Stock Market 13 July 2026

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

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.

13 July 2026

NASDAQ:IBKR·NASDAQ:SNDK·NYSE:EVR·Stock Market

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.

13 July 2026

NASDAQ:SMCI·Stock Market

IonQ Stock Slides 9% as Quantum Rout Erases $2.5 Billion — The Valuation Gap Investors May Be Missing

IonQ Inc. fell 9.4% to $38.82 in Monday afternoon trading, leading a synchronized retreat in D-Wave Quantum, Rigetti Computing and Quantum Computing Inc.. The four stocks erased an estimated $2.51 billion of market value by 1:53 p.m. EDT, with no fresh company-specific catalyst apparent.

13 July 2026

NASDAQ:QUBT·NASDAQ:RGTI·NYSE:IONQ·NYSE:QBTS·Quantum Computing·Stock Market

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.

13 July 2026

Artificial Intelligence·NASDAQ:AMD·NASDAQ:CSCO·NASDAQ:GOOGL·NASDAQ:HOOD·NASDAQ:META·NASDAQ:MSFT·NASDAQ:NVDA·NYSE:DELL·Stock Market

Micron’s $60 Billion Selloff Reveals the 2028 Margin Bet Behind Its ‘Cheap’ Stock

Micron Technology fell 5.3% to $927.10 at 1:51 p.m. EDT on Monday, after touching $902.64, a drop of 7.8%. The retreat erased about $59.8 billion from its equity value compared with Friday’s close as a semiconductor selloff that began in Asia reached U.S. trading.

13 July 2026

NASDAQ:MU·Semiconductors·Stock Market·Technology

JPMorgan Earnings Week Puts $35 Billion at Stake; Citi Hikes Buyback Target

JPMorgan Chase options are pricing in a possible $35 billion move in market value tied to Tuesday’s results. Weekly options suggest a 3.77% swing through Friday, which translates to $34.9 billion on the bank’s $925.1 billion market cap. JPMorgan shares slipped 0.7% to $334.27 on Monday afternoon.

13 July 2026

Earnings Reports·NYSE:C·NYSE:JPM·Stock Market

Vanguard ETF Pair Packs Almost 48% Into Top Nine Stocks

If you split cash half-and-half between Vanguard Total Stock Market ETF and Vanguard Growth ETF, nearly 48% of your portfolio ends up in just nine shared stocks. Those names drove both funds lower Monday. VUG dropped about 1.2% by 12:54 p.m. EDT. VTI and Vanguard S&P 500 ETF were both down about 0.7%. Vanguard High Dividend Yield ETF edged down 0.2%.

13 July 2026

ETFs·NASDAQ:AAPL·NASDAQ:MSFT·NASDAQ:NVDA·Portfolio Management·Stock Market

GE Aerospace Stock’s $368 Billion Valuation Faces a 2.2% Cash-Flow Test

GE Aerospace fell 1.7% to $353.12 by 1:10 p.m. EDT on Monday, leaving it valued at about $368.4 billion three days before its quarterly report. At that price, investors are paying 43.9 to 46.1 times the company’s $8.0 billion-to-$8.4 billion 2026 free-cash-flow guide — cash left after capital spending. That is a demanding hurdle for the next update.

13 July 2026

Aerospace Industry·NYSE:GE·Stock Market

Cramer Ties Walmart Buy Case to Q2 Numbers as Shares Trade at $642 Billion Valuation

Walmart Inc. traded up 0.6% at $114.60 on Monday afternoon, for a market cap near $916.7 billion. A fresh discounted cash flow, or DCF, estimate now values the stock at $34.35 a share. With about 8 billion shares out there, that leaves a valuation gap of around $642 billion.

13 July 2026

Earnings Reports·NASDAQ:WMT·Stock Market

Semiconductor Stocks Drop as Korea’s $576 Billion Plan Rattles AI Supply Outlook

U.S. chip stocks dropped hard Monday, with the Philadelphia semiconductor index sliding 3.6% in late-morning deals as Micron Technology, Sandisk, and SK Hynix paced the losses. Oil prices moved higher on renewed U.S.-Iran fighting, spurring a wider risk-off move. “The conflict is testing whether the stock market’s broad-based growth can hold,” said Alex Guiliano, chief investment officer at Resonate Wealth Partners.

13 July 2026

NASDAQ:ALAB·NASDAQ:AMD·NASDAQ:ARM·NASDAQ:MRVL·NASDAQ:MU·NASDAQ:NVDA·NASDAQ:SKHY·NASDAQ:SNDK·NASDAQ:WDC·NYSE:TSM·Semiconductors·Stock Market

Costco Stock’s Hidden 7% Retention Moat Is Real — Its 46x Valuation Is the Catch

Costco Wholesale shares rose about 0.8% to $923.65 in midday trading on Monday after RBC Capital Markets initiated coverage with a Sector Perform rating — roughly a hold — and a $1,000 price target. That leaves about 8.3% price upside from the current quote.

13 July 2026

NASDAQ:COST·Stock Market

Dow drops 350 points, but two stocks account for more than the full decline

Dow slips late Monday, down 141 points, or 0.27%, to 52,495.85 as of 12:06 p.m. EDT. The blue-chip index was off around 351 points from the session high. S&P 500 shed 0.50%. Nasdaq Composite was down 1.11%.

13 July 2026

NYSE:CAT·NYSE:GS·Stock Market

Nasdaq Slides on Chip Rout, but a Hidden Breadth Gauge Says the Selloff Is Narrow

U.S. stocks split sharply at midday Monday, with the Nasdaq Composite down 0.9% and the S&P 500 off 0.4% by 11:15 a.m. EDT as another memory-chip selloff met a 4.5% jump in Brent crude to $79.41 a barrel. The Dow eased 0.2%, a smaller move than in tech-heavy benchmarks.

13 July 2026

Nasdaq·NYSE:CVX·NYSE:IBM·NYSE:UNH·Stock Market

Oklo Shares Plunge 76%, Still Valued at $5.4 Billion Without Revenue

Oklo Inc. dropped 5.5% to $46.15 in late-morning Monday trading. The stock is still down 76% from its 52-week high of $193.84. Texas Capital Securities kept its Buy rating and $93 price target. Shares remain 52% below the $96.95 average price where Oklo sold 12.4 million shares in Q1, raising $1.18 billion net in an at-the-market deal.

13 July 2026

NYSE:OKLO·Renewable Energy·Stock Market

CHPY vs DRAM: YieldMax Holds Up in an 8% Rout, but 62% of Its 2026 Payouts Were Estimated Return of Capital

The YieldMax Semiconductor Portfolio Option Income ETF fell 3.15% around 11 a.m. EDT on Monday, less than half the 8.23% slide in the Roundhill Memory ETF, as investors cut exposure to this year’s memory-chip rally. SK Hynix sank 15.4% in Seoul, while Micron Technology dropped 6.4% in early U.S. trade.

13 July 2026

BATS:DRAM·Dividend Investing·ETFs·NYSEARCA:CHPY·Stock Market

ONDS Drops, DZYNE Deal Shares Lose $73 Million, Valuation Still Faces 8.3x Sales Hurdle

Ondas Inc. was down about 2.3% to $7.09 late Monday morning. At that level, the roughly 85 million shares going to DZYNE Technologies’ sellers were valued near $602.7 million. That’s about $72.8 million below the $675.48 million listed in a regulatory filing.

13 July 2026

NASDAQ:AVAV·NASDAQ:KTOS·NASDAQ:ONDS·Stock Market

UnitedHealth Faces $4.85 EPS Mark but $25 Is the Real Test

UnitedHealth Group traded up 1.1% to $429.47 late Monday morning, ahead of earnings out Thursday. The coming results may answer near-term EPS questions but the stock price keeps the bigger valuation story going. At $429.47, investors are looking past Q2 adjusted EPS of $4.85. They're effectively betting on about $25 per share in annual EPS by 2028.

13 July 2026

Earnings Reports·NYSE:UNH·Stock Market

Boeing stock’s 10-week buying streak represents just 1% of a day

Citizens Financial Group almost doubled its Boeing Co. stake, according to a Monday report, but the trade isn’t fresh. The filing was signed May 1 and details holdings as of March 31. No indication of a new purchase this week.

13 July 2026

NYSE:BA·Stock Market

Alibaba stock’s 15% AI rally set for key 70% cloud hurdle

Alibaba Group was up 0.9% at $113.33 in late morning New York trade Monday, keeping gains going after its Hong Kong shares jumped 15.6% over four sessions. That stood out with the Nasdaq down 0.8% as U.S.-Iran jitters hit and chip stocks slumped. Alibaba's Hong Kong shares ended 0.45% higher at HK$110.70, after hitting HK$115.10 earlier.

13 July 2026

Artificial Intelligence·Cloud Computing·HKG:9988·NYSE:BABA·Stock Market

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.

13 July 2026

NYSE:IBM·Stock Market·Technology

Stock Market 13 July 2026

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

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

IonQ Stock Slides 9% as Quantum Rout Erases $2.5 Billion — The Valuation Gap Investors May Be Missing

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

Micron’s $60 Billion Selloff Reveals the 2028 Margin Bet Behind Its ‘Cheap’ Stock

JPMorgan Earnings Week Puts $35 Billion at Stake; Citi Hikes Buyback Target

Vanguard ETF Pair Packs Almost 48% Into Top Nine Stocks

GE Aerospace Stock’s $368 Billion Valuation Faces a 2.2% Cash-Flow Test

Cramer Ties Walmart Buy Case to Q2 Numbers as Shares Trade at $642 Billion Valuation

Semiconductor Stocks Drop as Korea’s $576 Billion Plan Rattles AI Supply Outlook

Costco Stock’s Hidden 7% Retention Moat Is Real — Its 46x Valuation Is the Catch

Dow drops 350 points, but two stocks account for more than the full decline

Nasdaq Slides on Chip Rout, but a Hidden Breadth Gauge Says the Selloff Is Narrow

Oklo Shares Plunge 76%, Still Valued at $5.4 Billion Without Revenue

CHPY vs DRAM: YieldMax Holds Up in an 8% Rout, but 62% of Its 2026 Payouts Were Estimated Return of Capital

ONDS Drops, DZYNE Deal Shares Lose $73 Million, Valuation Still Faces 8.3x Sales Hurdle

UnitedHealth Faces $4.85 EPS Mark but $25 Is the Real Test

Boeing stock’s 10-week buying streak represents just 1% of a day

Alibaba stock’s 15% AI rally set for key 70% cloud hurdle

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

TechStock² Updates

Stock Market Today: Live Updates 01.08.2026

Oracle (NYSE:ORCL) Shares Climb 13% After Gemini Deal and Strong Cloud Results Boost Investor Confidence

Inno Holdings (NASDAQ:INHD) Falls 54% as Updated Share Total Suggests $45 Million Valuation

Reddit, Inc. (NYSE:RDDT) Drops 21% as Global Expansion Exposes Monetization Divide

CLARITY Act Outlines Bank Cryptocurrency Fee Growth Amid Stablecoin Deposit Concerns

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