Today: 15 July 2026
Micron (NASDAQ:MU) drops more than CXMT’s IPO valuation as China DRAM risk hits shares
15 July 2026

Micron (NASDAQ:MU) drops more than CXMT’s IPO valuation as China DRAM risk hits shares

Micron Technology, Inc. shed around $94 billion in market value by late Wednesday morning, more than the $85.6 billion valuation expected for ChangXin Memory Technologies’ Shanghai debut. The stock dropped 8.4% to $900.78 at 11:52 a.m. EDT as investors looked at whether a nearly doubled capital raising could bring new DRAM supply faster. DRAM is used in servers, PCs and phones. That’s a sharp move for a rival that hasn’t started trading yet.
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Alibaba gains about $17B after Apple AI clearance, revenue still to come

Alibaba gains about $17B after Apple AI clearance, revenue still to come

15 July 2026
Alibaba Group Holding Limited jumped 6.2% in late-morning New York trade after China approved Apple Intelligence for local use and Alibaba said Qwen would get integrated across Apple’s main operating systems in China. Alibaba’s American depositary receipts climbed $6.95, adding about $16.7 billion in equity value, based on its 2.40 billion shares outstanding. The companies didn’t give any launch date or commercial terms.
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SpaceX (NASDAQ:SPCX) launch puts Sirius XM Holdings (NASDAQ:SIRI) cash flow to the test

SpaceX drops $39 billion, leaving gains at MDA, Rocket Lab, AST SpaceMobile in the dust

Space Exploration Technologies Corp. 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., Rocket Lab USA Inc. and AST SpaceMobile Inc. 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.
15 July 2026
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Dell Technologies (NYSE:DELL) stock jumps as enterprise budgets pivot to AI hardware

Dell Technologies (NYSE:DELL) stock jumps as enterprise budgets pivot to AI hardware

Dell Technologies Inc. climbed 5.8% on Tuesday, adding about $16.2 billion in market value, after preliminary results from International Business Machines Corp. 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.
14 July 2026
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AtaiBeckley Inc. (NASDAQ:ATAI) stock jumps as FDA staffing guidance spotlights BPL-003’s two-hour edge

AtaiBeckley Inc. (NASDAQ:ATAI) stock jumps as FDA staffing guidance spotlights BPL-003’s two-hour edge

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14 July 2026
AtaiBeckley Inc. 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.
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Microsoft (NASDAQ:MSFT) Heads for $40 Billion Cash-Conversion Mark on July 29

Microsoft (NASDAQ:MSFT) Heads for $40 Billion Cash-Conversion Mark on July 29

Microsoft heads toward its July 29 earnings with bulls saying the recent drop and lower valuation may clear the way for a bounce. The question is how quickly AI demand will show up in cash flow versus heavy spending. Management projects Q4 capital expenditures of more than $40 billion with revenue between $86.7 billion and $87.8 billion. That puts capex at least 45.8% of sales, using the midpoint. The market wants evidence.
14 July 2026
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Nokia shares jumped on €5.5B defense-AI news—Ericsson moves in focus

Nokia Faces 72% H2 Profit Hurdle as Ericsson Flags AI Costs

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14 July 2026
Nokia Oyj’s shares slipped 2.5% to €10.30 in Helsinki at 16:44 EEST after investors reacted to a cost warning from Ericsson. The AI-driven rally is under the microscope, as nearly 75% of the company’s consensus comparable operating profit for the year is still to be generated in the back half. Focus has shifted—demand isn’t the main concern now.
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Latest

Amazon (NASDAQ:AMZN) clinches Herotel’s 350,000 users with most of Leo satellites yet to launch

Amazon (NASDAQ:AMZN) clinches Herotel’s 350,000 users with most of Leo satellites yet to launch

Amazon.com, Inc. landed a countrywide sales and service partner in South Africa for its Leo satellite broadband network even though about 88% of its first-gen constellation is still not in orbit. The agreement lines up distribution before most capacity is ready, testing if Amazon can claw back ground from Starlink without needing a one-to-one satellite match.
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15 Jul
Oracle’s Free AI Builder Targets the Slower Side of Its Cloud Boom

Oracle’s Free AI Builder Targets the Slower Side of Its Cloud Boom

Oracle Corporation is offering a new AI-agent builder to Fusion Applications customers at no extra cost, a move that puts adoption ahead of a separate price tag in the slower-growing side of its cloud business. AI agents are software that can plan and carry out tasks. The launch matters because Oracle’s cloud mix flipped in fiscal 2026, with infrastructure rising above applications for the first time in the latest annual figures.
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15 Jul
Joby Aviation (NYSE:JOBY) valuation premium outpaces its cash-runway edge

Joby Aviation (NYSE:JOBY) valuation premium outpaces its cash-runway edge

Fresh insider-sale filings at Joby Aviation show 50,553 shares sold by two executives for about $384,000, with most of the shares expressly linked to taxes on vested stock awards and the rest sold under a pre-set trading plan. The more material signal for investors is Joby’s valuation: its market capitalization stands at about three times the cash and short-term investments reported at March 31.
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15 Jul
Cisco (NASDAQ:CSCO) drops $4.32 in short week, dividend in focus

Cisco Selloff Puts $9 Billion AI Order Goal Under a Fourth-Quarter Test

Cisco Systems, Inc. slid 4.5% on Wednesday, sharpening an investor question created by its own artificial-intelligence targets: can record orders from hyperscalers, the largest cloud operators, turn into enough sales and profit to support a roughly $445 billion market value? Cisco booked $5.3 billion of AI infrastructure orders from those customers through fiscal third-quarter 2026 and must add about $3.7 billion in the final quarter to reach its $9 billion full-year goal, nearly twice the prior quarter’s $1.9 billion.
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15 Jul
AT&T’s 12% Cash-Flow Yield Looks Toward Starlink and Earnings

AT&T’s 12% Cash-Flow Yield Looks Toward Starlink and Earnings

AT&T Inc. now trades at an implied free-cash-flow yield close to 12% based on current guidance, even as analysts push down the stock for satellite competition risk. Next week’s earnings come down to one thing for the market: will the company pull in enough cash to keep up both its network build and returns for shareholders, together equal to about 10.5% of equity value?
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15 Jul
Sandisk $41.6 bln in contracts now up against buyer-hedge test

Sandisk $41.6 bln in contracts now up against buyer-hedge test

Sandisk Corporation shares fell 12.4% in early U.S. trading Wednesday as traders weighed a new challenge to the storage firm’s efforts to manage memory cycles. CoreWeave, Inc., which locked in a long-term supply deal with Sandisk, is looking at ways to hedge against a possible drop in chip prices, according to a source cited by Reuters. The person said discussions are at an early stage and there’s no trade yet.
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15 Jul
Micron (NASDAQ:MU) drops more than CXMT’s IPO valuation as China DRAM risk hits shares

Micron (NASDAQ:MU) drops more than CXMT’s IPO valuation as China DRAM risk hits shares

Micron Technology, Inc. shed around $94 billion in market value by late Wednesday morning, more than the $85.6 billion valuation expected for ChangXin Memory Technologies’ Shanghai debut. The stock dropped 8.4% to $900.78 at 11:52 a.m. EDT as investors looked at whether a nearly doubled capital raising could bring new DRAM supply faster. DRAM is used in servers, PCs and phones. That’s a sharp move for a rival that hasn’t started trading yet.
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15 Jul
Alibaba gains about $17B after Apple AI clearance, revenue still to come

Alibaba gains about $17B after Apple AI clearance, revenue still to come

Alibaba Group Holding Limited jumped 6.2% in late-morning New York trade after China approved Apple Intelligence for local use and Alibaba said Qwen would get integrated across Apple’s main operating systems in China. Alibaba’s American depositary receipts climbed $6.95, adding about $16.7 billion in equity value, based on its 2.40 billion shares outstanding. The companies didn’t give any launch date or commercial terms.
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15 Jul
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