Stock Market Today: Live Updates 11.07.2026

Goldman Sachs Sees SpaceX Hitting $6.3 Trillion Valuation, $500,000 Stake Could Turn Into $1.6 Million

July 12, 2026, 3:58 AM EDT. Goldman Sachs expects SpaceX’s AI revenues could jump from $3.2 billion to $322 billion by 2030. The bank, which is backing SpaceX’s IPO, puts a $6.3 trillion price tag on the company if it lands the same 19.7 price-to-sales multiple as Nvidia. That could mean a $500,000 investment now is worth $1.6 million by the end of the decade. But SpaceX hasn’t shown profits yet, and issuing more shares could dilute ownership. Some market watchers see bubble risk around AI, and there is still debate about SpaceX’s valuation. Still, with the company moving deeper into AI and space projects, long-term bulls stay interested in the $2 trillion name.

Prediction: $500,000 Invested in SpaceX St…

AI Execs See Huge Demand Even as Chip Stocks Swing

July 12, 2026, 2:52 AM EDT. AI execs like Pat Gelsinger, former Intel CEO, say AI demand is still strong even as chip and semiconductor stocks have seen volatility. Companies such as Meta and xAI are renting out unused computing power, which has led to talk of possible oversupply, but Marc Boroditsky at Nebius and Andrew Feldman at Cerebras Systems say compute demand is much higher than supply. Samsung is forecasting a jump in profit, but its shares fell anyway as markets questioned whether that growth can last. For now, businesses are looking hard at cost-efficiency and ROI as the push for more AI infrastructure continues.

‘Almost unlimited’: Execs says AI demand r…

Enbridge lifts dividend for 31st straight year, trades near fair value

July 12, 2026, 2:51 AM EDT. Enbridge TSX:ENB raised its dividend for the 31st year in a row and kept its 2026 adjusted EBITDA and distributable cash flow guidance in place for the fee-based energy infrastructure business. Shares are up 17.1% this year and 33.9% over the past year, with the stock trading close to the CA$78.48 fair value estimate-about 1.4% below, leaving a small margin. The stock’s P/E ratio is 26.2, topping the Canadian Oil and Gas peer average of 23.2. Growth is coming from electricity demand, renewables and gas transmission spending, but higher capex and regulatory issues may squeeze free cash flow. The higher valuation raises the bar for dividend stability and future returns.

Enbridge (TSX:ENB) Raises Its Dividend Aga…

Tesla, Meta Platforms Look for Rebound After Slipping This Year

July 12, 2026, 2:36 AM EDT. Tesla and Meta Platforms have beaten the market over the last decade but are lagging equities so far this year. Tesla is dealing with more rivals in EVs like Rivian and Chinese brands, and the stock now trades at a forward P/E of 178.6x. Traders are now watching Tesla’s robotaxi push, which aims for low-cost, high-margin ride fees with higher vehicle use. Tesla also keeps working on its Optimus 3 humanoid robot, which could bring in high-margin revenue from software and subs. Meta Platforms is sinking a lot of cash into AI, which could hit margins now but may set up bigger growth ahead. Both shares have seen setbacks and face competition, but bulls see big upside from here.

2 Beaten-Down Stocks With Massive Upside P…

Ascendis Pharma (ASND) rallies 24%; valuation premium clouds outlook

July 12, 2026, 2:35 AM EDT. Ascendis Pharma (ASND) has surged 24% for the month as investors pile in. Still, shares trade at a P/E of 29.7x, not as high as some rivals, but more than the biotech sector’s 17.4x average-so there’s a valuation premium. The value score is 3 out of 6, leaving it unclear if the stock is cheap or expensive. Market focus is still on whether Ascendis can turn its pipeline into steady revenues. Delays in cash flow or the need for more capital could hit the stock. After a flat year, investors are trying to judge if shares now reflect the company’s growth outlook in this sector.

Ascendis Pharma (ASND) Stock Looks Above F…

Oscar Health (OSCR), Talkspace (TALK) stocks move as employers focus on quality of life, access

July 12, 2026, 2:34 AM EDT. Oscar Health (OSCR), with a $9.2 billion market cap, is getting more investor attention as it pushes digital health insurance and operates on the Affordable Care Act exchanges. The company is positioned as more employers boost focus on quality of life and easier healthcare access. Talkspace (TALK), a virtual therapy provider worth $876.1 million, is another name seeing interest, offering digital behavioral health services for mental health. Both stocks are in sectors seeing tailwinds from employer shifts toward more health services and flexible care plans. Risks are there, too-Oscar faces worries about borrowing and regulatory questions, and Talkspace is still working toward profitability. The moves in these stocks point to new plays and risk tied to how health and work location trends evolve.

Oscar Health Stock And 2 Digital Health Pi…

YONEX (TSE:7906) bounces 4.89% for the week, still down 20% in three months as valuation stays high

July 12, 2026, 2:16 AM EDT. YONEX (TSE:7906) jumped 4.89% over the last week but is still off 20.10% over 90 days. The company posted revenue up 9.08% and net income up 10.11%, with latest revenue at ¥163,643 million and net at ¥12,092 million. Market cap sits at ¥209.2 billion. Its P/E ratio is at 17.3x-higher than the JP Leisure average at 15.6x and above peer average of 14.4x-suggesting valuation could be stretched. Shares trade nearly 39% below an internal fair value estimate of ¥3,987.68. The stock still looks risky after the rebound, with investors watching if the premium valuation holds amid sector comparisons.

YONEX (TSE:7906) Rebounds As Investors Wei…

Fed Liquidity Gauge Got Bitcoin Top Right, Eight Months Early

July 12, 2026, 2:15 AM EDT. A U.S. Treasury bill liquidity metric flagged Bitcoin’s peak eight months before the top. Bitcoin hit $126,000 in October 2025, then fell more than 30% as Fed liquidity tightened and Treasury buying picked up. Keyrock, a crypto trading shop, measured net Treasury bill issuance against Bitcoin and found the market tracks the bills with an eight-month delay. By June 2026, that lagged Treasury impulse was at +$136 billion, off highs from late 2024 and lining up with Bitcoin stuck a little over $73,000 as ETFs saw big outflows and fear drove the market lower. Traders are watching for the June CPI print out July 14, which could set the next direction for Bitcoin, with weak jobs numbers and the Fed meeting on July 28-29 also on the radar.

The Fed Liquidity Signal That Predicted Bi…

Oil Bull Market Could Come From Inventory Restocking, Not Supply Loss

July 12, 2026, 2:01 AM EDT. Oil’s next bull market may come from a push to rebuild strategic and commercial oil inventories, not supply shocks. The industry is now focused on refilling depleted stocks, not dealing with loss of supply. Traders, refiners, and governments are moving to restock, which could tighten the market and push prices up. The market is shifting into a phase where restocking efforts could set the floor for prices.

The Next Bull Market Could Be Built on Inv…

Oracle Has Split Its Stock Several Times Since the 1980s

July 12, 2026, 2:00 AM EDT. Oracle has done several stock splits since the 1980s after big gains in its share price. These moves boost the number of shares and drop the price per share. The company has used splits so the stock stays accessible to more investors as it grew.

Oracle’s stock split history explained

Cramer Calls Out Oracle (ORCL) Debt as Shares Slide, Warns on AI Bets

July 12, 2026, 1:59 AM EDT. Oracle Corporation NYSE:ORCL shares are down 40% in the past year, raising red flags for some investors. CNBC’s Jim Cramer pointed to the company’s balance sheet as a real risk, especially as Oracle pushes into AI infrastructure. Oracle’s cloud backlog is now larger than its market cap, which shows strong demand but also brings up questions about execution and debt. Analyst Blair is positive about Oracle’s AI prospects but remains skeptical about its ability to fund growth given its debt load. Oracle is under pressure to handle debt while up against bigger rivals. Turning that backlog into actual revenue is seen as crucial for keeping investor trust and long-term value intact.

Jim Cramer Raises Concerns About Oracle Co…

Cameco, AtkinsRéalis draw interest as nuclear energy stocks in focus

July 12, 2026, 1:41 AM EDT. Inflation reads stay mixed and tight energy prices keep markets on edge, pushing investors toward nuclear energy stocks for steadier returns. Cameco TSX:CCO, which runs uranium mines and fabricates nuclear fuel, also owns 49% of Westinghouse, a main name in nuclear services. AtkinsRéalis Group TSX:ATRL, a Canadian engineering shop, has its hand in nuclear with projects from reactors to shutdown work-market cap sits at CA$14.3 billion with a busy nuclear project pipeline. The company has long-term contracts but still deals with profit and debt risks. Both names are in the mix as nuclear draws more attention for low-carbon, reliable power in an uncertain economy.

Cameco Stock And 2 Nuclear Energy Picks Ba…

Csquare Readies IPO as Data Center Hype Cools Off

July 12, 2026, 1:40 AM EDT. Csquare, backed by Brookfield Asset Management, is going ahead with its IPO, but investors have turned cautious. Interest in artificial intelligence and recent IPOs has faded. Data center stocks, once at the heart of the AI trade, are now getting a closer look. The Csquare listing will test demand for new tech IPOs in a market where optimism is mixed and volatility remains high.

This Data Center IPO Is the Next Big Test …

SpaceX slips under IPO price as shares swing

July 12, 2026, 1:09 AM EDT. Space Exploration Technologies (SpaceX) shares dipped below their IPO price of $150 and last traded near $145. After going public with a record $2.1 trillion value, the stock jumped to $225 at its peak before dropping back. SpaceX makes reusable rockets and runs the Starship project to cut costs in space launches. The Starlink internet arm was the only piece to turn a profit last year, and SpaceX wants to add 100,000 Gen3 satellites. But heavy spending and unclear profit timing have investors uneasy. The company’s big bets on space tourism, faster satellite Internet, and AI could fuel growth, but there’s pressure as costs rise and goals stretch out.

SpaceX Stock Just Dropped Below Its Debut …

ASX: PDI, TLX among fast growers with strong insider stakes

July 12, 2026, 12:51 AM EDT. Investors watching ASX for stocks with strong growth and high insider ownership are looking at names that tie management’s fate to shareholders in choppy trade. Predictive Discovery ASX:PDI has a A$3.45 billion valuation and is pushing West African gold assets, with a 9.5 million ounce resource. The stock comes with growth upside but also operational and funding risks. Telix Pharmaceuticals ASX:TLX trades at A$5.52 billion, targeting radiopharma in cancer with sales from precision medicine, but it’s still running losses and facing regulatory headwinds. Both names offer growth, but need close watch on cash and regulatory developments as global markets stay shaky.

3 Fast Growing ASX Stocks With High Inside…

Nvidia Forward P/E Drops as Earnings Jump, Stock Up 12% This Year

July 12, 2026, 12:35 AM EDT. Nvidia’s forward P/E ratio has dropped sharply even as the stock is up 12% so far this year. That’s because earnings growth is running ahead of the share price. The forward P/E, which looks at projected earnings, has come down from about 40 to 23.2 after Nvidia’s net income more than tripled year over year in fiscal 2027 Q1. Nvidia has also given strong Q2 guidance, with revenue projected at $91 billion for fiscal 2027 Q2. Investors are watching the earnings story relative to price and Nvidia’s position in AI chips.

Nvidia's Forward P/E Has Actually Fallen a…

STI Breaks to New High, Led by Financials and Trading Surge

July 12, 2026, 12:19 AM EDT. The Straits Times Index jumped from 5,240 to a new record of 5,469.29 last week, with banks, REITs, and exporters leading gains. The index spiked on July 7 and 9, touching almost 5,472 intraday. Trading picked up as market liquidity improved, especially in big caps. Singapore Exchange Ltd (SGX) said securities and derivatives turnover was higher in June, lifting confidence. SGX shares finished the week at S$15.62, helped by better execution. Strong flows and sector rotation drove fresh optimism across Singapore’s stock market.

SGX Weekly Recap: STI Climbs To Fresh High…

DroneShield ASX:DRO and Sigma Healthcare ASX:SIG Push Onto Penny Stocks Screener For Strong Balance Sheets

July 12, 2026, 12:01 AM EDT. DroneShield ASX:DRO is topping the Financially Fit Penny Stocks screener, with its A$2.1 billion market cap and A$216.8 million in revenue. The Australian defence tech group gets most of its revenue from Aerospace & Defence, and is looking at steady growth from NATO and US defence contract renewals. Sigma Healthcare ASX:SIG comes in too, showing A$9.5 billion in revenue and a market value of A$32.4 billion, lifted by its pharmacy franchise network and links to Chemist Warehouse. The screener picks these stocks on financial strength, not hype, with investors often looking for discipline as inflation, energy and rates keep markets jumpy.

DroneShield Stock And Two Australian Penny…

NuScale Power NYSE:SMR Drops 7.4% as Losses Mount, Contracts in Doubt

July 11, 2026, 11:48 PM EDT. Shares of NuScale Power NYSE:SMR slid 7.4% as the company faces project delays, a bigger first-quarter loss and no firm customer contracts in hand. NuScale has U.S. approval for its small modular reactor (SMR) design, but timelines for putting power on the grid are still vague. Its ENTRA1 Energy venture targets AI data center demand, but hasn’t closed any binding power purchase deals yet-leaving investors uneasy. Concerns about legal risks and spending have added to pressure on the stock. Some analysts say a signed customer agreement could quickly boost the shares, but until that comes through, investors remain wary about the financial picture, even as nuclear demand stays high.

NuScale Power (NYSE: SMR) Stock Price Slid…

ServiceTitan Scores TrussPoint Deal as Shares Trade Below Valuation

July 11, 2026, 11:47 PM EDT. ServiceTitan (TTAN) picked up TrussPoint Roofing as a customer, putting more weight behind its pitch for cross-brand growth with its cloud tools. The stock ended at $77.69, up 35.47% over 90 days but still down more than 23% for the year. Wall St analysts at Simply Wall St peg fair value at $109.93, about 29% above where shares trade now. The company’s Pro and MAX products push AI-led automation for workflows, which is expected to feed subscriptions and sales. Still, a 7.3x price-to-sales handle is above software norms, so valuation risk could bite if growth or margins slow. The market’s still deciding whether to buy now or wait, with questions hanging over AI and fintech rollouts.

ServiceTitan (TTAN) Wins TrussPoint Busine…

NSE CEO Ashishkumar Chauhan Gets 41% Pay Bump in Last Two Years With IPO Ahead

July 11, 2026, 11:46 PM EDT. National Stock Exchange CEO Ashishkumar Chauhan saw his pay rise 41% in the past two years. The jump comes while NSE is heading toward its IPO. Chauhan’s pay increase lines up with executive pay trends at top Indian exchanges before major deals.

NSE CEO Pay Hike: Ashishkumar Chauhan's Re…

Older Chinese Retail Traders Up Bets on Tech Shares, Bet on AI and Chips

July 11, 2026, 11:13 PM EDT. Chinese retail traders, especially older investors like Fang Yan’an, are piling into tech stocks, betting heavily on AI and chip companies. Fang, who has traded for more than 30 years in Shanghai and Shenzhen, says she’s confident thanks to government policy and the global tech race. Tech shares in China have rallied hard in the last two years, with some names jumping more than ten-fold. Investors shrug off wild swings and stick with bets on new commercial product earnings. But there are still worries a tech stock bubble may be forming in China’s A-share market.

Tech stocks capture China’s elderly retail…

Weizmann Limited (NSE:WEIZMANIND) Set to Go Ex-Dividend Soon, Payout Ratios Stay Low

July 11, 2026, 10:56 PM EDT. Weizmann Limited (NSE:WEIZMANIND) shares go ex-dividend in three days for a ₹0.50 payout per share, set for August 21. On the current price of ₹79.59, the dividend yield is around 0.6%. Weizmann is handing out 13% of net profit and 11% of free cash flow, keeping the payout on the low side and leaving a buffer against weaker financials. EPS has climbed at a 4.9% average over the past five years. Buyers after July 16 miss this dividend. Dividend cover looks solid from both earnings and cash flow.

Here's What We Like About Weizmann's (NSE:…

Ador Welding (NSE:ADOR) Goes Ex-Dividend July 16; Dividend Looks Secure

July 11, 2026, 10:25 PM EDT. Ador Welding Limited (NSE:ADOR) will trade ex-dividend on July 16. The company is set to pay out ₹23.00 per share on August 22. To get the dividend, investors must own shares before the ex-dividend date. Shares last traded at ₹1324.80, with a trailing yield of 1.7%. Ador Welding has been paying out 49% of profits and 37% of free cash flow as dividends. EPS has climbed 17% each year over the past five years, with growth backed by retained earnings. Analysts say the payout looks sustainable. For investors after yield, the stock is one to watch before the cutoff.

Is It Smart To Buy Ador Welding Limited (N…

Fletcher Building (ASX:FBU): Market Update Flags Investor Caution

July 11, 2026, 10:24 PM EDT. Fletcher Building (ASX:FBU) released a financial update, but Kalkine did not give specific figures. The note urges investors to look at their own financial situations and warns that past performance doesn’t predict outcomes. Investors should check the official Offer Documents and talk to financial advisers or stockbrokers. Kalkine says it accepts no liability if investors act on its information and stresses regulatory compliance. The update points investors to think carefully before any moves on Fletcher Building shares.

Fletcher Building (ASX:FBU): What Latest F…

Buffett Backs S&P 500 ETF Even as Market Looks Pricey

July 11, 2026, 9:54 PM EDT. Warren Buffett has stood by the S&P 500 ETF as a low-fee way to invest for the long haul. The Buffett indicator is at a record 236%, which some see as a warning, but Buffett’s S&P pick hasn’t changed. Back in 2008, Buffett’s famous $1 million bet showed the S&P 500 ETF returned 126% over a decade, while active funds only managed 36%. Crestmont Research says the index posted gains in every 20-year stretch since launch. Big names in tech now make up nearly a third of the ETF and could mean more price swings in the short term. The ETF will only match the market, not beat it, which matters for investors thinking about long-term results. Risk and holding period are key.

Warren Buffett Swears By This 1 Low-Cost I…

On the Beach Group and Hollywood Bowl Group: UK Penny Stocks with Buybacks

July 11, 2026, 9:53 PM EDT. Penny stocks priced under £5 are still getting attention from investors looking for value as inflation and rates move around. Two UK-listed penny stocks doing buybacks now are On the Beach Group LSE:OTB and Hollywood Bowl Group LSE:BOWL. Online travel retailer On the Beach Group posted £114.2 million revenue and is cutting shares with buybacks. But it booked a half-year loss and relies on outside capital. Hollywood Bowl, which is in leisure, reported £263 million revenue, good profit, a 21.4% return on equity and 12.7% net margin, and trades below sector P/E averages. Both stocks give investors a mix of growth hopes and real risk. The numbers put a spotlight on the balance sheet and market spot for penny stocks.

Profitable Penny Stocks With Buybacks That…

Nvidia Forward P/E Sinks as Shares Jump 12%, Earnings Boom

July 11, 2026, 9:36 PM EDT. Nvidia stock is up 12% for the year, but its forward P/E ratio has dropped from about 40 to 23.2. That comes as net income tripled year-over-year in fiscal 2027 Q1, with earnings growth running faster than the stock price. Nvidia has guided for $91 billion in Q2 revenue, with management expecting over 10% growth again. Bulls point out earnings strength could fuel more gains despite the rally. Nvidia’s AI push still factors into the investment case, with the numbers drawing attention.

Nvidia's Forward P/E Has Actually Fallen a…

AT&T Price Target Slashed as Starlink Adds Pressure on Dividends

July 11, 2026, 8:48 PM EDT. AT&T’s price target got cut as analysts say Starlink is ratcheting up pressure on telecom dividends. People buying for yield now have to watch how Starlink’s rise affects AT&T’s ability to keep paying that high dividend. Analysts warn dividend cuts or weaker growth may be on the table, telling income investors to stay cautious with telecom stocks.

AT&T stock price target cut puts dividend …

Mesoblast ASX:MSB jumps 8.7% after strong Ryoncil launch, FDA accepts BLA

July 11, 2026, 8:47 PM EDT. Shares in Mesoblast ASX:MSB climbed 8.7% after its cell therapy Ryoncil delivered a first full year of net revenue at US$115 million, beating early forecasts. The company said the FDA has accepted its BLA for rexlemestrocel-L in preventing severe GI bleeding for advanced heart failure patients. FDA orphan drug and RMAT designations apply under new rare disease rules. Mesoblast has set up a new five-year finance deal to fund more Ryoncil label work and push its other cell therapies. Analysts say the strong start will ease short-term cash worries but warn the business is still tied to growth outside its niche pediatric base. Latest estimates have revenue reaching US$485 million by 2029, but the market remains split on the outlook as the pipeline develops and results come in.

Mesoblast (ASX:MSB) Is Up 8.7% After Stron…

Lloyds and Two UK Income Stocks with Covered Yields

July 11, 2026, 8:46 PM EDT. With inflation still shifting and central banks in focus, some investors are looking for steady income from UK stocks that pay more than 5% in yield and have coverage from earnings. Lloyds Banking Group LSE:LLOY, which has a £64.96 billion market cap, delivers high yield and covers the payout with earnings, though its heavy UK exposure and spotty dividend record bring risk. Foresight Group Holdings (LSE:FSG), a £507 million firm focused on renewable energy and infrastructure, mixes yield with growth that follows sector trends. Both stocks have stability and growth potential, but investors need to watch sector risks and prices.

Lloyds Stock And 2 UK Income Shares Offeri…

Weathernews (TSE:4825) quarterly earnings up 22%, margins up, valuation stays high

July 11, 2026, 8:15 PM EDT. Weathernews (TSE:4825) posted Q4 sales of ¥6.2 billion and EPS of ¥23.28. Trailing 12-month revenue was ¥24.5 billion, with EPS at ¥85.76, a 22.2% earnings increase from a year earlier. Net profit margin rose to 15.5%, up from 13.3% last year. Shares still trade at a premium with a 23.1x trailing P/E, above the sector average of 16.1x and industry at 13.1x. The company has kept a 13.4% annual earnings growth rate over five years. Weathernews keeps positioning itself as a staple for weather data in several industries, but the high valuation means less cushion if growth slows. How profitability trends from here will be key for investors watching the stock.

Weathernews (TSE:4825) Stock Earnings Grow…

Aritzia TSX:ATZ, Almonty TSX:AII among growth stocks with solid earnings as market shifts

July 11, 2026, 8:14 PM EDT. Investors are looking for companies that can deliver steady earnings and keep strong balance sheets as bond yields move and inflation cools. Aritzia TSX:ATZ, based in Vancouver, is getting noticed for its US push, record sales, CA$17.1 billion market cap, and 20% adjusted EBITDA margin. The retailer’s high profitability and 32.3% return on equity stand out, but some worry about its premium price, debt load, and insider selling. Miners such as Almonty Industries TSX:AII, with a CA$6.0 billion market cap, are drawing attention for ramping up tungsten output. Still, investors point to risks around funding and execution. These stocks show how growth and financial discipline are key as investors sort through mixed economic signals.

Aritzia Stock And 2 Growth Shares With Str…

Canadian Insider-Heavy Stocks With Growth: ATZ, IVN

July 11, 2026, 8:13 PM EDT. Aritzia TSX:ATZ and Ivanhoe Mines (TSX:IVN) are getting attention as Canadian names with high insider stakes and fast growth potential, a plus as inflation and energy volatility hit. Aritzia put up Q1 fiscal 2027 revenue of CA$951 million, lifted by eCommerce and its U.S. business. Net margin landed at 11.4% and return on equity came in at 32.3%. But the stock’s heavy U.S. exposure, high marketing spend, insider selling, and debt load are risks. Ivanhoe Mines is valued at CA$15.2 billion, and is pegged for 36% annual earnings growth with backing from Africa operations. Its P/E is 82.2 and ROE just 1.8%, but Morgan Stanley’s recent upgrade points to copper optimism. Both names show high insider alignment and analyst confidence.

3 High Insider Ownership Stocks With Fast …

Cardinal Energy Ltd. 7.75% Debentures (CJ.DB) get neutral signals as AI sets out entry levels

July 11, 2026, 7:39 PM EDT. Cardinal Energy Ltd.’s 7.75% Senior Unsecured Debentures (CJ.DB:CA) landed neutral ratings for the near, mid, and long term on July 11, 2026, based on AI trading signals. Suggested trading plans are to buy near 101.80, looking for 103.01, with a stop loss at 101.29. For the other side, the call is to short near 103.01 with a 101.80 target and stop at 103.53. The signals set out possible entry and exit points for trading and risk.

(CJ.DB) Technical Analysis and Trading Sig…

PYC Therapeutics Adds Ulmer as CFO, High P/B Remains in Focus

July 11, 2026, 7:38 PM EDT. PYC Therapeutics (ASX:PYC) has named Thomas Ulmer as CFO. Ulmer brings biotech finance background, previously helping take Immatics N.V. public in the U.S. Shares are up 31% in the last month and 32% in three months. Over three years, the stock has delivered more than 131% to shareholders. PYC trades on a price-to-book ratio of 10.4x, far above the 2.5x industry average and 9.1x for peers. The company posted a A$47.56 million net loss for A$20.56 million revenue. Analysts see more sales declines and losses ahead. Investors see growth potential, but the P/B and ongoing risks keep valuation concerns in play.

PYC Therapeutics (ASX:PYC) Names New CFO A…

Eversource Energy (ES) Seen Cheap as Stock Lags DCF Value

July 11, 2026, 7:12 PM EDT. Eversource Energy (ES) is up 19.1% this year but still sits 34.1% below its estimated value from a DCF model. That model prices in recent cash flow setbacks but expects a rebound as the company leans on its regulated electric and gas businesses. Eversource’s $2.4 billion Aquarion Water sale is mainly about cutting debt, shoring up the balance sheet and pushing the intrinsic value higher. The stock looks undervalued on 5 of 6 valuation screens, though regulatory and execution trouble in grid and storage projects are still a drag. Investors are still weighing if the discount is enough for the operating and strategic risks ahead.

Eversource Energy (ES) Stock Looks Underva…

UK Construction Stocks Draw Attention as Local Funds Jump

July 11, 2026, 7:11 PM EDT. UK infrastructure and construction stocks are in the spotlight as more than £10 billion in public money flows to local projects under new regional funding. Morgan Advanced Materials (LSE:MGAM) is notable for its materials used in industry and clean energy, with margin recovery in focus after losses and rising debt. The company gets a lift from electrification trends and public sector contracts. Investors are watching MGAM’s balance sheet and contract mix. Howden Joinery Group LSE:HWDN targets trade buyers with kitchen and hardware lines, leaning on a depot network that supports UK and European builders. Both stocks could benefit if regional work and upgrades pick up with new funding streams.

3 UK Construction Stocks To Watch As Local…

MaxLinear NASDAQ:MXL Drops 28% With Surge in Short Interest, Volatility

July 11, 2026, 7:10 PM EDT. MaxLinear NASDAQ:MXL sank 28.7% last week, dropping from its June 30 high of $128.03 to $91.30. The slide tracked with a 34.7% jump in short interest to 4.15 million shares, or about 5% of tradable shares. That figure suggests brisk trading, not an imminent squeeze. The stock gave up just 2% for the week from the July 2 close but saw a wide 28.2% trading range and daily swings averaging 5.9%, outpacing the semiconductor index. MaxLinear sees Q2 revenue growing roughly 20% to $160 million-$170 million, after posting a 43% jump in Q1 revenue. CEO Kishore Seendripu pointed to strength in optical data center connectivity. Recent volatility comes as investors size up rising competition from names like Credo and Marvell.

MaxLinear (MXL) Moved 28% in Wild Week; Sh…

OpenAI C-suite turnover grows as IPO pushed to 2027; Simo exits for health reasons

July 11, 2026, 7:09 PM EDT. OpenAI’s IPO is off until 2027, and the company’s top ranks keep thinning. Fidji Simo, the firm’s second-in-command, is stepping away from daily business over worsening Postural Orthostatic Tachycardia Syndrome, shifting to an adviser slot. Simo was overseeing business units and working with CEO Sam Altman. Her exit comes after three other senior leaders left in April. OpenAI’s leadership shakeup and IPO delay come as rivals like Anthropic pick up steam, leaving staff and investors questioning OpenAI’s direction at a key time for AI firms.

OpenAI loses another C-suite executive ahe…

Eaton Gains Outpace S&P 500 With Steep Valuation

July 11, 2026, 7:08 PM EDT. Eaton shares edged up 0.36% to $407.28 on Friday and finished the week up 2.2%, outstripping the S&P 500’s 1.2% gain. Just 1.4 million shares traded hands. Eaton is priced at 39.8 times trailing earnings, putting it 37% above Hubbell and 18% over Emerson Electric, but it’s still about half of Vertiv’s multiple. Shares ended at 30.7 times the midpoint of its 2026 adjusted earnings range of $13.05 to $13.50. In the first quarter, sales climbed 17% and Electrical Americas orders jumped 42%, while margins dropped 1.2 points to 22.7%. Eaton has struck a home energy deal with FranklinWH and is moving ahead with a $9.5 billion Boyd Thermal buy to build up its liquid cooling for data centers.

Eaton Shares Beat S&P 500, Trade at 40x Ea…

Constellation Energy Jumps 5% as Investors Watch for PJM Auction

July 11, 2026, 7:07 PM EDT. Constellation Energy NASDAQ:CEG climbed 5.1% last week along with Vistra and Talen Energy, pushing higher before PJM Interconnection’s July 14 capacity auction for 2028-2029. The sector’s move comes as investors look to the auction results while PJM, the grid operator, manages reliability against rising demand. Constellation agreed to sell 4.4 GW of PJM gas plants to LS Power for $5 billion, settling regulatory questions after buying Calpine assets. Trading volume fell 21% from its 65-day average as investors stayed cautious. Nearly all of Constellation’s unregistered notes got tendered for registration during a parallel capital markets move. The market is waiting on Tuesday’s auction outcome for the next signal.

Constellation Energy Stock Up 5%, Tuesday …

Axon Drops $6B in Value as Lofty 74x Earnings Ratio Rattles Investors

July 11, 2026, 7:06 PM EDT. Axon Enterprise shares dropped 11.7% in three days, wiping out about $6 billion in value. The stock ended Friday at $565.80, down from $640.46 on Tuesday. The move comes with the stock priced at 73.6 times 2026 earnings, well above Motorola Solutions’ 25 and the S&P 500’s 20. Axon lifted its 2026 revenue growth target to 30-32% after strong Q1 results, but selling picked up and trading volume faded. CEO Patrick Smith sold shares through a preset plan. New board picks focus on AI and strategy. Motorola is expanding in the space, agreeing to buy D-Fend Solutions for $1.5 billion.

Axon Shares Drop $6 Billion Over Three Day…

Verizon, Walmart Seen as Buy-and-Hold Picks for Any Market

July 11, 2026, 6:50 PM EDT. Some analysts say Verizon, Walmart, and a third stock are worth holding through any market cycle. Verizon counts on stable demand, reporting 146.8 million mobile lines and a 6.7% dividend yield that can appeal to income investors when the economy slows. Walmart’s sales lean on groceries, helping it hold up even if shoppers pull back elsewhere. Both names offer robust business models with steady dividends. Backers say building allocations now could spare investors the scramble to find safety after a downturn starts.

3 Stocks Worth Holding Through Any Market …

Renault Down 33% This Year, DCF Points to Undervaluation

July 11, 2026, 6:49 PM EDT. Renault shares are off 32.6% over the past year as regulatory and execution worries weigh on the stock. Still, a Discounted Cash Flow (DCF) analysis puts fair value at €50.36 per share, or about 48.8% above where it trades now. Renault is moving vehicle development to China to try and stay competitive in EVs and software. Recent wins in court have eased some emissions litigation concerns, but investors remain cautious and keep the discount on shares. The stock rates well on 5 of 6 Simply Wall St valuation metrics, which some see as a case for a rebound despite current headwinds.

Renault (ENXTPA:RNO) Stock Looks Like A Ba…

3 Indian Growth Stocks Drawing Attention on Earnings Strength

July 11, 2026, 6:48 PM EDT. Investors are watching 3 Indian growth stocks as inflation softens and energy prices change. Rubicon Research, a specialty pharma company, reported ₹17.5 billion in revenue and 14.1% profit margins, though valuation and debt remain issues. FSN E-Commerce Ventures (Nykaa) saw annual revenue hit ₹100.5 billion in beauty and fashion, with analysts staying positive. These firms have growing platforms and insider backing that could pay off, but investors are also looking at high valuations and volatility risks in an uncertain macro backdrop.

3 India Growth Stocks Investors May Watch …

Saudi Aramco Opens First Branded Station in Philippines; Per-Station Spend Over Six Times Pakistan

July 11, 2026, 6:32 PM EDT. Saudi Aramco is set to open its first branded fuel station in the Philippines on July 16, converting a Unioil site in Parañaque. The company put around $79 million for a 25% stake in Unioil Petroleum Philippines and Unioil Energy, working out to about 1.6 million Saudi riyals a station, which is over six times what it paid per outlet in Pakistan. The move fits Aramco’s push for faster entry, sourcing fuel locally, and taking city sites instead of starting from scratch. Unioil’s network has expanded 11.5% since Aramco invested in 2025. Still, Aramco’s share in the Philippine retail fuel market stays small against major players Petron Corp and Shell Pilipinas. The group keeps to its minority capital model, focusing on converting stations and higher-margin sales in a crowded market.

Aramco Comes Back to the Philippines; Per-…

Analysts Lift Growth Targets for UMB Financial (UMBF), See Stock Still 5% Below Fair Value

July 11, 2026, 6:16 PM EDT. UMB Financial (UMBF) climbed 9.57% over the last month as investors bet on wider net interest margins and stronger income. Shares hit $144.59 but still trade about 4.6% under the $151.58 consensus fair value. Analysts point to ongoing integration of the Heartland deal, with $124 million in cost savings targeted by 2026, as a key lever. UMBF trades at 12.8 times earnings, above peers at 12.1x but short of its estimated fair value multiple at 14.2x, sending some mixed signals on valuation. There are risks on regional exposure and execution of integration, though most analysts are positive on growth and improving profitability.

UMB Financial (UMBF) Could Be 5% Undervalu…

Energy Transfer Swaps $1.75B in Debt to Dodge 10% Preferred Reset

July 11, 2026, 6:14 PM EDT. Energy Transfer LP NYSE:ET said it’s issuing $1.75 billion in new debt, split between 6.55% Series 2026A and 6.70% Series 2026B notes, both due 2057. The move is designed to push out maturities and sidestep a nearly 10% rate reset on its 6.5% Series H preferred shares, which are tied to the 5-year U.S. Treasury yield plus 5.694 points and set to reset Nov. 15. The company expects to use proceeds to call $900 million of Series H and pay down short-term debt. Weighted initial rate on the new notes is 6.64%. S&P Global Ratings gives them BB+, and counts half of the deal toward equity for metrics. ET shares ended up 1.7% at $19.66, topping Enterprise Products and Williams Companies this week.

Energy Transfer’s $1.75B Debt Move May Hea…

Arista Networks Jumps $34B as Shares Rally, 2026 EPS Estimates Unchanged

July 11, 2026, 5:57 PM EDT. Arista Networks NYSE:ANET added $34.4 billion in market cap this week after a 16.9% jump sent shares to $186.96 and pushed overall value to $238.1 billion. FactSet’s 2026 EPS estimate stayed put at $3.63, while the average analyst price target saw a small move to $190.30. The stock moved past Cisco and the Nasdaq Composite, but volumes were thin, so traders pointed to a stock rerating rather than a change in earnings view. Arista’s forward P/E jumped to 51.5 based on 2026 numbers. The company still carries $8.9 billion in supply commitments and $7.7 billion in deferred revenue. Investors look to the next earnings report on Aug. 4 as its valuation faces these supply and revenue headwinds.

Arista Networks Added $34B in Value This W…

KLA (KLAC) Gets Stifel Buy Tag, $270 Target Even as Shares Trail Peers on AI Demand Hopes

July 11, 2026, 5:56 PM EDT. Stifel set a $270 price target and kept a Buy on KLA Corporation NASDAQ:KLAC after shares fell 23.3% from levels in late June-dropping faster than Applied Materials and Lam Research-even with steady demand from Meta Platforms’ AI chip plans at TSMC. KLA’s process-control tech is seen as key for chip quality. Third-quarter revenue came in at $3.415 billion, up 11.5% over last year and topping guidance, but investors still want stronger demand evidence compared to rivals. Analyst targets see some upside but also show market caution, as chips tied to AI hold up across the group.

KLA Gets $270 Price Target—TSMC Seen as Ke…

3 Indian AI Players Drawing Interest from Retail Investors in Software and Infrastructure

July 11, 2026, 5:46 PM EDT. Artificial intelligence (AI) is becoming a bigger part of tech, pushing activity in chips, software, and cloud shares. Three Indian names catching the eye of retail investors for AI: Netweb Technologies India, KPIT Technologies, and one other. Netweb Technologies, with a ₹245 billion market cap, makes AI servers and supercomputers and sells mostly to government and big clients. The company expects strong growth, but is exposed to risk from reliance on government contracts. KPIT Technologies, with a ₹153 billion market cap, is known for AI-powered embedded software in electric and self-driving vehicles. KPIT earns most of its revenue overseas, especially in the Americas and Europe. These companies are part of India’s push in AI software and infrastructure and may see growth as tech and the economy shift.

3 Indian AI Stocks Retail Investors Are Wa…

Onward Holdings Q1 Profit Boosted by One-Off Gain, Raises Sustainability Questions

July 11, 2026, 5:45 PM EDT. Onward Holdings (TSE:8016) posted Q1 2027 revenue of ¥63.5 billion with basic EPS at ¥37.08. That compares to trailing 12-month EPS of ¥79.90 and net income of ¥10.9 billion. Earnings were up 23.9% from last year, net margin climbed to 4.5% on trailing sales of ¥240.1 billion, up from 4.0% a year ago. A ¥3.9 billion one-off gain played a significant role in the quarter’s growth and has raised doubts about how steady profits will be going forward. Net income has swung from ¥551 million to ¥5.0 billion quarterly this past year, which points to volatility. Still, Onward has been profitable for five years straight, something bulls can lean on. The uneven performance has investors split on the quality of the earnings despite strong revenue gains.

Onward Holdings (TSE:8016) Stock Faces One…

UBS Lifts Tesla ($TSLA) Price Target Before Q2 Earnings

July 11, 2026, 5:44 PM EDT. UBS analyst Joseph Spak raised his target on Tesla ($TSLA) but kept the Hold rating. Tesla is set to report second-quarter results on July 22. UBS pointed to good demand and better efficiency as reasons for the target move. The market is watching Tesla, with volatility and supply issues in the mix.

UBS Raises Tesla (TSLA) Stock Price Target…

SpaceX Lands on Nasdaq-100; Index Funds Rush In, But Lock-Ups Approach

July 11, 2026, 5:43 PM EDT. Space Exploration Technologies (SpaceX) has joined the Nasdaq-100 index as of July 7, setting off mandatory buying from funds and ETFs that track the index and possibly shoring up the share price. The move also brings in active managers who need to hold Nasdaq-100 names. But investors need to keep an eye on lock-up expiries coming soon. Insiders will be able to sell shares as early as August through December, with millions of new shares hitting the market-well above typical IPO levels, given SpaceX’s 13.17 billion outstanding shares. This fresh supply could weigh more on the stock than the index addition. Traders should weigh the upside from index inclusion against the risk of coming share unlocks and volatility.

Elon Musk's SpaceX Just Joined the Nasdaq-…

Paramount-Warner Bros. $110B Deal Moves Forward As Oregon Steps Back, 16.6% Spread Gets Arb Funds' Attention

July 11, 2026, 5:42 PM EDT. Oregon’s AG dropped a bid to pause the Paramount Skydance-Warner Bros. Discovery $110 billion deal, cutting out one obstacle, but the main lawsuit stays active. Paramount shares slid almost 10% as investors flagged the deal risk, with the gross spread holding at 16.6% below the $31 cash takeout offer for Warner Bros., which ended Friday at $26.59. That gap has drawn merger-arb funds looking for a trade. Key dates are up: a California suit may drop next week; EU foreign subsidy and merger rulings hit July 14 and July 22. If delays stretch past September, Paramount owes $650 million a quarter in ticking fees, putting more clock pressure on the deal.

Oregon backs away from bid to delay Paramo…

Vertiv (VRT) Climbs 6% as AI Data Center Bet Sends Valuation Near 50x Earnings

July 11, 2026, 5:41 PM EDT. Vertiv Holdings NYSE:VRT jumped 6.1% to $318.86 Friday. That follows an 18% swing this week, with the action tied to bets on Vertiv’s AI data center push. At Friday’s close, shares traded at around 50 times the midpoint for Vertiv’s 2026 adjusted EPS guidance. The premium comes with targeted 29%-31% organic sales growth and a 20.8% Q1 adjusted operating margin. Vertiv outpaced sector names like nVent and Eaton, which posted strong quarters but stuck with lower multiples and smaller growth aims. CEO Giordano Albertazzi pointed to strong demand for more efficient, optimized data centers. The latest spike picked up after Meta Platforms rolled out its own AI chip plans, keeping the spotlight on AI-linked infrastructure names even as some flagged risk of order delays.

Vertiv Climbs 6% After Tumultuous 18% Swin…

Prosecutors to drop charges in $722 million BitClub crypto Ponzi case

July 11, 2026, 5:13 PM EDT. Federal prosecutors in the U.S. are moving to drop charges against Matthew Goettsche, who was accused of running a $722 million cryptocurrency Ponzi scheme tied to BitClub Network. Goettsche was indicted in 2019 on allegations he defrauded investors with false promises about crypto mining profits. The dismissal follows a deal reportedly shaped in part by Goettsche’s legal team, who have connections to the Trump administration. The Department of Justice said there was no improper influence, and stressed it is still working to recover investor money. Earlier, the government pushed for a jury trial. The case again shows how tough it is to pursue large crypto frauds.

Federal prosecutors to drop charges agains…

U.S. President Ends Iran Ceasefire, Airstrikes Resume as Markets React; Motley Fool Singles Out 10 Top Stocks

July 11, 2026, 5:12 PM EDT. The U.S. President called off the Iran ceasefire and ordered new military strikes, sending markets into fresh volatility. The Motley Fool’s Stock Advisor team named 10 stocks they see as buys now, leaving out Invesco QQQ Trust. Stock Advisor’s average return is 929%, topping the S&P 500’s 211%. Investors are looking at new stock picks as geopolitical risk shakes up trading.

President Trump Delivers Massive News for …

Grantham Slams Nasdaq Over SpaceX Index Move

July 11, 2026, 5:11 PM EDT. Jeremy Grantham called out Nasdaq for “cheating” after it changed its rules to let SpaceX join the Nasdaq-100 just 15 days after its IPO, skipping the usual three-month wait. Grantham called SpaceX’s market debut “the craziest in history,” noting its $1.7 trillion price tag, no profits, and the lack of real AI competition. Nasdaq also tweaked a 10% float requirement, letting low-float stocks carry triple the weight. SpaceX now sits as the No. 21 stock in the Invesco QQQ Trust. Nasdaq President Nelson Griggs said the process broke no rules. The revised guidelines have stirred strong demand for SpaceX shares and shaken up ETFs and funds tied to the Nasdaq 100.

Nasdaq 'Cheated and Changed the Laws' to F…

Bunge Global (BG) Gets Zacks Upgrade as Analysts Raise Earnings; Shares Up This Week

July 11, 2026, 5:10 PM EDT. Bunge Global (BG) was bumped up to a Zacks Rank #2 as analysts moved up their earnings targets, helping drive new attention to the stock. BG traded at $114.32, up 7.38% over the last week, but still down 10.83% over the past month. One-year returns landed at 53.17%, keeping the long run strong. Wall Street sees the stock at $142, about 19.5% above current levels, on expected benefits from the Viterra deal and wider international reach. Some headwinds remain with regulatory issues for biofuel and merger integration running behind schedule. BG’s price-to-earnings sits at 32.3x, higher than the food industry’s 18.1x and ahead of similar firms at 26.9x, though under the implied 49.1x fair ratio. The valuation risk is stacking up against opportunity after the upgrade.

Bunge Global (BG) After The Zacks Upgrade …

RTX Wins £2 Billion UK Army Training Contract, Revenue Seen Modest

July 11, 2026, 5:09 PM EDT. RTX Corporation NYSE:RTX landed a £2 billion ($2.68 billion) contract to train the British Army over 15 years, bringing in about $178.7 million a year, or close to 0.19% of its forecast 2026 sales. The deal, split across five companies, will use virtual and synthetic training. RTX shares rose 0.37% to $195.93, ahead of Lockheed Martin and GE Aerospace. Still, the revenue effect is minor against RTX’s $93 billion sales target. Investors are looking at RTX’s margins and how well it turns orders into sales, watching for missile production ramp-up and any delivery or cost setbacks.

RTX (NYSE:RTX) Scores £2 Billion UK Deal, …

Starbucks NASDAQ:SBUX Adds $3 Billion in Market Value After AI Cost-Saving News

July 11, 2026, 5:08 PM EDT. Starbucks shares gained 1.7% over the week, boosting its market cap by about $3 billion after news of its AI software push hit the wires. Reports showed Starbucks is building in-house AI tools to help slash software spending. CEO Anand Varadarajan said the move could save $10 million a year in software, part of a wider $2 billion cost-cut plan. Starbucks spends roughly $400 million on software each year, with plans to drop some Microsoft and IBM products by the end of 2027. The stock fell 0.38% on Friday, but still outperformed the S&P 500 consumer discretionary sector and rivals like McDonald’s and Dutch Bros. The company reported 6.2% global same-store sales growth, but North American operating margins got squeezed by higher labor costs.

Starbucks (NASDAQ:SBUX) adds $3 billion in…

McDonald’s (MCD) Slips Toward Year Low as Rising Costs and Treasury Yield Weigh

July 11, 2026, 4:54 PM EDT. McDonald’s closed at $274.60 on July 10, off 2.1% for the week and just 3.8% above the 52-week low, missing out on the S&P 500’s 1.2% rise. The stock keeps lagging as higher costs and a yield gap hit sentiment. McDonald’s 2.7% dividend yield is now 185 basis points under the 10-year Treasury’s 4.56%, squeezing income buyers. CEO Chris Kempczinski said gas prices are pinching margins, with U.S. company-operated restaurant margin down 25%. Stronger first-quarter numbers haven’t offset cost pressure. CPI and PPI data out soon could move input costs, menu pricing, and Treasury yields-and hit the stock again.

McDonald’s (MCD) trades 3.8% above its 52-…

Altria's $1.06 Dividend Hits as Yield Edges Up vs. Treasurys, Eyes on Inflation Data

July 11, 2026, 4:53 PM EDT. Altria Group NYSE:MO paid out its regular $1.06 per share dividend, with a yield of 5.91% at Friday’s $71.79 close. That’s 134 basis points above the 10-year Treasury yield of 4.562%, but the spread shrank last week as Treasury rates rose. With key inflation updates set for next week, bond yields might keep climbing, which could cut into the draw of Altria’s dividend against government bonds. The 2026 EPS outlook, at $5.56 to $5.72, supports a 75.2% payout ratio and leaves room for dividend hikes, though another jump in Treasury yields could limit the edge. Among tobacco names, Altria’s yield remains the highest, but its cheaper multiples show some investors are wary of the company’s smoke-free shift.

Altria’s $1.06 Dividend Just Landed — Now …

AI Stocks Top Market in 2026; Nvidia and Celestica Seen Gaining

July 11, 2026, 4:37 PM EDT. AI stocks are leading this year. The Global X Artificial Intelligence & Technology ETF is up 23%, while the Nasdaq Composite has gained 13%. Bank of America’s Vivek Arya points to strong demand and component shortages for Micron, AMD, and Sandisk. Nvidia is up 11% in 2026 and controls 80-90% of the AI chip market, positioning it to pick up new business as tech giants put more money into infrastructure. Alphabet, Amazon, Meta, and Microsoft boosted their 2026 capital spending by 77% to $725 billion, well ahead of forecasts. Nvidia and Celestica have a $2.1 trillion combined AI contract backlog and could see faster growth when earnings come out.

Artificial Intelligence (AI) Stocks Have C…

Renault Wins in Diesel Case; Stock Bounces but Valuation Debate Lingers

July 11, 2026, 4:36 PM EDT. Renault (ENXTPA:RNO) got a boost after winning a diesel emissions case at London’s High Court of Justice, easing a legal headache. Shares rose 2.06% to €25.81, but they’re still off 29.02% for the year and down 32.59% in 1-year total shareholder return. Some see the court win and the stock’s 33.4% discount to the €38.74 fair value as a sign it’s cheap. That depends on Renault hitting targets for better earnings, margins, and its push into electric and hybrid cars. If those don’t pan out, or if partnerships stumble, investors could get burned. The judgment shifts the outlook, but there’s still debate over whether Renault is a bargain or a risk at these levels.

Renault (ENXTPA:RNO) Wins Diesel Case, Is …

Boeing Drops $9.7 Billion as Output Lags, Big June Delivery Eyed

July 11, 2026, 4:35 PM EDT. Boeing NYSE:BA lost $9.7 billion in value last week after shares slipped 1.9% to $222.28. The company rolled out a fourth 737 MAX line but says it won’t push output higher until early 2027, aiming for 52 jets a month. Boeing’s backlog is at a record $695 billion, but Q1 saw negative free cash flow of $1.45 billion. Investors are watching deliveries, not just orders, as only deliveries turn backlog into revenue. June could see Boeing deliver 102 jets, a 68% jump from May’s 60 and a possible trigger for the stock. The U.S. Commerce Department just closed its import probe, lowering tariff worries for now. Competition from Airbus remains, with the European rival outdelivering Boeing in the first half of 2026.

Boeing (NYSE:BA) Wipes Out $9.7 Billion Be…

Chevron (CVX) Jumps 4.3% as Alinta Energy Inks New Australian Gas Contract at Lower Volume

July 11, 2026, 4:19 PM EDT. Chevron (CVX) shares climbed 4.3% this week to close at $176.40 on July 10. The stock was up after Chevron landed a new five-year gas supply deal with Alinta Energy in Australia, averaging 9.2 petajoules a year-down 54% from the previous seven-year contract at 20 petajoules. The company said the lower volume reflects a shift in contract terms, not weaker demand. Alinta separately signed a 30 petajoule supply agreement with LNG Japan Corporation. Chevron’s big positions in Gorgon, Wheatstone and the North West Shelf account for about 40% of Western Australia’s gas. Jefferies trimmed its price target on Chevron to $216 but kept its Buy call, seeing Q2 adjusted EPS at $5.86, which is 9% better than consensus. Analysts expect Chevron, ExxonMobil and ConocoPhillips to post strong earnings helped by high oil prices and premiums on supply risk.

Chevron Shares Up 4% This Week, New Gas De…

Cisco Jumps 8%, Lifts Dow by 51 Points on AI Orders Surge

July 11, 2026, 4:18 PM EDT. Cisco Systems shares jumped 7.6% from July 2 and ended at $121.31 on July 10, adding around 51 points to the Dow Jones Industrial Average. The Dow fell 0.5% for the week, but Cisco’s gain offset some of that. Cisco’s higher share price now gives the stock more influence on the index. Fiscal Q3 revenue climbed 12% to $15.8 billion, helped by $5.3 billion in AI infrastructure orders. That led the company to raise its full-year revenue outlook. Gross margin dipped a bit, but CEO Chuck Robbins called demand “very strong, broad-based.” Arista Networks did better, up 16.9%, though Cisco trades 38% cheaper by price-to-earnings. Analysts see Cisco heading to $131.15, about 8.1% higher from here.

Cisco Stock Rallies 8%, Adds 51 Dow Points…

Trump Ends Iran Ceasefire, Halts Spain Trade, Backs Russia Sanctions — Markets React

July 11, 2026, 4:02 PM EDT. From July 6 to July 11, former President Donald Trump rolled out three major policy decisions that hit global markets. Ending the Iran ceasefire sent Brent crude up 5.2% and triggered U.S. strikes, stoking energy market nerves. Trump then cut off trade with Spain, which sent the IBEX 35 down 2.6% and hit Spanish banks and big names hard. On top of that, he backed stricter sanctions on Russia and let Ukraine make Patriot defense tech, driving up tension in energy and defense stocks. Bond yields moved higher while stocks fell as traders weighed new risks from geopolitical turmoil and talk of trade embargoes. Volatility picked up across financial and commodity markets.

3 Trump Moves That Shook Markets This Week

JPMorgan Trades Near 52-Week High With Q2 Results Coming Tuesday

July 11, 2026, 4:01 PM EDT. JPMorgan Chase & Co. NYSE:JPM finished Friday at $336.47, about 2% under June’s 52-week high of $343.45. The bank’s $901.6 billion market cap means it would gain $18.7 billion on a return to that peak, topping its Q1 profit of $16.5 billion. JPMorgan releases Q2 results Tuesday morning before 7 a.m. ET, with a call at 8:30 a.m. ET. The same day brings key June inflation numbers and a policy update from Fed Chair Kevin Warsh, both seen moving stocks. JPMorgan lagged the S&P 500 lately but posted strong Q1 results and a 24% rise in investment banking revenue. Still, some analysts say shares might not eclipse their June high unless the outlook gets a lift.

JPMorgan (NYSE:JPM) edges close to 52-week…

Grantham Says SpaceX IPO May Be 'Craziest' Ever as AI Mania Builds

July 11, 2026, 3:50 PM EDT. Jeremy Grantham called SpaceX’s planned June IPO the “craziest” initial offering in history, citing the massive AI-driven growth hype around it. On Morningstar’s podcast, the investor called the deal a “landmark historical event” that could bring outsize gains, but warned it carries big risks if the excitement goes too far. Grantham pointed to Elon Musk’s ability to keep stock prices up despite dilution and brought up the greater fool theory as investors buy in at high values. He said the current valuation could make sense if AI hits its promised $1.7 trillion, but warned of serious downside if it falls short. Grantham said SpaceX’s IPO will likely be dissected for years and urged investors to be cautious as expectations keep climbing.

Legendary Investor Jeremy Grantham Calls S…

Kernwood Limited Cuts Black Diamond Stake With C$3.68M Sale

July 11, 2026, 3:49 PM EDT. Insider Kernwood Limited unloaded 192,000 shares of Black Diamond Group Limited (TSE:BDI) on July 8 at C$19.18 each, bringing in C$3.68 million. The move trims Kernwood’s position by 2.71% to 6.9 million shares, now worth about C$132.3 million. The insider has sold over C$6 million in shares recently. Black Diamond ended Friday’s session at C$18.98 with volume above its usual pace. The company provides modular and workforce housing in North America and Australia, holds a C$1.3 billion market cap, and trades at 38.73 times earnings. Last quarter, Black Diamond posted C$129.98 million in revenue and C$0.04 EPS. Analysts see EPS at 0.53 for the year. Debt and liquidity numbers suggest the company has moderate leverage and healthy short-term liquidity.

Black Diamond Group (TSE:BDI) Insider Sell…

Broadcom Market Cap Jumps $188B, Outpaces Apple's Gain on $30B Chip Deal

July 11, 2026, 3:48 PM EDT. Apple Inc. shares climbed 2.2% to $315.32 after signing a $30 billion chip deal with Broadcom Inc. Broadcom shares popped 11%, tacking on about $188 billion in market value, while Apple added $98 billion. The agreement gives Apple custom silicon and FBAR filters through 2031, locking in key parts as chip supplies remain tight. Broadcom locks in Apple as a top client for years, with some pegging Apple at about 20% of Broadcom’s revenue. The deal calls for more than 15 billion U.S.-produced chips and a $1.5 billion Broadcom spend in Colorado. Apple’s stock move was smaller, but Broadcom’s surge shows investors are betting on steadier supply and broader revenue, spanning consumer products and AI chips. For Apple, the near-term impact is mainly security over getting components, not higher profits right now.

Apple Stock Rose 2%, but Broadcom’s Market…

Nomura (TSE:9716) margins slump as Q1 net income slides, casting doubt on bullish case

July 11, 2026, 3:47 PM EDT. Nomura (TSE:9716) posted Q1 2027 revenue of ¥35.7 billion and basic EPS at ¥12.77, with net margin narrowing to 4.8% from 5.7% a year ago. Five-year compound earnings growth runs at 27.4%, but earnings have been jumpy lately. Trailing 12-month EPS sits at ¥67.52, and Q1 net income eased to ¥1,425 million. The shares trade on a 17.5x trailing P/E, above the 13.1x sector average, though still way under the discounted cash flow fair value of ¥2,595.82-implying about 54% undervaluation. Investors are left with uneven messages, as the earnings cut through recent optimism and raise old doubts on margins.

Nomura (TSE:9716) Stock Faces Margin Slip …

Creek & River (TSE:4763) Margins Up in Q1 But Analysts Still See Earnings Drop Ahead

July 11, 2026, 3:46 PM EDT. Creek & River (TSE:4763) posted Q1 2027 revenue of ¥17.0 billion, up from ¥13.8 billion last year, with basic EPS at ¥70.18 against ¥43.20 in Q1 2026. Trailing net margin improved to 7.1%, up from 4.5%, on trailing EPS of ¥218.09 and a 3.52% dividend yield. Even with margins up and earnings nearly doubling year-on-year, analysts are projecting earnings to fall by 1.8% per year for the next three years. Q1 net income came in at ¥1.49 billion, ahead of earlier quarters, though revenue was about steady, which cools hopes for keeping the same growth pace. Investors get a mixed picture on where Creek & River’s results go from here.

Creek & River (TSE:4763) Stock Faces Margi…

Kewpie (TSE:2809) beats on Q2 EPS as net margin slips

July 11, 2026, 3:45 PM EDT. Kewpie (TSE:2809) said Q2 2026 revenue hit ¥136.9 billion and basic EPS came in at ¥57.08, topping recent quarters. The trailing 12-month net margin dropped to 4.8% from 5.6%, showing pressure on profits. Net income for Q2 reached ¥7.8 billion, up sequentially. Some critics flagged the shrinking margin and a dip in recent earnings, with questions about profit quality. Bulls are looking past that, focusing on a 7.22% annual earnings growth forecast and better quarterly results. Shares trade at 24 times P/E, higher than industry average, putting the valuation between the current market price and DCF fair value. Margin trends will be in focus for the next reports.

Kewpie (TSE:2809) Stock Q2 EPS Beat Challe…

Coca-Cola (KO) Extends Market Cap Lead Over Pepsi to $172B as Earnings Loom

July 11, 2026, 3:44 PM EDT. Coca-Cola’s market cap rose to $360.2 billion this week, stretching its gap with PepsiCo to $172.1 billion. Coke shares edged down 0.8% but still outperformed Pepsi, which dropped 4.7%, and Keurig Dr Pepper, off 4.9%. The gap grew as Pepsi’s market value slid harder. Coca-Cola trades at a price-to-earnings ratio of 26.3, higher than Pepsi’s 18, pointing to bigger investor bets-and risk-heading into earnings. BofA Securities and J.P. Morgan kept Buy ratings on Coke with price targets pointing to 7.8% to 13.8% upside ahead. Investors watching Coke’s volume growth and margins as the July 28 earnings date approaches.

Coca-Cola’s $172B Advantage Over Pepsi Wid…

SK Hynix Raises $26.5B in Nasdaq Launch, Foreign Listing Record

July 11, 2026, 3:27 PM EDT. SK Hynix raised $26.5 billion with its Nasdaq debut, setting a record for the largest U.S. listing by a foreign company. The South Korean memory chip maker, until now traded only in Seoul, listed American Depositary Receipts (ADRs) to give U.S. investors access to the fast-growing AI memory market. Demand outpaced supply seven to one. ADRs priced at $149 were changing hands at nearly $170 soon after trading opened on July 10. SK Hynix controls 56.4% of the high-bandwidth memory market, driving a 630% stock jump over the past year on AI server demand.

SK Hynix's Nasdaq Debut Just Became the La…

Coca-Cola (KO) beats S&P 500 and Nasdaq-100 in 2026, dividend streak holds

July 11, 2026, 3:10 PM EDT. Coca-Cola NYSE:KO is up 19% for the year through July 8, ahead of the Nasdaq-100’s 16% gain and the S&P 500’s 9%. Coke put up 12% net revenue growth in Q1 2026 and kept a 35% operating margin despite inflation. The company forecasts 4-5% organic revenue growth and 8-9% higher earnings per share for the year, backed by $12.2 billion in free cash flow. Coca-Cola has now increased its dividend for 64 straight years. The current yield is 2.6%, one of the highest in the S&P 500. Cash flow looks solid and the payout streak continues, keeping Coke in focus for investors watching market swings.

Coca-Cola Is Crushing the S&P 500 and Nasd…

Ohio shuts down nearly a quarter of Washington County injection wells; Select Water facing scrutiny

July 11, 2026, 2:57 PM EDT. Ohio regulators stopped operations at four wastewater injection wells in Washington County earlier this week. The four sites, about 23.5% of the county’s waste injection total, include the Nichols No. 1-A well run by Select Water Solutions LLC NYSE:WTTR, a unit of Select Water Solutions Inc. The move follows earlier brine leaks in the area and has triggered worries about nearby producing wells. Washington County handles about 16,300 wastewater barrels per day, roughly 1.2% of Select Water’s quarterly business. Some uncertainty remains among locals over how much activity has truly paused. The shutdown keeps attention on disposal risks as environmental pressure continues.

Ohio waste injection halt hits 24% of Wash…

Trump Tells Military to Restart Iran Strikes; Markets React to Rising Tensions

July 11, 2026, 2:56 PM EDT. President Donald Trump said the U.S. is ending its ceasefire with Iran and ordered fresh strikes, sending a jolt of uncertainty through global markets. The move came July 10, 2026. Investors are watching geopolitical risks as they unfold. Stock price moves from July 8, 2026, reflect how markets traded before Trump’s announcement. Parkev Tatevosian, CFA, of The Motley Fool, said he holds no positions in the stocks mentioned, showing no personal stake. Volatility could increase as the conflict ramps up and investors rethink risk.

President Trump Delivers Massive News for …

China's Tianwen-2 Narrows Asteroid Track Error, Sends Space Stocks Up 29 Billion Yuan

July 11, 2026, 2:55 PM EDT. The Tianwen-2 probe cut its navigation error for Kamo’oalewa to about 1 km from over 100 km at a 20 km range. The update came as China logged its first reuse of an orbital-class rocket booster, marking a step forward in deep space navigation and rocket reusability. Shares of three Shanghai-listed space firms shot up 29.3 billion yuan Friday. Tianwen-2 plans a sample return in 2027, which could put China among just three countries to collect asteroid samples. The probe’s new autonomous navigation and control tech is meant to help with larger missions ahead, like bringing rocks back from Mars. China’s recent advances in space are adding pressure in global space competition.

Tianwen-2 Quasi-Moon Image Packs Kilometer…

Lockheed Martin (LMT) Drops 4% Even After $847M Laser Deal News

July 11, 2026, 2:54 PM EDT. Lockheed Martin NYSE:LMT shares fell 4% on the day, even as the company secured a U.S. Department of War laser contract worth up to $847 million. The up-front award is just about $42 million. nLIGHT Defense also got a Joint Laser Weapon System contract, starting at $44 million, sending nLIGHT shares up 27.3%. The contract is just 0.23% of Lockheed’s Q1 sales-nLIGHT’s piece made up 54.9% of its revenue. Lockheed’s deal covers building a 500-kilowatt transportable laser system designed to shoot down missiles and drones. Lockheed lagged Northrop Grumman and RTX, missing a lift in the broader market despite the contract win.

Lockheed Martin (NYSE:LMT) Drops 4% Even W…

Sneaker City, Hardee’s Franchisee Seek Chapter 11 as Fixed-Cost Debt Stacks Up

July 11, 2026, 2:37 PM EDT. Sneaker City Albany and Superior Star, which runs 59 Hardee’s spots, both filed for Chapter 11 with $9.31 million in fixed-cost debt from lease guarantees and seller financing still hanging over them. Sneaker City has $2.38 million in mall-related liabilities. Superior Star’s $7.04 million seller-finance fight accounts for most of its debt. Both are still operating but carrying expansion debt and old lease costs. The filings add to pressure from aging leases and debt as retail conditions shift. Landlord impact remains moderate per industry data. Nike ended the year with flat revenue but continued to see retail and digital sales under pressure.

Sneaker City, Hardee’s Franchisee Face $9.…

FCC greenlights Reflect Orbital's sunlight-reflecting test satellite, first step in 50,000-satellite plan

July 11, 2026, 2:36 PM EDT. The FCC has cleared Reflect Orbital to launch Earendil-1, a test satellite designed to reflect sunlight, as the company looks to ramp to 50,000 units by 2035. The license covers one satellite with UHF, S-band, and X-band radio, allowed at 625 km for two years, including up to a year in full operations plus deorbit. Reflect Orbital says it wants to launch Earendil-1 later this year, focusing on how bright it gets, pointing accuracy, and basic safety with the demo. The roadmap has them scaling from a handful of satellites per day in 2028 to close to 25 daily launches in the early 2030s. The FCC okay deals with the technical and regulatory part, but Reflect still faces cost, environmental, and demand questions. The company is still early stage and unlisted, and any bigger fleet will need new FCC sign-off.

FCC Signs Off on Reflect Orbital Space Mir…

Buybacks Near $1 Trillion as Insiders Keep Selling

July 11, 2026, 2:09 PM EDT. U.S. companies have rolled out almost $1 trillion in stock buybacks for the first half, with tech and financial stocks making up 68% of the total. But corporate insiders are mostly selling, not buying, as they exercise stock options rather than load up on shares. That suggests less faith in the outlook. Research shows buyback-heavy stretches usually don’t lead to outperformance-the data points to weaker returns when buybacks run high. Heavy insider selling during this buyback wave points to a more cautious view, pushing back on the usual bullish read on buybacks.

Corporate America is pumping $1 trillion i…

CIBC U.S. Equity Index ETF (CUEH:CA) flagged with mixed AI signals for July 2026

July 11, 2026, 2:08 PM EDT. AI-generated ratings on CIBC U.S. Equity Index ETF (CAD-Hedged) CUEH:CA are split as of July 11, 2026. The short-term signal is weak. Medium term is neutral, long term is strong. Suggested trades: buy at 26.78 CAD, set target at 27.58 CAD, stop loss at 26.65 CAD. On the flip side, shorting is called above 27.58 CAD, with a 26.78 CAD target and stop at 27.72 CAD. These recommendations line up key price levels for the ETF, which hedges U.S. stocks for Canadians against currency swings.

(CUEH) Strategic Market Analysis

Oil Swings in Q2 2026; Chevron, ExxonMobil Expect Higher Prices for H2

July 11, 2026, 2:07 PM EDT. Oil jumped and then dropped late in Q2 2026, as Middle East unrest and other market moves hit prices hard. Investors learned again how volatile oil can be-supply gluts, demand shifts, even the weather all weigh. Chevron and ExxonMobil both say the latest decline didn’t track fundamentals, pointing to dwindling reserves that need to be filled. The two giants see oil prices climbing again later this year, even as risk from conflict hangs on. Energy’s still key for global economies and can swing fast when supply looks shaky.

After a Big Surge, Crude Prices Cashed the…

CSL and QBE Stand Out as Dividend Picks for Yield-Focused Investors

July 11, 2026, 2:06 PM EDT. Income-focused investors looking for steady returns in the face of shaky inflation and softer bond yields have a few ASX names to weigh. CSL ASX:CSL, a global player in plasma therapies and vaccines, trades on a A$58.9 billion market cap. The company has faced margin pressure, a higher debt load and restructuring costs, but long-term investors still see value thanks to growth in earnings and what some call an undervalued share price. QBE Insurance Group ASX:QBE, with a A$38 billion market cap, draws in buyers with its global insurance offering and 18.5% return on equity. Both stocks are viewed by some as reliable for dividend cover and future growth, even as the market rides out changing policy and economic signals.

CSL Stock And 2 Australian Dividend Shares…

XRP Exchange Balances Disputed as Supply Data Clash; On-Chain Slump, Price Falls 5.2% This Week

July 11, 2026, 2:05 PM EDT. Claims that XRP’s exchange supply just fell to a 7-year low of 1.6 billion coins on some venues are at odds with broader numbers showing 15.68 billion XRP sitting across 22 exchanges-almost 10 times higher. That split clouds talk of a major outflow. On-chain demand is soft too. Daily active addresses slumped to 22,888, and new address growth is the lowest since November 2024, flagging slow network activity. U.S. spot ETFs now hold 964.5 million XRP, about 44.7% of the smaller supply count, but these ETF figures shift on their own regardless of exchange flows. XRP price is down 5.2% in the past week, lagging Bitcoin and Ether, as traders stay wary on mixed data and uncertainty in the U.S. Senate.

XRP Exchange Supply Drops to 7-Year Low, B…

AGNC Investment (AGNC) Sits 33% Over Book, Yields Nearly 13%

July 11, 2026, 2:04 PM EDT. AGNC Investment Corp NASDAQ:AGNC finished Friday at $11.13, putting its annualized yield at 12.9% on the same 12-cent monthly payout. But the stock trades at a 33% premium to tangible net book value, which was $8.38 at March 31-almost 23 months of dividends. Shares gained 1.2% despite higher Treasury yields, as buyers continue to pay up for agency mortgage REITs. AGNC raised $400 million in Q1 by selling more stock. Analysts keep watching Fed policy moves that shape AGNC’s repo funding costs and portfolio rates.

AGNC’s Yield Sits at 13%, but Shares Trade…

Nasdaq Climbs on AI Buying but Dow Loses Ground on Oil and Geopolitics

July 11, 2026, 1:53 PM EDT. This week’s action on Wall Street split direction with AI-fueled swings and fresh worries in oil. The Dow finished down 0.5% from its record 53,000 mark as U.S.-Iran headlines pressured energy. Chip stocks, central to the AI story, dumped hard after weak Samsung numbers and renewed talk about China’s AI chip push, sending the VanEck Semiconductor ETF off by almost 4%. But the Nasdaq added 1.74% on the week, and the S&P 500 tacked on 1.23%, both keeping their rally streak alive. Apple moved to extend its Broadcom supply deal, lifting Broadcom almost 5% on a $30 billion contract for U.S.-made chips, including AI server parts. Traders locked in some Arm Holdings profits as AI shares swung around, pointing to a bit more caution even as the AI sector keeps growing.

The volatile AI rally marched higher, but …

Home Depot (HD) Seen Trading Near Fair Value After Five Years of Gains

July 11, 2026, 1:52 PM EDT. Home Depot (HD) posted a 20.9% total return in five years but now sits close to its DCF intrinsic value, with the model estimating shares at $350-about 2% undervalued versus market. Long-run free cash flow is projected at $14.5 billion, but growth and valuation get a lower score (2/6), with worries about housing affordability, rates, and geopolitics weighing on outlook. HD dropped -4.8% over the last year as caution grew. The P/E comes in at 24.4x, pointing to a stock that’s not far off fair, and not cheap given the broad macro risks.

Home Depot (HD) Stock Looks Fairly Valued …

Proto Labs (PRLB) Adds Drone Capacity, Trades 2% Below Fair Value

July 11, 2026, 1:51 PM EDT. Proto Labs (PRLB) ramped up drone manufacturing with more CNC machining and new 3D printing as demand grows. Shares are up 21% over 90 days and almost 45% for the year. Total return hit 85% in 12 months. Still, the stock’s fair value is pegged at $75.67, about 2% higher than where it last closed at $74.40. Rising revenue per customer, up 11% from last year, and stronger cross-platform adoption, up 44%, are fueling growth. But the company relies heavily on Aerospace & Defense, and older services are under pressure. The stock trades at 68.7 times earnings, compared to a sector average of 26.5, raising valuation risk if the pace slows.

Proto Labs (PRLB) Could Be 2% Undervalued …

Crypto IPOs Lose Steam as Firms Eye New Strategies in Weak Market

July 11, 2026, 1:50 PM EDT. The crypto initial public offering (IPO) pipeline is backing up as market conditions stay soft, with most firms flagging access to capital as a bigger headache than regulation. Some in the industry point to a push for diversification-including moves by Kraken to branch out from trading-as companies look for ways to fit into public markets. Even with funding tight, blockchain technology keeps picking up in traditional finance, with players like Morgan Stanley, Nasdaq and the NYSE moving forward on blockchain-based infrastructure. Moves to speed up settlement and launch networks such as OpenUSD show the shift toward new market plumbing. Some experts expect blockchain infrastructure providers to do best over time, while single-asset crypto businesses are having a tougher time raising money.

Crypto IPO pipeline slows amid weak market…

S&P 500 up 1.2% on week, tech funds pull in $9.7B as investors look to earnings

July 11, 2026, 1:49 PM EDT. The S&P 500 gained 1.2% for the week and is closing back in on a record, with the Nasdaq Composite up 1.7%. The Dow and the Russell 2000 both slipped. Investors put $9.71 billion into tech sector funds, fueling a 39% jump in cash flowing into U.S. equity funds, which totaled $24.97 billion this week. Valuations are near 20 times forward earnings for the S&P 500, with Wall Street forecasting 24% profit growth for the second quarter. Meta Platforms rallied 14.8% on new AI chip plans. SK Hynix and other memory chip stocks traded higher after a big U.S. listing. Wall Street is waiting for inflation numbers and results from JPMorgan and Goldman Sachs. Trading volumes were thin, and market breadth ticked higher with investors showing caution before Tuesday’s open.

S&P 500 picks up 1.2% this week; tech sect…

ExxonMobil Q2 Profit Up $5 Billion, Stock Sheds $12 Billion Market Cap

July 11, 2026, 1:48 PM EDT. ExxonMobil Holdings saw second-quarter profit rise by $5 billion, thanks mostly to a $2.6 billion refining timing benefit and $1.6 billion more from upstream prices. Even with the stronger numbers, shares slid 2% to $138.88, erasing $11.6 billion in market value-more than twice the size of the earnings gain. The stock drop points to investor doubt over how reliable the upside is, with market cap set by longer-term cash flow hopes, not just one strong quarter. Chevron and Occidental Petroleum both did better than Exxon during the week as crude prices climbed. Adjusted numbers for Exxon shifted on accounting and timing, adding some near-term uncertainty to the company’s financial picture.

ExxonMobil posts $5B profit gain, shares s…

Clorox NYSE:CLX climbs 3.8% as yield tops 5%, payout ratio in focus

July 11, 2026, 1:47 PM EDT. Clorox NYSE:CLX jumped 3.8% to $96.56 on a 5.14% dividend yield, but with the payout ratio at 89% on adjusted earnings, questions about how long the dividend can last remain. Shares are still below the July 2 close and sit near the $97 analyst target. The stock runs at a trailing P/E of 15.7 versus Procter & Gamble’s 21.5, showing the market is cautious with sales expected to drop and margin concerns growing. Analysts hold a Hold call and a $102 target. Some investors see the yield as an edge over the 10-year U.S. Treasury at 4.562%, but the focus is on whether Clorox can keep paying out.

Clorox (NYSE:CLX) gains 3.8% in New York, …

Cocoa Drops as Ivory Coast Floods Market; Futures Liquidate

July 11, 2026, 1:43 PM EDT. Cocoa prices tumbled with heavy supply from the Ivory Coast bringing a wave of selling and futures liquidation. So far this marketing year, shipments hit 2.07 million metric tonnes (MMT), up 21% on the year, lifting ICE cocoa stocks close to a two-year peak at 3.15 million bags. Even as weather risks linger and Barry Callebaut reports a 5.7% sales lift, traders kept eyes on the growing pile of beans. Early talk points to a weaker 2026/27 crop with pods off 18%, while El Niño clouds the outlook. Nigeria’s May exports jumped 28%, adding to oversupply worries and hammering prices lately.

Robust Ivory Coast Cocoa Supplies Weigh on…

Dollar Index Rises as T-note Yields Gain and Middle East Fears Linger

July 11, 2026, 1:42 PM EDT. The dollar index bounced off a one-week low, adding 0.07% as higher U.S. Treasury note yields and safe-haven buying on Middle East worries gave support. Iran’s threats to hit back after U.S. strikes fueled the demand for dollars. Earlier, the dollar had slipped on reports of ongoing U.S.-Iran diplomatic talks. The euro was down 0.12%, with the stronger dollar and weak Italian factory output dragging it lower. The yen picked up, with USD/JPY down 0.42% after Japan’s June producer prices and pension fund investment comments. Gold and silver fell as stocks moved higher. Traders still see low chances of quick rate hikes from the Fed, ECB or BOJ, but geopolitical risks keep dollar demand steady.

Dollar Recovers as T-note Yields Rise

Crude slips as Trump points to U.S.-Iran talks; Supply keeps pressure on prices

July 11, 2026, 1:41 PM EDT. Oil fell Friday, with August WTI crude off 0.93% and August RBOB gasoline down 1.78%. Prices gained earlier after Iran promised to hit back for U.S. strikes, but dropped after President Trump said talks with Iran were ongoing. Pressure on crude has built as supplies climb. The UAE hit record output, and Russian exports stayed up even with attacks on its refineries by Ukraine. IEA and Bloomberg data keep showing supply growing. The U.S. move to revoke Iran oil waivers and worries about Persian Gulf routes added to the slide, leaving crude at a four-month low last week.

Crude Oil Prices Retreat as US-Iran Peace …

Live and Feeder Cattle Futures Slide Ahead of Weekend

July 11, 2026, 1:40 PM EDT. Live cattle futures lost $2 to $2.30 through Friday’s close, with October giving up $6 this week. Feeder cattle fell $4.82 to $7.25, while September was off $9.42. The CME Feeder Cattle Index ticked down 40 cents to $363.08 as of Sept. 11. Boxed beef prices also slipped: Choice down 75 cents to $400.04, Select off $1.51 to $378.44. Federally inspected cattle slaughter is at 561,000 head, nearly 63,000 short of last year. Speculators added a bit to net long live cattle bets but pulled back on feeder cattle. The cattle market stayed on the defensive into the weekend.

Cattle Fall Lower into the Weekend

Lean Hog Futures Mixed; August Gains, Pork Cutout Jumps on Belly Strength

July 11, 2026, 1:39 PM EDT. Lean hog futures finished mixed, swinging from a 67 cent drop to an 85 cent rise. August picked up 25 cents for the week. The USDA put the national base price $1.25 higher at $98.30, with the CME Lean Hog Index up 37 cents to $92.35. Managed money added to net shorts, up 1,635 at 29,002 contracts as of July 7. Pork carcass cutout value advanced $2.53 to $101.34 on USDA figures, helped by an $8.45 jump in bellies. Federally inspected hog slaughter hit 2.369 million for the week, up 395,000 from the previous week after the holiday, and 29,253 more than a year ago. July and August hogs settled higher, but October was down.

Hogs Closed Mixed on Friday, as Pork Sees …

Sugar Slips as Crude Oil Drops and Supply Outlook Grows

July 11, 2026, 1:38 PM EDT. March New York world sugar lost 0.20% and March London white sugar eased 0.33% after crude oil fell to a 4.75-year low. Cheaper crude is making ethanol production less appealing, so mills are pushing more cane toward sugar, lifting global supply. India’s sugar production jumped 28% from last year. Brazil’s 2025/26 forecast moved up to 45 million metric tons. The International Sugar Organization (ISO) now sees a global sugar surplus coming in 2025-26, up 3.2% to 181.8 million metric tons. India trimmed its sugar export quota to 1.5 MMT, but bigger output in India and Brazil is still keeping pressure on prices. Sugar markets look bearish near term on higher supply.

Sugar Prices Undercut by Weakness in Crude…

Corn Futures Up After USDA Cuts U.S., Global Stock Outlook in WASDE

July 11, 2026, 1:37 PM EDT. Corn futures picked up 6 to 8 cents Friday, following the USDA WASDE report that showed U.S. corn stocks for 2025/26 down 125 million bushels to 2.02 billion. The report cited more feed use and higher exports, even as ethanol demand slipped. The new crop carryout also slipped further than analysts expected, now at 1.79 billion bushels. Global corn stocks were reduced nearly 6 million metric tons to 275.26 million, on cuts in the U.S., China and EU. Argentina’s corn production forecast was bumped up 2 million tons to 63 million. July corn futures last traded up 6 3/4 cents at $4.34 1/2, as traders adjusted to a tighter supply view.

Corn Rallying Out of Bull Friendly USDA Re…

Sugar Drops to Multi-Week Lows as Oil Slips and Output Outlook Shifts

July 11, 2026, 1:36 PM EDT. Sugar prices slid on Friday, with New York world sugar losing 1.59% and London ICE white sugar off 2.40%. Crude oil fell 1%, lowering ethanol prices and pushing mills to make more sugar, upping supplies. India’s stronger monsoon forecast eased worries over sugarcane yields from the world’s second-biggest grower. Funds are holding record-long positions in London sugar, feeding volatility. Brazil’s sugar output is down 2% from last year as more cane went to ethanol when oil was higher. Weather threats remain with El Niño still a risk for supplies out of Brazil, India and Thailand.

Crude Oil Weakness Spurs a Slump in Sugar …

Cotton Futures Rise Even as USDA Lifts Production Estimate

July 11, 2026, 1:35 PM EDT. Cotton futures climbed 45 to 99 points Friday and wrapped up the week 442 points higher, shrugging off a bigger crop outlook from the USDA’s latest WASDE. USDA bumped new crop cotton stocks up 400,000 bales to 4.1 million, citing larger acreage reported by NASS. Managed money traders lifted net long positions by 7,121 contracts to 39,106 for the week to Tuesday, CFTC data showed. ICE certified stocks dropped by 26,320 bales on decertification. The Cotlook A Index slipped 50 points to 89.75 cents/lb, while the Adjusted World Price picked up 92 points to 62.86 cents/lb.

Cotton Posts Friday Strength Despite Produ…

Soybeans Jump After USDA Cuts Stocks, Lifts Exports in WASDE Report

July 11, 2026, 1:34 PM EDT. Soybeans jumped Friday, up 10 to 13 ½ cents, after the USDA’s WASDE report showed U.S. soybean stocks for 2025/26 down 10 million bushels on higher exports. Exports rose by 10 million bushels, keeping new crop U.S. stocks steady with higher output and shipments. South American soybean output was unchanged, but global new crop carryout dropped 0.71 million metric tons as Brazil’s exports increased. July and August 2026 soybean futures added between 4 3/4 and 13 1/2 cents. Soymeal and bean oil futures also gained. The USDA said 264,000 metric tons of 2026/27 U.S. soybeans were sold to China.

Soybeans Posting Friday Rally as USDA Show…

Cotton Futures Rise After USDA Lifts Crop Outlook

July 11, 2026, 1:33 PM EDT. Cotton futures jumped midday Friday, up 40 to 58 points for most contracts after the USDA’s WASDE report held old crop stocks at 4.2 million bales and boosted the new crop figure by 400,000 bales to 4.1 million. The agency cited higher production, now projected at 13.7 million bales. The Oct 26 contract gained 43 points to 79.36 cents per pound. Dec 26 and Mar 27 contracts were up 54 and 58 points. Crude oil slipped $1.00 and the dollar index edged down 0.066, but cotton demand stayed strong. ICE certified stocks shrunk by 26,320 bales on July 9, creating tighter supplies. The Adjusted World Price picked up 92 points Thursday to 62.86 cents/lb.

Cotton Posting Friday Midday Gains

Wheat Futures Jump on Reports Russia May Slow Exports

July 11, 2026, 1:32 PM EDT. Wheat futures climbed on Friday, with Chicago SRW wheat up 19 to 23.5 cents by midday. Traders responded to reports Russia could limit wheat exports from the Sea of Azov, a route that handles close to a quarter of Russian shipments. USDA numbers put total U.S. wheat output a bit lower at 1.536 billion bushels and winter wheat came in under expectations. World wheat stocks dropped by 2.78 million metric tons, mostly from lower supplies in the U.S., Argentina, Canada, and the EU. French crop ratings slipped as harvests moved forward. Kansas City HRW wheat and Minneapolis spring wheat futures added gains on the supply concerns and ongoing geopolitical risks.

Wheat Rallying on Friday with Russian Rumo…

Wheat Futures Jump as Russian Exports Tighten, USDA Trims Supply

July 11, 2026, 1:31 PM EDT. Wheat futures posted strong gains Friday, with Chicago SRW contracts climbing 15 ¼ to 20 ¾ cents, KC HRW up 17 ¾ to 22 cents, and MPLS spring wheat adding 11 ½ to 14 ¼ cents. Russia’s move to restrict exports from the Don-Azov channel, a route handling about a quarter of its wheat trade, fueled the rally. The USDA cut U.S. all-wheat output in its WASDE report by 7 million bushels and lowered global stocks by 2.78 million metric tons on reduced supply from the U.S., Argentina, Canada, and EU. Fund activity showed managed money easing CBOT wheat shorts while adding long positions in KC wheat. In France, crop ratings slipped to 65% good/excellent and harvest reached 29%. The September 2026 CBOT Wheat contract ended at $6.40 1/4, up 20 1/2 cents.

Wheat Leads the Grains Rally on Friday

Soybeans Close Higher on USDA Supply, China Buys

July 11, 2026, 1:30 PM EDT. Soybeans climbed Friday. September contracts added 16 3/4 cents, up 55 1/2 cents for the week. USDA cut 2025/26 U.S. soybean ending stocks by 10 million bushels on higher exports. Private Chinese buyers booked 264,000 metric tons for 2026/27. Soymeal and soy oil futures traded higher. Managed money boosted net longs by 37,479 contracts in early July. Rains look mixed, with dryness sticking around the western belt. World carryout dipped as Brazil’s export number went up 0.5 million metric tons. Prices firmed on the new demand and smaller supplies.

Soybeans Posts Friday Strength as USDA Sho…

Akins Sees Lagging Tech Groups Ripe for Second-Half Rally

July 11, 2026, 1:17 PM EDT. Mike Akins, co-founder at ETF Action, told investors to look at software, cloud computing, and disruptive tech stocks for the rest of the year. These pockets, especially mid and small-caps, have pulled back from their peaks and could see a turnaround as earnings and multiples improve. He pointed to the ‘Magnificent Seven’-Nvidia, Microsoft, Alphabet, Amazon, Meta, Apple, Tesla-as potential catch-up trades after a slow first half. Fresh outperformance versus the Nasdaq-100 is getting attention. Small caps, tracked by the Russell 2000, have already climbed nearly 20% in 2024, beating the S&P 500’s 11% move and hinting at more upside through year-end.

These underperforming trades could yield b…

AI Rebrand Pops Fade Fast, FT Finds

July 11, 2026, 1:16 PM EDT. The Financial Times looked at companies that switched to an AI focus and found they usually can’t hold onto the valuation gains that come right after the move. Shares often jump on rebrand news, but most of these stocks lose steam as time goes on. Investors aren’t convinced the AI pivot brings lasting growth or better numbers.

How AI rebrands fail to deliver a lasting …

3M (MMM) adds $1.1B as earnings outlook improves ahead of Q2

July 11, 2026, 1:14 PM EDT. 3M Co (MMM) shares jumped 1.4% to $157.52 on Friday, lifting its market cap by about $1.1 billion. The move came even as the company faces ongoing legal pressure tied to a New York lawsuit over PFAS chemicals. Sell-side analysts bumped their 2026 adjusted EPS estimate to $8.73 from $8.66, just above the company’s outlook of $8.50 to $8.70. The Q2 EPS call is now at $2.25, with the earnings report due July 21. The stock fell 1.8% for the week, trailing the S&P 500, but the analyst price target median stands at $178, roughly 13% above Friday’s close. Q1 EPS was up 14%, though cash is lower because of buybacks, dividends and legal payouts.

3M (MMM) Shares Rose $1.1 Billion on Frida…

Okuma (TSE:6103) wraps buyback, valuation premium draws debate

July 11, 2026, 1:04 PM EDT. Okuma (TSE:6103) has completed a 1.8 million share repurchase, or 3% of shares, for ¥7.36 billion since December 2025. The buyback followed sharp gains: shares are up 25.43% over 30 days and 39.56% year-to-date as momentum picked up in machine tool and automation stocks. Okuma trades at a 23.8x P/E, running ahead of the 16.9x peer average and the 14.5x for Japan’s machinery group, stoking talk the stock looks pricey. Still, a DCF model pegs fair value 8.6% above the current price, at ¥5,555.58. The premium faces scrutiny if earnings miss or sector mood shifts, and some traders are questioning how long the valuation can hold.

Okuma (TSE:6103) Completed Its Buyback, Is…

Interfor (TSX:IFP) Fair Value Set Lower at CA$12.75 as Analysts Split on Stock

July 11, 2026, 1:03 PM EDT. Interfor’s (TSX:IFP) fair value estimate dropped to CA$12.75 from CA$15.00 after recent production data and new analyst calls. Price targets from analysts now sit between CA$10.00 and CA$10.50, with most sticking to Hold or Neutral views. CIBC nudged its target up to CA$10.50, but still kept its stance neutral. TD Securities went the other way, trimming its target to CA$10 and sticking with Hold, pointing to limited upside. Raymond James also cut its view, citing valuation questions. The updated model now assumes 6.83% revenue growth and a bigger jump in net margin to 12.79%, but the price-to-earnings ratio assumption dropped to 3.06x. The outlook has risks and shifting stories, and investors are watching developments.

Interfor (TSX:IFP) Stock Sees Fair Value C…

Grab Rallies Even as Short Interest Climbs Ahead of Q2 Results

July 11, 2026, 1:02 PM EDT. Grab Holdings short interest increased 4.8% to 253.1 million shares as of June 30, with more bearish positioning going into the company’s Q2 earnings set for August 3. Still, shares rose 8.7% between June 15 and June 30, ending at $3.93 on Friday. Shorts now control about $995 million in value, with the days-to-cover at 4.4. Grab’s ongoing $250 million accelerated share buyback may put some pressure on shorts. The company posted a 24% jump in Q1 revenue and raised 2026 outlook earlier. Upcoming Q2 numbers will also include results from PT Super Bank Indonesia, which Grab acquired.

Grab Stock Gains While Short Sellers Raise…

SSE, Centrica gain on higher electricity use from AI data centers

July 11, 2026, 1:01 PM EDT. AI data centers are pushing up electricity use, opening the door for utility names like SSE and Centrica. SSE, valued at £29.3 billion, runs wind, hydro, thermal plants, plus grid networks for 4 million customers in the UK and Ireland. Dividend yield is low and cash flow coverage is thin, but big infrastructure projects tied to AI power needs could lift sales. Centrica, with a £7.7 billion cap and known for British Gas, works retail, trading and low carbon infrastructure. Both stocks still face risk from utility rate hikes, inflation pressure on rates and funding costs. Investors need to watch for regulator moves, balance sheet health, and how these companies execute as AI ramps up energy demand.

SSE Stock And 2 Utility Names Riding AI Po…

Realty Income Dividend Premium Over Treasuries Remains Tight at 58 Basis Points

July 11, 2026, 1:00 PM EDT. Realty Income NYSE:O finished July 10 at $63.31, giving a 5.14% yield-just 58 basis points more than the 10-year Treasury’s 4.56%. The REIT’s margin over government debt stays slim. Realty Income runs a net-lease model, collecting steady rent while tenants handle insurance, taxes, and upkeep. The company is moving into data centers, putting $1.4 billion into a 45% share of facilities leased to major cloud clients. Q1 deal returns hit 7.1%. That’s well above Treasuries but the basic dividend gap is still narrow. NNN REIT’s yield is about the same as Realty Income, while Agree Realty’s trails the Treasury note. Rate moves will likely drive the stock until the Aug. 5 results.

Realty Income’s 5.1% Yield Trades Only 58 …

Fervo Energy Tops Ormat at $8 Billion Valuation, Faces $1 Billion Plant Cost Hurdle

July 11, 2026, 12:59 PM EDT. Fervo Energy NASDAQ:FRVO ended at $27.13, giving the geothermal firm a roughly $8 billion market cap and putting it ahead of Ormat Technologies NYSE:ORA, now at $6.8 billion. That valuation bets on Fervo’s 21-day drilling milestone to prove it can drop plant costs and lock in steady power sales. Fervo’s stock slipped 2.4% during a choppy week. Its figure includes $2.2 billion from the May IPO raising funds for new projects. Ormat still reports much higher numbers-$404 million in Q1 revenue and $44 million net income, compared to Fervo’s $61,000 top line and a $31.8 million loss-but trades at a discount. Fervo is trying to cut capital costs from $7,000/kW as of March to $5,500/kW in Phase II, looking longer term for $3,000/kW, a $1 billion cost cut still to achieve.

Fervo’s $8 Billion Stock Value Tops Ormat …

Timing Social Security: Delaying Benefits or Tapping Savings?

July 11, 2026, 12:58 PM EDT. Choosing when to start Social Security often means weighing whether to take benefits early or hold off and spend savings first. Starting payments sooner gets money in the door, but monthly checks are smaller. Some experts argue using savings early and waiting on Social Security can let portfolios grow longer, which might mean higher total income over time. The best call depends on goals, account size, and health outlook. Compounding-when investments earn returns on past gains-also plays a role in the math. Every piece matters for retirement decisions.

Is it better to spend my savings now so I …

SpaceX $2T IPO Draws Warnings on Insider Sales, Lofty Price

July 11, 2026, 12:43 PM EDT. SpaceX’s planned IPO at a $2 trillion valuation is coming under fire as analysts point to a price that may not hold up in the market. Concerns focus on coming lockup expirations, which would let insiders dump shares and could spark heavy selling. Expected revenue from SpaceX’s AI projects is still years off, leaving investors hesitant. Some say all this could set up one of the biggest IPO selloffs ever if SpaceX goes public soon.

SpaceX: The Biggest Selloff In IPO History…

Mattel (MAT) Edges Up as Goldman, Citi Cut Targets; 5% Buyback Loops In

July 11, 2026, 12:42 PM EDT. Mattel NASDAQ:MAT shares finished up 1.1% at $13.33 even after Goldman Sachs and Citi both cut their price targets. Goldman took Mattel down to Sell and set a $12 target, saying operational complexity and a tough toy sector are weighing. Citi kept their Hold, but they trimmed the target to $15. The stock is trading around 10 times 2026 EPS estimates, with the midpoint at $1.33. Mattel had already bought back $200 million of its own stock by March, and has a $400 million buyback aimed for 2026, possibly taking out 5% of shares. First-quarter sales were up 4%, but margins fell 450 basis points. Operating cash flow went negative and the cash pile dropped. Mattel is still calling for full-year guidance to hold, but risks from tariffs, inflation and industry pressure remain.

Mattel (NASDAQ:MAT) Steady After Two Analy…

BlackRock IQQ ETF Starts Trading, Tracking Nasdaq

July 11, 2026, 12:37 PM EDT. BlackRock’s IQQ ETF is now trading, tracking the Nasdaq index. The fund aims to draw investors looking for exposure to Nasdaq-listed names and more tech in their portfolios. It targets investors after growth in tech and innovation. Market watchers are weighing if IQQ fits with other Nasdaq funds, focusing on costs, trading volume, and strategy. The ETF enters an already crowded slate of tech-focused exchange-traded funds.

The New IQQ ETF Just Started Trading. How …

Kirby (KEX) Jumps 5.7% as Investors Debate Valuation

July 11, 2026, 12:36 PM EDT. Kirby (KEX) climbed 5.7% to $141.51 on July 8, 2026, with investors zeroing in on what the stock is worth. Shares trade below a named fair value of $166.33, a 13.6% gap, as revenue rises and charter rates benefit from tight industry supply. Still, insider sales and a 21.4x P/E against the industry’s 12.3x have some questioning whether expectations are too high. The company’s reliance on the US petrochemical sector and higher costs add pressure on margins and earnings. The stock has gained 28.46% this year, up 150.92% in five years. The market is left weighing growth hopes against valuation risk and sector headwinds.

Kirby (KEX) Jumps 5.7% As Its Valuation De…

Whirlpool (WHR) Rallies 7.6% After Debt Move and Coupon Payment News

July 11, 2026, 12:35 PM EDT. Whirlpool shares climbed 7.6% to $40.72 on July 10, a move adding $171 million to market cap after the company confirmed plans for a $153.75 million annual coupon tied to $2 billion in new secured notes from June. The fresh bonds roll over earlier 2026-27 debt at lower coupons plus some revolver borrowing. Whirlpool is pushing for over $900 million in debt cutbacks and targets $300 million free cash flow in 2026, after slashing its dividend. The company says it wants to convert recent price increases into cash as higher appliance prices kicked in July 9, following a 10% promotion hike. Domestic manufacturing gives Whirlpool some insulation against tariffs on imports, but the CEO and VP said higher input costs and uncertain demand could hit results. SPDR S&P Homebuilders ETF slid 3.5% this week while Whirlpool is up 6.9% so far, bucking weakness in the housing-linked names.

Whirlpool Shares Rise 7.6% as Investors We…

Stocks Rise as Congress Heads Into Summer Recess on Lower Regulatory Risk

July 11, 2026, 12:34 PM EDT. Stocks often gain when Congress leaves for its summer recess, with market analysts pointing to less regulatory uncertainty. Legislative sessions can bring swings as policy debates hit businesses and the economy. When lawmakers break, investors see more clarity and markets tend to steady. Political activity around regulation can jolt stock prices, and active sessions may prompt bigger moves.

Stocks rally when Congress goes on summer …

Next Global Crisis May Top Dot-Com Bust, Analysts Say

July 11, 2026, 12:32 PM EDT. Analysts are warning the next global financial crisis could hit harder than the dot-com crash, maybe four times as bad. The dot-com bust wiped out $5 trillion. This time, experts see even bigger disruptions ahead, pointing to heavier debt loads and more complex markets. They say markets look vulnerable and investors should watch risks as events unfold.

The dot-com crash was a $5 trillion blip. …

Ethical Investing Can Clash With Retirement Plan Needs

July 11, 2026, 12:31 PM EDT. Investors are looking to match their portfolios with their ethical values, but most retirement plans are set up to focus on financial returns first. That can create real tension. Experts warn socially responsible investing could mean less diversification and might dampen returns. Analysts say anyone weighing moral preferences against retirement goals needs a concrete plan and honest expectations. Fitting values-based investing into a retirement plan isn’t easy if you still want steady retirement income.

You want a portfolio that matches your mor…

AI Data Workers Want Cut as Tech Giants Keep Profits

July 11, 2026, 12:28 PM EDT. Those feeding data into AI systems power much of the sector’s growth, but tech giants are keeping the profits, prompting renewed calls to split the gains. Supporters say people providing the raw data should get a share of the upside, not just access to final products. As AI reaches more sectors, tensions over business models and rights to AI-driven returns are rising. The arguments are putting fresh focus on whether data providers can claim a piece of the value as Big Tech keeps getting bigger.

Your data built the AI boom — but Big Tech…

Morgan Stanley Warns on $1.2 Trillion AI Capex Threat to Market Rally

July 11, 2026, 12:27 PM EDT. Morgan Stanley is warning about a $1.2 trillion risk that could hit the ongoing stock market rally, pointing to Big Tech’s heavy AI capex plans. The firm projects AI investment will jump from $800 billion in 2026 to $1.2 trillion by 2027, benefiting chips, data centers and cloud stocks. But a slowdown in spending could put pressure on AI-linked leaders. While there’s still a bullish tone, the rally looks at risk from weak results, Fed moves or geopolitical hits. Analysts see S&P 500 earnings up strong, especially in tech, calling for 23.3% growth in Information Technology for Q2 2026, with names like Nvidia and Apple driving that. Wall Street targets for the S&P 500 are as high as 8,300, but those figures factor in some caution on AI spending sticking around.

Morgan Stanley says stock market rally fac…

Financial Literacy Scores in U.S. Drop to Decade Low, Just 5% Pass Latest Test

July 11, 2026, 12:11 PM EDT. Just 5% of U.S. adults got all eight questions right on a new financial literacy test, the lowest rate in ten years. Fewer Americans understand key concepts like interest rates, inflation and diversification. The drop is raising concerns about money habits and the pressure on bank accounts. Experts say better knowledge is becoming more important with the economy still uncertain.

Only 5% of U.S. adults can ace this 8-ques…

Empery Digital Cuts Bitcoin Stack, Funds Midwest AI Bet

July 11, 2026, 11:59 AM EDT. Empery Digital unloaded 1,400 bitcoin at $62,200 for $87.1 million. The digital asset firm, tied to the 2025 SPAC run, now keeps 1,514 bitcoin and has paused more buys. Part of the cash-$65 million-is backing a group building an AI data center out of a Midwest site. The sale lines up with moves by other digital asset companies dumping coins as shares slip. “We’re aiming capital at hyperscaler-anchored plays now,” said Co-CEO Ryan Lane, shifting focus from digital asset piles to new bets.

Bitcoin treasury company Empery Digital so…

Synopsys (SNPS) Could Hit $1,100 by 2030 as AI Chip Demand Grows, Analysts Say

July 11, 2026, 11:58 AM EDT. Synopsys NASDAQ:SNPS is navigating a tough market even after posting 42% revenue growth year-over-year in Q2 FY2026 and hiking its guidance to $14.76 non-GAAP EPS. Shares are down 19.53% over the last year, hurt by lower GAAP net income tied to heavy costs from the Ansys buyout. Wall Street sees the stock heading for a 27% upside with a $563.74 consensus target. A bullish forecast points to $1,000 a share by 2030, citing stronger AI chip demand and possible synergies. Getting to $1,100 would also need sustained mid-teens earnings growth and a bigger PE multiple. Design IP weakness and margin pressure remain risks, but management’s push into AI bets on a stronger strategic position for Synopsys.

Price Prediction: Synopsys Stock Will Be W…

Freedom Fuel's Price Hike Lags Behind Wholesale Surge, Leaving $286,000 Monthly Gap

July 11, 2026, 11:57 AM EDT. Freedom Fuel Network lifted retail gas prices to $3.57 a gallon in Bristol, but that’s still short of matching the 14-cent jump in wholesale costs. The spread now stands at 21 cents per gallon. Despite saying sales rose more than 50% across 25 sites, Freedom Fuel’s increase isn’t enough to cover costs. The company faces a monthly loss near $286,000 on 68,000 gallons per location. If sales keep climbing, losses could top $428,000 a month. Crude prices are up-West Texas Intermediate closed at $71.41-and U.S. gas inventories remain tight, pushing wholesale prices higher. Analysts point out that chains like Casey’s and Murphy USA are holding gross margins in the 25-to-43 cent range, putting more pricing stress on Freedom Fuel as energy markets stay volatile.

Trump’s Freedom Fuel Price Move May Not Co…

Russia Diesel Ban Pulls 583,000 Bpd From Global Market; U.S. Distillate Inventories Slip

July 11, 2026, 11:55 AM EDT. Russia’s diesel and gasoil shipments sank 71% to 234,000 bpd from July 1-10, falling 583,000 bpd below 2025 averages, which cut about 35% of weekly U.S. distillate export volumes from the market and added pressure to global supply. U.S. distillate stocks fell by 5 million barrels last week with Moscow’s ban in place until July 31. European diesel margins jumped to a record $60.17 per barrel. Attacks on Russian refineries by Ukraine and other geopolitical risks have hit output. Brent ended the week up 5.5% at $76.01. Even with a 4.1 million bpd gain in total oil supply for June, refined product flows are lagging, lifting diesel crack spreads.

Russia diesel export ban leaves market sho…

Ingram Micro Holding Up 13%, Lags on Sales but AI Hopes Lift Stock

July 11, 2026, 11:42 AM EDT. Ingram Micro Holding (INGM) shares have climbed 13.29% this week, even as the business posts flat sales over five years and sees earnings per share fall. Free cash flow margins stay low. Still, the stock is up 41.62% over the year, with traders betting on AI infrastructure demand. INGM trades at $29.06, about 8.7% shy of the projected fair value at $31.85, tied to future revenue and hopes for stronger profits from AI enterprise deals. But there are risks-thin margins on GPU and server hardware and big working capital needs. Those thinking about buying should look at these items carefully.

Ingram Micro Holding (INGM) Could Be 9% Un…

Forbright (FRBT) Trades Below Peers as Earnings Jump, Analysts See More Upside

July 11, 2026, 11:41 AM EDT. Forbright (FRBT) dipped 0.1% on the day but is up 7.7% for the week, changing hands at $20.19. The bank’s P/E is 11.3x, lower than both peers at 12.9x and the industry at 12.1x. Earnings are up 62.7% year-over-year while revenue climbed 14.5%. Net margin rose to 28.1% from 20.3%. Analysts project annual earnings growth of 29.23%, beating the US market’s 18.2%. Shares trade about 50% below some analysts’ fair value calls, leaving room for those reassessing Forbright’s growth and risk story on strong numbers.

Is Forbright (FRBT) A Bargain Or Are Its S…

SK Hynix Pops 13% on Nasdaq Debut, Sits 15.5% Over Seoul Price

July 11, 2026, 11:40 AM EDT. SK Hynix Inc. jumped 12.8% to $168.01 in its Nasdaq debut, clearing the $149 offer and setting up a 15.5% premium over its Seoul shares, adjusted for the exchange rate. The company pulled in about $26.5 billion from selling 177.9 million American Depositary Shares (ADS), with demand outpacing supply by more than seven times. Trading stayed heavy after the opening, with 106 million ADS moving-more than what traded in Seoul. Analysts pointed to tight supply and said depositary restrictions will keep arbitrage limited for now, keeping the gap wide. CEO Kwak Noh-jung flagged supply issues for the sector into 2027, but SK Hynix remains a top player in high-bandwidth memory chips and stands to benefit from Nvidia’s AI hardware push. The Nasdaq premium holds on investor bets for rising valuation in a tough chip market.

SK Hynix Pops 13% on First Nasdaq Trade—At…

NextEra-Dominion Merger Spread Tightens to 2.1% as Earnings Loom

July 11, 2026, 11:39 AM EDT. The spread on NextEra Energy’s bid for Dominion Energy is down to 2.14% with both stocks moving ahead of NextEra’s July 24 earnings, its first since the deal was announced. The deal terms call for 0.8138 NextEra shares for each Dominion share, leaving the spread exposed to NextEra’s stock moves. Utilities stayed steady with Treasury yields higher. The merger still needs several sign-offs and carries a $360 million cash pool for Dominion investors. NextEra is guiding for 2026 adjusted EPS in a $3.92-$4.02 range after beating on first-quarter EPS at $1.09.

NextEra-Dominion Deal Spread Tightens to 2…

Berkshire Hathaway Lags S&P 500 by 12 Points in 2026 So Far

July 11, 2026, 11:12 AM EDT. Berkshire Hathaway’s B shares are down 1.8% this year, missing the S&P 500’s 10.7% gain. The gap is 12.4 percentage points at mid-2026. With dividends, the S&P 500 leads by 13.1 points. Berkshire had a solid June, clawing back some ground, but Q2 growth a little above 3% trailed far behind the S&P’s 16% run, fueled by tech. Berkshire also came up short last year, underperforming by 5.5 points, not counting dividends. Greg Abel and Ted Weschler were seen at Sun Valley, keeping Berkshire in the mix at major investor events. Warren Buffett, a fixture in past years, skipped the event but still moves markets with his comments.

Berkshire Hathaway gains ground, but still…

Wall Street Eyes JPMorgan, Goldman, TSMC, ASML as Earnings Season Starts

July 11, 2026, 11:11 AM EDT. Traders are set for a big week as JPMorgan and Goldman Sachs report alongside chip firms Taiwan Semiconductor (TSMC) and ASML, marking the start of Q2 earnings. Investors will watch the numbers for clues on the economy and tech. Results from these names could shape market moves with uncertainty in focus.

Stock Market Week Ahead: Watching Big Bank…

S&P 500 Hits 5-Week High as US-Iran Worries Fade, Indexes Climb

July 11, 2026, 11:10 AM EDT. U.S. stock indexes finished up Friday, with the S&P 500 gaining 0.42% and hitting its highest level in five weeks as investors reacted to signs of easing U.S.-Iran tensions. The Dow rose 0.29%, and the Nasdaq 100 was up 0.33%. South Korea’s SK Hynix jumped 12% after starting to trade on Nasdaq. Crude oil slid about 1% after comments from U.S. officials on continued peace talks with Iran, even as recent tensions persisted. The risk-off backdrop improved sentiment before what is expected to be a strong Q2 earnings run, with profits seen up 23%, led by AI infrastructure names. S&P and Nasdaq futures posted small gains. Overseas, Japan gained 1.2%, but shares fell in Europe and China. Odds for a 25-basis-point Fed hike at the next FOMC meeting sit at 32%.

Stock Indexes Settle Higher as Geopolitica…

Indian Railways Sets Aside ₹381 Crore for New Tech, More Than Half Earmarked for Kavach

July 11, 2026, 11:09 AM EDT. Indian Railways is spending ₹381 crore on two big projects, putting ₹206 crore-over half-into Kavach, an automatic safety system that stops trains to prevent signal overruns. That’s set for 680 route km, costing ₹30.3 lakh per km. The other ₹175 crore will expand electric locomotive maintenance in Raipur for 250 engines. Including three recent approvals, Kavach now covers 2,720 route km, with the weighted average cost at ₹30 lakh per km, though the price differs by zone. The Central Railway put Kavach in service on the Solapur-Wadi section and tested its RFID and SOS systems. Stocks tied to the Kavach rollout moved both ways after the update, as the market weighed variable timelines and sentiment.

Indian Railways okays ₹381 crore for rail …

Most U.S. Small-Business Owners Plan to Retire by 2034, Raising Job Loss Fears

July 11, 2026, 11:07 AM EDT. Most U.S. small-business owners expect to retire in the next ten years, a shift that could cost jobs and wipe out key experience in the sector. Experts say closures tied to these retirements may hit local economies hard, putting jobs at risk. Economists are calling for steps now to keep small firms running and limit damage to the broader economy.

‘An American tragedy’ in the making: The m…

Nvidia Sticks to $91 Billion Target as Kyber Delay Worries Linger

July 11, 2026, 10:58 AM EDT. Nvidia is keeping its $91 billion revenue goal even as talk of Kyber project delays swirls. Management signaled confidence in hitting the target, saying the outlook is steady. NVDA stock is in focus as traders weigh unconfirmed Kyber concerns, but top brass say the company can handle bumps in the road.

The Market Still Underestimates Nvidia's N…

Orla Mining TSX:OLA Still Seen 57% Undervalued as 2026 Output Target Repeated

July 11, 2026, 10:57 AM EDT. Orla Mining TSX:OLA posted Q2 gold production of 88,265 ounces and kept its 2026 production target at 340,000-360,000 ounces, with AISC expected between $1,550 and $1,750 an ounce. Shares have slid 7.45% in a week and 44.88% in 90 days, but the five-year total return sits at 207.59%. Analysts see revenue rising at 16.8% a year for three years and margin gains from 19.5% to 55.5%, supporting a fair value of CA$31.98-about 56.9% above the current price. Still, investors face risks around permitting delays or operational problems at Camino Rojo.

Orla Mining (TSX:OLA) Could Be 57% Underva…

JetBlue Leaves Manchester Airport, Gears Up Florida Expansion

July 11, 2026, 10:56 AM EDT. JetBlue Airways NASDAQ:JBLU has pulled out of Manchester-Boston Regional Airport after 17 months and is shifting resources to busier airports. The move comes as airport departures climb but fewer passengers fill each JetBlue flight. JetBlue held about 10.67% share in Manchester, well behind Southwest Airlines’ 46.5%. The airline is turning to Florida, hiking Fort Lauderdale flights by more than 75% over last year and eyeing about 150 daily departures this winter. JetBlue expects Q2 capacity up 2-4%, and RASM up 9-12%, pointing to better profits even as fuel costs rise. Delta Air Lines saw revenue up nearly 14% with just small gains in capacity, as fuel prices remain a headwind for the sector. JetBlue shares dipped on the news as trading stayed light.

JetBlue (NASDAQ:JBLU) to Leave Manchester …

Bending Spoons NASDAQ:BSP Keeps Tight Hiring, Founders Keep Hold After IPO

July 11, 2026, 10:55 AM EDT. Bending Spoons NASDAQ:BSP took in just 0.036% of almost 800,000 job seekers for 2025, showing how hard it is to get hired. Founders kept 82.71% voting control after the IPO, limiting what outside shareholders can do. The stock opened at $40.50 but dropped 18.7% to $32.91 by Friday, still over the $29 offer. Revenue for 2025 jumped 132% to $601.3 million, with 6% organic growth. Around 28% of staff pay converted to stock options, and annual dilution sat at 1.5%. CEO Luca Ferrari said hiring uses tough testing and algorithm checks. Bending Spoons is running high bars for new hires and tight founder grip, testing investors on governance and talent bets.

Bending Spoons Rejects 99.96% of Applicant…

NASA Eyes 26 Annual Moon Base Missions by 2029, ispace Lands $50M Starship Deal

July 11, 2026, 10:53 AM EDT. NASA is aiming for about 26 cargo runs a year to support a six-person Moon base, just over its goal of 25 missions by 2029. Its Lunar Enabling Infrastructure Accelerator (LEIA) is now asking industry for feedback on areas like power, manufacturing, and processing lunar materials until July 17. Japan’s ispace locked in $50 million to move 500 kg of payload on a SpaceX Starship, putting the lunar delivery price at $100,000 per kilogram, not counting integration. ispace shares moved after the deal. NASA also recently put $590 million into contracts for four robotic lunar landers set for late 2028, with Astrobotic, Firefly Aerospace, and Intuitive Machines winning a piece. The agency keeps building up its commercial partnerships on the Moon.

NASA Eyes Supply Chain Bottleneck With Ind…

Investors Weigh Whether to Lock In 4% CD Rates or Wait for Fed Moves

July 11, 2026, 10:52 AM EDT. Certificate of Deposit (CD) rates are holding at around 4%, giving a low-risk, fixed return. Some investors are debating if now is the time to commit or if they should sit tight ahead of upcoming Federal Reserve meetings. Banks set CD rates in line with the Fed’s benchmark, so a rate move could change what’s on offer. Locking in 4% now means investors won’t miss out if the Fed cuts, but waiting could pay off if rates go higher. The choice comes down to what investors expect from Fed policy and their own appetite for risk.

Where to put cash right now: Should you lo…

Zoom CEO Eric Yuan Sells $5.1M in Stock for Tax Withholding, Keeps Big Stake

July 11, 2026, 10:41 AM EDT. Zoom CEO Eric Yuan sold 58,655 shares for $5.1 million to cover taxes owed as his restricted stock units vested, according to the company. The automatic sale isn’t a sign of Yuan’s outlook on Zoom, which he still holds a big stake in: 56,622 shares and over 21.2 million in derivative securities. The shares sold for an average $86.38 each, just before the stock wrapped up July 9, 2026, at $89.88. Zoom shares are up 16% in the past year. These RSU sales keep to a regular schedule for grants from 2022, 2023, and 2026. Zoom posts $4.9 billion in trailing revenue and has a market cap of $26.4 billion.

Zoom's CEO Sold Company Stock Worth $5.1 M…

M&G Gets Price Target Bump as Analyst Calls Split

July 11, 2026, 10:40 AM EDT. M&G LSE:MNG saw its fair value price target lifted to £3.09 from £3.03 after fresh updates from Morgan Stanley, Citi, and JPMorgan. Morgan Stanley went up to 310 GBp from 280 GBp, and Citi moved to 295 GBp from 288 GBp. These moves come as analysts model a 44.16% revenue decline but a slight improvement in profit margin to 59.57%, and a future P/E of 12.28x. But Goldman Sachs cut its rating, citing concerns over growth and execution. Analysts are clearly split, leaving some uncertainty for M&G going forward.

M&G (LSE:MNG) Stock Gets Fair Value Bump A…

JinkoSolar Target Slashed 16% as Analyst Takes Stay Mixed

July 11, 2026, 10:39 AM EDT. JinkoSolar Holding’s NYSE:JKS fair value got cut 16% to $26.02 from $31.03 with analysts split. UBS bumped its target to $24 and kept a Neutral, saying there’s upside but key risks stay. Roth Capital is still cautious after JinkoSolar missed in Q4 and with questions on execution. Company revenue forecasts stay near 16.24% growth, while profits and EPS nudged lower. The new valuation brings the forward P/E down to 6.55 from 8.12, discount rate steady just under 13.82%. JinkoSolar is still in the crosshairs, with bulls backing solar’s long game and others warning about earnings and execution. Investors watching JinkoSolar should track these risks to get a read on where the stock lands.

JinkoSolar (JKS) Stock Sees Fair Value Cut…

Unum Group (UNM) Sets Dividend, Signs $3.8B Reinsurance Pact; Valuation Debate

July 11, 2026, 10:38 AM EDT. Unum Group (UNM) declared a quarterly dividend of $0.505 per share and reached a $3.8 billion reinsurance agreement for its long-term care line. The company also promoted an executive. Over the past 90 days, shares are up 14.13%, and five-year return stands at 278.22%. The stock trades at 17.9 times earnings, ahead of the sector’s 12.3 average but under some intrinsic value estimates. The SWS DCF model puts fair value at $169.65, about 48.4% above Friday’s close at $87.50. Analysts stay cautious, citing care risk and possible shifts in employer benefits demand. Investors are weighing these risks against sector competition.

Unum Group (UNM) Declares Dividend And Rei…

RS:CA AI trading signals flag short-term buy and short setups July 11, 2026

July 11, 2026, 10:37 AM EDT. AI-powered signals for Real Estate Split Corp. Class A (RS:CA) on July 11, 2026, put out a strong near-term buy rating with suggested entry around 9.94 CAD, aiming for a target of 11.04 CAD with a 9.89 CAD stop-loss. But the system also shows a short-term setup for a short position near 11.04 CAD, with a target back at 9.94 CAD and a stop at 11.10 CAD. RS:CA middling and long-term ratings stay weak. These signals are built to catch price action dynamics as market trends shift.

How the (RS) price action is used to our A…

Union Pacific’s Big Boy Steam Engine Pulls in Crowds as NSC Trades at Merger Discount

July 11, 2026, 10:36 AM EDT. Union Pacific’s NYSE:UNP Big Boy No. 4014 pulled about 100,000 visitors in Altoona, Pennsylvania, while rolling over Norfolk Southern NYSE:NSC rails. The steam engine tour is part of their push for an $85 billion merger. Norfolk Southern stock ended 12.9% below the $375.78 merger offer, showing a 14.8% gross spread not accounting for timing, dividends, or deal risk. Both railroads rose last week: Union Pacific added 1.7%, Norfolk Southern climbed 1.5%. Analysts at JPMorgan and Baird bumped price targets but stuck with neutral ratings, citing regulatory headwinds. The share exchange ratio is fixed at one-for-one, so it caps volatility. Big Boy heads west with Ohio stops this week as the companies boost public outreach before a major regulatory call.

Union Pacific’s Big Boy 4014 Draws Crowds …

Premium Brands (TSE:PBH) Breaks Below 200-Day Average as Analysts Split on Targets

July 11, 2026, 10:35 AM EDT. Shares of Premium Brands Holdings (TSE:PBH) dropped under their 200-day moving average, closing at C$88.31 on Friday. Volume hit 179,028. Analyst opinions have gone both ways. Royal Bank of Canada, Scotia, and Stifel Nicolaus have boosted their price targets lately, pointing to strong results, but Raymond James and Scotiabank cut their targets earlier in the year. The stock carries a “Moderate Buy” consensus with an average target of C$118.62. Last quarter, Premium Brands posted C$0.83 in EPS and works with a P/E of 98.12. The company specializes in premium food production and distribution in Canada and parts of the U.S., reporting C$2.05 billion in quarterly revenue.

Premium Brands (TSE:PBH) Stock Price Cross…

Ford, GM, Stellantis stocks move in week to July 10

July 11, 2026, 10:25 AM EDT. Ford, General Motors, and Stellantis shares shifted during the week ending July 10. Ford and GM, the top U.S. automakers, moved on earnings and industry headlines. Stellantis, which owns Jeep, traded with the sector. Investors watched action in the group as the auto industry dealt with market pressures.

Ford, General Motors stock performance for…

Cogeco Communications (TSX:CCA) Dividend Yield Tops 6% as Shares Trade Near Yearly Low

July 11, 2026, 10:24 AM EDT. Cogeco Communications (TSX:CCA) is trading close to its 52-week low, with yield now above 6%. The stock is drawing some value investors while interest rates move. Bank of Canada is holding rates at 2.25%, so dividend names are getting attention. Cogeco is cutting its debt and bumping up free cash flow, not spending much on infrastructure upgrades. That’s different from Telus and BCE, both still leveraged and facing fears of dividend cuts. New rules are boosting Cogeco’s competitors, which has brought prices down and weighed on the stock. Dividend players have struggled with higher rates overall, but Cogeco’s asset-light setup and financials might catch the eye of yield seekers in an uncertain market.

A Value Stock With a Dividend Yield Over 6…

Kraken Debuts AI Trading as U.S. Adviser Starts with $377 in Assets

July 11, 2026, 10:23 AM EDT. Kraken has rolled out AI-driven trading tools in the U.S., where its adviser manages just $377 in assets across nine non-discretionary accounts-an early sign of take-up. The platform is pushing agentic trading, letting software help users run their portfolios while they keep final say. Kraken also plans an Autonomous Mode so users can hand off decisions. Payward, Kraken’s parent, posted $507 million in Q1 adjusted revenue, and Kraken itself has 6.1 million funded accounts and $40 billion in assets. Revenue comes from transaction fees, payment for order flow, and stock lending, not advisory charges. The firm says its AI lets regular and pro traders act fast as markets move. Coinbase has announced similar AI plans, with both companies moving to grow automation in crypto and stock trading.

Kraken’s AI Trading Bet Kicks Off With $37…

Dream Office REIT (TSE:D.UN) jumps past 200-day moving average in Toronto trading

July 11, 2026, 10:21 AM EDT. Dream Office Real Estate Investment Trust (TSE:D.UN) traded above its 200-day moving average Friday, touching C$18.96 and moving past the C$17.59 average. Volume came in at 29,101 shares. The REIT, which owns offices in Ontario and Alberta, is rated “Hold” by analysts with a C$19.67 average target. Last quarter, Dream Office posted earnings of C$0.51 per share on C$46.31 million in revenue, but net margin stayed negative at 19.55%. The price-to-earnings ratio is still in the red at -3.15. Market cap is C$310.87 million, beta sits at 1.43.

Dream Office Real Estate Investment Trst (…

Canaccord Genuity Group (TSE:CF) jumps past 200-day average as brokers stick to buy

July 11, 2026, 10:20 AM EDT. Canaccord Genuity Group Inc. (TSE:CF) stock broke above its 200-day moving average on Friday, trading at C$14.71 after clearing C$12.57. The 50-day average is C$13.52. Ventum Financial lifted its price target to C$16.50 and kept its ‘buy’ call. Street consensus is still ‘buy’ with an average target of C$16.25. The firm posted quarterly earnings of C$0.48 a share and revenue of C$612.69 million, but had a negative return on equity of 17.40%. Board director Donald Duncan Macfayden recently sold 29,000 shares. Canaccord will pay a C$0.10 dividend, yielding about 2.7%. The company works across investment banking, advisory and brokerage for institutional and private clients.

Canaccord Genuity Group (TSE:CF) Stock Cro…

British American Tobacco (LON:BATS) Trades Above 200-Day Line as Analysts Stay Bullish

July 11, 2026, 10:19 AM EDT. British American Tobacco (LON:BATS) pushed above its 200-day moving average Friday, reaching GBX 4,496 compared to the line at GBX 4,426. Shares closed at GBX 4,462, trading with volume at 4.42 million. UBS kept its “buy” rating and price target at GBX 5,750. Jefferies also lifted its target to GBX 5,500. Consensus at MarketBeat stands at “Moderate Buy” and an average price target of GBX 4,758. Institutional insiders picked up more than 11,500 shares lately. BAT’s market cap sits at £90.42 billion, with a P/E of 12.78. The company says it’s working on less risky alternatives to cut health impact.

British American Tobacco (LON:BATS) Stock …

Black Hills (BKH) Draws Income Investors With Yield, Eyes Merger

July 11, 2026, 10:07 AM EDT. Black Hills (BKH) has raised dividends for more than 50 years and is getting attention as utility stocks heat up on rising electricity demand. The company is looking to merge with Northwestern Energy, a move that would nearly double its size and push earnings growth to 5-7%. Its dividend yield stands at 3.8%, above the sector average. While NextEra is in the news for bigger deals, Black Hills is focused on merger plans and consistent payouts. A 60% jump in electricity demand by 2045 is forecasted as the sector adapts to more data centers and clean power needs. Black Hills is smaller, but its dividend record and expansion plans keep it in the mix for conservative buyers.

Nobody Is Talking About This Dividend King…

Earnings Season Puts Market Rally to the Test

July 11, 2026, 10:06 AM EDT. Wall Street is heading into an earnings season with high hopes for solid corporate results. Stocks are priced for sunshine and rainbows, and investors are looking to see if profits can keep up with those expectations. The next round of earnings will show if companies can back up the optimism and help the rally continue.

Stocks Priced for ‘Sunshine and Rainbows’ …

Trinity Industries Pushes Into India Railcar Leasing, Shares Look Slightly Overpriced at $35.69

July 11, 2026, 10:05 AM EDT. Trinity Industries (TRN) said it started a railcar leasing joint venture in India, moving outside its core US freight business. Shares last traded at $35.69, ahead almost 6% in a month and up 32.43% since the start of the year. TRN delivered a 65.43% total return for holders over five years, but analysts put fair value a bit lower-$35.50, or about 1% below where it trades now. The company guides for $2.6 billion revenue and $118.9 million in earnings by 2029, which would mean a future P/E of 29.3x. Today, it sits at 10.8x, still cheaper than sector averages, suggesting shares might be undervalued versus peers. The main risks are margin pressure from soft end demand and higher costs. Growth remains tied to expanding infrastructure and the wider market picture.

Trinity Industries (TRN) Expands In India,…

China Spacesat, China Satellite Communications jump after Long March-10B recovery

July 11, 2026, 10:04 AM EDT. China Spacesat and China Satellite Communications both rallied 10%, adding about 22.3 billion yuan ($3.3 billion) in market cap after China pulled off its first controlled recovery of a reusable Long March-10B rocket. The rocket, made by China Academy of Launch Vehicle Technology, brings a possible boost in satellite deals and demand for leased bandwidth, though its flight record is still thin. The Long March-10B can send up to 16 tonnes to low Earth orbit with reusable tech, cutting costs. Market hopes are high for these companies even as their earnings stay thin, as China tries to catch up with SpaceX and its Falcon 9 in the satellite business.

China’s Reusable Rocket Lifts Two Satellit…

Air Force Faces Staffing Strain as B-21 Raider Output Picks Up

July 11, 2026, 10:03 AM EDT. Northrop Grumman is stepping up B-21 Raider production, but the U.S. Air Force may not have enough pilots. The Air Force had 497 bomber pilots for 141 aircraft by end-2025. The service will need about 779 pilots-a 57% jump-if its bomber fleet grows to 145 B-21s and 76 B-52s. The Air Force has started retraining weapons and combat systems officers for pilot roles. While $4.5 billion in government funds is pushing production, pilot shortages could hold back the expansion. Northrop is putting in $2.5 billion of its own money to speed up output. Aeronautics Systems sales rose 17% in Q1 to $3.28 billion, mainly on B-21 work. The staffing strain shows the scale challenge for both crews and hardware as bomber plans grow.

B-21 Raider Test Relied on 780 Pilots as A…

Magnolia Oil & Gas (MGY) trades at 24% discount as Q2 rebound expected

July 11, 2026, 9:50 AM EDT. Magnolia Oil & Gas (MGY) last finished at $25.79, putting it 24% under the $33.82 fair value some forecast on better revenue, free cash flow, and production growth after earlier weather hits. Shares are down 7.26% for the month and 13.75% for three months, but still up 14.72% this year and 107.84% over five years. Analysts point to more South Texas Giddings acreage, picked up cheap, pushing margins and cash. Risks include the company’s narrow regional focus and exposure to unhedged commodity swings. MGY trades at roughly 15 times earnings, higher than the 13.3 sector multiple, so looks expensive next to the broad U.S. Oil & Gas group but possibly still undervalued against peers.

Magnolia Oil & Gas (MGY) Following Q2 Reco…

SWIFT Starts Blockchain Pilot With 17 Banks as Market Stays Cautious

July 11, 2026, 9:49 AM EDT. SWIFT started a blockchain ledger pilot with 17 banks including Citigroup and HSBC, aiming to try out 24/7 cross-border payments with tokenized deposits. The banks in the pilot make up just 0.15% of SWIFT’s more than 11,500-member network, which points to the scale challenge. SWIFT’s approach is different from JPMorgan’s Kinexys, which already handles billions daily on-chain-SWIFT is sticking with connecting bank ledgers but not replacing the final cash settlement. Experts said SWIFT’s plan is to improve payment availability and make banks more interoperable, not to speed up payments. The rollout is still cautious compared to systems run by JPMorgan or The Clearing House, but SWIFT is betting on its network reach for coordination rather than chasing new payment rails.

SWIFT Blockchain Goes Live With 17 Banks—B…

Xero Rolls Out A$500 Ultra Plan for Medium Firms, Eyes 1% Revenue Lift

July 11, 2026, 9:48 AM EDT. Xero launched a new Ultra subscription at A$500 a month, going after Australian companies with 20 to 200 staff. The Ultra plan costs 3.5 times more than Xero’s Ultimate 10 package. It’s aimed at bridging gaps between finance and ERP, adding features like multi-entity consolidation and scenario modelling. Xero, with 2.8 million users in Australia and New Zealand, figures about 5,000 Ultra signups-just 0.18% of users-could deliver roughly 1.1% of its NZ$2.75 billion FY26 revenue. The company is pitching it as a simpler option for midsize firms compared to full ERP suites like MYOB’s Acumatica. Its managing director said firms are asking for stronger tools as they scale up.

Xero’s A$500 Ultra Bet: 5,000 Subscription…

Xero ASX:XRO Catches Attention in List of Three Undervalued Cash Flow Stocks

July 11, 2026, 9:47 AM EDT. With investors watching central banks and inflation moves, focus has shifted to cash flow and valuation. Xero ASX:XRO, the cloud accounting group out of Wellington, makes the cut on the Undervalued Stocks Based On Cash Flows screener. The software firm posted a fall in earnings and still leans on outside funding, but its gross margins are strong at around 88%. AI tools are expanding. Shares trade below the Simply Wall St DCF number, pointing to possible value on the table. The piece also flags Lynas Rare Earths in the rare earths space, noting the need for tight cash flow checks across industries.

Xero Stock Leads 3 Cash Flow Picks Trading…

EWY: South Korea's Market Drop Flags Trouble for U.S. Investors

July 11, 2026, 9:36 AM EDT. The iShares MSCI South Korea ETF (EWY) is down more than 20% from its highs, putting South Korea’s market in bear territory. That’s a warning for U.S. investors as global uncertainty drags on. Rob Isbitts points out that tracking markets like South Korea can give clues about what’s next. He says investors should pay attention to these signals and keep discipline as volatility picks up.

EWY: Why South Korea's Bear Market Is A Wa…

Cramer Flags SK Hynix as Leader, Eyes on $29B NASDAQ Listing

July 11, 2026, 9:35 AM EDT. Jim Cramer said SK Hynix holds a key spot in global memory chips, as the South Korean company moves ahead with a $29 billion ADR listing on NASDAQ. Cramer set SK Hynix next to U.S. rival Micron, pointing out SK Hynix and Samsung at the top of the sector. The planned IPO is already oversubscribed, but pricing remains cautious as bankers weigh demand against valuation. Cramer said the listing could shake up the memory chip market as AI demand rises, but investors need to watch risks and compare the stock to other names tied to AI.

Jim Cramer Explains SK Hynix’s (SKHY) Role…

Cramer Ties NASDAQ Weakness to SpaceX (SPCX) Entry

July 11, 2026, 9:34 AM EDT. Jim Cramer said the NASDAQ selloff was linked to Space Exploration Technologies Corp. (SPCX) joining the Nasdaq 100. SPCX fell 7% from its first-day close of $160.95 after last month’s IPO, still $15 above the $135 list price. Firms like Susquehanna and Keybanc started coverage with Neutral and Sector Weight, saying SpaceX’s AI growth and rocket launch dominance look priced in. Cramer pointed to the Nasdaq 100 move and heavy buying as a factor in the slide. Some analysts are looking at other AI plays for quicker, less risky upside as market moves shift.

Jim Cramer Believes SpaceX (SPCX) Caused N…

Canada taps TKMS for submarine deal, Meta puts $13B into Alberta AI centre

July 11, 2026, 9:33 AM EDT. The Canadian government picked Germany’s TKMS to deliver up to 12 diesel-electric subs, its priciest defence deal yet, aiming to shore up the coasts. Meta Platforms Inc. said it’s putting $13 billion into building a major AI data centre in Alberta’s Sturgeon County, a project that needs 1 gigawatt of power-close to what Edmonton uses. The build also includes a $4.6-billion natural gas plant led by Pembina Pipeline and partners. Air Canada chose Scandinavian Airlines CEO Anko Van der Werff to take over as chief executive. The moves signal big steps in defence, tech projects and airline management.

Carney chooses German submarines, Meta’s $…

Chicago Atlantic BDC (LIEN) Edges Down 0.6% Despite Strong Buy Call

July 11, 2026, 9:32 AM EDT. Chicago Atlantic BDC (NASDAQ:LIEN) fell 0.6% to $9.81 on Friday, trading 86,787 shares, just under its usual volume. The company topped earnings estimates last quarter at $0.44 per share, ahead of the $0.36 analysts expected, while revenue reached $16.7 million versus a $14.31 million forecast. Zacks Research upgraded LIEN to “strong buy,” backing up the consensus “Strong Buy” view from Wall Street. The firm kept its quarterly dividend steady at $0.34, for a 13.9% yield and a payout ratio close to 91%. Institutions like Sowell Financial Services LLC built up their stakes in Q4. LIEN’s market cap stands at $224 million, with a P/E of 6.54 and a beta of 0.27, so price swings have been mild.

Chicago Atlantic BDC (NASDAQ:LIEN) Stock P…

Millionaire, 74, Halts Alimony; Ex-Wife Pushes for Payments

July 11, 2026, 9:31 AM EDT. A 74-year-old millionaire has cut off alimony to his ex-wife, who now gets only $1,460 in Social Security benefits each month. Despite his assets worth millions, the ex-wife says she is struggling and is turning to the courts to try to force the payments and stabilize her finances.

‘I get $1,460 in Social Security’: My mill…

Nifty Outlook for July 13: Support at Risk as Geopolitics, Oil Drive Trade

July 11, 2026, 9:18 AM EDT. Analysts say Nifty could see choppy trade on Monday, July 13 as West Asia tensions and swings in crude oil rattle markets. Still, domestic fundamentals are seen as a floor for the index. The key issue is whether Nifty can clear the 24,300 resistance level and hold above support if pullbacks hit. Traders are bracing for moves with global and regional issues shaping the mood.

Nifty Prediction For Monday, July 13: Will…

XRP Holds $1.11 as Ripple Gets European License, Adds Partnerships

July 11, 2026, 9:17 AM EDT. XRP traded flat at $1.11 despite pressure in crypto markets, with about $909 million in 24-hour volume. Ripple picked up full Crypto Asset Service Provider approval from Luxembourg’s CSSF, clearing the way for regulated digital payments across the European Economic Area. The new license is expected to support XRP in institutional cross-border flows. Ripple said it’s partnering with a U.S. veterans employment nonprofit and the University of Kansas athletics, putting a crypto logo on a major U.S. college sports jersey for the first time. The company is targeting reputation, brand push, and positioning XRP for more institutional and retail use in the U.S.

XRP Price Hovers At $1.11 As Ripple Seals …

Cramer Weighs Amazon (AMZN) Rally, Analyst Call and AI Rotation

July 11, 2026, 9:16 AM EDT. Amazon.com Inc. NASDAQ:AMZN is up 7.6% for the year and up 9.5% over 12 months, with Bank of America and TD Cowen pointing to post-Prime Day sales and cloud growth as drivers. Bank of America lifted its target to $165 and kept a Buy, citing faster sell-through, while TD Cowen stuck with Buy but cut its target to $340, looking for about $200 billion in Q2 revenue. Jim Cramer called out a Morgan Stanley note that linked recent semiconductor drops to a move by investors into big hyperscale names like Amazon and Alphabet. Cramer also pointed to gains for the sector and new moves in biotech as the FDA shifts policy. He said investors weighing Amazon should consider other AI names that might offer more upside with less risk.

Jim Cramer Reveals Reason Behind Amazon.co…

Bloom Energy Drops After Supply Chain Claims as Q2 Earnings Loom

July 11, 2026, 9:15 AM EDT. Bloom Energy NYSE:BE shares dropped 12% intraday on a short seller report from Hunterbrook Media, which accused Bloom of playing down its use of Chinese scandium oxide in its fuel cells. The company pushed back, calling the allegations “false and misleading” and said it has a diversified supply chain that can support 25 gigawatts per year. The stock clawed back some losses the next day, with traders watching the July 28 second-quarter report. Short interest from Crossroads Capital and strong Goldman Sachs buying added to the tug of war. Traders eye $276 as a breakout level, with $298 as next resistance. Supply chain risks and geopolitical questions continue to weigh as Bloom works to calm the market.

Bloom Energy (BE) Stock Forecast: $25B Bro…

Amazon Layoffs Add Strain to Tech Job Market as AI Drives Cuts

July 11, 2026, 9:01 AM EDT. Amazon has cut more than 57,000 jobs since 2022, its biggest round of layoffs ever, piling onto a crowded tech job market. Cisco, Meta and Microsoft have also trimmed staff, blaming artificial intelligence for the job losses. This year, tech companies have cut about 140,000 U.S. jobs. May saw the highest month for layoffs since 2024, Challenger, Gray & Christmas said. Tech firms are shifting spending to AI and automation, making it tougher for workers who are let go.

Burnout, frustration and heartbreak: Amazo…

Morningstar (MORN) Shares May Be Undervalued After PitchBook Unveils 'Time to Exit' Tool

July 11, 2026, 9:00 AM EDT. Morningstar (MORN) rolled out Time to Exit, a machine learning product by PitchBook that predicts exits for venture-backed firms in one, three, or five years. Investors took note but the shares are down 11.2% in the last month and the one-year total return is off 43.2%. The stock last traded at $165.18, well below a $227 analyst price target, so some see it as undervalued. Its P/E ratio stands at 15.6x versus the US market’s 19.1x average and 21.2x for peers, but a bit above the company’s own fair P/E estimate of 15.2x. That’s seen as close to fair, but with potential upside. The new launch shows Morningstar is still pushing new private markets data products even as broader sector sentiment stays weak.

Morningstar (MORN) Could Be 26% Above Fair…

Job Seekers Feel 'Day-to-Day Dread' as Hiring Slows but Unemployment Stays Low

July 11, 2026, 8:59 AM EDT. Unemployment remains low, but a lot of Americans say they feel frustration and anxiety about finding work. The days of easy hiring are gone, experts say, and job seekers now talk about ‘day-to-day dread’. Openings are harder to find even as many want jobs, making for a tough market. Tighter conditions mean more uncertainty and tougher competition for applicants trying to land a position.

‘Day-to-day dread’ haunts frustrated job s…

Vanguard Russell 2000 ETF (VTWO) beats S&P 500 with 19% gain in 2026 as small caps draw investors

July 11, 2026, 8:44 AM EDT. The Vanguard Russell 2000 ETF (VTWO) jumped 19% in 2026, well ahead of the S&P 500’s 9% rise. VTWO tracks small-cap U.S. stocks, which have steered clear of the global tensions hitting S&P 500 multinationals. Industrials, Healthcare and Financials make up most of VTWO’s portfolio-at 19.8%, 16.1%, and 15.6%-and its top 10 holdings account for just 7.6%. Bloom Energy surged about 800% on strong AI-driven clean energy demand. Credo Technology rose 165% on semiconductor sales. Investors kept moving to small domestic names as global uncertainty lingered.

Meet the Unstoppable Vanguard ETF Oblitera…

Eni CEO: Oil May Break $80-$100 Band by Q1 2027 if Mideast Unrest Continues

July 11, 2026, 8:43 AM EDT. Eni chief Claudio Descalzi said the oil market could move out of the current $80-$100 per barrel range by early 2027 if conflict in the Middle East remains unresolved, pointing to limited emergency reserves used so far. Supply pressure is driving down inventories, with global stocks dropping 3.8 million barrels per day and the pace expected to hit 4.6 million in May because of the Iran situation. Descalzi said inflation and weaker energy demand could follow as supply tightens. He is pushing for supply deals in Africa, Latin America and Southeast Asia to avoid relying too much on risky ship routes, and said Eni’s upstream is already focused on those regions, not the Middle East. Rising power use from AI and data centers makes secure supply even more critical, he said.

Eni CEO says oil market risks breaking out…

Earnings Season Puts AI Rally to the Test as Wall Street Watches Tech and Chips

July 11, 2026, 8:29 AM EDT. Traders are watching the new earnings season to see if the AI trade keeps its momentum. The S&P 500 added less than 1% last week, with the Nasdaq swinging, especially on semiconductor moves. SK Hynix jumped 14% in its Nasdaq debut, stirring interest beyond Micron, which has already more than tripled this year even as its stock has been choppy. Some on the Street say participants are getting more discerning and will want better margins, revenue, and free cash flow growth before calling this AI cycle durable. Analysts still look for big tech cloud spend to drive chip stocks. UBS says investors now need to think about diversification and quality as the focus shifts toward past 2027 and the longer-term path for AI bets.

'Market is becoming more discerning': Wall…

Companies Bet on Functional Hydration as Interest Grows

July 11, 2026, 8:28 AM EDT. Functional hydration products are picking up steam, driven by social media buzz and the spread of GLP-1 drugs. Companies are moving past bottled water, rolling out electrolyte mixes and hydrating hot chocolate to chase new demand in the wellness market. Firms are trying to stay ahead in beverage lines tied to health and performance.

Regular water is no longer enough. Welcome…

Alibaba Jumps 12% as DOJ Settlement, Pentagon Move, AI Chip News Drive Rally

July 11, 2026, 8:27 AM EDT. Alibaba Group NYSE:BABA popped about 12% in two days, trading between $111 and $113. Several things pushed the move: a $600 million DOJ settlement over pharma-related violations, the Pentagon temporarily lifting its ban so Alibaba can keep lobbying in the U.S., trimmed losses in instant commerce, and Beijing clearing the Nvidia H200 GPU for AI work. Shares bounced from June 26’s $94.81 low. RSI sat neutral-to-bullish at 53.92. Wall Street expects fiscal Q1 earnings Aug. 28 with EPS up 29% to $2.44. BABA’s $160 price target looks closer now, if it breaks past $132.70 on cloud and AI revenue strength.

Alibaba (BABA) Stock Forecast July 2026: F…

Texas Pacific Land (TPL) Seen Trading 11% Below Analyst Targets as Investors Weigh Royalty Risks

July 11, 2026, 8:11 AM EDT. Texas Pacific Land (TPL) is at $397.82, about 11% under the $445 analyst target. The stock is up 33.5% year-to-date and 170% over three years. Horizon Kinetics Asset Management, with more than 10% of shares, has added to its stake. Q1 2026 earnings beat estimates, helped by new agreements including one with Chevron. Some investors remain cautious about threats to royalty income from decarbonization and possible regulatory pressure tied to Texas water assets. The fair value call assumes royalties and margins keep rising, but longer-term risks may weigh on earnings.

Texas Pacific Land (TPL) Could Be 11% Unde…

Trump's Intel Bet Turns Positive; Texas Eyes Exchange Competition; Apple Accuses OpenAI of Trade Secrets Theft

July 11, 2026, 7:58 AM EDT. Donald Trump’s move into Intel Corp shares is paying off early, with returns showing on his semiconductor pick. Texas regulators are taking aim at the hold Wall Street exchanges have on the market, looking to stir up more competition and cut trading costs. In tech, Apple Inc is taking on OpenAI, accusing the AI firm of using stolen trade secrets to build competing products. The updates come as tech investments shift, regulators put pressure on U.S. exchanges, and the battle in the AI space heats up.

Trump’s Bet on Intel Is Starting to Pay Of…

First Majestic Silver TSX:AG Moves Higher, But Valuation Signals Are Mixed

July 11, 2026, 7:57 AM EDT. First Majestic Silver TSX:AG is up 180.9% in three years. Valuation looks split. A DCF model shows shares trading 18.3% under intrinsic value, hinting at undervaluation on free cash flow growth. The company has sold non-core mines, like San Martin for $90 million, to double down on key silver assets, which could help future cash flows. On the flip side, standard market multiples and other valuation methods have First Majestic roughly priced in line with earnings, so the true value is less clear. The stock’s 89.8% surge in the metals and mining sector is strong, but figuring out if it’s a cash flow story or an earnings story is still up in the air.

First Majestic Silver (TSX:AG) Stock May B…

Overseas IPO Interest Picks Up on Nasdaq After SK Hynix ADR Debut

July 11, 2026, 7:56 AM EDT. Nasdaq (NDAQ) is seeing more interest from overseas IPOs after SK Hynix’s American depositary receipts started trading on the exchange. Nasdaq shares were at $88.08, slipping 0.2% for the past year but gaining 4% over the past week. The recent IPO activity could bring new issuers and give Nasdaq more revenue from listings and trading. The stock is trading close to fair value and is still 17% under the consensus target of $106.27, according to analysts. The company faces pressure from high debt. Investors are watching if the international IPO flow continues and helps boost cash.

Nasdaq (NDAQ) Draws Fresh Overseas IPO Int…

W.W. Grainger (GWW) Looks Overvalued as Shares Climb on Infrastructure Demand

July 11, 2026, 7:55 AM EDT. W.W. Grainger (GWW) traded up to $1,375.76, gaining 37.1% so far this year as U.S. infrastructure projects lift MRO demand. The stock has put up a 219.6% total return over five years, but analysts say it’s 7.9% overvalued versus a $1,275.21 fair value at an 8.22% discount rate. Grainger’s scale and supply chain help drive sales when customers need reliability and efficiency. But tariffs and soft MRO demand may pressure margins and weigh on growth. Some analysts say investors should keep an eye on valuation and look at other strong names.

W.W. Grainger (GWW) Rides Infrastructure D…

TELUS (T) Stays Pricey as Shares Slide, Investors Question Valuation

July 11, 2026, 7:44 AM EDT. TELUS stock is down 28.5% in the past 12 months, but the P/E ratio hangs at roughly 25.0x, still well above the telecom industry average of 17.0x and peer average of 9.4x. That keeps the stock expensive even after the drop and despite the company’s AI and broadband moves. TELUS puts emphasis on dividends and cuts to leverage, though that could curb flexibility with the market under pressure. Some investors are now asking if shares capture the risks at this level, or if future earnings are still being priced too high. Simply Wall St gives TELUS a 2 out of 6 for valuation, so bargain hunters aren’t seeing much value here.

TELUS (TSX:T) Stock Still Looks Rich Follo…