Super Micro Stock Dips Below Recent Capital Raise Price Amid Taiwan Probe
Markets Daniel Marsh

Super Micro Stock Dips Below Recent Capital Raise Price Amid Taiwan Probe

Super Micro (SMCI) shares closed at $27.22, below the $27.50 June stock sale price, as a Taiwan investigation into AI server shipments and funding questions weighed on the stock.

SMCI NVDA
Oracle's Cloud Backlog Surpasses Market Cap, Stock Tumbles
Markets Daniel Marsh

Oracle's Cloud Backlog Surpasses Market Cap, Stock Tumbles

Oracle's stock slumped 5.6% as its cloud backlog of $638 billion now exceeds its $408.5 billion market cap, raising concerns about capital spending and negative free cash flow.

ORCL
Amazon Surges Past Nasdaq in Holiday Week; AWS Price Hike and Prime Day Data in Focus
Technology Sarah Chen

Amazon Surges Past Nasdaq in Holiday Week; AWS Price Hike and Prime Day Data in Focus

Amazon shares climbed 4.3% in a holiday-shortened week, outpacing the Nasdaq's 2.1% gain. The rally was fueled by strong Prime Day sales and AWS price hikes, though trading volume declined.

AMZN QQQ
Ford Stock Slips as F-Series Inventory Swells Ahead of Q2 Earnings
Earnings James Calloway

Ford Stock Slips as F-Series Inventory Swells Ahead of Q2 Earnings

Ford shares dropped 5.5% last week as Q2 US sales fell 10.3% and F-Series inventory reached 96% of quarterly sales, putting margins in focus.

F GM TM TSLA SPY
Netflix Rebounds 5% as Q2 Earnings Loom; Cash Flow Multiple Eyed
Earnings James Calloway

Netflix Rebounds 5% as Q2 Earnings Loom; Cash Flow Multiple Eyed

Netflix bounced 5.2% last week, outperforming the Nasdaq, yet shares are off 17% YTD. The upcoming Q2 report on July 16 is a key catalyst.

NFLX DIS AMZN CMCSA META
MARA Holdings Faces Heavy Short Interest Amid Bitcoin Mining Slump
Crypto Sarah Chen

MARA Holdings Faces Heavy Short Interest Amid Bitcoin Mining Slump

MARA Holdings (NASDAQ:MARA) ends Thursday at $12.40, down 7.26%, with short interest at 102.56 million shares (27.54% of float) as bitcoin miners slide.

MARA RIOT CLSK CIFR IREN
Keel Infrastructure Shares Face Mixed Signals Ahead of Monday's Nasdaq Open
Markets Daniel Marsh

Keel Infrastructure Shares Face Mixed Signals Ahead of Monday's Nasdaq Open

Keel Infrastructure shares ended sharply lower on Nasdaq before the July 4 holiday but edged up on the TSX, setting up a mixed open Monday.

BlackBerry's QNX Growth Drives Stock, Valuation Scrutiny Ahead
Technology Sarah Chen

BlackBerry's QNX Growth Drives Stock, Valuation Scrutiny Ahead

BlackBerry's stock fell 10% after a QNX-driven earnings beat, leaving valuation and short interest as key factors for the week ahead.

BB AAPL MSI
Pfizer's 7% Yield Beckons as Stock Lingers Near $24
Markets Daniel Marsh

Pfizer's 7% Yield Beckons as Stock Lingers Near $24

Pfizer (PFE) trades near $24 with a 7.1% yield after a flat week. The company's Q1 dividends rivaled R&D spending, underscoring a focus on shareholder returns.

PFE JNJ LLY ABT
Nu Holdings Stock Rises Ahead of CFO Change; Buyback Capacity Shrinks
Markets Daniel Marsh

Nu Holdings Stock Rises Ahead of CFO Change; Buyback Capacity Shrinks

Nu Holdings (NU) gained 3.3% in a short week, but its $1B buyback now covers fewer shares as the stock price rises. Investors watch credit quality and the upcoming CFO change.

NU SPY KBE V COF
IREN Stock Slips After Russell 1000 Inclusion Highlights CEO Compensation
Markets Daniel Marsh

IREN Stock Slips After Russell 1000 Inclusion Highlights CEO Compensation

IREN shares dropped 17.8% in its first week in the Russell 1000, as a massive CEO stock grant drew investor scrutiny.

IREN MARA RIOT CIFR APLD NVDA ORCL GOOGL META
S&P 500 earnings outlook brightens as energy sector shows value gap
Markets Daniel Marsh

S&P 500 earnings outlook brightens as energy sector shows value gap

FactSet raises S&P 500 Q2 profit growth estimate to 23.3%, with energy sector showing a 64.3-point gap between rising estimates and falling prices. Fed minutes and key earnings due this week.

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