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/

The FCC approved the Reflect orbital space mirror project. The company targets 50,000 satellites, meaning launches could hit nearly 25 per day if it sticks to its timeline. The U.S. Federal Communications Commission signed off on Reflect Orbital’s first sunlight-reflecting test satellite. The order allows just one unit. That’s 0.002% of what the startup says is its target of over 50,000 satellites by 2035. (Engadget) The Earendil-1 grant gives permission for UHF, S-band, and X-band radio links from an orbit around 625 kilometres up. The term is two years, with about one year allowed for operations and less than one for
https://ts2.tech/en/fcc-signs-off-on-reflect-orbital-space-mirror-as-startup-chases-50000-satellites/

New York, July 11, 2026, 13:07 (EDT) ExxonMobil Holdings Corporation (NYSE:XOM) closed Friday at $138.88, down 2.0% from Tuesday’s close. This came even after the company indicated about $5 billion in second-quarter earnings growth from Q1. U.S. markets were closed for the weekend. The parent company switched to the ExxonMobil Holdings name on July 2, replacing Exxon Mobil Corporation as the NYSE-listed entity, but kept the XOM ticker. (Exxon Mobil Corporation) The flat reaction is worth noting since a lot of the headline boost doesn’t look like it will turn into steady operating growth. Exxon said refining profits are set to
https://ts2.tech/en/exxonmobil-posts-5b-profit-gain-shares-slide-12b-in-value/

Houston, July 11, 2026, 11:10 (CDT) Fervo Energy Company (NASDAQ:FRVO) closed Friday at $27.13, giving the geothermal developer a $7.99 billion equity value — about 17% more than Ormat Technologies (NYSE:ORA), an established listed geothermal operator worth $6.80 billion. That premium now rests heavily on whether Fervo’s new 21-day drilling record can translate into lower plant costs and reliable power sales. (Google) The shares fell 0.8% Friday and finished 2.4% below their July 2 close. It was a rough path: Fervo dropped 14.6% on Tuesday, rebounded 16.0% on Thursday after its drilling update, then faded. At Friday’s close, the stock was
https://ts2.tech/en/fervos-8-billion-stock-value-tops-ormat-now-comes-the-1-billion-cost-test/

Singapore, July 12, 2026, 00:09 (SGT) Grab Holdings Limited (NASDAQ:GRAB) saw short interest climb 4.8% to 253.1 million shares as of June 30, according to new data out Friday, while the stock added 8.7% from June 15 to June 30. Short interest tracks how many shares traders have sold short, betting on a drop. Grab shares closed at $3.93 Friday. (MarketBeat) By the end of Friday, shorts were sitting on about $995 million worth of Grab shares. Covering the whole position would take around 4.4 trading days based on average volume, a metric called days to cover. That comes into play
https://ts2.tech/en/grab-stock-gains-while-short-sellers-raise-bets-by-11-5-million-shares-ahead-of-q2/

Milan, July 11, 2026, 16:12 CEST Bending Spoons (NASDAQ:BSP) hired just 286 people from roughly 800,000 applicants in 2025—an acceptance rate of 0.036%—while its four founders retained 82.71% of voting power after the Milan-based software group went public. The pairing puts two kinds of scarcity at the centre of its first post-IPO test: access to the core team and access to corporate control. (SEC) That matters after a rough first full trading week. Nasdaq is closed for the weekend after Bending Spoons finished Friday at $32.91, down 9.3% from Monday and 18.7% from its $40.50 debut close, though still 13.5% above
https://ts2.tech/en/bending-spoons-rejects-99-96-of-applicants-but-its-83-founder-vote-is-the-real-investor-test/

Manchester, New Hampshire, July 11, 2026, 10:08 (EDT) JetBlue Airways (NASDAQ:JBLU) left Manchester-Boston Regional Airport on Wednesday, wrapping up operations only 17 months after starting service there. The airline cut flights on weaker routes and moved planes to busier airports. The last flight out of MHT flew on July 8. (thestreet.com) There was no drop in airport traffic. Departing passenger numbers rose 4.75% in the year to April, but scheduled departures jumped 8.60%, which is almost double the pace. That drop in average passengers per departure, down 3.5%, can help airlines work out where a plane is likely to earn more.
https://ts2.tech/en/jetblue-nasdaqjblu-to-leave-manchester-after-17-months-investors-eye-capacity-numbers/

LEETSDALE, Pennsylvania, July 11, 2026, 10:06 EDT Union Pacific (NYSE:UNP) plans to bring its Big Boy No. 4014 steam locomotive into Leetsdale for a 30-minute stop at 6:15 p.m. Saturday. The engine’s first eastern tour is running over Norfolk Southern (NYSE:NSC) tracks and has turned into a visible roadshow for the railroads’ planned $85 billion merger. Pennsylvania officials estimated about 100,000 people came to the locomotive’s Altoona stop this week. (Union Pacific Railroad Company) Investors aren’t getting sentimental. At the end of Friday, the deal values each Norfolk Southern share at $375.78, with one Union Pacific share at $286.96 plus $88.82
https://ts2.tech/en/union-pacifics-big-boy-4014-draws-crowds-in-leetsdale-13-merger-discount-catches-investor-attention/

New York, July 10, 2026, 19:31 (EDT) Alphabet Inc. (NASDAQ:GOOGL) closed 0.48% lower at $357.18 on Friday, while the Nasdaq Composite gained about 0.3%. The move was modest, but it came as two regulatory developments landed on businesses that carry most of the company’s growth case. (The Wall Street Journal) The units containing the affected activities—Google Search and Google Cloud—generated $80.4 billion, or 73.2%, of Alphabet’s first-quarter revenue. One development concerns how Google sells search ads in India; the other brings parts of its UK cloud operation under direct financial-sector supervision. Alphabet reports second-quarter results on July 22. (SEC) In India,
https://ts2.tech/en/google-stock-slips-new-rules-reach-units-behind-73-of-alphabet-sales/

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, 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 12, 2026, 14:45 (EDT) Microsoft (NASDAQ:MSFT) heads into Monday after Argus Research cut its price target on Friday to $510 from $620, the sharpest of three reductions issued last week. Together with cuts from BMO Capital and Wolfe Research, the new targets average $511.67 — about 10% below their prior average, yet still 32.9% above Microsoft’s $385.10 Friday close. All three firms kept positive ratings. (TipRanks) That matters because the shares moved against a rising market. From the July 2 pre-holiday close through Friday, Microsoft lost 1.4%, while the Nasdaq gained 1.7% last week. Fiscal 2027 earnings estimates
https://ts2.tech/en/microsoft-stock-forecast-three-target-cuts-slice-10-off-yet-still-point-to-33-upside/

LONDON, July 12, 2026, 18:26 BST Oil futures set up for a choppy start Monday as U.S. and Iranian forces launched major missile and drone attacks over the weekend. Tehran said the Strait of Hormuz was shut, but Washington said ship traffic continued. U.S. Central Command said it hit 140 Iranian military positions Saturday after attacks on merchant ships. (Reuters) Brent closed Friday at $76.01 a barrel, gaining 5.4% on the week. U.S. West Texas Intermediate settled at $71.41, up 4%. Fuel prices, though, took a bigger hit than Brent or WTI. (The Wall Street Journal) U.S. ultra-low sulfur diesel futures
https://ts2.tech/en/oil-week-diesel-premium-nears-80-brent-sees-fresh-monday-gap/

New York, July 12, 2026, 13:07 (EDT) U.S. markets were closed on Sunday. Netflix Inc. (NASDAQ:NFLX) finished Friday at $73.37, down 2.8% on the day and 5.5% for the week. The S&P 500 (INDEXSP:.INX) gained 1.2%, leaving Netflix 6.7 percentage points behind the benchmark over five sessions. (Nasdaq) That gap matters because the next test arrives Thursday, and the published numbers leave almost no room for a routine upside surprise. Netflix plans to post second-quarter results at about 4:01 p.m. EDT on July 16. Current analyst consensus — the average forecast — puts revenue only $6 million above the company’s April
https://ts2.tech/en/netflix-nasdaqnflx-stock-fell-5-5-the-6-million-forecast-gap-raising-the-stakes/

Nokia stock surged as much as 55 times the typical move after the €5.5 billion defense-AI deal hit. Eyes now on Ericsson as the sector looks to its next catalyst. Nokia Oyj (HEL:NOKIA) heads into Monday with the Helsinki market closed for the weekend, after big swings last week. Shares soared 9.64% on Thursday as the company showed off its first operational results from the NestAI defence partnership. Nokia finished Friday at €10.90. Thursday’s rally pushed up market value by about €5.5 billion, using the 5.6 billion shares not owned by the company, or 55 times the €100 million joint investment
https://ts2.tech/en/nokia-shares-jumped-on-e5-5b-defense-ai-news-ericsson-moves-in-focus/

New York, July 12, 2026, 12:08 EDT Ondas Inc. (NASDAQ:ONDS) closed at $7.26 on Friday, putting the market value of the 84,999,996 shares committed in its DZYNE Technologies acquisition at about $617.1 million. That is $58.4 million below the $675.48 million value disclosed in a Form D filed on Friday. It is a market mark, not a change to the agreed purchase price. (Ondas Inc.) The gap matters because the shares promised to DZYNE’s owners equal 16.0% of Ondas’ 529.84 million shares outstanding as of June 29. Of the acquisition shares, nearly 40 million were delivered on July 2 and another
https://ts2.tech/en/ondas-stocks-58-million-dzyne-gap-puts-85-million-new-shares-in-focus/