Today: 15 July 2026
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

15 July 2026
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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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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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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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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CrowdStrike (NASDAQ:CRWD) jumps $23 billion after IBM warning; $284M ARR is in focus next

CrowdStrike (NASDAQ:CRWD) jumps $23 billion after IBM warning; $284M ARR is in focus next

CrowdStrike Holdings, Inc. jumped by about $23.2 billion in market value Tuesday, after International Business Machines Corporation mentioned rising cybersecurity concerns from clients. That one-day gain equals 4.2 times CrowdStrike’s most recent annual recurring revenue. ARR measures the annualized subscription value that should repeat.
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15 Jul
Aehr Test Systems (NASDAQ:AEHR) backlog covers 72% of fiscal 2027 sales midpoint; shares up

Aehr Test Systems (NASDAQ:AEHR) backlog covers 72% of fiscal 2027 sales midpoint; shares up

Aehr Test Systems shares jumped 29.6% to $93.30 in premarket trading Wednesday after the chip equipment maker guided for fiscal 2027 revenue between $130 million and $150 million, which is 2.6 to 3 times last year’s result. The company cited an effective backlog of $100.6 million, with orders placed after May 29 and covering roughly 72% of the target’s midpoint.
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15 Jul
American Airlines (NASDAQ:AAL) faces outsized fuel-risk test as oil climbs

American Airlines (NASDAQ:AAL) faces outsized fuel-risk test as oil climbs

American Airlines Group Inc. enters Wednesday’s premarket with fuel exposure that looks unusually large beside its equity value. A sustained 10-cent-per-gallon increase in jet fuel would add about $450 million to annual expense, equal to 4.3% of the carrier’s $10.36 billion market capitalization, according to a Reuters calculation based on its latest filing and Tuesday’s market value.
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15 Jul
Nu Holdings gets Mexico bank license, putting attention on deposit base

Nu Holdings gets Mexico bank license, putting attention on deposit base

Nu Holdings Ltd. is close to wrapping up its conversion to a Mexican bank, with a funding base that goes deeper than customer numbers suggest. Mexico had more than $5.9 billion in deposits as of the end of March, making up about 14% of the group’s deposits, while its 15 million-plus customers were about 11% of Nu’s global total. The main question now is whether these deposit levels can help the new banking license generate more profit.
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15 Jul
Glencore (LON:GLEN) counts on Congo for copper recovery as mining-code risk heats up

Glencore (LON:GLEN) counts on Congo for copper recovery as mining-code risk heats up

Glencore’s first-quarter copper jump was almost entirely driven by its two mines in the Democratic Republic of Congo. Kamoto Copper Company and Mutanda delivered 27,400 tonnes out of the company’s 31,700-tonne year-on-year growth, or 86.4%, according to company data. That concentration puts Glencore’s production at risk if there’s a new dispute over mining laws in Kinshasa.
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15 Jul
Xero (ASX:XRO) CEO share sale coincides with A$875 million market-value slide

Xero (ASX:XRO) CEO share sale coincides with A$875 million market-value slide

Xero Limited closed 3.6% lower at A$68.27 on Wednesday, taking its decline from Friday’s close to 7.0% across the three sessions spanning Monday’s disclosure that Chief Executive Sukhinder Singh Cassidy had sold her remaining ordinary shares. Applied to the 170.569 million shares Xero reported on issue at March 31, excluding treasury stock, that move cut an estimated A$875 million from its equity value.
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15 Jul
SpaceX (NASDAQ:SPCX) Stock’s $230 Target Implies a $1.24 Trillion Gain Before Starship Test

SpaceX (NASDAQ:SPCX) Stock’s $230 Target Implies a $1.24 Trillion Gain Before Starship Test

Space Exploration Technologies Corp., known as SpaceX, would need to add about $1.24 trillion in equity value to reach the $230 target set on Tuesday by Evercore Inc.’s ISI unit, making Thursday’s Starship flight a near-term check on a valuation already near $1.8 trillion. The shares closed Tuesday at $136.08, just $1.08 above the $135 offer price.
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15 Jul
Aehr Test Systems (NASDAQ:AEHR) backlog covers 72% of fiscal 2027 sales midpoint; shares up

Stock Market Today: Live Updates 15.07.2026

LIVEMarkets rolling coverageStarted: July 15, 2026, 4:00 AM EDTUpdated: July 15, 2026, 8:39 AM EDT Sensex, Nifty Edge Up as Financials Climb, Oil and Iran Limits Gains July 15, 2026, 8:39 AM EDT. BSE Sensex settled 0.17% higher at 77,185.43 on July 15 while NSE Nifty50 was up 0.11% at 24,078.50. The indexes saw early strength from banks, capital goods, consumer durables, and oil & gas, but most of those gains faded as investors took profits with Iran-US tensions and higher oil keeping traders cautious. Nifty Financial Services index rose 0.6%, with ICICI Prudential jumping 3.8% after its profit update.
15 Jul
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
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