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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/
New York, July 12, 2026, 12:10 (EDT) Intel Corporation (NASDAQ:INTC) lost about $52.9 billion in market cap between the July 2 close and Friday based on its current share count. U.S. exchanges were shut Sunday; shares finished at $109.84, off 2.4% Friday and down 8.7% over those days—a drop far larger than the implied value of Intel’s Altera stake. (MarketWatch) Altera CEO Raghib Hussain said Friday the company’s revenue rose over 20% last year and he’s looking for growth in the mid-20% range for this year. He said operating income is set to more than double as Altera moves toward a
https://ts2.tech/en/intels-altera-ipo-plans-face-53-billion-market-test/
Xero gave staff 30 days to accept terms as investors focused on the company’s 43% stock-based pay ratio. Sydney, July 12, 2026, 23:11 (AEST) Xero Limited (ASX:XRO) has told employees rated “Below Expectation” to either take voluntary severance or go on a 30-day performance-improvement plan. The company is getting stricter as it ramps up its push into artificial intelligence and U.S. payments. CEO Sukhinder Singh Cassidy wrote to staff, “As AI changes how work gets done, we have the chance to redefine how small business finance works.” The change follows a 58% spike in non-cash share-based payment expense to NZ$240.1 million,
https://ts2.tech/en/xero-sets-30-day-staff-deadline-investors-eye-43-stock-pay-ratio/
New York, July 12, 2026, 18:08 EDT Super Micro Computer Inc. (NASDAQ:SMCI) finished Friday at $28.31, up 4.0% for the week. But Wednesday’s 7.3% jump supplied more than the entire gain: excluding that session, the shares lost a compounded 3.1% over the other four trading days. U.S. cash markets were closed Sunday and are scheduled to reopen Monday at 9:30 a.m. EDT. (The Wall Street Journal) That split matters because the wider AI-hardware trade moved faster. Server rival Dell Technologies Inc. (NYSE:DELL) gained 10.3% for the week, Nvidia Corp. (NASDAQ:NVDA) rose 8.3%, and the Nasdaq Composite added 1.7%. Supermicro beat
https://ts2.tech/en/super-micro-stocks-4-gain-hides-a-one-day-rally-and-a-potential-38-share-count-expansion/
AMSTERDAM, July 13, 2026, 00:11 (CEST) ASML Holding (AMS:ASML) heads into Wednesday’s results with a sharp setup: a 7% swing in the stock now means about €42 billion in market cap changes, which tops the midpoint of its 2026 sales outlook at €38 billion. Saxo investment and options strategist Koen Hoorelbeke said shares have jumped more than 7% on earnings day six times in the last eight quarters. ASML finished Friday at €1,569, down 4% over five days, but shares are still up 70.3% this year. The trailing P/E stands at 60.7. (Saxo Bank) ASML is set to report Q2 numbers
https://ts2.tech/en/asml-stocks-next-7-move-may-top-its-annual-revenue-in-value/
New York, July 12, 2026, 18:09 (EDT) Robinhood Markets, Inc. (NASDAQ:HOOD) finished Friday at $111.97, dropping 2.7%. The stock hit $119.43 at its session high before losing 6.2% from there. Three brokerages lifted their price targets over the last two sessions of the week. Volume came in at 25.9 million shares, roughly 83% of the 65-day average. U.S. cash equity markets were shut Sunday. (MarketWatch) The bounce after the drop was more important than the drop itself. From the close on July 2 before the Independence Day break through Friday, Robinhood fell 0.7%. By comparison, the S&P 500 was up 1.2%
https://ts2.tech/en/robinhood-stock-eyes-new-targets-as-848-million-chain-volume-comes-with-revenue-snag/
New York, July 12, 2026, 17:17 EDT Oracle Corporation (NYSE:ORCL) heads into Monday with one market question: can its AI-driven order book turn into cash fast enough to offset the debt and stock needed to build data centers? The market’s answer, for now, is no. Oracle closed Friday at $140.64, down 2.48%; even after crediting its $0.50 quarterly dividend to the day’s return, the loss was about 2.14%. A cut to BBB-, the lowest investment-grade rating rung, has made funding — not demand — the next price driver. (Oracle Investor Relations) Wall Street is shut for the weekend, so Friday’s close
https://ts2.tech/en/oracle-stocks-638-billion-order-book-faces-a-42-billion-cash-test/
New York, July 12, 2026, 17:19 (EDT) U.S. markets are shut for the weekend, so investors are waiting to see if Friday’s FDA approval of Padcev with Keytruda will do much for Pfizer Inc. (NYSE:PFE)’s earnings. So far, no big move. Pfizer slipped 0.33% to $24.17 on Friday, down 0.62% since the July 2 close before the July 4 break. The S&P 500 rose 1.2% last week. The FDA cleared the drug based on a 47% lower risk of recurrence, progression or death, which looks strong clinically. But investors want more proof that sales to bladder-cancer patients can make up for
https://ts2.tech/en/pfizer-nysepfe-scores-fda-approval-but-wall-street-reaction-muted/
New York, July 12, 2026, 17:15 (EDT) The market’s central question is whether the profit surge can broaden beyond artificial-intelligence chips and energy without exposing weaker credit. The evidence points to a cautious yes: analysts expect S&P 500 second-quarter earnings to rise 23.4% from a year earlier, and this week’s bank slate will test loan demand and consumer health. The answer still hinges on Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) defending its high-growth, heavy-investment outlook. Guidance — management’s forecast for coming quarters — matters more now than another round of backward-looking beats. (Reuters) The bar has moved sharply. The second-quarter growth estimate
https://ts2.tech/en/the-biggest-earnings-reports-this-week-banks-tsmc-and-netflix-put-wall-streets-profit-boom-on-trial/