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/

New York, July 12, 2026, 17:18 EDT With U.S. markets shut on Sunday, the key question for Verizon Communications Inc. (NYSE:VZ) is whether its 6.72% dividend yield now pays investors enough for the stock’s widening gap with faster-growing peers. For now, only partly. Verizon closed Friday at $42.12; adding the $0.7075 dividend that Friday buyers were no longer entitled to, its shareholder return for the July 6-10 week was about 0.6%. That cushioned a raw 1.0% price fall, but Verizon still trailed AT&T Inc. (NYSE:T), at about 4.0% including its dividend, T-Mobile US Inc. (NASDAQ:TMUS), at 5.7%, and the S&P 500’s
https://ts2.tech/en/verizon-nysevz-stocks-6-7-yield-is-tempting-but-this-one-number-decides-the-next-move/

NEW YORK, July 12, 2026, 16:34 EDT No, not on its own. Space Exploration Technologies (NASDAQ:SPCX)’s rapid entry into the Nasdaq-100 has not produced a broad lift for space shares. SpaceX fell 10.3% from July 2 through Friday even though its inclusion was expected to generate about $4.3 billion of passive buying — automatic purchases by funds tracking the index. An equal-weight basket, giving each stock the same influence, of Rocket Lab (NASDAQ:RKLB), AST SpaceMobile (NASDAQ:ASTS) and Planet Labs (NYSE:PL) slid 16.7%. The split suggests validation is concentrating capital in the leader, not widening appetite for smaller space stocks. (Reuters) The
https://ts2.tech/en/space-stocks-week-ahead-can-spacexs-nasdaq-100-entry-reverse-the-selloff/

NEW YORK, July 12, 2026, 4:33 p.m. EDT — Healthcare stocks head into the week with Johnson & Johnson, UnitedHealth and Abbott set to gauge whether the sector’s reported 9% earnings decline is showing up in results. Healthcare sector earnings are forecast to drop 9% in the second quarter, but most of that is due to accounting quirks, not a real downturn. FactSet Research Systems (NYSE:FDS) is calling for S&P 500 healthcare earnings per share to fall 9.0% year over year. Take out Gilead Sciences (NASDAQ:GILD), though, and the sector is on track for 7.1% growth—shifting the number more than 16
https://ts2.tech/en/healthcare-stocks-jj-unitedhealth-abbott-face-test-on-sectors-9-earnings-drop/

New York, July 12, 2026, 16:12 (EDT) Bitmine Immersion Technologies, Inc. (NYSE:BMNR) closed Friday at $14.98, up 4.3% for the week. U.S. stocks are closed for the weekend, but ether at $1,624.95 has taken about $1.01 billion off the value of Bitmine’s most recently reported token stash, compared to the $1,800 price from July 5. (Investing.com) This is key because BMNR mostly trades as a proxy for a big ether stake. Bitmine reported it holds 5,742,237 ether, about 4.8% of the coin’s stated supply. Those tokens make up around 93% of its $11.1 billion in disclosed crypto, cash, marketable securities and
https://ts2.tech/en/bitmine-nysebmnr-in-focus-monday-after-1b-ether-loss-cuts-buffer/

NEW YORK, July 12, 2026, 16:08 EDT IREN Ltd. trades as an equity in the U.S. market. Shares changing hands at $41.14, down $0.60 or 0.01% from last close. The stock opened at 42.26 USD, with intraday volume so far at 30,169,833. Shares hit an intraday high of 42.67 USD and a low of 39.99 USD. Last trade was at 05:15:00 +0500 on Saturday, July 11. IREN finished Friday at $41.14, gaining 6.0% over last week’s close but still down 10.0% from June 30. (Reuters) The co-CEO received 18.2 million restricted stock units, which at Friday’s close were worth around $748.7
https://ts2.tech/en/iren-stock-recovers-6-with-ceos-749-million-award-decision-up-next/

New York, July 12, 2026, 15:08 (EDT) With U.S. markets shut for the weekend, Joby Aviation, Inc. (NYSE:JOBY) heads into Monday at $7.72, after shedding 9.1% for the week and hitting a new 52-week low of $7.67 on Friday. The electric air taxi firm has now wiped out its gains from the June 30 manufacturing deal with Toyota Motor Corp. (NYSE:TM); shares are 10.5% under where they closed on June 29. (StockAnalysis) Joby isn’t planning another flight test yet. A trading plan set up in March by founder and CEO JoeBen Bevirt allows for the sale of up to 2,221,019 Joby
https://ts2.tech/en/joby-aviation-nysejoby-slides-to-52-week-low-as-ceo-sale-window-for-2-2-million-shares-starts/

New York, July 12, 2026, 15:10 (EDT) Rivian Automotive (NASDAQ:RIVN) closed Friday at $17.48, down 3.5%, after selling 86.25 million shares at $15.50 apiece in an offering expected to net the electric-vehicle maker about $1.32 billion. U.S. markets were closed Sunday. A cash-adjusted reading of the deal shows a larger figure: roughly $3.4 billion of value disappeared against a simple no-repricing benchmark. (Reuters) That is not just dilution. Dilution — when new shares make an existing holding a smaller slice of the company — reduced an unchanged shareholder’s percentage ownership by about 6.0%, while Rivian’s price fell 13.2% from Monday’s $20.14
https://ts2.tech/en/rivian-stocks-1-32-billion-raise-came-with-a-3-4-billion-repricing/

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/

QXO stock’s $102 gap with TopBuild has put attention on the 312.5 million new shares on the market. New York, July 12, 2026, 14:05 (EDT) QXO, Inc. (NYSE:QXO) jumped 2.8% to $14.99 in Friday’s session, but the late gain left most of the week’s earlier losses in place after four days of declines. (Barron’s) The stock dropped 7.5% since its July 2 pre-holiday close. On Friday, the payout to cash-electing former TopBuild holders — $249.67 and 10.212 QXO shares — came to about $402.75, which is roughly $102, or 20.2%, under the $505 cash reference for the deal. QXO put out
https://ts2.tech/en/qxo-stock-hits-102-topbuild-gap-312-5-million-new-shares-trade-in-focus/

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/