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/

NEW YORK, July 13, 2026, 14:09 (EDT) IonQ Inc. (NYSE:IONQ) fell 9.4% to $38.82 in Monday afternoon trading, leading a synchronized retreat in D-Wave Quantum (NYSE:QBTS), Rigetti Computing (NASDAQ:RGTI) and Quantum Computing Inc. (NASDAQ:QUBT). The four stocks erased an estimated $2.51 billion of market value by 1:53 p.m. EDT, with no fresh company-specific catalyst apparent. (24/7 Wall St.) What matters now is the mismatch inside the selloff. Investors are treating quantum shares as one high-beta basket — stocks that typically move more than the wider market — although the companies have very different sales bases and cash cushions. Their combined market
https://ts2.tech/en/ionq-stock-slides-9-as-quantum-rout-erases-2-5-billion-the-valuation-gap-investors-may-be-missing/

New York, July 13, 2026, 11:11 EDT Ondas Inc. (NASDAQ:ONDS) was down about 2.3% to $7.09 late Monday morning. At that level, the roughly 85 million shares going to DZYNE Technologies’ sellers were valued near $602.7 million. That’s about $72.8 million below the $675.48 million listed in a regulatory filing. (Ondas Inc.) The drop comes after six straight weeks of losses, with the stock closing at $7.26 Friday, the lowest in seven months. Sellers of DZYNE get less at current prices, but the deal keeps the number of Ondas shares being issued fixed — that’s what matters most to current holders.
https://ts2.tech/en/onds-drops-dzyne-deal-shares-lose-73-million-valuation-still-faces-8-3x-sales-hurdle/

New York, July 13, 2026, 11:07 EDT Alibaba Group (NYSE:BABA; HKG:9988) was up 0.9% at $113.33 in late morning New York trade Monday, keeping gains going after its Hong Kong shares jumped 15.6% over four sessions. That stood out with the Nasdaq down 0.8% as U.S.-Iran jitters hit and chip stocks slumped. Alibaba’s Hong Kong shares ended 0.45% higher at HK$110.70, after hitting HK$115.10 earlier. (英为财情 Investing.com) The main issue now is if cloud computing can expand fast enough to make up for another profit drop in Alibaba’s commerce business. BofA Securities sees June-quarter revenue up 8.8%, and cloud sales speeding
https://ts2.tech/en/alibaba-stocks-15-ai-rally-set-for-key-70-cloud-hurdle/

Cupertino, California, July 13, 2026, 01:29 (PDT) Apple Inc. (NASDAQ:AAPL) may have to bump up the average price of its next Pro Max phone by around $200 to cover higher costs, and even then could see a slightly lower gross margin compared to last year’s model, a Counterpoint Research estimate shows. The research firm is projecting the bill of materials for the 12GB, 1TB iPhone 18 Pro Max will go up by almost $300, before assembly, shipping or marketing. (카운터포인트) The iPhone brought in $56.99 billion last quarter, good for 51.3% of Apple’s $111.18 billion in net sales for the period
https://ts2.tech/en/apples-iphone-18-pro-price-could-jump-200-even-as-margins-stay-tight/

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/

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/

London, July 14, 2026, 11:00 BST Lloyds Banking Group (LON:LLOY) has spent about 71% of its up-to-£1.75 billion 2026 buyback, but the share rally means a fully spent programme would buy about 1.72 billion shares at Tuesday’s price — roughly 22% fewer than last year despite a 3% larger budget. Each pound now buys less of the bank. (SEC) A buyback — when a company buys and cancels its own shares — can raise earnings per share if profit holds. But at higher prices, the same cash removes fewer shares. The trade-off is sharper now. Delayed market data put Lloyds at
https://ts2.tech/en/lloyds-share-price-rally-cuts-the-reach-of-1-75-billion-buyback/

NEW YORK, July 14, 2026, 04:31 (EDT) Agenus Inc. (NASDAQ:AGEN) shares closed 82.7% higher at $6.12 on Monday after the cancer-drug developer unveiled financing of up to $340 million for a pivotal colon-cancer study. The stock reached $8.70 and roughly 174 million shares changed hands. The regular U.S. session had not opened at the dateline; Nasdaq was scheduled to trade normally on Tuesday. (Agenus Inc.) The rally has a catch. Only $85 million is due at closing; the remaining $255 million — three-quarters of the headline amount — arrives only if investors exercise warrants. A warrant gives an investor the right,
https://ts2.tech/en/agenus-stock-soars-83-but-255-million-of-its-340-million-lifeline-is-still-conditional/

Sydney, July 14, 2026, 09:29 AEST CSL Limited (ASX:CSL) entered Tuesday’s ASX pre-open after falling 1.26% to A$121.34 on Monday, while the S&P/ASX 200 edged 0.03% higher. Turnover reached 1.50 million shares, 34% above the average of the previous five sessions. The exchange remained in pre-open at publication, with continuous trading due to begin around 10 a.m. Sydney time. (Yahoo Finance) The selling arrived after a steep recovery, not at the bottom. CSL has risen 34.8% from its A$90 intraday low; based on the current share count, that move restored roughly A$15 billion of implied equity value and lifted its market
https://ts2.tech/en/csl-share-price-has-won-back-a15-billion-now-investors-want-revenue-proof/

SAN FRANCISCO, July 13, 2026, 15:06 (PDT) Salesforce Inc. (NYSE:CRM) rose 4.8% to end Monday at $171.22, topping the S&P 500’s 0.8% drop. Investors moved back into the stock as debate about whether acquisitions can push Salesforce’s AI strategy picked up. The bounce came after a positive view of its $3.6 billion deal for Fin, which landed just a few days after KeyBanc cut the stock on worries about Agentforce. (MarketWatch) The valuation looks trickier than the headline multiple shows. Salesforce’s $149.1 billion equity price is about 10.4 times projected fiscal 2026 free cash flow, which measures cash left after capital
https://ts2.tech/en/salesforce-shares-up-4-8-as-debt-dims-value-pitch/

NEW YORK, July 13, 2026, 18:08 EDT GE Vernova (NYSE:GEV) shares fell 4.49% to $1,042.60 on Monday, closing below their 20-day moving average on the same day Zacks highlighted a move above that closely watched technical level. The reversal weakened the most visible short-term bullish signal surrounding a company whose turbine order book has been described as “sold out through 2030,” with GEV’s decline far exceeding the S&P 500’s 0.79% fall. (MarketWatch) That matters because turbine scarcity is no longer new information for investors. The question ahead of second-quarter results is whether GE Vernova can turn reserved factory slots into firm
https://ts2.tech/en/ge-vernovas-turbine-boom-is-real-the-stocks-failed-breakout-tests-a-40-times-cash-flow-bet/