Today: 14 July 2026
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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Alibaba stock’s 15% AI rally set for key 70% cloud hurdle

Alibaba stock’s 15% AI rally set for key 70% cloud hurdle

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13 July 2026
Alibaba Group was up 0.9% at $113.33 in late morning New York trade Monday, keeping gains going after its Hong Kong shares jumped 15.6% over four sessions. That stood out with the Nasdaq down 0.8% as U.S.-Iran jitters hit and chip stocks slumped. Alibaba's Hong Kong shares ended 0.45% higher at HK$110.70, after hitting HK$115.10 earlier.
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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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Nokia shares jumped on €5.5B defense-AI news—Ericsson moves in focus

Nokia shares jumped on €5.5B defense-AI news—Ericsson moves in focus

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12 July 2026
Nokia Oyj heads into Monday with the Helsinki market closed for the weekend, after big swings last week. Shares soared 9.64% on Thursday as the company showed off its first operational results from the NestAI defence partnership. Nokia finished Friday at €10.90. Thursday's rally pushed up market value by about €5.5 billion, using the 5.6 billion shares not owned by the company, or 55 times the €100 million joint investment from Nokia and Tesi tied to the partnership.
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Australia Stock Market Today: ASX 200 Falls For Fifth Day As Oil Shock Hits Banks, Origin

ASX 200 holds steady as oil jumps 9%

ASX futures pointed to just a minor dip for Australian shares Tuesday, with SPI 200 futures off 8 points, or 0.09%, at 08:32 AEST. That comes even as oil surged more than 9% and the Nasdaq slid 1.55%. The ASX 200’s big weighting in banks and energy is helping buffer local stocks compared to tech-heavy markets overseas.
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14 Jul
JD.com pops while Qualcomm lags as volume tracks search trends

JD.com pops while Qualcomm lags as volume tracks search trends

Qualcomm dropped 2.7% Monday, even after TD Cowen bumped its price target to $225 from $200. JD.com added 2.4% while Macquarie lowered its target to $37 from $40. The new targets suggest possible upside of 22.3% for Qualcomm, 28.1% for JD, versus their latest closes. Macquarie kept an Outperform on JD, projecting Q2 revenue to slip 4% and adjusted operating profit—before specified items—at RMB5.8 billion.
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14 Jul
Salesforce Shares Up 4.8% as Debt Dims Value Pitch

Salesforce Shares Up 4.8% as Debt Dims Value Pitch

Salesforce Inc. rose 4.8% to end Monday at $171.22, topping the S&P 500's 0.8% drop. Investors moved back into the stock as debate about whether acquisitions can push Salesforce’s AI strategy picked up. The bounce came after a positive view of its $3.6 billion deal for Fin, which landed just a few days after KeyBanc cut the stock on worries about Agentforce.
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14 Jul
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.
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14 Jul
NuScale’s 85% Selloff Leaves $2.9 Billion TVA Gamble in Doubt

NuScale’s 85% Selloff Leaves $2.9 Billion TVA Gamble in Doubt

NuScale Power dropped 7.6% to $8.35 Monday, hitting a 52-week low and finishing 85.5% below its October high when U.S. cash markets closed. The latest slide is drawing attention to one odd part of its Tennessee Valley Authority deal: under the deal’s current terms, a firm commitment for all 72 planned reactor modules would mean ENTRA1 Energy gets a second payment, around $1.18 billion.
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14 Jul
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.
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13 Jul
AMC Stock’s $200 Million Lifeline Buys Time—but Its Fee Tops a Year of Interest Savings

AMC Stock’s $200 Million Lifeline Buys Time—but Its Fee Tops a Year of Interest Savings

AMC Entertainment Holdings last traded at $1.87 after Monday’s U.S. market close, about 11% below the $2.10 paid by institutional investors in its June share sale. The sharper balance-sheet signal is that the deal’s roughly $11 million placement fee exceeds a full year of the $7.7 million in cash interest AMC says it will save by retiring debt; market commentator Jim Cramer said the turnaround had a “limited shelf life because the balance sheet was heinous.”
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13 Jul
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.
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13 Jul
S&P 500 Tech Slide Masked 0.76-Point Shift—Banks in Focus as Results Loom

S&P 500 Tech Slide Masked 0.76-Point Shift—Banks in Focus as Results Loom

S&P 500 dropped 0.8% Monday as chip stocks tumbled and oil spiked nearly 10%, shaking risk appetite. But the bigger story for investors was under the surface: the index’s equal-weight version slipped just 0.03%. A big financials ETF moved up 0.65%, while its tech fund counterpart fell 2.42%. The 0.76 point gap between the main and equal-weight S&P suggested big caps were rotating, not dumping stocks.
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13 Jul
AI stocks signal memory premium starting to fade

AI stocks signal memory premium starting to fade

AI stocks ended Monday in the red, though losses varied across the sector. A group of three memory and storage plays tied to AI dropped 7.2%, nearly double the 3.7% loss for a set of four compute and foundry names. The split points to investors shortening their view on how long shortage-fueled gains can last, despite healthy order books and continued spend on infrastructure.
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13 Jul
Broadcom’s $10 Million Insider-Sale Story Misses a Near-$30 Million Filing Trail

Broadcom’s $10 Million Insider-Sale Story Misses a Near-$30 Million Filing Trail

Broadcom insider-sale reports circulating on Monday capture only part of the recent filing trail. Securities records show $19.9 million of completed sales by Chief Legal and Corporate Affairs Officer Mark Brazeal and director Gayla Delly since June 25, plus Brazeal’s July 10 notice for another $10.0 million block — $29.9 million completed and proposed, not $29.9 million already sold. The notice carries Brazeal’s representation that he knew of no material adverse information that had not been disclosed publicly.
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13 Jul
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.
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13 Jul
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