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Stocks Decline Amid Deteriorating Macroeconomic Conditions
Stocks extended losses on Thursday amid a deteriorating macroeconomic backdrop and fresh AI worries, with concerns over accelerating artificial intelligence spending outweighing otherwise solid quarterly results. Meanwhile, rising Treasury yields and oil prices added pressure to equity markets.Oil prices jumped after Yemen's Iran-backed Houthi militant group claimed attacks on two Saudi Arabian tankers in the Red Sea, fueling worries about further conflict in the Middle East. U.S. President Donald Trump has threatened to bomb Iran infrastructure following the event and said he is seriously considering restarting major combat operations in Iran, including a "massive attack" that would be bigger than the ones previously carried out.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Alphabetreported, but slid after it also raised its FY26 capex guidanceTeslareportedand maintained its FY26 capex guidanceIBMreportedand cut its FY26 revenue growth outlook amid weakness in infrastructure revenueLockheed Martinprovided areport for Q2AMDand Cerebras Systemsannounced a partnership over a2. WALL STREET CALLS:AT&Tto Outperform at Wolfe ResearchNorwegian Cruise Lineto Hold at TruistVerisk Analyticsto Buy at JefferiesPegasystemsat KeyBanc, William Blair and Loop CapitalCitiAgilon Healthto Sell on "too rich" valuation3. AROUND THE WEB:Atari has inked a film deal with Comcast'sUniversal Pictures to develop 10 classic Atari IP for the big screen, Deadline reportsUberhas cut 10% of jobs within its customer service operations to simplify its ranks and "embrace artificial intelligence," a spokesperson confirmed to BloombergInteland Advanced Micro Devicesare signing longer-term purchase commitments with Chinese server customers for data-center processors, a consequence of the AI boom driving demand and giving suppliers leverage to seek long-term purchase deals, Reuters reportsSamsungmay invest up to EUR 1B in Mistral as part of a broader round valuing it at EUR 20B, after previously backing the AI startup through its venture arm, FT saysAmazonis being probed by the Senate Small Business Committee for allegedly allowing China to influence the ecommerce giant's online marketplace, Bloomberg reports4. MOVERS:Novocuregained in New York afterand raising its guidance for FY26Cleveland-Cliffsincreased after, providing guidance for Q3 and 2H, and providing updates on USW and POSCOPalisade Biowas higher after Oppenheimercoverage of the stock with an Outperform ratingAlbertsonswas lower after, cutting its guidance for FY26, and announcing the retirement of CFO McCollamSTMicroelectronicsfell in New York afterand providing guidance for Q35. EARNINGS/GUIDANCE:Union Pacific, with EPS and revenue beating consensusVita Cocoand raised its guidance for FY26American Airlinesand provided guidance for Q3Nasdaqand raised its guidance for FY26, with CEO Adena Friedman calling it "an outstanding second quarter"Imax, with EPS and revenue beating consensusINDEXES:The Dow fell 506.93, or 0.97%, to 51,711.65, the Nasdaq lost 533.21, or 2.15%, to 25,137.69, and the S&P 500 declined 90.66, or 1.21%, to 7,408.30.
Major Averages Drop Sharply Amid AI Spending Concerns
The major averages were sharply lower near noon as investors digest the first wave of megacap technology earnings, with concerns over accelerating artificial intelligence spending outweighing otherwise solid quarterly results. Meanwhile, Treasury yields and oil prices are climbing, adding pressure to equity markets.Oil prices are surging after Yemen's Iran-backed Houthi militant group claimed attacks on two Saudi Arabian tankers in the Red Sea, fueling worries about further conflict in the Middle East. U.S. President Donald Trump has threatened to bomb Iran infrastructure following the event and said he is seriously considering restarting major combat operations in Iran, including a "massive attack" that would be bigger than the ones previously carried out.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Alphabetreported, but slid after it also raised its FY26 capex guidanceTeslareportedand maintained its FY26 capex guidanceIBMreportedand cut its FY26 revenue growth outlook amid weakness in infrastructure revenueCSXreported better-than-expectedLockheed Martinprovided areport for Q22. WALL STREET CALLS:AT&Tto Outperform at Wolfe ResearchNorwegian Cruise Lineto Hold at TruistVerisk Analyticsto Buy at JefferiesPegasystemsat KeyBanc, William Blair and Loop CapitalCitiAgilon Healthto Sell on "too rich" valuation3. AROUND THE WEB:Yelpis expanding its role in AI-powered local search by licensing reviews, photos, and business data to OpenAI, Axios saysUberhas cut 10% of jobs within its customer service operations to simplify its ranks and "embrace artificial intelligence," a spokesperson confirmed to BloombergInteland Advanced Micro Devicesare signing longer-term purchase commitments with Chinese server customers for data-center processors, a consequence of the AI boom driving demand and giving suppliers leverage to seek long-term purchase deals, Reuters reportsSamsungmay invest up to EUR 1B in Mistral as part of a broader round valuing it at EUR 20B, after previously backing the AI startup through its venture arm, FT saysAmazonis being probed by the Senate Small Business Committee for allegedly allowing China to influence the ecommerce giant's online marketplace, Bloomberg reports4. MOVERS:Novocuregains in New York afterand raising its guidance for FY26Cleveland-Cliffsincreases after, providing guidance for Q3 and 2H, and providing updates on USW and POSCOPalisade Biohigher after Oppenheimerof the stock with an Outperform ratingAlbertsonslower after, cutting its guidance for FY26, and announcing the retirement of CFO McCollamSTMicroelectronicsfalls in New York afterand providing guidance for Q35. EARNINGS/GUIDANCE:Union Pacific, with EPS and revenue beating consensusVita Cocoand raised its guidance for FY26American Airlinesand provided guidance for Q3Nasdaqand raised its guidance for FY26, with CEO Adena Friedman calling it "an outstanding second quarter"Imax, with EPS and revenue beating consensusINDEXES:Near midday, the Dow was down 0.96%, or 502.97, to 51,715.61, the Nasdaq was down 2.22%, or 571.25, to 25,119.66, and the S&P 500 was down 1.24%, or 92.82, to 7,406.14.
Raises FY26 Adjusted EBITDA Outlook to $0M-$15M
Raises FY26 adjusted EBITDA view to $0M-$15M from ($15M)-$0M.
Novocure Reports Q2 Revenue of $183.6M
Reports Q2 revenue $183.6M, consensus $172.44M. "This was our strongest quarter to date, with record net revenues and active patients on therapy," said Frank Leonard, CEO, Novocure. "We continue to launch our therapies in multiple markets allowing us to bring TTFields therapy to many more patients who can benefit. We are well-positioned to advance our patient-forward mission while driving sustainable growth and making material progress on our path to profitability."
Novocure's Optune Pax Receives CE Mark for Pancreatic Cancer Treatment
Novocure announced that Optune Pax has received CE Mark for the treatment of adult patients with locally advanced pancreatic cancer of exocrine origin, concomitant with gemcitabine and nab-paclitaxel in accordance with guideline recommendations. "Pancreatic cancer is often diagnosed in late stages when tumors are more difficult to treat. As a result, treatment options have limited effect and survival rates have remained low for decades. However, in the Phase 3 PANOVA-3 trial for Optune Pax, a statistically significant improvement in overall survival was observed in patients who were at an advanced stage of disease," said Teresa Macarulla, MD, PhD, Head of the Department of Medical Oncology at Hospital Clinic Barcelona. "In addition, Optune Pax was also shown to delay pain progression, a debilitating symptom of pancreatic cancer. This is a promising treatment for patients who have an urgent need for new options."
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