Today: 14 July 2026
NIO stock stretches Goldman gain as 2026 targets get tougher
14 July 2026

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.
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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

14 July 2026
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.
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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

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.
14 July 2026
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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

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.
13 July 2026
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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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ServiceNow stock slides as IBM budget warning turns July earnings into a core-growth test

ServiceNow stock slides as IBM budget warning turns July earnings into a core-growth test

ServiceNow Inc. fell 5.8% to $104.85 in early trading on Tuesday, erasing roughly $6.7 billion of market value, after International Business Machines Corp. warned that spending on AI servers and storage was squeezing software budgets. The move came even as the S&P 500 and Nasdaq opened higher. Investors are treating a hardware-spending shift as an immediate test of ServiceNow’s premium valuation.
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14 Jul
U.S. CPI’s housing slowdown, not gasoline slide, is June’s key Fed signal

U.S. CPI’s housing slowdown, not gasoline slide, is June’s key Fed signal

U.S. consumer prices posted their largest monthly fall since April 2020 in June, but the more durable signal for investors came from housing: shelter costs rose just 0.1%, their weakest increase in more than five years. Because housing makes up more than one-third of the index, its slowdown does more to ease underlying inflation pressure than the headline decline alone. Housing is the stickier signal.
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14 Jul
Goldman Sachs (NYSE:GS) posts record quarter, trailing P/E drops to 16.8 but book premium grows

Goldman Sachs (NYSE:GS) posts record quarter, trailing P/E drops to 16.8 but book premium grows

Goldman Sachs has taken away a key simple valuation complaint. The stock traded at $1,086 before the open, putting Tuesday’s reported $20.98 in quarterly earnings per share against trailing earnings of $64.79 for a P/E of about 16.8. That’s down from 19.1 at Monday’s close, even after the stock rose 3.8%. The earnings shift outpaced the move in the share price.
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14 Jul
Wells Fargo (NYSE:WFC) tops estimates, most new loans went to corporate, investment banking

Wells Fargo (NYSE:WFC) tops estimates, most new loans went to corporate, investment banking

Wells Fargo topped Wall Street’s profit and revenue forecasts for the second quarter, but investors were focused on the bank’s post-cap plans. Fees drove the earnings surprise, with corporate and investment banking taking about two-thirds of loan growth. Business and wealth management together accounted for 78% of the net income increase from a year ago, based on company numbers.
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14 Jul
Student loan reset pushes risk to servicers, private lenders after SAVE notices

SAVE exit wave signals another U.S. student loan repayment cliff in 2028

About a million borrowers have exited the government’s SAVE student-loan program as it winds down. But early data shows another issue: around 20% of these borrowers picked repayment plans that will also close in 2028. Only about 13% of the SAVE program’s original 7.5 million borrowers have left so far, so another wave of forced plan changes could be ahead before the current one wraps.
14 Jul
IBM (NYSE:IBM) Q2 miss exposes the cost of the AI hardware rush

IBM (NYSE:IBM) Q2 miss exposes the cost of the AI hardware rush

International Business Machines shares slid about 17% before Tuesday’s opening bell after preliminary second-quarter sales and adjusted earnings missed forecasts. The more consequential signal for investors is that customers’ rush to secure servers, storage and memory diverted spending from IBM’s mainframe-linked software, while expense control rather than gross-profit growth kept adjusted earnings rising.
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14 Jul
Bank of America (NYSE:BAC) Q2 earnings: Market-linked businesses drove 63% of revenue growth

Bank of America (NYSE:BAC) Q2 earnings: Market-linked businesses drove 63% of revenue growth

Bank of America Corp reported a 27% rise in second-quarter profit, but a clean revenue bridge shows the beat leaned heavily on market-sensitive businesses. Market making, investment and brokerage services, and investment banking generated $2.61 billion, or 63%, of the bank’s $4.12 billion year-on-year revenue increase. Net interest income — the spread between what a bank earns on assets and pays for funding — supplied another 32%.
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14 Jul
Peso steady as oil slides almost 14% before U.S. CPI data

Peso steady as oil slides almost 14% before U.S. CPI data

Peso hovered close to 17.50 per dollar in early Tuesday trade after slipping 0.26% on Monday, even while Brent crude surged about 13.6% over two sessions. The currency’s drop was just over a third the 0.71% average fall for eight other emerging-market units, local market data show. Mexico’s yield spread seems to be protecting the peso from wider geopolitical fallout.
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14 Jul
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.
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14 Jul
JPMorgan Filing Puts Q1 Selling at Almost 2x SEC’s Reported Data

JPMorgan Filing Puts Q1 Selling at Almost 2x SEC’s Reported Data

Three new institutional holdings alerts for JPMorgan Chase & Co. are showing nearly twice the selling compared to the numbers reported in filings from Sumitomo Mitsui Trust Group, LMCG Investments, and Steigerwald Gordon & Koch. The news stories say these managers sold off 724,719 shares in Q1. But if you look at the SEC filings, it’s a drop of 376,930 shares, or 5.6%. The real story is all about data quality here.
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14 Jul
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.
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14 Jul
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