Daniel Marsh, Senior Markets Analyst at StockTi — Page 242

Markets Jul 10

Netflix Edges Higher on Live-TV Plans; Cash Yield in Focus

Netflix (NFLX) shares edged up 0.2% premarket amid reports of live-TV and bundle plans to counter sluggish viewer engagement, with Q2 earnings due July 16.

NFLX WBD AMZN DIS GOOGL C

Analysis Jul 10

SMCI Rebound Masks Dilution Risk From Preferred Conversion and ATM

SMCI's 7.6% two-session rebound leaves it only 2.7% above its June offering price, while potential dilution from preferred shares and an ATM program could add up to 28% to the share count.

SMCI DELL HPE

Markets Jul 10

SpaceX Stock Retreats as Bond Yields Widen, Signaling Divergent Investor Sentiment

SpaceX stock slipped 1% ahead of Friday's open, pulling back from Thursday's 2.6% gain, as the company's 2036 bonds saw yields widen by 30 basis points.

MKTX JPM SPGI RKLB FLY

Markets Jul 10

Ondas Shares Surge 4.1% as Post-DZYNE Equity Value Hits $4.7 Billion

Ondas stock rose 4.1% to $7.65, with equity value reaching $4.7 billion after the DZYNE acquisition. The forward sales multiple is 9x the 2026 revenue target.

ONDS AVAV KTOS

Analysis Jul 10

Keel Infrastructure Stock Bounces as Leasing Progress Becomes Key Test

Keel Infrastructure shares rebound 9% in two days, but a wide valuation range underscores the uncertainty around converting power capacity into long-term data-center leases.

CIFR HUT WULF

Markets Jul 10

Oracle Stock Rises Despite S&P Downgrade; $20B Share Sale Looms

Oracle stock climbs in premarket trading after a credit downgrade, while a $20B share sale threatens dilution.

ORCL MSFT GOOGL AMZN

Analysis Jul 10

Nokia's AI Pivot Drives Stock Surge Amid Major Ownership Shifts

Nokia shares have surged 101% year-to-date, driven by AI infrastructure demand. A €696 million ownership change involving employee shares and FMR's stake reduction tests market resilience ahead of Q2 earnings.

CIEN

Markets Jul 10

eVTOL Stocks Slide: Joby Aviation Down 10% This Week

Joby Aviation (JOBY) shares dropped 10.4% this week, with peer stocks Archer Aviation (ACHR) and Vertical Aerospace (EVTL) also declining significantly.

JOBY ACHR EVTL

Markets Jul 10

Mid-Cap Surge Drives Nifty Past 24,200 as Fund Flows Hit ₹6,090 Crore

Indian stocks jumped over 1% on July 10, with the Nifty crossing 24,200. Mid-cap funds saw inflows of ₹6,090 crore in June, signaling a broadening rally beyond IT stocks.

INFY

Markets Jul 10

AI Trade Rotation Widens Hong Kong-Korea Performance Gap

A widening performance gap between Hong Kong and Seoul markets signals a rotation in AI-related stocks, with Hang Seng gaining 3.5% while KOSPI lost 7.6%.

SSNLF BABA MU TSM