Nokia is moving to offer AI-RAN subscriptions in its biggest business, but revenue from the plan is only due in 2027. Nokia shares climbed 2.6% after the company launched an AI-native radio platform with NVIDIA Corp (NASDAQ:NVDA). The new system offers a subscription model for software-based capacity upgrades. (Nokia Corporation | Nokia) Mobile Infrastructure pulled in €2.495 billion in Q1 sales, which is 36% ahead of Network Infrastructure. But Nokia said commercial launch for the new AI-RAN products is pushed to 2027. (Nokia Corporation | Nokia) Nokia Oyj on Wednesday said it launched what it’s calling the first commercial AI-native radio
https://ts2.tech/en/nokia-helnokia-pushes-ai-ran-subscriptions-at-main-unit-revenue-set-for-2027/

NEW YORK, July 14, 2026, 19:08 (EDT) Space Exploration Technologies Corp. (NASDAQ:SPCX) dropped 2.2% to $136.08 late Tuesday, wiping out around $39.5 billion in equity value based on its reported base-offering share count. MDA Space Ltd. (NYSE:MDA), Rocket Lab USA Inc. (NASDAQ:RKLB) and AST SpaceMobile Inc. (NASDAQ:ASTS) all posted price gains, together adding about $2.0 billion on a similar price-move calculation. SpaceX’s equity drop finished at 19.6 times those combined gains. (SEC) The size gap is key here. SpaceX dropped 2.2%, which was enough to outweigh a 4.1% average gain for the other three, smaller stocks. Investors watching percentages could miss
https://ts2.tech/en/spacex-drops-39-billion-leaving-gains-at-mda-rocket-lab-ast-spacemobile-in-the-dust/

NEW YORK, July 14, 2026, 18:08 EDT IREN Limited (NASDAQ:IREN) closed 1.0% lower at $38.59 on Tuesday even as NVIDIA Corp (NASDAQ:NVDA) gained 4.1%, bitcoin was up 4.0% and the Nasdaq Composite added 0.9%. IREN has fallen 10.3% from its July 8 close. The split suggests investors are looking past its AI-and-crypto exposure and pricing the harder part: funding and delivery. (The Wall Street Journal) IREN had posted no fresh business release since July 8 and no SEC filing since July 9 by Tuesday evening. Trading volume was 35.1 million shares, about 24% below its 65-day average. This was a quiet
https://ts2.tech/en/iren-nasdaqiren-stock-lags-ai-and-bitcoin-rallies-as-investors-price-a-1-3-billion-execution-gap/

NEW YORK, July 16, 2026, 14:05 EDT Microsoft rose 1.8% to $402.70 while the Nasdaq fell about 1%. (MarketWatch) Its two-session gain reached 4.6%, adding roughly $132 billion in value. (Barron’s) Microsoft’s earnings multiple sits about 19% below two major cloud peers. Microsoft shares climbed 1.8% in Thursday afternoon trading. The advance extended Wednesday’s 2.8% gain. Meanwhile, the Nasdaq Composite fell about 1% during a chip-led selloff. (Investor’s Business Daily) The stock has gained 4.6% since Tuesday’s close. Using Microsoft’s latest market capitalization, that move added about $132 billion. (Barron’s) The divergence is the investor signal. Price action suggests traders are
https://ts2.tech/en/microsoft-nasdaq-msft-stock-rallies-against-nasdaq-slide-despite-ai-spending-discount/

New York, July 16, 2026, 14:06 EDT The VanEck Semiconductor ETF (NASDAQ: SMH) dropped 4.2% to $565.69 in early afternoon trade. It went below Wednesday’s $586.09 lower DeMark pivot. This is a short-term support gauge. (GuruFocus) The breach was clear. SMH fell $20.40 under support. That gap was larger than the full $18.51 span between Wednesday’s upper and lower pivots. (GuruFocus) Breadth is the deeper investor signal. A first estimate uses VanEck’s June 30 weights. Nvidia (NASDAQ: NVDA) and Taiwan Semiconductor Manufacturing (NYSE: TSM) made up about 0.81 percentage point. That was just 19% of SMH’s fall. The two holdings made
https://ts2.tech/en/smh-etf-falls-below-key-support-as-chip-selloff-trumps-record-earnings/

NEW YORK, July 16, 2026, 1:07 p.m. EDT Nebius dropped 12.6% to $174.31 in early U.S. trading. CoreWeave (NASDAQ:CRWV) fell 5.2%. Nvidia (NASDAQ:NVDA) slipped 2.5%. Nebius kept its capital spending guidance at $20 billion to $25 billion under its partner-funded model. (Nebius) Nebius dropped 12.6% to $174.31 as of 1:07 p.m. EDT, wiping out a 2.8% rise from Wednesday. U.S. markets stayed open. (Nebius) The slip is key since the new model goes after Nebius’s biggest value issue. AI buildouts need a lot of cash. Still, there was no mention of the new 2026 capex forecast in the release. (Nebius) Nebius
https://ts2.tech/en/nebius-nasdaqnbis-shares-fall-as-ai-plan-shifts-capex-burden/

NEW YORK, July 16, 2026, 12:06 p.m. EDT U.S. markets were open. Rocket Lab traded down 11.2% near midday. A full-duration Neutron upper-stage engine test lasted nearly 5.5 minutes. (Space) Iridium Communications (NASDAQ:IRDM) offered a 14.4% preliminary gross deal spread. Rocket Lab Corporation (NASDAQ:RKLB) shares fell 11.2% to $67.63 around midday Thursday. They traded as low as $67.20, below the deal’s $67.50 lower collar. That threshold is not merely technical. At or below it, Iridium Communications Inc. (NASDAQ:IRDM) holders receive 0.4 Rocket Lab shares and $27 cash. Every $1 below the floor removes 40 cents from the stock payout. Inside the
https://ts2.tech/en/rocket-lab-stock-nasdaqrklb-slides-to-merger-collar-despite-neutron-test/

NEW YORK, July 16, 2026, 12:07 p.m. EDT Oracle fell about 4.8% to $126 in late-morning trade. The shares touched a fresh 52-week low. (Google) Backlog revenue due within 12 months is $76.6 billion. Planned fiscal 2027 net capital outlay is about $70 billion. (Reuters) S&P’s BBB- rating and its estimated 50% OpenAI backlog share keep funding risk central. (The Wall Street Journal) Oracle fell about 4.8% to $126 in late-morning New York trade on Thursday. The shares touched $125.94, a fresh 52-week low. Investors weighed a $638 billion backlog against a mounting cash need. (Google) Only 12% of that backlog,
https://ts2.tech/en/oracle-stock-nyse-orcl-hits-new-low-as-638-billion-ai-backlog-meets-cash-test/

NEW YORK, July 16, 2026, 12:05 EDT U.S. cash markets stayed open. Goldman was last at $1,110.41, off 3.6%. About 73% of Goldman’s revenue growth from a year ago came from trading, according to its filing. (SEC) The trailing P/E came in at 20.3, compared to Morgan Stanley (NYSE: MS) at 19.9. Goldman Sachs dropped 3.6% by late morning Thursday, trading at $1,110.41 just before noon. The Financial Select Sector SPDR ETF (NYSEARCA: XLF) was up 0.1%. On Tuesday, Goldman had set a record after posting results. (Reuters) That gap raises questions about how solid Goldman’s beat was. Trading brought in
https://ts2.tech/en/goldman-sachs-nyse-gs-shares-dip-as-trading-driven-earnings-raise-durability-questions/

HELSINKI, July 16, 2026, 16:21 (EEST) Nokia Oyj (NOKIA:HEL) traded around €9.43, down 3.6%, on Thursday afternoon. The stock has lost 10.7% across three sessions. Helsinki trading remained open, while the OMX Helsinki 25 slipped 0.3%. (Investing.com) The selloff exposes a timing gap. Nokia’s AI-RAN solutions enter operator trials late this year. Commercial availability starts in 2027. Telefonaktiebolaget LM Ericsson Class B (ERIC-B:STO) is warning about costs now. (Nokia Corporation | Nokia) Ericsson said AI demand is lifting memory and custom-chip costs. Its shares have fallen 14.3% across three sessions. The warning matters for Nokia. Component costs may arrive before AI-RAN
https://ts2.tech/en/nokia-stock-drops-as-2027-ai-ran-timeline-meets-sector-chip-cost-warning/

New York, July 16, 2026, 09:22 EDT Micron was set to open at $862.70, off 4.6% in premarket Nasdaq action. (Google) The stock dropped 8.0% Wednesday to finish at $904.28. (Barron’s) About 20% of DRAM volume is under signed deals, while it’s a third for NAND. Micron Technology, Inc. (NASDAQ: MU) dropped 4.6% to $862.70 in premarket trade Thursday. This comes even after it announced fresh long-term auto supply deals. The Nasdaq session hadn’t started yet. (Google) Micron’s new contract shield has limits. DRAM brought in 76% of revenue last quarter, but the strategic deals signed so far only protect about
https://ts2.tech/en/micron-nasdaq-mu-slips-as-new-auto-contracts-leave-most-dram-business-outside-deals/

SEOUL, July 16, 2026, 22:23 KST Seoul stocks slid 11.5%. The KOSPI was off 6.37%. (Google) The ADR finished at $176.46, with a premarket quote at $163.36. (Google) The prices work out to premiums of 42.0% and 31.5% each. SK hynix Inc. (000660:KRX; SKHY:NASDAQ) settled at 1.842 million won on Thursday, losing 11.5%. Trading in Seoul was over. Nasdaq still in premarket at that time. (Google) The main sign for investors is in the gap between both listings. One ADR is equal to a tenth of a regular share. Using Thursday’s exchange rate, that piece was valued at $124.27. The ADR
https://ts2.tech/en/sk-hynix-adr-premium-points-to-conversion-before-earnings/

MILPITAS, California, July 16, 2026, 05:08 (PDT) Sandisk Corporation (NASDAQ:SNDK) dropped around $22.6 billion in market cap Wednesday, or about 3.6 times the part of its long-term order book that’s expected to turn into revenue in the coming year. Shares slid 8.1% to $1,615, putting the flash-memory company’s value at about $253.6 billion. (Investor’s Business Daily) The comparison is core to the investment pitch. Sandisk had $41.6 billion in remaining performance obligations as of April 3—these are contracted sales that haven’t hit revenue yet. Just 15%, or $6.2 billion, should show up in the next year. The bulk of the protection
https://ts2.tech/en/sandisk-nasdaqsndk-selloff-tests-long-term-revenue-backlog/

NEW YORK, July 16, 2026, 06:08 EDT Ondas Inc. (NASDAQ:ONDS) saw enough volume for DZYNE’s former owners to sell the entire 40 million-share block registered post-acquisition, which could clear the stock’s overhang. There’s no filing confirming any shares traded. (SEC) Traders watched Ondas drop 4.2% to $7.05 on Wednesday, ahead of Thursday’s open, while the Nasdaq Composite added 0.6%. During the last three sessions, over 346.1 million Ondas shares changed hands, about 60.7% of its 569.8 million outstanding after new stock from the acquisition hit the market. (StockAnalysis) The July 2 agreement lets sellers unload up to around 10% of the
https://ts2.tech/en/ondas-onds-volume-spike-seen-after-dzynes-40-million-share-block-said-to-move/

London, July 16, 2026, 10:17 BST Lloyds Banking Group plc (LON:LLOY) has now used about 72% of its £1.75 billion buyback. The bank paid an average 111.64p for 14 million shares in the last two sessions, which is almost 93% higher than its reported TNAV of 57.9p a share. TNAV excludes intangible assets. Lloyds picked up 7 million shares both on July 14 and July 15, and plans to cancel them. (Investegate) The higher price changes the math for buybacks. Repurchasing above TNAV still bumps up earnings per share, but if the balance sheet is flat it cuts TNAV per share,
https://ts2.tech/en/lloyds-buyback-hits-72-mark-with-shares-close-to-double-tangible-book/

NEW YORK, July 15, 2026, 17:09 EDT Pfizer Inc. (NYSE:PFE) shares rose 2.35% to $24.82 on Wednesday after Sanofi SA (NASDAQ:SNY) brought a new patent case over the Comirnaty COVID-19 vaccine. The gain suggests investors viewed the complaint as a possible charge against past vaccine earnings, rather than an immediate block on sales. (MarketWatch) The historical base is far larger than today’s franchise. Pfizer reported about $95.8 billion in Comirnaty revenue from 2021 through the first quarter of 2026. At Wednesday’s market value of $142.2 billion, an amount equal to 1% of that revenue pool would be roughly $958 million, or
https://ts2.tech/en/pfizer-nysepfe-faces-new-patent-claim-after-96-billion-in-covid-vaccine-revenue/

NEW YORK, July 17, 2026, 7:11 a.m. EDT ARK Invest’s recent SpaceX buy showed an estimated paper loss of $1.09 million in Friday’s premarket trade. The figure was about $599,000 at Thursday’s close. (Seeking Alpha) ARK acquired 122,807 shares on Wednesday, at a reported value of $16.7 million. The estimated average price is approximately $135.99, based on rounded trading figures. SpaceX finished Thursday’s session at $131.11, slipping to about $127.15 in pre-market trade. Shares closed under the $135 IPO price for the first time. (Reuters) The setback is significant as ARK raised its stake while supply risk was looming. SpaceX represented
https://ts2.tech/en/cathie-woods-early-investment-in-spacex-nasdaqspcx-shows-loss-ahead-of-lockup-expiration/

NEW YORK, July 17, 2026, 07:05 (EDT) The main Nasdaq session is closed. Premarket trading continues. (nasdaq.com) Micron finished Thursday at $853.20, falling 5.65%. A lagging premarket quote indicated $830. (MarketWatch) Data-center segments accounted for 61.0% of revenue this quarter, while automotive and embedded contributed 11.2%. (SEC) Micron shares dropped 5.65% on Thursday, with memory-chip makers leading a decline in semiconductor stocks. The Nasdaq Composite finished down 1.47%. A delayed quote at 5:48 a.m. showed Micron falling a further 2.72%. (MarketWatch) The drop occurred even after Micron secured fresh long-term deals with seven automotive technology partners, including Qualcomm (NASDAQ:QCOM). The company
https://ts2.tech/en/micron-technology-nasdaqmu-shares-drop-auto-deals-do-not-alter-ai-exposure-marketwatch/

LONDON, July 17, 2026, 10:07 BST — Market open. Trading on the London Stock Exchange begins at 08:00 and ends at 16:30. (London Stock Exchange) Vodafone shares rose 3.2% to 120.01 pence at 09:28 BST. (Google) Vega’s intended voting share rose to 19.87% from 17.13%. (Via Ritzau) Initial estimate suggests the increased exposure accounts for approximately 631 million shares, valued at around £757 million. (Via Ritzau) Shares of Vodafone Group Plc (LON:VOD) gained on Friday after investors weighed Vega Investment’s increased intended stake. The stock was at 120.01 pence as of 09:28 BST. (Google) Following physical settlement, the Niel family vehicle
https://ts2.tech/en/vodafone-shares-gain-after-xavier-niels-vega-seeks-19-87-voting-stake/

LONDON, July 17, 2026, 10:22 BST Lloyds fell 2.2% to 110.17 pence at the open in London trading. The FTSE 100 slipped 0.25%. (Google) The average price for Thursday’s buyback was 112.2414 pence, 14.9% higher than the average in the first quarter. (SEC) The stock traded at 1.90 times tangible net asset value as of March, a 15% premium to NatWest Group (LON:NWG). (Google) Lloyds Banking Group (LON:LLOY) dropped 2.2% to 110.17 pence on Friday. However, its recent buyback price underscored a broader concern for investors. (Google) The bank’s value has increased more quickly than the pace of its buyback economics.
https://ts2.tech/en/lloyds-lonlloy-shares-dip-as-increased-buyback-price-stirs-strategy-questions/