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NEW YORK, July 17, 2026, 09:09 EDT SK hynix Inc. (NASDAQ:SKHY) was trading close to $152 ahead of the U.S. open on Friday. The company’s American depositary shares were approximately 22% above their Seoul equivalent, compared with a 38% premium two sessions prior. (Google) The key indicator for investors is this compression. About 41% of the premium is gone. As of Thursday’s close, the ADS was trading just 2.2% above its $149 offer price. (MarketWatch) Measure Earlier reference Thursday close Change U.S. ADS price $193.92 $152.31 -21.5% Calculated premium versus Seoul parity 38.0% 22.4% -15.6 points Premium over $149 offer price
https://ts2.tech/en/sk-hynix-adr-premium-drops-to-22-ahead-of-july-29-conversion-test/
NEW YORK, July 17, 2026, 08:09 (EDT) IREN finished Thursday at $34.83, falling 9.0%. Early trading suggested levels around $34.10. (MacroTrends) AI-infrastructure peers dropped between 8.9% and 13.9%, compared to a 1.47% fall in the Nasdaq. (Google) AI revenue reported for the March quarter indicates a 32.7-times increase required to reach IREN’s $4.4 billion ARR goal. (SEC) Shares of IREN Limited (NASDAQ:IREN) dropped 9.0% to $34.83 on Thursday. Premarket indicators suggested a further 2.1% decrease to about $34.10. Nasdaq regular trading was yet to begin. (MacroTrends) The decline highlights execution as key to the investment thesis. IREN has secured AI deals
https://ts2.tech/en/iren-nasdaqiren-shares-fall-highlighting-attention-on-33-fold-increase-in-ai-revenue/
NEW YORK, July 17, 2026, 08:09 EDT NVIDIA Corporation (NASDAQ:NVDA) was set to open 2.35% down at $202.52 ahead of Friday’s session, with U.S. cash markets yet to open. Shares declined even after news of a new Japan-funded AI factory. (The Wall Street Journal) At that level, Nvidia dropped 4.7% from its Wednesday close. Based on a preliminary estimate using the May 15 share count, the market value loss is about $242 billion. (The Wall Street Journal) The order appears significant when viewed alone. KeyBanc analyst John Vinh projects Rubin GPU shipments will total between 1.7 million and 1.8 million in
https://ts2.tech/en/nvidia-nasdaqnvda-shares-fall-after-japan-rubin-order-highlights-more-challenging-ai-demand-environment/
HELSINKI, July 17, 2026, 15:06 EEST Shares dropped 3.3% to €8.85, extending the six-session decline to roughly 21%. (Google) AI and cloud sales increased by 49% in the first quarter; Ericsson later cautioned about chip costs related to AI demand. (Nokia Corporation | Nokia) Nokia Oyj (HEL:NOKIA) dropped 3.3% to €8.85 as of 15:02 EEST on Friday, marking its sixth consecutive session of losses. (Google) An estimate based on share price suggests around €13.5 billion in equity value has been wiped out since July 9, using that day’s closing price and 5.74 billion shares in circulation. (Google) The reset weighs on
https://ts2.tech/en/nokia-helnokia-drops-21-pre-q2-with-ai-spending-pressuring-stock-rally/
New York, July 17, 2026, 08:12 EDT Ondas Inc. (NASDAQ:ONDS) dropped 1.2% to $6.57 in premarket trade as of 07:59 EDT. The stock was trading 16% under its July 6 closing price. Regular trading on Nasdaq was still shut. (StockAnalysis) Investors face a short-term concern over possible share supply. Ondas registered 40 million DZYNE deal shares for resale on July 6. (SEC) The block represents 7.5% of the outstanding shares after the July 2 issue. Sellers are restricted to their proportional share of 10% of average daily trading volume. (SEC) Between July 7 and Thursday, Ondas saw 726.5 million shares traded.
https://ts2.tech/en/ondas-nasdaqonds-decline-shifts-attention-to-40-million-dzyne-resale-shares/
NEW YORK, July 17, 2026, 07:00 EDT Iovance Biotherapeutics (NASDAQ:IOVA) gained 10.2% between July 10 and the close on Thursday. (StockAnalysis) SPDR S&P Biotech ETF (NYSEARCA:XBI) dropped 4.4%. The Nasdaq Biotechnology Index (INDEXNASDAQ:NBI) declined 1.5%. (StockAnalysis) The full-year outlook suggests quarterly revenue in the second half will range from $95.8 million to $105.8 million. Iovance finished Thursday at $4.66, gaining 10.2% from July 10. Nasdaq’s regular session had ended at the dateline, while premarket trading remained open. (StockAnalysis) The advance was notable as wider biotechnology indices declined over the same four sessions. The change is significant as meeting full-year guidance demands
https://ts2.tech/en/iovance-shares-surge-as-attention-shifts-to-amtagvis-second-half-sales-target/
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, 10:22 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/
SAN FRANCISCO, July 18, 2026, 07:11 PDT U.S. markets are shut for the weekend. Synopsys finished Friday at $384.28, falling 7.85%. (StockAnalysis) The stock fell 13.74% last week, compared to a 2.9% drop in the Nasdaq Composite. (StockAnalysis) Friday’s implied loss in market value represented roughly 65% of fiscal 2026 revenue guidance. (StockAnalysis) Synopsys shed roughly $6.27 billion in implied market value on Friday, with shares ending the session 7.85% lower at $384.28 following Moonshot AI’s disclosure of its Kimi K3 chip-design project. The estimate is based on 191.48 million shares outstanding. (StockAnalysis) The loss represented about 65% of Synopsys’s fiscal
https://ts2.tech/en/synopsys-nasdaqsnps-loses-6-3-billion-following-kimi-k3-chip-design-demonstration/
NEW YORK, July 18, 2026, 09:11 EDT – Iovance Biotherapeutics (NASDAQ:IOVA) shares rose 18% with investors focused on the upcoming sales test for Amtagvi. Iovance Biotherapeutics, Inc. (NASDAQ:IOVA) gained approximately $344 million in equity value last week, representing 95.5% of its $360 million midpoint for full-year revenue guidance. U.S. markets were closed on Saturday. The company’s shares ended Friday at $5.00. (The Wall Street Journal) The development was related to the individual company. Shares of Iovance rose 18.2% since July 10. The SPDR S&P Biotech ETF (NYSEARCA:XBI) dropped 3.0%. The Nasdaq Biotechnology Index (INDEXNASDAQ:NBI) slipped 1.2%. (The Wall Street Journal) Friday’s
https://ts2.tech/en/iovance-biotherapeutics-nasdaqiova-shares-jump-18-as-amtagvi-sales-test-approaches/
NEW YORK, July 18, 2026, 09:07 EDT – Lucid Group, Inc. (NASDAQ:LCID) stock rose 33% in early trade as investors focus on the electric vehicle maker’s upcoming August milestone to gauge its cash burn rate. Lucid shares ended Friday at $7.36, rising 13.9% in the session and advancing 32.6% over the week. (StockAnalysis) The gap between production and deliveries shrank by 65.9% compared to the first quarter. (Lucid Group, Inc.) Inventory absorbed $576.4 million in the first quarter; cash flow results for the second quarter expected August 4. (Lucid Group, Inc.) U.S. financial markets were shut on Saturday. Lucid Group, Inc.
https://ts2.tech/en/lucid-group-inc-nasdaqlcid-shares-climb-33-before-key-august-cash-burn-test/
NEW YORK, July 17, 2026, 18:09 EDT FGMC ended the session at $8.30, sliding 10.0%, before advancing 46.3% in after-hours trading. (MarketWatch) The company, now renamed, will start trading under the ticker BXBL on Monday, July 20. (NASDAQ Trader) A June filing on redemptions indicated roughly $14 million remained in the SPAC trust. (PR Newswire) FG Merger II Corp. (NASDAQ:FGMC) finalized its merger with BOXABL Inc. (NASDAQ:BXBL) on Friday. According to a June 8 filing, 82.7% of public shareholders tendered their shares. (NASDAQ Trader) The remaining amount in the trust account stood at around $14 million. The release following Friday’s close
https://ts2.tech/en/fg-merger-ii-nasdaqfgmc-finalizes-boxabl-nasdaqbxbl-merger-following-83-redemption-rate/
NEW YORK, July 17, 2026, 3:09 p.m. EDT — SoundHound AI (NASDAQ:SOUN) shares rose after merger calculations indicated a potential 20-point gain in margins. Shares rose 0.3% to $6.33, recovering after a 5.2% drop to the session’s low. Trading volume totaled 39.0 million shares, about 33% higher than the 65-day average. (MarketWatch) Pro forma gross margin for Q1 came in at 51.6%, compared with 31.1% on a standalone basis. SoundHound AI shares reversed earlier losses on Friday while U.S. markets remained open. The stock last changed hands at $6.33, having fluctuated between $5.98 and $6.43. Shares were still down approximately 4.7%
https://ts2.tech/en/soundhound-ai-nasdaqsoun-shares-bounce-as-merger-analysis-signals-20-point-margin-increase/
NEW YORK, July 17, 2026, 14:15 EDT Nuburu paused at 7.27 cents, down 39.2%. (Stock Titan) Combined, common shares and pre-funded warrants represent 98.1% of shares outstanding before the offer. (SEC) 44.1% of projected gross proceeds are allocated to planned debt and note repayments. (Business Wire) Shares of Nuburu, Inc. (NYSEAMERICAN:BURU) were halted at 11:28 a.m. EDT on Friday. The stock last traded at 7.27 cents, a drop of 39.2%, with 39.4 million shares changing hands. (Stock Titan) The main NYSE American core session continued trading. A real-time halt tracker showed Nuburu’s halt with the reason listed as unknown. (New York
https://ts2.tech/en/nuburu-shares-paused-following-39-drop-amid-38-million-funding-and-dilution-concerns/
NEW YORK, July 17, 2026, 13:16 (EDT) Super Micro Computer (NASDAQ:SMCI) gained 1.5% to $25.04 at the start of U.S. trading. Initial assessment: June funding terms correspond to between 209 million and 232 million common-equivalent shares ahead of underwriter options. (ir.supermicro.com) U.S. authorities have launched a DRAM patent investigation that includes Super Micro; no merits determination has been made by regulators. (usitc.gov) Super Micro Computer (NASDAQ:SMCI) was trading roughly 9% below its June common-offering price on Friday. The stock gained 1.5% to $25.04 as of 1:01 p.m. EDT, with regular U.S. trading still underway. (ir.supermicro.com) The gap is significant since the
https://ts2.tech/en/smci-holds-ground-as-funding-questions-stake-39-billion-ai-order-tally/
NEW YORK, July 17, 2026, 09:09 EDT SK hynix Inc. (NASDAQ:SKHY) was trading close to $152 ahead of the U.S. open on Friday. The company’s American depositary shares were approximately 22% above their Seoul equivalent, compared with a 38% premium two sessions prior. (Google) The key indicator for investors is this compression. About 41% of the premium is gone. As of Thursday’s close, the ADS was trading just 2.2% above its $149 offer price. (MarketWatch) Measure Earlier reference Thursday close Change U.S. ADS price $193.92 $152.31 -21.5% Calculated premium versus Seoul parity 38.0% 22.4% -15.6 points Premium over $149 offer price
https://ts2.tech/en/sk-hynix-adr-premium-drops-to-22-ahead-of-july-29-conversion-test/
NEW YORK, July 18, 2026, 18:11 (EDT) U.S. cash markets did not open on Saturday. Shares of Walmart ended Friday at $114.24, a decline of 0.6%. (MarketWatch) Shares rose 0.3% over the week, while the S&P 500 dropped 1.6%. (Investing.com) Kyle Kinnard is set to succeed Kieran Shanahan as U.S. chief operating officer. Walmart’s shares are trading at 40.1 times earnings. (Reuters) Walmart Inc. (NASDAQ:WMT) rose 0.3% last week, even as the S&P 500 slipped 1.6%. The 1.9-point defensive gap remained intact, despite another exit of a senior operations leader. (Investing.com) The difference is significant as Walmart is valued at 40.1
https://ts2.tech/en/walmart-shares-nasdaqwmt-outperform-sp-500-over-the-week-as-coo-transition-puts-premium-valuation-under-scrutiny/
NEW YORK, July 18, 2026, 18:12 EDT Opendoor ended Friday at $4.50, with 526.6 million shares changing hands over the week. (Investing.com) Dollar turnover on Friday was around 11% of the company’s market capitalization. (Google) June new-home sales data is due July 24. Opendoor is set to release results on August 4. (Census.gov) U.S. stock markets did not operate Saturday. Opendoor Technologies Inc. (NASDAQ:OPEN) recorded trading volume of 526.6 million shares over the past week. That comprised roughly 55% of its outstanding shares, based on calculations. Total volume may include repeated trades. (Investing.com) In spite of the volatility, shares closed at
https://ts2.tech/en/opendoor-technologies-nasdaqopen-heads-into-q2-with-breakeven-outlook-after-volatile-trading/
NEW YORK, July 18, 2026, 17:05 EDT NVIDIA ended Friday at $202.81, falling 2.2% on the day and 3.9% over the week. (StockAnalysis) The Philadelphia semiconductor index dropped nearly 10%, marking its sharpest weekly decline in more than a year. (Reuters) Preliminary estimate: NVIDIA lost about $197 billion in market capitalization over the week. (StockAnalysis) NVIDIA Corporation (NASDAQ:NVDA) outperformed many peers in the semiconductor sector last week, despite a 3.9% drop that wiped nearly $200 billion from its market capitalization. This is fueling investor anxiety. With a single company’s valuation nearing $5 trillion, relative strength does not provide much protection for
https://ts2.tech/en/nvidia-nasdaqnvda-shares-lead-chip-stocks-despite-nearly-200-billion-market-value-loss/
NEW YORK, July 18, 2026, 17:10 EDT — With U.S. markets shut, attention turned to Intel (NASDAQ:INTC) after its stock fell 13% over the week, putting a spotlight on the company’s second-quarter margins. (TradingView) Intel shares ended Friday at $95.04, falling 2.0% on the day and recording a 13.3% decline across five sessions. (TradingView) Initial analyst projections indicate revenue of about $14.4 billion and adjusted EPS in the range of $0.21 to $0.22. (TradingView) The revenue projection is just 0.8% higher than Intel’s midpoint guidance. (Intel Corporation) Intel Corporation (NASDAQ:INTC) closed Friday at $95.04, slipping 2.0%. The shares fell 13.3% across
https://ts2.tech/en/intel-nasdaqintc-shares-slide-13-over-the-week-as-investors-eye-q2-margins/
NEW YORK, July 18, 2026, 16:53 EDT Netflix, Inc. (NASDAQ:NFLX) ended Friday’s session at $68.95, falling 7.26% on the day and slipping 6.0% over the week. (Barchart.com) Revenue for the first half climbed 14.7%, as reported viewing hours were up 2%. (Q4 News) An initial breakdown estimates implied revenue-per-hour growth at 12.5%, accounting for about 85% of total top-line growth. (Q4 News) Shares of Netflix fell 6.0% for the week. Early estimates of growth drove investor focus onto monetization. U.S. stock markets remained closed on Saturday. (Barchart.com) Of that division, about 85% of first-half revenue growth was driven by an increased
https://ts2.tech/en/netflix-nasdaqnflx-share-decline-raises-questions-about-monetization-driven-growth/