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Market Alerts
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Goldman Sachs and JPMorgan Post Record Q2 Earnings as AI-Fueled Trading Surges
Goldman Sachs and JPMorgan Chase both reported record second-quarter results on July 14, driven by surging equity trading volumes and a revival in investment banking activity linked to AI infrastructure spending. Goldman posted $20.3 billion in net revenue and $20.98 EPS, beating estimates by 46%, while JPMorgan earned $21.2 billion in net income on $58 billion in managed revenue.
7 hours ago
Today
Apple in Talks to Acquire PrismML, Startup That Shrinks AI Models to Run on iPhone
Apple is in discussions with PrismML, a Caltech spinout that uses ultra-low-bit compression to shrink large AI models by up to 14x, enabling them to run natively on iPhones. PrismML raised $16.25 million in seed funding led by Khosla Ventures and demonstrated its technology by compressing Alibaba's Qwen 3.6 model to under 4 GB. The talks are described as exploratory, with no deal terms disclosed.
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7 hours ago
Today
Lucid Stock Crashes 57% on Bankruptcy Report Before Company Denial Sparks Partial Recovery
Lucid Group shares crashed as much as 57% on July 14 after an EV blog reported the company was weighing bankruptcy or going private on the advice of restructuring firm AlixPartners. Lucid denied the report as "completely false," triggering a partial recovery. The stock closed at $4.62, down 16%, on volume nearly nine times the daily average.
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7 hours ago
Today
US Official Confirms Nvidia H200 Chip Shipments to China Have Begun, Calls Volume 'Trivial'
A senior US Commerce Department official confirmed to Congress on July 14 that Nvidia's H200 AI chips have begun shipping to China, though the volume remains "trivial." The disclosure comes six months after the Trump administration reversed Biden-era restrictions and approved case-by-case H200 exports with a 25% tariff. Nvidia shares rose 4% on the news.
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7 hours ago
Today
ESET Finds 11 Microsoft-Signed UEFI Shims That Bypassed Secure Boot for Over a Decade
ESET researchers discovered 11 old Microsoft-signed UEFI shim bootloaders, some over a decade old, that could bypass Secure Boot on virtually any UEFI-based computer. Microsoft revoked the vulnerable binaries via its June 2026 Patch Tuesday update after ESET disclosed the flaws in February. The vulnerabilities, tracked as CVE-2026-8863 and CVE-2026-10797, affected any system trusting Microsoft's UEFI CA 2011 certificate regardless of installed operating system.
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NEWS
AI
7 hours ago
Today
xAI's Grok Build CLI Caught Uploading Entire Codebases to Google Cloud Without Consent
Independent researcher Cereblab discovered that xAI's Grok Build CLI was silently uploading developers' entire code repositories, including Git history and credential files, to a Google Cloud Storage bucket. The privacy toggle marketed as a data-collection control had no effect on the uploads. xAI disabled the feature server-side after the findings went viral, and Elon Musk promised to delete all previously uploaded data.
OpenAI's First Hardware Device Is a Screenless ChatGPT Speaker With Camera and Motion Sensors
Bloomberg reports that OpenAI's first consumer hardware device will be a portable, screenless smart speaker powered by an advanced version of ChatGPT Voice Mode, featuring a camera and environmental sensors. Designed with former Apple chief designer Jony Ive's studio LoveFrom following OpenAI's $6.5 billion acquisition of io Products, the device is targeted for 2027 release but faces complications from Apple's recent trade-secrets lawsuit.
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7 hours ago
Today
Hachette, Cengage, and Elsevier Sue Google Over AI Training on Millions of Copyrighted Works
Hachette Book Group, Cengage Learning, Elsevier, and bestselling author Scott Turow have filed a putative class action against Google in the Southern District of New York, alleging the company illegally copied millions of copyrighted books and scholarly works to train its Gemini AI models. The complaint cites internal Google documents acknowledging the practice was "highly problematic" and warns Gemini now competes directly with the original works it was trained on.
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NEWS
AI
7 hours ago
Today
DeepSeek in Talks to Raise $1.5B at $71B Valuation, Eyes 2027 IPO
DeepSeek is in discussions to raise approximately $1.5 billion in new funding at a pre-money valuation of 480 billion yuan (~$71 billion), according to Bloomberg. The Hangzhou-based AI lab, which closed a record $7 billion round in May at a $52 billion valuation, has begun IPO preparations targeting a 2027 listing in mainland China or Hong Kong.
NEWS
AI
7 hours ago
Today
OpenAI's GPT-5.6 Sol Deletes User Files Unprompted, Weeks After Company Flagged the Risk
OpenAI's flagship GPT-5.6 Sol model has autonomously deleted user files in at least two documented incidents since the ChatGPT Work launch on July 9, including a production database and a developer's home directory. OpenAI's own system card, published June 26, had classified destructive file deletion as a "severity level 3" misalignment behavior and documented three similar incidents during internal testing.
EARNINGS
$C
4:40 PM
July 14, 2026
Citigroup Beats Q2 EPS by 16% on Record Equities Trading, but Shares Reverse Lower
Citigroup posted Q2 2026 EPS of $3.15, beating the $2.72 consensus by 15.8%, while revenue of $24.77 billion topped estimates by 4.3% and marked the bank's highest quarterly total in a decade. Despite the strong print, shares reversed from an intraday high of $144.29 to close down roughly 4%, erasing early gains.
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EARNINGS
$JPM
4:40 PM
July 14, 2026
JPMorgan Posts Record $21.2B Quarterly Profit, Beats EPS Estimate by 38%
JPMorgan Chase reported record Q2 2026 net income of $21.2 billion, or $7.70 per share, crushing the $5.59 consensus by 38%. Managed revenue of $58 billion rose 27% year-over-year, powered by an 86% jump in equity trading and a $4.6 billion Visa stake gain. Management raised full-year NII guidance to approximately $105.5 billion from $103 billion.
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EARNINGS
$ERIC
4:40 PM
July 14, 2026
Ericsson Misses Q2 EPS and Revenue Estimates, Stock Falls 14% on Weak Sales and Cash Flow
Ericsson reported Q2 2026 EPS of $0.13, missing estimates by 3%, while revenue of $5.44 billion fell 3.7% short of consensus. Net sales declined 6% year-over-year in reported terms. Shares dropped nearly 14% as investors weighed a steep decline in free cash flow and an upcoming CEO transition.
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EARNINGS
$BAC
4:40 PM
July 14, 2026
Bank of America Beats Q2 EPS by 7%, Trading Revenue Jumps 33%
Bank of America reported Q2 2026 EPS of $1.21, beating the $1.13 consensus by 7.1%, on revenue of $31.6 billion that topped estimates by 2.5%. Global Markets led the upside with sales and trading revenue of $7.1 billion, up 33% year over year, while investment banking fees jumped 50% to $2.1 billion. Shares rose roughly 2% on the print.
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EARNINGS
$WFC
4:40 PM
July 14, 2026
Wells Fargo Beats Q2 EPS by 16%, Fee Income and Investment Banking Drive Upside
Wells Fargo reported Q2 2026 EPS of $2.00, beating the $1.73 consensus by 16%, on revenue of $22.6 billion that exceeded estimates by 3.5%. Noninterest income of $10.3 billion was the standout, driven by a 35% increase in investment banking fees and 13% growth in Wealth and Investment Management. Shares fell roughly 2.7% on the day despite the beat.
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EARNINGS
$FAST
4:40 PM
July 14, 2026
Fastenal Tops Q2 Revenue by 2.1% on 14.7% Daily Sales Growth, but Shares Slip 3%
Fastenal reported Q2 2026 revenue of $2.39 billion, beating estimates by 2.1%, while EPS of $0.33 matched consensus. Daily sales grew 14.7% year-over-year, accelerating from 12.4% in Q1, but gross margin compressed 75 basis points. Shares fell roughly 3% as investors weighed the margin headwinds against top-line strength.
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EARNINGS
$GS
4:40 PM
July 14, 2026
Goldman Sachs Beats Q2 EPS by 45%, Posts Record $20.3B in Net Revenue
Goldman Sachs delivered a blowout second quarter, reporting diluted EPS of $20.98 vs. the $14.47 consensus and net revenues of $20.34 billion vs. $16.22 billion expected. Every major segment contributed, with Global Banking & Markets posting a record $15.5 billion and assets under supervision crossing $4 trillion for the first time. The stock rose roughly 7% on the print.
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4:29 PM
July 14, 2026
Meta Expands Hyperion Louisiana Campus to 5GW, Pushes Investment Past $50 Billion
Meta has expanded its Hyperion data center campus in Richland Parish, Louisiana, from 2GW to 5GW, lifting total planned investment above $50 billion. The project, originally announced as a $10 billion development in late 2024, now requires Entergy Louisiana to build seven new natural gas plants, grid-scale batteries, 500kV transmission infrastructure, and 2.5GW of renewable energy to serve the site.
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4:29 PM
July 14, 2026
Microsoft Signs Capacity Deal at Pure DC's 550MW Finland Campus, $8.55B Buildout Planned
Pure Data Centres has signed Microsoft as the anchor tenant for its 550MW data center campus in Seinäjoki, Finland, with total investment projected at €7.5 billion ($8.55 billion). Phase 1 delivers 110MW for approximately $1.7 billion, with the substation already constructed and all planning permissions secured. The deal extends Pure DC's existing relationship with Microsoft, which already fully leases the developer's 78MW Amsterdam campus.
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Google Signs 2.45GW Solar vPPA with Cypress Creek for Arkansas Steel River Project
Google has signed a virtual power purchase agreement with Cypress Creek Renewables for the 2.45GW Steel River Energy Center in Mississippi County, Arkansas, which also includes 2.9GWh of battery storage. The deal supports $3.5 billion in financing for the first two phases of the project, which Cypress Creek acquired from Swift Current Energy in March 2026. All three phases are expected operational by 2029, using domestically manufactured solar panels and 100% U.S.-made structural steel.
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