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CXL Memory Battle Opens New AI Growth Path, Revenue Timelines Uncertain
Samsung and SK hynix shares dropped over 4% amid CXL memory updates that hint at AI growth, though commercial deployment remains behind schedule.
TSMC's $265 Billion Arizona Bet Strains Cash Flow as Q2 Capex Surges 41%
TSMC's Q2 free cash flow dropped 17.5% despite record profit, as capex surged 41.4% for its massive Arizona buildout. Revenue forecast raised above 40% for 2026.
BlackRock's IBIT Leads Bitcoin ETF Recovery Amid Broad Outflows
BlackRock's IBIT led the Bitcoin ETF rebound with $496 million in inflows over two weeks, while other funds combined for $223.1 million in outflows, resulting in a net $272.9 million gain.
EOS Shares Recover, Still Lag Below May Placement Price
EOS shares edged up 1.6% to A$7.14, still 10.8% under the A$8 May placement price. A A$726M backlog, about 46% of market cap, provides support but profit conversion remains uncertain.
Telix Pharma Slides 8.4% in Five Days, Japan Opportunity Excluded from 2026 Guidance
Telix Pharmaceuticals (ASX:TLX) shares fell 8.4% in five sessions, trailing the ASX 200 by 8.3 points. Enrollment in Japan Phase 3 reached 105 patients, but Japan remains outside 2026 revenue guidance.
Tetratherix Maintains A$358M Valuation Amid Thin Trading
Tetratherix (ASX:TTX) holds a A$358 million valuation as only 55.6% of shares trade freely. A large escrow block restricts supply, amplifying price swings.
4DMedical Shares Tumble 15.6% as US Legislative Hopes Fade
4DMedical shares plunged 15.6% on Friday, erasing A$354 million in equity, as uncertainty mounts around a stalled US legislative pilot program.
DroneShield Short Interest Hits 52-Week High Amid Revenue Forecast Cuts
Short interest in DroneShield (ASX:DRO) hit a 52-week peak of 12.84% as Jefferies slashed revenue forecasts and price target, citing delivery issues.
Plug Power Shares Slip on $80M Cash Bridge Amid July Deadlines
Plug Power shares ended the week lower as an $80 million cash bridge from property sales faces crucial July deadlines, including a Texas inspection period ending July 25.
Oklo Shares Slide 15.8% as Market Eyes July Reactor Milestone
Oklo shares dropped 15.8% to $41.11, leading a broader nuclear stock decline, as the market awaits the Groves reactor's July criticality milestone.
