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Technology 3 July 2026 - 6 July 2026

NVIDIA (NASDAQ:NVDA) faces $200 mark as $126B test looms after chip drop

NVIDIA (NASDAQ:NVDA) faces $200 mark as $126B test looms after chip drop

NVIDIA Corporation comes into the new week eyeing the $200 level. Shares were last seen at $194.83, giving the chipmaker a market cap near $4.75 trillion. With that size, every $1 in the stock is equal to roughly $24.4 billion in market value. If NVDA gets back to $200, that’s an extra $126 billion. U.S. stocks were closed Friday, July 3, for the Independence Day holiday, as listed on Nasdaq’s 2026 equity and options calendar. NYSE also listed the July 3 shutdown. Trading resumes on Monday, following the extended weekend.
MP Materials drop raises questions on mine-to-magnet strategy

MP Materials drop raises questions on mine-to-magnet strategy

MP Materials Corp opened Monday with fewer links to China than investors may read from the drop in the stock in June. The rare-earth miner reported it had zero revenue from rare-earth concentrate in the first quarter, versus $30.1 million a year ago, since it stopped selling concentrate in July 2025. Revenue from NdPr oxide and metal was up at $71.1 million. The recent share move looks tied to the cost and timing of building out U.S. magnet capacity, not a hit to China business. MP shares lost 13.4% during June, most of it after China put MP on its export-control list, The Motley Fool said, citing S&P Global Market Intelligence numbers. The stock's last trade was $53.31, off 1.8%, with a market cap around $9.49 billion, ahead of the regular U.S. open.
CoreWeave (NASDAQ:CRWV) falls as Nasdaq-100 spot faces pressure, Meta cloud worries weigh on AI pricing

CoreWeave (NASDAQ:CRWV) falls as Nasdaq-100 spot faces pressure, Meta cloud worries weigh on AI pricing

CoreWeave heads into Monday with something different than the usual AI stock issues. The Nasdaq closed Friday for the Independence Day holiday, so Thursday’s finish is the latest print: $81.75 a share, off 4.6% for the day, down 15.4% from the previous Friday. Stocks gained in a four-day week, with the Dow, S&P 500, and Nasdaq Composite all up. CoreWeave dropped sharply on high volume.
Super Micro (NASDAQ:SMCI) falls under AI offering price as Taiwan review keeps focus on funding

Super Micro (NASDAQ:SMCI) falls under AI offering price as Taiwan review keeps focus on funding

Super Micro Computer, Inc. starts the week with shares trading below the recent capital-raise level. Investors are sticking to a cautious stance on the AI server company, weighing the $39 billion order headline against possible costs. U.S. stock markets were closed Friday, July 3, for Independence Day observed. Nasdaq says regular trading runs from 9:30 a.m. to 4 p.m. ET. Markets reopen Monday, July 6.
Oracle (NYSE:ORCL) shares slump as AI backlog now tops company’s market cap

Oracle (NYSE:ORCL) shares slump as AI backlog now tops company’s market cap

Oracle Corporation goes into the July 6 restart facing an unusual challenge for the market—its cloud order backlog is bigger than the company’s equity value. Shares finished at $140.27 on July 2. That put Oracle’s market cap at roughly $408.5 billion. At the end of its fiscal fourth quarter, Oracle showed $638 billion in RPO. So the market cap is about 0.64 times the reported backlog. U.S. stock markets were closed on Friday, with the NYSE observing the Independence Day holiday on July 3. Regular trading hours are 9:30 a.m. to 4 p.m. ET on standard sessions. For Oracle, the last normal cash close before the break came on July 2.
BlackBerry (NYSE:BB; TSE:BB) surge highlights $200 million convertible-note deal

BlackBerry (BB) heads into the week after QNX surge, valuation now in focus

BlackBerry Limited goes into this week with a changed story from last month. Shares have already moved up. U.S. markets had a holiday-shortened session. Now the market is watching to see if investors will value BlackBerry like a software name while revenue stays modest. U.S. markets stayed closed Friday for the Independence Day holiday. The Toronto Stock Exchange was shut Wednesday for Canada Day but traded as usual Friday. NYSE trading hours are set to return Monday unless there is a separate halt. The TMX calendar lists July 3 as a U.S. holiday for special settlement, not a closure for Canadian markets.
Apple’s $210B foldable iPhone rally faces Fed, earnings hurdles

Apple’s $210B foldable iPhone rally faces Fed, earnings hurdles

U.S. markets were closed Friday for Independence Day. Apple Inc. wrapped the week with Thursday’s close at $308.63, up 4.84%. Reuters said Nikkei Asia reported Apple has plans for five new iPhone models. For the week, Apple rose 8.76%. That compares with a 2.1% gain in the Nasdaq Composite. The move was less about direction, more about how big it was. Apple’s latest rally tacked on around $210 billion in market cap in a single day. Nikkei Asia, via MacRumors, reported Apple asked suppliers to get ready for 10 million foldable iPhones this year, up from an earlier plan for 7 million to 8 million units. The same story quotes IDC on an average price of $2,500 for the foldable.
Nokia Oyj (HEL:NOKIA) trades up on low volume, trails OMXH25 ahead of Q2 order figures

Nokia Oyj (HEL:NOKIA) trades up on low volume, trails OMXH25 ahead of Q2 order figures

Nasdaq Helsinki is closed for the weekend. The focus isn’t on Friday’s bounce. Traders now want to see if Nokia Oyj can turn that broker-driven rebound into something stronger before second-quarter results hit July 23. Nokia finished Friday at 11.17 euros, up 3.57% after hitting its session high right at the close. Still, shares dropped 1.93% over the week. OMX Helsinki 25 gained 1.57% Friday and 2.03% for the week, putting Nokia 3.96 points behind the benchmark.
SpaceX (NASDAQ:SPCX) Starlink launch sees Falcon 9 booster used for chip tests ahead of Nasdaq-100 inclusion

SpaceX (NASDAQ:SPCX) Starlink launch sees Falcon 9 booster used for chip tests ahead of Nasdaq-100 inclusion

CAPE CANAVERAL, Florida, July 5, 2026, 09:06 Space Exploration Technologies Corp. tried out a new use for its Falcon 9 during a regular Starlink launch from Florida, flying recoverable industrial payloads. The rocket took off from Space Launch Complex 40 at 6:50 a.m. EDT with 29 Starlink satellites and two Besxar Space Industries semiconductor pods loaded on the first stage. The pods rode the rocket for eight minutes and 19 seconds before returning. SpaceX confirmed Starlink deployment at 8:30 a.m. EDT, Spaceflight Now said.
Corning stock drops 11% in post-rally trade as AI fiber hopes hit test

Corning stock drops 11% in post-rally trade as AI fiber hopes hit test

Corning Incorporated heads into next week with a clearer setup after the U.S. holiday. The question now is if investors are still willing to pay up for an AI-infrastructure story after the stock’s sudden drop. The New York Stock Exchange and Nasdaq were shut Friday, July 3, for Independence Day observed. That left Thursday’s close as the last regular U.S. price until trading restarts Monday. Corning last finished at $196.79, falling $23.84, or 10.81%, with a range from $193.54 to $224.01, according to MarketWatch. The intraday range came to $30.47, or about 15.5% of the close.
AST SpaceMobile nears Wall Street target after 19% jump in shortened holiday week

AST SpaceMobile nears Wall Street target after 19% jump in shortened holiday week

AST SpaceMobile, Inc. finished the shortened U.S. trading week up 19.15% at $85.13. The move came after Reuters said Japan plans to give up to 148 billion yen, or $912 million, to Rakuten Group for a satellite communications network. Rakuten is reportedly in talks with AST SpaceMobile to set up a joint venture for that project. No regular U.S. stock trading happened Friday. NYSE and Nasdaq both show July 3, 2026, as a market holiday for Independence Day.
Bloom Energy surges into Russell as $25B AI contract faces up $77B market cap

Bloom Energy surges into Russell as $25B AI contract faces up $77B market cap

Bloom Energy Corporation goes into the week as a large-cap growth name, shifting from its old small-cap fuel-cell label. A short trading week in the U.S. showed just how much trading in BE now tracks index moves and AI-linked power order deals. U.S. stock markets were closed Friday in honor of Independence Day. The NYSE 2026 holiday schedule lists July 3 as a market holiday, since July 4 lands on a Saturday this year. Trading will open again on Monday, July 6.
CoreWeave slides as Meta risk hangs over backlog defense

CoreWeave slides as Meta risk hangs over backlog defense

CoreWeave, Inc. headed into the extended U.S. holiday break with shares showing more strain than momentum. U.S. equity markets were closed Friday, July 3, for the Independence Day observance. Trading also paused Saturday. NYSE’s posted 2026 calendar confirms July 3 as a holiday closure. CoreWeave shares fell 4.60% to $81.75 on Thursday, slipping on volume of 32.79 million, which topped its 65-day average. The stock was down 15.36% for the past five days, erasing more than what was left of its 14.15% year-to-date gain. It finished about 18% above its 52-week low and well below its high, with a 52-week range between $63.80 and $163.66, according to MarketWatch.
Oracle stock’s $638 billion backlog fails to stop worst selloff in years

Oracle stock’s $638 billion backlog fails to stop worst selloff in years

Oracle Corporation enters the long U.S. holiday weekend with an odd split in its numbers: contracted demand has grown larger than the company’s market value, while the stock has kept falling. U.S. equity markets were closed Friday, July 3, for Independence Day observed, with normal NYSE and Nasdaq hours listed as 9:30 a.m. to 4:00 p.m. ET on regular trading days. Oracle’s last regular-session print was Thursday’s $140.27 close, down 1.56%, after touching an intraday low of $138.83. Volume was 44.27 million shares, about 56% above Google Finance’s listed average volume of 28.37 million.
Cisco (NASDAQ:CSCO) drops $4.32 in short week, dividend in focus

Cisco (NASDAQ:CSCO) drops $4.32 in short week, dividend in focus

Cisco Systems, Inc. heads into the week with only a minor dividend and faces another price test. U.S. equity markets were closed Friday for the Independence Day holiday observed on July 3. The NYSE has July 3, 2026, listed as the Independence Day market holiday. Cisco ended Thursday down 3.69% at $112.69, off $4.32 for the day. Google Finance showed the after-hours price at $112.48 and noted the company’s next ex-dividend date as July 6, with a $0.42 quarterly payout. MarketWatch called it Cisco’s third drop in a row, putting shares 13.56% below their 52-week high of $130.37 from June 4.
Mobileye (NASDAQ:MBLY) pares gains as buyback overhang weighs after 22% jump

Mobileye (NASDAQ:MBLY) pares gains as buyback overhang weighs after 22% jump

Mobileye is set to reopen Monday after racking up strong gains last week, but holders may now be trying to figure out whether the move was driven by real buying or just changes in float math. Nasdaq was shut Friday, July 3, for the Independence Day holiday. Regular hours are 9:30 a.m. to 4 p.m. Eastern. Shares finished Thursday at $9.57, off 1.03% for the session. That’s still up 22.5% from last Friday’s close at $7.81. Most of the rally came June 30, when Mobileye jumped 16.63% on volume of 12.84 million shares.
Marvell (NASDAQ:MRVL) falls as AI data-center surge cools into holiday week

Marvell (NASDAQ:MRVL) falls as AI data-center surge cools into holiday week

U.S. markets closed on Friday for the Independence Day holiday, so Marvell's last full session was Thursday. Nasdaq says July 3, 2026, will be a holiday. NYSE also has that date as the observed Independence Day. Marvell traded higher early Tuesday but then dropped sharply. Shares ended the week 17.7% under Tuesday’s close and down 8.1% from the last Friday close at $266.77. The week was short, but losses were heavy.
Microsoft (NASDAQ:MSFT) rebound puts AI hopes to the test, tech lags over holiday week

Microsoft (NASDAQ:MSFT) rebound puts AI hopes to the test, tech lags over holiday week

Nasdaq and NYSE will be shut July 3 for the Independence Day holiday, so Thursday’s session is the last regular equity close until trading opens again next week. Nasdaq’s normal hours are 9:30 a.m. to 4:00 p.m. ET. Microsoft Corporation ended July 2 at $390.49, up 1.6% on the day and giving the company a market cap close to $2.91 trillion. Shares were up 4.7% from the June 26 close. Over the same stretch, State Street Technology Select Sector SPDR ETF slipped 0.3%, while SPDR S&P 500 ETF Trust gained 2.2%.
Netflix (NASDAQ:NFLX) jumps, adding $14.6B in market cap as Nasdaq edges down ahead of July 4

Netflix (NASDAQ:NFLX) jumps, adding $14.6B in market cap as Nasdaq edges down ahead of July 4

NEW YORK, July 3, 2026, 14:14 EDT. Netflix shares surged, sending its value up $14.6 billion, while the Nasdaq traded lower ahead of the July 4 holiday. Netflix, Inc. heads into the holiday with a quick and focused rally. Most of the stock's gain over the last five days hit in a single trading session, where volume jumped about 33% above its 65-day average. U.S. equities won’t trade on Friday for the observed Independence Day holiday, and the Nasdaq’s own calendar marks July 3 as a closed day.
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Stock Market Today

  • U.S. stock futures trade higher as tech lifts premarket
    July 6, 2026, 5:13 AM EDT. U.S. stock futures moved up early Monday, with tech names leading premarket action. Investors are bracing for a light economic calendar, looking mainly to Wednesday's Fed June minutes for hints on policy. News from companies is taking most of the attention in this quiet data stretch. Nvidia, Micron and others are active in the early session, and traders are also watching developments at SpaceX. The coming Fed minutes could shape the outlook for rates as markets stay volatile.
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