Market Pulse: Equities drifted as fresh earnings mixed cheers and groans; revenue beats were offset by profit misses, keeping the major averages in a holding pattern.
Key Movers: Astrana Health swung for the fences but left margins hanging, Nu Skin flipped to profit with a wide Q3 guidance range, and JFrog eked out a small EPS beat while R&D burn looms.
Macro & Politics: No major policy fireworks from D.C.; lawmakers remain in gridlock, leaving corporate guidance as the lone market catalyst.
What’s Next: Watch for more blockbuster earnings updates rolling out today, including full trading details from Monroe Capital now that it’s back on the board.
Market Commentary
Everyone’s ignoring the flood of shares insiders are dumping at Redwire (Redwire files to sell 117.68M shares of common stock for holders – Thefly.com). That’s not just bankers taking profits, it’s a neon sign flashing that those closest to the story are heading for the exits. Insider sales matter more than another high-flying M&A headline.
Also, look at 10x Genomics eating Scale Biosciences (10x Genomics to acquire Scale Biosciences – Thefly.com) and JFrog’s skinny profit beat (JFrog reports Q2 EPS 18c – Thefly.com). One is splurging on growth at unknown cost while the other risks its margins with runaway R&D. The real play is finding that sweet spot between buying innovation cheap and avoiding companies burning cash for buzz.
Play it smart: dial back positions in these wide-ranging guidances and insider alarms, and rotate into names with tight guidance and clean balance sheets. If Nu Skin really nails a midpoint north of 30¢, don’t be a damn sucker if that 25¢–35¢ range starts bleeding red.
📈 Breaking Financial News
Monroe Capital trading resumes
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Astrana Health sees 2025 revenue $3.1B-$3.3B, consensus $3.18B
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Chime reports Q2 EPS ($7.29), consensus ($4.97)
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RealReal raises FY25 revenue view to $667M-$674M from $645M-$660M
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thefly.com provides the latest financial news as it breaks. Known as a leader in market intelligence, The Fly's real-time, streaming news feed keeps individual investors, professional money managers, active traders, and corpor…
JFrog reports Q2 EPS 18c, consensus 16c
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thefly.com provides the latest financial news as it breaks. Known as a leader in market intelligence, The Fly's real-time, streaming news feed keeps individual investors, professional money managers, active traders, and corpor…
$100 Oil Coming?
CNN/WSJ: Oil prices exploded 6-8% on Iran crisis. Analysts warn $100/barrel if Strait of Hormuz disrupted. While oil stocks swing wildly, there's a steadier way to profit. Marc shows you how.
🔍 Market Analysis & Insights
Astrana Health sees Q3 revenue $925M-$965M, consensus $943.74M
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thefly.com provides the latest financial news as it breaks. Known as a leader in market intelligence, The Fly's real-time, streaming news feed keeps individual investors, professional money managers, active traders, and corpor…
Nu Skin sees Q3 EPS 25c-35c
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10x Genomics to acquire Scale Biosciences, terms not disclosed
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Peakstone Realty Trust reports Q2 adjusted FFO 61c
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DocGo reports Q2 EPS (11c), consensus (23c)
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Partner with Elon Musk on His “Google Killer”
Elon's new AI, Grok 3, is being hailed as the future of search. Want to own a piece of the action? Tech legend Jeff Brown reveals how everyday folks can invest in Elon's private AI company, xAI, before it goes public.
💰 Investment Opportunities
LoanDepot sees Q3 origination volume $5B-$7B
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thefly.com provides the latest financial news as it breaks. Known as a leader in market intelligence, The Fly's real-time, streaming news feed keeps individual investors, professional money managers, active traders, and corpor…
Astrana Health reports Q2 EPS 19c vs. 40c last year
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thefly.com provides the latest financial news as it breaks. Known as a leader in market intelligence, The Fly's real-time, streaming news feed keeps individual investors, professional money managers, active traders, and corpor…
Redwire files to sell 117.68M shares of common stock for holders
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thefly.com provides the latest financial news as it breaks. Known as a leader in market intelligence, The Fly's real-time, streaming news feed keeps individual investors, professional money managers, active traders, and corpor…
Nu Skin reports Q2 EPS 43c vs. ($2.38) last year
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thefly.com provides the latest financial news as it breaks. Known as a leader in market intelligence, The Fly's real-time, streaming news feed keeps individual investors, professional money managers, active traders, and corpor…
LoanDepot reports Q2 EPS (6c), consensus (3c)
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thefly.com provides the latest financial news as it breaks. Known as a leader in market intelligence, The Fly's real-time, streaming news feed keeps individual investors, professional money managers, active traders, and corpor…
This “awesome resource” could power America for 30,000 years…
We sent one of our smartest researchers—a consultant who's worked for the likes of J.P. Morgan and Citicorp—into the middle of the Utah desert with a film crew. Why? So he could lead an investigation into a radical new kind of energy that's so abundant, the Dept. of Energy says it could meet America's power needs for the next 2 million years. Click for details.
