Today: 15 July 2026
Alibaba gains about $17B after Apple AI clearance, revenue still to come
15 July 2026

Alibaba gains about $17B after Apple AI clearance, revenue still to come

Alibaba Group Holding Limited jumped 6.2% in late-morning New York trade after China approved Apple Intelligence for local use and Alibaba said Qwen would get integrated across Apple’s main operating systems in China. Alibaba’s American depositary receipts climbed $6.95, adding about $16.7 billion in equity value, based on its 2.40 billion shares outstanding. The companies didn’t give any launch date or commercial terms.
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Intel (NASDAQ:INTC) Turns a $400 Million High-NA Tool Into a Manufacturing Hedge

Intel (NASDAQ:INTC) Turns a $400 Million High-NA Tool Into a Manufacturing Hedge

15 July 2026
Intel Corporation has begun high-volume production of a subset of Panther Lake laptop chips using ASML Holding N.V.’s High NA EUV system, making it the first chipmaker to ship a volume logic product with the technology. The more useful signal for investors is what Intel did not do: selected 18A layers are also qualified on ASML’s established NXE platform at matched yields, so Panther Lake is not tied to the new machine.
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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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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
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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

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14 July 2026
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.
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Cisco (NASDAQ:CSCO) drops $4.32 in short week, dividend in focus

Cisco Selloff Puts $9 Billion AI Order Goal Under a Fourth-Quarter Test

Cisco Systems, Inc. slid 4.5% on Wednesday, sharpening an investor question created by its own artificial-intelligence targets: can record orders from hyperscalers, the largest cloud operators, turn into enough sales and profit to support a roughly $445 billion market value? Cisco booked $5.3 billion of AI infrastructure orders from those customers through fiscal third-quarter 2026 and must add about $3.7 billion in the final quarter to reach its $9 billion full-year goal, nearly twice the prior quarter’s $1.9 billion.
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15 Jul
AT&T’s 12% Cash-Flow Yield Looks Toward Starlink and Earnings

AT&T’s 12% Cash-Flow Yield Looks Toward Starlink and Earnings

AT&T Inc. now trades at an implied free-cash-flow yield close to 12% based on current guidance, even as analysts push down the stock for satellite competition risk. Next week’s earnings come down to one thing for the market: will the company pull in enough cash to keep up both its network build and returns for shareholders, together equal to about 10.5% of equity value?
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15 Jul
Sandisk $41.6 bln in contracts now up against buyer-hedge test

Sandisk $41.6 bln in contracts now up against buyer-hedge test

Sandisk Corporation shares fell 12.4% in early U.S. trading Wednesday as traders weighed a new challenge to the storage firm’s efforts to manage memory cycles. CoreWeave, Inc., which locked in a long-term supply deal with Sandisk, is looking at ways to hedge against a possible drop in chip prices, according to a source cited by Reuters. The person said discussions are at an early stage and there’s no trade yet.
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15 Jul
Micron (NASDAQ:MU) drops more than CXMT’s IPO valuation as China DRAM risk hits shares

Micron (NASDAQ:MU) drops more than CXMT’s IPO valuation as China DRAM risk hits shares

Micron Technology, Inc. shed around $94 billion in market value by late Wednesday morning, more than the $85.6 billion valuation expected for ChangXin Memory Technologies’ Shanghai debut. The stock dropped 8.4% to $900.78 at 11:52 a.m. EDT as investors looked at whether a nearly doubled capital raising could bring new DRAM supply faster. DRAM is used in servers, PCs and phones. That’s a sharp move for a rival that hasn’t started trading yet.
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15 Jul
Alibaba gains about $17B after Apple AI clearance, revenue still to come

Alibaba gains about $17B after Apple AI clearance, revenue still to come

Alibaba Group Holding Limited jumped 6.2% in late-morning New York trade after China approved Apple Intelligence for local use and Alibaba said Qwen would get integrated across Apple’s main operating systems in China. Alibaba’s American depositary receipts climbed $6.95, adding about $16.7 billion in equity value, based on its 2.40 billion shares outstanding. The companies didn’t give any launch date or commercial terms.
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15 Jul
Americans Target $1.2 Million for Retirement as More Tap Plan Loans

Americans Target $1.2 Million for Retirement as More Tap Plan Loans

U.S. workers are falling behind on retirement savings, and their target nest egg is shrinking. According to a Schroders plc survey, 27% said they've cut plan contributions and the same number have borrowed from their workplace plan. Those who knew their breakdown said cash makes up 26% of retirement assets, close to the 27% in equities. The take for investors: asset growth is slowing, not that participants have raised their savings goals.
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15 Jul
Apple (NASDAQ:AAPL) cleared for China AI launch as iPhone sales test 24% jump

Apple (NASDAQ:AAPL) cleared for China AI launch as iPhone sales test 24% jump

Apple Inc. got regulatory clearance for its Apple Intelligence product in China on Wednesday, moving the focus for investors to the staying power of Apple’s recent rebound in the country. The rally started before Apple Intelligence launched. IDC’s estimates, rounded, show Apple shipped about 2.4 million more iPhones year-on-year in mainland China in the June quarter.
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15 Jul
Intel (NASDAQ:INTC) Turns a $400 Million High-NA Tool Into a Manufacturing Hedge

Intel (NASDAQ:INTC) Turns a $400 Million High-NA Tool Into a Manufacturing Hedge

Intel Corporation has begun high-volume production of a subset of Panther Lake laptop chips using ASML Holding N.V.’s High NA EUV system, making it the first chipmaker to ship a volume logic product with the technology. The more useful signal for investors is what Intel did not do: selected 18A layers are also qualified on ASML’s established NXE platform at matched yields, so Panther Lake is not tied to the new machine.
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15 Jul
Angelini wraps $4.1 billion buyout of Catalyst Pharmaceuticals (NASDAQ:CPRX) at 9x projected 2026 EBITDA

Angelini wraps $4.1 billion buyout of Catalyst Pharmaceuticals (NASDAQ:CPRX) at 9x projected 2026 EBITDA

Angelini Pharma wrapped up its $4.1 billion takeover of Catalyst Pharmaceuticals, Inc. before the U.S. market opened Wednesday, taking the rare-disease drugmaker private. That price tag overstates the real cost. Stripping out Catalyst’s estimated net cash, the deal gives an enterprise value around $3.24 billion, or about 9 times expected 2026 adjusted EBITDA—a measure of operating profit before interest, tax, depreciation and amortization.
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15 Jul
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.
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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.
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15 Jul
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