Nebius (NASDAQ:NBIS) shares fall as AI plan shifts capex burden
Nebius dropped 12.6% to $174.31 as of 1:07 p.m. EDT, wiping out a 2.8% rise from Wednesday. U.S. markets stayed open.
Dow Edges Higher; Health Stock Gains Balance Chip Drop
By midday Thursday, the Dow Jones Industrial Average was up roughly 109 points, with the U.S. cash session still open. The S&P 500 and Nasdaq Composite slipped.
Kalshi Flight-Cancellation Contracts Face a Settlement Data Gap
Kalshi’s planned flight-cancellation contracts face a settlement-data gap that may limit their value as an airline-risk signal. The primary provider objects. The public backup appears too slow.
US Stock Futures Today: Firm Data Widens Nasdaq-Dow Split Before the Open
U.S. stock futures moved lower before Thursday’s open after fresh data showed consumer spending still growing and layoffs staying low. Nasdaq 100 futures were down about 1.1%, more than twice the S&P 500’s 0.4% decline, while Dow futures were little changed shortly after the releases.
Red Robin (NASDAQ:RRGB) Closes Cary Site as $96 Million Debt Reset Nears
Red Robin closed its Cary, North Carolina restaurant. The move comes as the company approaches a $96 million debt reset. CARY, North Carolina, July 16, 2026, 07:15 EDT
Lloyds Buyback Hits 72% Mark With Shares Close to Double Tangible Book
Lloyds Banking Group plc has now used about 72% of its £1.75 billion buyback. The bank paid an average 111.64p for 14 million shares in the last two sessions, which is almost 93% higher than its reported TNAV of 57.9p a share. TNAV excludes intangible assets. Lloyds picked up 7 million shares both on July 14 and July 15, and plans to cancel them.
SDG&E reliability could slip by up to 3.4 minutes from South Orange County outage
A power outage overnight left 22,525 San Diego Gas & Electric customers in South Orange County without electricity. If power comes back by the utility’s 1 a.m. target, that outage would nudge the systemwide outage-duration metric up by only about 3.4 minutes, according to early calculations from reported milestones. The event is enough to show up in annual reliability stats, but seems too small for now to affect near-term earnings at Sempra, which owns the utility.
Hecla Mining (NYSE:HL) price target cut hits $2.7B value even as silver outlook raised
Scotiabank cut its price target on Hecla Mining down to $21 from $25 on Tuesday, keeping its rating the same. With 670.71 million shares, the $4 drop takes about $2.68 billion off the broker’s projected equity value, or around a quarter of Hecla’s $10.4 billion market cap.
J.B. Hunt intermodal up 89% on fleet use jump
J.B. Hunt Transport Services, Inc. got nearly 90% of its second-quarter operating profit gain from intermodal, according to its reported numbers. The carrier hauled more loads using about the same amount of equipment. Shares jumped 6.9% after hours.
Oracle’s Free AI Builder Targets the Slower Side of Its Cloud Boom
Oracle Corporation is offering a new AI-agent builder to Fusion Applications customers at no extra cost, a move that puts adoption ahead of a separate price tag in the slower-growing side of its cloud business. AI agents are software that can plan and carry out tasks. The launch matters because Oracle’s cloud mix flipped in fiscal 2026, with infrastructure rising above applications for the first time in the latest annual figures.
Joby Aviation (NYSE:JOBY) valuation premium outpaces its cash-runway edge
Fresh insider-sale filings at Joby Aviation show 50,553 shares sold by two executives for about $384,000, with most of the shares expressly linked to taxes on vested stock awards and the rest sold under a pre-set trading plan. The more material signal for investors is Joby’s valuation: its market capitalization stands at about three times the cash and short-term investments reported at March 31.
AT&T’s 12% Cash-Flow Yield Looks Toward Starlink and Earnings
AT&T Inc. now trades at an implied free-cash-flow yield close to 12% based on current guidance, even as analysts push down the stock for satellite competition risk. Next week’s earnings come down to one thing for the market: will the company pull in enough cash to keep up both its network build and returns for shareholders, together equal to about 10.5% of equity value?
Johnson & Johnson leans on two main drugs for almost all Q2 sales growth
Johnson & Johnson mostly leaned on Tremfya and Darzalex for almost all of its Q2 sales growth, according to a review of results from the healthcare group. This leaves investors asking how much depth backs up J&J’s higher 2026 guidance.
Aehr Test Systems (NASDAQ:AEHR) backlog covers 72% of fiscal 2027 sales midpoint; shares up
Aehr Test Systems shares jumped 29.6% to $93.30 in premarket trading Wednesday after the chip equipment maker guided for fiscal 2027 revenue between $130 million and $150 million, which is 2.6 to 3 times last year’s result. The company cited an effective backlog of $100.6 million, with orders placed after May 29 and covering roughly 72% of the target’s midpoint.
Opendoor (NASDAQ:OPEN) about $9 million away from Q2 breakeven margin
Opendoor Technologies Inc. must add one percentage point to its Q2 contribution margin or find about $9 million more below that level to meet its adjusted EBITDA breakeven target, according to analysis of company data. The company said Tuesday it will release earnings after the bell on Aug. 4.
Domino’s (NASDAQ:DPZ) Adds Board Member Ahead of Q2 Results
Domino’s Pizza Inc. increased the size of its board by 25% and expanded its audit committee by 67%, even as it gets ready for the departure of its chief of technology and data. The shake-up hands more control to independent directors as Domino’s works through digital execution issues, cyber risk, and slowing sales.
Bank stocks mixed as market eyes guidance over profit beats
Goldman Sachs surged 9.0% at the close Tuesday, while Citigroup dropped 5.3%. That’s a 14.3-point spread. Investors seemed to look past just the latest results and price in the next two quarters. Both banks topped second-quarter profit estimates.
CleanSpark (NASDAQ:CLSK) stock pares rally as $6.6 billion lease puts financing in focus
CleanSpark, Inc. shares rose 10.3% to $13.64 in late-morning trading on Tuesday after the bitcoin miner signed a 20-year data-center lease carrying $6.6 billion of expected revenue. The stock had reached $15.36 before giving back more than half of its early advance. The fade shifted attention from contract size to the cost of delivering it.
ServiceNow stock slides as IBM budget warning turns July earnings into a core-growth test
ServiceNow Inc. fell 5.8% to $104.85 in early trading on Tuesday, erasing roughly $6.7 billion of market value, after International Business Machines Corp. warned that spending on AI servers and storage was squeezing software budgets. The move came even as the S&P 500 and Nasdaq opened higher. Investors are treating a hardware-spending shift as an immediate test of ServiceNow’s premium valuation.
SAVE exit wave signals another U.S. student loan repayment cliff in 2028
About a million borrowers have exited the government’s SAVE student-loan program as it winds down. But early data shows another issue: around 20% of these borrowers picked repayment plans that will also close in 2028. Only about 13% of the SAVE program’s original 7.5 million borrowers have left so far, so another wave of forced plan changes could be ahead before the current one wraps.
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