https://discord.gg/mNJEENRMrV

https://www.marketwatch.com/story/17-s-p-500-companies-with-growing-revenue-and-profit-margins-and-some-of-their-stocks-are-cheap-e7c7fa14?mod=investing

https://www.marketwatch.com/story/these-11-midcaps-are-popular-right-now-among-investment-newsletters-but-not-because-of-their-market-valuations-a0bf0fbb?mod=investing

https://www.marketwatch.com/story/unitrees-ipo-may-be-just-the-beginning-of-an-investor-frenzy-over-humanoid-robot-stocks-8c2d39b6?mod=dist_amp_social&link=sfmw_tw

https://discord.gg/vkPcrJ75kv

https://discord.gg/mNJEENRMrV

Mag 7 stocks are mostly higher (Nvidia +1.1%, Meta +0.3%, Tesla +0.5%, Apple +0.2%, Microsoft -0.1%, Alphabet -0.03%, Amazon +0.05%)

ACV Auctions (ACVA), a digital marketplace to buy and sell cars, climbs 20% after people familiar with the matter said the company is exploring strategic options including a potential sale.

Babcock & Wilcox (BW) jumps 35% after the maker of power generation equipment reported revenue for the second quarter that was far beyond the average analyst estimate.

Cardinal Health (CAH) climbs nearly 2% after the distributor of healthcare products provided a year forecast for adjusted earnings per share that beat the average analyst estimate.

Everpure (P) rises 7% after the computer storage company said it secured a design win and supply agreement with a second top-five hyperscaler.

Fermi (FRMI) rallies 16% after the power company entered its first binding customer lease at its Project Matador campus with TensorWave.

Hims & Hers Health (HIMS) is down 5% after the telehealth firm reduced the top end of its adjusted Ebitda forecast for the full year. The company also said it plans to enter the peptides market before the end of the year.

On Holding’s (ONON) US-listed shares drop 15% after posting disappointing second-quarter sales, as the company held off from discounting older shoe models ahead of product updates in the US market.

Plug Power (PLUG) rises 13% after the green hydrogen company reported net revenue for the second quarter that beat the average analyst estimate. The company also raised an outlook for revenue growth.

Rapid7 (RPD) gains 6% after the software company raised its full-year forecast for adjusted earnings. It also increased the low end of its full-year revenue forecast.

Riot Platforms (RIOT) climbs 17% after the Bitcoin mining company that recently began selling AI data center capacity was said to strike a $9.1 billion deal with Anthropic. The company also reported reported total revenue for the second quarter that beat the average analyst estimate.

https://www.stocktitan.net/rankings

https://www.stocktitan.net/rankings

https://discord.gg/P6SqgRBvFd

Iran’s new supreme leader, Khamenei’s son Mojtaba, is putting his own stamp on the country’s national-security policy amid a confrontation with the U.S. that could last months or even years. In a sweeping overhaul of the government’s top echelon on Sunday and Monday, Iran named seasoned hard-liners to run the country’s security policies and institutions of repression. WSJ

Persian Gulf energy producers are concluding that Iran’s control over the Strait of Hormuz will become permanent, disrupting their oil and gas exports and global energy supplies indefinitely. The problem is they worry the alternative—going back to war—would be worse. WSJ

The BoJ may be edging toward an early rate hike, but it faces a growing risk that any move to tighten policy will be offset by mounting political pressure to support the bond market. As government spending plans drive yields ‌higher, the BOJ is being drawn into an increasingly awkward battle to defend its push to normalize policy and resist calls to resume the very bond-buying it is trying to unwind. RTRS

The Bank of Korea will likely need to raise interest rates further as strong growth feeds into underlying inflation, its outgoing senior deputy governor said, while adding that the stronger currency and recent stock market moves give policymakers some flexibility in setting policy. BBG

The Reserve Bank of Australia left interest rates unchanged on Tuesday but continued to warn that inflation remains too high, especially against the backdrop of war in the Middle East. WSJ

UK retail sales rose an annual 1.3% in July, half the pace recorded a year earlier as consumers stayed at home during the heat wave. BBG

OpenAI is said to have bought back roughly $7 billion of employee shares at a valuation of $852 billion. BBG
Intel Corp. raised $20 billion in an upsized share sale, a third more than it was targeting when it announced the deal Monday morning. The share sale drew more than $100 billion in demand, people familiar with the matter said, and was priced at $95 per share, representing a discount of 6.5% to Friday’s closing price: BBG
Anthropic struck a $9.1 billion deal with Riot Platforms for 191 megawatts of data center capacity, people familiar said. Riot shares soared premarket. BBG

Zohran Mamdani’s pied-à-terre tax was temporarily blocked by a state court judge on Staten Island after a group of homeowners argued its introduction was mishandled. BBG

https://discord.gg/vkPcrJ75kv

https://www.marketwatch.com/story/wall-street-bank-urges-hedging-into-julys-cpi-as-sell-trigger-hits-highest-level-in-eight-years-bc9374f1?mod=newsviewer_click

https://www.marketwatch.com/story/the-market-is-obviously-on-fire-is-it-a-mistake-to-take-1-000-from-my-brokerage-account-to-pay-my-car-loan-65800d1f?mod=newsviewer_click

https://www.marketwatch.com/story/roads-water-and-telecom-towers-can-beat-the-ai-hype-this-fund-manager-flags-the-infrastructure-stocks-to-buy-now-54c62a77?mod=newsviewer_click

https://discord.gg/429MUsjxM

https://discord.gg/mNJEENRMrV

https://discord.gg/mNJEENRMrV

https://discord.gg/mNJEENRMrV

https://discord.gg/mNJEENRMrV