Today: 8 July 2026
Rivian $1.2B stock offer puts R2 momentum in focus even as deliveries rise
8 July 2026

Rivian $1.2B stock offer puts R2 momentum in focus even as deliveries rise

Rivian Automotive, Inc. started trading Wednesday after confusion over Nasdaq’s 2026 calendar was cleared. Nasdaq listed July 3 as the last U.S. exchange holiday, not July 8. The stock traded around $16.33 in late morning, moving between $15.46 and $16.34 so far. Volume was above 60 million shares. Traders saw no panic selling under the offer price, but no rally either. Rivian sold 75 million shares at $15.50, looking to bring in about $1.2 billion. The EV maker said it plans to use the money for general corporate needs, with some earmarked for equity contributions tied to a U.S. Department of Energy loan. The pricing matters here—it's 23% under Monday’s $20.14 close and a bit below the $16.49 finish on
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Dow Jones moves as oil climbs and rate hike bets rise

Dow Jones moves as oil climbs and rate hike bets rise

8 July 2026
The Dow is taking its hit as traders question if blue-chip stocks were set for too easy a run on inflation. U.S.-Iran tensions and higher oil prices kicked things off, but it’s the domino effect that matters: crude up, yields up, Fed hike bets rising, and then big Dow cyclical names are first to get sold. Reuters had the Dow off 514 points at 10:10 a.m. ET. Other quotes had losses nearer to 800 points before the day hit noon. The Dow is showing some weakness, but it hasn’t broken down. The index opened at 52,758.47, dropped to 52,069.87, and was last quoted at 52,127.96 as of 11:41 a.m. in New York, according to Google Finance. The poor intraday move
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Keel Infrastructure Falls as Investors Eye $400 Million AI Data-Center Spend

Keel Infrastructure stock: AI power trade turns into lease test after post-hire selloff

At 07:21 EDT, U.S. regular trading had not opened. Nasdaq lists 9:30 a.m. to 4 p.m. ET as regular hours, and July 8 is not on its 2026 closure list; the July closure was July 3 for Independence Day. Keel Infrastructure Corp. was quoted at $4.25 premarket after an 8.26% fall to $4.44 on Tuesday. The current development is a sales hire, but the stock is trading like an asset-proof problem. Keel’s 8-K says Ganesh Aiyer became president effective July 6; he ran global commercial strategy at Digital Realty Trust, and now leads Keel’s commercial and pipeline expansion. CEO Ben Gagnon said Aiyer can make growth “repeatable and sustainable.” Aiyer said he plans to “convert our power portfolio into long-term
8 July 2026
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Plug Power stock slides in premarket after $132.5 million Project Gateway sale deal

Plug Power’s (PLUG) 50 MW order still leaves cash-burn on the table

Plug Power Inc. landed the sort of hydrogen contract bulls usually want. But the market still dumped the shares. What matters for PLUG now is cash flow, not big project size. Plug said July 7 it landed a 50 MW electrolyzer deal for Orica Ltd.’s Hunter Valley Hydrogen Hub in New South Wales. Plug’s hydrogen lead Jose Luis Crespo called Australia “a key part of our global growth story.” Orica’s Germán Morales said Plug has a “proven track record in delivering large-scale PEM systems.”
8 July 2026
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Nokia drops after fast AI rally, traders stay focused

Nokia (HEL:NOKIA) stock heads for €10 test as AI trade sets up into earnings

Nokia Corporation is under pressure again. The stock has dropped, as traders start to doubt how soon the AI push will pay off. A new Wall Street Journal piece brought up Nokia’s part in supplying AI data centers, but the Helsinki market didn’t move on that. The key thing isn’t the latest headline. What matters is how Nokia trades against the Helsinki index. If Finland is soft, that drags Nokia. But the underperformance runs deeper than just that.
8 July 2026
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Joby Aviation (NYSE:JOBY) volume surges as shares stay under key 2026 financing levels

Joby stock: $8 floor matters for Toyota JV, cash runway

Joby Aviation isn’t getting much help from the Toyota Motor Corporation partnership. Shares finished Tuesday at $8.12, down from a $9.43 high on Monday. Trading stayed active, but the price slipped toward the 52-week low. Not much follow-through here, and for a business that hasn’t launched its main product, that’s what investors are watching—not the press releases. Joby’s first test in the market looks basic. The company put out news that brought in some buying, but it hasn’t moved the stock north of $9. Shares closed at $8.92 on June 30. They were still at $8.92 on July 6. The price fell to $8.12 on July 7 as sellers came back in. Right now, $9 looks more like a spot
8 July 2026
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Intel Stock Pulls Back From 26-Year High as AI Spending Worries Hit Chips

Intel (NASDAQ:INTC) slides as investors weigh foundry losses against AI gains

Intel is trading like an AI play, but the story is traders pulling back on the turnaround premium. The expenses are on the books, but the outside foundry growth isn't there yet. Nasdaq’s regular session hadn’t opened in New York; pre-market starts at 4:00 a.m. and runs to 9:30 a.m. ET, and July 8 isn’t listed as a Nasdaq holiday for 2026. Samsung Electronics reported its Q2 operating profit surged 19 times, but the stock lost over $80 billion in market cap as traders questioned whether AI demand can keep up. That's a problem for Intel too, since even a huge profit beat from a key memory player wasn’t enough to help chip stocks.
8 July 2026
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Ondas Stock Price Jumps After Palantir Tie-Up Adds Fuel to Defense Push

Ondas (ONDS) raises revenue forecast after DZYNE agreement, but stock supply still weighs

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8 July 2026
The Nasdaq hadn’t started its regular trading day at press time. Pre-market was running, with the market set to open at 9:30 a.m. ET. Shares of Ondas Holdings Inc. traded at $7.24 in the pre-market, off 1.5% from Tuesday’s close at $7.35. The stock dropped 6.01% Tuesday but had gained 5.53% on Monday, which was the first session after the DZYNE acquisition news. The action is right in the tape. ONDS didn’t drop because people missed the revenue estimates. It dropped because the deal brings more scale, more stock out there, and more risk to how things get done, all at once. ONDS finished July 2 at $7.41, went to $7.82 on July 6, and then $7.35 on July 7.
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AMD Stock Jumps on AI Forecast as Wall Street Eyes a Bigger Nvidia Fight

AMD (NASDAQ:AMD) stock watch: Goldman ups target, chip index faces AI premium test

Nasdaq regular hours hadn’t started as of the dateline. July 8 isn’t a Nasdaq holiday in 2026, and posted trading hours run from 9:30 a.m. to 4:00 p.m. Eastern. Premarket hours are 4:00 a.m. to 9:30 a.m. The market isn’t saying the AI trade at Advanced Micro Devices is over. It is hitting the stock for every sign that the AI story has soft spots. AMD fell 6.51% on Tuesday, just a day after Goldman Sachs raised its target to $640 from $450 and stayed at buy, per analyst-tracker data. That’s not how stocks usually react to a new price target boost. It signals the price has shifted from “prove the demand” to “prove the demand plus profits, supply, and
8 July 2026
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Oracle stock drops as AI backlog gap grows and ORCL loses ground to cloud rivals

Oracle stock drops as AI backlog gap grows and ORCL loses ground to cloud rivals

Oracle Corporation dropped Tuesday, paring Monday’s gains. The stock looked more like a debt-heavy AI infrastructure play than its usual image as a software company with a giant backlog. The main point isn't the drop on the day. It’s the market discount. Oracle’s market cap was about $410.8 billion based on the latest quote, but its remaining performance obligations at the end of fiscal 2026 sat at $638 billion. So the market put Oracle at roughly 64 cents for each $1 of reported RPO. RPO isn’t profit and it’s not this year’s revenue. The ratio just shows how much investors are still holding back to cover risk and big spending tied to the AI contract surge.
7 July 2026
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T1 Energy (T1E) sinks 16% ahead of July warrant expiry, board RSUs post fresh supply data

T1 Energy (T1E) sinks 16% ahead of July warrant expiry, board RSUs post fresh supply data

T1 Energy Inc. dropped hard in midday New York trading on Tuesday. The move comes two days ahead of public warrants expiring from the NYSE. U.S. markets were running normal hours; per the NYSE’s 2026 holiday calendar, Independence Day closure was July 3. Shares started the day at $8.38, climbed to $8.71 early on, and hit a low of $7.165. Market data showed volume at 25.4 million shares on the latest tick.
7 July 2026
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Sandisk (NASDAQ:SNDK) shares slide as memory bull cash-flow hopes tested

Sandisk (NASDAQ:SNDK) shares slide as memory bull cash-flow hopes tested

MILPITAS, California, July 7, 2026, 10:06 PDT Sandisk stock dropped about 8.5% to $1,596.75 in morning trading on Nasdaq. That pullback hit a rally that The Motley Fool had pegged at 635% for the year as of Tuesday, down from a peak of 884%. Now investors are looking at whether slower NAND price hikes can still keep margins up if demand stays contracted.
7 July 2026
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Micron (NASDAQ:MU) set for Nasdaq move as SK Hynix (KRX:000660) shakes up AI memory trade

Micron (NASDAQ:MU) drops $89 billion on Ford contract worries

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7 July 2026
Micron Technology, Inc. was active in Tuesday’s regular Nasdaq session. According to Nasdaq’s 2026 calendar, markets close for Independence Day on July 3, not July 7. Regular U.S. trading runs from 9:30 a.m. to 4:00 p.m. ET. The stock last traded down $78.10 at $906.65, putting the market cap near $1.038 trillion. With that market cap and price, the share count works out to roughly 1.145 billion. The day’s drop shaved about $89.4 billion from equity value. The session low of $892.50 erased about $105.6 billion in value.
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Plug Power (NASDAQ:PLUG) holds steady; cash burn almost equals Q1 revenue

Plug Power (NASDAQ:PLUG) falls after Australia order spotlights hydrogen subsidy math

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7 July 2026
Plug Power Inc. dropped early Tuesday. The hydrogen equipment maker had just announced a 50 MW electrolyzer order connected to an Australian industrial project that hit final investment decision. Plug last changed hands at $2.615, off 0.9% in the session. Shares moved between $2.59 and $2.76. Market cap was around $3.63 billion. The iShares Global Clean Energy ETF fell 1.3%. Invesco QQQ Trust dropped 1.4%. SPDR S&P 500 ETF Trust declined 0.2%.
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UiPath (NYSE:PATH) bounce up against ARR hurdle after short week

UiPath stock rises ahead of open with ARR miss leaving H2 to prove itself

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7 July 2026
UiPath, Inc. traded higher before the bell Tuesday. The automation software firm is up 0.85% to $11.93 at 7:01 a.m. EDT, according to MarketWatch, after closing Monday at $11.83. Volume hit 69.8 million on Monday, running 179% of the 65-day average. The focus now is if UiPath can turn a steady July-quarter ARR outlook into better growth in the back half. NYSE hadn’t started regular trading at the time of the dateline. The exchange sets its main session from 9:30 a.m. to 4 p.m. ET. According to its 2026 holiday calendar, July 3 is listed as the Independence Day market holiday, not July 7.
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T1 Energy (NYSE:TE) shares stick below $11.50 as warrant expiration nears

T1 Energy (NYSE:TE) shares stick below $11.50 as warrant expiration nears

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7 July 2026
T1 Energy Inc. closed at $8.65 on Monday, up 1.0%. But the main focus is the gap to the $11.50 warrant strike. Shares have to jump 32.9% from here to hit the exercise price before warrants expire this Thursday. T1 said in a June 29 filing it had around 14.8 million public warrants and 9.8 million private warrants outstanding at March 31. The public warrants are set to stop trading on the New York Stock Exchange before the open on July 9. T1’s common stock keeps trading under TE.
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Latest

Occidental Petroleum shares move as Evercore upgrade meets oil rally risk

Occidental Petroleum shares move as Evercore upgrade meets oil rally risk

Occidental Petroleum is getting snapped up as traders chase oil upside, but the move is less messy than the last few squeezes. The shares jumped 3.6% to $53.54 in afternoon action and hit a high at $54.88. Volume cleared 14 million. The Energy Select Sector SPDR Fund gained 1.1%, trading at $55.25. Brent gained $4.91 to $79.07 and WTI was up $4.27 at $74.71 as the U.S. President Donald Trump warned of new strikes on Iran. Reuters noted around 20% of world oil flows move through the Strait of Hormuz before the conflict. Jorge Leon, Rystad Energy’s head of geopolitical analysis, said the latest developments “significantly weaken any confidence” the truce could last.
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08 Jul
UiPath (NYSE:PATH) drops with buyback move adding pressure to AI automation names

UiPath (NYSE:PATH) drops with buyback move adding pressure to AI automation names

UiPath, Inc. lagged big tech Wednesday afternoon in New York, dropping 1.7% to $11.45. SPDR S&P 500 ETF Trust slipped 0.4%. Invesco QQQ Trust Series 1 traded almost unchanged. Reuters said Wall Street was under pressure as traders pulled back on risk and oil prices climbed, but UiPath slid harder than the index funds. No new company news came out to drive the stock. The latest item on UiPath’s newsroom was the June 16 Maestro Case update, with a June 4 customer release next. The investor-relations page listed no events on the calendar. So the shares traded on software risk, positioning and the previous earnings report.
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08 Jul
Opendoor Technologies Inc. (NASDAQ:OPEN) stock analysis: heavy volume tests the housing-market bet

Opendoor Technologies Inc. (NASDAQ:OPEN) stock analysis: heavy volume tests the housing-market bet

Nasdaq was in its regular cash session. Its standard U.S. trading hours run from 9:30 a.m. to 4:00 p.m. ET, and the 2026 holiday calendar lists July 3, not July 8, as the Independence Day closure. Opendoor’s stock was almost flat at about $4.79 by 2:02 p.m. EDT, but that flat price does not mean the tape was quiet. Volume was 63.36 million shares, about 145% of its 65-day average, and the day’s range ran from $4.5350 to $4.8100. That is churn, not a clean bid.
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08 Jul
Broadcom (NASDAQ:AVGO) holds supplier deal, waits on AI gains

Broadcom (NASDAQ:AVGO) holds supplier deal, waits on AI gains

Broadcom’s latest rally is all about the longer timeline. Apple for the first time put a number on a supply extension Broadcom had already flagged with U.S. regulators. According to Broadcom’s SEC filing, the two are set to work into 2031, supplying custom ASIC silicon for new generations of Apple products. Apple now says the extended deal could add up to more than $30 billion, with the hope of making over 15 billion U.S.-made chips. Broadcom stood out Thursday, bucking a weak session for big tech and outperforming chip peers. Shares traded at $389.17, up $18.39 around 1:49 p.m. EDT, after touching a session high of $395.03.
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08 Jul
Catheter Precision (NYSEAMERICAN:VTAK) surges after Flyte moves through resale pressure

Catheter Precision (NYSEAMERICAN:VTAK) surges after Flyte moves through resale pressure

At 13:02 EDT in New York, trading stayed within the NYSE main session from 9:30 a.m. to 4:00 p.m. ET. VTAK was moving on its own, not with the group. Shares were last seen near $1.43, up about 101%. Volume hit 166.6 million against a market cap of under $4 million. The tape looks more like a low-float pop than a clean move in the electrophysiology business. Google Finance showed 166.61 million shares traded, with average volume at 6.96 million and 2.69 million shares out. That’s about 24 times average and 62 times the shares out.
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08 Jul
SoFi shares dip after ETF debut with eyes on Q2 growth

SoFi shares dip after ETF debut with eyes on Q2 growth

SoFi is trading today like a high-multiple lender with a fintech angle, rather than as an ETF sponsor. At 12:49 p.m. in New York, shares were down 2.0% to $17.40 on 43.2 million shares. Invesco QQQ Trust Series 1 was off 0.2%, and the Financial Select Sector SPDR Fund lost 1.5%. Stocks traded lower at midday. The Dow lost 1.5%, S&P 500 slipped 0.9% and the Nasdaq fell 0.9%, Reuters said, after President Donald Trump declared the interim Iran deal “over.” Brent crude surged 7%, fueling concerns about inflation and rates.
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08 Jul
China’s Tianwen-2 spacecraft sends back Kamo’oalewa photos, challenging moon-fragment view

China’s Tianwen-2 spacecraft sends back Kamo’oalewa photos, challenging moon-fragment view

BEIJING, July 9, 2026, 01:04 China’s first close-up of Kamo’oalewa isn’t a result. It’s just the start. The China National Space Administration said Tianwen-2 got within about 20 km of asteroid 2016 HO3 and started its scientific mission after flying 400 days and about 1 billion km. The photo was taken July 2 and appeared with the July 6 mission update.
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08 Jul
American Airlines (NASDAQ:AAL) stock: fuel price retreat brings EPS sensitivity back in play

American Airlines stock falls as fuel costs hit debt

Markets traded as normal. Nasdaq’s published holiday schedule for 2026 puts the Independence Day break on July 3, not July 8. NYSE says its regular session is from 9:30 a.m. to 4:00 p.m. ET. American Airlines Group Inc. is taking more heat than the rest of airlines in this pullback. The stock is moving the way it often does when oil spikes, with the market focused on fuel costs and debt outweighing its equity value.
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08 Jul
Battalion Oil (NYSEAMERICAN:BATL) stock analysis: BATL churns as oil spike tests debt reset

Battalion Oil (NYSEAMERICAN:BATL) stock analysis: BATL churns as oil spike tests debt reset

Battalion Oil Corporation was open for a normal NYSE American session on Wednesday; the NYSE holiday calendar lists the 2026 Independence Day closure on July 3, not July 8. That matters because this was not a delayed holiday catch-up. It was a live tape in a live oil shock. BATL’s price action was not clean buying. The stock closed Tuesday at $1.78 on 23.96 million shares after closing Monday at $1.42, then opened Wednesday at $2.33 before sliding to $1.61 by 11:45 a.m. EDT. That is a 31% gap above Tuesday’s close, a push to a 46% intraday gain at the high, then a fall to 9.6% below the prior close.
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08 Jul
Alibaba Group (NYSE:BABA; HKG:9988) rally faces AI cloud optimism, cash issues

Alibaba Group (NYSE:BABA; HKG:9988) rally faces AI cloud optimism, cash issues

Alibaba Group Holding Limited is working off two sessions right now. Hong Kong is finished for the day, New York is still trading. Hong Kong shares closed at HK$107.50, up 12.21%, with 282.13 million shares traded, nearly triple the usual volume. The ADR was at $108.75 as of 11:46 a.m. ET, higher by $10.61 from the last close. The jump is big, but the ADR is still 44% from its 52-week high of $192.67. This wasn’t just one name moving. The Hang Seng Index jumped 2.99% in Hong Kong, Hang Seng Tech surged 4.97%. The KraneShares CSI China Internet ETF gained 3.25% during New York hours. Kospi in South Korea dropped 5.35%. U.S. tech traded softer, Nasdaq was off about
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08 Jul
Rivian $1.2B stock offer puts R2 momentum in focus even as deliveries rise

Rivian $1.2B stock offer puts R2 momentum in focus even as deliveries rise

Rivian Automotive, Inc. started trading Wednesday after confusion over Nasdaq’s 2026 calendar was cleared. Nasdaq listed July 3 as the last U.S. exchange holiday, not July 8. The stock traded around $16.33 in late morning, moving between $15.46 and $16.34 so far. Volume was above 60 million shares. Traders saw no panic selling under the offer price, but no rally either. Rivian sold 75 million shares at $15.50, looking to bring in about $1.2 billion. The EV maker said it plans to use the money for general corporate needs, with some earmarked for equity contributions tied to a U.S. Department of Energy loan. The pricing matters here—it's 23% under Monday’s $20.14 close and a bit below the $16.49 finish on
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08 Jul
Dow Jones moves as oil climbs and rate hike bets rise

Dow Jones moves as oil climbs and rate hike bets rise

The Dow is taking its hit as traders question if blue-chip stocks were set for too easy a run on inflation. U.S.-Iran tensions and higher oil prices kicked things off, but it’s the domino effect that matters: crude up, yields up, Fed hike bets rising, and then big Dow cyclical names are first to get sold. Reuters had the Dow off 514 points at 10:10 a.m. ET. Other quotes had losses nearer to 800 points before the day hit noon. The Dow is showing some weakness, but it hasn’t broken down. The index opened at 52,758.47, dropped to 52,069.87, and was last quoted at 52,127.96 as of 11:41 a.m. in New York, according to Google Finance. The poor intraday move
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08 Jul
S&P 500 faces oil shock as AI rally thins

S&P 500 faces oil shock as AI rally thins

U.S. stocks traded lower by midday Wednesday, but it wasn’t just a normal risk-off move. This was more about margin and rates. Oil names got hit first, small caps lagged the bigger names, and Broadcom, which is tied to AI, pulled on the Nasdaq after Apple locked in a chip deal topping $30 billion through 2031. SPDR S&P 500 ETF Trust dropped 0.93% to $740.74 late morning, while Invesco QQQ Trust lost 0.89% at $703.14 and iShares Russell 2000 ETF slipped 1.76% to $290.98 near 11:46 a.m. EDT. IWM hovered just above its intraday low, showing the weakness stretched beyond just the biggest tech names.
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08 Jul
AI stocks mixed in Q3 as memory slump pressures cash flow after capex surge

AI stocks mixed in Q3 as memory slump pressures cash flow after capex surge

Seeking Alpha’s summary flagged memory as the first pressure point. Odaily said Q3 flows are leaving broad AI and moving into storage, optical, power, and data center names. Investing.com described the quarter as a divergence, with results, AI spending, and the Fed dragging the market in opposite directions. Wednesday’s price action backed up that idea: AI is splitting into more trades. U.S. markets traded regular hours. Reuters reported the Dow off 0.97%, S&P 500 down 0.46%, Nasdaq lower by 0.31% at 10:10 a.m. ET. On the NYSE, decliners led advancers by 2.6 to 1. On Nasdaq, it was 2.03 to 1. Oil rose after President Donald Trump said the interim Iran deal was “over.” Matthew Ryan at Ebury raised the
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08 Jul
Dividend ETFs under pressure with oil, rates and AI trades splitting markets

Dividend ETFs under pressure with oil, rates and AI trades splitting markets

NEW YORK - Retail money keeps landing in dividend ETFs, but the tape isn’t making it easy. SPDR S&P 500 ETF Trust slipped 0.77% by 10:47 a.m. in New York. Schwab U.S. Dividend Equity ETF dropped 0.25%, Vanguard High Dividend Yield ETF was down 0.40%, and JPMorgan Equity Premium Income ETF fell 0.60%. The real test now is less about yield screens and more about which income ETF can hang onto cash when oil, rates and equities drop at once. Wall Street slipped after President Donald Trump declared the Iran interim deal “over,” Reuters said. Brent and U.S. crude each climbed more than 5%. “The million-dollar question is whether this marks a complete breakdown,” said Matthew Ryan, head of market
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08 Jul
Vanguard Total International Stock ETF (NASDAQ:VXUS) holds up as iShares competitors drop

Vanguard Total International Stock ETF (NASDAQ:VXUS) holds up as iShares competitors drop

ETF comparison stories usually put Vanguard Total International Stock ETF, BlackRock’s iShares Core MSCI Total International Stock ETF, iShares Core MSCI EAFE ETF and Vanguard Total Stock Market ETF in the cheap index camp. On Wednesday, trading showed the wrapper is less important than what the fund owns. VXUS and IXUS both cover broad markets outside the U.S. IEFA sticks to developed ex-U.S. stocks, skips Canada. VTI is U.S. focused, the one many investors want less of. Oil jumped over 5% and the dollar gained strength after U.S. President Donald Trump said the Iran ceasefire framework was “over.” U.S. stock indexes slipped, and bond yields climbed. “The million-dollar question” for markets is whether talks have collapsed or if this is
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08 Jul
Dell (NYSE:DELL) faces $7.7B Texas test after recent drop

Dell (NYSE:DELL) outlook: Trump buzz fades, focus shifts to AI servers, SEC updates

Dell Technologies traded with mixed signals Wednesday—moving like both an AI hardware play with solid order flow and a stock hit by fresh governance concerns. In early U.S. trade, Dell was off 0.03% at $417.15 as of 10:49 a.m. EDT. The stock opened at $425.00, hit a high of $448.89 and dipped to $402.50. HP added 1.2%, Super Micro Computer rose 1.8%, while Nvidia edged down 0.4% in the same stretch. First take from investors is direct. Trump drove Monday’s jump, but by Wednesday peer performance was cleaner than Dell’s. The market is facing a company with $274 billion equity value, a P/E higher than Nvidia, and 11% intraday swings. It can’t be priced as just a PC firm or
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08 Jul
Samsung Electronics (KRX:005930) posts record profit but AI memory stocks slip as market looks to July 30 pricing

Samsung Electronics (KRX:005930) posts record profit but AI memory stocks slip as market looks to July 30 pricing

Korea Exchange wasn’t trading regular hours at the dateline. The main session runs 9:00 a.m. to 3:20 p.m. KST. Seoul had just passed midnight Thursday, so the next open will show if sellers were pausing or if Wednesday’s drop keeps going. Samsung posted a strong result, but not in the way investors wanted. Its guidance shows the memory upcycle is already baked into the numbers. Now the market is watching to see how long the price cycle holds up with group operating margin over 50%.
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08 Jul
China refiners stall on 63 million barrels after Iran waiver ends

China refiners stall on 63 million barrels after Iran waiver ends

The end of the U.S. Iran oil waiver is leaving tankers loaded with crude and nowhere to go. Shipments have piled up, with tens of millions of barrels at sea. Sellers are facing a tight legal deadline to wrap up earlier deals, but a lot of this oil doesn’t have a set buyer yet. Investor risk sits mostly in China. EIA data say Iran shipped out 1.576 million barrels a day of crude and condensate in 2025, with nearly all of it—1.567 million bpd—headed to China or routes probably going there. So the 63 million barrels now at sea are roughly 40 days' worth of China shipments. At Brent’s intraday price, that's about $4.9 billion for these barrels, not counting
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08 Jul
Oracle shares drop with investors discounting $638 billion AI backlog

Oracle shares drop with investors discounting $638 billion AI backlog

Oracle shares slipped in New York Wednesday morning. Investors keep discounting the difference between Oracle’s big AI deal backlog and the cash it needs for new data centers. Shares traded at $140.39, off a 52-week high of $345.72 mentioned in a Motley Fool piece on Yahoo Finance Tuesday. The stock lost 25% in the first half of 2026. Timing is the main point this time. Oracle wrapped up fiscal 2026 with $638 billion in remaining performance obligations, which is a 363% jump from a year ago, after it landed several big cloud deals. The annual report says only 12% of that becomes revenue in the next 12 months, 34% comes in months 13 to 36, another 34% in months 37
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08 Jul
NASA New Horizons wake-up spotlights deep-space comms gap still out of investor reach

NASA New Horizons wake-up spotlights deep-space comms gap still out of investor reach

NASA’s New Horizons mission is showing how far commercial space communications still have to go. The agency’s Near Space Network handles missions as far as 2 million km from Earth, but New Horizons is about 9.5 billion km out. That’s around 4,750 times farther than the edge of NASA’s current commercial network. The agency buys commercial direct-to-Earth and relay services only within that range. NASA said July 7 that flight controllers at the Johns Hopkins Applied Physics Lab confirmed New Horizons woke up from a 321-day hibernation that started Aug. 7. The signal, sent via NASA’s Deep Space Network near Madrid, took 8 hours and 52 minutes to reach Earth.
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08 Jul
Freedom Fuel lines up Trump pump discount on tight margins

Freedom Fuel lines up Trump pump discount on tight margins

Freedom Fuel Network’s low-price gas play is about margins, not demand. The private network, which has White House support, is selling regular gas at $3.47 a gallon in Philadelphia—well under current local prices and deeper than typical retail markups. The White House said Tuesday that the first Freedom Fuel station opened in Upper Dublin Township, Pennsylvania. The network’s site shows 25 spots, but the White House didn’t confirm to the Philadelphia Inquirer whether all 25 are up and running.
08 Jul
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