Today: 14 July 2026
Sandisk Stock’s $3,100 Target Faces $6.2 Billion Delay

Sandisk Stock’s $3,100 Target Faces $6.2 Billion Delay

13 July 2026
Sandisk 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.
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Apple’s iPhone 18 Pro price could jump $200, even as margins stay tight

Apple’s iPhone 18 Pro price could jump $200, even as margins stay tight

Apple Inc. 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.
13 July 2026
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SoundHound AI Stock’s $1.08 Billion Short Bet Just Grew — and CPI Week Is Next

SoundHound AI Stock’s $1.08 Billion Short Bet Just Grew — and CPI Week Is Next

SoundHound AI, Inc. enters the new week with 162.9 million shares sold short as of June 30, or 41.3% of its public float, the shares available for trading. Short interest — stock sold by investors betting on a fall and not yet bought back — rose 1.2% from the prior report, MarketBeat data published Friday showed. Its 6.5 “days to cover” means closing those positions would take an estimated 6.5 average-volume sessions.
13 July 2026
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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

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12 July 2026
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.
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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

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12 July 2026
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.
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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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Salesforce Shares Up 4.8% as Debt Dims Value Pitch

Salesforce Shares Up 4.8% as Debt Dims Value Pitch

Salesforce Inc. 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.
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14 Jul
GE Vernova’s Turbine Boom Is Real. The Stock’s Failed Breakout Tests a 40-Times Cash-Flow Bet

GE Vernova’s Turbine Boom Is Real. The Stock’s Failed Breakout Tests a 40-Times Cash-Flow Bet

GE Vernova 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.
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14 Jul
NuScale’s 85% Selloff Leaves $2.9 Billion TVA Gamble in Doubt

NuScale’s 85% Selloff Leaves $2.9 Billion TVA Gamble in Doubt

NuScale Power dropped 7.6% to $8.35 Monday, hitting a 52-week low and finishing 85.5% below its October high when U.S. cash markets closed. The latest slide is drawing attention to one odd part of its Tennessee Valley Authority deal: under the deal’s current terms, a firm commitment for all 72 planned reactor modules would mean ENTRA1 Energy gets a second payment, around $1.18 billion.
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14 Jul
Palantir’s $400 Billion Target Is Closer Than It Looks — August 3 Earnings Carry the Harder Test

Palantir’s $400 Billion Target Is Closer Than It Looks — August 3 Earnings Carry the Harder Test

Palantir Technologies said after Monday’s U.S. market close that it will report second-quarter results on Aug. 3, also after the close, putting a firm date on the next test of its premium artificial-intelligence valuation. The shares finished 2.6% higher at $130.04 while the Nasdaq Composite fell 1.55%, an outperformance of about 4.1 percentage points.
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13 Jul
AMC Stock’s $200 Million Lifeline Buys Time—but Its Fee Tops a Year of Interest Savings

AMC Stock’s $200 Million Lifeline Buys Time—but Its Fee Tops a Year of Interest Savings

AMC Entertainment Holdings last traded at $1.87 after Monday’s U.S. market close, about 11% below the $2.10 paid by institutional investors in its June share sale. The sharper balance-sheet signal is that the deal’s roughly $11 million placement fee exceeds a full year of the $7.7 million in cash interest AMC says it will save by retiring debt; market commentator Jim Cramer said the turnaround had a “limited shelf life because the balance sheet was heinous.”
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13 Jul
NIO Stock Jumps on Goldman Upgrade—The Real Bet Is a 15.2 Billion Yuan Cash-Flow Swing

NIO Stock Jumps on Goldman Upgrade—The Real Bet Is a 15.2 Billion Yuan Cash-Flow Swing

Shares of NIO Inc., traded in New York as American depositary receipts—U.S.-listed certificates representing foreign shares—closed 3.1% higher at $4.93 on Monday after Goldman Sachs Group Inc. upgraded the Chinese electric-vehicle maker to Buy with a $7 target. The headline is the rating change; the bigger investor bet sits in Goldman’s cash-flow forecast.
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13 Jul
S&P 500 Tech Slide Masked 0.76-Point Shift—Banks in Focus as Results Loom

S&P 500 Tech Slide Masked 0.76-Point Shift—Banks in Focus as Results Loom

S&P 500 dropped 0.8% Monday as chip stocks tumbled and oil spiked nearly 10%, shaking risk appetite. But the bigger story for investors was under the surface: the index’s equal-weight version slipped just 0.03%. A big financials ETF moved up 0.65%, while its tech fund counterpart fell 2.42%. The 0.76 point gap between the main and equal-weight S&P suggested big caps were rotating, not dumping stocks.
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13 Jul
AI stocks signal memory premium starting to fade

AI stocks signal memory premium starting to fade

AI stocks ended Monday in the red, though losses varied across the sector. A group of three memory and storage plays tied to AI dropped 7.2%, nearly double the 3.7% loss for a set of four compute and foundry names. The split points to investors shortening their view on how long shortage-fueled gains can last, despite healthy order books and continued spend on infrastructure.
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13 Jul
Broadcom’s $10 Million Insider-Sale Story Misses a Near-$30 Million Filing Trail

Broadcom’s $10 Million Insider-Sale Story Misses a Near-$30 Million Filing Trail

Broadcom insider-sale reports circulating on Monday capture only part of the recent filing trail. Securities records show $19.9 million of completed sales by Chief Legal and Corporate Affairs Officer Mark Brazeal and director Gayla Delly since June 25, plus Brazeal’s July 10 notice for another $10.0 million block — $29.9 million completed and proposed, not $29.9 million already sold. The notice carries Brazeal’s representation that he knew of no material adverse information that had not been disclosed publicly.
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13 Jul
AMD’s New $675 Target Hits as Market Watches 320 Million Shares

AMD’s New $675 Target Hits as Market Watches 320 Million Shares

Advanced Micro Devices 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.
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13 Jul
Super Micro Stock Looks Cheap—Until a Potential 28% Share-Count Hit Enters the Math

Super Micro Stock Looks Cheap—Until a Potential 28% Share-Count Hit Enters the Math

Super Micro Computer 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.
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13 Jul
Robinhood’s top AI stocks split up $240 billion market cap

Robinhood’s top AI stocks split up $240 billion market cap

Nvidia, Advanced Micro Devices, Dell Technologies and Cisco Systems lost about $232 billion in combined market value during Monday's regular U.S. session. Meanwhile, Alphabet, Microsoft and Meta Platforms picked up a net $6 billion. That left a valuation gap of roughly $238 billion as of 1:52 p.m. EDT.
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13 Jul
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