Today: 15 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.
14 July 2026
······
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.
14 July 2026
···
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.
14 July 2026
····
Nokia shares jumped on €5.5B defense-AI news—Ericsson moves in focus

Nokia Faces 72% H2 Profit Hurdle as Ericsson Flags AI Costs

Nokia Oyj’s shares slipped 2.5% to €10.30 in Helsinki at 16:44 EEST after investors reacted to a cost warning from Ericsson. The AI-driven rally is under the microscope, as nearly 75% of the company’s consensus comparable operating profit for the year is still to be generated in the back half. Focus has shifted—demand isn’t the main concern now.
14 July 2026
·····
NIO stock stretches Goldman gain as 2026 targets get tougher

NIO stock stretches Goldman gain as 2026 targets get tougher

NIO Inc. climbed 3.7% to $5.11 in premarket trading Tuesday, building on Monday’s 3.1% rise after Goldman Sachs Group Inc. upgraded the stock to Buy. But the key number is 45,850 — that’s the average monthly deliveries NIO needs in the second half to hit Goldman’s target of 43% full-year volume growth. The stock is rallying on hopes NIO can ramp up deliveries before it actually does.
14 July 2026
···

Latest

SoFi’s 2026 Profit Target Puts 38% Margin in Focus for H2

SoFi’s 2026 Profit Target Puts 38% Margin in Focus for H2

SoFi Technologies, Inc. started Wednesday with some pressure on a break-even line deep in its 2026 outlook. To hit $1.6 billion in full-year adjusted EBITDA—a non-GAAP figure, excluding taxes, certain financing, and non-cash costs—the company would need that metric to reach about 37.7% of second-half revenue. That compares to 31.3% in the first quarter and an implied 30% for the second.
··
15 Jul
US mortgage rates can fall without a Fed cut, but bond math shows the limits

US mortgage rates can fall without a Fed cut, but bond math shows the limits

U.S. mortgage rates can fall without a Federal Reserve cut, but the bond-market route now open would need to deliver more than a routine quarter-point move to reverse the latest drop in homebuying demand. The Mortgage Bankers Association’s average 30-year contract rate reached 6.65% in the week ended July 10, the highest since August 2025, while purchase applications fell 7.3% to their lowest since February.
··
15 Jul
U.S. Treasury Yields Stay High as Cooler PPI Fails to Dent Real Rates

U.S. Treasury Yields Stay High as Cooler PPI Fails to Dent Real Rates

U.S. Treasury yields eased only slightly on Wednesday after a surprise fall in producer prices, with the 10-year note around 4.58%, the two-year near 4.16% and the 30-year close to 5.10% in early New York dealing. The harder signal for investors is that long borrowing costs are being held up by real yields, the return after inflation, rather than by a fresh jump in market inflation expectations.
15 Jul
US futures gain after slower PPI, tech stays ahead

US futures gain after slower PPI, tech stays ahead

U.S. stock futures climbed Wednesday after a drop in producer prices, but traders were focused on who was leading gains. Nasdaq 100 futures were up about 0.5% before the open, outpacing S&P 500 and Dow futures, as cooling inflation and more signs of AI-related spending pushed investors back into tech.
·
15 Jul
Dave Ramsey pegs $10,000 retirement plan to $16,000 yearly cash-flow move

Dave Ramsey pegs $10,000 retirement plan to $16,000 yearly cash-flow move

Dave Ramsey told a 66-year-old Pittsburgh caller with only $10,000 in a 401 that her retirement plan would hinge on shifting how she uses her money, rather than building up a big nest egg. She and her husband wiped out $80,000 in car debt over five years. If they take that $16,000 a year and put it toward retirement, that’s about 85% of what Ramsey recommended she start saving.
15 Jul
UiPath (NYSE:PATH) lands Very Group AI contract as $129 million H2 ARR looms

UiPath (NYSE:PATH) lands Very Group AI contract as $129 million H2 ARR looms

UiPath Inc. landed a three-year deal to revamp pricing at The Very Group, the UK online retailer, though the company didn’t disclose financials. For investors, the real question is whether the win helps PATH drive the subscription growth it needs in the second half. The automation software firm’s guidance for fiscal 2027 calls for $124 million to $134 million in net new ARR over Q3 and Q4. That’s right around the $129 million it managed in those periods last year.
15 Jul
CrowdStrike (NASDAQ:CRWD) jumps $23 billion after IBM warning; $284M ARR is in focus next

CrowdStrike (NASDAQ:CRWD) jumps $23 billion after IBM warning; $284M ARR is in focus next

CrowdStrike Holdings, Inc. jumped by about $23.2 billion in market value Tuesday, after International Business Machines Corporation mentioned rising cybersecurity concerns from clients. That one-day gain equals 4.2 times CrowdStrike’s most recent annual recurring revenue. ARR measures the annualized subscription value that should repeat.
····
15 Jul
Aehr Test Systems (NASDAQ:AEHR) backlog covers 72% of fiscal 2027 sales midpoint; shares up

Aehr Test Systems (NASDAQ:AEHR) backlog covers 72% of fiscal 2027 sales midpoint; shares up

Aehr Test Systems shares jumped 29.6% to $93.30 in premarket trading Wednesday after the chip equipment maker guided for fiscal 2027 revenue between $130 million and $150 million, which is 2.6 to 3 times last year’s result. The company cited an effective backlog of $100.6 million, with orders placed after May 29 and covering roughly 72% of the target’s midpoint.
···
15 Jul
American Airlines (NASDAQ:AAL) faces outsized fuel-risk test as oil climbs

American Airlines (NASDAQ:AAL) faces outsized fuel-risk test as oil climbs

American Airlines Group Inc. enters Wednesday’s premarket with fuel exposure that looks unusually large beside its equity value. A sustained 10-cent-per-gallon increase in jet fuel would add about $450 million to annual expense, equal to 4.3% of the carrier’s $10.36 billion market capitalization, according to a Reuters calculation based on its latest filing and Tuesday’s market value.
·····
15 Jul
Nu Holdings gets Mexico bank license, putting attention on deposit base

Nu Holdings gets Mexico bank license, putting attention on deposit base

Nu Holdings Ltd. is close to wrapping up its conversion to a Mexican bank, with a funding base that goes deeper than customer numbers suggest. Mexico had more than $5.9 billion in deposits as of the end of March, making up about 14% of the group’s deposits, while its 15 million-plus customers were about 11% of Nu’s global total. The main question now is whether these deposit levels can help the new banking license generate more profit.
·
15 Jul
Glencore (LON:GLEN) counts on Congo for copper recovery as mining-code risk heats up

Glencore (LON:GLEN) counts on Congo for copper recovery as mining-code risk heats up

Glencore’s first-quarter copper jump was almost entirely driven by its two mines in the Democratic Republic of Congo. Kamoto Copper Company and Mutanda delivered 27,400 tonnes out of the company’s 31,700-tonne year-on-year growth, or 86.4%, according to company data. That concentration puts Glencore’s production at risk if there’s a new dispute over mining laws in Kinshasa.
·
15 Jul
Go toTop