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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/
WASHINGTON, July 6, 2026, 15:02 (EDT) Fed Governor Christopher Waller said the balance of risks at the central bank is now tilted more toward high inflation than labor market weakness as the July 28-29 meeting approaches. (Reuters) The Fed’s projections in June set 2026 PCE inflation at 3.6%, higher than the 2.7% estimate in March. They also raised the expected federal funds rate for 2026 to 3.8% from 3.4%. (Federal Reserve) Traders kept the odds of a July rate hike at about 25%, with half of Fed projection submitters expecting at least one hike in 2026. (Reuters) Federal Reserve Governor Christopher
https://ts2.tech/en/feds-waller-flags-july-hike-as-inflation-dots-rise/
New York, July 6, 2026, 14:07 EDT Lemonade (NYSE:LMND) jumped 8.4% to $77.50 in early afternoon trading, outpacing both the main U.S. market and insurance sector indexes. The shares were roughly 25% higher than analysts’ $62 average target. (MarketWatch) Lemonade’s two-point reduction in reinsurance cession looks minor, but it exposes roughly $26.6 million more in annualized premiums based on the Q1 in-force premium base. (Lemonade) Lemonade, Inc. (NYSE:LMND) climbed 8.4% to $77.50 by early afternoon in New York. The exchange was open, having marked Independence Day on Friday, July 3. Regular core hours are 9:30 a.m. to 4 p.m. ET, according
https://ts2.tech/en/lemonade-nyselmnd-stock-up-after-company-tops-analyst-premium-retention-forecasts/
NEW YORK, July 6, 2026, 14:02 (EDT) Archer Aviation Inc. (NYSE:ACHR) gained roughly 6.6% to $5.31 in early afternoon trading, moving ahead of small-cap value indexes and the QQQ ETF. U.S. stocks traded Monday after being closed for the July 4 holiday on Friday. (NASDAQ Trader) The stock has a big gap to Wall Street targets. But a May SEC filing shows a much bigger possible share count than the March 31 tally. (MarketBeat) Archer Aviation Inc. (NYSE:ACHR) shares rose early Monday afternoon, but the bigger question for investors was what happens to the stock’s gains after factoring in dilution now
https://ts2.tech/en/archer-aviation-surge-puts-wall-street-price-targets-to-the-test-after-russell-shift/
NEW YORK, July 6, 2026, 13:06 EDT Nebius Group N.V. (NASDAQ:NBIS) traded up 1.6% at $219.05 as of 12:52 p.m. EDT. The stock moved between $207.24 and $224.88 earlier. Google Finance and StockAnalysis show average 12-month targets that suggest around 8% to 11% upside from here. Public.com’s number is about 7% lower than that price. (Google) On Monday, three Form 4s showed company execs sold a total of 97,435 shares at $235.45 on July 1. The filings said it was to cover RSU tax withholding and not a discretionary sale. (SEC) Meta Platforms (NASDAQ:META) is still the big risk for Nebius,
https://ts2.tech/en/nebius-group-nasdaqnbis-bounce-keeps-ai-cloud-stock-trading-in-tight-range/
NEW YORK, July 6, 2026, 12:09 EDT Netflix (NASDAQ:NFLX) slipped about 1.7% around midday even as the Nasdaq moved up. Q2 revenue consensus is just $10 million ahead of what Netflix projected, so the beat bar is narrow. Goldman Sachs (NYSE:GS) lowered its Netflix price target to $110 from $120 on Monday, but stuck with its Buy rating. Ad target, margin guidance, and July 16 results are getting more focus for Netflix than the Q2 revenue figure. Netflix, Inc. (NASDAQ:NFLX) dropped 1.7% to $76.31 around midday Monday, moving lower even as tech traded stronger after the Independence Day break. The Nasdaq
https://ts2.tech/en/netflix-spread-grows-as-q2-revenue-target-stays-tight/
NEW YORK, July 6, 2026, 12:11 p.m. EDT Bitmine Immersion Technologies was up roughly 8.7% at midday after announcing $11.1 billion in crypto, cash, and other assets. This week’s ETH buy came in at roughly $76 million, based on the company’s pricing. By one share count, the gain in the stock tacked on about $715 million in paper common-equity value. A basic look at the assets shows the stock is still below the company’s stated holdings after taking out a preferred-stock claim. But that picture changes quickly with ETH volatility. The company is now forecasting $235 million in annual staking revenue
https://ts2.tech/en/bmnr-stock-surges-after-bitmines-76m-ethereum-purchase-prompts-sharp-rally/
NEW YORK, July 6, 2026, 11:03 EDT The Dow was down 58.66 points, or 0.11%, at 52,841.41 at 10:58 a.m. EDT after touching 53,052.70, also its 52-week high. (Google) Nike and Amgen were the main Dow drags earlier in the morning, accounting for about 87 index points, according to MarketWatch. (MarketWatch) The S&P 500 and Nasdaq rose as chip stocks rebounded; Broadcom (NASDAQ:AVGO) gained after expanding its Apple (NASDAQ:AAPL) chip deal through 2031. (Reuters) Trading Economics sees the US30 at 51,794 by quarter-end and 48,614 in one year. (Trading Economics) U.S. cash equities were open in New York after the July
https://ts2.tech/en/dow-jones-industrial-average-djiindexdjx-live-record-high-fades-as-nike-nysenke-amgen-nasdaqamgn-drag-blue-chips/
NEW YORK, July 6, 2026, 10:04 EDT Amazon dipped 0.4% at the open. The Invesco QQQ Trust was up 1.3%. The stock slipped 1.8% from its peak of the day, cutting about $49 billion from its market cap. The average 12-month target from analysts is $315.78, which is around 31% higher than the most recent price. Q2 earnings will come out July 30, and Prime Day falls within the quarter. Amazon.com, Inc. (NASDAQ:AMZN) slipped at the open Monday on the Nasdaq, bucking gains in the tech sector as Wall Street opened up after being shut for the July 3 Independence Day
https://ts2.tech/en/amazon-nasdaqamzn-slips-as-forecast-misses-even-with-nasdaq-bounce/
NEW YORK, July 6, 2026, 09:09 (EDT) Broadcom Inc. (NASDAQ:AVGO) traded 3.74% higher at $373.94 in premarket after it said it extended its chip-supply deal with Apple Inc. (NASDAQ:AAPL) through 2031. Analysts cited by Reuters say Apple makes up around 20% of Broadcom’s yearly revenue. Nasdaq trading was set to resume at 9:30 a.m. ET after the exchange stayed shut July 3 for the Independence Day holiday. Broadcom Inc. (NASDAQ:AVGO) traded higher in premarket on Monday after saying it will extend its chip partnership with Apple Inc. (NASDAQ:AAPL) through 2031. The new deal makes Broadcom more of a long-term supplier to
https://ts2.tech/en/broadcom-nasdaqavgo-climbs-after-apple-nasdaqaapl-supply-deal-eases-2031-revenue-risk/
New York, July 6, 2026, 09:05 (EDT) Oracle Corporation (NYSE:ORCL) traded up roughly 2.6% before the bell, bouncing after falling 24% across the past nine sessions. (Investing.com) Oracle has $638 billion in remaining performance obligations, which comes out to about 1.6 times its current market cap. But free cash flow in fiscal 2026 was negative $23.7 billion. (Oracle Investor Relations) Google Finance listed 28 buys and four holds on the stock, no sells. The average price target is 88% above the $140.27 close. (Google) Oracle Corporation (NYSE:ORCL) shares looked ready to bounce in premarket trading on Monday. Still, the main question
https://ts2.tech/en/oracle-nyseorcl-stock-looks-for-footing-after-ai-backlog-tops-market-value/
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, 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 big
https://ts2.tech/en/amd-stock-rebound-weighs-on-ai-premium-after-nvidia-delay-chatter/