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Technology 2 July 2026 - 4 July 2026

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.
Kraken Robotics (CVE:PNG) lags after bumping 2026 forecast on Covelya deal close

Kraken Robotics (CVE:PNG) lags after bumping 2026 forecast on Covelya deal close

Kraken Robotics Inc. traded higher Friday after it closed the C$615 million Covelya Group acquisition. Shares were up 4.71% to C$6.67 at 12:49 p.m. EDT. Market cap sat at C$2.05 billion, according to Google Finance. Volume was 745,380 shares against an average of 1.41 million. Canadian markets traded as usual, not on holiday hours. Activity data on TMX Money was still updating at 12:53 p.m. ET.
BlackBerry (NYSE:BB; TSE:BB) surge highlights $200 million convertible-note deal

BlackBerry (NYSE:BB; TSE:BB) surge highlights $200 million convertible-note deal

BlackBerry Limited heads into next week with its U.S. shares still well above the trigger for a $200 million convertible-note deal, an investor focus that stands out in the usual chatter on the stock. U.S. markets were closed Friday for Independence Day observance, while in Toronto the S&P/TSX composite added 1.0% to 35,333.96 as of 10:23 a.m. ET. U.S.-listed shares changed hands Thursday at $11.51, down 10.2%. The stock swung from $11.21 to $13.00. Over on the TSX, Google Finance showed a Friday trading range of C$15.91 to C$16.34 and 956,880 shares moved.
3 July 2026
Micron Technology (NASDAQ:MU) sheds $202 billion in market cap in two-day chip selloff before holiday

Micron Technology (NASDAQ:MU) sheds $202 billion in market cap in two-day chip selloff before holiday

U.S. stock markets closed Friday for the Independence Day holiday, leaving Micron Technology with a two-session slide going into the break. The company’s shares dropped from $1,154.29 on Tuesday to $975.56 at Thursday’s close, down 15.5%. That move wiped out roughly $202 billion in market cap, based on MarketWatch’s figure of 1.13 billion shares. The loss is the trade here. It’s about four times where Micron set its midpoint for fiscal Q4 revenue and about 11 times the adjusted free cash flow Micron reported for fiscal Q3. The company guided for $50.0 billion, give or take $1.0 billion, in fiscal Q4 revenue, and said fiscal Q3 adjusted free cash flow came in at $18.3 billion.
Sivers Semiconductors stock retakes SEK 57 issue price after SEK 700 million raise, but turnover tells harder story

Sivers Semiconductors stock retakes SEK 57 issue price after SEK 700 million raise, but turnover tells harder story

Sivers Semiconductors AB shares traded at SEK 57.40 at 1130 GMT+2, up 17.14%, after opening at SEK 52.55. That put the stock just above the SEK 57 price used in the company’s SEK 700 million directed share issue, after the shares closed at SEK 49.00 on Thursday. Nasdaq Stockholm was in a regular session at the dateline time. Its main-market equities hours are 0900-1730 local time, and July 3 is not listed among Stockholm’s 2026 closed days or half days.
Intel heads toward $646 billion mark following 9% chip slide

Intel drops $112 billion in value ahead of July break, putting chip recovery to test

Intel Corporation heads into the new trading week facing more than just Thursday’s 5.25% slide. Since its June 30 high, the stock has lost around $112 billion in market cap, wiping out much of the value gained on hopes for a faster server CPU cycle and foundry business shift. U.S. markets are closed Friday. Nasdaq’s 2026 schedule puts July 3 down as a holiday for Independence Day, so no trading. Regular hours for Nasdaq are 9:30 a.m. to 4 p.m. ET on trading days. Markets reopen Monday, July 6.
NVIDIA Corporation (NASDAQ:NVDA) stock tests $200 as chip selloff shifts to AI capacity risk

NVIDIA (NASDAQ:NVDA) holds as 210,000-GPU cloud move set for July milestone

NVIDIA Corporation heads into the extended U.S. holiday with shares that outperformed the chip sector overall but are still held back by Wall Street’s latest concern: how much future sales will come from customers relying on Nvidia-funded infrastructure. Nasdaq will be closed July 3 for Independence Day observed. Regular trading hours are 9:30 a.m. to 4 p.m. Eastern. Nvidia ended Thursday at $194.83, off 1.39%, with 142.4 million shares traded. That's 17.6% under its May 14 peak of $236.54. The after-hours quote was $194.43.
AT&T (NYSE:T) faces $15B Starlink impact with July earnings on deck

AT&T (NYSE:T) faces $15B Starlink impact with July earnings on deck

U.S. markets are closed Friday as the New York Stock Exchange marked July 3 as Independence Day observed. AT&T Inc. won’t trade. The stock last changed hands at $20.58 after Thursday’s close, leaving it down 9.4% for the week, per Dow Jones Market Data cited by MarketWatch. The lost equity is harder to spot. AT&T has a $144.6 billion market cap and a $20.58 share price, which suggests about 7.03 billion shares. After a 9.4% drop, last week’s price would have been close to $22.72, wiping out about $15.0 billion in value. That’s almost as much as all of Charter Communications Inc., which has a $17.4 billion market cap.
Meta Platforms (NASDAQ:META) surge values AI cloud bet at $128 billion

Meta’s (NASDAQ:META) $145B AI cloud plan to get investor reaction

Meta Platforms is said to be planning a move into cloud, shifting the focus for the stock from building AI to selling compute. Bloomberg reported the company would offer AI computing and models to other firms, putting it in direct play with Amazon.com, Microsoft, and Alphabet. Meta did not comment to Reuters on the story. NYSE and Nasdaq calendars both show July 3 as a full holiday for Independence Day, so the last U.S. equity prices available are from late Thursday. Meta closed at $582.90, down 4.9%. CoreWeave fell 4.6%, and Nebius Group dropped 5.9%.
Snap (NYSE:SNAP) tops Nasdaq, but light trading draws more attention to revenue

Snap (NYSE:SNAP) tops Nasdaq, but light trading draws more attention to revenue

Snap Inc. climbed Thursday, bucking weakness in tech names. The stock’s fifth day up, but volume was below average. That suggests fewer buyers are jumping in during the latest move. Snap ended the day up 1.89% at $4.84, beating the Nasdaq Composite, which dropped 0.80% to 25,832.67 as chip names weighed on the index. Volume came in at 37.2 million shares, about 8.1 million below Snap’s 50-day average. The stock is still trading well under its 52-week high of $10.41.
Aehr Test Systems stock slides as Russell deletion and rich AI orders math collide

Aehr Test Systems stock slides as Russell deletion and rich AI orders math collide

Aehr Test Systems, Inc. dropped sharply on Thursday, with the small-cap semiconductor test equipment maker trading down about 21% at $66.74 as of the latest available data near 1:50 p.m. EDT. The stock opened at $84.20, rose as high as $87.51, then fell as low as $66.38, a 24% high-to-low break in the same session. The selloff was far heavier than the broader tape. Invesco QQQ Trust was down about 2.3%, while iShares Russell 2000 ETF was off about 1.3%, based on the same latest quote set.
BlackBerry (TSX:BB) gains put focus on buyback math and valuation after QNX update

BlackBerry (NYSE:BB; TSE:BB) rally pauses as note conversion faces test

BlackBerry Limited shares dropped sharply Thursday, but the daily move wasn’t the whole story. The recent rally has brought the company’s convertible notes into focus as investors rethink the valuation for its QNX embedded systems business. BlackBerry’s U.S. shares were at $11.68 as of 11:54 a.m. EDT, off $1.13 from the previous close. The stock opened at $12.75 and touched $13.00 earlier in the session. Trading volume reached 28.4 million shares. That’s under the 43.7 million average from Google Finance, but still kept BlackBerry active ahead of the U.S. holiday break.
AMD (NASDAQ:AMD) edges lower as market looks at $1 trillion CPU potential

AMD (NASDAQ:AMD) edges lower as market looks at $1 trillion CPU potential

Shares of Advanced Micro Devices slipped Thursday, despite more bullish price targets from big Wall Street firms. The market is debating whether AMD’s AI value still sits with its CPUs instead of GPUs. The stock fell 3.5% to $521.78 in late-morning trading in the U.S., giving it a market cap of about $861.4 billion and a trailing P/E ratio of 171.2, based on the latest quote. It closed at a record $580.91 on June 30, putting its market value close to $947 billion, according to Barron’s.
Apple (NASDAQ:AAPL) shares up, leaving little margin for error on AI upgrade story

Apple (NASDAQ:AAPL) shares up, leaving little margin for error on AI upgrade story

Apple Inc. jumped 3.9% to $305.81 at about 10:50 a.m. in New York, tacking on around $168 billion in market value. That move cut against the broader tape: Invesco QQQ Trust slipped 0.8%, while SPDR S&P 500 ETF Trust traded up 0.2%. The focus is on the gap here—Apple is being pushed back toward its June highs even as fresh survey data raises doubts about whether AI features are making iPhone owners upgrade any faster. UBS analyst David Vogt wrote Thursday that roughly 24% of survey respondents now say they would upgrade sooner due to Apple Intelligence, a drop of 500 basis points from the last six months. At the same time, about 31% reported the new features have no impact, up 300 basis points. UBS added that iPhone purchase intent in China slipped to around 15%. The average iPhone age in the installed base remains high at about 22.9 months.
Nokia (HEL:NOKIA) shares drop as FMR cuts stake below 5% ahead of Q2

Nokia (HEL:NOKIA) shares drop as FMR cuts stake below 5% ahead of Q2

Nokia Oyj dropped in Thursday’s midday trading in Helsinki, heading lower even as the overall market stayed firm, after new filings revealed FMR LLC’s stake slipped under the 5% voting-rights threshold. The move comes with three weeks to go before Nokia’s Q2 report. Nasdaq says Helsinki stocks trade 10:00–18:30 local time. As of 15:02 EEST, Google Finance had Nokia at 11.14 euros, down 2.15%. The gap is notable since Nokia dropped about 2% on Thursday even as the local market was higher. Trading Economics had the Helsinki index up 0.19% and the Helsinki 25 up 0.41% on July 2.
EchoStar Dish bankruptcy raises questions on $3.6 billion wireless claim shortfall

EchoStar Dish bankruptcy raises questions on $3.6 billion wireless claim shortfall

EchoStar’s looming bankruptcy issue goes beyond the $2 billion note coming due. The market focus is now on the $2.4 billion FCC trust compared to over $6 billion in 5G shutdown claims that are being disputed. Numbers from the court filings suggest a gap of more than $3.6 billion, topping 12% of EchoStar’s current market cap. Dish DBS and units filed for a prepackaged bankruptcy on June 30. Over 88% of secured and unsecured noteholders, who also hold more than $8.8 billion in Dish Wireless debt, agreed to the restructuring plan, according to the company. Dish DBS said it needed to file because the AT&T deal hadn't closed, so it didn't have the liquidity to pay the July 1 notes and meet other obligations.
UiPath (NYSE:PATH) rally sticks as ARR focus moves weight to H2

UiPath (NYSE:PATH) rally sticks as ARR focus moves weight to H2

UiPath Inc. traded at about $11.55 ahead of Thursday’s open. That’s near MarketBeat’s $11.60 extended-hours quote from 6:31 a.m. EDT. Shares climbed 6.1% in the regular session Wednesday. The NYSE hadn’t started core hours yet; official trading goes from 9:30 a.m. to 4 p.m. Eastern, with Friday, July 3, set as the Independence Day observed holiday. The bigger challenge for investors isn’t the first-day stock reaction. It’s the renewal math. UiPath’s Q1 report put ARR at $1.901 billion as of April 30. Net new ARR for Q1 totaled $49 million. The company guided for July-quarter ARR between $1.929 billion and $1.934 billion, and sees fiscal 2027 ARR coming in between $2.058 billion and $2.063 billion. CEO Daniel Dines said the quarter was a “strong start,” pointing to agentic products shifting from pilot to production. Operating chief and CFO Ashim Gupta pointed to “operational discipline,” adding UiPath posted its first-ever GAAP profit for the first quarter.
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Stock Market Today

  • GetBusy Insiders Buy £2.61M in Shares But Shares Drop 10%
    July 4, 2026, 5:27 AM EDT. GetBusy plc (LON:GETB) insiders have picked up £2.61 million in shares at an average £0.79 each, but the stock dropped 10.0% to £0.63, trimming their position to £2.08 million. Non-Executive Director Clive Rabie put in £1.3 million at £0.82, higher than the current price. Insiders have been net buyers in the past year, adding 3.31 million shares and selling almost none. They now hold roughly 42% of GetBusy, or about £13 million. There haven't been insider trades in the last three months. Previous buying shows insiders remain cautiously optimistic about the company.
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