The Dow’s six-session winning streak ended as Salesforce, Boeing, and UnitedHealth all had rough days. SpaceX unlocked more than 900 million shares for trading, and the stock went up anyway.
Today’s edition covers the lockup story, Apollo’s $7.7 billion European airline bet, and every name that moved before the week’s end.
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Elite Trade Club Insider
A Product Chief Has Sold $18.5 Million. A CEO Just Cut His Reported Stake by 40%.
One senior technology executive sold another $3 million as his company reached a fresh 52-week high, bringing his disclosed sales since late May above $18.5 million.
Elsewhere, a CEO sold nearly $7.8 million immediately after an earnings beat sent shares sharply higher. The dollar amount is smaller than the technology executive’s selling campaign, but the ownership reduction sends the stronger warning.
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Markets
Salesforce, Boeing, and UnitedHealth dragged the Dow down 464 points and snapped its five-session winning streak — the longest the index had managed all year — while the Nasdaq finished near flat as investors rotated around rather than out.
More than 900 million SpaceX shares became eligible for sale as the post-IPO lockup expired, and investors who had braced for a flood of selling watched the stock climb 6% instead, signaling that institutional demand is stronger than the supply pressure; SpaceX options trading simultaneously hit its highest level since mid-June with put contracts at $100-$105 as the most popular hedges.
Brent crude rose about 4% to above $82 as Iran and Oman finalized a draft agreement to reopen the Strait of Hormuz, a deal that would give Iran oversight of ships entering the Persian Gulf without allowing toll collection.
Apollo Global Management agreed to buy British budget airline easyJet for $7.7 billion, winning a bidding war against Castlelake for one of Europe’s most recognizable carriers. Sandisk and Western Digital both reported blockbuster storage earnings and still fell — which sums up the mood in tech right now as neatly as anything could.
DJIA [-0.85%]
S&P 500 [-0.18%]
Nasdaq [-0.057%]
Russell 2000 [-0.60%]
Financial Services & Payments
Apollo Lands $7.7 Billion easyJet Takeover
Apollo Global agreed to buy European budget airline easyJet for $7.7 billion, taking the carrier private after rival bidder Castlelake ended its pursuit and clearing the way for one of the year’s largest airline buyouts.
The acquisition gives the U.S. investment firm control of a major low-cost European carrier, adding a large travel business to Apollo’s portfolio as private-capital groups continue targeting established consumer brands with broad customer reach.
Shift4 Feels the Travel Slowdown
Shift4 Payments cut its annual revenue and profit forecasts after Middle East travel disruptions reduced payment activity across hotels, restaurants, and other tourism-linked customers.
The payments provider now expects 2026 revenue after network fees of $2.48 billion to $2.53 billion, while adjusted earnings are projected at $5.15 to $5.35 per share as travel weakness and currency effects weigh on growth.
Autos & Advanced Manufacturing
Ford Prices Fathom EV Truck at $28,000
Ford named its upcoming midsize electric pickup Fathom and set a starting price of about $28,000, giving the automaker one of the few new vehicles entering the U.S. market below the $30,000 mark.
Preorders will open in early 2027, deliveries will begin in fall 2027, and the truck will use a new EV platform and assembly process designed to lower costs after Ford reset its electric-vehicle strategy.
SpaceX and Tesla Build $16.8 Billion Chip Plant
SpaceX and Tesla will invest an initial $16.8 billion to build Terafab, a 100-million-square-foot semiconductor complex in Texas that will manufacture, package, and test advanced logic and memory chips under one roof.
The plant is expected to create at least 3,000 jobs and supply processors for Tesla’s Optimus robots and Cybercabs, along with high-power chips for SpaceX’s planned space-based data centers.
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Food & Consumer
Square Brings Restaurant Ordering Into Google Maps
Square and Google expanded their food-ordering partnership, allowing U.S. customers to discover participating restaurants, browse live menus, customize meals, and complete orders through the new Ask Maps AI experience inside Google Maps.
Orders are processed through Cash App and sent directly into each restaurant’s existing Square point-of-sale and kitchen display systems, giving food businesses another sales channel without requiring a separate contract, technical integration, or additional fee.
Conagra Launches New Indian Food Brand
Conagra Brands introduced its new Marigold brand in Canada, offering a range of chef-inspired frozen entrées and cooking sauces built around popular Indian flavors and convenient at-home preparation.
The products were developed with expert Indian chefs and are prepared in Canada, giving Conagra a dedicated Indian cuisine brand that includes options such as Butter Chicken Sauce alongside ready-made frozen meals.
Healthcare & Pharma
Amazon Opens $50 Access to Weight-Loss Drugs
Amazon Pharmacy will offer eligible Medicare patients covered weight-loss drugs for $50 per month through a new federal program, while handling eligibility checks, prior authorization, and billing directly through its pharmacy platform.
Patients can choose home delivery or in-store pickup, with most authorization decisions completed within 24 hours and same-day delivery currently available across more than 3,100 U.S. cities and towns.
Tarsus Adds Rare Eye Drug in $800 Million Deal
Tarsus Pharmaceuticals agreed to acquire Alkeus Pharmaceuticals in a cash-and-stock deal worth up to $800 million, adding an experimental oral treatment for Stargardt disease to its eye-care pipeline.
Tarsus will pay about $450 million upfront, with another $350 million tied to regulatory and commercial milestones for a treatment targeting an inherited retinal disease with no approved U.S. therapy.
Media & Broadcasting
Paramount Clears Another Hurdle in $110 Billion Deal
Paramount secured British approval for its $110 billion acquisition of Warner Bros. Discovery, removing one of the largest international regulatory barriers still standing in front of the media combination.
The approval includes five-year commitments covering British programming and editorial independence, while litigation brought by California and 11 other U.S. states remains the main obstacle before Paramount can complete the takeover.
Nexstar Gets a Bigger Map for Expansion
Nexstar gained a major opening after the FCC voted to eliminate the 39% national ownership cap for local television stations, replacing the fixed limit with a case-by-case review system.
The change strengthens Nexstar’s position as it works to complete its $3.54 billion Tegna acquisition, a transaction that would extend the broadcaster’s reach to roughly 80% of U.S. television households.
Top Winners and Losers
TEN Holdings [XHLD] $2.81 (+252.57%)
TEN Holdings is a commercial services company that ran more than 250% today, qualifying for coverage through the 150% threshold for under-$5 names.
At $9.55 million total value and 138x relative volume, this is a thin-float momentum trade with no fundamental anchor. TEN Holdings: $2.83, +255%, 57.66 million shares traded on zero news from the company.
ClearOne [CLRO] $9.80 (+160.64%)
A key shareholder approved the share issuance needed to close ClearOne’s merger with Cortigent, Vivani Medical’s brain-computer interface subsidiary that builds neurostimulation systems to restore sight and motor function.
The stock swung from $7.31 to $13.05 intraday before settling at $9.69. Investor-rights firms are reviewing whether the deal terms — which leave existing ClearOne holders with just 12-14% of the combined company — represent a breach of fiduciary duty. The deal is moving forward regardless.
Zenta Group [ZTG] $10.05 (+47.79%)
Zenta Group is a technology services platform at $9.92 today, up nearly 46% on 3.32x average volume.'
The company’s positioning in enterprise data and analytics services has been drawing attention as AI infrastructure buildout continues to create demand for the middleware and integration services that translate raw compute into deployable products. At $53.95 million, institutional movement produces significant percentage moves.
BillionToOne [BLLN] $91.65 (-38.89%)
BillionToOne makes Unity, a molecular counting test platform for prenatal genetic diagnostics and cancer monitoring. The company’s Q2 commercial ramp for its NACE (non-invasive cell-free DNA) prenatal tests came in below expectations on reimbursement coverage expansion timing.
At $4.2 billion, the gap between commercial promise and commercial reality is expensive to close one quarter at a time. Buy rated.
Universal Technical Institute [UTI] $28.87 (-34.22%)
Universal Technical Institute trains automotive, diesel, and motorcycle technicians through 16 campuses across the US. The company reported Q2 results showing student enrollment growth decelerating faster than expected as labor market conditions ease and students weigh whether $40K in tuition pays off against rising wages in trade jobs.
When the trade versus college debate shifts, vocational schools feel it first. Strong Buy rated.
Onterris [ONT] $15.09 (-33.32%)
Onterris provides industrial services including pipeline cleaning and environmental remediation. The company’s Q2 results missed on revenue as project timing shifted and several large contracts pushed into Q3.
Industrial services companies with lumpy contract structures are vulnerable to quarter-over-quarter volatility even when the full-year picture is intact. Buy rated.
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Everything Else
🤖 Three under-the-radar AI infrastructure stocks are quietly accumulating institutional interest while retail investors pile into the same chip names everyone already owns.
📊 Wall Street traded mostly flat as oil prices hovered near their session highs and investors stayed cautious.
👷 U.S. workers' share of the nation's economic output fell to another record low, extending a long-running shift in how income is divided across the economy.
🧬 Braveheart Bio surged 68% in its New York trading debut, marking a strong start for the newly listed biotech company.
🚀 SpaceX rebounded from its post-earnings selloff as investors turned their attention to the upcoming lockup expiration.
🔐 Hackers targeted several major U.S. firms, including Blackstone and CME Group, in a cyber campaign aimed at private equity and financial companies.
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