Blockonomi

Key Highlights
Shopify shares climbed 8.97% on Monday, reaching an intraday peak of $123.00 after closing Friday at $113.75.
The surge preceded the company’s Q2 earnings release scheduled for August 5, with analysts forecasting $0.37 EPS and $3.44 billion in revenue.
CEO Tobias Lütke’s social media posts highlighting Shopify’s new NVIDIA DGX Workstation sparked investor interest in the company’s AI capabilities.
The stock holds a “Moderate Buy” rating from analysts with a consensus price target of $157.69; Jefferies recently raised its rating to Buy with a $160 target.
The shares are trading above key short-term moving averages but remain 6.8% under the 200-day SMA at $133.83.
Shopify (SHOP) shares experienced a remarkable surge of 8.97% during Monday’s trading session, reaching $123.95 intraday with a high of $123.00, advancing from the previous session’s close at $113.75.
Interestingly, this rally occurred on notably thin trading activity. Approximately 1.2 million shares traded hands, representing an 88% decline compared to the typical daily volume of 10.49 million shares. This suggests the price action wasn’t fueled by heavy institutional buying.
The broader equity markets painted a contrasting picture. The Nasdaq Composite declined 0.84% while the S&P 500 slipped 0.15% during the same session, highlighting how Shopify’s performance diverged from general market sentiment.
Market participants seem to be taking positions in anticipation of the company’s upcoming Q2 2026 earnings announcement, slated for August 5.
Analyst projections point to earnings of $0.37 per share, representing an increase from the $0.35 posted in the comparable quarter last year. Revenue estimates stand at $3.44 billion, versus $2.68 billion reported in the prior-year period. The company previously issued guidance targeting Q2 revenue between $3.40 billion and $3.46 billion during its May 5 update.
Leadership’s AI Messaging Sparks Interest
Investor enthusiasm received an additional lift from CEO Tobias Lütke’s recent social media engagement. Last week, Lütke showcased the company’s newly acquired NVIDIA DGX Workstation, characterizing it as infrastructure designed for demanding artificial intelligence applications.
According to Lütke, the system generates approximately 40 tokens per second running the GLM-52 model and is being deployed to completely reconstruct Shopify’s Liquid programming language in accelerated timeframes. These types of tangible AI implementations have resonated positively with investors in recent months.
From an analyst perspective, sentiment remains predominantly constructive. Shopify holds a “Moderate Buy” consensus among Wall Street analysts, with a mean price objective of $157.69 according to MarketBeat data.
Jefferies elevated its rating to Buy on July 13 while establishing a $160 price target. Citigroup retained its Buy stance on July 24 but reduced its target to $150. Conversely, Rothschild & Co moved to a Neutral position with a $130 target on July 21.
DA Davidson continues with a Buy recommendation though lowered its target from $195 to $140. Barclays maintains an Equal Weight rating with a $126 objective, while BMO Capital Markets began coverage with a Market Perform rating on July 10.
Chart Analysis
From a technical standpoint, Shopify now trades above its 20-day simple moving average of $120.76, its 50-day SMA at $114.06, and its 100-day SMA of $117.29. This positioning suggests continued near-term momentum.
The critical challenge remains the 200-day SMA positioned at $133.83. With the stock trading roughly 6.8% beneath this threshold, the current advance appears more like a rebound than a definitive breakout.
Overhead resistance emerges around the $131 level. Downside support exists near $104.50, an area where buyers previously defended the stock earlier this year.
Institutional ownership accounts for approximately 69.27% of outstanding shares. Multiple asset management firms have expanded their stakes recently, including Smartleaf Asset Management, which increased its position by 13.9% during Q2.
Shopify commands a market capitalization of $160.69 billion, trades at a price-to-earnings multiple of 122.61, and carries a beta coefficient of 2.58.
The post Shopify (SHOP) Stock Climbs 9% Ahead of Q2 Earnings Despite Market Downturn appeared first on Blockonomi.

Key Takeaways
Oppenheimer projects Palantir will surpass Q2 projections with 84–85% year-over-year revenue expansion, exceeding the 79% guidance midpoint
US Government division anticipated to deliver low 80s% growth, fueled by Department of Homeland Security contracts and geopolitical tensions
US Commercial division projected to surge by at least 135% compared to last year
Oppenheimer holds Outperform rating with $200 target price, representing 58% potential gain
PLTR shares climbed 5% Monday; stock has declined 29% in 2025
Shares of Palantir (PLTR) jumped 5% Monday following an optimistic preview from Oppenheimer analyst Param Singh in advance of the company’s second-quarter earnings announcement scheduled for August 3.
Singh anticipates Palantir will significantly exceed its Q2 revenue projections. His forecast points to 84–85% year-over-year expansion, well above management’s 79% midpoint guidance.
This bullish prediction arrives despite PLTR shares falling 29% year-to-date, pressured by valuation debates and intensifying competition from generative AI competitors.
According to Singh, Palantir remained “relatively immune” to the deal slowdowns that plagued other software vendors during the second quarter. This assertion will be tested when earnings are released.
Regarding forward guidance, Oppenheimer anticipates Palantir will elevate its full-year projection above 75% growth, an increase from the existing 71% estimate.
Wall Street consensus calls for Palantir to deliver Q2 adjusted earnings per share of $0.35 on revenue of $1.81 billion. This compares to EPS of $0.16 and revenue of $1 billion in the same quarter last year.
Government Contracts Drive Momentum
The US Government division represents the primary growth engine. Singh projects expansion in the low 80% range year-over-year, propelled by elevated Department of Homeland Security expenditures after the government shutdown concluded on April 30.
Middle Eastern military operations are also highlighted as a demand driver. Singh’s research indicates Palantir is securing additional task orders as a primary contractor and gaining preference throughout the Department of War.
Growth from international government contracts is expected to lag. European partners including France and Germany are creating distance from Palantir, while the firm encounters “increased scrutiny” in the United Kingdom.
Commercial Segment Maintains Strength
Singh predicts minimum 135% year-over-year expansion for the US Commercial division, with full-year growth reaching at least 125%.
Market watchers have expressed concerns that large language model providers deploying embedded engineering teams could threaten Palantir’s market position. Singh believes these worries are exaggerated.
His industry research indicates Palantir’s Ontology platform manages substantially more sophisticated workflows than what LLM providers presently address. Large language models are pursuing less complex applications.
Palantir additionally unveiled new agentic AI capabilities at DevCon 6 on July 14. These innovations include Orchestrator, Agent Engine, and Agent SDK — all designed to capture demand for agentic AI implementations.
Singh believes these solutions should decrease dependency on third-party platforms and accelerate customer implementation timelines.
Oppenheimer’s $200 target price represents 58% upside potential from present levels. The consensus Wall Street target stands at $181.24, indicating 43% appreciation over the coming twelve months.
With 15 Buy ratings, 4 Hold ratings, and 2 Sell ratings, analyst consensus categorizes PLTR as a Moderate Buy.
The post Palantir (PLTR) Stock Surges 5% as Oppenheimer Predicts Strong Q2 Earnings Beat appeared first on Blockonomi.

TLDR
Datavault AI Inc. names Ron Goldstein to lead professional sports licensing efforts.
Goldstein already licensing NIL Vault assets, including historic baseball legends.
Fiserv to power embedded banking and debit cards on NIL exchange platform.
CEO Bradley says the hire accelerates value for athletes and legacy estates.
Datavault AI Inc. expands NIL Vault with licensing and payments combined.
Datavault AI Inc. (DVLT) shares traded at $0.3579, up 0.20%, on Monday. The company appointed Ron Goldstein to lead its professional sports licensing division. Goldstein now oversees NIL Vault licensing tied to Datavault AI Inc.’s embedded banking rollout.
Datavault AI Inc., DVLT
Goldstein Joins to Drive NIL Licensing Strategy
Ron Goldstein brings 35 years of legal and licensing experience to Datavault AI Inc. He has advised athletes, brands, and global executives throughout his career. Goldstein will now structure officially licensed programs across the NIL Vault platform.
Datavault AI Inc. confirmed that licensing activity has already begun under his direction. Early initiatives include partnerships tied to Josh Gibson, Roberto Clemente, and Yogi Berra. These programs mark the first official estates onboarded to the NIL Vault.
CEO Nathaniel Bradley said the appointment accelerates value creation for athletes and legacies alike. He added that licensing momentum continues to build across multiple sports categories. Robert Dromerhauser noted that Goldstein’s network will support long-term scaling plans.
Fiserv Partnership Expands Payment Capabilities
Datavault AI Inc. is also advancing debit card capability through its Fiserv partnership. Fiserv will serve as the embedded banking and payments provider for the platform. This arrangement was first outlined in a July 21 release from Fiserv.
The partnership enables payment wallets and associated debit cards for NIL participants. Athletes will use these tools to receive and manage sponsorship earnings. Access to funds becomes simpler through the planned NIL exchange platform.
Datavault AI Inc. said the banking integration strengthens its broader NIL Vault ecosystem. Executives view payments infrastructure as central to athlete monetization efforts. The combined tools link licensing revenue directly to usable financial accounts.
Company Builds Broader Licensing and Technology Footprint
Datavault AI Inc. operates across data monetization, credentialing, and digital engagement sectors. The company also develops real-world asset tokenization technology for various industries. NIL licensing adds a new revenue stream alongside its existing technology lines.
The Goldstein appointment follows steady expansion of the NIL Vault initiative. Officially licensed historic estates now sit alongside current athlete programs. This mix broadens the platform’s appeal across generations of sports fans.
Datavault AI Inc. continues rolling out embedded banking features through 2026. The Fiserv partnership and Goldstein’s leadership form two pillars of that strategy. Together, they position the company to scale licensing and payments simultaneously.
The post Datavault AI Inc. (DVLT) Stock: Company Taps Ron Goldstein to Lead NIL Sports Licensing Push appeared first on Blockonomi.

要點摘要
Alphabet（字母表）股價在週一的交易中上漲2.6%，在上週四發佈Q2財報後遭遇急跌7%之後，股價升至328.06美元
該公司旗下Google Cloud（谷歌雲）業務在Q2實現同比收入增長82%的亮眼表現，而營業收入飆升超過200%
週四股價下跌源於公司上調了2026年資本開支（capex）預期至1950億至2050億美元，並且公司首次出現季度自由現金流（FCF）爲負的情況

要點摘要
英國最高法院在5G專利許可之爭中站在特斯拉一邊
特斯拉恢復了其針對InterDigital和Avanci的FRAND許可主張
高等法院將重新審理案件，不再預設許可成本
因法律結果積極，TSLA股價下跌1.39%
比特幣持倉仍保持在11,509 BTC，而狗狗幣的使用仍受限制
特斯拉（TSLA）股價下跌1.39%，收於308.69美元，儘管在英國最高法院取得了重大法律勝利，但仍抹去了早些時候的漲幅。英國最高法院恢復了這家電動汽車製造商對5G專利許可做法提出的訴訟。該具有里程碑意義的裁決允許特斯拉就對互聯網連接汽車至關重要的標準必要專利，追求由法院確定的公平許可費率。該事項現將再次移交高等法院審理，且不設定任何預先確定的許可成本。

要點
在經歷爲期三年的頗具爭議的任期後，Julie Masino 在本任期內因品牌策略失誤和營收下滑而從首席執行官（CEO）崗位離任。
前 Bloomin’ Brands 首席執行官 David Deno 自 8 月 10 日起擔任領導職務。
CBRL 股份下跌 5.4%，在週一交易時段收於 50.82 美元。
在週一的拋售之前，該股票今年以來已上漲近 100%，此前得益於強勁的季度業績和更佳的財務預期。
公司近期宣佈計劃退出 Maple Street Biscuit 業務板塊，並完成了一項涉及 26 處房產的售後回租交易。

要點速覽
Visa股價在週一因三星Galaxy Card亮相而上漲超過2%
持卡人可根據消費類型和會員狀態獲得2%到5%的現金返還
CNBC的Jim Cramer在《Mad Money》中聚焦Visa，指出其圖表表現令人印象深刻
分析師維持“強力買入”評級，給出395.88美元的平均目標價，意味着約9%的上行潛力
這家支付巨頭在2025財年實現了50%的淨利潤率，並在2026年第一季度實現26億美元自由現金流
Visa（V）股價在週一交易中大漲超過2%，報362.96美元。此前，這家支付處理商宣佈與三星建立戰略合作伙伴關係，推出一款新的信用卡產品。

要點速覽
在更廣泛的半導體行業走弱背景下，受與AI投資擔憂相關的因素影響，AMD（Advanced Micro Devices）股價下跌8.2%，至479.24美元
上週五英特爾（Intel）的財報反應引發了芯片製造商間的普遍不確定性
Alphabet不斷升級的AI資本開支在整個行業引發了更多市場波動
8月4日AMD即將發佈財報，投資者將重點關注數據中心表現以及MI系列GPU的市場牽引力
華爾街維持樂觀展望，“適度買入”（Moderate Buy）的共識評級，以及522.43美元的平均目標價

要點速覽
亞馬遜尋求 FCC 批准建設覆蓋全球的 5,000 顆衛星移動電話網絡
AMZN 交投接近 232.15 美元，因亞馬遜擴展其衛星網絡戰略
擬議網絡將把電話連接到超出傳統蜂窩基站覆蓋範圍之外
亞馬遜的 Globalstar 交易可能爲直連移動服務提供頻譜
該計劃將亞馬遜與 SpaceX 以及 AST SpaceMobile 直接對標，面向直連設備
亞馬遜（Amazon.com Inc.）股價在週一交易中此前回吐部分漲幅後，約在 232.15 美元附近徘徊。該股在未能站穩 235 美元上方後仍承壓，支撐位在 232 美元附近形成。與此同時，亞馬遜申請美國聯邦通信委員會（FCC）批准，部署 5,000 顆衛星用於直連手機的移動服務，以擴展其太空通信戰略。

要點摘要
BMNR股價在披露118億美元數字資產國庫後大漲
公司將以太坊持倉增加9,946枚ETH，總量約爲579萬枚ETH
回購計劃已完成回購1160萬股，授權額度爲40億美元以內
以太坊質押組合超過490萬枚ETH，並有更強的收入預期
公司繼續保持全球最大以太坊國庫持有者地位，同時也是第二大數字資產國庫持有者
在公司宣佈其持有價值118億美元的加密貨幣國庫後，比特礦沉浸技術（BMNR）的股價上漲10.08%，至17.38美元。披露信息同時顯示，其以太坊持倉規模顯著擴張，並加速推進股份回購計劃。公司高管強調，他們將持續進行質押運營，並將系統性的每週以太坊買入視爲其國庫管理策略的核心組成部分。

要點摘要
MSTR 股票在擴大 5.25 億美元現金儲備後上漲
Firm 執行 2500 萬美元回購 STRC 優先股
比特幣持倉連續第五週保持在 843,775 BTC 不變
普通股發行帶來 5.445 億美元收益，且不涉及出售比特幣
修訂後的資本框架強調每股比特幣的提升
Strategy Inc.（MSTR）股價在公司宣佈擴大現金儲備並持續回購優先股活動後，上漲 5.45%，至 96.67 美元。該機構披露連續第五週零比特幣收購，同時通過普通股權發行成功籌集資金。與此同時，管理層提升了流動性水平，保留了加密資產，並推進了其重組後的資本配置框架。

要點摘要
半導體板塊遭遇重大損失，推動納斯達克下跌0.5%，而標普500小幅走低
消息稱，中國一家國有企業已啓動關鍵芯片製造設備的大規模生產
在報道稱中國半導體設備取得進展後，英偉達和阿斯麥的股價大幅下跌逾4%
在美伊之間臨時停火期間，原油市場價格下跌超過5%
投資者正等待美聯儲週三的政策發佈，同時對利率決策的不確定性加劇

要點
上海的國有支持企業首次啓動量產本土研發的沉浸式 DUV 光刻設備。
在該消息公佈後，ASML 股份大幅下挫超過 7%，此前盤前漲幅約 2% 的盈利被抹去。
美國半導體設備製造商應用材料（AMAT）、科磊（LRCX）以及科磊公司（KLA Corp，KLAC）股價下跌幅度介於 4% 至 7% 之間。
中國 DUV 技術仍處於起步階段——2024 年的產量目標僅爲 5 臺，到 2027 年將擴展至 20 臺。

要點
華爾街預計：希捷週二的財報將顯示每股收益（EPS）爲5.10美元，同時季度營收爲35億美元
分析機構Wedbush將STX的目標價從825美元上調至1,000美元，同時維持其“增持”評級
在7月份下跌11%以及週五下跌6%之後，STX在週一盤前反彈2.5%，至872.53美元
預計與主要雲服務商的新定價安排將於2026年下半年生效
西部數據（WDC）同樣獲得了Wedbush上調後的目標價，目前爲650美元，較此前的540美元上調

要點速覽
Bitmine在過去一週內收購了9,946枚ETH，使總儲備擴張至5,787,414枚ETH，估值112億美元
該公司當前的以太坊持倉已佔資產流通供應量的4.8%，接近其5%的目標
BMNR股票上漲超過5%，每股約達16美元
股票回購加速至610萬股，高於前一週的550萬股
執行董事長湯姆·李強調，ETH/BTC比率達到3個月高點0.3000，作爲積極的市場指標

關鍵亮點
RGTI的股價在TangleLab發佈公告後約上漲11.9%，該公告展示了突破性的混合量子-經典計算測試平臺
該舉措代表一項三方合作伙伴關係，涉及Hewlett Packard Enterprise和匹茲堡超級計算中心
美國國家科學基金會正在提供500萬美元資金，以支持該項目
Rigetti計劃在PSC部署其9量子比特的Novera QPU，預計在2027年前實現全面部署
2026年第二季度財務結果定於8月6日公佈，分析師預計收入約爲509萬美元

要點速覽
在有關沃爾瑪供貨合作的消息傳出後，Edible Garden的股價上漲
該協議將把EDBL的新鮮切割香草帶到覆蓋大西洋中部地區的沃爾瑪門店
該合作下的首批交付計劃於2026年第三季度開始
EDBL計劃利用其GreenThumb 2.0平臺來進行分銷監督
截至目前（年初至今），儘管週一上漲，EDBL股價仍下跌98.85%
由於公司宣佈與零售巨頭沃爾瑪（Walmart，WMT）擴大供貨合作，Edible Garden（EDBL）的股價週一上漲28.34%。

要點
Capricor Therapeutics的股價在FDA關鍵工作人員對deramiocel發表嚴厲評論後暴跌，最高跌幅達70%
聯邦監管機構指出，公司在試驗結束後對結局測量指標進行了修改
FDA工作人員表示懷疑，研究參與者是否確實患有與DMD相關的心臟疾病
人們開始質疑，治療方案是否成功向心髒組織輸送了足夠的劑量
定於7月29日（週三）舉行一次計劃中的諮詢委員會審查
週一，Capricor Therapeutics（CAPR）股價在發佈FDA簡報材料後大幅崩塌，跌幅高達70%；此前這些材料是在公司原定於7月29日召開的諮詢小組審查之前公佈的。

要點速覽
Circle 股價在收購 IBM 區塊鏈專利組合後上漲。
交易使 Circle 成爲美國領先的區塊鏈專利持有方。
此次收購包含約 1,000 項專利，覆蓋金融與安全領域。
此舉將鞏固 USDC 基礎設施，並推動 Circle 的支付網絡擴張。
Circle 與 IBM 正在探索交易完成後的未來合作機會。
Circle Internet Group（紐交所：CRCL）的股價在公司宣佈已獲得 IBM 的區塊鏈專利組合後，上漲 4.69%，至 65.29 美元。該股在盤初開盤時出現短暫快速拉昇，隨後在上午交易時段大多維持在約 65.30 美元附近。此次戰略性收購增強了 Circle 的知識產權儲備，並強化其在鏈上金融生態系統中的地位。

要點
L3Harris與美國陸軍（Department of War）以及洛克希德·馬丁簽署了一項爲期七年的框架協議，製造PAC-3 MSE推進組件
根據該協議，PAC-3推進系統的產能預計將近三倍增長
LHX的股價開盤報300.08美元，位於200日移動均線328.70美元之下
第一季度業績顯示每股收益（EPS）爲2.72美元，超過分析師預期的2.53美元；同時營收增長11.9%，至57.4億美元
華爾街分析師對該股評級爲“適度買入（Moderate Buy）”，一致目標價爲361.70美元