Intel fell after reporting solid quarterly results, which is the kind of earnings week this has been. Safety Insurance got a takeover offer worth nearly a billion and a half dollars. 

Today’s edition covers the week’s final session, the names that caught a bid, and everything before the Fed meets Wednesday.

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Intel reported quarterly revenue well above analyst estimates Thursday evening but still fell as much as 7.5% Friday — when the bar for AI chip stocks is priced at extraordinary, solid lands like a miss.

Brent crude retreated from Thursday’s $100 level on reports that Pakistan and Iran are exploring a path toward new U.S. peace talks, which also pulled Treasury yields back from their 2026 highs.

American Express fell 6% despite beating earnings estimates, with analysts noting investors wanted accelerating growth and got steady instead — same theme as Intel, different sector.

SAP surged 8% on cloud revenue strength, the latest enterprise software company to push back against fears that AI will disrupt the SaaS model. The Fed meets Wednesday, the Nasdaq is on pace for its first back-to-back weekly losses since March, and markets are as fragile as they’ve looked all summer.

Canadian Solar opened a new Indiana solar cell plant designed to fill a key U.S. supply chain gap as Washington pushes domestic clean-energy manufacturing away from heavy reliance on Asian imports.

The Jeffersonville facility is expected to produce 6 gigawatts of solar cells annually once it is fully operational, giving Canadian Solar a stronger U.S. manufacturing base tied to its Texas module plant.

BP is in advanced talks to sell its solar business to a Kuwait-backed consortium as the oil major continues to narrow its lower-carbon portfolio and shift attention back toward higher-return oil and gas operations.

The potential Lightsource deal would support BP's wider $20 billion divestment plan, following the company's backing away from several renewable and hydrogen projects during its portfolio reset.

Amgen said it submitted new evidence to the FDA as it seeks a hearing to challenge the agency's proposed withdrawal of Tavneos, a rare-disease drug used to treat severe blood vessel inflammation.

The company says its filing includes real-world studies supporting the drug's safety and effectiveness, while the FDA has raised concerns about the drug's proven benefit, liver injury reports, and the original approval application.

Merck signed seven voluntary licensing deals for its experimental HIV pill, allowing generic manufacturers to produce lower-cost versions for low- and lower-middle-income countries.

The pill is still in late-stage development, but Merck is moving early on manufacturing access before trial results arrive next year. The agreements keep the story focused on drug access, global health planning, and the race to widen HIV prevention options.

American Express highlighted new growth initiatives including its proposed TheFork acquisition, new expense-management tools, Apple Pay rewards redemption, and partnerships with Fanatics and ALL Accor as it keeps building around premium card users.

The update keeps Amex tied to consumer services rather than a simple earnings readout, with dining, travel, rewards, and business spending all becoming bigger parts of how the company protects card engagement.

Lightspeed Commerce launched a retail integration with Meta's Conversions API that lets physical-store retailers connect product catalogs and point-of-sale transactions directly to Facebook and Instagram ad measurement.

The rollout gives merchants a cleaner way to see whether digital ads are actually driving in-store sales, while pushing Lightspeed's platform beyond checkout into marketing data, campaign optimization, and omnichannel retail operations.

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Verizon added 184,000 postpaid phone subscribers in the second quarter, far ahead of the 106,000 analysts had forecast and a reversal from the year-ago period when the carrier was losing phone customers outright.

CEO Dan Schulman credited lower churn and reduced acquisition costs, and the company raised full-year guidance for the second consecutive quarter while lifting its share buyback target to as much as $4.5 billion.

Charter lost 172,000 internet customers during the quarter, a steeper decline than the 116,000 it shed a year earlier, leaving the Spectrum operator with 29.4 million broadband subscribers.

Mobile remained the bright spot with 406,000 lines added. However, revenue slipped to $13.53 billion, and CEO Chris Winfrey pointed to the pending Cox acquisition as the company navigates competition across every product line.

Lamb Weston used its latest update to highlight turnaround progress as the frozen potato supplier works through cost cuts, stronger North America demand, and closer customer partnerships.

The company is trying to rebuild momentum through improved factory execution, product innovation, and contract discipline, positioning the story as a consumer-supply angle rather than a simple earnings or stock reaction.

Sensient Technologies raised its full-year outlook after stronger color-group demand from food, beverage, and consumer-product customers looking for cleaner-label ingredients.

The update fits the same consumer-supply-chain theme, with Sensient benefiting as brands shift toward natural colors, flavor systems, and specialty ingredients that sit behind packaged foods, drinks, and personal-care products.

STAK Inc. [STAK] $9.27 (+602.27%)

STAK is an industrial services company that has been on a wild round trip this month, up 69% in mid-July, crashing 30% on July 22, and now bouncing more than 450% as heavy short positioning and thin float mechanics create extreme moves in both directions.

At $13.21 million in market cap, the stock moves fast, and the story changes faster.

Safety Insurance [SAFT] $103.20 (+41.49%)

Mapfre, the Spanish insurance giant, agreed to acquire Safety Insurance Group for $105 per share in an all-cash deal worth approximately $1.54 billion — a 44% premium to the prior close.

Safety Insurance provides auto insurance primarily in Massachusetts and will continue operating under its current brand. When a clean strategic deal at a clean premium lands on a Friday, the market says thank you and goes to 41%.

RingCentral [RNG] $48.31 (+25.09%)

RingCentral reported Q2 revenue of $657 million, beating estimates, EPS of $1.22 against a $1.16 consensus, raised full-year guidance above prior expectations, deepened its NICE partnership, and hiked its quarterly dividend to $0.125 per share.

Paid AI products now at 13% of ARR. Cloud communications delivered exactly the earnings this sector needed to hear.

Faraday Future [FFAI] $6.49 (-39.66%)

Faraday Future is an EV startup that has been navigating financial stress for over a year. The stock fell 39% today at a $3.92 billion market cap as investors continue repricing the gap between its EAI robotics ambitions and its cash runway.

Buy rated; the thesis requires patience the market is no longer extending.

Zevra Therapeutics [ZVRA] $9.52 (-23.92%)

Zevra develops biologic therapies for rare diseases and has a positive EPS with a P/E under 5x — making today’s 23% selloff look more technical than fundamental.

In a week where every sector faced elevated selling pressure, even profitable biotech names with real earnings aren’t immune. Strong Buy rated at $569 million.

MaxLinear [MXL] $71.59 (-21.54%)

MaxLinear reported Q2 results after Thursday’s close, and the market responded with a 23% decline.

The semiconductor company makes ICs for broadband infrastructure, and its results landed in a session already primed to punish disappointing reads after Tesla and Alphabet’s reactions this week. Buy rated at $6.27 billion.

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Chevron and other PDVSA partners are racing to complete new oil and gas agreements in Venezuela before a July 28 deadline, after Caracas moved existing projects into a revised hydrocarbons law framework.

The contract shift could define how foreign oil companies operate, pay royalties, and expand production in one of the world’s largest crude reserves. For Chevron, the story is about access, permits, and operating terms, not an intraday stock reaction.

Sunrun, Eversource, National Grid, and partners will test a vehicle-to-grid service for Massachusetts residential customers, allowing eligible EV owners to send stored battery power back to the grid during peak-demand periods.

The project gives utilities another tool for flexible capacity as electricity demand rises, while drivers can earn incentives for supporting reliability. It also pushes Sunrun’s home-energy model beyond rooftop solar and batteries into parked EVs as dispatchable grid assets.

NVE Corporation [NVEC] $134.21 (+54.83%)

NVE makes spintronics-based GMR semiconductor components for magnetic sensing, defense applications, and industrial equipment. On a day when AI-heavy chip names got crushed by Alphabet’s $205B capex surprise, NVE’s non-AI-dependent semiconductor profile attracted a flight-to-quality bid within the sector.

At a $640.68 million market cap with a 4.61% dividend yield and positive EPS, this is the kind of quality name that outperforms when the AI narrative stumbles.

Paranovus Entertainment Technology [PAVS] $5.91 (+52.32%)

Paranovus is a health technology company running at 375x average daily volume today, a signal of extraordinary speculative activity in a name with $9.02 million in market cap.

The stock ran from near $4 to above $8 in a session where energy and defensive names attracted flows away from the battered tech sector. When thin-float names move at this velocity, the mechanics are usually running ahead of any fundamental story.

Sky Quarry [SKYQ] $5.64 (+36.56%)

Sky Quarry extracts crude oil from oil sands and tar sands deposits — assets that are economically marginal at $60 per barrel and commercially compelling at $100 per barrel.

Today, Brent crossed $100 a barrel, and Sky Quarry is one of the most direct beneficiaries. The math on oil sands changes dramatically at triple-digit oil prices, and the market priced that in quickly.

Liberty Energy [LBRT] $19.62 (-21.96%)

Liberty Energy provides hydraulic fracturing services for oil and gas producers and fell 21% on the same day oil hit $100, which feels paradoxical until you look at the other side of the trade.

At $100 oil, producers face rising input costs and demand destruction fears, which creates hesitation around new drilling commitments. Fracking service companies like Liberty get caught between today’s elevated commodity price and tomorrow’s potential activity slowdown. Buy rated at $3.23 billion.

Shutterstock [SSTK] $5.76 (-21.95%)

Shutterstock’s failed Getty Images merger continues to haunt the company as it navigates what it looks like as a standalone business without that deal’s scale.

The stock is now trading at $5.76 with an 18.7% dividend yield — a yield that high is often the market’s way of saying it doesn’t believe the payout is sustainable. At $202 million in market cap, the stock has fallen nearly 80% from its deal-announcement highs.

Albertsons [ACI] $11.44 (-21.64%)

Albertsons reported Q1 adjusted EPS of $0.42 against a $0.54 estimate — a 22% miss — and cut its full-year EPS outlook from $2.22-$2.32 to $1.75-$1.85, slashing expected earnings by more than 20%. The CFO announced her retirement alongside the results.

Higher fuel costs from $100 oil are eating into grocery margins, and the consumer is tightening up on food spending. Wells Fargo downgraded immediately and cut its target to $11. Buy rated at $5.49 billion.

That's it for today! Please, write us back, and let us know what you think of the Closing Bell Roundup. We're always eager to hear feedback!

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

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— Adam G.
Elite Trade Club

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