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/

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/

MILPITAS, California, July 7, 2026, 10:06 PDT Sandisk (NASDAQ:SNDK) dropped roughly 8.5% in morning Nasdaq trading. This came after Samsung Electronics (KRX:005930) issued record Q2 guidance, then shares slid in Seoul. (Samsung Global Newsroom) Investors are now watching cash durability. Sandisk’s latest filing listed $41.6 billion in remaining performance obligations, about seven times its Q3 revenue. (SEC) Adjusted free cash flow for Q3 came in at $2.96 billion, almost half of revenue. Cash capex was 1.4% of revenue. Sandisk (NASDAQ:SNDK) stock dropped about 8.5% to $1,596.75 in morning trading on Nasdaq. That pullback hit a rally that The Motley Fool had
https://ts2.tech/en/sandisk-nasdaqsndk-shares-slide-as-memory-bull-cash-flow-hopes-tested/

NEW YORK, July 7, 2026, 11:05 EDT Micron Technology, Inc. (NASDAQ:MU) dropped roughly 7.9% to $906.65 in the latest late-morning trading. The slide wiped out around $89.4 billion in equity value, nearly matching the $100 billion minimum revenue from 14 customer deals Micron says are signed. Ford Motor Co (NYSE:F) locked in a long-term supply agreement with Micron on Monday, but trading in memory was shaped by selling out of Samsung Electronics Co Ltd (KRX:005930). (Micron Technology) Micron Technology, Inc. (NASDAQ:MU) was active in Tuesday’s regular Nasdaq session. According to Nasdaq’s 2026 calendar, markets close for Independence Day on July 3,
https://ts2.tech/en/micron-nasdaqmu-drops-89-billion-on-ford-contract-worries/

NEW YORK, July 7, 2026, 11:04 EDT. The Dow Jones slipped with Caterpillar and Honeywell dragging on the index and offsetting strength in some defensive names. Dow drops, but losses are smaller than the S&P 500 and Nasdaq, as chip stocks pace the decline. Caterpillar and Honeywell are dragging on the price-weighted Dow, despite gains in a number of other components. Samsung gave a strong profit outlook, but traders kept worrying about AI chip demand. Now eyes turn to Fed minutes and results due next. NEW YORK — U.S. stocks opened mostly lower Tuesday as regular cash trading began at 9:30
https://ts2.tech/en/dow-slides-as-caterpillar-and-honeywell-weigh-on-blue-chips/

New York, July 7, 2026, 10:01 EDT Plug Power shares slipped around 0.9% at last check after landing a 50 MW electrolyzer order in Australia. The Hunter Valley project gets AU$432 million in support, which comes to AU$9.19 per kg over 10 years at full capacity. That figure is based on stated output and annual production. (Australian Renewable Energy Agency) U.S. markets traded as usual. Nasdaq’s site has July 3, 2026, set for the Independence Day holiday, with normal hours of 9:30 a.m. to 4 p.m. ET. (Nasdaq) Plug Power Inc. (NASDAQ:PLUG) dropped early Tuesday. The hydrogen equipment maker had just
https://ts2.tech/en/plug-power-nasdaqplug-falls-after-australia-order-spotlights-hydrogen-subsidy-math/

NEW YORK, July 7, 2026, 07:05 (EDT) UiPath, Inc. (NYSE:PATH) was quoted at $11.93 in premarket trade, up 0.85%, after finishing Monday at $11.83. The stock gained 10.8% in the five sessions to July 6. Volume hit 69.8 million shares on Monday. The fiscal 2027 outlook from management suggests a softer ARR gain in the July quarter versus the second-half run rate needed to reach the year goal. Most analysts stay at Hold, with the average price target at $13.40 and the median at $13.00. UiPath, Inc. (NYSE:PATH) traded higher before the bell Tuesday. The automation software firm is up 0.85%
https://ts2.tech/en/uipath-stock-rises-ahead-of-open-with-arr-miss-leaving-h2-to-prove-itself/

NEW YORK, July 7, 2026, 07:04 (EDT) Ondas ended Monday at $7.82, gaining 5.53% as 73.39 million shares changed hands. The stock was trading around $7.84 in early pre-market Tuesday. The DZYNE deal brings in around 85 million shares, with 45 million of them delayed and locked up for six months. Ondas lifted its 2026 revenue goal to a minimum of $525 million, up from the prior $390 million target. Analysts now put the average price target at $20.13, according to the latest table. The targets run from $16 up to $25. Ondas Inc. (NASDAQ:ONDS) goes into Tuesday’s pre-market with the
https://ts2.tech/en/ondas-stock-gains-after-dzyne-deal-share-supply-in-focus/

SAN FRANCISCO, July 7, 2026, 01:21 PDT Anthropic signed a 20-year lease with TeraWulf (NASDAQ:WULF) worth $950 million a year for 401 MW, which comes to about $2.37 million per MW annually. Anthropic’s most recent valuation is about 20.5x its stated run-rate revenue. OpenAI’s last valuation is about 35.5x its $24 billion annualized sales figure. TeraWulf traded at $22.21 in the latest early U.S. quote, giving it a $9.4 billion market cap. The $19 billion lease is about double that market value. Anthropic put a price on its AI expansion Monday, signing a 20-year, $19 billion lease with TeraWulf Inc. (NASDAQ:WULF)
https://ts2.tech/en/anthropics-19b-terawulf-nasdaqwulf-lease-throws-cost-of-compute-into-ai-ipo-mix/

SEOUL, July 7, 2026, 17:24 (KST) Samsung Electronics (KRX:005930) said it expects second-quarter sales of around 171 trillion won and operating profit of 89.4 trillion won. Despite the guidance, shares fell 6.9% at the close. (Samsung Global Newsroom) KOSPI dropped 4.9% to finish at 7,656.31 after sliding as much as 8.2% earlier. The market saw its sixth circuit-breaker halt this year. (Reuters) Foreign investors offloaded 2.9 trillion won in Korean stocks, while retail buyers picked up 3.2 trillion won. Retail margin debt held just under its record from late June. (Reuters) SK Hynix (KRX:000660) is pitching a 43 trillion won ADR
https://ts2.tech/en/samsung-electronics-krx005930-sets-profit-record-but-kospi-drops-as-ai-chip-stocks-slide/

NEW YORK, July 6, 2026, 19:04 (EDT) T1 Energy Inc. (NYSE:TE) closed at $8.65 on Monday, gaining 1.0%. Shares traded between $8.37 and $9.295 during the session. The stock is $2.85 under the $11.50 exercise price on T1 warrants, which expire July 9. (T1 Energy Inc.) Six directors logged July 2 RSU grants in filings posted July 6. The forms show 146,850 RSUs awarded, with a value of roughly $1.3 million based on Monday’s closing price. (T1 Energy Inc.) T1 Energy Inc. (NYSE:TE) closed at $8.65 on Monday, up 1.0%. But the main focus is the gap to the $11.50 warrant
https://ts2.tech/en/t1-energy-nysete-shares-stick-below-11-50-as-warrant-expiration-nears/

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, 09:36 EDT Nasdaq reopened in regular hours after being closed for July 3 Independence Day. Trading runs from 9:30 a.m. to 4 p.m. ET. (Nasdaq) Alphabet traded at $361.79, adding 0.5%. The stock’s 52-week range is $172.77 to $408.61. (Investing.com) Capex conversion is the investor focus now. Alphabet’s 2026 capex guide is running at over double annualized first-quarter cloud revenue. Forecasts keep showing double-digit upside, but the low end of the target range is close to, or even below, the current stock price. Alphabet Inc. (NASDAQ:GOOGL) traded up in early moves Monday, with the Nasdaq Composite
https://ts2.tech/en/alphabet-nasdaqgoogl-cloud-backlog-tops-run-rate-putting-google-on-capex-watch/

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, 08:03 EDT Rocket Lab Corporation (NASDAQ:RKLB) indicated $100.46 premarket. Iridium Communications Inc. (NASDAQ:IRDM) was at $53.75, a touch under the $54 deal price. Nasdaq didn’t open Friday for the observed Independence Day holiday. Regular trading is set to start at 9:30 a.m. ET on Monday. (Nasdaq) If Rocket Lab holds at these prices, Iridium holders would get about 0.2688 Rocket Lab shares for each Iridium share, as long as the final VWAP falls within the collar. The deal would bring Iridium’s $871.7 million in 2025 revenue onto Rocket Lab’s $200.3 million revenue base from the first
https://ts2.tech/en/rocket-lab-nasdaqrklb-holds-near-deal-collar-as-iridium-agreement-in-focus-on-nasdaq-open/

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 7, 2026, 16:02 (EDT) Vera ended the session at $42.96, gaining 7.05%. About 4.43 million shares traded hands before the Nasdaq closed at 4 p.m. EDT. (Google) The FDA gave accelerated approval to Trutakna to lower proteinuria in adults with primary IgA nephropathy who are at risk of disease progression. (U.S. Food and Drug Administration) BofA Securities’ Dina Ramadane kept a buy on the stock with a $70 price target July 7, per Google Finance. (Google) Vera Therapeutics, Inc. (NASDAQ:VERA) finished up 7.05% at $42.96 on Tuesday after U.S. regulators approved Trutakna. The bigger investor focus was on
https://ts2.tech/en/vera-therapeutics-nasdaqvera-stock-up-trutakna-approval-shifts-attention-to-q3-kidney-data/

NEW YORK, July 7, 2026, 15:10 EDT Bandwidth stock jumped 12.2% to $68.09 in afternoon trading, moving between $59.74 and $68.97. Bandwidth shares are now trading roughly 6.7% under the $72.64 conversion price tied to its new 0% notes due 2032. (Bandwidth) Bandwidth is scheduled to post Q2 results before the bell on July 29. (Bandwidth) Bandwidth Inc. (NASDAQ:BAND) climbed over 12% on Tuesday, easily outpacing the broader U.S. indexes, which traded lower. That move also brought fresh focus to the stock’s spot near the conversion price for a hefty convertible note offering from June. Bandwidth was last seen at $68.09,
https://ts2.tech/en/bandwidth-shares-jump-band-nears-note-trigger-ahead-of-q2-report/

NEW YORK, July 7, 2026, 15:10 (EDT) As of the dateline, U.S. stocks were still trading in the regular session. Both NYSE and Nasdaq end their core session at 4 p.m. ET. The 2026 Independence Day holiday fell on July 3. (New York Stock Exchange) Oracle Corporation (NYSE:ORCL) slipped 1.9% to $141.07. Shares fell after the stock snapped a nine-day skid with a bounce on Monday. (Barron’s) Oracle said it has $638 billion in remaining performance obligations, or about 1.55x its current equity value. The company’s big obligations keep cash burn, funding needs and margins front and center for the stock.
https://ts2.tech/en/oracle-stock-drops-as-ai-backlog-gap-grows-and-orcl-loses-ground-to-cloud-rivals/

NEW YORK, July 7, 2026, 13:03 (EDT) T1 Energy Inc. (NYSE:TE) dropped $1.44 to $7.21 as of 12:48 p.m. EDT, off 16.6% from Monday’s finish; Invesco Solar ETF (NYSEARCA:TAN) slipped 4.8%. Roughly 24.6 million T1 warrants will expire July 9, exercisable at $11.50, but the stock trades 37.3% under that price. Six Form 4s filed July 6 reveal 146,850 new RSUs for directors, valued at $1.06 million using midday prices. (T1 Energy Inc.) T1 Energy Inc. (NYSE:TE) dropped hard in midday New York trading on Tuesday. The move comes two days ahead of public warrants expiring from the NYSE. U.S. markets
https://ts2.tech/en/t1-energy-t1e-sinks-16-ahead-of-july-warrant-expiry-board-rsus-post-fresh-supply-data/

MILPITAS, California, July 7, 2026, 10:06 PDT Sandisk (NASDAQ:SNDK) dropped roughly 8.5% in morning Nasdaq trading. This came after Samsung Electronics (KRX:005930) issued record Q2 guidance, then shares slid in Seoul. (Samsung Global Newsroom) Investors are now watching cash durability. Sandisk’s latest filing listed $41.6 billion in remaining performance obligations, about seven times its Q3 revenue. (SEC) Adjusted free cash flow for Q3 came in at $2.96 billion, almost half of revenue. Cash capex was 1.4% of revenue. Sandisk (NASDAQ:SNDK) stock dropped about 8.5% to $1,596.75 in morning trading on Nasdaq. That pullback hit a rally that The Motley Fool had
https://ts2.tech/en/sandisk-nasdaqsndk-shares-slide-as-memory-bull-cash-flow-hopes-tested/