MELBOURNE, July 17, 2026, 09:05 AEST BHP ended Thursday at A$59.14, falling 2.34%, though the stock stayed 4.0% higher than its July 9 close. (Reuters) FY27 copper guidance indicates a midpoint decline of 11.7%, with Escondida responsible for 92.7% of this projected deficit. Labour negotiations at Port Hedland will continue on July 21, following a decision by electrical workers to endorse expanded strike actions. (Reuters) BHP Group Ltd (ASX:BHP) faces a more acute copper challenge heading into Friday. The company’s midpoint guidance for FY27 signals an 11.7% drop in production from FY26 levels. Nearly 93% of that estimated deficit is attributed
https://ts2.tech/en/bhp-shares-under-pressure-from-escondida-copper-challenges-amid-record-iron-ore-production/

NEW YORK, July 16, 2026, 16:08 (EDT) – Alphabet (NASDAQ: GOOGL) erased about $200 billion in market capitalization after news surfaced of a delay to the rollout of its Gemini 3.5 Pro AI system. Shares of Alphabet (NASDAQ: GOOGL) slipped 4.4% on Thursday, ending the session at an unofficial $354.46. The decline came after reports indicated Gemini 3.5 Pro faced delays of several months. Initial estimates suggest the market value drop is around $199 billion. (Reuters) The preliminary loss surpassed Alphabet’s projected 2026 capital expenditures, which are forecast at $180 billion to $190 billion. The magnitude indicates investors are lowering their
https://ts2.tech/en/alphabet-nasdaq-googl-loses-nearly-200-billion-in-market-value-following-report-of-gemini-3-5-pro-delay/

New York, July 16, 2026, 14:06 EDT The VanEck Semiconductor ETF (NASDAQ: SMH) dropped 4.2% to $565.69 in early afternoon trade. It went below Wednesday’s $586.09 lower DeMark pivot. This is a short-term support gauge. (GuruFocus) The breach was clear. SMH fell $20.40 under support. That gap was larger than the full $18.51 span between Wednesday’s upper and lower pivots. (GuruFocus) Breadth is the deeper investor signal. A first estimate uses VanEck’s June 30 weights. Nvidia (NASDAQ: NVDA) and Taiwan Semiconductor Manufacturing (NYSE: TSM) made up about 0.81 percentage point. That was just 19% of SMH’s fall. The two holdings made
https://ts2.tech/en/smh-etf-falls-below-key-support-as-chip-selloff-trumps-record-earnings/

NEW YORK, July 16, 2026, 1:07 p.m. EDT Nebius dropped 12.6% to $174.31 in early U.S. trading. CoreWeave (NASDAQ:CRWV) fell 5.2%. Nvidia (NASDAQ:NVDA) slipped 2.5%. Nebius kept its capital spending guidance at $20 billion to $25 billion under its partner-funded model. (Nebius) Nebius dropped 12.6% to $174.31 as of 1:07 p.m. EDT, wiping out a 2.8% rise from Wednesday. U.S. markets stayed open. (Nebius) The slip is key since the new model goes after Nebius’s biggest value issue. AI buildouts need a lot of cash. Still, there was no mention of the new 2026 capex forecast in the release. (Nebius) Nebius
https://ts2.tech/en/nebius-nasdaqnbis-shares-fall-as-ai-plan-shifts-capex-burden/

NEW YORK, July 16, 2026, 12:06 p.m. EDT U.S. markets were open. Rocket Lab traded down 11.2% near midday. A full-duration Neutron upper-stage engine test lasted nearly 5.5 minutes. (Space) Iridium Communications (NASDAQ:IRDM) offered a 14.4% preliminary gross deal spread. Rocket Lab Corporation (NASDAQ:RKLB) shares fell 11.2% to $67.63 around midday Thursday. They traded as low as $67.20, below the deal’s $67.50 lower collar. That threshold is not merely technical. At or below it, Iridium Communications Inc. (NASDAQ:IRDM) holders receive 0.4 Rocket Lab shares and $27 cash. Every $1 below the floor removes 40 cents from the stock payout. Inside the
https://ts2.tech/en/rocket-lab-stock-nasdaqrklb-slides-to-merger-collar-despite-neutron-test/

NEW YORK, July 16, 2026, 12:07 p.m. EDT Oracle fell about 4.8% to $126 in late-morning trade. The shares touched a fresh 52-week low. (Google) Backlog revenue due within 12 months is $76.6 billion. Planned fiscal 2027 net capital outlay is about $70 billion. (Reuters) S&P’s BBB- rating and its estimated 50% OpenAI backlog share keep funding risk central. (The Wall Street Journal) Oracle fell about 4.8% to $126 in late-morning New York trade on Thursday. The shares touched $125.94, a fresh 52-week low. Investors weighed a $638 billion backlog against a mounting cash need. (Google) Only 12% of that backlog,
https://ts2.tech/en/oracle-stock-nyse-orcl-hits-new-low-as-638-billion-ai-backlog-meets-cash-test/

HELSINKI, July 16, 2026, 16:21 (EEST) Nokia Oyj (NOKIA:HEL) traded around €9.43, down 3.6%, on Thursday afternoon. The stock has lost 10.7% across three sessions. Helsinki trading remained open, while the OMX Helsinki 25 slipped 0.3%. (Investing.com) The selloff exposes a timing gap. Nokia’s AI-RAN solutions enter operator trials late this year. Commercial availability starts in 2027. Telefonaktiebolaget LM Ericsson Class B (ERIC-B:STO) is warning about costs now. (Nokia Corporation | Nokia) Ericsson said AI demand is lifting memory and custom-chip costs. Its shares have fallen 14.3% across three sessions. The warning matters for Nokia. Component costs may arrive before AI-RAN
https://ts2.tech/en/nokia-stock-drops-as-2027-ai-ran-timeline-meets-sector-chip-cost-warning/

New York, July 16, 2026, 09:22 EDT Micron was set to open at $862.70, off 4.6% in premarket Nasdaq action. (Google) The stock dropped 8.0% Wednesday to finish at $904.28. (Barron’s) About 20% of DRAM volume is under signed deals, while it’s a third for NAND. Micron Technology, Inc. (NASDAQ: MU) dropped 4.6% to $862.70 in premarket trade Thursday. This comes even after it announced fresh long-term auto supply deals. The Nasdaq session hadn’t started yet. (Google) Micron’s new contract shield has limits. DRAM brought in 76% of revenue last quarter, but the strategic deals signed so far only protect about
https://ts2.tech/en/micron-nasdaq-mu-slips-as-new-auto-contracts-leave-most-dram-business-outside-deals/

SYDNEY, July 18, 2026, 09:09 AEST — The Australian stock exchange is shut for the weekend. (Australian Securities Exchange) National Australia Bank Limited (ASX:NAB) advanced 0.23% to A$39.85 on Friday, marking it as the sole gainer among the Big Four banks. The S&P/ASX 200 index dropped 0.50% to close at 8,796.70. (Google) The importance of that resilience stems from business banking’s significant share of NAB’s earnings. Business and Private Banking posted A$1.85 billion in cash earnings for the first half, accounting for 51.6% of group cash earnings before large notable items, according to company data. New data from NAB indicated that
https://ts2.tech/en/national-australia-bank-asxnab-advances-as-cooling-price-pressure-supports-key-profit-driver/

NEW YORK, July 17, 2026, 18:08 EDT — Shares closed at $18.16, up 1.0% Friday but down 17.3% for the week. (Investing.com) A preliminary tally puts 77% of disclosed open capacity outside New York. (TeraWulf) The Abernathy sale agreement implies a $250 million payment deadline on July 20. TeraWulf Inc. (NASDAQ:WULF) closed Friday at $18.16, up 1.0%. The shares still lost 17.3% over the week. Regular U.S. trading had ended before publication. (Investing.com) The break followed New York’s July 14 order pausing incomplete state permits for large data centers. It moved the valuation debate from signed leases toward undeveloped power. (Governor
https://ts2.tech/en/terawulf-nasdaqwulf-slides-17-as-new-york-risk-shadows-a-77-out-of-state-open-pipeline/

NEW YORK, July 17, 2026, 18:09 EDT FGMC ended the session at $8.30, sliding 10.0%, before advancing 46.3% in after-hours trading. (MarketWatch) The company, now renamed, will start trading under the ticker BXBL on Monday, July 20. (NASDAQ Trader) A June filing on redemptions indicated roughly $14 million remained in the SPAC trust. (PR Newswire) FG Merger II Corp. (NASDAQ:FGMC) finalized its merger with BOXABL Inc. (NASDAQ:BXBL) on Friday. According to a June 8 filing, 82.7% of public shareholders tendered their shares. (NASDAQ Trader) The remaining amount in the trust account stood at around $14 million. The release following Friday’s close
https://ts2.tech/en/fg-merger-ii-nasdaqfgmc-finalizes-boxabl-nasdaqbxbl-merger-following-83-redemption-rate/

NEW YORK, July 17, 2026, 17:09 EDT U.S. markets were shut for regular sessions. SELLAS ended at $13.19, gaining 12.3%. (StockAnalysis) The stock rose 3.4% over the week following two steep drops. (StockAnalysis) The preliminary equity value climbed by approximately $1.62 billion since May 12. (StockAnalysis) SELLAS Life Sciences Group, Inc. (NASDAQ:SLS) has gained approximately $1.62 billion in equity value following its REGAL update in May. Shares climbed to $13.19 in a rebound on Friday. (StockAnalysis) The rise is significant as disclosed liquidity accounts for only a small portion of the revised valuation. Based on the June 2 share count, the
https://ts2.tech/en/sellas-life-sciences-nasdaqsls-shares-climb-12-as-estimated-equity-value-rises-1-6-billion-since-may/

HOUSTON, July 17, 2026, 16:07 (CDT) Battalion finished Friday at $1.73, gaining 10.2% on the day and rising 9.5% over the week. Volume reached 23.1 million shares. (Investing.com) WTI closed at $82.49, rising approximately 16% in five sessions. (Reuters) Initial assessment indicates that fixed swaps account for approximately 69% of Battalion’s Q1 oil-rate proxy. (SEC) Battalion Oil Corporation (NYSEAMERICAN:BATL) climbed alongside crude prices on Friday. The stock, however, lagged behind oil’s weekly gain by six percentage points. NYSE American’s regular trading session had ended, but after-hours trading was ongoing. (Investing.com) The reason for that gap is clear. Battalion reported 1.13 million
https://ts2.tech/en/battalion-oil-nyseamericanbatl-shares-climb-10-as-oil-prices-rise-but-65-55-hedges-cap-further-gains/

NEW YORK, July 17, 2026, 5:12 p.m. EDT – Shares in Western Union (NYSE:WU) climbed 13% after the company’s merger spread nearly doubled. The Western Union Company (NYSE:WU) closed at $8.88 on Friday, rising roughly 6.4%. The stock advanced 13.3% for the week, as the S&P 500 dropped 1.6%. Regular U.S. trading had ended. (Western Union Investor Relations) International Money Express (NASDAQ:IMXI), also called Intermex, declined 7.4% for the week, closing at $13.42. The acquisition target saw its gross spread to the $16 per share cash bid expand from 10.3% to 19.2%. (Yahoo Finance) The simultaneous movement serves as an indicator
https://ts2.tech/en/western-union-nysewu-shares-jump-13-as-merger-spread-almost-doubles/

NEW YORK, July 17, 2026, 3:07 p.m. EDT According to preliminary, delayed figures, Lucid rose 13.8% to $7.35 while U.S. markets were still trading. The rebound over three sessions hit 59%, but Q2’s annualized delivery pace was nearly identical to 2025. (MarketWatch) Lucid’s market capitalization of $2.41 billion is roughly 1.7 times its Q1 free-cash outflow. (SEC) Shares of Lucid Group, Inc. (NASDAQ:LCID) rose 13.8% on Friday afternoon, bringing their recovery from Tuesday’s close to 59%. (MarketWatch) The stock was up 33% from Monday’s close at $7.35. Trading volume hit 35.5 million shares, exceeding Monday’s total by more than five times.
https://ts2.tech/en/lucid-group-nasdaqlcid-shares-continue-recovery-rally-as-cash-burn-projections-suggest-august-challenge/

NEW YORK, July 17, 2026, 3:09 p.m. EDT — SoundHound AI (NASDAQ:SOUN) shares rose after merger calculations indicated a potential 20-point gain in margins. Shares rose 0.3% to $6.33, recovering after a 5.2% drop to the session’s low. Trading volume totaled 39.0 million shares, about 33% higher than the 65-day average. (MarketWatch) Pro forma gross margin for Q1 came in at 51.6%, compared with 31.1% on a standalone basis. SoundHound AI shares reversed earlier losses on Friday while U.S. markets remained open. The stock last changed hands at $6.33, having fluctuated between $5.98 and $6.43. Shares were still down approximately 4.7%
https://ts2.tech/en/soundhound-ai-nasdaqsoun-shares-bounce-as-merger-analysis-signals-20-point-margin-increase/

NEW YORK, July 17, 2026, 14:15 EDT Nuburu paused at 7.27 cents, down 39.2%. (Stock Titan) Combined, common shares and pre-funded warrants represent 98.1% of shares outstanding before the offer. (SEC) 44.1% of projected gross proceeds are allocated to planned debt and note repayments. (Business Wire) Shares of Nuburu, Inc. (NYSEAMERICAN:BURU) were halted at 11:28 a.m. EDT on Friday. The stock last traded at 7.27 cents, a drop of 39.2%, with 39.4 million shares changing hands. (Stock Titan) The main NYSE American core session continued trading. A real-time halt tracker showed Nuburu’s halt with the reason listed as unknown. (New York
https://ts2.tech/en/nuburu-shares-paused-following-39-drop-amid-38-million-funding-and-dilution-concerns/

NEW YORK, July 17, 2026, 13:16 (EDT) Super Micro Computer (NASDAQ:SMCI) gained 1.5% to $25.04 at the start of U.S. trading. Initial assessment: June funding terms correspond to between 209 million and 232 million common-equivalent shares ahead of underwriter options. (ir.supermicro.com) U.S. authorities have launched a DRAM patent investigation that includes Super Micro; no merits determination has been made by regulators. (usitc.gov) Super Micro Computer (NASDAQ:SMCI) was trading roughly 9% below its June common-offering price on Friday. The stock gained 1.5% to $25.04 as of 1:01 p.m. EDT, with regular U.S. trading still underway. (ir.supermicro.com) The gap is significant since the
https://ts2.tech/en/smci-holds-ground-as-funding-questions-stake-39-billion-ai-order-tally/

NEW YORK, July 17, 2026, 13:18 (EDT) At 1:03 p.m. EDT, Broadcom shares were at $376.38, showing a 0.5% increase. Standard Chartered (LON:STAN) reports that VMware Cloud Foundation powers 70% of its infrastructure. (Broadcom Inc.) Software reported a segment margin of 78.7% in the second quarter, while semiconductors posted a margin of 61.8%. (SEC) Broadcom stock recovered from earlier sharp losses during Friday afternoon trading in the U.S. At 1:03 p.m. EDT, shares were up 0.5% at $376.38, after having dropped 4.4% to $358.05 earlier in the session. The rebound occurred even as chip stocks stayed weighed down on Wall Street.
https://ts2.tech/en/broadcom-nasdaqavgo-rebounds-from-4-4-drop-as-vmware-acquisition-lifts-profit-mix/

NEW YORK, July 17, 2026, 13:07 EDT Synopsys traded at $382.98, down 8.17%, during regular U.S. trading. The estimated $6.5 billion loss equaled 68% of fiscal 2026 revenue guidance. (Synopsys Investor Relations) Moonshot reported a simulated 45nm design, not results from fabricated silicon. (Kimi) Synopsys, Inc. shares sank on Friday after Moonshot AI unveiled Kimi K3. Moonshot said the model autonomously designed a chip using open-source EDA tools. The claim challenged a core assumption supporting proprietary design-software pricing. (Kimi) The decline cut an estimated $6.5 billion from Synopsys’ market value. That equals about 68% of its $9.665 billion annual revenue midpoint.
https://ts2.tech/en/synopsys-nasdaqsnps-stock-sinks-as-kimi-chip-demo-tests-the-eda-moat/

NEW YORK, July 17, 2026, 12:07 p.m. EDT — Intel (NASDAQ:INTC) shares declined sharply before its earnings, erasing an estimated $79 billion in market value. Intel dropped 2.7% to $94.37 by 11:52 a.m. EDT. The stock’s loss for the week so far totaled 14.1%, indicating a provisional $79 billion reduction in value. (Yahoo Finance) Second-quarter earnings will be released following the market close on July 23. (Newsroom) Intel Corporation (NASDAQ:INTC) slipped 2.7% to $94.37 by late Friday morning, deepening its weekly decline to roughly 14.1%. U.S. markets were open. (Yahoo Finance) An early intraday estimate calculates this week’s market value decline
https://ts2.tech/en/intel-nasdaqintc-shares-drop-wiping-out-about-79-billion-ahead-of-earnings/