Today: 13 July 2026
IBM Stock Trades at 22x, But Nvidia and Oracle Change the Picture
13 July 2026

IBM Stock Trades at 22x, But Nvidia and Oracle Change the Picture

International Business Machines was up about 1% near $290 in early trading Monday in New York after Jim Cramer gave the stock another boost. He pitched IBM as a safer bet for investors who want in on AI but want to avoid what he called “the cauldron of the data centers.” “I think this one works,” Cramer said.
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Nvidia’s $373 Billion Rally Faces 70% Earnings Jump

Nvidia’s $373 Billion Rally Faces 70% Earnings Jump

13 July 2026
Nvidia Corporation gained around $373 billion in market cap over the last five sessions ended Friday, but saw about $69 billion wiped out before markets opened Monday. Chip stocks slipped. Around 8 a.m. ET, Nvidia was trading at $208.11, off 1.35%, after the $210.96 close on Friday.
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Oracle Stock’s $638 Billion Order Book Faces a $42 Billion Cash Test

Oracle Stock’s $638 Billion Order Book Faces a $42 Billion Cash Test

Oracle Corporation 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.
12 July 2026
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Pfizer (NYSE:PFE) scores FDA approval but Wall Street reaction muted

Pfizer (NYSE:PFE) scores FDA approval but Wall Street reaction muted

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.’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 Pfizer’s patent losses.
12 July 2026
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Space Stocks Week Ahead: Can SpaceX’s Nasdaq-100 Entry Reverse the Selloff?

Space Stocks Week Ahead: Can SpaceX’s Nasdaq-100 Entry Reverse the Selloff?

No, not on its own. Space Exploration Technologies’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, AST SpaceMobile and Planet Labs slid 16.7%. The split suggests validation is concentrating capital in the leader, not widening appetite for smaller space stocks.
12 July 2026
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Rivian Stock’s $1.32 Billion Raise Came With a $3.4 Billion Repricing

Rivian Stock’s $1.32 Billion Raise Came With a $3.4 Billion Repricing

Rivian Automotive 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.
12 July 2026
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Microsoft Stock Slips Before Open as $190 Billion AI Bet Faces Wall Street Test

Microsoft Stock Forecast: Three Target Cuts Slice 10% Off — Yet Still Point to 33% Upside

Microsoft 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.
12 July 2026
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Nokia shares jumped on €5.5B defense-AI news—Ericsson moves in focus

Nokia shares jumped on €5.5B defense-AI news—Ericsson moves in focus

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12 July 2026
Nokia Oyj 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 from Nokia and Tesi tied to the partnership.
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Xero sets 30-day staff deadline, investors eye 43% stock-pay ratio

Xero sets 30-day staff deadline, investors eye 43% stock-pay ratio

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12 July 2026
Xero Limited has told employees rated “Below Expectation” to either take voluntary severance or go on a 30-day performance-improvement plan. The company is getting stricter as it ramps up its push into artificial intelligence and U.S. payments. CEO Sukhinder Singh Cassidy wrote to staff, “As AI changes how work gets done, we have the chance to redefine how small business finance works.” The change follows a 58% spike in non-cash share-based payment expense to NZ$240.1 million, or 43.3% of Xero’s free cash flow. That’s up from 30.0% a year ago.
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Fed’s Bowman Calls for Flexible Global Rules, Says U.S. Banks May Hold $320 Billion Extra

Fed’s Bowman Calls for Flexible Global Rules, Says U.S. Banks May Hold $320 Billion Extra

Fed Vice Chair for Supervision Michelle Bowman told the Financial Stability Board on Monday that global rules should be flexible and based on risk, not hard standards. She warned in London that a one-size-fits-all system “erodes the FSB’s effectiveness.” The FSB, which handles coordination of financial regulation for big economies, plans to put out draft modernization principles for consultation this fall before sending a report to the Group of 20.
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13 Jul
Oracle drops after $260 billion AI lease plan

Oracle drops after $260 billion AI lease plan

Oracle Corporation lost 2.9% to $136.52 in early trading Monday in New York, bringing its valuation down to roughly $397.5 billion. Some investors are weighing the company’s outstanding AI orders against a big number from the credit market: $260 billion in future data-center lease payments. Last week, S&P Global Ratings downgraded Oracle to BBB-, its lowest investment-grade rating, saying those obligations count toward adjusted debt.
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13 Jul
Agenus (NASDAQ:AGEN) Stock Rockets 59% Premarket—But Its $340 Million Lifeline Could Nearly Triple the Share Count

Agenus (NASDAQ:AGEN) Stock Rockets 59% Premarket—But Its $340 Million Lifeline Could Nearly Triple the Share Count

Agenus Inc. surged 59.4% to $5.34 in premarket trading on Monday after agreeing to an $85 million private placement, a stock sale to selected investors, with warrants that could lift gross proceeds to $340 million. Warrants give holders the right to buy additional shares at fixed prices. The move came before the 9:30 a.m. market open, while Nasdaq futures were down about 1%.
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13 Jul
XRP Price Near $1 Hides a 97% Collapse in Whale Transfers

XRP Price Near $1 Hides a 97% Collapse in Whale Transfers

XRP slipped to about $1.06 on Monday after transfers worth more than $1 million fell to two from 70 in a week and U.S. spot exchange-traded funds — stock-market funds designed to track XRP — recorded a $7.18 million weekly outflow. The 97% drop in large-holder activity weakens a bullish case built largely on whale accumulation.
13 Jul
Nu Holdings Bags Mexico Bank Win, Quietly Expands Deposit Cover 16x

Nu Holdings Bags Mexico Bank Win, Quietly Expands Deposit Cover 16x

Nu Holdings Ltd. shares dipped 0.4% to $13.71 ahead of the bell Monday. Investors gave only a muted reaction after the company secured final sign-off for its unit in Mexico to run as a bank. The bigger impact could be behind the scenes, with legal protection on customer deposits set to jump sixteen times once the switch goes through.
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13 Jul
T-Mobile Tightens a $3,200 Switcher Perk — Here’s the Investor Math

T-Mobile Tightens a $3,200 Switcher Perk — Here’s the Investor Math

T-Mobile US has restricted two of its richest switching offers to new wireless accounts, narrowing reimbursements that can reach $800 per line and $3,200 per account. The exception covers customers whose existing account carries only T-Mobile Home Internet or T-Satellite service. Dominick Miserandino, CEO of retail-technology firm RTMNexus, called the change “a deliberate play to cross-sell and diversify its customer base into other high-growth products.”
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13 Jul
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