July's inflation report landed exactly where economists expected, giving the market permission to exhale. CoreWeave had its fifth straight record revenue quarter, and AI enthusiasm returned with it.
Today's edition covers the inflation story, the AI names that moved, and everything worth knowing.
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Markets
July CPI came in at 3.4% year-over-year, right on forecast, with a 0.1% monthly increase that also landed exactly as expected. The bond market barely flinched — which tells you how much of a surprise it wasn't.
CoreWeave posted its fifth consecutive record revenue quarter on a $104 billion backlog, and shares jumped more than 20% as the AI cloud trade got fresh confirmation. Super Micro followed with revenue and profit roughly doubling, adding 16% and reigniting the server names that had been selling off.
Wendy's surged after the FT reported that Nelson Peltz's Trian Fund Management is assembling a consortium to take the chain private — Trian already holds 16%, so this is more credible than most takeover rumors. Blackstone's Link Logistics said 15% of its new warehouse leasing this year is tied to AI data centers, up sharply from a year ago.
DJIA [-0.04%]
S&P 500 [+0.26%]
Nasdaq [+0.54%]
Russell 2000 [+0.67%]
Finance & Investment
Uber Invests in Motorcycle Financing for Gig Workers
Uber is investing in Latin American lender Galgo as part of a partnership designed to make motorcycle financing more accessible to drivers and couriers, beginning in Mexico before expanding to Chile and Colombia in early 2027.
Galgo will offer financing products tailored to Uber workers while using the investment to expand its technology, data and AI capabilities, giving Uber another way to increase vehicle access in markets where motorcycles play a major role in transport and delivery.
Bank of America Makes a $1.9 Billion India Push
Bank of America signed a definitive agreement to acquire up to 49.9% of Jio Credit, committing roughly $1.9 billion to the fast-growing digital lender as the U.S. banking giant expands deeper into India’s financial-services market.
The transaction initially gives Bank of America a 26.5% interest that can rise to 49.9% through warrants, while Jio Credit has already built about $3.2 billion in assets under management within two years of operation.
Deals & Acquisitions
Paramount Puts a CNN Sale on the Table
Paramount Skydance is considering selling CNN as one possible solution to the antitrust challenge threatening its $110 billion acquisition of Warner Bros. Discovery, opening the door to a major divestiture as the company works to get its blockbuster media deal across the finish line.
California and 11 other states are seeking to block the merger, and federal regulators and several international jurisdictions have already cleared it, leaving the state-led lawsuit as the transaction’s biggest remaining regulatory obstacle.
Wendy’s Could Be Heading for a Take-Private Deal
Wendy’s largest shareholder is assembling investors to prepare a bid to take the restaurant chain private, with Nelson Peltz’s Trian potentially joined by BlueFive Capital and longtime Wendy’s franchisee Flynn Group in a transaction that could arrive within weeks.
The potential takeover comes as Wendy’s works through a broad operational turnaround, while Trian and Peltz already hold substantial stakes in the company and have explored taking control of the burger chain before.
Connectivity & Telecom
SpaceX Maps Out a Much Bigger Starlink and AI Expansion
SpaceX laid out a larger connectivity and computing push after an employee meeting revealed plans to scale AI capacity to 10 gigawatts, roughly 10 times recent levels, while Starlink’s mobile reach was said to have grown to 22 million users through satellite-to-cell relationships.
The company also launched another 24 Starlink satellites from Vandenberg Space Force Base, marking its 51st West Coast flight this year as SpaceX continues expanding the satellite network behind its broadband and direct-to-device ambitions.
Spectrum and Optimum Expand Their U.S. Media Partnership
Charter Communications’ Spectrum and Optimum Communications expanded their strategic collaboration, restoring NY1 and News 12 carriage in the New York market, bringing Spectrum News to Optimum customers in Texas and North Carolina.
A separate part of the agreement gives Spectrum Reach advertising-sales representation across roughly 30 Optimum markets in the central, southern and western U.S., extending the partnership beyond television distribution into a larger advertising relationship.
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Health & Medicine
Summit’s Cancer Drug Wins Another Approval in China
Summit Therapeutics gained another important milestone for ivonescimab after its partner Akeso secured Chinese approval for the cancer treatment combined with chemotherapy as a first-line therapy for advanced squamous non-small cell lung cancer.
The decision marks the third approved ivonescimab regimen in China and adds another validation point as Summit advances the drug globally, including a U.S. application already under FDA review with a decision targeted for November.
Eli Lilly Goes After Sellers of Its Experimental Weight-Loss Drug
Eli Lilly has sued six pharmacies and peptide vendors over allegedly illegal versions of retatrutide, its highly anticipated experimental obesity treatment that has not yet been reviewed or approved by the FDA.
The legal push comes before Lilly even brings retatrutide to market, with the company expected to submit the drug to U.S. regulators next year as it works to protect one of the most important additions to its growing obesity portfolio.
Aerospace & Aviation
BETA Takes Its Electric Aircraft Push Into Europe
BETA Technologies is taking its ALIA aircraft into the European market after Scottish regional carrier Loganair signed a term sheet for its conventional takeoff and landing model, targeting electric flights across short-haul routes in Scotland.
The Vermont aircraft maker now has roughly $3.9 billion of firm and option orders covering 1,001 aircraft, and its charging network has expanded to 138 locations as BETA builds the infrastructure needed to support commercial operations.
Redwire Opens a New Route Into Japan’s Space Market
Redwire announced a strategic collaboration with Kanematsu, making the Japanese trading company its commercial partner as it expands space technology offerings across one of Asia’s largest aerospace markets.
The partnership will pursue public and private projects involving space-based power systems, microgravity payloads and robotics, giving Redwire a local partner to expand its commercial, scientific and national-security business in Japan.
Top Winners and Losers
Boxlight [BOXL] $7.87 (+168.60%)
Boxlight makes interactive whiteboards, projectors, and classroom technology for K-12 schools. The company was fighting a Nasdaq delisting threat all summer, and yesterday it announced it had secured new financing to meet Nasdaq compliance requirements — removing the overhang that had been suppressing the stock.
Today is also its scheduled earnings release date. A compliance scare resolved plus an earnings catalyst in the same session is rare. The stock responded accordingly.
TEN Holdings [XHLD] $5.35 (+49.86%)
TEN Holdings was up 909% yesterday and is up another 49% today, which is a summary sentence that does not require further explanation.
The company provides commercial services and is running on post-split thin-float mechanics that make back-to-back triple-digit and double-digit days possible. Today's numbers: $5.35, +49%, 21.38 million shares traded.
CBL International [BANL] $6.10 (+47.52%)
CBL International distributes marine bunker fuel to ships at ports across Southeast Asia. With the Strait of Hormuz situation rerouting significant cargo traffic and creating demand spikes for fuel at alternative ports, CBL's Singapore-based distribution operations are sitting in exactly the right geography.
The stock ran 47% on 17x relative volume as traders positioned for continued shipping disruption benefiting alternative route providers.
Maase [MAAS] $16.42 (-21.40%)
Maase is an AI infrastructure and data routing platform that has oscillated between the winners and losers list multiple times this month as institutional positioning rotates in and out.
Today, CoreWeave and Super Micro absorbed the AI infrastructure capital flow, leaving downstream enablers like Maase to compress. The business hasn't changed. The portfolio weighting did.
Autonomix Medical [AMIX] $7.54 (-17.38%)
Autonomix makes neural sensing catheter systems for treating conditions via nerve pathway intervention — renal denervation for hypertension, and cancer-related applications.
The stock has been in a sustained reversal pattern since its patent-driven 502% surge last week, cycling through sharp daily moves in both directions as speculative positioning built around the patent announcement unwinds. The IP is intact. The trade around it is getting squeezed out.
Fervo Energy [FRVO] $20.16 (-16.59%)
Fervo builds enhanced geothermal systems using horizontal drilling and fiber optic sensing, positioning itself as a 24/7 baseload renewable energy source for AI data centers.
The company had been one of the summer's biggest beneficiaries of the power demand narrative — and today the WSJ's Heard on the Street column said power stocks are losing steam as investors question whether premium valuations are justified before the data center projects actually draw power at scale. Strong Buy rated.
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Everything Else
📈 The biggest small-cap moves often start with signals most traders never see. This guide breaks down exactly what to look for in the data and a few current setups worth watching.
💼 Goldman Sachs is buying ETF provider Neos for $2.3 billion, doubling down on active ETFs as it expands its asset management business.
📈 Wall Street moved mostly higher after July inflation came in as expected, prompting traders to scale back expectations for another Federal Reserve rate hike.
⚖️ Meta and 29 U.S. states are heading to court in a major youth social media case, setting up the biggest test yet of legal claims over social platforms and young users.
💰 Blackstone is weighing whether to scrap its $3 billion Project Eclipse, putting the future of the multibillion-dollar transaction in doubt.
🏭 China’s Londian Wason hit a $2 billion valuation in its NYSE debut as shares climbed in their first day of New York trading.
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