Today: 15 July 2026
Tower Semiconductor (NASDAQ:TSEM) jumps 11% as chips recover
15 July 2026

Tower Semiconductor (NASDAQ:TSEM) jumps 11% as chips recover

Tower Semiconductor closed up 11.24% at $255.49 on Tuesday after it said it will expand its capacity in Japan, backed by $1 billion in government support. Tower is now aiming for $1.2 billion in net profit in 2028, up from its previous goal of $750 million—a boost of 60%. While the shares jumped, that new target is still more than five times the stock's move, making the shares look cheaper by this measure.
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Five Stocks to Watch as Earnings Quality Moves Market by 34 Points

Five Stocks to Watch as Earnings Quality Moves Market by 34 Points

15 July 2026
International Business Machines Corp, Goldman Sachs Group Inc, Citigroup Inc, Wells Fargo & Co, and JPMorgan Chase & Co are on the watchlist for Wednesday, after Tuesday’s results spread out a 34.2-point gap from top to bottom performers. Investors weren’t just chasing earnings beats—they put money behind repeatable revenue and walked away from preliminary numbers or companies with muddy cost outlooks.
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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
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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
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Nebius Group (NASDAQ:NBIS) slides as $1B Reflection AI deal fails to reassure on cash conversion

Nebius Group (NASDAQ:NBIS) slides as $1B Reflection AI deal fails to reassure on cash conversion

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14 July 2026
Nebius shares dropped 6.7% in New York Tuesday afternoon, even though Reflection AI agreed to buy over $1 billion in computing capacity. The stock was up almost 3% before the open, flipping the session for about a 10-point swing. Order book scarcity appears to be over.
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Dow Jones live: Small decline masks 936 points of single-stock swings

Dow Jones live: Small decline masks 936 points of single-stock swings

The Dow Jones Industrial Average slipped 96.05 points, or 0.18%, to 52,402.59 at 11:55 a.m. EDT on Tuesday, but the modest loss hid a much larger fight inside the index. International Business Machines, Goldman Sachs and JPMorgan Chase produced about 936 points of gross movement — gains and losses counted before they offset — based on near-noon share prices. The headline move understated the churn.
14 July 2026
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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
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AMD’s New $675 Target Hits as Market Watches 320 Million Shares

AMD’s New $675 Target Hits as Market Watches 320 Million Shares

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13 July 2026
Advanced Micro Devices dropped 3.7% in late trading Monday, despite TD Cowen’s Joshua Buchalter hiking his price target to $675 from $600. The new target, which is about 25.7% above the stock’s current $537 level, puts AMD’s estimated equity value near $1.10 trillion if you use the company’s 1.6306 billion shares outstanding. That’s about $225 billion higher than today’s value by the same measure.
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Super Micro Stock Looks Cheap—Until a Potential 28% Share-Count Hit Enters the Math

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

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13 July 2026
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.
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Latest

Tower Semiconductor (NASDAQ:TSEM) jumps 11% as chips recover

Tower Semiconductor (NASDAQ:TSEM) jumps 11% as chips recover

Tower Semiconductor closed up 11.24% at $255.49 on Tuesday after it said it will expand its capacity in Japan, backed by $1 billion in government support. Tower is now aiming for $1.2 billion in net profit in 2028, up from its previous goal of $750 million—a boost of 60%. While the shares jumped, that new target is still more than five times the stock's move, making the shares look cheaper by this measure.
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15 Jul
Five Stocks to Watch as Earnings Quality Moves Market by 34 Points

Five Stocks to Watch as Earnings Quality Moves Market by 34 Points

International Business Machines Corp, Goldman Sachs Group Inc, Citigroup Inc, Wells Fargo & Co, and JPMorgan Chase & Co are on the watchlist for Wednesday, after Tuesday’s results spread out a 34.2-point gap from top to bottom performers. Investors weren’t just chasing earnings beats—they put money behind repeatable revenue and walked away from preliminary numbers or companies with muddy cost outlooks.
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15 Jul
SpaceX (NASDAQ:SPCX) launch puts Sirius XM Holdings (NASDAQ:SIRI) cash flow to the test

SpaceX drops $39 billion, leaving gains at MDA, Rocket Lab, AST SpaceMobile in the dust

Space Exploration Technologies Corp. dropped 2.2% to $136.08 late Tuesday, wiping out around $39.5 billion in equity value based on its reported base-offering share count. MDA Space Ltd., Rocket Lab USA Inc. and AST SpaceMobile Inc. all posted price gains, together adding about $2.0 billion on a similar price-move calculation. SpaceX’s equity drop finished at 19.6 times those combined gains.
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15 Jul
Aehr stock jumps as backlog now covers most of 2027 target, margin math makes growth tougher

Aehr stock jumps as backlog now covers most of 2027 target, margin math makes growth tougher

Aehr Test Systems shares jumped in late trading Tuesday after the chip-testing tools company posted record orders. The company now sees 2027 revenue between $130 million and $150 million, ending June 25. Profit is the tougher metric—Aehr needs adjusted earnings to grow at least 25 times from 2026 levels to match the outlook. Investors are backing the guidance.
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15 Jul
AT&T (NYSE:T) 12% free-cash-flow yield draws fire as Starlink tests pricing

AT&T (NYSE:T) 12% free-cash-flow yield draws fire as Starlink tests pricing

AT&T Inc. closed at $21.30 Tuesday. Shares are up 0.8% over two days, even as Bernstein cut its price target 17% on Starlink risks. The company has a market cap close to $150 billion. AT&T’s latest outlook calls for at least $18 billion in free cash flow in 2026, which works out to about a 12% free-cash-flow yield and covers the current dividend around 2.3 times. Most of that is from the discount.
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14 Jul
Dow trades flat as two giants sway index by 922 points

Dow trades flat as two giants sway index by 922 points

Dow Jones Industrial Average barely moved at the close on Tuesday, but what looked like a quiet session masked a 922-point swing between two big names. Goldman Sachs Group added as much as 477 points while International Business Machines cut 445 points from the total. By the bell, the Dow ticked up just 28.92 points, according to early numbers. The surface didn’t tell the whole story.
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14 Jul
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.
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14 Jul
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.
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14 Jul
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