Personalis Shares Slide on Tempus's $16.25 Bid, Meager 6% Premium Sparks Concerns
Markets Daniel Marsh

Personalis Shares Slide on Tempus's $16.25 Bid, Meager 6% Premium Sparks Concerns

Personalis shares dropped 11.6% despite a $16.25 acquisition bid from Tempus AI, as the modest 6% premium and stock-based structure fueled investor skepticism.

PSNL TEM
Hut 8 Shares Jump 11.5% on Second $9.8B AI Lease, 2028 Delivery in Focus
Markets Daniel Marsh

Hut 8 Shares Jump 11.5% on Second $9.8B AI Lease, 2028 Delivery in Focus

Hut 8 shares rose 11.5% after securing a second $9.8 billion AI lease for 352 MW of capacity at Beacon Point, with Phase 2 delivery set for 2028.

HUT NVDA IREN
Archer Aviation Soars 19% on Thunder Defense Aircraft Debut
Markets Daniel Marsh

Archer Aviation Soars 19% on Thunder Defense Aircraft Debut

Archer Aviation shares jumped 19% after unveiling the Thunder autonomous hybrid aircraft, developed with Anduril, aiming to diversify beyond air taxis.

ACHR JOBY EVTL
Opendoor Stock Near $4.50 as Focus Shifts to Margin Trial and Breakeven Goal
Earnings James Calloway

Opendoor Stock Near $4.50 as Focus Shifts to Margin Trial and Breakeven Goal

Opendoor stock trades around $4.50 as the company aims for breakeven adjusted EBITDA in Q2. A 14% sequential drop in the cost bridge adds pressure ahead of August 4 results.

OPEN Z OPAD
Nu Holdings Rises on Mexico Deposit Growth, Outpacing Customer Gains
Markets Daniel Marsh

Nu Holdings Rises on Mexico Deposit Growth, Outpacing Customer Gains

Nu Holdings shares rose 3.5% as Mexico deposits outpace customer share, indicating deeper engagement. The company also received a banking license in Mexico.

NU
Air Force Base Defense Plan May Split Spending Across Multiple Systems
Markets Daniel Marsh

Air Force Base Defense Plan May Split Spending Across Multiple Systems

The U.S. Air Force is exploring a modular base-defense approach that could spread spending across launchers, sensors, missiles, and command systems, reducing reliance on a single supplier.

LDOS RTX LHX NOC
Tempus AI Shares Near Deal Termination Threshold After 7.8% Drop
Markets Daniel Marsh

Tempus AI Shares Near Deal Termination Threshold After 7.8% Drop

Tempus AI shares dropped 7.8% to $48.39, nearing the $46 threshold that could trigger a termination right for Personalis, wiping $730 million from market cap.

TEM PSNL GH NTRA
Sandisk's Monday Rebound Recovers Only Fraction of Recent Slide
Markets Daniel Marsh

Sandisk's Monday Rebound Recovers Only Fraction of Recent Slide

Sandisk (SNDK) shares jumped 7.4% on Monday, recovering 17.8% of last week's steep 29.3% loss. The chip sector rebounded, but Sandisk's repair was the weakest among peers.

SNDK MU WDC SOXX
NIO Shares Edge Up as Firefly's Habitat Premium Raises Profitability Questions
Markets Daniel Marsh

NIO Shares Edge Up as Firefly's Habitat Premium Raises Profitability Questions

NIO ADRs rose 0.7% to $4.92 after Firefly's Habitat launched at a 11.3% premium. Onvo and Firefly drove 90% of Q2 delivery growth, raising margin concerns.

NIO XPEV LI
IonQ Leads in Revenue Amidst Higher Quantum Competitor Valuations
Technology Sarah Chen

IonQ Leads in Revenue Amidst Higher Quantum Competitor Valuations

IonQ's Q1 revenue of $64.7M dwarfs Quantinuum and QUBT's combined $8.9M, yet their valuations surpass IonQ by 30%, highlighting a key divergence in quantum computing stocks.

IONQ QUBT PLTR
Robinhood Rises on $1.7B Revenue Forecast; SpaceX Drops Below IPO Price
Markets Daniel Marsh

Robinhood Rises on $1.7B Revenue Forecast; SpaceX Drops Below IPO Price

Robinhood stock rose 1.2% as Bernstein boosted its price target to $160, projecting $1.7 billion in prediction-market revenue by 2028. SpaceX shares slipped 0.8% to $123, trading below their IPO price.

HOOD
Jersey Mike's IPO Primarily Benefits Existing Shareholders, Debt Reduction Minimal
IPO Michael Okonkwo

Jersey Mike's IPO Primarily Benefits Existing Shareholders, Debt Reduction Minimal

Jersey Mike's upcoming IPO sees 68.3% of shares sold by existing holders, with net proceeds of ~$301M reducing debt by only 14.3%. Blackstone retains voting control.

BX