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/

NEW YORK, July 13, 2026, 15:10 EDT Sandisk (NASDAQ:SNDK) shares sank 13% to about $1,669 on Monday afternoon. That was the move even after Evercore ISI’s Amit Daryanani doubled his price target to $3,100 from $1,400. Daryanani said investors were “underappreciating the durability” of Sandisk’s earnings and free cash flow, cash left after capital spending, in the next few years. (Barron’s) That timing data cuts into the bullish case. Sandisk’s April 3 filing listed $41.6 billion in remaining performance obligations, or RPO—contracted revenue still to be booked. Only about 15% of that, $6.24 billion, was due to show up as revenue
https://ts2.tech/en/sandisk-stocks-3100-target-faces-6-2-billion-delay/

New York, July 13, 2026, 15:12 (EDT) Super Micro Computer (NASDAQ:SMCI) shares fell 3.2% to $27.41 in afternoon trading on Monday, below the $27.50 price set for its June common-stock offering. At 13.2 times trailing earnings, the stock looks inexpensive. Yet the base preferred conversion and a fully used $1.25 billion stock-sale program could add 24.6% to 28.1% to an illustrative pro forma basic share count, based on the offering terms and Monday’s price. (Supermicro) Dell Technologies (NYSE:DELL) and Hewlett Packard Enterprise (NYSE:HPE) were down 3.1% and 3.5%, respectively, making Monday’s drop less useful as a company-specific signal. The valuation and
https://ts2.tech/en/super-micro-stock-looks-cheap-until-a-potential-28-share-count-hit-enters-the-math/

NEW YORK, July 13, 2026, 15:07 (EDT) Ripple CEO Brad Garlinghouse said the firm thought about closing and giving its XRP reserves back to shareholders after the SEC lawsuit in 2020. If Ripple had picked that plan, it would have handed shareholders token reserves now valued at almost $40 billion. (CoinDesk) This matters now since the stockpile is close to the $40 billion valuation from an outside round in November. That’s about 80% of the $50 billion valuation Ripple tied to its March buyback program. The company said it held 37.656 billion XRP as of June 30. XRP traded at $1.059
https://ts2.tech/en/ripples-xrp-holdings-now-worth-40-billion-after-near-collapse/