Today: 15 July 2026
AtaiBeckley Inc. (NASDAQ:ATAI) stock jumps as FDA staffing guidance spotlights BPL-003’s two-hour edge
14 July 2026

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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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
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Ondas Inc. (NASDAQ:ONDS) stock slide cuts DZYNE equity payment value by $84 million

Ondas Inc. (NASDAQ:ONDS) stock slide cuts DZYNE equity payment value by $84 million

Ondas Inc. enters Tuesday’s session with its shares at $6.96, 12.4% below the roughly $7.95 value per share embedded in the stock portion of its DZYNE Technologies purchase. At Monday’s close, the 84,999,996-share payment was worth about $591.6 million, against the $675.5 million value recorded in a regulatory filing. The share count is fixed; its market value is not.
14 July 2026
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Agenus Stock Soars 83%, but $255 Million of Its $340 Million Lifeline Is Still Conditional

Agenus Stock Soars 83%, but $255 Million of Its $340 Million Lifeline Is Still Conditional

Agenus Inc. shares closed 82.7% higher at $6.12 on Monday after the cancer-drug developer unveiled financing of up to $340 million for a pivotal colon-cancer study. The stock reached $8.70 and roughly 174 million shares changed hands. The regular U.S. session had not opened at the dateline; Nasdaq was scheduled to trade normally on Tuesday.
14 July 2026
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GE Vernova’s Turbine Boom Is Real. The Stock’s Failed Breakout Tests a 40-Times Cash-Flow Bet

GE Vernova’s Turbine Boom Is Real. The Stock’s Failed Breakout Tests a 40-Times Cash-Flow Bet

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14 July 2026
GE Vernova shares fell 4.49% to $1,042.60 on Monday, closing below their 20-day moving average on the same day Zacks highlighted a move above that closely watched technical level. The reversal weakened the most visible short-term bullish signal surrounding a company whose turbine order book has been described as “sold out through 2030,” with GEV’s decline far exceeding the S&P 500’s 0.79% fall.
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Palantir’s $400 Billion Target Is Closer Than It Looks — August 3 Earnings Carry the Harder Test

Palantir’s $400 Billion Target Is Closer Than It Looks — August 3 Earnings Carry the Harder Test

Palantir Technologies said after Monday’s U.S. market close that it will report second-quarter results on Aug. 3, also after the close, putting a firm date on the next test of its premium artificial-intelligence valuation. The shares finished 2.6% higher at $130.04 while the Nasdaq Composite fell 1.55%, an outperformance of about 4.1 percentage points.
13 July 2026
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NIO Stock Jumps on Goldman Upgrade—The Real Bet Is a 15.2 Billion Yuan Cash-Flow Swing

NIO Stock Jumps on Goldman Upgrade—The Real Bet Is a 15.2 Billion Yuan Cash-Flow Swing

Shares of NIO Inc., traded in New York as American depositary receipts—U.S.-listed certificates representing foreign shares—closed 3.1% higher at $4.93 on Monday after Goldman Sachs Group Inc. upgraded the Chinese electric-vehicle maker to Buy with a $7 target. The headline is the rating change; the bigger investor bet sits in Goldman’s cash-flow forecast.
13 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

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.
13 July 2026
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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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Apple’s iPhone 18 Pro price could jump $200, even as margins stay tight

Apple’s iPhone 18 Pro price could jump $200, even as margins stay tight

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13 July 2026
Apple Inc. may have to bump up the average price of its next Pro Max phone by around $200 to cover higher costs, and even then could see a slightly lower gross margin compared to last year’s model, a Counterpoint Research estimate shows. The research firm is projecting the bill of materials for the 12GB, 1TB iPhone 18 Pro Max will go up by almost $300, before assembly, shipping or marketing.
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Latest

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
Okta (NASDAQ:OKTA) tacks on $2.4 billion with cyber-demand premium stretching

Okta (NASDAQ:OKTA) tacks on $2.4 billion with cyber-demand premium stretching

Okta, Inc. surged 10.0% to $153.55 in late Tuesday trading after International Business Machines Corp. said clients had slowed purchases because of broad cyber worries. Okta’s market cap jumped by about $2.44 billion. That’s about 76% of the midpoint in Okta’s fiscal 2027 revenue guidance. Investors are still spending on identity security, even as IBM flagged tighter software budgets.
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14 Jul
Lucid (NASDAQ:LCID) slump wipes out almost $1 billion, nearly equal to April funding

Lucid (NASDAQ:LCID) slump wipes out almost $1 billion, nearly equal to April funding

Lucid Group gave up around $948 million in market cap Tuesday after a report said its restructuring adviser was looking at a sale to private owners or a possible bankruptcy filing. That drop is close to 90% of the $1.05 billion capital package it announced in April, based on its last reported share count. The numbers aren’t a direct match, but they show investors moved fast to slash the value of Lucid’s new funding buffer.
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14 Jul
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.
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14 Jul
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