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/

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 14, 2026, 19:02 (EDT) Tower Semiconductor closed up 11.24% at $255.49 on Tuesday after it said it will expand its capacity in Japan, backed by $1 billion in government support. Tower is now aiming for $1.2 billion in net profit in 2028, up from its previous goal of $750 million—a boost of 60%. While the shares jumped, that new target is still more than five times the stock’s move, making the shares look cheaper by this measure. (Tower Semiconductor) Chip stocks rebounded, but fell short of a full recovery. The PHLX Semiconductor Index rose 314.15 points, or 2.54%,
https://ts2.tech/en/tower-semiconductor-nasdaqtsem-jumps-11-as-chips-recover/

NEW YORK, July 14, 2026, 19:08 (EDT) Space Exploration Technologies Corp. (NASDAQ:SPCX) dropped 2.2% to $136.08 late Tuesday, wiping out around $39.5 billion in equity value based on its reported base-offering share count. MDA Space Ltd. (NYSE:MDA), Rocket Lab USA Inc. (NASDAQ:RKLB) and AST SpaceMobile Inc. (NASDAQ:ASTS) all posted price gains, together adding about $2.0 billion on a similar price-move calculation. SpaceX’s equity drop finished at 19.6 times those combined gains. (SEC) The size gap is key here. SpaceX dropped 2.2%, which was enough to outweigh a 4.1% average gain for the other three, smaller stocks. Investors watching percentages could miss
https://ts2.tech/en/spacex-drops-39-billion-leaving-gains-at-mda-rocket-lab-ast-spacemobile-in-the-dust/

NEW YORK, July 14, 2026, 18:07 EDT Arbe finished at $0.874, gaining 27.02%. Volume hit 10.73 million shares, close to 4.5 times its average. (MarketWatch) The surge tacked on about $22.8 million in equity value, which is over four times Arbe’s 2026 revenue guidance midpoint. (PR Newswire) Arbe has signed a defense deal for three projects, with some orders already in and deliveries started, but didn’t say who the customer is or give a contract amount. (Arbe Robotics Ltd.) Arbe Robotics Ltd. (NASDAQ:ARBE) popped 27.0% Tuesday after saying a global defense integrator picked its radar for three projects. That move added
https://ts2.tech/en/arbe-robotics-nasdaqarbe-shares-surge-27-on-defense-deal-market-cap-up-23m/

NEW YORK, July 14, 2026, 18:08 EDT IREN Limited (NASDAQ:IREN) closed 1.0% lower at $38.59 on Tuesday even as NVIDIA Corp (NASDAQ:NVDA) gained 4.1%, bitcoin was up 4.0% and the Nasdaq Composite added 0.9%. IREN has fallen 10.3% from its July 8 close. The split suggests investors are looking past its AI-and-crypto exposure and pricing the harder part: funding and delivery. (The Wall Street Journal) IREN had posted no fresh business release since July 8 and no SEC filing since July 9 by Tuesday evening. Trading volume was 35.1 million shares, about 24% below its 65-day average. This was a quiet
https://ts2.tech/en/iren-nasdaqiren-stock-lags-ai-and-bitcoin-rallies-as-investors-price-a-1-3-billion-execution-gap/

NEW YORK, July 14, 2026, 15:05 EDT Dell Technologies Inc. (NYSE:DELL) climbed 5.8% on Tuesday, adding about $16.2 billion in market value, after preliminary results from International Business Machines Corp. (NYSE:IBM) showed large customers shifting late-June spending toward servers, storage and memory. The move gives Dell investors a fresh demand signal from outside the company. (SEC) IBM said clients redirected quarterly capital spending to supply-constrained infrastructure before expected price increases, while several large deals slipped. Chief Executive Arvind Krishna said IBM “did not adapt and move quickly enough”; preliminary infrastructure revenue fell 7%. That is a direct read-through — evidence from
https://ts2.tech/en/dell-technologies-nysedell-stock-jumps-as-enterprise-budgets-pivot-to-ai-hardware/

NEW YORK, July 14, 2026, 15:10 (EDT) AtaiBeckley Inc. (NASDAQ:ATAI) shares climbed 15.6% to about $5.75 in Tuesday afternoon trading as investors weighed final U.S. Food and Drug Administration guidance for psychedelic-drug trials. The document expects two monitors to remain with a patient throughout a treatment session, making BPL-003’s roughly two-hour clinic model more relevant to operating costs. Duration is now a cost variable. (U.S. Food and Drug Administration) The gain was much larger than those of the closest listed developers. Compass Pathways plc (NASDAQ:CMPS) rose 1.9%, Definium Therapeutics Inc. (NASDAQ:DFTX) added 5.2%, and the SPDR S&P Biotech ETF (NYSEARCA:XBI) was
https://ts2.tech/en/ataibeckley-inc-nasdaqatai-stock-jumps-as-fda-staffing-guidance-spotlights-bpl-003s-two-hour-edge/

NEW YORK, July 14, 2026, 14:08 EDT Nebius shares dropped 6.7% in afternoon trading on delayed data, putting their slide over the past two sessions at roughly 10.6%. (MarketBeat) Reflection AI placed an order topping $1 billion through 2029. That works out to about $290 million a year if spread evenly, or close to 9% of Nebius’s projected 2026 revenue at the midpoint of its guidance. (Reuters) Capital spending in the first quarter came to around 6.3x revenue. A $3.20 billion bump in deferred revenue gave a lift to operating cash flow, which ended positive. Nebius shares dropped 6.7% in New
https://ts2.tech/en/nebius-group-nasdaqnbis-slides-as-1b-reflection-ai-deal-fails-to-reassure-on-cash-conversion/

NEW YORK, July 14, 2026, 14:08 EDT Microsoft was around $387, putting its value at $2.88 trillion, about 23 times trailing earnings. That’s nearly 19% under the average multiple for Amazon and Alphabet. Capex for the fourth quarter will top $40 billion, or about 45.8% of revenue based on the midpoint of Microsoft’s outlook. This compares with 38.5% in the March quarter. (Microsoft) Just around 25% of Microsoft’s $627 billion backlog is projected to turn into revenue in the coming year. (Microsoft) Microsoft (NASDAQ:MSFT) heads toward its July 29 earnings with bulls saying the recent drop and lower valuation may clear
https://ts2.tech/en/microsoft-nasdaqmsft-heads-for-40-billion-cash-conversion-mark-on-july-29/

New York, July 14, 2026, 13:13 (EDT) KeyBanc lifted its AMD price target to $725, up from $530, which points to a roughly $1.20 trillion market cap based on the current share count. (Barron’s) The firm is calling for AMD’s AI-GPU revenue to jump 189% to $48.5 billion in 2027, up from $16.8 billion this year. (Barron’s) Q2 revenue consensus sits roughly 1% over AMD’s guidance midpoint, so investors may focus more on the company’s outlook when it reports on August 4. (TheStreet Pro) Advanced Micro Devices, Inc. (NASDAQ:AMD) shares jumped 3.9% Tuesday after KeyBanc Capital Markets hiked its price target
https://ts2.tech/en/amd-stocks-725-target-relies-on-big-ai-gpu-revenue-jump/

NEW YORK, July 14, 2026, 11:10 a.m. EDT Intel rose 1.4% to $104.55 but remained 4.8% below Friday’s close, trailing three major chip peers over the two sessions. (Yahoo Finance) The Ireland program’s headline value equals about one-third of Intel’s stated 2026 capital budget, while external customers supplied only 3.2% of first-quarter Foundry revenue. (Reuters) Intel Corporation (NASDAQ:INTC) shares rose 1.4% to $104.55 as of about 10:55 a.m. EDT on Tuesday, but the gain hid a weak recovery. The stock had erased roughly 70% of its 4.6% opening jump and was still down 4.8% from Friday, leaving it behind a broader
https://ts2.tech/en/intel-stock-nasdaqintc-lags-chip-rebound-as-5-7-billion-ireland-bet-raises-cash-flow-bar/

NEW YORK, July 14, 2026, 11:08 (EDT) UiPath stock was up 1.1% to $11.98 after dropping as much as 5.7% earlier. That’s a 7.3% bounce off the session low. Pegasystems (NASDAQ:PEGA) stayed off 0.9%, and Appian (NASDAQ:APPN) slipped 1.7%. IBM (NYSE:IBM) was down roughly 25%. UiPath said its last reported average buyback price was $11.47, which is about 4% under where shares finished on Tuesday. Cash and securities add up to nearly 22% of its market cap. (UiPath, Inc.) UiPath bounced from a 5.7% morning drop and was up 1.1% at $11.98 at 10:53 a.m. EDT Tuesday, a 7.3% swing
https://ts2.tech/en/uipath-nysepath-shares-bounce-back-after-ibm-driven-selloff-hover-near-buyback-price/

HELSINKI, July 14, 2026, 17:08 EEST Nokia shares in Helsinki dropped 2.5% to €10.30 during afternoon trade. (Nokia Corporation | Nokia) Nokia’s May consensus shows 72.4% of estimated 2026 comparable operating profit needs to come in the second half. (Nokia Corporation | Nokia) Ericsson fell 11.1% as the company said higher AI infrastructure demand is pushing up prices for memory and custom chips. (MarketScreener) Nokia Oyj’s (HEL:NOKIA) shares slipped 2.5% to €10.30 in Helsinki at 16:44 EEST after investors reacted to a cost warning from Ericsson (STO:ERIC-B). The AI-driven rally is under the microscope, as nearly 75% of the company’s consensus
https://ts2.tech/en/nokia-faces-72-h2-profit-hurdle-as-ericsson-flags-ai-costs/

NEW YORK, July 14, 2026, 09:11 EDT U.S. stock futures split sharply on Tuesday after a cooler June inflation report, with Nasdaq 100 futures up 1.38% and S&P 500 futures 0.48% higher at 8:33 a.m. EDT, while Dow E-minis were down just 0.01%. The divergence says less about the macro signal than the Dow’s unusual single-stock burden. (Reuters) Before the CPI release, International Business Machines Corp. (NYSE:IBM) was estimated to be subtracting about 330 points from an indicated 450-point Dow decline. That is roughly 73% by calculation. The Dow is price-weighted, meaning higher-priced shares move it more, so IBM made the
https://ts2.tech/en/us-stock-futures-today-soft-cpi-lifts-nasdaq-as-dow-lags-on-concentrated-drag/

NEW YORK, July 14, 2026, 07:05 (EDT) NIO Inc. (NYSE:NIO) traded up around 3.7% to $5.11 in premarket action Tuesday. Shares closed up 3.1% Monday. (Investing.com) Goldman Sachs Group Inc. (NYSE:GS) lifted NIO to Buy, setting a $7 price target and projecting 43% vehicle volume growth in 2026. (Investing.com) To hit that forecast, NIO would need to deliver around 45,850 vehicles per month in the second half. That’s 12.9% more than June, company data shows. (NIO Inc.) NIO Inc. (NYSE:NIO) climbed 3.7% to $5.11 in premarket trading Tuesday, building on Monday’s 3.1% rise after Goldman Sachs Group Inc. (NYSE:GS) upgraded the
https://ts2.tech/en/nio-stock-stretches-goldman-gain-as-2026-targets-get-tougher/

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/

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/

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/