Q2 CY2026 Results in Line with Projections

July 28, 2026, 6:53 PM EDT. Trustmark (NASDAQ:TRMK) posted Q2 CY2026 revenue of $208.2 million, reflecting a 4.8% increase from the prior year and meeting analyst projections. Net interest income rose 4.4% to $168.6 million, with adjusted EPS at $0.97, also in line with forecasts. The bank reported an improved efficiency ratio of 62.2%, outperforming market expectations. CEO Duane A. Dewey pointed to the bank’s strategic advances, notably a core systems upgrade, as paving the way for future value creation.

Trustmark (NASDAQ:TRMK) Reports Q2 CY2026 …

Merchants Bancorp (NASDAQ:MBIN) Q2 CY2026 Results: Revenue In Line, EPS Surpasses Estimates

July 28, 2026, 6:52 PM EDT. Merchants Bancorp (NASDAQ:MBIN) posted Q2 CY2026 revenue of $182.2 million, rising 1.7% year-on-year and meeting forecasts. GAAP EPS came in at $1.48, surpassing analyst projections by 22.3%. Net interest income totalled $136.5 million, up 6.1%, narrowly trailing consensus. The efficiency ratio improved to 40.2%, better than anticipated. Tangible book value per share climbed 12.7% year-on-year to $39.93. Market capitalisation was $2.22 billion.

Merchants Bancorp’s (NASDAQ:MBIN) Q2 CY202…

MARA Drops 3.3% as Bitcoin Weakens Ahead of Fed Decision

July 28, 2026, 6:50 PM EDT. Shares of MARA Holdings NASDAQ:MARA slipped 3.3% to $11.38 as Bitcoin fell 1.3% to roughly $63,940. The stock is down 6.1% over the past two sessions, pulling back after climbing 13.4% last week. MARA maintains an operating platform valued at about $4 billion. Investors await both the Federal Reserve decision and MARA’s August 6 earnings release. The company recently announced a $1.5 billion acquisition of Long Ridge Energy’s power facility.

MARA Holdings (NASDAQ:MARA) Shares Drop 3.…

Anthropic's Claude AI Exposes Fresh Flaws in Quantum-Resistant Bitcoin Algorithms

July 28, 2026, 6:49 PM EDT. Claude, the AI model developed by Anthropic, has identified new weaknesses in cryptographic algorithms, with particular impact on the HAWK signature scheme-one of the contenders for quantum-resistant Bitcoin security. Despite no breaches of blockchains or wallets, the findings highlight persistent concerns over Bitcoin’s protection from future quantum computing threats. Developers are seeking quantum-resistant measures as crypto-related theft continues to surge, with $972 million stolen in early 2026 attacking core infrastructure.

Anthropic finds new cracks in the tech mea…

Ford Shares Rise 6.6% After Q2 CY2026 Earnings Beat, Revenue Falls Short

July 28, 2026, 6:42 PM EDT. Ford NYSE:F posted Q2 CY2026 revenue of $48.3 billion, undershooting analyst expectations by 2.6% and marking a 3.8% year-on-year fall. Adjusted earnings per share reached $0.42, topping forecasts by 21.3%. Adjusted operating income stood at $2.5 billion, 19.2% ahead of estimates. Despite the revenue miss and a 12.3% drop in sales volume, shares jumped 6.6%. Free cash flow margin declined to 4.1%, down from 8.4% in the prior year.

Ford (NYSE:F) Misses Q2 CY2026 Revenue Est…

First Commonwealth Financial (NYSE:FCF) Tops Q2 CY2026 Estimates

July 28, 2026, 6:41 PM EDT. First Commonwealth Financial (NYSE:FCF) delivered Q2 CY2026 revenue of $139.5 million, exceeding market estimates by 1.4% and marking a 6.2% increase year-on-year. The company’s non-GAAP EPS reached $0.44, coming in 3.9% ahead of forecasts. Net interest income climbed 5.8% to $112.4 million, while the efficiency ratio improved to 52.2%, topping expectations. First Commonwealth Financial, which serves customers in Pennsylvania and Ohio, is maintaining steady top-line growth as demand holds firm.

First Commonwealth Financial (NYSE:FCF) Ex…

Artisan Partners (APAM) Q2 CY2026 Revenue Tops Projections, Rises 8.9%

July 28, 2026, 6:40 PM EDT. Artisan Partners (NYSE:APAM) posted Q2 CY2026 revenue of $307.9 million, beating analysts’ forecasts by 2.3% and marking an 8.9% increase from a year earlier. Non-GAAP EPS came in at $0.94, topping consensus by 3%. Assets Under Management totaled $183.4 billion, up 4.5% year-on-year and matching expectations. The company’s annualized revenue growth over two years reached 9.9%, ahead of its five-year compound annual growth rate of 2.8%. Market capitalization is $2.86 billion.

Artisan Partners (NYSE:APAM) Surprises Wit…

Finland Unveils Largest Commercial Sand Battery Capable of 100 MWh Storage

July 28, 2026, 6:39 PM EDT. Finland has unveiled the world’s largest commercial sand battery, with the ability to store 100 MWh of renewable energy in the form of heat. The technology represents a major step forward for energy storage, helping to optimize the use of renewable energy sources.

The World's Largest Sand Battery Is Now On…

KLA Corporation Q2 CY2026 Revenue Surpasses Forecasts, Shares Slide 10.1%

July 28, 2026, 6:38 PM EDT. KLA Corporation NASDAQ:KLAC posted $3.66 billion in Q2 CY2026 revenue, up 15.2% year-on-year and 1.3% higher than analysts forecast. Adjusted EPS came in at $1.05, topping expectations by 5.1%. The company projected Q3 revenue of $4 billion, ahead of consensus. Despite these results, shares fell 10.1%. CEO Rick Wallace noted increasing business momentum through 2027. The firm’s market capitalisation is $265.6 billion.

KLA Corporation (NASDAQ:KLAC) Q2: Beats On…

Medicare Alters Drug Program, Potentially Raising Premium Expenses

July 28, 2026, 6:37 PM EDT. Medicare is making adjustments to a drug program that has long helped stabilize premium expenses for seniors. Analysts indicate the shift could drive more seniors to consider moving to Medicare Advantage plans.

Medicare is about to change a drug program…

Dow Reaches 1.5-Week High on Strong Results; Most Stocks Finish Higher

July 28, 2026, 6:36 PM EDT. The S&P 500 gained +0.21% while the Dow Jones Industrial Average advanced +1.03% to a 1.5-week peak, buoyed by robust earnings from Boeing, Coca-Cola, and Sherwin-Williams. The Nasdaq 100 declined -0.98%, weighed down by losses among chipmakers due to concerns about AI and competition from China. Crude oil prices dropped -4% and the 10-year Treasury yield slipped to 4.60%, helping reduce inflation fears. Investors are awaiting earnings from major tech firms including Microsoft, Meta, Amazon, and Apple.

Stocks Settle Mostly Higher on Positive Ea…

Micron Falls 8.9% as China Risks Weigh, Q4 Profit Tops Estimates

July 28, 2026, 6:35 PM EDT. Shares of Micron Technology (MU) dropped 8.9% to $820.53 following concern over the firm’s exposure to China, even after surpassing Q4 earnings forecasts with a consensus EPS of $31.16. The stock has declined 34.6% since its June 25 high. Micron projects Q4 revenue at $50 billion and anticipates gross margins around 86%, citing pressure from growing DRAM supply in China that threatens data center memory profitability.

Micron Shares Fall 8.9% on China Worries D…

Seagate Tops June-Quarter Forecasts, Lifting AI Trade Confidence

July 28, 2026, 6:34 PM EDT. Seagate posted June-quarter earnings ahead of Wall Street estimates, sending shares sharply higher in after-hours trading. The better-than-expected performance is lifting sentiment around the AI sector and is seen as a boost for the recently pressured AI trade by restoring investor optimism.

Seagate’s earnings are welcome news for th…

Celestica TSX:CLS Hits Record Margins; AI-Driven Growth Raises Sustainability Concerns

July 28, 2026, 6:33 PM EDT. Celestica TSX:CLS delivered Q2 revenue of US$4.70b and achieved a record adjusted operating margin of 8.2%, alongside adjusted EPS of US$2.54. Year-over-year, revenue jumped 62% while net income climbed 74.8%. Revenue from hyperscalers totaled US$1.9b, accounting for 41% of overall sales. While the company reported robust free cash flow and maintains low leverage, its high dependence on hyperscaler clients and significant Q2 capital expenditures of US$264m have fueled debate over the ongoing viability of AI-related expansion.

Celestica (TSX:CLS) Stock Asks Whether Rec…

Visa Posts Strong Q2 2026 Revenue, Tops Sales Estimates

July 28, 2026, 6:21 PM EDT. Visa NYSE:V delivered Q2 CY2026 revenue of $11.63 billion, marking a 14.4% increase year-on-year and surpassing analyst forecasts by 2.2%. Adjusted EPS reached $3.32, ahead of consensus by 2.8%, while the pre-tax profit margin stood at 58.7%. The company processes more than 829 million transactions worldwide each day and has maintained a 5-year CAGR of 14.5% along with 2-year growth of 12.9%, underlining continued demand for its payments platform.

Visa (NYSE:V) Posts Better-Than-Expected S…

Thomas Hayes of Great Hill Capital Recommends Exiting Semiconductor Stocks as Market Cycle Shifts

July 28, 2026, 6:19 PM EDT. Great Hill Capital chairman Thomas Hayes appears on ‘The Claman Countdown’ to talk about the cyclical semiconductor market. He draws attention to the Federal Reserve’s approaching interest rate decision and restates his June advice to sell memory chip and semiconductor stocks. Hayes points to marked declines in shares of Sandisk, Marvell Technology, and Qualcomm.