Market narrative
Move between stock news, official company releases, crypto, and FX without losing the path back to ticker research.
Strategy is the type of investment that looks brilliant during a Bitcoin bull run but exposes itself to significant downside when Bitcoin enters a bear market. The company sold some Bitcoin, breaking CEO Michael Saylor's advice of never selling Bitcoin.
Stocks
There's no way to time a bear market, but there are strategies to help avoid panic selling.
Mark Mahaney at Evercore believes Meta is undervalued and sets a price target of $820. Meta's revenue and ad impressions are growing, and it trades for 17 times forward earnings.
The House has passed a bill meant to protect older Americans from losing money to fraudsters. Here's how it would work.
/PRNewswire/ -- As digital transformation reshapes the construction industry, the way customers experience projects is evolving. Transparency, easy access to
/PRNewswire/ -- KONE marked the official inauguration of its enhanced Customer Service Center in Jeddah, reinforcing its commitment to delivering a seamless
Cathie Wood believes that Space Exploration Technologies' reusable rockets will be a cost-effective solution to the space economy. She expects the company's thousands of satellites to drive accelerating broadband capacity and generate millions in gross profit by 2030.
Automotive sales may be falling, but Ford (F -1.21%) has a new opportunity for growth.
Qualcomm (QCOM -2.63%) reported revenue declines as the smartphone industry faces headwinds.
Meta (META +3.28%) is failing to convince investors about its AI investment.
Amazon (AMZN +15.32%) surprised investors with a significant acceleration in revenue.
This, despite revenue and profitability growth that was lofty for the auto industry. The high-end auto maker also raised its annual guidance.
Microsoft and Amazon just delivered impressive results, causing their stocks to spike. Meta Platforms still has some work to do before it can turn around its fortunes.
Balchem Corporation posted Q2 results, with EPS of $1.49 beating estimates by $0.07, while surpassing the consensus by $15M and was up 11% YoY. All areas of the business posted impressive results, as the minimum revenue growth for a segment was 8.9%, while the peak was 15% in Animal Nutrition & Health. The stock appears to be trading for a ~9% discount to its fair value right now based on my FCF valuation model.
FIGS, Inc. is upgraded from ‘sell' to ‘hold' as valuation now reflects fair value after a 16% share price decline and continued growth. FIGS delivered 28% YoY revenue growth in Q1 2026, driven by a 12% increase in active customers and higher net revenue per customer. Management guides for 14–16% revenue growth and a 27.7% EBITDA increase in 2026, supported by a strong net cash position of $277 million.
Uber Technologies has underperformed due to self-driving vehicle risks, creating a potential long-term value opportunity. UBER maintains strong business fundamentals, diversified services, and attractive growth, profitability, and valuation grades. I see UBER as a buy with a fair value estimate of $90-$100/share based on FCF levels today and ten years of future growth.
Climb Global Solutions, Inc. reported mixed Q2 results. Topline growth has remained good, driven by CLMB's growth with existing and new software vendors. Profitability declined in Q2 due to increased SG&A. AI could threaten CLMB's software vendors, ultimately causing significant uncertainty in CLMB's long-term outlook.
New York, New York--(Newsfile Corp. - August 1, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of Class A common stock of PicS N.V. (NASDAQ: PICS) pursuant and/or traceable to PicS N.V.
NB Bancorp delivered Q2 2026 earnings and revenue beats, with GAAP EPS of $0.53 and revenue of $74.7 million. NBBK demonstrated improved operating metrics: ROA rose to 1.17%, ROE to 10.03%, and net interest margin to 4%. Loan and deposit growth remain robust, with annualized rates of 15.0% and 15.9%, and tangible book value per share up 2.9% sequentially.
New York, New York--(Newsfile Corp. - August 1, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Microvast Holdings, Inc. (NASDAQ: MVST) between April 1, 2025 and March 16, 2026, inclusive (the "Class Period"), of the important September 21, 2026 lead plaintiff deadline. SO WHAT: If you purchased Microvast securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
