NEW YORK, July 4, 2026, 16:02 EDT U.S. stock markets were closed Friday for Independence Day observed. Nasdaq’s holiday calendar shows July 3, 2026, as a shutdown. (Nasdaq) Strategy Inc (NASDAQ:MSTR) jumped 22.4% from June 26 to July 2, beating Bitcoin’s 2.4% move and the Nasdaq Composite’s 2.1% gain during that period. The smaller number was cash. Strategy sold $1.15 billion in common stock over the week to June 28 but didn’t buy any Bitcoin. This week comes down to three prices: MSTR, Bitcoin, and STRC, with the preferred shares still under their $100 face value. Strategy Inc (NASDAQ:MSTR) closed at
https://ts2.tech/en/strategy-stock-pops-after-1-15-billion-share-sale-shift-to-cash-test/

HONG KONG, July 5, 2026, 03:05 (HKT) Alibaba shares in Hong Kong were up 5.1% for the week, but by Friday’s close the stock was still just 6.1% above its 52-week low. Alibaba Cloud is now part of Kuaishou’s Kling AI funding round, alongside Tencent and Baidu. The funding puts Kling’s valuation at $15 billion before the new capital. The U.S. ADR ended Thursday at $96.14. The NYSE was closed Friday for the Independence Day holiday. Hong Kong’s stock market doesn’t trade on Sundays and stayed closed last Wednesday for the city’s Special Administrative Region Establishment Day. That gave Alibaba Group
https://ts2.tech/en/alibaba-trades-near-52-week-low-after-kling-ai-funding-update/

NEW YORK, July 4, 2026, 15:02 EDT BigBear.ai Holdings, Inc. (NYSE:BBAI) ended Tuesday at $3.53, dropping 3.02% for the day. Shares are still up 1.4% since June 26. (Investing.com) BBAI was dropped from the Russell Microcap Index after the June rebalance, according to FTSE Russell’s final list. (LSEG) Three executives at BigBear.ai Holdings, Inc. – the CEO, CFO and general counsel – each reported Form 4 filings July 2 showing share disposals for tax withholding. BigBear.ai Holdings, Inc. BigBear.ai Holdings, Inc. (NYSE:BBAI) edged up 1.4% between the June 26 close and July 2, coming out of the quiet holiday stretch with
https://ts2.tech/en/bigbear-ai-nysebbai-steady-after-russell-bump-as-cap-overhang-resurfaces/

NEW YORK, July 4, 2026, 14:02 (EDT) NBIS finished regular trading at $215.62 on July 2, a 5.92% drop. Nasdaq was closed July 3 for the Independence Day holiday. (MarketWatch) NBIS traded a two-day volume July 1-2 that was about 24.9% of Nebius’s March 31 Class A shares, by calculation. (StockAnalysis) The Meta agreement carries a quieter risk: $15 billion out of the up-to-$27 billion total is tied to extra available capacity, not the $12 billion committed part. (Nebius) Nebius Group N.V. (NASDAQ:NBIS) isn’t trading in the U.S. through the holiday. The Nasdaq’s 2026 schedule has July 3 as a market
https://ts2.tech/en/nebius-group-nasdaqnbis-stock-in-focus-after-meta-platforms-nasdaqmeta-cloud-report-and-46-billion-contract-lineup/

NEW YORK, July 4, 2026, 11:04 EDT Oklo ended the session at $52.36 on July 2 ahead of the U.S. holiday break. The stock gained 4.7% over the four-session week, but still finished 7.1% under Thursday’s high. The latest data showed short interest at 27.22 million shares, equal to 19.29% of the float. Next up is the DOE readiness review and startup approval for Groves. Oklo Inc. (NYSE:OKLO) heads into the next U.S. session with a bit of a standoff. The company landed a true regulatory win, but the stock failed to jump, and shorts are still hanging on to a
https://ts2.tech/en/oklo-nyseoklo-heads-into-the-week-after-doe-approval-as-1-65-billion-short-position-looms/

NEW YORK, July 4, 2026, 11:01 (EDT) Oracle fell 5.6% in the holiday-shortened week and is down 23.9% over nine straight losing sessions. Its $638 billion backlog is about 1.6 times its market value, but fiscal 2027 funding needs are keeping pressure on the stock. U.S. equity markets were shut Friday for Independence Day observed; Oracle’s next regular session is Monday. Oracle Corporation (NYSE:ORCL) enters the long U.S. holiday weekend with an odd split in its numbers: contracted demand has grown larger than the company’s market value, while the stock has kept falling. U.S. equity markets were closed Friday, July 3,
https://ts2.tech/en/oracle-stocks-638-billion-backlog-fails-to-stop-worst-selloff-in-years/

NEW YORK, July 6, 2026, 08:04 EDT Rivian stock is back open after jumping 8.4% on July 2, with the move coming after the company reported stronger Q2 deliveries and lifted its 2026 delivery target. The updated outlook midpoint means around 44,941 vehicles need to ship in the second half, which is 84% more per quarter than Q2 deliveries. JPMorgan bumped its target to $15 from $9 on Rivian but stuck with an Underweight call, still below where Rivian last traded. Rivian Automotive, Inc. (NASDAQ:RIVN) goes into the U.S. open Monday still showing gains from last week’s delivery numbers. The bigger
https://ts2.tech/en/rivian-stock-eyes-second-half-delivery-as-r2-hype-fades/

New York, July 6, 2026, 07:03 EDT Ondas last traded at $7.60 before the open, up 2.6% from where it closed on July 2. Shares had fallen 6.4% in the previous session. About 312 million shares changed hands over the four sessions to July 2, or around 60% of shares outstanding. A resale registration filed June 26 was for 3.38 million shares, around 1.1% of that four-day volume. Ondas said orders so far in Q2 were over $150 million. Short interest was close to a third of the float. Ondas Inc. (NASDAQ:ONDS) was active ahead of Monday’s bell, with order flow
https://ts2.tech/en/ondas-stock-faces-test-as-defense-orders-top-resale-shares/

New York, July 6, 2026, 06:08 EDT IREN traded higher before the Nasdaq opened. The stock last closed at $38.82 on July 2. Co-CEOs William Roberts and Daniel Roberts landed 18.2 million restricted stock units, which were valued at $706.5 million as of the last close. The award made up roughly 5.1% of IREN’s outstanding shares. From June 26 to July 2, the company shed about $3.0 billion in market value. IREN Limited (NASDAQ:IREN) shares looked set to open higher on Monday, but traders will be watching the $706.5 million mark-to-market value of a co-CEO stock grant. The grant came as
https://ts2.tech/en/iren-stock-edges-back-from-lows-as-700m-grant-call-nears/

New York, July 6, 2026, 06:06 (EDT) Intel was up 2.86% in premarket trading after falling 5.25% in the last regular session. The early quote clawed back about 52% of Thursday’s drop in dollars, nearly matching AMD’s 53% bounce and well ahead of Nvidia, which got back just 12%. Intel’s up 226.15% for the year so far, making the stock look like a momentum play, not a sluggish chip recovery. Intel’s server CPU demand and foundry story come up next with results on July 23. Intel Corporation (NASDAQ:INTC) traded up 2.86% at $123.79 ahead of the open, snapping back $3.44 after
https://ts2.tech/en/intel-nasdaqintc-rebounds-erasing-about-half-its-chip-losses-ahead-of-july-earnings/

NEW YORK, July 6, 2026, 05:04 (EDT) Advanced Micro Devices traded up ahead of the bell, though the early move clawed back just 56% of what it lost in the last session. Nvidia news and a minor customer update moved the trade, with less impact from AMD’s new guidance. AMD’s market cap was under a fifth of Nvidia’s, but the stock traded at a trailing P/E more than five times Nvidia’s in the latest quote data. Next up is to see if July AI product announcements are enough to hold up a share price that’s already set high for a
https://ts2.tech/en/amd-stock-rebound-weighs-on-ai-premium-after-nvidia-delay-chatter/

New York, July 5, 2026, 18:04 EDT Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) ended at $3.80, gaining 3.54% in the last session before the July 3 U.S. equity holiday. (StockAnalysis) RXRX gained roughly 8.0% in the four-session week, doing better than State Street SPDR S&P Biotech ETF (NYSEARCA:XBI) and iShares Biotechnology ETF (NASDAQ:IBB). (StockAnalysis) Filings on July 2 showed ex-director Christopher Gibson filed to sell 100,000 shares. Other Form 4s also showed stock awards to outside directors. (Recursion Pharmaceuticals, Inc.) This week could depend on whether volume stays up as traders look ahead to a second-half 2026 regulatory update for REC-4881 and new
https://ts2.tech/en/recursion-pharmaceuticals-nasdaqrxrx-beats-out-biotech-funds-as-filings-spending-become-focus/

NEW YORK, July 5, 2026, 18:03 EDT CoreWeave, Inc. (NASDAQ:CRWV) finished at $81.75 in trading Thursday ahead of the July 3 market holiday in the U.S., down 15.4% from the previous Friday’s close. (Investing.com) Meta Platforms Inc. (NASDAQ:META) is building a cloud service to offer spare AI compute, according to a Bloomberg report cited by Reuters. Meta did not respond to requests for comment. Reuters said it wasn’t able to confirm the Bloomberg story. (Reuters) Meta has committed to $35.2 billion in CoreWeave capacity through 2032. CoreWeave ended March with $99.4 billion in backlog, according to the company. (Reuters) CoreWeave heads
https://ts2.tech/en/coreweave-nasdaqcrwv-falls-as-nasdaq-100-spot-faces-pressure-meta-cloud-worries-weigh-on-ai-pricing/

NEW YORK, July 5, 2026, 18:01 EDT TeraWulf shares dropped 10.18% to finish Thursday at $21.18. The stock last traded before markets closed for Independence Day. The stock lost ground for seven sessions in a row through July 2, dropping 26.4% from its June 23 close. Selling hit even as the Nasdaq Composite rose 2.1% during the holiday-shortened week. Monday brings a clear test for investors as AI-driven names try to regain footing after Meta’s reported cloud push rattled sentiment across neocloud stocks. TeraWulf Inc (NASDAQ:WULF) is under more pressure than the daily chart suggests. Shares finished down 10.18% at $21.18
https://ts2.tech/en/terawulf-heads-into-july-6-after-shares-drop-26-as-ai-data-center-trade-falters/

NEW YORK, July 5, 2026, 15:04 (EDT) Oracle finished the holiday-shortened week at $140.27, down 5.6% as of the July 2 close. U.S. cash equity markets stayed closed Friday for the Independence Day holiday. (StockAnalysis) Oracle’s market cap is around $408.5 billion, which is lower than the $638 billion in remaining performance obligations, or RPO, the company reported. (Oracle Investor Relations) Markets open for the week July 6, as U.S. trading resumes. Oracle’s $0.50 per share quarterly dividend has a record date of July 10. (New York Stock Exchange) Oracle Corporation (NYSE:ORCL) goes into the July 6 restart facing an unusual
https://ts2.tech/en/oracle-nyseorcl-shares-slump-as-ai-backlog-now-tops-companys-market-cap/

NEW YORK, July 5, 2026, 14:04 EDT Keel finished July 2 at $4.59 on Nasdaq, dropping 14.68% ahead of the July 3 market holiday in the U.S. (WallStreetZen) The stock’s Toronto listing ended Friday up 0.77% at C$6.54. Investors got an early look at where things stand after the selloff before U.S. markets open again. (StockAnalysis) Nasdaq finished roughly 38% under the $7.41 initial conversion price on Keel’s June convertible note. (Keel Infrastructure) Keel Infrastructure Corp. (NASDAQ:KEEL; TSE:KEEL) starts Monday’s U.S. trade with mixed moves. KEEL saw a tough Nasdaq finish before the break, but picked up slightly in Toronto after.
https://ts2.tech/en/keel-infrastructure-stock-set-for-monday-after-nasdaq-drops-tsx-moves-higher/

NEW YORK, July 5, 2026, 12:01 EDT Nasdaq said it will be closed on July 3 for Independence Day observed. Regular trading resumes Monday, July 6. (Nasdaq) Plug Power Inc. (NASDAQ:PLUG) ended the four-day week up 3.9%. The stock added 10 cents as 209.2 million shares traded. (StockAnalysis) Short interest stood at 339.6 million shares as of June 15, or 24.68% of float, with days to cover at 5.8. (MarketBeat) Plug Power Inc. (NASDAQ:PLUG) closed at $2.64 ahead of the U.S. holiday, giving the hydrogen fuel-cell and electrolyzer company a market cap around $3.67 billion. With the Nasdaq and NYSE both
https://ts2.tech/en/plug-power-nasdaqplug-shares-swing-as-shorts-cash-take-focus-before-denmark-project/

New York, July 5, 2026, 10:09 (EDT) Ondas Inc. (NASDAQ:ONDS) ended the session down 6.44% at $7.41 ahead of the July 3 Nasdaq holiday. The stock showed a small move up to $7.45 after hours. (MarketWatch) Trading volume over the past four sessions hit around 315.5 million shares, about 60% of the shares outstanding, according to daily figures and MarketWatch share counts. (Investing.com) SEC filing from June 26 listed a resale of 3.378 million shares, around 1.1% of last week’s trading volume. Ondas will not get proceeds from the sales. Ondas says it has booked more than $150 million in orders
https://ts2.tech/en/ondas-nasdaqonds-heads-into-monday-after-315m-shares-trade-short-interest-about-a-third-of-float/

NEW YORK, July 6, 2026, 20:04 EDT S&P 500 (INDEXSP:.INX) climbed 0.72%, with the Nasdaq Composite (INDEXNASDAQ:.IXIC) up 1.12% and the Dow Jones Industrial Average (INDEXDJX:.DJI) tacking on 0.29%. Still, S&P decliners led advancers by 1.3-to-1. (Reuters) Rivian Automotive Inc (NASDAQ:RIVN) dropped after the bell following news of a 75-million-share offering. Fiserv Inc (NASDAQ:FISV) moved higher after word of bank discussions about a payments network. (Reuters) LSEG I/B/E/S is calling for S&P 500 earnings to jump 24% in Q2, with FactSet just below at 23.3% and revenue growth pegged at 12.2%. Not much room for disappointing guidance this quarter. (Reuters) U.S.
https://ts2.tech/en/sp-500-gains-narrow-after-hours-as-rivian-nasdaqrivn-drops-fiserv-nasdaqfisv-rises/

New York, July 6, 2026, 19:01 (EDT) International Business Machines Corporation finished the day up 3.45% at $299.52, marking a sixth gain in a row. In after-hours trading, IBM was quoted at $299.00. (MarketWatch) Analysts on Google Finance now have a $302.94 average 12-month target, just 1.14% over the last close, despite Bank of America Securities upping its target to $330. (Google) BofA’s latest case is about the software mix, Confluent, and free cash flow, not just IBM’s new quantum research news. (Benzinga) International Business Machines Corporation (NYSE:IBM) climbed $10.00 to close at $299.52 Monday, up 3.45%. That topped the S&P
https://ts2.tech/en/ibm-nyseibm-rally-trims-gap-to-consensus-as-bofa-looks-for-confluent-boost/

NEW YORK, July 6, 2026, 16:03 EDT Dow Jones Industrial Average closed at 53,056.80, up 156.73 points, or 0.30%, after touching 53,060.10. S&P 500 rose 0.72%; Nasdaq rose 1.12%, helped by chip and AI-linked stocks. Breadth was weaker than the index gain: S&P 500 decliners outnumbered advancers 1.3-to-1 in midday trade. The next test is earnings: LSEG I/B/E/S forecasts S&P 500 second-quarter earnings growth of 24%, with tech earnings up about 65%. The Dow Jones Industrial Average (INDEXDJX:.DJI) closed above 53,000 for the first time on Monday, a record finish that looked stronger in the index than it did under the
https://ts2.tech/en/dow-jones-today-dow-closes-above-53000-as-narrow-chip-led-rally-beats-weak-breadth/