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/

New York, July 13, 2026, 16:10 (EDT) Rocket Lab Corporation (NASDAQ:RKLB) fell about 5.4% to $76.65 in late trading on Monday, leaving it an 11.9% drop away from a price floor that could reduce what Iridium Communications Inc. (NASDAQ:IRDM) investors receive in the planned takeover. Iridium was down 2.9% at $48.62. The issue is a merger “collar,” a band that limits how far the share count can adjust. Between $67.50 and $112.50, Iridium holders get $27 in cash plus enough Rocket Lab stock to keep the stock leg near $27; at or below $67.50, the exchange ratio freezes at 0.4000 and
https://ts2.tech/en/rocket-lab-stocks-slide-exposes-the-67-50-trigger-in-its-8-billion-iridium-deal/

NEW YORK, July 13, 2026, 16:07 (EDT) The Dow closed at 52,500.76, down 0.26%; the Nasdaq dropped 1.41%. About 65% of Nasdaq stocks that moved higher or lower finished in the red. U.S. crude jumped 9.4%, with inflation data, Federal Reserve testimony and major-bank earnings due Tuesday. The Dow Jones Industrial Average closed down 136.25 points, or 0.26%, at 52,500.76 on Monday after renewed U.S.-Iran fighting pushed oil higher and revived inflation concerns. The S&P 500 fell 0.68% to 7,523.79, while the Nasdaq Composite lost 1.41% to 25,911.51 as technology and memory-chip shares led the retreat. For investors, the more useful
https://ts2.tech/en/dow-jones-today-after-the-bell-136-point-loss-masks-a-nasdaq-slide-more-than-five-times-as-deep/

NEW YORK, July 13, 2026, 15:06 EDT Advanced Micro Devices (NASDAQ:AMD) dropped 3.7% in late trading Monday, despite TD Cowen’s Joshua Buchalter hiking his price target to $675 from $600. The new target, which is about 25.7% above the stock’s current $537 level, puts AMD’s estimated equity value near $1.10 trillion if you use the company’s 1.6306 billion shares outstanding. That’s about $225 billion higher than today’s value by the same measure. (TheStreet Pro) The split is key here since the average analyst target sits at $522.65, which is 2.7% below current levels. Buchalter said semiconductor fundamentals are still solid and
https://ts2.tech/en/amds-new-675-target-hits-as-market-watches-320-million-shares/