Blockonomi

Key Highlights
August employment data releases Friday, potentially shaping the Federal Reserve’s September policy decision
Market expectations for a September rate increase climbed to 60% following Fed Chair Kevin Warsh’s Jackson Hole remarks
Technology giants Dell, Broadcom, and Hewlett Packard Enterprise scheduled to announce quarterly performance
Apple’s leadership transition becomes official as Tim Cook transfers CEO responsibilities to John Ternus
Consumer-focused retailers including Lululemon, Five Below, and Victoria’s Secret set to unveil financial results
Investors face a consequential trading week featuring pivotal employment statistics, significant corporate earnings announcements, and a historic leadership transition at one of America’s most valuable companies.
Equity markets begin the period trading approximately 1% below all-time peaks. Last week brought optimism from Nvidia’s impressive quarterly performance and improved oil transportation through the Strait of Hormuz, which Goldman Sachs estimates has reached roughly two-thirds of volumes seen before recent conflicts.
E-Mini S&P 500 Sep 26 (ES=F)
Central bank policy remains the dominant concern for market participants. Fed Chair Kevin Warsh delivered remarks at Jackson Hole Friday that, despite lacking explicit policy guidance, were interpreted as tilting toward monetary tightening.
Following Warsh’s address, the CME FedWatch tool indicated September rate hike probabilities surged to 60%, a substantial increase from 35% recorded the previous day. Warsh emphasized that inflation continues exceeding targets and suggested existing monetary policy lacks sufficient restrictiveness.
Odds of a Fed rate hike in 2026 jumped to 64% after Fed Chair Kevin Warsh said the Fed has “work to do” if inflation doesn’t move toward 2% fast enough. pic.twitter.com/YwcywqcAxH
— Wall St Engine (@wallstengine) August 28, 2026
Rick Rieder from BlackRock characterized the speech as leaning “hawkish” while cautioning that a September increase remains uncertain, contingent upon forthcoming inflation metrics and employment figures before the next Federal Reserve meeting.
Employment Report Commands Attention
Friday morning at 8:30 a.m. ET brings the August Employment Situation Report. July’s data revealed a surprising contraction of 23,000 positions. The unemployment rate registered 4.1%, exceeding projections, while workforce participation hovers near five-year lows.
Source; Forex Factory
James Knightley, economist at ING, anticipates a moderate rebound with approximately 65,000 positions added in August. He attributes continued hiring weakness to tariff uncertainties and elevated financing costs that should persist through year-end.
Declining labor participation stems partially from reduced immigration flows and workers either abandoning job searches or choosing early retirement.
Technology and Retail Earnings Calendar
Among technology companies, Dell releases results Tuesday. Previous quarter results showed AI-optimized server revenue skyrocketing 750% annually, prompting upgraded forecasts. Broadcom and Hewlett Packard Enterprise both announce Wednesday, with robust AI infrastructure demand anticipated as a common thread.
#earnings for the week of August 31, 2026https://t.co/hLn2sKQhEY$AVGO $CRDO $CIEN $DELL $PANW $NIO $HPE $SNOW $PATH $AMBA $WLY $SAIC $MDB $NTAP $FCEL $SSL $DOCU $FIVE $RZLV $ZS $LULU $IOT $ASAN $MMED $MDT $CANG $CHPT $BBCP $SWBI $BLRX $AGX $PL $GTLB $PHR $YEXT $CRM $PVH $BF.B… pic.twitter.com/gdYAAyadpX
— Earnings Whispers (@eWhispers) August 28, 2026
Palo Alto Networks reports Tuesday after market close. The cybersecurity provider exceeded estimates in its latest quarter and provided optimistic guidance.
Within consumer retail, Five Below announces Wednesday. The value retailer surpassed projections this spring as budget-conscious consumers across demographics gravitated toward affordable options. Lululemon follows Thursday, though shares suffered in June after the company reduced projections. Incoming CEO Heidi O’Neill, recruited from Nike, assumes leadership September 8.
Historic Leadership Change at Apple
This week marks Tim Cook’s official transition of CEO responsibilities to John Ternus. Cook expanded Apple’s valuation from $350 billion to between $4 trillion and $5 trillion throughout his leadership. Ternus, who previously served as senior vice president overseeing hardware engineering, now assumes command.
Additional events include the Federal Reserve’s Beige Book publication Wednesday, and Tesla’s Thursday presentation in Austin, Texas, where additional autonomous Cybercab taxi information is anticipated.
The post Markets Brace for August Jobs Data, Fed Signals, and Major Tech Earnings appeared first on Blockonomi.

Key Takeaways
NIO’s Q2 2026 financial results are scheduled for release on September 1, prior to the opening bell.
The company delivered 107,658 electric vehicles in Q2, representing 49.4% year-over-year growth, though missing internal projections of 110,000-115,000 vehicles.
Wall Street forecasts a per-share loss of 7 cents on $4.78 billion in revenue, showing substantial improvement versus last year’s 32-cent loss.
The critical metric for shareholders is whether NIO can achieve non-GAAP profitability for three consecutive quarters.
Shares are trading near $4.38, representing a 14% decline year-to-date.
Trading at approximately $4.38, NIO stock approaches its Q2 2026 financial disclosure scheduled for Tuesday morning, September 1. The announcement will precede market opening, followed by a management conference call at 8:00 am ET.
The Chinese EV manufacturer’s shares have experienced significant turbulence throughout the year. After hitting a low of $3.14 in early 2025, the stock rocketed to $6.87 by April following the company’s inaugural quarterly net profit. However, Q1 2026’s return to losses triggered another sharp decline.
The Q4 2025 profitability announcement sparked an immediate 20% rally. The momentum continued for several weeks, ultimately reaching gains of 45.6%. The subsequent Q1 2026 loss swiftly erased those advances.
This volatility places significant importance on Tuesday’s earnings announcement.
Analyst consensus points to a 7-cent per-share loss alongside $4.78 billion in revenue. These figures would mark an 80% revenue surge compared to the prior year and substantial progress from Q2 2025’s 32-cent loss.
The company’s Q2 vehicle deliveries totaled 107,658 units, climbing 49.4% year-over-year. This figure underperformed NIO’s internal forecast of 110,000-115,000 vehicles. April registered the weakest performance with 29,356 deliveries, while May and June showed recovery at 37,705 and 40,597 units respectively.
Non-GAAP Profitability Remains Central Focus
Deutsche Bank projected in early June that NIO would sustain non-GAAP profitability during Q2, supported by higher-margin SUV offerings. The bank anticipated non-GAAP net income of approximately 180 million yuan.
First quarter 2026 results showed adjusted operating profit of 66.8 million yuan alongside an overall gross margin of 19.0%, marking the company’s strongest margin performance in four years. Revenue climbed 112.2% year-over-year to 25.53 billion yuan.
NIO has surpassed EPS projections in three of its last four reporting periods, delivering an average positive surprise of 53.3%.
Vehicle margins are anticipated to moderate to 17-18% in Q2, down from Q1’s 18.8%. Management previously indicated that escalating costs across memory chips, lithium carbonate, battery components, copper and aluminum would create margin headwinds.
Product Portfolio Breakdown
The third-generation ES8 represented 31% of Q2 deliveries at 33,474 units. The newly launched ES9, introduced May 28, added 11,703 units. Firefly accounted for 17,589 vehicles, while ONVO reached 29,124 units, climbing 70.5% year-over-year.
NIO’s trailing twelve-month revenue currently sits at $14.3 billion. First-half 2026 deliveries totaled 191,123 vehicles, up 67.4% compared to the prior year period.
The automaker currently maintains over 3,900 battery swap facilities and 28,000 charging locations. NIO’s forward price-to-sales multiple of 0.5 trades below competitors Li Auto and XPeng.
Market participants will closely monitor management’s Q3 delivery projections, revenue outlook, and any commentary regarding full-year profitability objectives.
The post NIO (NIO) Stock: Q2 Earnings Preview Ahead of September 1 Report appeared first on Blockonomi.

Quick Overview
Broadcom’s Wednesday earnings call anticipates $3.24 EPS with $29.4 billion revenue, fueled by artificial intelligence demand
Dell’s Tuesday report follows explosive 750% year-over-year growth in AI server sales from previous quarter
Palo Alto Networks delivers Tuesday results amid continued robust cybersecurity market conditions
Lululemon’s Thursday announcement projects 42% earnings decline compared to prior year
Tesla showcases autonomous Cybercab taxi developments at Thursday’s Austin presentation
Broadcom’s AI-Powered Quarter
Broadcom unveils its fiscal third-quarter performance Wednesday following market close. Financial analysts project earnings near $3.24 per share with revenue approaching $29.4 billion.
Artificial intelligence momentum should account for the majority of revenue expansion. The semiconductor giant provides networking solutions and specialized AI accelerator chips to leading cloud service providers, positioning itself as a key collaborator with Nvidia in AI infrastructure development.
Following Marvell’s significant post-earnings decline, market participants will scrutinize Broadcom’s forward guidance regarding custom silicon products and hyperscale cloud investment trends.
Dell Technologies’ Server Momentum
Dell announces results Tuesday. Previous quarter data revealed AI-optimized server revenue jumped 750% compared to the same period last year, propelling the company past analyst estimates and prompting upward forecast revisions.
Wall Street forecasts second-quarter revenue near $45.2 billion, representing over 50% year-over-year growth. Adjusted earnings per share estimates hover around $4.91.
Options market activity suggests approximately 10% stock movement following earnings release. The critical question centers on whether AI server demand can sustain anything close to current growth rates.
Palo Alto Networks’ Security Position
Palo Alto Networks posts results Tuesday after trading hours. Previous quarter performance exceeded expectations with management issuing above-consensus forward guidance.
Cybersecurity expenditures remain durable as enterprises migrate operations to cloud environments and implement AI applications. Market watchers will concentrate on subscription revenue metrics and leadership commentary regarding AI-driven security requirements.
Impressive recent performances from CrowdStrike and Okta have elevated expectations. Palo Alto Networks might require more than meeting estimates to generate positive stock momentum.
Lululemon Athletica’s Challenges
Lululemon releases earnings Thursday. Projections indicate approximately 42% year-over-year earnings contraction to roughly $1.80 per share.
The athletic wear retailer lowered its forecast in June. Intensified competition and softer consumer spending patterns have created additional headwinds since that revision.
This announcement precedes former Nike executive Heidi O’Neill’s September 8 CEO transition. Management’s assessment of domestic market demand will receive particular attention from investors.
Tesla’s Autonomous Vehicle Showcase
Tesla doesn’t release quarterly results this week, but Thursday’s Austin gathering carries significant market implications. The electric vehicle manufacturer plans to provide expanded information about its Cybercab autonomous taxi initiative.
Self-driving technology has gained prominence in Tesla’s investment thesis as shareholders evaluate opportunities beyond electric vehicle manufacturing. Any concrete information regarding Cybercab production schedules or commercial deployment strategy could influence share price.
Friday’s August employment data introduces additional market dynamics. Disappointing job figures might reduce Federal Reserve pressure heading into its September policy meeting, affecting overall market trajectory.
The post This Week’s Market Movers: Key Earnings Reports from Broadcom (AVGO), Dell (DELL), and Palo Alto (PANW) appeared first on Blockonomi.

Key Highlights
Since 1969, Realty Income has maintained an unbroken streak of 674 monthly dividend distributions, with 135 increases since going public in 1994.
UBS Asset Management dramatically expanded its position by more than 22,000%, acquiring an additional 10.3 million shares valued at approximately $641.6 million during Q2.
Second quarter revenue reached $1.55 billion, marking a 9.7% increase from the previous year, while EPS of $1.09 aligned with analyst projections.
The REIT announced a $0.271 monthly dividend per share for September 15 distribution, delivering an approximate 5.2% yield.
Wall Street consensus leans toward “Moderate Buy” with analysts projecting an average share price of $67.42 compared to the current $62 level.
Shares of Realty Income began Friday’s session at $62.03, trading beneath both its 50-day simple moving average of $63.31 and 200-day moving average of $63.16. The real estate investment trust commands a market capitalization of $58.69 billion, trades at a price-to-earnings multiple of 45.28, and has fluctuated between $55.86 and $67.93 over the past year.
On August 5, the REIT disclosed its second quarter financial results. Revenue totaled $1.55 billion, exceeding the $1.40 billion analyst consensus by a significant margin. The company delivered earnings of $1.09 per share, precisely matching Wall Street estimates and improving from $1.05 recorded in the comparable period of the prior year.
Management issued forward guidance for fiscal 2026, projecting earnings per share in the $4.44 to $4.45 range. The analyst community currently forecasts $4.43 per share for the full year.
UBS Asset Management executed one of this quarter’s most remarkable institutional moves. The investment firm expanded its Realty Income holdings by an extraordinary 22,000-plus percent, acquiring 10.3 million additional shares. The firm’s total position now stands at 10.35 million shares with an estimated value of $641.6 million, representing a 1.09% ownership stake.
Additional institutional investors have joined the buying activity. Danske Bank expanded its holdings by 20.3% during the fourth quarter. Nomura Asset Management increased its position by 0.7%. Mitsubishi UFJ Asset Management grew its stake by 5.4%. Collectively, institutional shareholders control 70.81% of outstanding shares.
Uninterrupted Dividend Legacy
Realty Income has distributed 674 uninterrupted monthly dividends dating back to its 1969 establishment. This represents the lengthiest documented monthly dividend payment record among publicly traded corporations.
Since debuting on the New York Stock Exchange in 1994, the company has implemented 135 dividend increases, encompassing 115 straight quarters of growth. The monthly distribution has expanded at a 4.1% compound annual growth rate throughout this timeframe.
The upcoming dividend of $0.271 per share will be distributed on September 15 to shareholders registered by August 31. The ex-dividend date falls on August 31 as well. The annualized yield currently stands at roughly 5.2%.
While the payout ratio calculates to 237.23% based on net income, the REIT evaluates its distributions against adjusted funds from operations, where the metric remains below 75%.
Wall Street Perspectives and Target Prices
Analyst sentiment trends favorably. Freedom Capital elevated its rating from hold to strong buy this past May. Royal Bank of Canada assigns an outperform rating alongside a $70.00 price objective. Stifel Nicolaus maintains a $70.75 target on shares. Robert W. Baird holds a neutral stance with a $65.00 target, revised upward from $64.00. Mizuho similarly rates the stock neutral with a $66.00 projection.
Among 17 analysts monitored by MarketBeat, one assigns a strong buy rating, eight recommend buy, seven suggest hold, and one advises sell. The consensus price target of $67.42 implies approximately 9% appreciation potential from Friday’s opening level.
Realty Income additionally unveiled a strategic partnership with Cloud Capital earlier this year, pledging over $6 billion toward data center investments, establishing a fresh growth avenue beyond its traditional retail and industrial real estate holdings.
The post Realty Income (O) Stock: Should You Buy After UBS’s Massive $641M Investment? appeared first on Blockonomi.

Key Takeaways
Shares of Walmart have fallen 24% since reporting Q1 2026 results in May, now priced at $103.09
Second-quarter revenue reached $187.94 billion, representing 5.9% annual growth and surpassing forecasts, while EPS hit $0.81 versus the $0.74 consensus
The company’s Q3 sales forecast of 3% to 3.75% expansion fell short of expectations, causing the steepest single-session decline since 2022
The price-to-earnings multiple has declined to 37, approaching its five-year historical average, while the dividend yield of 0.95% trails the S&P 500’s 1.04%
Wall Street maintains a “Moderate Buy” consensus with a $131.88 average target, though multiple analysts have lowered their price objectives recently
Shares of Walmart began Friday’s session at $103.09, representing approximately a 24% decline from the 52-week peak of $135.15. The retreat commenced following the release of Q1 2026 financial results in May, with downward pressure persisting through subsequent months.
The equity currently trades beneath both its 50-day moving average of $111.90 and its 200-day moving average of $120.45. The company maintains a market capitalization of approximately $820 billion.
Second-quarter performance exceeded expectations. Walmart delivered earnings per share of $0.81, surpassing the analyst consensus of $0.74. Top-line results of $187.94 billion also beat projections of $186.64 billion, marking 5.9% growth compared to the prior year.
The concern centered on forward guidance. Walmart forecasted net sales expansion of only 3% to 3.75% for the third quarter. This outlook fell significantly short of the 6.6% revenue acceleration achieved during the first half of fiscal 2027.
The disappointing forecast sparked the stock’s sharpest one-day decline in two years. Market participants had been willing to pay elevated multiples for superior growth rates, and those growth expectations now appear to be moderating.
Examining Current Valuation Metrics
The price-to-earnings multiple reached 49 earlier in 2024. It has now contracted to 37, bringing it near Walmart’s five-year historical average. However, this doesn’t necessarily indicate the stock is undervalued. The multiple has dipped below 30 on multiple occasions during the past five years.
The current dividend yield of 0.95% falls short of the S&P 500’s 1.04% average, diminishing its attractiveness for yield-seeking portfolios. Walmart has increased its dividend for 53 straight years, achieving Dividend King distinction, yet the yield alone isn’t compelling investors to accumulate shares at current prices.
Net income during the initial two quarters of fiscal 2026 totaled $11.7 billion, reflecting modest 2% year-over-year growth. Fluctuations in the fair value of equity investments negatively impacted this figure.
Institutional Holdings and Price Targets
Institutional investors and hedge funds control 26.76% of outstanding Walmart shares. Pure Financial Advisors established a new stake valued at $8.1 million during Q2. Major holders including State Street, Geode Capital, and Bank of America have either increased existing positions or initiated new ones in recent reporting periods.
Regarding insider transactions, EVP Daniel Danker divested 50,644 shares at $105.35 on August 26th, generating approximately $5.3 million. The transaction occurred under a pre-established Rule 10b5-1 trading plan designed to satisfy tax liabilities related to vested equity compensation.
Wall Street analysts have reduced price objectives lately. JPMorgan lowered its target from $137 to $125 while retaining an “overweight” recommendation. Telsey decreased its target from $140 to $130 while keeping an “outperform” stance. Raymond James and KeyCorp have similarly maintained constructive ratings.
The Street consensus stands at “Moderate Buy” with an average price objective of $131.88. Walmart has issued Q3 2027 EPS guidance ranging from $0.62 to $0.64, alongside full fiscal 2027 guidance of $2.80 to $2.87 per share.
Digital commerce expanded 23% while advertising revenue surged 38% during Q2, demonstrating that the company’s higher-margin business segments continue to deliver strong results.
The post Is Walmart (WMT) Stock a Bargain After Its 24% Decline From Peak Levels? appeared first on Blockonomi.

TLDR:
British investor Chris recovers 61 Bitcoin lost since Intersango’s 2014 exchange collapse.
Legal firm CEL Solicitors used ownership records and US court filings to reclaim funds.
Recovered Bitcoin holding is now valued at approximately £3.3 million, or $4.7 million.
Investor plans to buy a larger family home while keeping the rest of his Bitcoin.
A British investor has recovered 61 Bitcoin worth roughly £3.3 million, more than a decade after the exchange holding his funds collapsed.
Chris, who bought the coins in December 2011, regained access this year with help from legal specialists CEL Solicitors. The case shows how legal routes can unlock crypto assets thought permanently lost.
How the Bitcoin Was Lost for Over a Decade
Chris entered the Bitcoin market early. In December 2011, he spent £1,500 on the digital currency through Britcoin, the United Kingdom’s first cryptocurrency exchange. At the time, each coin traded at around £2.94, giving him a total of 61 Bitcoin.
The exchange later changed its name to Intersango. By 2014, Chris’s holding had grown in value to about £4,000. That same year, the platform shut down amid financial difficulties, cutting off his access to the account entirely.
For the next 12 years, Chris could not touch his funds. He watched Bitcoin’s price climb steadily across global markets while his own coins sat frozen inside a defunct exchange. He later described the experience as the most difficult period of his investing life.
61 Lost Bitcoins Retrieved!
A British guy bought £1,500 of Bitcoin in 2011 through Intersango, the UK's first crypto exchange, then it collapsed in 2014 with his coins frozen inside.
In 2018 the founders emailed him to claim his funds and he deleted it thinking it was a scam.… pic.twitter.com/aNUvvcUNS7
— Lark Davis (@LarkDavis) August 30, 2026
Unlike many lost-crypto stories involving forgotten passwords or damaged hardware wallets, this case centered on ownership rights.
The private keys remained under the control of the exchange’s former operators, turning the matter into a legal dispute rather than a technical recovery effort.
Legal Action Leads to Full Recovery
After repeated attempts to contact former Intersango operators failed, Chris decided to pursue a formal legal claim earlier this year. His wife reportedly encouraged him to take the step, after years of the funds remaining untouched.
He hired CEL Solicitors, a British law firm, to handle the case. The legal team used ownership records and court documents, including filings from related United States proceedings, to establish his claim over the coins.
Through this process, CEL Solicitors were able to trace the Bitcoin, confirm Chris as the rightful owner, and secure the release of the full 61 coins.
The recovery marks one of the more notable cases of long-dormant crypto assets being reclaimed through legal channels rather than technical means.
With Bitcoin’s price having risen sharply since 2014, the recovered coins are now valued at approximately £3.3 million, equivalent to about $4.7 million.
Chris said he plans to use part of the funds to buy a larger family home, one that can accommodate a family member with disabilities.
He confirmed he intends to keep the remainder of his Bitcoin holding rather than sell it in full. The case adds to a growing list of examples where persistence and legal support have helped investors recover crypto assets once considered permanently inaccessible.
The post British Investor Recovers 61 Bitcoin Worth £3.3 Million After 12-Year Legal Battle appeared first on Blockonomi.

TLDR:
Solana open interest on Hyperliquid reached $638.1 million after SOL rebounded 44.9% from its August 14 closing price of $75.34.
Tracked whale wallets showed 17 long positions and nine shorts, while average leverage approached 19 times on both sides.
SOL cleared its 50-day, 100-day and 200-day averages, but daily RSI near 73.4 indicates elevated short-term momentum conditions.
Support at $101.59 keeps the $105.48 and $110.60 resistance tests active, while a loss could expose $92.82 and $90 during a pullback.
Solana traded near $105.21 on Sunday after an August recovery brought leveraged traders back into the market. Solana open interest on Hyperliquid’s SOL-USD perpetual contract reached $638.1 million, alongside $150.4 million in 24-hour volume. SOL advanced 44.9% from its August 14 close of $75.34 to $109.18 on August 27.
The price later eased below the $110-$111 peak. Funding stayed near neutral, which shows neither side was paying a large premium. Even so, high leverage and a strong long bias leave the market exposed to rapid liquidations. A move beyond nearby support or resistance could accelerate during thin weekend trading conditions.
Solana (SOL) Price
Solana Open Interest Rises With Leveraged Whale Demand
Open interest measures the value of futures contracts that traders have not closed. It can rise when buyers and sellers add positions together. Therefore, Solana open interest does not prove that the market holds a net bullish bet.
Coinlyze data placed Solana open interest at $638.1 million on Hyperliquid. A composite reading put total SOL futures exposure near $2.31 billion across tracked venues. Keeping those measures separate prevents the exchange figure from being mistaken for the aggregated market total.
Whale tracking showed 17 of 26 monitored wallets long, compared with nine short. That count equals 65.4% long, not the separately reported 71.2% account ratio. The gap could reflect position weighting or inconsistent methodology. Average leverage reached 18.94 times for longs and 17.22 times for shorts.
One wallet returned after eight months and bought 76,856 SOL through Hyperliquid futures. The position carried an estimated value of $8 million. Its size adds to Solana open interest but does not establish a broader institutional trend alone.
Solana open interest. Source: Coinlyze
Funding hovered near zero in one window and later slipped negative. This matters when long accounts dominate. Traders appear heavily positioned without paying a recurring long premium.
Neutral funding can reduce immediate holding costs, but it does not remove liquidation risk. A sudden price decline can force leveraged longs to close. Meanwhile, an upside break can pressure short positions and add mechanical buying.
The tracked-wallet sample requires caution. It describes selected accounts rather than every trader on Hyperliquid. Still, the leverage readings show why Solana open interest can intensify volatility around closely watched technical levels.
SOL Price Breakout Faces a Crowded Long Positioning Test
SOL price first cleared its 50-day and 100-day moving averages at $80.78 and $82.46. It then crossed a stronger trend cluster around $90. The 20-day exponential average stood near $90.06, while the 200-day average sat near $90.18.
The breakout arrived with expanding volume and lifted SOL more than 15% above the 200-day measure. The market must now defend the former resistance instead of merely approaching it.
SOL/USD daily chart. Source: TradingView
Momentum has cooled from extreme levels. Daily RSI moved above 80 during the advance before falling near 73.4. The reading still signals strong demand, although buyers face greater risk near the recent peak.
First support sits at $101.59, with a composite score of 78. Holding that area keeps the $105-$110 range within reach. A clean break above $110-$111 would shift attention toward $115-$120.
Losing $101.59 would expose $92.82 before the crucial $90 zone. That area contains the 20-day and 200-day measures. A successful retest would support the case that previous resistance has become support.
Solana open interest now magnifies each technical outcome. Crowded longs could unwind below support, while short covering could strengthen a confirmed breakout. Hyperliquid futures funding and liquidation data will show which side loses control first.
The post Solana Open Interest Reaches $638M Across Hyperliquid Futures appeared first on Blockonomi.

TLDR
Boeing secured a fresh $3.0 billion, 364-day revolving credit facility on August 24, 2026, with Citibank and JPMorgan Chase serving as lead arrangers.
The aerospace manufacturer extended two existing five-year credit facilities, implementing a new covenant mandating minimum liquidity of $5.0 billion.
Engineering and technical staff voted down a proposed four-year labor agreement and greenlit strike authorization; union representatives plan to reconvene negotiations on Monday.
Boeing received a sole-source Pentagon award for F-15 sustainment services valued at up to $131.2 billion extending through 2037.
BA stock started Friday’s session at $209.84, trading beneath both the 50-day ($220.60) and 200-day ($221.36) moving average benchmarks.
Boeing is reinforcing its financial foundation as it confronts a brewing labor conflict that threatens to derail its manufacturing ramp-up efforts.
The company finalized a new $3.0 billion, 364-day revolving credit facility on August 24, 2026, effectively replacing an identically sized arrangement that reached maturity on the same date. Citibank serves as the administrative agent while JPMorgan Chase holds the syndication agent role for this agreement.
BA stock commenced Friday trading at $209.84, translating to an approximate market capitalization of $165.85 billion. The shares currently trade below the 50-day moving average of $220.60 and the 200-day moving average of $221.36.
This fresh credit arrangement extends through August 23, 2027. The company retains flexibility to transform any outstanding balances into term loan structures or petition for an additional 364-day extension period.
The facility carries commitment fees ranging from 0.125% to 0.300% annually, scaled according to Boeing’s prevailing credit rating. Loans indexed to the Secured Overnight Financing Rate will accrue interest at Term SOFR plus a spread spanning 1.250% to 1.700%.
Dual Extension of Existing Credit Lines
Boeing simultaneously modified its pair of existing five-year revolving credit facilities, pushing back maturity dates by an additional 365 days each. The 2024 five-year arrangement maintains $4.0 billion in aggregate commitments with a revised maturity of May 15, 2030. The 2023 five-year facility preserves $3.0 billion in commitments and now matures on August 24, 2029.
A freshly introduced covenant spanning the modified agreements mandates that Boeing sustain minimum liquidity levels of $5.0 billion. The 364-day facility additionally caps consolidated debt at 60% of total capitalization.
Institutional stakeholders and hedge funds collectively control 64.82% of outstanding BA shares. Alyeska Investment Group dramatically increased its stake by 21,742.7% during the second quarter, acquiring an additional 443,334 shares valued at approximately $96.4 million.
Wall Street opinion remains fragmented. Barclays lowered Boeing to an underweight rating on August 11. Wolfe Research downgraded the stock from outperform to hold on the identical date. UBS initiated coverage with a buy recommendation. Tigress Financial elevated its price objective to $305. The consensus analyst price target stands at $272.58, accompanied by a Moderate Buy rating.
Labor Standoff Introduces Fresh Complications
Boeing engineering personnel and technical staff rejected a proposed four-year collective bargaining agreement and voted to authorize strike action. Union negotiating teams are scheduled to restart discussions on Monday.
Reports indicate Boeing has begun advertising contractor positions for engineering and technical functions amid the ongoing dispute, a development that could potentially escalate tensions with organized labor.
On the defense contracting front, Boeing secured a sole-source Pentagon contract for F-15 sustainment services carrying a maximum value of $131.2 billion running through 2037. Only a fraction of this ceiling has been formally obligated to date.
Boeing’s most recent quarterly financial disclosure on July 28 revealed a loss of $0.76 per share, falling short of the consensus projection of ($0.34). Top-line revenue registered at $24.56 billion, representing an 8% year-over-year increase and marginally exceeding the $24.26 billion consensus forecast.
Wall Street analysts project Boeing will deliver full-year earnings per share of ($0.87).
The post Boeing (BA) Stock Secures $10B in Total Credit Lines Amid Engineering Strike Authorization appeared first on Blockonomi.

Key Takeaways
VRT shares climbed 18.4% in the 30 days after reporting second-quarter 2026 results, significantly beating the S&P 500’s performance.
Second-quarter adjusted earnings per share reached $1.52, surpassing expectations by 6.29% and marking a 60% increase compared to last year; revenue increased 24.1% to $3.27 billion.
Adjusted free cash flow exploded 234% higher to $925 million, with Vertiv now holding more cash than debt.
Management upgraded its full-year 2026 outlook, now targeting revenue between $13.8 and $14.2 billion with EPS ranging from $6.65 to $6.75.
Analyst consensus points to a price target of $338.79, suggesting an additional 28.4% gain from the current price of $263.81.
Shares of Vertiv (VRT) have rallied 18.4% over the past month following the company’s second-quarter 2026 earnings announcement, with the stock last trading at $263.81. This performance substantially exceeded the broader S&P 500 index during the same timeframe.
The infrastructure solutions provider delivered second-quarter adjusted earnings of $1.52 per share, representing a robust 60% year-over-year increase and surpassing the Zacks Consensus Estimate by 6.29%. Revenue totaled $3.27 billion, climbing 24.1% versus the prior-year period, although falling short of analyst projections by 3.41%.
Organic revenue expansion reached 18%, while acquisitions contributed an additional 5% and favorable currency movements added 1% to overall growth.
Strong Performance Across Key Markets
The Americas segment demonstrated exceptional strength, with revenue climbing 29% year-over-year to $2.07 billion, including 21% organic expansion. Similarly, Asia Pacific revenue surged 29% to $720 million, powered by impressive 26% organic growth.
Europe, Middle East, and Africa (EMEA) represented the only underperforming region, with revenue advancing just 2% while organic sales declined 2%. Company executives indicated they anticipate EMEA returning to positive organic growth during the latter half of 2026.
Service-related revenues emerged as a particular bright spot, soaring 32.9% year-over-year to $627.6 million, significantly outpacing the 22.2% increase recorded in product sales.
Adjusted operating profit jumped 51% to $738 million, exceeding the midpoint of company guidance by $28 million. Adjusted operating margin expanded by a substantial 410 basis points to 22.6%, landing 140 basis points above management’s forecast.
Balance Sheet and Cash Generation
Vertiv’s financial position improved dramatically during the quarter. Adjusted free cash flow skyrocketed 234% to $925 million. Operating cash flow reached $1.10 billion, a substantial increase from $322.9 million in the comparable period last year.
At the end of June, the company reported $2.81 billion in cash alongside $300 million in short-term investments, compared with $2.94 billion in long-term borrowings. Net leverage stood at negative 0.1 times, indicating the company now maintains a net cash position.
Capital spending is projected to approximate 4% of 2026 revenue. The company continues expanding production capabilities and deploying capital toward advanced cooling solutions and power systems designed for AI-focused data centers, encompassing both traditional AC architecture and cutting-edge 800-volt DC configurations.
Looking to the third quarter of 2026, management projects revenue ranging from $3.65 to $3.85 billion with adjusted earnings per share between $1.77 and $1.83.
Full-year 2026 guidance received an upward revision, with anticipated revenue now between $13.8 and $14.2 billion, representing a $250 million increase at the midpoint. Adjusted EPS guidance was updated to a range of $6.65 to $6.75, while adjusted free cash flow expectations were elevated to $2.4 to $2.6 billion.
Wall Street’s average price target across 24 covering analysts currently sits at $338.79, pointing to potential upside of 28.4% from recent trading levels. Target prices span from $245.00 on the low end to $412.00 at the high end. The Zacks Consensus Estimate for full-year earnings has increased 5.1% during the past month, supported by seven upward revisions and zero downgrades. VRT maintains a Zacks Rank of 2 (Buy).
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Key Highlights
Shares declined 4.7% to close at $56.26, while trading volume decreased 27% compared to typical daily activity.
Second-quarter revenue reached $108.49 million, surpassing projections significantly and marking an 89% year-over-year increase.
Earnings per share landed at -$0.01, aligning with forecasts, though profitability remains elusive.
Chief Executive James Litinsky offloaded $12.8 million in shares during June, contrasted by COO Michael Rosenthal’s $543,000 purchase.
Wall Street maintains a “Moderate Buy” rating with consensus price targets averaging $78.21, suggesting substantial upside potential.
Shares of MP Materials experienced a 4.7% decline on Friday, settling at $56.26 after touching an intraday bottom of $55.64. Volume registered approximately 4.87 million shares, representing a 27% decrease from the standard daily average of 6.65 million.
The downturn followed a previous closing price of $59.03. Market participants continue evaluating the tension between robust top-line expansion and persistent profitability challenges, alongside recent executive stock transactions.
MP Materials unveiled its second-quarter results on August 6th. The company generated $108.49 million in revenue, exceeding Wall Street’s $96.89 million consensus and representing an 89% jump from the prior-year period.
The loss per share aligned with projections at -$0.01, showing improvement from the -$0.13 loss recorded in last year’s corresponding quarter. While revenue impressed, the company continues operating with a negative net margin of 19.85% and a negative return on equity measuring 1.21%.
Wall Street forecasts a full-year loss of $0.12 per share for the ongoing fiscal period.
Executive Stock Transactions
Chief Executive James Litinsky divested 185,167 shares on June 3rd at an average transaction price of $69.14, generating proceeds of approximately $12.8 million. Following this transaction, Litinsky maintains ownership of 11.62 million shares valued at roughly $803 million.
This divestiture represented a 1.57% trimming of his stake. Company insiders collectively control 8.2% of outstanding shares.
Conversely, Chief Operating Officer Michael Rosenthal acquired 10,000 shares at $54.30 each on June 9th, investing $543,000. This purchase expanded his holdings by 7.9% to a total of 136,622 shares.
Wall Street Outlook and Institutional Holdings
Analyst sentiment reflects a “Moderate Buy” consensus. Among coverage analysts, two assign Strong Buy recommendations, thirteen rate it Buy, while two maintain Sell ratings.
The mean price objective stands at $78.21, considerably exceeding Friday’s closing level. Needham adjusted its target downward from $81 to $73 on July 22nd, while Deutsche Bank reduced expectations from $70 to $61 on July 9th, though both firms preserved Buy recommendations.
Morgan Stanley restated its Overweight stance on August 19th. Citigroup confirmed its Positive view on July 15th. Weiss Ratings and Wall Street Zen maintain Sell positions on the security.
VanEck reduced its stake by 0.5% throughout the second quarter, liquidating 23,214 shares while maintaining 4.57 million shares valued at approximately $255.7 million. Institutional holders command 52.55% of total shares outstanding.
The security trades within a 52-week range spanning from $37.81 to $100.25. Technical indicators show the 50-day moving average at $51.75, while the 200-day moving average sits at $56.82.
MP Materials commands a market capitalization of $10.02 billion, exhibits a beta coefficient of 1.88, and maintains a debt-to-equity ratio of 0.48. Liquidity metrics include a current ratio of 9.51 and a quick ratio of 8.56.
Morgan Stanley’s Overweight reaffirmation on August 19th marked the latest analyst update preceding Friday’s share price contraction.
The post MP Materials (MP) Stock Dips 4.7% Despite 89% Revenue Surge and Strong Analyst Targets appeared first on Blockonomi.

Key Takeaways
McDonald’s shares bottomed at $259.85, marking a 52-week low with a 16% annual decline
The fast-food chain brings back Spicy Chicken McNuggets on September 1 for a limited run
Second-quarter U.S. same-store sales grew only 0.8% while customer traffic dropped
Benjamin Edwards Inc. reduced its MCD holdings by 20.7% during Q2
Wall Street analysts maintain an average price target of $322.96 with mostly bullish ratings
Shares of McDonald’s touched a 52-week bottom at $259.85 during recent trading, marking a significant decline of approximately 16% year-over-year and 20% across the past six-month period. This downward trajectory has prompted institutional investors and market analysts to reconsider their exposure to the fast-food giant.
In response to weakening customer traffic, McDonald’s plans to bring back its Spicy Chicken McNuggets across all U.S. locations starting September 1. The popular menu item, featuring cayenne and chili pepper-infused tempura coating, hasn’t been available since last year.
This strategic menu move comes as the company grapples with persistent customer traffic challenges and seeks compelling reasons to drive foot traffic to its restaurants.
Second Quarter Results Reveal Traffic Concerns
The company’s second-quarter performance in the United States showed modest same-store sales growth of just 0.8%, driven primarily by higher average checks rather than increased customer visits. In fact, guest traffic metrics showed a decline during the period.
On a worldwide basis, results were moderately better. Comparable sales across all markets increased 1.3%, total revenue advanced 4%, and diluted earnings per share climbed 6% to reach $3.32.
McDonald’s digital platform continues delivering strong results. The company’s loyalty program generated more than $40 billion in systemwide sales over the past twelve months, while active users over a 90-day period surged 13% to approach 220 million members.
Intensifying Competition in the Chicken Category
The battle for chicken-loving customers has intensified significantly. Burger King recently overhauled its chicken nugget recipe with improved breading and expanded sauce selections. Wendy’s has launched an aggressive promotional campaign offering 10-piece chicken nuggets for just $1.99 through its mobile app through September 27.
The critical question facing investors is whether limited-time offerings such as Spicy McNuggets can meaningfully boost customer visits without pushing McDonald’s into aggressive discounting that could pressure margins.
Among institutional investors, Benjamin Edwards Inc. scaled back its MCD stake by 20.7% in the second quarter, disposing of 46,060 shares. However, other investment firms expanded their positions during the identical timeframe, with GTS Securities notably increasing its holdings by 153.9%.
Insider trading activity has also caught attention. Joseph Erlinger, a company insider, divested 5,252 shares in June at an average selling price of $284.32, reducing his stake by over 40%.
Wall Street analysts have broadly adjusted their price projections downward. Firms including RBC Capital, Bernstein, and KeyBanc have lowered their targets to a range between $286 and $305. Conversely, Deutsche Bank elevated its target to $345 while maintaining a Buy recommendation.
Consensus analyst projections currently point to a price target of $322.96, supported by 15 Buy ratings, 11 Hold ratings, and one Strong Buy recommendation.
The post McDonald’s (MCD) Stock Plunges to 52-Week Low Despite Spicy McNuggets Comeback appeared first on Blockonomi.

Key Takeaways
Nvidia delivered Q2 revenue of $96.2 billion, representing a 106% year-over-year increase and surpassing Wall Street’s $92.27 billion estimate
The company posted adjusted earnings per share of $2.22, exceeding the $2.09 analyst consensus by $0.13
Data center segment revenue soared 117% to reach $89 billion during the quarter
Management issued Q3 guidance of approximately $108 billion and forecasted fiscal 2028 revenue growth near 70%, significantly above the ~45% analyst projection
The company is broadening its competitive moat beyond graphics processors with integrated data orchestration solutions including the Vera CPU and Vera Rubin platform
Nvidia delivered exceptional second-quarter results on August 26, announcing revenue of $96.22 billion that exceeded analyst projections of $92.27 billion. Shares opened trading Friday at $217.55.
The data center business drove performance, surging 117% from the prior-year period to reach $89 billion. Adjusted earnings per share landed at $2.22, topping consensus estimates of $2.09 by thirteen cents.
Top-line results represented 105.9% growth versus the comparable quarter in the previous year. The company achieved return on equity of 96.04% alongside a net profit margin of 63.66%.
For the third quarter, management provided revenue guidance of approximately $108 billion. The company also projected that fiscal year 2028 revenue could expand by roughly 70%, substantially exceeding the ~45% growth rate Wall Street had anticipated.
Multiple sell-side firms responded by raising their price objectives, with upgrades coming from Wedbush, Truist, RBC, and JPMorgan among others. The consensus analyst price target currently stands at $322.61, supported by 48 buy recommendations and four hold ratings.
Beyond Graphics: Nvidia’s Broader Hardware Strategy
The more significant development from the earnings announcement is that Nvidia’s competitive positioning extends well beyond its GPU dominance. The company’s Vera Rubin platform integrates the Rubin GPU with the Vera CPU, a Groq 3 LPX inference accelerator, plus purpose-built storage and networking infrastructure.
The Vera CPU targets data orchestration challenges in hyperscale computing environments. According to Jason Hardy, Nvidia’s VP of storage technology, the processor achieved “upwards of 3x improvement” in specific workloads, enabling flash storage systems to operate at maximum throughput without creating bottlenecks.
As computing infrastructure expands, efficiently moving data to processing units at optimal timing has emerged as a critical bottleneck. Nvidia is marketing its complete system architecture as the solution rather than selling components in isolation.
Challenges and Potential Headwinds
The company faces several obstacles ahead. Gross profit margins are projected to decline to approximately 72%-73% due to increasing costs for memory, advanced packaging, and infrastructure investments.
Supply chain limitations continue to present challenges, potentially restricting the company’s ability to convert robust demand into actual sales. Management also removed China data center compute revenue from forward projections, highlighting persistent export regulation uncertainties.
Additional concerns emerged around reports that Nvidia suspended certain revenue-sharing agreements with cloud-based AI service providers, prompting questions about customer financing arrangements. Following the initial post-earnings surge, investors engaged in profit-taking, with NVDA declining alongside AMD and Intel.
Regarding potential acquisitions, reports suggest Nvidia is pursuing Hugging Face in a transaction estimated around $12.9 billion, though no final agreement has been reached.
Institutional shareholders control 65.27% of outstanding NVDA shares. Company insiders have divested approximately $410 million in stock during the past ninety days. In May, management authorized an $80 billion stock repurchase program and approved a quarterly cash dividend of $0.25 per share, scheduled for October 1 distribution.
The stock trades within a 52-week range spanning $164.07 to $236.54, with the company’s current market capitalization at $5.24 trillion.
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TLDR
General Motors has secured a preliminary agreement with Unifor involving a C$1.1 billion ($791 million) capital commitment across Ontario manufacturing sites in Oshawa, St. Catharines, and Ingersoll.
The capital allocation includes production of the upcoming GMC Sierra heavy-duty truck at Oshawa and a modern transmission production line scheduled for late 2029.
U.S. tariffs on Canadian automotive products currently stand at 25%, with projections indicating an increase to 50% effective January 1, 2027.
GM shares started Friday trading at $86.31, while Wall Street analysts maintain a consensus target of $101.41 with a “Moderate Buy” recommendation.
The National Highway Traffic Safety Administration has initiated an engineering review involving nearly one million GM trucks and SUVs regarding possible L87 V-8 engine malfunctions.
General Motors is committing C$1.1 billion to its Canadian manufacturing footprint following a preliminary labor contract with Unifor, which represents approximately 4,600 GM employees across Ontario.
This agreement spans three production facilities and arrives during a period of escalating tariff pressure on Canada’s automotive manufacturing sector.
Shares of GM began Friday’s session at $86.31. The equity trades within a 52-week bandwidth of $54.33 to $91.85, currently positioned above both its 50-day moving average of $82.54 and 200-day moving average of $79.63.
Wall Street’s consensus price objective stands at $101.41, accompanied by a “Moderate Buy” designation. Among 23 analysts tracking the stock, 18 recommend buying, three suggest holding, and one advises selling.
The Oshawa manufacturing complex will secure C$144 million in funding to facilitate production of the upcoming heavy-duty GMC Sierra pickup generation. This allocation represents a component of GM’s strategic initiative to maintain truck assembly operations within Canadian borders.
Capital Allocation Details
A previously disclosed C$691 million pledge will enable production of advanced V8 powertrains across Ontario facilities. An additional C$215 million has been designated for GM’s St. Catharines location to manufacture next-generation transmission systems, with operations projected to commence in late 2029.
GM has additionally promised to neither shutter nor divest its CAMI assembly operation in Ingersoll during the evaluation period for alternative production strategies. This facility has been identified as a leading candidate should GM successfully obtain a Canadian Armed Forces defense manufacturing contract.
Union members from Unifor will cast ballots on the proposed agreement throughout Saturday and Sunday.
This substantial investment arrives as Canadian automobile manufacturers confront 25% U.S. tariffs on finished vehicles. President Trump has announced intentions to escalate tariffs on Canadian automobiles, trucks, components, and steel to 50% beginning January 1, 2027.
Diplomatic negotiations between Washington and Ottawa collapsed last week without reaching a resolution. Tariffs affecting medium- and heavy-duty vehicle categories remained among the contested matters.
Analyst Coverage and Shareholder Movements
Regarding financial performance, GM delivered $3.57 in earnings per share during its latest quarterly report, surpassing analyst projections of $3.19 by $0.38. The company generated $48.03 billion in revenue, representing a 1.9% year-over-year increase and exceeding the $47.01 billion consensus forecast.
GM has established its complete 2026 fiscal year earnings guidance between $12.00 and $14.00 per share. The analyst community anticipates an average of $13.29 EPS for the full fiscal year.
Multiple institutional investors expanded their holdings during the second quarter. Beacon Pointe Advisors LLC established a fresh position valued at approximately $3.57 million. AXA S.A. increased its stake by 69.4%.
Regarding executive transactions, CEO Mary Barra divested 318,448 shares at an average price of $90.38 on July 28, executed under a previously established Rule 10b5-1 trading arrangement. President Mark Reuss disposed of 71,079 shares at $89.97 during the same trading day.
The National Highway Traffic Safety Administration has launched an engineering analysis encompassing 997,743 GM pickup trucks and sport utility vehicles equipped with the L87 V-8 powerplant, including the Chevrolet Silverado 1500, GMC Yukon, and Cadillac Escalade, concerning potential engine breakdown issues.
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Key Takeaways
Shares of Dell Technologies declined 3.39% even as analysts expressed confidence before the September 1 quarterly report.
J.P. Morgan reaffirmed its Buy recommendation with a $565 price objective, anticipating management will lift revenue projections.
Projections for AI-server market expansion in 2026 have soared beyond 80%, a significant jump from the 64% forecast issued three months earlier.
Broader server market growth estimates for 2026 have climbed to 30%, well above the prior 22% projection.
Analysts anticipate Q2 results showing $4.91 per share in earnings alongside approximately $44.5 billion in revenue.
Shares of Dell Technologies (DELL) slipped 3.39% on August 28 despite receiving positive coverage from J.P. Morgan just days before the company unveils its Q2 financial results on September 1.
Analyst Joseph Cardoso at J.P. Morgan reaffirmed his Buy stance on Dell shares while establishing a $565 price objective. His research note suggests the technology giant may once again increase its Fiscal Year 2027 revenue outlook during the upcoming earnings announcement.
The company currently projects 47% revenue expansion for this fiscal year. While this represents robust growth, Cardoso’s analysis indicates actual performance trends may prompt executives to deliver another upward revision.
The optimistic perspective centers primarily on artificial intelligence infrastructure demand. According to research firm 650 Group, the AI-server segment is now projected to expand by more than 80% year-over-year throughout 2026. This represents a substantial increase from the 64% growth rate the firm anticipated just 90 days prior.
This rapid acceleration in forecasts signals that demand is significantly outpacing earlier industry predictions. As a major competitor in this segment, Dell stands to benefit directly from strengthening AI-server sales.
Conventional Server Demand Contributing to Positive Projections
Artificial intelligence isn’t the only catalyst behind the upbeat forecast. The traditional server market is also demonstrating stronger momentum. Current projections for total server market growth in 2026 now exceed 30%, up considerably from the earlier 22% estimate.
According to J.P. Morgan’s research, recent quarterly results across the technology sector combined with proprietary channel intelligence support this upgraded outlook. This reinforces the firm’s view that Dell’s existing guidance may prove conservative.
Cardoso notes that the anticipated guidance increase likely won’t match the magnitude of the previous adjustment. The company already implemented a substantial upward revision during the last quarterly report. Nevertheless, the trajectory remains positive.
The Street consensus calls for adjusted earnings of $4.91 per share and GAAP earnings of $4.43 per share for the reporting period. Revenue projections center around $44.5 billion, representing a 51% surge compared to the $29.78 billion recorded in the year-ago quarter.
Wall Street’s Perspective on DELL Stock
The company has surpassed earnings expectations in five out of the past six reporting periods. The single shortfall occurred in the quarter concluded in April 2025, delivering $1.55 per share versus the $1.69 consensus estimate.
The latest quarterly report ending April 2026 demonstrated exceptional outperformance. Dell delivered $4.86 per share compared to the $2.94 Street estimate, representing a remarkable 65% positive surprise. Such performance helps explain the sustained bullish sentiment surrounding the stock.
Among Wall Street analysts, DELL stock maintains a Moderate Buy rating based on 12 Buy recommendations, five Hold ratings, and zero Sell ratings issued over the past three months.
The consensus 12-month price objective stands at $519.36, suggesting approximately 14% appreciation potential from current trading levels. The median price target of $500 represents roughly 9.6% upside from the most recent closing price of $456.24.
Dell Technologies is scheduled to release Q2 financial results on September 1 for the fiscal period that ended July 31, 2026.
The post Dell Technologies (DELL) Stock: Should You Buy Before September 1 Q2 Report? appeared first on Blockonomi.

Key Takeaways
Analyst consensus points to a $127.61 price target, suggesting approximately 20% upside potential from the recent close of $107.78, with Morgan Stanley maintaining a Buy rating at $125.
The entertainment giant surpassed Q3 expectations with adjusted earnings per share of $2.06 versus the anticipated $1.86, while revenue climbed 6.8% annually to $25.25 billion.
New Mexico Educational Retirement Board expanded its position by 5,600 shares, contributing to the 65.71% institutional ownership of Disney shares.
The company’s forward momentum includes theme park developments, an innovative Abu Dhabi destination concept, expanded Disney+ programming partnerships, and a lakeside Walt Disney World resort launching in July 2027.
JPMorgan elevated its price forecast to $140 while two executive vice presidents executed pre-scheduled stock sales in August under Rule 10b5-1 trading arrangements.
Shares of Walt Disney (DIS) started Friday’s session at $108.15, marking a 1.2% gain, within its yearly trading band of $92.18 to $119.78.
The entertainment conglomerate currently commands a $186.74 billion market capitalization and trades at a price-to-earnings multiple of 22.30. Technical indicators show the 50-day moving average positioned at $100.63, while the 200-day average stands at $101.58.
Wall Street sentiment remains decidedly bullish. Morgan Stanley analyst Sean Diffley maintained his Buy recommendation with a $125 price objective. JPMorgan analysts upgraded their forecast from $139 to $140, maintaining an Overweight stance. Wells Fargo increased its projection from $125 to $132, also rating shares Overweight. Truist established a $115 target, while Rosenblatt Securities held steady with a Buy rating and $126 target.
Among 21 Wall Street analysts monitored by MarketBeat, 16 assign a Buy rating, one recommends Strong Buy, three maintain Hold positions, and one rates it a Sell. The consensus price objective stands at $127.61.
The company’s latest quarterly performance, disclosed on August 5th, exceeded Wall Street projections. Disney delivered adjusted earnings of $2.06 per share, surpassing the consensus estimate of $1.86 by $0.20. Quarterly revenue reached $25.25 billion, representing a 6.8% year-over-year increase, falling marginally short of the $25.39 billion forecast.
The company reported a return on equity of 9.90% and maintained an 8.70% net profit margin. Management issued fiscal 2026 EPS guidance of $6.64, compared to the Street’s $6.90 full-year projection.
Ambitious Entertainment and Theme Park Developments
During the D23 fan convention, Disney unveiled an extensive content lineup featuring Avengers: Doomsday, The Bluey Movie, Toy Story 5, a reimagined Lilo & Stitch, Kingdom Hearts IV, and a Fortnite integration. Additional franchises receiving sequels include Zootopia and Frozen, alongside a live-action adaptation of Tangled.
In theme park developments, Disney revealed Lakeshore Lodge, a forthcoming Walt Disney World accommodation scheduled to welcome guests in July 2027. The resort will showcase lakefront lodging options, private cottages, and a relaxing lazy river experience. The company’s strategic vision also encompasses a biome-themed destination concept planned for Abu Dhabi.
Disney’s streaming platforms Disney+ and Hulu are collaborating with iHeartMedia to launch video adaptations of six prominent podcasts. The company’s streaming division targets exceeding $30 billion in annual revenue with operating margins above 20% within approximately five years.
Executive Transactions and Institutional Investment Trends
Two executive vice presidents completed stock transactions in August. Paul M. Roeder divested 3,596 shares at $106.32 on August 19th, generating $382,326 in proceeds. Brent Woodford sold 7,238 shares at $105.31 on August 14th, totaling $762,233. Both transactions occurred under previously established Rule 10b5-1 trading plans. Company insiders collectively control 0.17% of outstanding shares.
Among institutional movements, New Mexico Educational Retirement Board expanded its Disney position by 6.8%, acquiring an additional 5,600 shares to reach a total holding of 88,155 shares, representing approximately $8.5 million in value. Institutional investors collectively maintain ownership of 65.71% of Disney shares.
Chief Financial Officer Hugh Johnston is slated to present at the Goldman Sachs Communacopia + Technology Conference on September 9th.
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Key Takeaways
Elon Musk projects SpaceX will achieve $3.5 trillion in yearly revenue by 2033, beating Morgan Stanley’s 2040 timeline by seven years.
Second quarter revenue surged 92% year-over-year to $7.81 billion, driven primarily by connectivity services at $4.29 billion.
Achieving the $3.5 trillion target from current ~$31 billion annual run rate demands approximately 96% compounded growth yearly through 2033.
The company unveiled plans for a $100 billion Louisiana launch facility, breaking ground in 2027 with inaugural Starship flight scheduled for 2029.
Shares closed at $141.50, gaining roughly 0.5%, surpassing Morgan Stanley’s $137 per share valuation.
Shares of SpaceX (SPCX) finished trading at $141.50, climbing approximately 0.5%, following Elon Musk’s audacious revenue projection that captured Wall Street’s attention.
In a post on X, Musk declared that SpaceX could achieve approximately $3.5 trillion in yearly revenue by 2033. Meanwhile, Morgan Stanley’s freshly released research analysis places that identical benchmark around 2040—creating a significant seven-year discrepancy.
Analyst Adam Jonas from Morgan Stanley maintained his Overweight recommendation on SpaceX shares, describing the valuation as “attractively valued.” The firm’s present price objective stands at $137 per share, marginally beneath current trading levels.
The calculations supporting Musk’s projection are aggressive. SpaceX recorded second-quarter revenue of $7.81 billion, representing a 92% increase from the previous year. This translates to an annualized revenue pace of approximately $31 billion. Achieving the $3.5 trillion mark by 2033 necessitates revenue multiplication of roughly 112 times, equating to approximately 96% compounded annual expansion for seven consecutive years.
The connectivity segment dominated Q2 revenue generation with $4.29 billion, trailed by artificial intelligence at $2.56 billion, and traditional space operations contributing $962 million.
Investment expenditures remain substantial. SpaceX allocated $18.37 billion toward capital projects during Q2 exclusively. This figure illustrates the considerable financial resources required to construct the foundational systems underlying Musk’s ambitious projections.
New Louisiana Launch Complex Expands Operations
SpaceX revealed Starbase Louisiana this week, a massive $100 billion launch complex situated in southern Louisiana. Ground-breaking is scheduled for 2027, with the facility’s maiden Starship mission planned for 2029.
Morgan Stanley anticipates this location will facilitate polar and sun-synchronous orbital missions, expanding SpaceX’s existing launch infrastructure. The firm’s financial model projects SpaceX will ultimately maintain 15 operational launch pads, adding three additional facilities before 2027 concludes. Operating at two launches daily per pad, this infrastructure could enable approximately 5,800 annual Starship missions by 2040.
Artificial Intelligence and Space-Based Computing
SpaceX is aggressively expanding its AI capabilities. The organization intends to scale computing capacity from exceeding 2 GW by late 2026 to approximately 10 GW throughout 2027.
Morgan Stanley calculates that each incremental 1 GW of orbital computing infrastructure contributes roughly $27 per share to SpaceX’s overall valuation. This metric becomes increasingly significant as the company accelerates this business segment.
Musk previously stated that SpaceX could attain $1 trillion in annual revenue by 2030, potentially achieving this milestone in 2029 under accelerated growth conditions.
Morgan Stanley’s earlier valuation framework estimated SpaceX at approximately $330 billion by 2030, expanding to $3.4 trillion by 2040.
SPCX stock settled at $141.50, advancing roughly 0.5% during the 24-hour period, trading above Morgan Stanley’s current $137 per share price objective.
The post SpaceX (SPCX) Stock Rises as Musk Projects $3.5T Revenue by 2033, Outpacing Analyst Forecasts appeared first on Blockonomi.

Key Highlights
HNT experienced an 88% price surge on August 29, 2026, climbing to approximately $0.42 with trading volume exploding over 1,000%
The city of Celina, Texas transitioned its municipal Wi-Fi infrastructure to carrier-grade coverage via the Helium Network
A significant short squeeze developed as Helium’s weighted funding rate plummeted to -0.63%
Short liquidations exceeded $125,000 — marking HNT’s most severe single-day squeeze throughout 2026
Technical indicators show RSI reaching 85, signaling overbought territory, while resistance stands at $0.44 and support at $0.23
The Helium (HNT) token experienced a remarkable 88% price appreciation on August 29, 2026, driving the asset to the $0.42 level. Market activity intensified dramatically, with trading volumes surging more than 1,183% to reach $38.3 million, based on CoinMarketCap metrics.
[[IMG_2]]Helium (HNT) Price
This performance positioned HNT within the top seven highest-gaining cryptocurrencies for the trading day. The token also ranked among the most heavily traded digital assets during the session.
HNT established its all-time low at $0.1672 merely fifteen days prior to this rally. This explosive move represents a dramatic turnaround from an extended bearish trend.
The Driving Force Behind the Rally
The primary catalyst emerged from Celina, Texas embracing the Helium Network infrastructure. This rapidly expanding suburb experienced 25% population growth within twelve months, creating strain on traditional cellular tower capacity.
The $HNT (Helium) token surged nearly 100% in 24 hours following an announcement in Texas
The pump occurred against the backdrop of news about the launch of the Helium Network in the city of Selina, Texas.
The city converted its existing public Wi-Fi network into mobile… pic.twitter.com/MH8tH7Za8k
— Lórien (@Lorienss) August 29, 2026
Municipal authorities transformed their comprehensive citywide Wi-Fi infrastructure into functional carrier coverage operating on the Helium Network. Citizens now enjoy access to 100GB of daily data allocation without requiring additional tower construction.
Helium publicized this development through an official blog announcement, which gained rapid traction throughout cryptocurrency trading circles. Market participants responded with substantial buying pressure, propelling HNT significantly upward.
Short Squeeze Intensifies Price Movement
During HNT’s rapid ascent from $0.21 to $0.43 over several hours, bearish traders established short positions anticipating a reversal. This concentration of short interest developed rapidly.
Analytics from CoinGlass reveal Helium’s weighted funding rate descended to -0.63%, indicating short position holders paid substantial fees to maintain their bearish bets. Subsequent short liquidations surpassed $125,000 — representing HNT’s largest single-session squeeze throughout 2026.
Open interest expanded 556% to $15 million, while trading volumes reached $50 million, reflecting a 2,600% increase.
Chart Analysis
Daily chart patterns reveal HNT escaped from a descending channel formation that constrained price action since June. The 50-day exponential moving average positioned near $0.2257 currently functions as support.
[[IMG_3]]Source: TradingView
The Relative Strength Index registers at 85, indicating deeply overbought conditions. Meanwhile, the ADX indicator trends upward, confirming momentum strengthening.
HNT has experienced modest retracement from its intraday peak of $0.44 as traders secured profits. Critical resistance exists at the $0.44 threshold, with the subsequent upside target positioned at $0.53 upon breakthrough.
Downside support aligns with the 61.8% Fibonacci retracement level at $0.23. A decisive close above $0.44 would reinforce bullish momentum.
The leading ten HNT holders possess 26.36% of total supply. Bybit dominated exchange activity with $2.80 million in 24-hour volume, while LBank followed with $1.50 million.
HNT’s peak valuation of $55.22 was established during 2021.
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Key Highlights
XRP has declined 2.46%, currently hovering at $1.38 and challenging critical 200-week EMA support at $1.37
Institutional XRP ETFs attracted $110.49 million in weekly capital, marking the strongest performance since December 2025
Bitwise dominated ETF activity with $59.95 million in weekly capital inflows
Evernorth, an XRP treasury firm, secured SEC clearance for NASDAQ listing through Armada Acquisition Corp merger
Blockchain data reveals increasing receiving addresses reaching 926,320 alongside elevated transaction volumes
Currently priced at $1.38, XRP has experienced a 2.46% decline in the past 24 hours. This downturn has brought the cryptocurrency to a crucial technical threshold—the 200-week exponential moving average (EMA) positioned at $1.37.
XRP Price
Market observers indicate that a breakdown beneath this threshold could trigger a longer-term bearish trajectory. Should the decline persist, the subsequent support zone is located at the 20-week EMA around $1.27.
The Relative Strength Index stands at 51, offering bulls a marginal advantage. Nevertheless, the RSI trajectory is declining, indicating potential erosion of buying momentum.
Contributing to the downward pressure are traders who entered positions around the $1.00 mark and liquidated after the rally to $1.66. These profit realization activities are creating near-term resistance for the asset.
While price action shows weakness, institutional interest through XRP ETFs continues strengthening. Data from SoSoValue indicates that August 28 alone witnessed $26.20 million flowing into XRP ETFs.
$XRP ETFs HIT A NEW 2026 RECORD:
SPOT XRP ETFs ATTRACTED $110.49 MILLION IN NET INFLOWS FOR THE WEEK ENDING AUGUST 28! pic.twitter.com/c0SJhOKIhs
— 𝓐𝓶𝓮𝓵𝓲𝓮 (@_Crypto_Barbie) August 29, 2026
The ETF products have maintained positive inflows for nine consecutive sessions. Between August 24 and August 28, cumulative weekly inflows reached $110.49 million—representing the strongest weekly performance recorded since December 2025.
Leading ETF Providers and Aggregate Holdings
Bitwise captured the lion’s share of weekly inflows with $59.95 million, while Franklin Templeton secured second place with $28.7 million. The five XRP ETFs trading on US exchanges collectively manage $1.44 billion in net assets, representing 1.66% of XRP’s total $87.43 billion market capitalization.
Technical analyst EGRAG CRYPTO shared insights on X highlighting XRP’s approach toward its ascending 300-week moving average near $1.03. According to EGRAG, historical patterns show that successfully retesting and maintaining this level typically precedes accumulation phases. Should XRP defend the 300-week MA, the analyst projects initial targets at $1.65, followed by $2.00–$2.80, with speculative long-range targets extending to $15, $27, and $50.
#XRP – The CHASM & 300W MA :
If you ask me where #XRP is compared with previous cycles, I believe we are very close to the 300-week MA retest phase.
Historically, the sequence looked like this:
Penetrate/Reclaim 300W MA → Retest → Fear/News Catalyst → Hold Structure… pic.twitter.com/JIAEPnFZ00
— EGRAG CRYPTO (@egragcrypto) August 29, 2026
Blockchain analytics from BankXRP demonstrate receiving addresses expanding to 926,320, accompanied by increased transactions per second metrics. These indicators suggest heightened network engagement, though market watchers acknowledge uncertainty regarding the underlying catalysts and sustainability of this trend.
Evernorth Advances Toward NASDAQ Debut
XRP treasury firm Evernorth has obtained SEC authorization to commence public trading on NASDAQ via a business combination with Armada Acquisition Corp. The shareholder approval vote is scheduled for September 30.
Evernorth Advances $1 Billion XRP Treasury Deal Toward Nasdaq Listing
Evernorth said the SEC has declared effective its Form S-4 registration statement for the proposed merger with Armada Acquisition Corp. II, with a shareholder vote scheduled for September 30. If approved and… pic.twitter.com/IRMHN40znV
— Wu Blockchain (@WuBlockchain) August 28, 2026
Evernorth maintains a position of 473,276,430 XRP tokens, currently worth approximately $672.3 million, accounting for 0.473% of the total circulating XRP supply.
The decisive shareholder vote regarding the NASDAQ merger transaction will take place on September 30, 2026.
The post XRP Tests Critical 200-Week EMA Support While ETF Inflows Surge to Multi-Month Highs appeared first on Blockonomi.

Key Takeaways
A Solana-based token called Trump Digital Gold (GOLD) reached a $66 million valuation before plummeting 99% within approximately 30 seconds
Insider wallets controlling 82.45% of total supply liquidated their positions, netting around $1.01 million worth of Solana
The token received promotion from a verified X account associated with Trump merchandise, though no Trump family authorization was established
Just seven days prior, Eric Trump publicly dismissed rumors of any new coin launch, labeling such claims fraudulent
The incident follows a pattern of politically themed token scams on the Solana network
A cryptocurrency token branded as Trump Digital Gold emerged on the Solana network Saturday morning, only to shed virtually all its value in a matter of hours. Blockchain data analysts attributed the dramatic collapse to coordinated selling by a handful of wallets holding the majority of tokens.
ALERT: Trump-linked account appears to have been HACKED to promote a “Trump Digital Gold” rug pull.
A post promoting $GOLD appeared on ‘realtrumpcoins1,’ an account followed by the official Trump account and linked as a merchandise partner to the Trump Organization.$Gold… pic.twitter.com/pt8XhkdgJz
— Coin Bureau (@coinbureau) August 29, 2026
The digital asset was deployed at 7:38 a.m. and rapidly gained traction following promotion from the X account @realtrumpcoins1, which shared the token’s contract address. The account features a verification checkmark and commands over 42,000 followers. Its profile claims official partnership status with the Trump Organization, and Donald Trump himself follows this account.
This perceived connection sparked immediate buying interest. Solana’s rapid deployment capabilities enabled market participants to acquire tokens within moments of the promotional announcement.
Market Cap Peaks at $66 Million Before Catastrophic Drop
Heavy trading activity propelled the token’s valuation to $66 million around 9 a.m. Price fluctuations persisted for multiple hours until the promotional content vanished at 11:48 a.m.
According to blockchain investigator EmberCN, addresses associated with the token’s creation offloaded 824.54 million tokens—representing 82.45% of the entire supply—in exchange for 9,784.6 SOL tokens valued at approximately $1.01 million. This massive liquidation caused the market capitalization to crater from $55 million to $1 million in roughly 30 seconds.
Analytics platform Lookonchain identified 15 interconnected wallets that accumulated positions prior to the promotional post’s appearance. These addresses subsequently exited their positions for combined profits near $330,000, based on Lookonchain’s analysis.
By early afternoon hours, the market cap had deteriorated to roughly $700,000, marking a nearly 99% decline from its zenith.
Trump Family Authorization Remains Unverified
Donald Trump and his family members issued no public statements endorsing or acknowledging the token. Eric Trump had specifically addressed comparable speculation exactly one week before, on August 22.
“What a joke… This is absolutely not true. No one is launching any kind of coin. If anyone is suggesting otherwise, it’s a fraud,” he wrote.
The promotional account subsequently removed its content. The associated website, realtrumpcoins.com, operates on a domain distinct from the Trump Organization’s legitimate retail platform.
Scheme Resembles Previous Solana Token Scams
This collapse follows an established blueprint. Concentrated token ownership combined with social media hype and swift liquidation has characterized multiple Solana token schemes.
A token designated BARRON, similarly referencing a Trump family member, executed an identical pattern in January 2025. An insider address converted a modest initial investment into profits exceeding $1 million following the token’s surge.
The Securities and Exchange Commission has issued warnings about fraudsters exploiting social media to artificially inflate token valuations before dumping positions. Staff guidance issued in February 2025 indicated that meme coins typically fall outside federal securities regulations, providing purchasers with minimal legal recourse.
At publication time, no law enforcement entity had publicly disclosed the identities of the wallet controllers.
The post Trump Digital Gold Token Plummets 99% in Apparent Rug Pull Scheme appeared first on Blockonomi.

Key Highlights
Ethereum’s price stood at $2,436 on August 29, reflecting a 2.33% daily decline
U.S. spot Ethereum ETFs achieved 10 consecutive days of positive net inflows, accumulating $1.52 billion
BlackRock’s ETHA dominated with $1.02 billion in inflows across nine sessions, capturing approximately 72% of total flows
The Senate will hold a cloture vote on the CLARITY Act on September 15
Critical support for ETH rests at $2,350, while resistance appears at $2,500
Ethereum declined to $2,436 on August 29 amid a broader cryptocurrency market downturn that saw values drop 1.71% within 24 hours, bringing the total crypto market capitalization to $2.62 trillion. Bitcoin hovered below $78,000 while XRP traded near $1.38.
Ethereum (ETH) Price
The recent price retreat comes despite ETH’s impressive recovery from approximately $1,900 in mid-August. The cryptocurrency surged past $2,200 and repeatedly challenged the $2,500 level before experiencing a pullback.
On August 28, U.S. spot Ethereum ETFs registered $102.18 million in net inflows, extending their positive flow streak to 10 consecutive trading days. The cumulative inflows throughout this period reached approximately $1.52 billion.
The week concluding around August 21 saw Ethereum ETF inflows hit roughly $697 million — representing the strongest weekly performance in nearly 10 months and a 2026 peak at that point, according to SoSoValue data.
BlackRock’s ETHA Commands Market Share
BlackRock’s ETHA fund attracted approximately $1.02 billion throughout nine consecutive trading sessions spanning August 17 to August 27, representing roughly 72% of total U.S. spot Ethereum ETF inflows during this timeframe.
BLACKROCK BUY STREAK: $1 BILLION $ETH
BlackRock’s clients have purchased over $1 Billion of ETH without any days in which they net-sold. In the past 9 days, BlackRock’s ETHA ETF purchased $1.02B of ETH.
BlackRock’s ETHA estimated average buy price is $3,060 ETH. pic.twitter.com/JAy824MUag
— Arkham (@arkham) August 28, 2026
The fund experienced its strongest performance on August 27, capturing $225.8 million in inflows — the largest single-day figure recorded since October 28, 2025. ETHA’s total net inflows since its July 2024 inception now approach $12.74 billion, with net assets valued at approximately $8.46 billion.
The roughly 385,633 ETH purchased over this eight-day period suggests an average acquisition price ranging between $2,490 and $2,550. This represents a significant discount compared to ETHA’s lifetime average cost basis of approximately $3,060.
These spot ETF flows represent client-driven purchases rather than BlackRock’s proprietary trading. When market participants purchase ETHA shares, the fund secures Ethereum through Coinbase Prime to maintain backing.
Fidelity’s FETH emerged as the sole fund experiencing outflows on August 28, shedding $24.26 million. Meanwhile, Grayscale, Bitwise, VanEck, and Franklin funds maintained neutral positions with no daily flow movements.
Technical Analysis and Price Targets
ETH’s RSI registered 44.09, indicating diminished momentum without entering oversold conditions. The MACD line positioned at 0.65 remained beneath the signal line at 12.62, with the histogram declining to -11.97.
ETH/BTC is sitting at a key breakout level.
Price is forming a triangle with lower highs and higher lows. The range keeps getting tighter, which means a big move is getting closer.
A breakout above the trendline could send $ETH toward $2,800.
A rejection could push it back… pic.twitter.com/KSz9iiGZov
— Ash Crypto (@AshCrypto) August 29, 2026
Market analyst Ash Crypto highlighted on X that the ETH/BTC pair is developing a triangle formation with a narrowing range. According to his analysis, a breakout above the trendline could propel ETH toward $2,800, whereas a rejection might drive prices back to the $2,000–$2,200 zone.
If this is a true breakout on $ETH, we're expecting to see a lot more upside, probablyanother leg.
My expectations are that the next leg goes to $3,200, perhaps even $3,500 and stalls from there.
Don't sell your positions too early. pic.twitter.com/YXxmvktELn
— Michaël van de Poppe (@CryptoMichNL) August 29, 2026
Trader Michaël van de Poppe (@CryptoMichNL) shared his outlook that if ETH validates a genuine breakout, the subsequent rally could target $3,200, with potential extension to $3,500.
The CLARITY Act, having cleared the House of Representatives, now awaits a Senate cloture vote scheduled for September 15, requiring 60 affirmative votes to proceed.
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