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Healthcare Surge: Weekly Recap and Week Ahead23/08/2026 · 08:38 AEST WEEKLY RECAP + WEEK AHEAD Healthcare broke away from a softer ASX CSL's reset-year…
Costco Wholesale Corporation recovered roughly $6.3 billion of market value on Friday. It still ended a volatile retail week about $5.9 billion lighter.
THURSDAY
Walmart's U.S. comparable-sales miss raised concern about consumer trade-offs. Costco fell 2.45% on the group's busiest session.
FRIDAY
Buyers reclaimed about $6.3 billion of estimated value. The bounce did not erase the week's 1.39% decline.
Costco's 6.9% adjusted U.S. July comp remains well above Walmart's latest 2.6% quarterly pace. The stock's premium rests on that consistency.
Risk: expensive shares leave little room for slower traffic or renewals. Fuel inflation also pressures shoppers and freight.
Capricor Therapeutics, Inc. ended Friday with only about $2.20 per share of equity value above its June cash. That preliminary figure frames the wager…
| Metric | 2026 | Comparison |
|---|---|---|
| Cash & securities | $237.9m | −$80.2m in H1 |
| Q2 operating expense | $42.9m | +55.0% YoY |
| Q2 net loss | $40.7m | +57.2% YoY |
| Runway at H1 loss pace | ~19 months | Preliminary |
| Firm | Action | Rating | Target | Versus $6.29 |
|---|---|---|---|---|
| Cantor Fitzgerald | Upgrade | Buy | $28 | +345% |
| Piper Sandler | Maintain | Hold | $2 | −68% |
| B. Riley | Maintain | Hold | $5 | −21% |
| Consensus | — | Hold | $10.50 avg. | +67% |
| Median | — | — | $6 | −5% |
Bond Shock Breaks Tech Streak: Weekly Recap and Week Ahead08.22.2026 · 09:05 EDT WEEKLY RECAP + WEEK AHEAD Friday’s rebound met a harder-rate ceiling…
Space Exploration Technologies Corp. enters the week near its IPO price, despite a fast launch tempo and surging quarterly sales. Friday's rebound recovered only…
Miners Salvage FTSE Gain: Weekly Recap and Week Ahead08.22.2026 · 08:47 BST UK EQUITIES · WEEKEND EDITION Weekly Recap + Week Ahead Miners carried…
Boeing faced a fresh labor deadline after about 17,000 engineers and technical staff turned down a proposed four-year contract and voted to strike. Shares…
Watch for bargaining dates, a member survey and any change to Boeing’s contingency plan.
Commonwealth Bank of Australia shed approximately A$15.3 billion in market capitalization last week, despite a 1.0% recovery on Friday. Shares finished at A$157.99 on…
| Raw market-value loss | A$15.3bn |
| Dividend-adjusted loss | A$10.8bn |
| Dividend share of price drop | 29% |
| FY27 forecast EPS growth | 2.0% |
| Firm | Call | Target |
|---|---|---|
| Jefferies | Sell | A$144.99 |
| UBS | Sell | A$135.00 |
| Morgan Stanley | Sell | A$124.00 |
| Ord Minnett | Sell | A$120.00 |
| Jarden | Sell | A$90.00 |
| 14-analyst average | Strong Sell | A$125.21 |
Weekly Recap and Week Ahead: Healthcare Leads, CPI Looms08.22.2026 · 08:37 AEST WEEKEND EDITION · CASH MARKET CLOSED Weekly Recap + Week Ahead Healthcare…
Fidelity Wise Origin Bitcoin Fund attracted $64.74 million on Thursday. However, BlackRock, Inc. dominated fresh inflows, with its IBIT fund pulling in $502.99 million—accounting…
Royal Caribbean Group will drop two previously announced 2027 cruises as it reallocates vessels to meet Asia-Pacific market demand. The canceled trips account for…
NYSE:RCL · fleet redeployment and yield test
Market snapshot: August 21, 2026, 14:37 EDT
U.S. regular session open
Navigator · 18 nights
3,386 berths
Ovation · 4 nights
4,180 berths
Estimate excludes cabins above double occupancy and is not revenue guidance.
| Metric | Q2 2026 |
|---|---|
| Revenue | $4.8bn |
| Adjusted EPS | $4.21 |
| Net yield growth | +1.2% |
| Load factor | 110% |
| Adjusted EBITDA | $1.8bn |
| Liquidity | $6.9bn |
| Guide | Range / rate |
|---|---|
| Adjusted EPS | $17.73–$17.87 |
| Revenue growth | ~9% |
| Capacity growth | +6.6% |
| Net yields, constant FX | +1.75%–2.25% |
| Q3 capacity growth | +8.5% |
| Q3 adjusted EPS | $6.26–$6.36 |
Investor read: the cancellations are operationally small. The decision matters because it tests whether Asia-Pacific itineraries can beat U.S. West Coast yields while preserving 110% load factors. Rebooking costs, fuel, port constraints, geopolitics and weaker pricing can still erase the benefit.
NEW YORK, August 21, 2026, 14:23 EDT — Apple Inc. shares declined 0.67% to $309.22 on Friday, underperforming the Nasdaq Composite, which gained 0.39%.…
Market open · delayed snapshot
August 21, 2026 · 14:23 EDT (UTC−04:00)
Apple lagged the Nasdaq by 1.06 percentage points.
Tariff refunds added $0.11 per share and about two gross-margin points.
The operating story remains strong. But a 35.57× trailing multiple and only 5.5% to the average target leave little room for a product delay or slower AI uptake.
Weekly Recap and Week Ahead: Nikkei Slumps, Korea Decision Looms08.22.2026 · 08:08 SGT CASH MARKETS CLOSED · SATURDAY Asia Weekly Recap + Week Ahead…
American Airlines Group Inc. recovered 1.6% on Friday, yet its updated profit strategy means investors face a lengthy wait. The airline’s aim is to…
Premium demand is already outgrowing Main Cabin. But fuel expense rose 83% in Q2, and full-year adjusted EPS guidance spans a loss to a profit. The strategy is credible; the earnings bridge is the issue.
AAL trades 12.8% below its 50-day average and 26.9% below its 52-week high.
| Measure | Latest | Read-through |
|---|---|---|
| Revenue | $16.7bn | +16.3% YoY |
| Premium unit revenue | +13.4% | Main Cabin +8.8% |
| Corporate revenue | +26% | 5th double-digit quarter |
| Adjusted net income | $99m | $0.15/share |
| Fuel expense | +$2.2bn | +83% YoY |
| Liquidity | $11.3bn | Investment cushion |
| Bull case | Base case | Bear case |
|---|---|---|
| Premium unit revenue stays above Main Cabin; fuel falls; retrofit cost proves manageable. | Revenue holds, but benefits arrive gradually while EPS remains fuel-sensitive. | Fuel stays elevated, retrofit spending rises and premium demand weakens. |
New French export figures brought renewed attention to the Rafale order pipeline on Friday. However, shares of Dassault Aviation finished down 1.6% at €299.20.…
Export demand is strong. The investable question is when proposals become backlog.
India's proposal equals 54.8% of the existing 208-Rafale backlog.
| Metric | H1 2026 | YoY |
|---|---|---|
| Adjusted sales | €4.157bn | +46.0% |
| Operating income | €330m | +83.3% |
| Operating margin | 7.9% | +1.6 pts |
| Order intake | €2.878bn | −64.4% |
NEW YORK, August 21, 2026, 11:26 EDT — Shares in Cipher Digital fell 8% at the start of U.S. trading, despite a rally in…
| Firm | Date | View | Target | Upside |
|---|---|---|---|---|
| Citizens | Aug. 10 | Buy | $30 | 89% |
| JPMorgan | Aug. 7 | Overweight | $22 | 39% |
| KBW | Aug. 6 | Outperform | $28 | 77% |
| Macquarie | Aug. 5 | Outperform | $35 | 121% |
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