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The market’s attention is on benchmark crude, but the real signal is in disrupted physical flows and a gasoline spike. When logistics get messy, downstream margins and inflation expectations usually notice before stock investors do.
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Red Cat Holdings maintains a bullish outlook despite mixed Q2'26 results and market hesitancy. The drone company reaffirmed FY guidance of $150–$180M revenue, but reaching this target requires a significant ramp in 2H sales. The Dept. of War is long overdue to place major drone orders while Red Cat has built a large manufacturing base to support a pipeline topping $1 billion.
Always keep an eye on options even if you don't use them, says Kevin Davitt of @nasdaq. He turns to index data tied to straddles and volatility to help explain why bullish activity in options is vastly outweighing downside risks in the current market environment.
Minutes from the Federal Reserve's July meeting will offer a closer look at the debate that produced three dissents in favor of a quarter-point rate increase, an unusually visible split as policymakers contend with elevated inflation and mixed economic data. Joining Joe Mathieu and Carol Massar on Bloomberg This Weekend, BMO Capital Markets Senior Economist Jennifer Lee expects the Fed to remain patient, with the firm forecasting no rate move until late 2027, when it expects the central bank to begin cutting.
Tyson Foods is cutting beef-processing capacity as the US cattle herd nears a five-decade low driving up livestock costs and contributing to persistent losses in beef business. Bloomberg News Agriculture Reporter Ilena Peng is on Bloomberg This Weekend and explains to hosts Joe Mathieu and Carol Massar that consumers are also pushing back against record prices, but meaningful relief may take years as the herd rebuilds, while a planned resumption of some cattle imports from Mexico could provide limited near-term help.
Implied volatility, as measured by the VIX, has dropped to multi-year lows amid a tightly range-bound S&P 500. Options-gamma positioning and dealer hedging flows have suppressed both realized and implied volatility, but this may shift post-options expirations.
Most Gulf stock markets rose on Sunday despite ongoing regional uncertainty, with peace talks showing no signs of progress and oil tanker traffic through the strategic Strait of Hormuz yet to fully resume.
U.S. equity markets climbed to fresh record highs as a second straight month of encouraging CPI and PPI data eased Fed-hike fears, despite higher oil prices and softer retail sales. The S&P 500 gained 0.4%, while the Nasdaq 100 rose 1.1% as AI infrastructure winners led again. Energy surged nearly 8%, while Consumer Discretionary lagged on consumer-spending concerns. REITs were mixed as higher long-term yields offset a strong conclusion to earnings season. The Equity REIT Index gained 0.4%, led by Data Center and Cell Tower REITs.
Bill Ackman is accumulating positions in Netflix, Visa, Mastercard, and S&P Global, targeting wide-moat businesses at compressed valuations. Pershing Square views NFLX as having won the streaming wars, with a robust global subscriber base and improving free cash flow; expected EPS compounding is ~19% annually. V and MA are described as financial 'toll roads' with unmatched network effects, high margins, and double-digit EPS growth, both rated with a 10/10 moat score.
Wall Street will get a series of fresh reads on the health of the U.S. consumer next week, with earnings from Walmart, Target, and Home Depot taking center stage during a relatively quiet stretch for economic data.
German companies slashed investments in the United States to a three-year low in the first half of 2026, as Trump administration policies fed uncertainty between the transatlantic trading partners.
Financial Institutions, Inc. remains a Buy, supported by improved profitability, stronger capital ratios, and positive FY 2026 guidance revisions. FISI's net interest margin rose to 3.70% in Q2 2026, driven by lower funding costs and anticipated higher-yielding loan replacements. Asset quality is stable but requires monitoring, particularly in nonperforming loans and consumer indirect auto loan exposure.
Just 13% of U.S. large-cap funds have outperformed indexes over the past decade, new data show.
Companies such as Caterpillar and Cummins are pivoting to feed a booming market for once-prosaic power equipment.
The optical industry's two largest laser chip suppliers confirmed this week that laser chips are facing a severe, structural supply crunch complicated by rising demand for optical solutions in AI. The demand for laser chips is so elevated that large customers are rushing to other fringe players that can urgently provide them with laser chips that are needed for AI.
In a slow week for the market, there were pockets of strength in Energy and Cyclicals. The S&P 500 reached a record high on Thursday, the 27th this year.
One thing the Federal Reserve could always count on to keep inflation low was falling prices for computers, cell phones and other high-tech stuff — but not anymore.
BlackRock's Rick Rieder says the latest CPI report gave markets reason to celebrate, but inflation remains above the Fed's 2% target. He argues the economy is now “in the ballpark” and that raising overnight rates may not be the most effective way to bring inflation lower.
Net interest is now $931B, the third-largest line in the federal budget, behind Social Security at $1.38T and Medicare at $955B. Hyperscalers now compete with Treasury for the same capital.
Nvidia and major Wall Street asset managers are launching a $500 billion AI infrastructure fund, signaling deep confidence in ongoing AI buildout, baffling the AI pessimists. Hyperscalers are ramping CapEx to avoid compute constraints, causing S&P 500 free cash flow yields to reach new lows as AI demand accelerates.
The Trump administration is considering additional sanctions on Iran as the Strait of Hormuz blockade squeezes oil flows and keeps pressure on US gasoline prices. Joining Bloomberg This Weekend is Axios Business Reporter Nathan Bomey who says Washington could target companies or countries doing business with Iran, potentially putting China and its purchases of Iranian oil in the spotlight.
The Valkyrie Bitcoin Miners ETF (NASDAQ:WGMI) is up 97% over the past year even though bitcoin has lost 46% of its value in the same window.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In First Solar To Contact Him Directly To Discuss Their Options If you purchased or acquired securities in First Solar between February 26, 2025 and February 24, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information] New York, New York--(Newsfile Corp. - August 16, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against First Solar, Inc. ("First Solar" or the "Company") (NASDAQ: FSLR) and reminds investors of the August 24, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Costco stock has underperformed the S&P 500 so far in 2026. Its membership renewal rates in North America are strong at 92.2%.
A strong quarter improved Microsoft's standing with investors. Rampant Azure growth and a shift to in-house chips and models are paying off.
New York, New York--(Newsfile Corp. - August 16, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of GoDaddy Inc. (NYSE: GDDY) resulting from allegations that GoDaddy may have issued materially misleading business information to the investing public. SO WHAT: If you purchased GoDaddy securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
Qualys NASDAQ: QLYS executives said the company's second-quarter performance reflected growing customer demand for vulnerability remediation, patch management and Enterprise TruRisk Management, or ETM, while positioning newer products as potential drivers of longer-term growth.
Archer guided to a third-quarter adjusted EBITDA loss of $170 million to $200 million after losing $177.1 million on that basis in the second quarter. The company held $1.56 billion of cash, cash equivalents, and short-term investments at the end of June, down about $400 million over six months.
The news doesn't stop when markets close. Hosts Joe Mathieu, Carol Massar and Lisa Mateo bring clarity, context and a bit of humor to the weekend's biggest headlines, LIVE from New York.
Walmart (WMT) faces heightened scrutiny as it reports earnings Thursday, with concerns over U.S. comparable sales potentially missing expectations. Oppenheimer downgraded WMT to Perform, citing anticipated comps of 3% versus the Street's 3.8%, and moderating growth in General Merchandise and Health & Wellness.
New York, New York--(Newsfile Corp. - August 16, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of The Ensign Group, Inc. (NASDAQ: ENSG) resulting from allegations that Ensign may have issued materially misleading business information to the investing public. SO WHAT: If you purchased Ensign securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.