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💬 Money Quote: Energy Analysts Struggle to Game Out the Iran War
The Wall Street Journal18d agoneutral
💬 Money Quote: Energy Analysts Struggle to Game Out the Iran War

📣 “We simply don’t know how to model the endgame.” —Natasha Kaneva, head of global commodities strategy at JPMorgan. Part of the problem: What once looked like economic red lines for the U.S. administration, such as gasoline prices and headline inflation numbers, have been crossed—yet the conflict continues.

3 Unprofitable Stocks We Steer Clear Of
StockStory18d agoneutral
3 Unprofitable Stocks We Steer Clear Of

Unprofitable companies can burn through cash quickly, leaving investors exposed if they fail to turn things around. Without a clear path to profitability, these businesses risk running out of capital or relying on dilutive fundraising.

MongoDB Sees Self-Managed Growth, Expands AI Push Across Atlas and Enterprise
MarketBeat18d agoneutral
MongoDB Sees Self-Managed Growth, Expands AI Push Across Atlas and Enterprise

MongoDB (NASDAQ:MDB) executives said the company is seeing renewed growth in its self-managed Enterprise Advanced, or EA, business alongside continued investment in its Atlas cloud database platform, positioning the two offerings as complementary growth engines rather than competing products. Durin

Jordan Brand debuts training equipment line
Retail Dive18d agoneutral
Jordan Brand debuts training equipment line

The brand is releasing a line of strength training products inspired by Michael Jordan, even as Nike says it is overindexed with its classic footwear franchises.

What actually killed the Clarity Act? Politics, says Coinbase CEO.
Yahoo Finance Video18d agoneutralVIDEO
What actually killed the Clarity Act? Politics, says Coinbase CEO.

Scott Melker sits down with Coinbase (COIN) CEO Brian Armstrong, who argues that politics, rather than the substance of the legislation, ultimately derailed the bill, saying it contained roughly 95% of what both parties wanted but lacked the bipartisan support needed to move forward. Armstrong says the focus now shifts to the SEC and CFTC and their roles in shaping the regulatory framework for crypto. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto.

Nike eyes innovation with LVMH board pick
Retail Dive18d agoneutral
Nike eyes innovation with LVMH board pick

Alexandre Arnault, deputy CEO of Moët Hennessy, has “a reputation for helping iconic global brands evolve, innovate and grow,” Executive Chairman Mark Parker said.

What killed the Clarity Act? Coinbase CEO Brian Armstrong blames politics
Yahoo Finance Video18d agoneutralVIDEO
What killed the Clarity Act? Coinbase CEO Brian Armstrong blames politics

Scott Melker sits down with Coinbase (COIN) CEO Brian Armstrong, who argues that politics, rather than the substance of the legislation, ultimately derailed the bill, saying it contained roughly 95% of what both parties wanted but lacked the bipartisan support needed to move forward. Armstrong says the focus now shifts to the SEC and CFTC and their roles in shaping the regulatory framework for crypto. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto.

What actually killed the ClarityAct? Politics, says Coinbase CEO Brian Armstrong
Yahoo Finance Video18d agoneutralVIDEO
What actually killed the ClarityAct? Politics, says Coinbase CEO Brian Armstrong

Scott Melker sits down with Coinbase (COIN) CEO Brian Armstrong, who explains how politics, not legislation, killed the Clarity Act. According to Armstrong, the bill had 95% of what both sides wanted, but bipartisanship was lacking; now the ball is in the FFC and CFTC court. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto.

SpaceX Stock Rises Again. AI Demand Isn’t Slowing Down.
Barrons.com18d agoneutral
SpaceX Stock Rises Again. AI Demand Isn’t Slowing Down.

AI demand just isn’t slowing down, and SpaceX stock was up again early Thursday. Shares of Elon Musk’s rocket and AI company were up 1.5% at $153.08 in premarket trading, while and futures were up 0.8% and 0.7%, respectively. SpaceX scheduled the 14th test flight for its huge, fully reusable rocket, Starship, which might have helped.

Merck & Co. (MRK) is Building a Stronger Future Beyond Its Keytruda Franchise
Insider Monkey18d agoneutral
Merck & Co. (MRK) is Building a Stronger Future Beyond Its Keytruda Franchise

Auxier Asset Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Following a strong rebound from the first-quarter decline, the S&P 500 gained 15.2% as accelerating capital spending toward artificial intelligence infrastructure drove significant gains across technology hardware companies. Semiconductor and data-center-related businesses benefited from supply constraints […]

Earnings Drag and Geopolitical Headwinds Weigh on Lockheed Martin’s (LMT) Performance
Insider Monkey18d agoneutral
Earnings Drag and Geopolitical Headwinds Weigh on Lockheed Martin’s (LMT) Performance

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]

Group 1 Automotive (GPI): Can High Debt and a Troubled UK Acquisition Derail the Recovery?
Insider Monkey18d agoneutral
Group 1 Automotive (GPI): Can High Debt and a Troubled UK Acquisition Derail the Recovery?

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]