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Can Nvidia’s circular financing keep fueling the market rally?
Yahoo Finance Video2d agobullishVIDEO
Can Nvidia’s circular financing keep fueling the market rally?

Morning Brief Host Julie Hyman welcomes Defiance ETFs CIO Sylvia Jablonski and Yahoo Finance Senior Business Reporter Ines Ferre to the show to break down Nvidia (NVDA)’s circular financing, the cyclical nature of the semiconductor industry, and whether massive AI capex spending can continue to fuel the chip rally.

DLocal (DLO) May Find a Bottom Soon, Here's Why You Should Buy the Stock Now
Zacks2d agobullish
DLocal (DLO) May Find a Bottom Soon, Here's Why You Should Buy the Stock Now

DLocal (DLO) appears to have found support after losing some value lately, as indicated by the formation of a hammer chart. In addition to this technical chart pattern, strong agreement among Wall Street analysts in revising earnings estimates higher enhances the stock's potential for a turnaround in the near term.

Investing.com2d agobullish
Jefferies upgrades Five Below to buy, sees path to TJX-like re-rating

Investing.com -- Jefferies upgraded Five Below to Buy from Hold and raised its price target to $350 from $210, arguing that investors are underestimating structural improvements at the discount retailer and focusing too heavily on the temporary boost from its popular “squishy” products.

Investing.com2d agobullish
Burry doubles down on Nebius short after stock surges 34% on earnings

Nebius (NASDAQ: NBIS), the Nvidia-powered AI cloud provider spun out of Russian internet giant Yandex and now headquartered in Amsterdam, is the direct vehicle for Burry’s trade. Nvidia itself remains the dominant hardware supplier underpinning the AI cloud boom, and any meaningful deceleration in infrastructure spending at companies like Nebius would weigh on GPU demand across the sector.

ECARX Targets Global Growth With AI, Silicon and Automaker Partnerships
MarketBeat2d agobullish
ECARX Targets Global Growth With AI, Silicon and Automaker Partnerships

ECARX (NASDAQ:ECX) executives outlined the automotive technology supplier’s global expansion strategy, product portfolio and financial targets during a JPMorgan conference session, highlighting partnerships with major automakers and continued investment in software, silicon and artificial intelligen

Bullish Tops Revenue Estimates, Losses Deepen Amid Crypto Downturn
Barrons.com2d agobullish
Bullish Tops Revenue Estimates, Losses Deepen Amid Crypto Downturn

Bullish braved a trading slowdown to post higher-than-expected revenue in the second quarter even as swings in the fair value of its cryptocurrency holdings caused its losses to deepen. Subscriptions and services revenue—a category including anything other than core transaction fees, from CoinDesk event revenue to margin loans—grew to a “record” $62.7 million from $32.9 million in 2025. Digital asset sales, a measure of revenue generated from executing crypto spot transactions on the exchange, fell to $32.6 billion from $58.6 billion last year.