S&P 500

Nuclear and Uranium

78 OKLO Why Oklo (OKLO) Is Up 8.5% After First Criticality And Initial Reactor ...
  • ๐Ÿš€ Oklo achieved first criticality at Texas test reactor under DOE program.
  • ๐Ÿ’ฐ Company recorded first quarterly sales of US$1.21 million validating commercial activity.
  • ๐Ÿ“‰ Quarterly net loss widened to US$48.54 million with basic loss of US$0.28.
88 CCJ Invest in Cameco to buy in to the nuclear renaissance - MoneyWeek
  • ๐Ÿ“ˆ Global uranium supply expected to be only 50% of demand by 2041.
  • ๐Ÿ’ฐ 2025 revenue rose 11% to $3.5 billion with EPS up 321%.
  • ๐Ÿค Signed nine-year India deal for 22 million pounds worth C$2.6 billion.
88 OKLO OKLO INC : NYSE - LinkedIn
  • ๐Ÿ“ˆ Stoneblack initiates 'Speculative Buy' with $78 target implying ~90% upside.
  • ๐Ÿ—๏ธ Oklo received DOE approvals for Groves reactor with criticality targeted this month.
  • ๐Ÿ’ฐ Company raised $1.182B net via January 2026 equity program.
82 CCJ Hereโ€™s Why Cameco Corporation (CCJ) Outperformed in Q2
  • ๐Ÿ“ˆ Aristotle Capital International Equity Strategy returned 4.99% gross in Q2 2023.
  • โ›๏ธ Cameco operates high-grade uranium mines at Cigar Lake and McArthur River.
  • ๐Ÿค Westinghouse acquisition expected to enhance Cameco's downstream fuel services.
78 CCJ News of the day: GDP gains, Ontario nickel mine approval, oilpatch ...
  • ๐Ÿ‡จ๐Ÿ‡ฆ Canada's real GDP grew 0.3% in May with continued expansion.
  • โœ… Major Ontario nickel mine approved for US$2B construction and US$2.5B total capital.
  • ๐Ÿ”‹ Nickel operations will support stainless steel and electric vehicle battery production.

Big Pharma

88 ABBV Cantor Fitzgerald Issues Positive Forecast for AbbVie (NYSE:ABBV) Stock ...
  • ๐Ÿ“ˆ Cantor Fitzgerald raised AbbVie price target to $285.
  • ๐Ÿ“Š Q2 earnings beat estimates at $3.65 per share.
  • ๐Ÿ’ฐ Revenue reached $16.99 billion with 10.2% growth.
82 BIIB Stocks making the biggest moves premarket: Biogen, Vertiv, GE HealthCare, Generac & more
  • ๐Ÿ“ˆ Biogen shares rose 0.7% after beating estimates and raising EPS guidance.
  • ๐Ÿ“‰ Vertiv stock fell 13% as organic revenue growth missed consensus forecasts.
  • โšก Generac jumped 5.5% on earnings of $2.91, far exceeding the $2.01 forecast.
82 NVO Novo Nordisk shares in hot water after disappointing trial
  • ๐Ÿ“‰ Shares fell 8.6% after ZEUS trial failed main goal.
  • ๐Ÿ’Š Drug lowered inflammation but did not prevent heart attacks.
  • โš ๏ธ Patients on drug faced more serious infections than placebo.
78 BIIB Biogen Stock Rating Upgraded Amid Positive Data From Alzheimer's ...
  • ๐Ÿ“ˆ Truist upgraded Biogen to Buy, raising target to $235.
  • โš ๏ธ Diranersen missed primary endpoint but slowed decline at 60 mg.
  • โœ… Drug reduced tau in spinal fluid and brain scans.
78 NVO Novo Nordisk (NVO) Stock Looks Below Fair Value Despite Recent Setbacks
  • ๐Ÿ“‰ Stock fell 36.4% over three years with recent underperformance.
  • ๐Ÿ’ฐ Trades at 11.1x P/E vs 24.7x peer average.
  • ๐Ÿ“Š Fair value model suggests stock is undervalued by double.

Big Tech and AI

Biotech / Genomics

92 CRSP CRISPR Therapeutics Provides Business Update and Reports Second Quarter 2026 Financial Results
  • ๐Ÿ“ˆ CASGEVY revenue hit $76M in Q2 2026, up 151% year-over-year.
  • โœ… FDA approved CASGEVY for sickle cell disease in children aged 2+.
  • ๐Ÿ’ฐ Cash and securities totaled $2.36 billion as of June 30, 2026.
78 MRNA Moderna Q2 EPS Estimate Lifted by Brookline Capital Markets
  • ๐Ÿ“ˆ Brookline raised Q2 2026 Moderna EPS estimate to ($1.97).
  • ๐Ÿ’ฐ Moderna Q2 revenue hit $145M, beating the $102.93M consensus.
  • ๐Ÿ“‰ Q2 loss of ($1.97) beat expected ($2.03) loss per share.
82 CRSP CRISPR Therapeutics Provides Business Update and Reports Second Quarter ...
  • ๐Ÿ“… CRISPR Therapeutics reported Q2 2026 results on August 3, 2026.
  • โœ… CASGEVY FDA approved for children as young as 2 years old.
  • ๐Ÿค Vertex leads global development under a 60/40 profit-sharing agreement.
78 MRNA Amundi Reduces Holdings in Moderna, Inc. $MRNA - Defense World
  • ๐Ÿ“‰ Amundi sold shares, retaining a $45.96 million stake.
  • ๐Ÿ’ฐ Revenue hit $145M, beating estimates with a 2.1% rise.
  • ๐Ÿ“‰ Reported loss of $1.97 per share, better than expected.
68 MRNA 11 Best Performing S&P 500 Stocks in the Last 10 Years (2026)
  • ๐Ÿ“ˆ Moderna ranks in top 11 S&P 500 stocks with 925.2% decade gain.
  • ๐Ÿ’‰ RSV vaccine shows 83.7% efficacy against lower respiratory disease in older adults.
  • ๐Ÿ“‰ Deutsche Bank raised target to $225 but expects a loss this year.

Crypto and Blockchain

82 IREN IREN (IREN) vs. CORZ and APLD: Can Its AI Cloud Buildout Turn Contracted Demand Into Profits?
  • ๐Ÿ“Š AI Cloud revenue doubled to $33.6M while total Q3 revenue fell to $144.8M.
  • ๐Ÿ”‹ Secured 5GW power and 150k GPUs targeting $3.7B annual recurring revenue by 2026.
  • ๐Ÿค Signed $3.4B five-year NVIDIA contract covering 60MW Blackwell capacity via prepayments.
88 IREN IREN Completes Acquisition of Mirantis
  • ๐Ÿ“… IREN completed Mirantis acquisition on August 4, 2026.
  • ๐Ÿ“œ Deal includes ~12.6M shares plus $40M cash and RSUs.
  • ๐Ÿš€ Expands AI Cloud platform with enterprise software expertise.
78 COIN Coinbase shares slide as revenue and earnings miss despite record market share
  • ๐Ÿ“‰ Shares slid >5% after Q2 adjusted loss of 40 cents vs 11-cent expectation.
  • ๐Ÿ’ฐ Revenue fell 19% to $1.22B as transaction revenue dropped 22%.
  • ๐Ÿ“Š Global crypto spot market share hit record 10.3% for third straight quarter.
78 IREN Infrastructure Vs. Software: Can IREN Limited Capture The Real Value In AI
  • ๐Ÿ”„ IREN pivots from Bitcoin mining to AI infrastructure provider.
  • ๐Ÿ’ฐ Secured $2.8B contracts covering 85% of $4B 2026 target.
  • ๐Ÿค Major clients include Microsoft and Nvidia.
68 IREN ABN Amro Investment Solutions Buys Shares of 15,648 IREN Limited $IREN
  • ๐Ÿ“ˆ ABN Amro bought 15,648 shares worth $536,000 in Q1.
  • ๐Ÿข IREN operates Australian bitcoin mining data centers.
  • ๐Ÿ’ฐ Institutions now own 41.08% of outstanding stock.