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/

NEW YORK, July 7, 2026, 12:07 PM EDT ClearOne, Inc. (NASDAQ:CLRO) last changed hands up 48% at $10.36 after a July 6 SEC filing offering more specifics on the Cortigent merger. Trading volume hit 41.4 million shares, close to 48 times the listed float of 0.87 million shares. Current ClearOne shareholders would get around 12.7% to 14.4% of the merged company if the transaction closes. The deal still needs shareholder signoff, Nasdaq listing approval and between $10 million and $15 million in financing. ClearOne, Inc. (NASDAQ:CLRO) shares surged in active midday trade Tuesday, as the thinly traded Nasdaq stock posted one
https://ts2.tech/en/clearone-clro-surges-48-as-float-turns-over-on-cortigent-merger-math/

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, 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 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/

New York, July 8, 2026, 15:01 EDT Bloom Energy stock dropped Wednesday afternoon after Hunterbrook put out a short report on its supply chain. The dispute is over scandium oxide, a rare earth material used in Bloom’s fuel cells, and whether supply tied to China could delay its AI data center expansion. Bloom will report its Q2 results after the bell on July 28. Bloom Energy shares fell Wednesday after Hunterbrook released a short report that questioned the fuel-cell company’s China supply-chain disclosures and whether it can ramp up production to meet AI power demand. The shares dropped 7.6% to $249.00
https://ts2.tech/en/bloom-energy-stock-drops-as-ai-power-bet-hits-scandium-hurdle/

NEW YORK, July 8, 2026, 12:05 EDT Rivian was down 1.0% at $16.33 around midday in New York after pricing its 75 million-share sale at $15.50. (The Economic Times) The offering will boost the Class A share count by around 5.2%, or about 6.0% if underwriters take up their option. Rivian’s Q2 deliveries topped its forecast, and the EV maker lifted its full-year delivery target. (SEC) Investors are watching costs as Q1 operating cash burn plus capex ran over $1 billion even before the R2 ramp was running at full speed. (SEC) Rivian Automotive, Inc. (NASDAQ:RIVN) started trading Wednesday after confusion
https://ts2.tech/en/rivian-1-2b-stock-offer-puts-r2-momentum-in-focus-even-as-deliveries-rise/

New York, July 8, 2026, 12:04 EDT U.S. cash trading is in regular NYSE core hours, from 9:30 a.m. to 4:00 p.m. ET. July 8 isn’t on the 2026 NYSE holiday list. (New York Stock Exchange) The Dow Jones Industrial Average (INDEXDJX:.DJI) fell about 1.5% to just above 52,100 by late morning in New York. The S&P 500 (INDEXSP:.INX) and Nasdaq Composite (INDEXNASDAQ:.IXIC) were lower too. (Google) Brent trades close to $80, and the 10-year yield holds near 4.60%. This is shaping up as a rates-and-oil battle, not just a single day equity dip. (Trading Economics) The Dow remains more than
https://ts2.tech/en/dow-jones-moves-as-oil-climbs-and-rate-hike-bets-rise/

New York, July 8, 2026, 12:01 EDT NYSE markets are open. For 2026, the Independence Day holiday was observed on July 3, not July 8. (New York Stock Exchange) S&P 500, Dow and Nasdaq all traded lower in late morning as oil prices climbed and market breadth sagged. (Reuters) Broadcom (NASDAQ:AVGO) stayed firm after Apple (NASDAQ:AAPL) put in a chip order, while airlines, cruise stocks and small caps fell. The risk investors face isn’t just a single negative oil headline. It’s oil driving inflation and rates up, while the market is priced for AI-driven growth. U.S. stocks traded lower by midday
https://ts2.tech/en/sp-500-faces-oil-shock-as-ai-rally-thins/

SEOUL, July 9, 2026, 00:01 KST Samsung Electronics (KRX:005930) said it expects Q2 operating profit of 89.4 trillion won on sales of 171 trillion won, putting group margin around 52%. (Samsung Global Newsroom) KOSPI in South Korea ended the session down 5.35%, now more than 20% below its high from June 22. Samsung dropped 6.3%, while SK Hynix (KRX:000660) lost 5.7%. (Reuters) SK Hynix’s Nasdaq ADR bookbuild, which raised about $28 billion, is now the main test for offshore AI memory demand. (Reuters) Korea Exchange wasn’t trading regular hours at the dateline. The main session runs 9:00 a.m. to 3:20
https://ts2.tech/en/samsung-electronics-krx005930-posts-record-profit-but-ai-memory-stocks-slip-as-market-looks-to-july-30-pricing/

SINGAPORE, July 8, 2026, 22:02 (SGT) The U.S. swapped out Iran General License X for X1 on July 7, cutting off new purchases or loadings of Iranian crude. Only wind-down trades are allowed until July 17. Some 63 million barrels of Iranian oil are sitting on ships, about 40 days’ worth of China-bound Iranian crude and condensate flows projected by EIA for 2025. (BusinessMirror) Brent gained 5.14% to trade at $77.97 a barrel by 1339 GMT, with the three-month Brent spread out to $2.36—a move traders took as tighter supply in the short term. (Reuters) The end of the U.S.
https://ts2.tech/en/china-refiners-stall-on-63-million-barrels-after-iran-waiver-ends/

NEW YORK, July 8, 2026, 10:06 EDT Oracle (NYSE:ORCL) slipped 0.9% to $140.39, putting its market cap near $408.8 billion. Oracle’s RPO stands at $638 billion, roughly 9.5 times its projected FY2026 sales. Just 12% of that is set to turn into revenue over the next year. (Oracle) Microsoft (NASDAQ:MSFT) reports a comparable backlog, but its market cap is nearly seven times that of Oracle, and a larger chunk of its RPO is set to convert inside one year. (Microsoft) Oracle (NYSE:ORCL) shares slipped in New York Wednesday morning. Investors keep discounting the difference between Oracle’s big AI deal backlog and
https://ts2.tech/en/oracle-shares-drop-with-investors-discounting-638-billion-ai-backlog/

NEW YORK, July 8, 2026, 07:21 (EDT) Micron Technology (NASDAQ:MU) closed at $938.38 on July 7, down 4.71%, and was indicated at $902.00 premarket at 6:55 a.m. EDT. (StockAnalysis) The stock is about 25% below its June 25 intraday high of $1,255.00, based on daily price data. (StockAnalysis) The issue for investors is not last quarter. It is whether memory pricing can stay high enough to support Micron’s new earnings base. Samsung Electronics (KRX:005930), SK Hynix (KRX:000660), Micron and the Philadelphia semiconductor index sold off even after strong memory-profit signals from Korea. (Reuters) Micron Technology (NASDAQ:MU) is not selling off because
https://ts2.tech/en/micron-technology-nasdaqmu-stock-analysis-memory-boom-now-faces-cycle-risk-test/

New York, July 8, 2026, 07:21 EDT Keel closed Tuesday at $4.44, down 8.26%; MarketWatch showed a $4.25 premarket quote at 7:18 a.m. EDT. (MarketWatch) Ganesh Aiyer became president on July 6 after serving as Digital Realty’s chief business officer. TeraWulf’s Anthropic lease gives the market a live test for contracted AI power. Keel still has to turn its 2.2 GW pipeline into leases. (Reuters) At 07:21 EDT, U.S. regular trading had not opened. Nasdaq lists 9:30 a.m. to 4 p.m. ET as regular hours, and July 8 is not on its 2026 closure list; the July closure was July
https://ts2.tech/en/keel-infrastructure-stock-ai-power-trade-turns-into-lease-test-after-post-hire-selloff/

New York, July 8, 2026, 07:20 EDT Plug Power Inc. (NASDAQ:PLUG) dropped 6.06% to $2.48 Tuesday after the company said it landed a 50 MW electrolyzer order linked to Orica Ltd.’s (ASX:ORI) Hunter Valley Hydrogen Hub project. (MarketWatch) PLUG last traded at $2.48 ahead of the Nasdaq open, giving it a market cap around $3.45 billion. Regular trading on Nasdaq is from 09:30 to 16:00 ET. According to the exchange, July 8 isn’t marked as a 2026 holiday. (Nasdaq) Plug now has a real customer order to show, but the bigger question is still cash. Plug used $150.0 million in operating
https://ts2.tech/en/plug-powers-plug-50-mw-order-still-leaves-cash-burn-on-the-table/

Helsinki, July 8, 2026, 14:18 EEST Nasdaq Helsinki was open at the time shown; stocks trade there from 10:00 to 18:30 local, and July 8 isn’t named as a 2026 exchange holiday. (Nasdaq) Nokia Corporation (HEL:NOKIA; NYSE:NOK) traded at €10.17 on its investor page, falling 2.40% in Helsinki at 13:32 EEST. Its NYSE ADR was at $11.85, off 5.28% at 02:00 EET/EEST. (Nokia Corporation | Nokia) Nokia said it will release its Q2 and half-year 2026 results on July 23. (Nokia Corporation | Nokia) Nokia Corporation (HEL:NOKIA; NYSE:NOK) is under pressure again. The stock has dropped, as traders start to doubt
https://ts2.tech/en/nokia-helnokia-stock-heads-for-e10-test-as-ai-trade-sets-up-into-earnings/

New York, July 8, 2026, 07:16 EDT U.S. regular trading was not open yet. NYSE core trading opens at 9:30 a.m. ET. July 8 wasn’t shown as a 2026 exchange holiday. (New York Stock Exchange) Joby finished Tuesday at $8.12, off 8.97%. The stock changed hands at $8.08 premarket, close to its 52-week low of $7.75. (MarketWatch) The issue for the stock isn’t about finding partners. Toyota’s scale, certification overhang and dilution all still hang over the share price. For investors, the main story under $9 is that the market is buying time here, not yet valuing an air-taxi network. Joby
https://ts2.tech/en/joby-stock-8-floor-matters-for-toyota-jv-cash-runway/

New York, July 8, 2026, 06:35 (EDT) Ondas Holdings Inc. (NASDAQ:ONDS) traded at $7.24 in pre-market action at 06:35 EDT, after sliding 6.0% on Tuesday with 60.1 million shares changing hands. (The Wall Street Journal) Ondas lifted its 2026 revenue goal to $525 million or more from $390 million because of the DZYNE deal, which will cost $200 million in cash plus roughly 85 million shares. (Ondas Inc.) Short interest was 32.7% of float as of June 15, so the stock could swing sharply either way. (The Wall Street Journal) The Nasdaq hadn’t started its regular trading day at press time.
https://ts2.tech/en/ondas-onds-raises-revenue-forecast-after-dzyne-agreement-but-stock-supply-still-weighs/

New York, July 8, 2026, 06:37 EDT Advanced Micro Devices (NASDAQ:AMD) ended Tuesday’s session off 6.51% at $516.11. MarketWatch data had the stock slipping further before the Nasdaq opened on Wednesday. (MarketWatch) The PHLX Semiconductor Index dropped 4.65% on Tuesday, underperforming both the Nasdaq Composite, which slid 1.16%, and the S&P 500, off 0.45%. (Reuters) Shares are trading above the 50-day and 200-day averages but dropped below the 20-day average. The next bounce could matter more than the last move up. (Barchart.com) Nasdaq regular hours hadn’t started as of the dateline. July 8 isn’t a Nasdaq holiday in 2026, and posted
https://ts2.tech/en/amd-nasdaqamd-stock-watch-goldman-ups-target-chip-index-faces-ai-premium-test/