New York, July 10, 2026, 19:32 (EDT) Microsoft (NASDAQ:MSFT) closed Friday almost flat, after an environmental report showed total greenhouse-gas emissions rose 25% in fiscal 2025, mainly on new data centers for AI. (cdn-dynmedia-1.microsoft.com) Shares ended the day up 0.19% at $385.10, moving in a 2.7% band, and finished 1.38% below last week’s close. (The Wall Street Journal) The split is having an impact now. The Nasdaq Composite climbed 1.7% this week and the S&P 500 added 1.2%. Microsoft now trails the Nasdaq by roughly 3.1 percentage points. Terry Sandven, chief equity strategist at U.S. Bank Wealth Management, said the next
https://ts2.tech/en/microsoft-shares-unchanged-as-new-ai-data-arrives/

NEW YORK, July 10, 2026, 19:32 EDT Apple (NASDAQ:AAPL) sued OpenAI and two former employees on Friday, alleging a coordinated effort to take trade secrets and speed the ChatGPT maker’s push into consumer hardware. The report crossed after the regular U.S. close, shifting the AI contest from software integration to control of the next consumer device. “Apple sees OpenAI moving from partner to potential rival,” PP Foresight analyst Paolo Pescatore said; OpenAI did not immediately respond. (Reuters) Shares closed at $315.32, down 0.28%, and traded at $315.01 at 7:28 p.m. EDT. FactSet’s average analyst target was $317.88, leaving just 0.8% implied
https://ts2.tech/en/apple-nasdaqaapl-stock-sits-0-8-below-wall-streets-average-target-then-came-the-openai-lawsuit/

New York, July 10, 2026, 19:13 (EDT) XRP traded at $1.059 late Friday, with U.S. fund numbers drawing more attention. The top three U.S. spot XRP ETFs by total net inflow have $810.66 million in net assets, compared to $1.374 billion in total subscriptions. That’s a $563.40 million gap between fund flows and assets. (SoSoValue) Why it matters now: current assets cover only about 59 cents for every dollar of total net inflow in these funds. This isn’t a direct measure of holder losses — seed money, fees, redemptions, and when people bought in all change the math — but it’s
https://ts2.tech/en/xrp-fails-to-hold-1-10-top-etf-holdings-now-563m-lower/

NEW YORK, July 10, 2026, 18:05 (EDT) QXO, Inc. (NYSE:QXO) closed Friday at $14.99, up 2.8%. A fresh filing offered the most detail so far on the numbers behind its recent acquisitions. Most of the planned rise in adjusted EBITDA by 2030 needs to come from legacy Beacon, which is set to generate about two-thirds of the increase. (Investing.com) Timing is key here. QXO says it has no plans for a stock sale soon and will turn to integration, free cash flow and paying down debt once the TopBuild deal closes on July 1. The stock closed Friday 37% off the
https://ts2.tech/en/qxo-shares-up-after-filing-points-to-beacons-share-of-2030-ebitda-gains/

New York, July 10, 2026, 17:10 (EDT) Amazon.com, Inc. (NASDAQ:AMZN) slipped 0.69% to finish at $245.34 Friday after a filing on July 9 locked in terms for its new bond issue. Amazon’s $25 billion bond has $13.5 billion of debt due in 2036 or later, which is 54% of the total, as buyers continue to shed longer AI-linked credit. The seven fixed-rate slices carry annual coupon payments totaling $1.306 billion — about 6% above Amazon’s trailing free cash flow of $1.232 billion, which is operating cash after capex. (MarketWatch) The gap is clear but not dramatic. Amazon had $143.1 billion in
https://ts2.tech/en/amazon-stock-slips-as-over-half-of-ai-linked-debt-hits-riskier-part-of-bond-market/

New York, July 10, 2026, 16:05 (EDT) The Dow Jones Industrial Average added 149.68 points, or 0.29%, to 52,637.09 on Friday. But most of that gain came from two stocks. Caterpillar (NYSE:CAT) and Nvidia (NASDAQ:NVDA) drove about 127 points together—about 85% of the Dow’s move—using the index’s per-dollar sensitivity of roughly 5.94 points for each $1 change in a component. (The Wall Street Journal) That concentration is in focus after the Dow slipped 0.50% this week, snapping a four-week win streak. The S&P 500 climbed 1.23% and the Nasdaq Composite jumped 1.74%. That put a 2.24-point spread between the Nasdaq and
https://ts2.tech/en/dow-jones-wraps-session-with-150-point-gain-two-stocks-account-for-most-of-move/

New York, July 10, 2026, 16:04 (EDT) IREN Limited (NASDAQ:IREN) ended Friday down 0.3% at $41.61 after the board backed a big founder pay deal. The notable figure here is 71.4%. That’s the percentage those 18,198,656 restricted stock units, or RSUs—grants tied to certain milestones—make up out of the 25.5 million ordinary shares available in IREN’s 2025 incentive plan. (StockAnalysis) The ratio is key since the grant tops the 17.5 million-share pool investors backed last November. IREN logged an 8 million-share annual jump July 1, putting gross registered capacity at 25.5 million. The registration alone does not issue shares. (SEC) The
https://ts2.tech/en/71-clause-sits-inside-irens-757m-ceo-award/

Bloom Energy is down 5% after analysts pointed out a 40-to-1 backlog gap that some investors said could squeeze future revenue if orders don’t pick up. NEW YORK, July 10, 2026, 14:11 (EDT) Bloom Energy Corporation (NYSE:BE) dropped 5.5% to $243 Friday afternoon, giving back Thursday’s minor rebound after a short-seller report and the company’s response. The bigger question for many is the math: Bloom’s last posted backlog near $20 billion is about 40.6 times its $492.6 million in remaining performance obligations from the latest quarterly statement. (Investor’s Business Daily) This doesn’t mean the backlog is mostly made up. Each measure
https://ts2.tech/en/bloom-energy-stock-slips-5-as-analysts-flag-40-to-1-backlog-concern/

New York, July 10, 2026, 13:08 EDT Moderna Inc. (NASDAQ:MRNA) shares fell 11.3% to $67.91 at 12:53 p.m. EDT on Friday, erasing about $3.4 billion in market value. The vaccine maker had traded as high as $78.47, leaving the stock 13.5% below its intraday peak. The decline puts a sharper focus on Thursday’s European Union announcement. Six countries may order as many as 24 million doses of Moderna’s mRESVIA respiratory syncytial virus vaccine over four years, but the contract sets no minimum purchase. The Commission disclosed neither a price nor a total contract value; a framework agreement sets terms for later
https://ts2.tech/en/moderna-stock-sinks-11-its-24-million-dose-eu-deal-has-a-no-minimum-catch/

NEW YORK, July 10, 2026, 13:07 (EDT) UiPath Inc. (NYSE:PATH) gave up a morning gain of 3.5% on Friday, with shares changing hands around $11.81 by 1 p.m. EDT after earlier hitting $12.21. The stock was little changed. The iShares Expanded Tech-Software Sector ETF (NYSEARCA:IGV) dropped 1.4%. Security Price Friday move Below intraday high UiPath Inc. (NYSE:PATH) $11.81 flat down 3.3% ServiceNow Inc. (NYSE:NOW) $107.07 dropped 1.6% off 4.1% Pegasystems Inc. (NASDAQ:PEGA) $31.37 fell 2.2% off 4.9% from high iShares software ETF (NYSEARCA:IGV) $92.61 slipped 1.4% ended 2.6% below top The reversal points to another factor helping the stock: buybacks big
https://ts2.tech/en/uipath-shares-give-up-3-5-gain-as-buyback-numbers-come-into-focus/

NEW YORK, July 10, 2026, 12:05 EDT The Dow Jones Industrial Average shook off a 221-point slide early Friday, up 119 points by midday in a swing of about 340 points. Caterpillar (NYSE:CAT) and Nvidia (NASDAQ:NVDA) together pushed the index by an estimated 106 points, close to 90% of the advance, with the Dow at 52,606.76, up 0.23%, based on data delayed at least 15 minutes. (Reuters) This concentration is key because the Dow is price-weighted. A company’s share price, not its market cap, sets its sway on the index. A $1 move from any stock in the Dow shifts the
https://ts2.tech/en/dow-jones-live-two-stocks-fuel-340-point-swing/

London, July 10, 2026, 16:32 (BST) BAE Systems (LON:BA) ticked up about 0.5% to around 1,849 pence in late Friday trading, after delayed data out of London. Shares clawed back just a bit after three straight drops. The stock is still down 8.7% from Monday’s 2,025-pence close, following a 4.47% slide Thursday. (HL) The bigger issue is valuation. BAE is sticking with its 2026 underlying EPS growth forecast of 9% to 11% from 75.2p. With Friday’s levels, the forward P/E drops to 22.1–22.6 times, down from 24.3–24.7 times at Monday’s close. P/E compares share price to annual earnings. A forward P/E
https://ts2.tech/en/bae-systems-stock-moves-higher-traders-start-looking-at-july-30-and-that-21-premium/

New York, July 10, 2026, 10:04 (EDT) Intel Corporation (NASDAQ:INTC) dropped 2.5% to $109.68 at the start of Friday’s session, lagging behind the iShares Semiconductor ETF (NASDAQ:SOXX), which slipped 0.6%. Advanced Micro Devices (NASDAQ:AMD) added 1.3% while Nvidia (NASDAQ:NVDA) was up 1.7%. Intel was alone in the red as chip stocks traded mixed. The gap matters as Intel heads into its next earnings. The company has to show that its planned manufacturing rebound will line up with sales to outside clients. More of the bull case now comes down to two things: getting stronger in server chips and building up its
https://ts2.tech/en/intel-nasdaqintc-stock-falls-even-as-foundry-sales-jump-461/

New York, July 10, 2026, 09:09 EDT Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) landed on three separate new lists released from July 8 to Friday, the only fund to do so after a strong first half that topped the broad U.S. market. The lists may signal agreement on income, but dig deeper and it looks more like a sector shift out of mega-cap tech. (Morningstar, Inc.) U.S. cash markets were still closed. S&P 500 futures held flat, Nasdaq futures slipped 0.3%. Justin Onuekwusi, chief investment officer at St. James’s Place (LON:STJ), said the focus on chip stocks and AI had led
https://ts2.tech/en/etfs-all-pick-schd-but-85-basis-point-yield-gap-changes-the-story/

London, July 10, 2026, 13:31 (BST) Lloyds Banking Group (LON:LLOY) rose 0.76% to 112.55 pence by 13:20 BST on Friday, with the stock trading almost exactly at the average price paid during the bank’s latest three-day repurchase burst. The gain outpaced two large UK banking peers. (Google) Bank Share price Friday move Lloyds Banking Group (LON:LLOY) 112.55p +0.76% Barclays (LON:BARC) 509.40p +0.47% NatWest Group (LON:NWG) 665.00p +0.30% Regulatory filings show Lloyds bought 24 million shares from Tuesday through Thursday at a combined volume-weighted average price, or VWAP, of 112.8221p. VWAP is an average that gives greater weight to larger trades. The
https://ts2.tech/en/lloyds-banking-group-lonlloy-share-price-rises-today-the-24-million-share-clue-investors-may-be-missing/

New York, July 10, 2026, 07:38 EDT Keel Infrastructure Corp. (NASDAQ:KEEL) rose 1.7% to $4.92 in premarket trading on Friday, after gaining 6.1% to $4.84 in the previous session. The shares have recovered 9.0% over two days, though they remain about 34% below the intraday peak of $7.37 reached on June 22. Nasdaq’s regular session had not yet opened. (Google) The pressing question is not whether Keel controls enough potential power. It is how much of that power investors should count before the company signs long-term data-center leases. Based on Thursday’s roughly $2.93 billion market value, a simple equity-value-per-megawatt calculation —
https://ts2.tech/en/keel-stock-extends-rebound-but-a-4-5-fold-valuation-gap-shows-what-investors-are-really-buying/

New York, July 10, 2026, 07:39 EDT Oracle (NYSE:ORCL) stock traded up nearly 2% in premarket action Friday. That builds on Thursday’s 2.65% jump to $144.22, which came even after S&P Global Ratings pushed the company’s credit rating down to BBB-, just above junk. Investors kept buying the shares, even as bond investors asked for more yield. (MarketWatch) It’s important because Oracle’s AI infrastructure push is leaning more on outside funding. At Thursday’s close, a $20 billion at-the-market share sale would mean about 138.7 million new shares, sold into the open market in steps. That would add 4.8% to the June
https://ts2.tech/en/oracle-nyseorcl-gains-after-downgrade-faces-up-to-4-8-share-boost-if-20b-sale-clears/

HELSINKI, July 10, 2026, 14:43 (EEST) Nokia (HEL:NOKIA) traded down 0.5% at €11.14 as of 14:33 EEST Friday, giving up some ground while the OMX Helsinki 25 index moved up 0.5%. The stock had jumped 9.6% in the last session but is still up about 101% so far this year. (Google) Nokia handed out 43.55 million treasury shares to staff in its equity incentive plans on Thursday. The block, at Friday’s price, was valued at about €485 million. Treasury shares are company-held and not available for trading, so by giving these existing shares, Nokia kept the total share count steady. (Nokia
https://ts2.tech/en/nokia-shares-double-e696-million-change-in-ownership-brings-new-ai-test/

New York, July 11, 2026, 18:26 (EDT) Axon Enterprise, Inc. (NASDAQ:AXON) dropped roughly $6.0 billion in market cap from the end of trade Tuesday to Friday, with shares giving up 11.7% over three sessions. The stock closed Friday at $565.80, down from $640.46 on Tuesday. The market cap drop is based on the company’s latest share count of 80.6 million. (StockAnalysis) Axon’s valuation is still high after the selloff. Shares trade at 73.6 times the 2026 adjusted earnings estimate of $7.69 per share. That P/E compares to Motorola Solutions Inc. (NYSE:MSI), which is at about 25 times the midpoint of its
https://ts2.tech/en/axon-shares-drop-6-billion-over-three-days-as-74x-earnings-multiple-comes-under-pressure/

NEW YORK, July 11, 2026, 18:05 (EDT) Constellation Energy Corporation (NASDAQ:CEG) closed Friday at $251.38, up 5.1% on the week. Shares traded in line with peers Vistra Corp. (NYSE:VST), which added 5.2%, and Talen Energy Corporation (NASDAQ:TLN), up 5.8%. The moves suggest traders bought the sector as a whole instead of making a big shift just on Constellation. (StockAnalysis) The distinction is key before Tuesday’s PJM capacity-auction numbers. Constellation is still down 39.1% from its October 2025 peak. Trading volume averaged 2.87 million last week, about 21% under its 65-day average of 3.61 million. Price bounced back. Investor activity lagged. (The
https://ts2.tech/en/constellation-energy-stock-up-5-tuesday-seen-as-test/

New York, July 11, 2026, 18:05 (EDT) Short interest in MaxLinear, Inc. (NASDAQ:MXL) rose 34.7% to 4.15 million shares as of June 30, when the stock closed at a record $128.03. Short interest tracks shares investors borrow and sell, aiming to profit if prices drop. U.S. markets are closed over the weekend. Shares ended Friday at $91.30, down 28.7% from that high. (Barron’s) The total short position was less striking, making up around 5% of shares available for trading — enough for shorts to cover in about a day at average volume. That signals more back-and-forth on the stock than big
https://ts2.tech/en/maxlinear-mxl-moved-28-in-wild-week-shorts-boosted-positions-near-highs/