Today: 15 July 2026
SpaceX (NASDAQ:SPCX) launch puts Sirius XM Holdings (NASDAQ:SIRI) cash flow to the test
15 July 2026

SpaceX drops $39 billion, leaving gains at MDA, Rocket Lab, AST SpaceMobile in the dust

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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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
Wall Street eyes margins again as 5.8-point PPI gap stands out before open

Stock Market Today: Live Updates 15.07.2026

LIVEMarkets rolling coverageStarted: July 15, 2026, 4:00 AM EDTUpdated: July 15, 2026, 5:09 AM EDT SpaceX IPO out of reach? Lockheed Martin, Northrop, L3Harris, RTX offer exposure July 15, 2026, 5:00 AM EDT. If you missed SpaceX’s IPO, Lockheed Martin, Northrop Grumman, L3Harris Technologies, and RTX give investors ways into space. These firms get big contracts from the U.S. government’s Golden Dome missile defense program, tied to satellites, sensors, and rocket work. Lockheed Martin is known for national security space, Northrop Grumman for satellite engines, L3Harris for sensor technology, and RTX for missile defense gear. They run steadier operations and
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
Five Stocks to Watch as Earnings Quality Moves Market by 34 Points

Five Stocks to Watch as Earnings Quality Moves Market by 34 Points

International Business Machines Corp, Goldman Sachs Group Inc, Citigroup Inc, Wells Fargo & Co, and JPMorgan Chase & Co are on the watchlist for Wednesday, after Tuesday’s results spread out a 34.2-point gap from top to bottom performers. Investors weren’t just chasing earnings beats—they put money behind repeatable revenue and walked away from preliminary numbers or companies with muddy cost outlooks.
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15 Jul
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

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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15 Jul
Wall Street eyes margins again as 5.8-point PPI gap stands out before open

Wall Street eyes margins again as 5.8-point PPI gap stands out before open

Wall Street will eye a 5.8-point gap in Wednesday’s premarket as producer price data comes in. In May, stage 1 intermediate demand prices—inputs at the start of the production chain—jumped 12.3% on the year. That compared to a 6.5% rise for final demand selling prices. The June PPI is set for 8:30 a.m. EDT. Economists see no monthly change after May’s 1.1% surge.
15 Jul
Aehr stock jumps as backlog now covers most of 2027 target, margin math makes growth tougher

Aehr stock jumps as backlog now covers most of 2027 target, margin math makes growth tougher

Aehr Test Systems shares jumped in late trading Tuesday after the chip-testing tools company posted record orders. The company now sees 2027 revenue between $130 million and $150 million, ending June 25. Profit is the tougher metric—Aehr needs adjusted earnings to grow at least 25 times from 2026 levels to match the outlook. Investors are backing the guidance.
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15 Jul
AT&T (NYSE:T) 12% free-cash-flow yield draws fire as Starlink tests pricing

AT&T (NYSE:T) 12% free-cash-flow yield draws fire as Starlink tests pricing

AT&T Inc. closed at $21.30 Tuesday. Shares are up 0.8% over two days, even as Bernstein cut its price target 17% on Starlink risks. The company has a market cap close to $150 billion. AT&T’s latest outlook calls for at least $18 billion in free cash flow in 2026, which works out to about a 12% free-cash-flow yield and covers the current dividend around 2.3 times. Most of that is from the discount.
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14 Jul
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