Forget earnings: this hydrogen underdog just landed a lifeline deal. €30M in capital and a chart that just flipped bullish overnight.

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Markets

Wall Street was mixed today as strong earnings reports supported broader sentiment, but chip stocks dragged markets lower following scaled-back plans for a major AI infrastructure project.

  • DJIA [+0.40%]

  • S&P 500 [+0.06%]

  • Nasdaq [-0.39%]

  • Russell 2k [+1.01%]

Market-Moving News

Beverages

Coca-Cola’s Sugar Shift Marks a New Era for Its U.S. Strategy

Coca-Cola (NYSE: KO) is introducing a new cane-sugar version of its flagship soda in the U.S., aligning its product strategy with shifting political pressures and consumer preferences.

The move comes as part of a broader push toward ingredient transparency and natural formulations, amid a White House-backed campaign focused on healthier food and beverage options.

While the new rollout dominated headlines, Coca-Cola also reported better-than-expected quarterly revenue.

Pricing strength and demand for zero-calorie products helped offset a 1% dip in global volume, which was most notable in North America, Mexico, and India.

That drop reflects a more price-sensitive consumer landscape, especially in developed markets.

For long-term investors, the decision to expand cane-sugar offerings signals a balancing act.

Coca-Cola is absorbing higher input and packaging costs in exchange for brand differentiation and regulatory goodwill.

Rather than chase volume growth at all costs, the company is reshaping its portfolio for quality, market alignment, and pricing resilience.

That shift is evident in its focus on affordability, global diversification, and agile pricing structures across borders.

Those considering a position in Coca-Cola may see this as a margin defense play wrapped in a reputational strategy.

With 61% of revenue coming from overseas and tariffs still pressuring costs, the company is positioning itself for controlled growth without compromising brand strength.

What happens next will hinge on execution, not headlines.

Expanding cane-sugar production, managing pricing tiers, and holding consumer trust in a more health-conscious era will test Coca-Cola’s operating discipline.

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Retail

Discounts Mount as Nike Tries to Reclaim Brand Strength

Nike's (NYSE: NKE) effort to clear excess inventory is entering a critical phase, with the company doubling down on markdowns and value channels to move aging products off its shelves.

Despite these moves, digital traffic continues to slide, and the recovery in full-price demand remains patchy across key markets.

The phased inventory reset is expected to last through the first half of fiscal 2026; however, execution risk is rising as global pressures intensify.

For long-term shareholders, this is a margin story more than a sales one.

Nike is prioritizing inventory quality over top-line expansion, accepting short-term volume softness in exchange for long-term brand health.

With tariff headwinds ahead and consumer sentiment still uneven, success will depend on Nike's ability to rebuild pricing power without losing loyalty in its core segments.

Those considering a position at Nike may view the current period as a potential inflection point.

The company is refocusing around core franchises and high-margin regions, but must balance promotional pressure with innovation momentum.

As the reset unfolds, the market will be watching closely to see if Nike can reignite demand at full price.

Nike is no longer chasing growth for its own sake. The focus has shifted to profitability, brand strength, and operational control.

Whether that reset delivers will depend less on how much product moves, and more on how well Nike protects its margins while getting the right product in front of the right customer at the right price.

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Media

Three Streaming Stocks Gearing Up for a Bigger Second Half

Streaming fatigue may be a popular talking point, but subscriber growth continues to tell a different story.

From premium originals to live sports bundles, the major platforms continue finding ways to hold attention and grow revenue.

As earnings season heats, three names are back in focus: Netflix, Disney, and Paramount Global. Each one is leaning harder into streaming as a core business driver.

Analysts are watching subscriber counts, margins, and content strategies to separate leaders from laggards.

The setup heading into Q3 is very different for each, but one thing is clear: this market still rewards platforms that can scale profitably.

Netflix (NASDAQ: NFLX)

Netflix remains the benchmark for streaming.

It posted 12 percent revenue growth and 27 percent earnings growth in Q1, and analysts are forecasting another strong quarter.

The platform continues to expand internationally and monetize through ads and account-sharing limits.

What's holding back the stock is valuation.

Trading at 59 times earnings, Netflix is well above its historical average. The price tag has triggered some short-term selling, but analysts continue to raise their targets.

If the following report confirms that subscriber growth is translating into margin expansion, the stock could reclaim its momentum.

Disney (NYSE: DIS)

Disney's comeback is gaining momentum, and streaming is now a key factor.

In the last quarter, the company's Disney+, Hulu, and ESPN+ platforms turned a profit for the first time. That makes streaming a more dependable piece of the larger business.

The stock has climbed more than 40 percent over the past three months, and analysts are raising their targets ahead of the company's earnings report on August 5.

At 24 times earnings, Disney offers a more reasonable valuation than Netflix, with the bonus of a reinstated dividend.

Investors seeking a balanced mix of value and growth are beginning to re-enter the market.

Paramount Global (NASDAQ: PARA)

Paramount doesn't have the scale of its larger rivals, but it has been cutting costs, improving margins, and narrowing losses in its streaming segment.

The stock is still priced like a turnaround play, but that's precisely what some institutions are now watching for.

Analyst coverage has increased following updates on restructuring and speculation about potential M&A interest.

PARA trades at a steep discount to peers, and any signs of stronger subscriber retention or path to profitability could trigger a re-rating.

For contrarian investors, this is one of the few names in the group still flying under the radar.

Streaming Is Still a Growth Story, Just a More Selective One

Subscriber numbers still matter. Margin expansion still matters. But the streaming space is no longer about who can add the most users at any cost.

Investors are focusing on quality growth, efficient scale, and platform loyalty. 

Netflix is refining its lead. Disney is making a comeback with its profitable streaming service.

Paramount is trying to close the gap. And as earnings season plays out, each one has something to prove

Want to make sure you never miss our post-market roundup?

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Top Winners and Losers

Fusion Fuel Green Plc [HTOO] $6.84 (+59.81%)

Fusion Fuel jumped after announcing a strategic hydrogen partnership that could bring €30 million in capital to mid-scale clean energy projects.

Medpace Holdings Inc [MEDP] $477.73 (+54.67%)

Medpace soared after beating Q2 earnings expectations and raising full-year guidance, signaling robust demand for clinical research services.

Kohl's Corp [KSS] $14.35 (+37.72%)

Kohl’s surged as Reddit-fueled retail traders targeted the stock for a short squeeze amid 50% short interest and no major corporate news.

Badger Meter [BMI] $204.82 (-16.48%)

Badger Meter fell after missing EPS expectations in Q2 and reporting weaker margins, despite strong revenue growth and rising utility water sales.

Helius Medical Technologies Inc [HSDT] $8.25 (-13.88%)

Helius plunged as traders locked in profits following yesterday’s surge on positive stroke trial results, with no new catalysts today.

Spire Global Inc [SPIR] $10.70 (-11.28%)

Spire slid after announcing the resignation of auditor PwC post-Q2 filing, raising investor concerns despite no flagged accounting issues.

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Everything Else

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Thanks for reading. I'll see you at the next open! 

Best Regards,
Adam G.
Elite Trade Club

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