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/

KLA got a $270 price target, but the focus is on what TSMC does next. KLA Corporation (NASDAQ:KLAC) finished Friday at $231.52, up 0.9% on the day. Stifel kept its Buy rating, sticking with a $270 target. Even so, the stock closed 1.7% under its July 2 finish and is 23.3% below its June 30 level. That’s a steeper drop than other big U.S. chip-equipment names. (Benzinga) The gap is key since demand forecasts aren’t coming down. Meta Platforms (NASDAQ:META) will move its Iris AI chip into production in September, aiming to double its computing power to 14 gigawatts by 2027
https://ts2.tech/en/kla-gets-270-price-target-tsmc-seen-as-key-for-stock/

Arista Networks gained $34 billion in market cap this week, but the numbers come with a caveat. Arista Networks, Inc. (NYSE:ANET) ended Friday at $186.96, up 16.9% from July 2. That price lifts its market cap to $238.1 billion, an increase of about $34.4 billion, assuming no change in share count. That gain is nearly three times Arista’s forecast for 2026 revenue, which stands at $11.5 billion. U.S. markets did not open Saturday. (The Wall Street Journal) The odd thing is what didn’t budge. FactSet’s 2026 EPS estimate stays at $3.63, same as a month back. The Street’s average price target
https://ts2.tech/en/arista-networks-added-34b-in-value-this-week-but-theres-a-twist-in-the-numbers/

PORTLAND, July 11, 2026, 14:07 (PDT) Oregon’s attorney general has pulled a court motion asking for a delay of Paramount Skydance Corp’s (NASDAQ:PSKY) $110 billion deal for Warner Bros. Discovery Inc (NASDAQ:WBD), clearing the closest legal hurdle for now. But the state’s broader suit is still on. Oregon said it’s weighing its next move after Paramount pushed back against requests for records tied to its regulatory lobbying. (Reuters) U.S. markets shut for the weekend, but Friday’s action pointed to nerves on the WBD deal. Shares finished at $26.59, that’s $4.41 under the $31 cash offer. The gross deal spread stood at
https://ts2.tech/en/oregon-backs-away-from-bid-to-delay-paramount-warner-bros-spread-at-16-6-draws-focus/

Boeing lost $9.7 billion in value ahead of a 102-jet order test. New York, July 11, 2026, 16:07 (EDT) Boeing (NYSE:BA) ended Friday at $222.28, dropping 1.9% from the week before. Shares climbed Monday after the company rolled out its fourth 737 MAX assembly line but then dropped the rest of the week. About $9.7 billion in market value was lost from Monday’s high to Friday’s close. U.S. markets were closed Saturday. Weekly market comparison Result Boeing finished Monday up +3.55% Boeing dropped Tuesday to Friday -5.23% Boeing lost ground for the week -1.86% S&P 500 rose on the week +1.2%
https://ts2.tech/en/boeing-nyseba-wipes-out-9-7-billion-before-facing-102-jet-order/

New York, July 11, 2026, 15:10 EDT Cisco Systems, Inc. (NASDAQ:CSCO) closed Friday at $121.31, up 2.5%. The stock climbed 7.6% since July 2, adding $8.62 and about 51 points to the Dow. That helped limit the Dow’s 263-point drop for the week, a decline of 0.5%. U.S. markets stayed shut Saturday. (Cisco Investor Relations) The change affects more than just Cisco stock. Because the Dow tracks price, not market cap, Cisco’s new higher share price puts more weight behind its moves. So, swings now push the index harder. (S&P Global) The bulk of the move came at the end of
https://ts2.tech/en/cisco-stock-rallies-8-adds-51-dow-points-but-trails-arista/

NEW YORK, July 11, 2026, 15:09 (EDT) Apple Inc. (NASDAQ:AAPL) ended Friday at $315.32, up 2.2% from the July 2 close, after a week dominated by a chip-supply pact worth more than $30 billion with Broadcom Inc. (NASDAQ:AVGO). Broadcom rose 11.0%; applying each company’s latest disclosed share count, that implies roughly $188 billion of added equity value for Broadcom, against about $98 billion for Apple. U.S. cash markets were closed Saturday. (Reuters) The gap matters because the pact solves two different investor problems. Apple gets access to key chips through 2031; Broadcom gets years of sales from a customer analysts estimate
https://ts2.tech/en/apple-stock-rose-2-but-broadcoms-market-value-gain-was-nearly-twice-apples-after-30-billion-pact/