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Oracle shares slide as AI contract backlog fails to reassure investors
Analysis Daniel Marsh

Oracle shares slide as AI contract backlog fails to reassure investors

Oracle shares dropped 1.9% as its massive AI contract backlog and planned capital spending continue to weigh on investor sentiment, widening the discount between market cap and obligations.

ORCL MSFT AMZN QQQ SPY
DigitalOcean Surges 9% on Q2 RPO Forecast Exceeding $800 Million
Earnings James Calloway

DigitalOcean Surges 9% on Q2 RPO Forecast Exceeding $800 Million

DigitalOcean shares surged 9% after forecasting Q2 RPO above $800 million, a 15-fold increase year-over-year, as AI cloud demand accelerates.

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State Street Hits New Highs as ETF Inflows Surge Past $1 Trillion
Markets Daniel Marsh

State Street Hits New Highs as ETF Inflows Surge Past $1 Trillion

State Street shares hit a new high as ETF inflows surpass $1 trillion in the first half, lifting fee revenue expectations ahead of Q2 earnings.

STT BLK NTRS KBE SPY IVZ
Super Micro (SMCI) Dips 2.8% as Stock Trades Below June Share Price
Markets Daniel Marsh

Super Micro (SMCI) Dips 2.8% as Stock Trades Below June Share Price

Super Micro (SMCI) dropped 2.8% to $26.44, staying below its June $27.50 share sale price, as the market weighs its $7.0B fundraising needs against AI orders.

SMCI DELL NVDA HPE VRT QQQ SPY
IREN Drops 5% as Anthropic's Australian Data Center Tender Highlights Timeline Gap
Markets Daniel Marsh

IREN Drops 5% as Anthropic's Australian Data Center Tender Highlights Timeline Gap

IREN shares dropped 5% as Anthropic's reported Australian data center tender highlighted the company's 2028 power timeline, contrasting with faster competitor deployments.

IREN WULF MARA HUT RIOT CLSK NVDA
BlackBerry Stock Dips on Convertible Note Conversion Risk and Insider Sales
Markets Daniel Marsh

BlackBerry Stock Dips on Convertible Note Conversion Risk and Insider Sales

BlackBerry shares slipped 1% as convertible notes become convertible and executives sold shares. QNX revenue grew 26% and full-year guidance was raised.

BB
Tvardi Therapeutics Surges 40% on Promising Phase 1 Data for TTI-109
Markets Daniel Marsh

Tvardi Therapeutics Surges 40% on Promising Phase 1 Data for TTI-109

Tvardi Therapeutics shares surged 40% after Phase 1 data for TTI-109 showed rapid conversion and improved tolerability, with volume hitting 53.9 million shares.

TVRD XBI IBB
Adobe Rises Despite BofA's Underperform Rating Amid $25B Buyback
Earnings James Calloway

Adobe Rises Despite BofA's Underperform Rating Amid $25B Buyback

Adobe stock rises 4.5% despite BofA's Underperform rating. The $25B buyback plan, about 27% of market cap, provides a cushion as AI revenue remains small.

ADBE BAC QQQ SPY
Joby Aviation Slides on Insider Transactions and Share Supply Worries
Markets Daniel Marsh

Joby Aviation Slides on Insider Transactions and Share Supply Worries

Joby Aviation shares dropped 8.1% after insider filings showed RSU vesting and planned sales, raising questions about share supply and the Toyota partnership's funding details.

JOBY ACHR EVTL TM SPY IWM
T1 Energy Shares Tumble 16% as Warrant Expiry Looms
Markets Daniel Marsh

T1 Energy Shares Tumble 16% as Warrant Expiry Looms

T1 Energy shares fell 16.6% to $7.21 as 24.6 million warrants expire July 9 at $11.50. Director RSUs added 146,850 new shares.

TE SPY
Sandisk Shares Tumble 8.5% as Memory Sector Concerns Mount
Technology Sarah Chen

Sandisk Shares Tumble 8.5% as Memory Sector Concerns Mount

Sandisk shares slid 8.5% amid memory sector selloff after Samsung’s record Q2 guidance. Focus shifts to cash durability and NAND price trends.

SNDK MU WDC STX NVDA
Palantir Gains on First Latin American Commercial Customer GNP Seguros
Technology Sarah Chen

Palantir Gains on First Latin American Commercial Customer GNP Seguros

Palantir (PLTR) edged up 2.1% on Tuesday after announcing GNP Seguros as its first commercial customer in Latin America, signaling international growth.

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