Shopify Inc. (Nasdaq: SHOP) gains on Jefferies and Morgan Stanley upgrades and growing Wall Street confidence in its AI assistant Sidekick and agentic-commerce push ahead of Q2 results.
Przemyslaw K. Radomski, CFA on oil's invalidated breakout, the four-day chart-vs-news sequence around the Iran conflict, and gold's muted reaction to bullish tailwinds.
deVere Group CEO Nigel Green on rising gilt yields, mortgage rate increases, and the tax hikes or borrowing needed to fund Prime Minister Andy Burnham's spending pledges ahead of the autumn Budget.
Richard Mills on gold's 28% drop from its January 2026 record high, the 50-year pattern of higher lows, and why falling real interest rates could mark a bottom.
Monica Kingsley on Friday's failed Nasdaq bounce, the hyperscalers-vs-semis rotation, paused high yield corporate bonds, and the Saudi Arabia strikes that confirmed her Mideast escalation call.
Digital Realty (NYSE: DLR) shares surged after second-quarter results showed record Core FFO per share, an 18% revenue jump, and a raised 2026 outlook.
LiveWire Group (NYSE: LVWR) shares more than doubled after second-quarter revenue rose 55%, with CEO Karim Donnez citing the new S4 Honcho platform and the Dust Motorcycles acquisition.