Arm Holdings plc (ARM) Stock Price Today
Bitcoin miner stocks pivoting to AI infrastructure fall amid rising Treasury yields pressure.
Shares of Bitcoin miners shifting focus to AI infrastructure, including Cipher Mining, TeraWulf, and HIVE Digital, dropped significantly due to rising 10-year Treasury yields nearing 4.7%. Higher yields increase borrowing costs and reduce the present...

Peacock raises subscription prices across all plans starting August 18
Peacock is increasing prices for all its subscription plans starting August 18, with the cheapest ad-supported plan rising from $7.99 to $8.99 per month. The ad-supported Premium tier will cost $12.99, up from $10.99, and the ad-free Premium Plus pla...

Carvana shares drop 7% despite record Q2, highlighting investor doubts over its online model.
Carvana's shares fell 7% to $65.50 despite reporting a record Q2 with $7.4 billion revenue and $513 million net income. The stock is down 17% year-to-date, contrasting with CarMax's 51% gain, raising questions about Carvana's online-first business mo...

Rep. Josh Gottheimer buys shares in cybersecurity firms, raising conflict of interest concerns.
Rep. Josh Gottheimer disclosed purchases of shares in three cybersecurity companies—CrowdStrike, Palo Alto Networks, and SailPoint—through a managed investment account. These companies provide critical security services to federal agencies, raising q...

Skeena Resources advances Eskay Creek mine, targeting 2027 start amid tight but credible funding.
Skeena Resources is progressing well on its Eskay Creek gold and silver project, which is 62% complete and aims to start operations by the second quarter of 2027. The mine is expected to be highly productive in its first five years with a total life ...

Joel Greenblatt's Gotham shifts to defensive with $2.65B SPY buy, adds Humana, General Mills, and Manhattan real estate.
Joel Greenblatt's Gotham Asset Management made a significant defensive move in Q2 2026 by adding $2.65 billion to the SPDR S&P 500 ETF, now about 20% of its portfolio, signaling a shift from concentrated stock picks to broader market exposure. The fu...

Oil supply disruptions ignored by markets, risking sharp price spike despite S&P 500 near highs
Despite severe oil supply disruptions from conflicts in Iran and Ukraine, equity and energy markets remain complacent, with the S&P 500 near record highs. AI-driven trading and research have reinforced institutional narratives that downplay the exten...

Fairholme Capital holds 76% in St. Joe, sees strong Q2 growth; adds Pfizer, Campbell Soup, UPS for diversification.
Fairholme Capital, led by Bruce Berkowitz, holds 76.43% of its portfolio in St. Joe Company, a Northwest Florida land developer, reflecting strong conviction as the company posted its highest Q2 revenue in 20 years with significant margin expansions....

Edgewise Therapeutics shifts focus to cardiovascular drugs after $1.55B sale, with strong Phase 2 results for EDG-7500.
Edgewise Therapeutics has transformed into a well-funded cardiovascular drug developer following the $1.55 billion sale of its muscular dystrophy drug sevasemten to Servier. Its lead cardiovascular candidate, EDG-7500, showed strong Phase 2 efficacy ...

Alphabet launches first income security with 6.25% yield, offering new income option amid AI growth.
Alphabet introduced its first-ever listed income security, the Series A and C Mandatory Convertible Preferred stocks, paying a 6.25% annual dividend and trading on Nasdaq. This new instrument, part of the largest US equity capital raise, funds Alphab...

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