Joby Aviation Stock Rebounds on Inflation Data Amid High Valuation
Markets Daniel Marsh

Joby Aviation Stock Rebounds on Inflation Data Amid High Valuation

Joby Aviation shares rose 3.6% to $7.75 after hitting a 52-week low, boosted by cooler-than-expected CPI data. The stock still trades at over 50 times projected 2026 sales.

JOBY ACHR EVEX TM
Lucid's $948 Million Market Cap Wipeout Nearly Erases April Capital Infusion
Markets Daniel Marsh

Lucid's $948 Million Market Cap Wipeout Nearly Erases April Capital Infusion

Lucid's stock crashed 44%, erasing $948 million in market cap—almost all of its April capital package—amid reports of a possible sale or bankruptcy.

LCID UBER
Nebius Stock Falls 6.7% Despite $1 Billion AI Deal with Reflection
Markets Daniel Marsh

Nebius Stock Falls 6.7% Despite $1 Billion AI Deal with Reflection

Nebius shares drop 6.7% despite a $1 billion order from Reflection AI; high capital spending relative to revenue weighs on sentiment.

NBIS NVDA MSFT META CRWV
Microsoft's $40B Capex Test: Can AI Revenue Catch Up?
Earnings James Calloway

Microsoft's $40B Capex Test: Can AI Revenue Catch Up?

Microsoft heads toward July 29 earnings with bulls eyeing a valuation discount and a potential bounce, but the key question is how quickly AI demand converts to cash flow versus heavy spending.

MSFT AMZN GOOGL
TeraWulf stock slides 8% on $3.5B financing hurdle for AI lease
Markets Daniel Marsh

TeraWulf stock slides 8% on $3.5B financing hurdle for AI lease

TeraWulf shares dropped 8% after the $19B Anthropic lease requires $3.5B in project financing, raising concerns about debt levels and equity cash flow.

WULF IREN APLD CORZ
Citi Shares Slide on Slower Second-Half Return Outlook
Analysis Daniel Marsh

Citi Shares Slide on Slower Second-Half Return Outlook

Citigroup shares fell 4.4% on Tuesday despite a 15% profit beat, as the bank's unchanged full-year return target signals a sharp slowdown in the second half.

C JPM BAC WFC
Intuitive Surgical Drops 6% After HCA Surgery Data Raises Q2 Concerns
Earnings James Calloway

Intuitive Surgical Drops 6% After HCA Surgery Data Raises Q2 Concerns

Intuitive Surgical shares dropped 6% following HCA Healthcare's Q2 surgery volume decline, intensifying scrutiny ahead of its own earnings report.

ISRG HCA SYK MDT
AMD Stock Surges as KeyBanc Targets $725, Betting on AI GPU Boom
Technology Sarah Chen

AMD Stock Surges as KeyBanc Targets $725, Betting on AI GPU Boom

KeyBanc lifted AMD's price target to $725, forecasting AI GPU revenue to hit $48.5B by 2027. AMD shares rose 3.9% as analysts pile on bullish calls.

AMD NVDA INTC
Opendoor Stock Trades 70% Above KBW Target as Q2 Margins Tighten
Earnings James Calloway

Opendoor Stock Trades 70% Above KBW Target as Q2 Margins Tighten

Opendoor stock is 70% above KBW's $2.65 target, with Q2 contribution margin midpoint implying a $9 million shortfall to breakeven. Shares fell 15% from July 9 highs.

OPEN
Vision Marine Shares Surge on Heavy Volume Amid Revenue Growth and Margin Concerns
Earnings James Calloway

Vision Marine Shares Surge on Heavy Volume Amid Revenue Growth and Margin Concerns

Vision Marine Technologies (VMAR) saw its stock surge 7.8% on record volume after filing quarterly results showing revenue growth but margin compression and a going-concern warning.

VMAR
CrowdStrike Surges $18.4B in Market Cap After Inflation Data Fuels Rally
Markets Daniel Marsh

CrowdStrike Surges $18.4B in Market Cap After Inflation Data Fuels Rally

CrowdStrike surged 9.6% on Tuesday, adding $18.4B to its market cap as cooler inflation data ignited a broad tech rally. The stock now trades near its split-adjusted high.

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CleanSpark Stock Slips From Highs After $6.6B Lease Raises Financing Questions
Crypto Sarah Chen

CleanSpark Stock Slips From Highs After $6.6B Lease Raises Financing Questions

CleanSpark shares rose 10.3% but gave back over half of their early gain as a $6.6 billion lease shifted focus to the $1.75 billion-plus build cost and financing risk.

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