Today: 5 July 2026
Keel Infrastructure drop brings June convert terms back ahead of Nasdaq open
5 July 2026

Keel Infrastructure stock set for Monday after Nasdaq drops, TSX moves higher

Keel Infrastructure Corp. starts Monday’s U.S. trade with mixed moves. KEEL saw a tough Nasdaq finish before the break, but picked up slightly in Toronto after. Nasdaq was closed July 3 for the Independence Day holiday. Toronto’s exchange stayed open, letting KEEL shares trade there Friday. TradingView pegged KEEL at $4.59, off 27.60% for the week. StockAnalysis listed the TSX at C$6.54 on July 3. AP data had the Nasdaq Composite up 2.1% this week and the Russell 2000 down 0.5%.
IREN trades lower after Russell 1000 entry draws new attention to CEO share awards

IREN trades lower after Russell 1000 entry draws new attention to CEO share awards

5 July 2026
IREN Limited is set to reopen July 6 after a rough stretch that followed its addition to the Russell 1000. The stock dropped every day in its first shortened week in the index. Shares saw their steepest loss after a stock grant to the new co-CEO appeared in filings. Nasdaq didn’t open Friday for the Independence Day holiday. IREN’s last regular session close was Thursday at $38.82, down 10.39% on volume of 60.37 million shares. That’s about 1.35 times its 65-day average, according to the market data.
Rezolve AI (NASDAQ:RZLV) sets $300M buyback as shares swing in holiday week

Rezolve AI (NASDAQ:RZLV) sets $300M buyback as shares swing in holiday week

Rezolve AI PLC heads into this week with a fresh $300 million buyback approval, but so far there’s no sign of actual repurchases hitting the tape. Shareholders cleared the buyback plan on June 30. In the four sessions ended July 2, the stock traded 115.4 million shares—turnover of about $347.8 million at closing prices, per company data and LSEG. The mandate turns into a liquidity question. With shares finishing Thursday at $2.84, $300 million lines up to nearly 105.6 million shares—almost matching all the trading volume reported for the week. That’s around 86% of what the week’s dollar volume is thought to be. Rezolve isn’t saying it will buy all those shares, or that it will happen any time soon.
Boeing (BA) surges in holiday week as stock packs in 2026 run ahead of Q2

Boeing (BA) surges in holiday week as stock packs in 2026 run ahead of Q2

Boeing heads into the July 4 break with nearly all of its 2026 gains squeezed into one shortened week. The NYSE will observe Independence Day in 2026 on Friday, July 3, so Boeing’s last regular close came Thursday at $226.49, up $7.91, or 3.62%. The shift is notable since this wasn’t a gradual move. MarketWatch numbers put Boeing up 4.25% for the last five days, almost matching its 4.32% gain since the start of the year. Strip out Thursday’s pop and the rest of the five-day gain is just about 0.6%, using those same returns.
Intuit stock rebounds but Wall Street targets stay much higher than battered price

Intuit stock rebounds but Wall Street targets stay much higher than battered price

Intuit Inc. bounced 5.5% in the last two sessions of the U.S. holiday-shortened week. The gain didn’t do much to narrow the spread under the shares, with analysts’ targets still calling for a big rally while the stock sits not far from the Street’s bear case scenario. U.S. stock markets were closed Friday, July 3, for the Independence Day holiday. Nasdaq trading resumes Monday, July 6. Regular hours are 9:30 a.m. to 4 p.m. ET, according to Nasdaq.
Netflix (NASDAQ:NFLX) jumps, adding $14.6B in market cap as Nasdaq edges down ahead of July 4

Netflix (NASDAQ:NFLX) stock’s holiday bounce gives investors clear July watch

U.S. markets stayed shut Friday because of the Independence Day holiday, and headed into the regular weekend after that. Netflix, Inc. picks up Monday still working off the Thursday close, with no new Friday action. Nasdaq marked July 3 as a U.S. market holiday for Independence Day. Netflix shares finished up 4.66% at $77.65 on Thursday, adding a couple of cents to $77.67 in after-hours trading. Volume came in at 55.54 million shares, about 134% of the 65-day average, with the stock moving between $74.91 and $78.44. That’s five straight gains, though the stock is still off 21.3% for the past three months and down 40.1% over the last year.
Strategy stock pops after $1.15 billion share sale shift to cash test

Strategy stock pops after $1.15 billion share sale shift to cash test

Strategy Inc closed at $100.77 on July 2, gaining 7.9% for the day, with U.S. stock trading shut on Friday and no market activity over the weekend. Investors faced a four-day break to work through a week where the stock shifted from a straight Bitcoin play to a test of cash reserves. The comparison is key here since Strategy logged its strongest week in months, but didn’t add any new Bitcoin. The June 29 filing showed 12,669,017 MSTR shares sold in the week through June 28, raising $1.152 billion, with no Bitcoin bought. Holdings stayed at 847,363 Bitcoin bought for $64.10 billion total, or $75,651 each.
BigBear.ai (NYSE:BBAI) steady after Russell bump as cap overhang resurfaces

BigBear.ai (NYSE:BBAI) steady after Russell bump as cap overhang resurfaces

BigBear.ai Holdings, Inc. edged up 1.4% between the June 26 close and July 2, coming out of the quiet holiday stretch with a move that stands out for a stock just cut from the Russell Microcap Index after the latest FTSE Russell rebalance. BBAI finished the July 2 session at $3.53, down 3.02% on volume of 24.13 million shares. U.S. stock markets were closed July 3 for Independence Day observed, making July 2 the last equity trading day of the week. BBAI held up after the forced-flow date, but that doesn’t mean the stock is strong. Now the trade is less about index moves and more about whether there’s enough real demand, what the volume looks like, and if dilution
Nebius Group (NASDAQ:NBIS) stock in focus after Meta Platforms (NASDAQ:META) cloud report and $46 billion contract lineup

Nebius Group (NASDAQ:NBIS) stock in focus after Meta Platforms (NASDAQ:META) cloud report and $46 billion contract lineup

Nebius Group N.V. isn’t trading in the U.S. through the holiday. The Nasdaq’s 2026 schedule has July 3 as a market holiday for Independence Day observed. So Thursday’s close stands as the last regular price until Monday. NBIS closed July 2 at $215.62, off $13.56, or 5.92%. MarketWatch listed after-hours at $215.89. About 24.9 million shares traded on the day, or 140% of the 65-day average. The stock fell 10.27% over the last five days.
Arm Holdings plc (NASDAQ:ARM) stock: light-volume 6.6% drop leaves AI chip bet at 67 times sales

Arm Holdings plc (NASDAQ:ARM) stock: light-volume 6.6% drop leaves AI chip bet at 67 times sales

Arm Holdings plc went into the long U.S. weekend with a sharp drop that looked heavier than the tape behind it. The shares fell 6.58% on Thursday to $315.28, the last regular session before Nasdaq shut on Friday for Independence Day observed. The less-watched number was the range. Arm traded from $358.49 to $309.74 on Thursday, a $48.75 band equal to about 15.5% of the close. Volume was 7.58 million shares, against a 65-day average of 10.92 million. That made the fall a thin pre-holiday warning, not a high-volume washout.
Intuitive Machines stock slips after NASA award rally with July 10 short data ahead

Intuitive Machines stock slips after NASA award rally with July 10 short data ahead

Intuitive Machines, Inc. finished the shortened week down, despite picking up a new NASA contract. Trading suggests investors may be watching for short-interest numbers now, not just the backlog. U.S. markets stayed closed Friday for the Independence Day holiday. Nasdaq’s calendar shows July 3, 2026, as a closed date. On regular trading days, the market runs from 9:30 a.m. to 4:00 p.m. ET.

Oklo (NYSE:OKLO) heads into the week after DOE approval as $1.65 billion short position looms

Oklo (NYSE:OKLO) heads into the week after DOE approval as $1.65 billion short position looms

Oklo Inc. heads into the next U.S. session with a bit of a standoff. The company landed a true regulatory win, but the stock failed to jump, and shorts are still hanging on to a big reported position. The NYSE didn’t open Friday, July 3, for Independence Day, and Saturday wasn’t a trading session. Thursday’s close was the last regular price. Google Finance listed Oklo at $52.36, down 0.17%, in a $50.69 to $56.34 band. Volume hit 9.68 million shares. Market cap stood at $9.11 billion.
Oracle stock’s $638 billion backlog fails to stop worst selloff in years

Oracle stock’s $638 billion backlog fails to stop worst selloff in years

Oracle Corporation enters the long U.S. holiday weekend with an odd split in its numbers: contracted demand has grown larger than the company’s market value, while the stock has kept falling. U.S. equity markets were closed Friday, July 3, for Independence Day observed, with normal NYSE and Nasdaq hours listed as 9:30 a.m. to 4:00 p.m. ET on regular trading days. Oracle’s last regular-session print was Thursday’s $140.27 close, down 1.56%, after touching an intraday low of $138.83. Volume was 44.27 million shares, about 56% above Google Finance’s listed average volume of 28.37 million.
SpaceX stock feels index pressure with valuation estimates spread from $63 to $310

SpaceX stock feels index pressure with valuation estimates spread from $63 to $310

Space Exploration Technologies Corp. is showing how price can disconnect from sales as index flows and options activity hit the name harder than anything models are tracking. The shares last traded at $162.00, still up from the $135 IPO level, but well off the $225.64 high just after its June debut. Nasdaq Inc. said SpaceX raised $85.7 billion including the underwriters’ overallotment, putting its market value at $2.1 trillion on day one. The shares opened at $150 and closed at $160.95, up 19.2% from the IPO price, according to Nasdaq.
Meta’s AI cloud plan puts $62 billion supplier wager in play

Meta’s AI cloud plan puts $62 billion supplier wager in play

Meta Platforms has not confirmed a commercial cloud product. The investor question is already measurable: after $19.84 billion of first-quarter capital expenditures, Meta would need to spend $105.2 billion to $125.2 billion over the final nine months of 2026 to hit its own $125 billion to $145 billion full-year guide. That implies $35.1 billion to $41.7 billion a quarter, or 77%-110% above the first-quarter pace. Reuters, citing Bloomberg News, reported that Meta is building a cloud business to sell excess AI computing capacity and may offer access to hosted models, including Muse Spark, as well as raw compute. The plans are still in development and could change. Meta declined to comment to Reuters.

Latest

Trump crypto payout dwarfs some family-linked stocks as $TRUMP losses hit $3.8 billion

Trump crypto payout dwarfs some family-linked stocks as $TRUMP losses hit $3.8 billion

President Donald Trump’s $TRUMP memecoin has turned into a cleaner market read on the family’s crypto trade than the political fight around it: Trump reported a payout of roughly $636 million from the coin, while nearly one million wallets that bought it were down a combined $3.81 billion through June, according to Nansen data reported by CoinDesk and The New York Times. The gap matters for investors because the reported payout is now larger than the equity value of one listed Trump-linked crypto company. American Bitcoin Corp., backed by Donald Trump Jr. and Eric Trump, last traded with a market value of about $572 million. Trump Media & Technology Group, the Truth Social parent and a bitcoin-linked public stock, last
Robinhood (NASDAQ:HOOD) jumps, event contracts trade up before July earnings

Robinhood (NASDAQ:HOOD) jumps, event contracts trade up before July earnings

Robinhood Markets, Inc. heads into the week with a streamlined bull thesis but a tougher bar as investors are now expecting more than just a new offering. The stock climbed 14.2% in last week’s shortened trading, adding about $13 billion in value through Thursday’s close. Market cap finished near $100 billion. The U.S. market stayed closed Friday and did not open Sunday. Normal hours for Nasdaq run 9:30 a.m. to 4:00 p.m. ET on weekdays, except holidays. Robinhood is set to reopen its trading window Monday unless trading is stopped again.
Marvell drops after S&P 500 start as AI pricing in focus

Marvell drops after S&P 500 start as AI pricing in focus

Marvell Technology, Inc. starts the week facing a clear issue: it’s in the S&P 500 now, but traders are getting more cautious on the value of its AI revenue story. U.S. markets didn’t open Friday, July 3, for the Independence Day holiday. Nasdaq’s normal schedule is Monday to Friday, 9:30 a.m. to 4 p.m. Eastern. So the last cash-market close was Thursday, before trading starts again on Monday.
Bitmine (BMNR) trails crypto assets after joining Russell 1000

Bitmine (NYSE:BMNR) holds under tagged crypto assets as Russell 1000 week starts

Bitmine Immersion Technologies, Inc. is set to reopen Monday, and the main focus is on valuation. The stock remains under the stated value of its listed crypto, cash and investments. U.S. exchanges didn’t trade Friday for the Independence Day holiday. On a regular session, NYSE trading goes from 9:30 a.m. to 4 p.m. Eastern. BMNR ended at $14.36, up 1.5%, on July 2. Volume was 41.1 million shares, according to the latest quote feed. WSJ/FactSet data shows 569.58 million shares outstanding, with a market value of $8.18 billion. Short interest stood at 35.54 million shares, or 6.38% of the float as of June 15.
Microsoft heads into post-holiday stretch with AI in focus

Microsoft heads into post-holiday stretch with AI in focus

Microsoft Corporation heads into this week with a more direct question than other AI names—if its customer AI tools can finally start to pay off the big money still hitting GPUs, CPUs and data centers. U.S. stock markets stayed closed Friday for the Independence Day holiday, so Thursday’s close remained the last available price for the stock. Nasdaq’s normal trading is from 9:30 a.m. to 4:00 p.m. Eastern, and the exchange says July 3, 2026, will also be a holiday.
Super Micro (NASDAQ:SMCI) falls under AI offering price as Taiwan review keeps focus on funding

Super Micro (NASDAQ:SMCI) falls under AI offering price as Taiwan review keeps focus on funding

Super Micro Computer, Inc. starts the week with shares trading below the recent capital-raise level. Investors are sticking to a cautious stance on the AI server company, weighing the $39 billion order headline against possible costs. U.S. stock markets were closed Friday, July 3, for Independence Day observed. Nasdaq says regular trading runs from 9:30 a.m. to 4 p.m. ET. Markets reopen Monday, July 6.
Oracle (NYSE:ORCL) shares slump as AI backlog now tops company’s market cap

Oracle (NYSE:ORCL) shares slump as AI backlog now tops company’s market cap

Oracle Corporation goes into the July 6 restart facing an unusual challenge for the market—its cloud order backlog is bigger than the company’s equity value. Shares finished at $140.27 on July 2. That put Oracle’s market cap at roughly $408.5 billion. At the end of its fiscal fourth quarter, Oracle showed $638 billion in RPO. So the market cap is about 0.64 times the reported backlog. U.S. stock markets were closed on Friday, with the NYSE observing the Independence Day holiday on July 3. Regular trading hours are 9:30 a.m. to 4 p.m. ET on standard sessions. For Oracle, the last normal cash close before the break came on July 2.
Amazon stock outperforms Nasdaq in quiet week as July 6 open approaches

Amazon stock outperforms Nasdaq in quiet week as July 6 open approaches

Amazon.com, Inc. heads into Monday’s U.S. open coming off a better week than the Nasdaq, though trading was messier than the weekly numbers look. Shares finished Thursday at $242.67, up $9.98 over where they settled June 26 at $232.69. That’s a 4.3% jump for the four-day week. The Nasdaq Composite added 2.1%. The S&P 500 advanced 1.8% and the Dow climbed around 2% as U.S. trading paused Friday for Independence Day observed. Nasdaq listed July 3 as a market holiday, with normal trading hours from 9:30 a.m. to 4 p.m. Eastern.
Ford (NYSE:F) heads into next week as F-Series builds up, testing margins and stock

Ford (NYSE:F) heads into next week as F-Series builds up, testing margins and stock

Ford Motor Company heads into the week with more focus on inventories than the raw sales figures suggest. Shares slid every day during the shortened U.S. week and finished Thursday at $13.36, off 5.5% since June 26. The SPDR S&P 500 ETF Trust gained 2.2% over the same stretch by this reporter’s check of historical closes. S&P 500 was up 1.8% for the week, per AP market data. U.S. exchanges were shut Friday for the Independence Day holiday. Another figure worth watching is Ford’s gross stock. The company reported 190,400 F-Series units in gross stock at the end of June, while it sold 197,900 F-Series trucks in the second quarter. Overall, Ford had 471,000 vehicles in gross stock, which comes
Netflix (NASDAQ:NFLX) jumps, adding $14.6B in market cap as Nasdaq edges down ahead of July 4

Netflix bounces 5%, traders watching 26x cash flow as Q2 nears

U.S. stock markets were closed Friday, July 3 for the Independence Day holiday. Nasdaq’s normal trading hours, 9:30 a.m. to 4 p.m. ET, will pick up again Monday. Netflix, Inc. isn’t a live tape story this weekend, but it’s still on the setup list. Netflix finished Thursday at $77.65, gaining 4.66%. Trading volume hit 55.54 million shares, or 134% of its 65-day average, according to MarketWatch. Shares remain in the lower half of the 52-week band between $70.86 and $129.50 despite bouncing back for two days.
MARA Holdings (NASDAQ:MARA) shares slip as bitcoin gains can’t boost miner

MARA Holdings (NASDAQ:MARA) opens week with heavy short interest after miners dropped

U.S. markets were shut Friday for Independence Day, leaving Thursday as the last session for bitcoin miners before trading resumes Monday. MARA Holdings, Inc. heads into the week with a still-heavy short position and shares off 14.72% over the past five days. MARA dropped 7.26% to $12.40 Thursday. About 50.63 million shares changed hands, 116% of its 65-day average volume. Shares hit $11.98 during the session, near the low of its $11.98–$14.09 range.
Keel Infrastructure drop brings June convert terms back ahead of Nasdaq open

Keel Infrastructure stock set for Monday after Nasdaq drops, TSX moves higher

Keel Infrastructure Corp. starts Monday’s U.S. trade with mixed moves. KEEL saw a tough Nasdaq finish before the break, but picked up slightly in Toronto after. Nasdaq was closed July 3 for the Independence Day holiday. Toronto’s exchange stayed open, letting KEEL shares trade there Friday. TradingView pegged KEEL at $4.59, off 27.60% for the week. StockAnalysis listed the TSX at C$6.54 on July 3. AP data had the Nasdaq Composite up 2.1% this week and the Russell 2000 down 0.5%.
BlackBerry (NYSE:BB; TSE:BB) surge highlights $200 million convertible-note deal

BlackBerry (BB) heads into the week after QNX surge, valuation now in focus

BlackBerry Limited goes into this week with a changed story from last month. Shares have already moved up. U.S. markets had a holiday-shortened session. Now the market is watching to see if investors will value BlackBerry like a software name while revenue stays modest. U.S. markets stayed closed Friday for the Independence Day holiday. The Toronto Stock Exchange was shut Wednesday for Canada Day but traded as usual Friday. NYSE trading hours are set to return Monday unless there is a separate halt. The TMX calendar lists July 3 as a U.S. holiday for special settlement, not a closure for Canadian markets.
Pfizer (NYSE:PFE) stuck near $24; 7% yield comes into view

Pfizer (NYSE:PFE) stuck near $24; 7% yield comes into view

Pfizer Inc. heads into this week after the stock managed to stop the steep drops, though buyers are still scarce. Shares ended Thursday at $24.32, just 3 cents above where they were on June 26. Over the last four sessions, 204.2 million shares moved, good for a 0.12% rise. That volume is around 3.6% of Pfizer’s diluted share count used in Q1 EPS calculations. The NYSE stayed closed on Friday so the tape didn't move. The exchange had July 3 as its 2026 Independence Day holiday. July 5 is a Sunday in New York. NYSE core trading runs from 9:30 a.m. to 4 p.m. ET.
IREN trades lower after Russell 1000 entry draws new attention to CEO share awards

IREN trades lower after Russell 1000 entry draws new attention to CEO share awards

IREN Limited is set to reopen July 6 after a rough stretch that followed its addition to the Russell 1000. The stock dropped every day in its first shortened week in the index. Shares saw their steepest loss after a stock grant to the new co-CEO appeared in filings. Nasdaq didn’t open Friday for the Independence Day holiday. IREN’s last regular session close was Thursday at $38.82, down 10.39% on volume of 60.37 million shares. That’s about 1.35 times its 65-day average, according to the market data.
Joby Aviation (NYSE:JOBY) sinks post-holiday; Toyota partnership triggers funding after insider sale headlines

Joby Aviation (NYSE:JOBY) sinks post-holiday; Toyota partnership triggers funding after insider sale headlines

Joby comes into Monday after dropping 3.96% to $8.49 before the U.S. holiday. After-hours ticked up to $8.51. Volume spiked to 56.18 million, well over the 65-day average of 32.86 million, according to MarketWatch. Short interest and Toyota paperwork are in play. The latest filing data looks clearer than what the headline suggests. Seven Rule 144 filings on July 2 involved shares picked up July 1 as restricted stock units from Joby’s 2021 incentive plan. All together, these sales planned for about $563,851 — a small amount for the market, and even smaller compared to Joby’s 983.6 million shares out.
Palantir (NASDAQ:PLTR) stock trades at 43 times sales as holiday week begins

Palantir (PLTR) pops 14.5% in holiday week, AI trade shows fresh signs

Palantir finished the short holiday week with a 14.5% gain from June 26 to Thursday's close, outpacing the 6.1% move in the iShares Expanded Tech-Software Sector ETF. The stock acted more like it was moving on its own news than just following the AI software group. NVIDIA Corp., now teaming with Palantir on sovereign AI work, added 1.2% in the same stretch. Palantir’s four-day average volume this week came in at 49.7 million shares, about 9.4% higher than MarketWatch’s 65-day norm of 45.47 million. That’s not light, but it’s nowhere near a frenzy either. Whether the rally can attract more post-holiday volume will get tested when trading resumes Monday.
Plug Power (NASDAQ:PLUG) shares swing as shorts, cash take focus before Denmark project

Plug Power (NASDAQ:PLUG) shares swing as shorts, cash take focus before Denmark project

Plug Power Inc. closed at $2.64 ahead of the U.S. holiday, giving the hydrogen fuel-cell and electrolyzer company a market cap around $3.67 billion. With the Nasdaq and NYSE both closed Friday for the Independence Day holiday, Thursday’s close is still the last available read on PLUG ahead of Monday’s open. Churn was the main signal last week, not direction. Plug moved 209.2 million shares in four sessions, which is about a normal four-day run, but shares gained just 10 cents over the previous Friday. Volume was about 62% of the short interest from the most recent update.
Verizon (VZ) draws outsized selling as Dow laggard

Verizon (VZ) draws outsized selling as Dow laggard

U.S. stock markets were closed Friday, July 3, for Independence Day. For Verizon Communications Inc., Thursday marked the last cash-market close. The NYSE shows July 3 as the observed 2026 Independence Day holiday. The drop isn’t the only story here. Verizon was dropped from the Dow Jones Industrial Average after S&P Dow Jones Indices said its low share price meant the stock made up just half a percent of the price-weighted index. Over the next four sessions, Verizon traded 232.1 million shares, sliding 8.6%. That’s a big swing for a stock just called “almost immaterial” to the Dow.
Apple’s $210B foldable iPhone rally faces Fed, earnings hurdles

Apple’s $210B foldable iPhone rally faces Fed, earnings hurdles

U.S. markets were closed Friday for Independence Day. Apple Inc. wrapped the week with Thursday’s close at $308.63, up 4.84%. Reuters said Nikkei Asia reported Apple has plans for five new iPhone models. For the week, Apple rose 8.76%. That compares with a 2.1% gain in the Nasdaq Composite. The move was less about direction, more about how big it was. Apple’s latest rally tacked on around $210 billion in market cap in a single day. Nikkei Asia, via MacRumors, reported Apple asked suppliers to get ready for 10 million foldable iPhones this year, up from an earlier plan for 7 million to 8 million units. The same story quotes IDC on an average price of $2,500 for the foldable.
Boeing 747-8F: FAA order points to a tight freighter market, not just inspection costs

Boeing 747-8F: FAA order points to a tight freighter market, not just inspection costs

The U.S. FAA is calling for checks on some Boeing Co 747-8F freighters, asking airlines to look for cracks in fuselage stringers and splice fittings. It’s a limited safety order, but shows how four-engine passenger jumbos are on their way out, even as large nose-loading freighters stay in demand. This directive covers 11 planes registered in the U.S. and flagged by Boeing’s alert bulletin, and kicks in Aug. 6. The direct cash bill is small. FAA estimates put the work at 124 hours for the radius-filler inspection and 244 hours for the cracking check, at $85 per hour. That means $31,280 in inspection costs for each plane, or $344,080 for all 11 U.S. planes.
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