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.

5 July 2026

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.

5 July 2026

NYSE:BB·Technology·TSE:BB

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.

5 July 2026

Apple·Earnings·NASDAQ:AAPL·Stock Market·Technology

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.

5 July 2026

Earnings Reports·HEL:NOKIA·Stock Market·Technology

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

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.

5 July 2026

NASDAQ:SPCX·Starlink·Stock Market·Technology

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.

5 July 2026

Artificial Intelligence·NYSE:GLW·Stock Market·Technology

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.

4 July 2026

NASDAQ:ASTS·Space Industry·Stock Market·Technology

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.

4 July 2026

Artificial Intelligence·NYSE:BE·Stock Market·Technology

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.

4 July 2026

NASDAQ:CRWV·NASDAQ:META·NASDAQ:NBIS·NASDAQ:NVDA·Stock Market·Technology

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.

4 July 2026

NYSE:ORCL·Stock Market·Technology

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.

4 July 2026

Dividends·NASDAQ:CSCO·Stock Market·Technology

Himax (NASDAQ:HIMX) navigates one-time gain as chip sector slumps

It’s Saturday in Taipei and Himax didn’t trade in the Friday U.S. session. Nasdaq holidays show July 3, 2026, closed for Independence Day, so this is both the wrap for last week and a look at next week.

4 July 2026

NASDAQ:HIMX·Semiconductors·Stock Market·Technology

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.

4 July 2026

NASDAQ:MBLY·Stock Market·Technology

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.

4 July 2026

Artificial Intelligence·Data Centers·NASDAQ:MRVL·Stock Market·Technology

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.

4 July 2026

Artificial Intelligence·Microsoft·NASDAQ:MSFT·Stock Market·Technology

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

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.

3 July 2026

NASDAQ:NFLX·Stock Market·Technology

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.

3 July 2026

Robotics·Stock Market·Technology·TSXV:PNG

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.

3 July 2026

NYSE:BB·Technology·TSX:BB

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.

3 July 2026

NASDAQ:MU·Stock Market·Technology

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.

3 July 2026

Semiconductors·STO:SIVE·Stock Market·Technology

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Chicago Fed National Activity Index

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PDD Holdings earnings

The day’s largest scheduled equity report can move PDD and the broader China-internet / e-commerce complex through revenue growth, margins and Temu commentary.

XPeng earnings

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View full calendar

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

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

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

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

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

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

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

CoreWeave slides as Meta risk hangs over backlog defense

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

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

Himax (NASDAQ:HIMX) navigates one-time gain as chip sector slumps

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

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

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

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

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

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

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

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

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