The 30-year Treasury yield hit its highest level since 2007 on Monday as bonds sold off amid fresh concerns about the Iran conflict and a session that didn’t offer much relief.

Bally’s casino operator disclosed a going concern warning in its quarterly filing while carrying more than $4 billion in debt against a market cap that’s a fraction of that.

Today’s edition has every name that moved and the week’s most important upcoming catalysts.

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The 30-year Treasury yield hit 5.31%, its highest close since June 2007, as bond markets sold off on fresh reports that Iran seized an oil tanker in the Strait of Hormuz and investors continued to price in a prolonged higher-for-longer rate environment.

Alibaba announced a $1.5 billion deal to sell its video game business as the company sharpens its focus on AI, while L3Harris fired its Chairman and CEO Christopher Kubasik over conduct issues, sending shares lower.

Chip stocks advanced modestly, but it wasn’t enough to offset weakness elsewhere.

Wednesday’s Fed meeting minutes are the week’s next major catalyst, arriving as rate hike expectations remain elevated and the Strategic Petroleum Reserve falls to its lowest level since 1982.

Uber Technologies is expanding Uber Eats into autonomous delivery through a new partnership with Zipline, bringing drone deliveries to U.S. customers with the first service launches planned for later this year.

Uber is also making a strategic investment in Zipline, with the companies targeting 1 million drone deliveries per day by the end of 2029 and planning to expand from Zipline’s existing markets into dozens of additional U.S. cities.

Serve Robotics is expanding its autonomous delivery business through a new partnership with Grubhub, initially deploying its sidewalk robots for food orders in Chicago, Los Angeles and Alexandria as its long-running Uber Eats relationship approaches its end.

Serve has also launched with DoorDash in San Jose and Washington, D.C., while introducing smaller robot depots in Miami that can lower deployment costs and help the company enter new markets faster as it works to replace lost Uber delivery volume.

SouthState Bank launched a dedicated government contractor banking division to provide financing, treasury management, capital markets, and M&A services to businesses working with federal agencies.

The new unit will target companies operating around military bases, ports, and federal facilities across SouthState’s nine-state footprint, extending the bank into a specialized commercial market with significant government-linked activity.

Bank of America and Citigroup are among six banks that agreed to pay $86.4 million to resolve an eight-year antitrust lawsuit accusing their Mexican banking affiliates of manipulating government bond prices.

The preliminary settlement would resolve the remaining claims in the Manhattan case, bringing total payouts, including earlier settlements, to $107.1 million while the banks continue to deny wrongdoing.

Universal Health Services completed its acquisition of Talkspace, bringing the virtual mental health platform into one of the country’s largest hospital and behavioral healthcare networks.

The deal gives UHS access to Talkspace’s network of roughly 6,000 licensed providers and a digital platform available to more than 200 million people through insurers, employers, schools and government organizations.

Concentra expanded its Minnesota presence after acquiring four occupational health centers across the Minneapolis-St. Paul area, doubling its medical-center footprint in the state to eight locations.

The newly acquired centers provide workplace injury care, physical therapy, drug testing, physical exams, and medical surveillance services as Concentra continues building out its nationwide occupational health network.

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Synchrony Financial is teaming with OpenAI to integrate financing and rewards into AI-powered shopping, including a ChatGPT plugin that lets consumers discover promotional financing and savings offers from participating merchants.

The partnership also puts OpenAI models and workplace tools across Synchrony’s internal operations as the company moves its payments, loyalty and financing products deeper into AI-driven commerce and checkout experiences.

Arrow Electronics expanded its relationship with IBM by adding distribution coverage in seven European countries, extending access to IBM infrastructure, automation, data, hybrid-cloud and IT operations products.

The expansion gives Arrow’s channel partners in Bulgaria, Croatia, the Czech Republic, Germany, Slovakia, Slovenia and Ukraine access to additional technical support, experience centers and IBM accelerator programs.

JPMorgan Chase has been selected to lead General Atlantic’s revived IPO effort, as the $130 billion investment firm moves closer to a potential public listing after shelving earlier plans during a more difficult market environment.

Goldman Sachs and Morgan Stanley have also been brought onto the deal, with General Atlantic refreshing its IPO preparations and potentially targeting a public debut before the end of 2026.

Ameriprise Financial added advisors Lee Winters III and Chris McClure after the $160 million practice moved from Wells Fargo, bringing another established wealth-management team onto its branch platform.

The South Carolina-based team is joining Ameriprise with its existing client relationships while gaining access to the company’s advisory technology, AI capabilities and Signature Wealth program as the firm continues expanding its advisor network.

Wetour Robotics [WETO] $24.59 (+199.15%)

Wetour launched Orchestra, a portable AI hub and operating system for wearable robotics built on NVIDIA Jetson, designed to coordinate multiple wearable devices in real time through a single intelligence layer.

The company also completed a fresh PIPE raise that removed near-term liquidity concerns, with an upcoming extraordinary general meeting adding a binary event to the setup.

All of this landed on a post-reverse-split float so thin that the stock can move violently on relatively small order flow, which is exactly what happened.

IP Strategy Holdings [IPST] $7.39 (+235.89%)

IPST is an IP monetization company that spiked more than 200% on a thin float with no single confirmed fresh catalyst beyond continued momentum from recent strategic IP announcements.

The stock went from the$2s to above $8 intraday on massive volume.

A 60% gross margin but deeply negative operating income tells you this is a momentum trade running on float dynamics and sector narrative, not a fundamental repricing.

Treat the numbers in the TradingView listing as the anchor here.

Axe Compute [AGPU] $10.62 (+28.42%)

Axe Compute reported Q2 2026 revenue of $3.2 million, its first full quarter from Neocloud AI compute services, compared with almost nothing a quarter earlier.

A $260 million B300 GPU cluster is deploying in Q3 2026 and will generate roughly $21 million per quarter in recurring revenue once live, against a $4 billion pipeline.

The company pivoted from legacy oncology drug discovery to GPU compute infrastructure, and Monday's revenue print was the first real confirmation the pivot is working.

Bally’s Corporation [BALY] $10.31 (-26.30%)

Bally’s Friday night SEC filing disclosed that auditors have flagged a going concern, citing $4.51 billion in long-term debt against a market cap that was already shrinking.

The company paused Chicago casino construction, idled 200 workers, and faces a $4 million city payment it may withhold in September.

Q2 revenue actually grew 20% year-over-year. The business isn’t collapsing. The balance sheet, on the other hand, has nowhere comfortable to stand.

Flotek Industries [FTK] $28.66 (-20.01%)

Flotek had run over 100% year-to-date before its Q2 2026 results landed Thursday after close.

The quarter showed strong revenue growth and raised full-year guidance, but free cash flow came in negative despite the reported profit, and a year-to-date run that big doesn’t leave much cushion for anything less than a perfect print.

When a stock doubles and the quarter raises questions about cash generation quality, the market resets the multiple fast.

Cue Biopharma [CUE] $27.64 (-19.18%)

Cue reported Q2 results showing sharply wider operating losses driven by one-time non-cash charges and acquisition-related payments from its CUE-221 licensing deal.

The company also completed two dilutive PIPE financings in two months, raising $80 million total in April and July while share count grew significantly.

Phase 2 CSU data for CUE-221 is expected by the end of Q3 2026, but with dilution building and losses widening, the market isn’t waiting patiently for the readout.

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