Market narrative
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Congress is weighing a change to Social Security that could quietly shrink retirement checks for millions of future retirees, hitting blue-collar workers the hardest. The tradeoffs buried in this proposal are more complicated than most people realize.
Stocks
Applied Materials (AMAT) delivered record Q2 FY2026 revenue of $7.91B (+11% Y/Y) and non-GAAP EPS of $2.86 (+20% Y/Y). Management raised CY2026 equipment growth guidance to 30%+, with improved order visibility and strong DRAM and AGS segment performance. Despite a ~40% drawdown from highs, fundamentals remain robust, and the recent correction is attributed to sector positioning rather than company weakness.
Medicus Pharma (NASDAQ:MDCX) earlier this week announced that the US Food and Drug Administration (FDA) has cleared the company's Phase 2b registration-enabling clinical trial for SkinJect in patients with Gorlin syndrome, representing an important regulatory milestone for its lead investigational asset. Speaking with Proactive, CEO Raza Bokhari said the FDA had approved the company's proposed study following discussions and feedback, allowing Medicus Pharma (NASDAQ:MDCX) to move ahead with a crossover registration study involving up to 50 patients.
New York, New York--(Newsfile Corp. - August 1, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Futu Holdings Limited (NASDAQ: FUTU) between May 24, 2023 and May 27, 2026, inclusive (the "Class Period"), of the important August 25, 2026 lead plaintiff deadline. SO WHAT: If you purchased Futu 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.
NEW YORK & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana, Charles C. Foti, Jr., Esq., a partner at the law firm of Kahn Swick & Foti, LLC (“KSF”), announces that KSF has commenced an investigation into Skyworks Solutions, Inc. (NasdaqGS: SKW) (“Skyworks” or the “Company”). On February 5, 2025, the Company announced its financial results for the first quarter of fiscal year 2025, disclosing lower-than anticipated revenue guidance for the second quarter of fiscal year 202.
Collegium Pharmaceutical (COLL) is transitioning from a pain-management roll-up to a CNS platform, leveraging stable pain cash flows to fuel ADHD franchise growth. The AZSTARYS acquisition, funded with $350M cash and $300M debt, is expected to deliver $60–70M revenue in 2026 and $50M+ annual synergies within 12 months. COLL's 2026 guidance is $865–895M in revenue and $475–500M adjusted EBITDA, with a 55% margin, reflecting only partial-year AZSTARYS contribution and early synergies.
Bloom Energy reported stellar results for the second quarter of 2026, surpassing $1 billion in quarterly revenue for the first time. The energy technology company also reported a profit of $196.2 million.
Meta's free trades program promises laid-off workers a guaranteed job offer, but for someone closing in on 60, the most valuable thing those wages could buy has nothing to do with the work itself.
Lisa Martin breaks down this quarter's Big Tech earnings, explaining why investor reactions are driven as much by expectations and timing as the results themselves. She discusses how hyperscalers are being held to a higher standard, why Microsoft's (MSFT) earnings helped calm concerns that emerged after Alphabet's (GOOGL) report, and how Microsoft has become a benchmark for both cloud computing and AI.
/PRNewswire/ -- DELLA, a home comfort brand specializing in ductless mini split systems and heating and cooling solutions, today announced the return of DELLA
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State Street Health Care Select Sector SPDR ETF offers a significantly lower expense ratio of 0.08% compared to 0.58% for Invesco Biotechnology & Genome ETF Invesco Biotechnology & Genome ETF holds a concentrated basket of 30 biotech firms, whereas State Street Health Care Select Sector SPDR ETF provides exposure to 60 broad healthcare companies State Street Health Care Select Sector SPDR ETF has experienced a shallower maximum drawdown and lower volatility than Invesco Biotechnology & Genome ETF over the last five years
NEW YORK & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana, Charles C. Foti, Jr., Esq., a partner at the law firm of Kahn Swick & Foti, LLC (“KSF”), announces that KSF has commenced an investigation into Microsoft Corporation (“Microsoft” or the “Company”) (NasdaqGS: MSFT). In recent years, Microsoft's cloud computing platform, known as Azure, has been its main growth driver providing customers with computing, networking, storage, mobile and web application services, arti.
Nomura Real Estate Holdings, Inc. (NMEHF) Q1 2027 Earnings Call Prepared Remarks Transcript
Cellnex Telecom, S.A. (CLLNY) Q2 2026 Earnings Call Transcript
Redeia Corporación, S.A. (RDEIY) Q2 2026 Earnings Call Transcript
Schwab International Equity ETF (SCHF) seeks to track the FTSE Developed ex US Index, offering broad international developed market exposure. SCHF's significant allocation to Japanese equities is supported by robust wage growth, moderate inflation, and strong corporate buybacks, though valuations are above historical averages. I am cautious on US tech due to aggressive capex and euphoria, preferring to allocate new capital to SCHF's international mix for balanced global exposure.
Micron's fiscal third-quarter revenue of $41.5 billion exceeded any full fiscal year in company history. Management guided for about $50 billion of revenue in the current quarter at an 86% gross margin.
Strategy hasn't bought Bitcoin in five weeks, and it recently sold some of its reserves. The company's flywheel strategy only works if the stock trades at a premium to NAV, which isn't the case right now.
The Vanguard Extended Duration Treasury ETF (EDV) offers a 5.38% SEC yield but exposes investors to extreme duration risk. EDV's yield provides minimal protection; a 22-basis-point rise in long-term yields can offset a full year of income. EDV's upside depends on a significant decline in long-term yields, not just Fed rate cuts; real yields and fiscal dynamics are key risks.
