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Stock Market 14 July 2026

AT&T (NYSE:T) 12% free-cash-flow yield draws fire as Starlink tests pricing

AT&T (NYSE:T) 12% free-cash-flow yield draws fire as Starlink tests pricing

AT&T Inc. closed at $21.30 Tuesday. Shares are up 0.8% over two days, even as Bernstein cut its price target 17% on Starlink risks. The company has a market cap close to $150 billion. AT&T’s latest outlook calls for at least $18 billion in free cash flow in 2026, which works out to about a 12% free-cash-flow yield and covers the current dividend around 2.3 times. Most of that is from the discount.
Dow trades flat as two giants sway index by 922 points

Dow trades flat as two giants sway index by 922 points

Dow Jones Industrial Average barely moved at the close on Tuesday, but what looked like a quiet session masked a 922-point swing between two big names. Goldman Sachs Group added as much as 477 points while International Business Machines cut 445 points from the total. By the bell, the Dow ticked up just 28.92 points, according to early numbers. The surface didn’t tell the whole story.
14 July 2026
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.
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

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.
Okta (NASDAQ:OKTA) tacks on $2.4 billion with cyber-demand premium stretching

Okta (NASDAQ:OKTA) tacks on $2.4 billion with cyber-demand premium stretching

Okta, Inc. surged 10.0% to $153.55 in late Tuesday trading after International Business Machines Corp. said clients had slowed purchases because of broad cyber worries. Okta’s market cap jumped by about $2.44 billion. That’s about 76% of the midpoint in Okta’s fiscal 2027 revenue guidance. Investors are still spending on identity security, even as IBM flagged tighter software budgets.
Lucid (NASDAQ:LCID) slump wipes out almost $1 billion, nearly equal to April funding

Lucid (NASDAQ:LCID) slump wipes out almost $1 billion, nearly equal to April funding

Lucid Group gave up around $948 million in market cap Tuesday after a report said its restructuring adviser was looking at a sale to private owners or a possible bankruptcy filing. That drop is close to 90% of the $1.05 billion capital package it announced in April, based on its last reported share count. The numbers aren’t a direct match, but they show investors moved fast to slash the value of Lucid’s new funding buffer.
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.
TeraWulf slides 8% after Anthropic lease faces $3.5B funding check

TeraWulf slides 8% after Anthropic lease faces $3.5B funding check

TeraWulf Inc. dropped 8.1% to $19.20 by Tuesday afternoon, sinking as low as $18.63, even while tech stocks benefited from softer inflation numbers. Volume was heavy, with more than 36.7 million shares changing hands by 1:16 p.m., already topping its usual daily pace. The disconnect raises questions for investors over how much AI revenue will flow to equity once construction debt is paid off. That’s the issue in focus.
Citigroup Inc. (NYSE:C) stock drops despite 15% profit beat as return target points to slower second half

Citigroup Inc. (NYSE:C) stock drops despite 15% profit beat as return target points to slower second half

Citigroup Inc. shares fell 4.4% to $134.47 by 12:55 p.m. in New York on Tuesday, reversing an early gain of 2% even after the bank beat second-quarter profit estimates by about 15%. The roughly 6.4-percentage-point swing accelerated as management said a stronger business climate would also support more investment. Investors were trading the cost and return path ahead, not the quarter just reported.
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Xylem

NYSE: XYL 94 / 100
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AerCap

NYSE: AER 92 / 100
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Visa

NYSE: V 90 / 100
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Chevron

NYSE: CVX 86 / 100
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UPS

NYSE: UPS 84 / 100
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