Mizuho Raises D-Wave Quantum Target, Shares Surge Despite Valuation Concerns
Technology Sarah Chen

Mizuho Raises D-Wave Quantum Target, Shares Surge Despite Valuation Concerns

Mizuho lifted D-Wave Quantum's price target to $35, boosting shares 14.3%. While bookings and cash are strong, revenue dropped 81% and losses deepened, underscoring valuation risks.

QBTS
Air Taxi Stocks Surge on Risk-On Wave; Joby Aviation Up 7%
Technology Sarah Chen

Air Taxi Stocks Surge on Risk-On Wave; Joby Aviation Up 7%

Joby Aviation shares climbed 7% to $9.79 as part of a broad risk-on rally, with no company-specific news. Investors await FAA milestones and Dubai commercial flights.

JOBY
Air-Taxi Stocks Surge: Archer Aviation Soars 9% on Sector Rally and FAA Certification Hopes
Technology Sarah Chen

Air-Taxi Stocks Surge: Archer Aviation Soars 9% on Sector Rally and FAA Certification Hopes

Archer Aviation shares surged 9.35% to $5.56 on heavy volume Monday, part of a broader air-taxi stock rally, as investors look ahead to FAA certification progress and planned U.S. operations in 2026.

ACHR JOBY
UiPath Shares Inch Higher as AI Automation Hopes Face Valuation Scrutiny
Technology Sarah Chen

UiPath Shares Inch Higher as AI Automation Hopes Face Valuation Scrutiny

UiPath shares edged up 1.75% to $10.74 amid a broader software rally, but the stock remains near its yearly low as Wall Street awaits proof that AI products can accelerate growth.

PATH
Ondas Stock Rises on Resale Filing, Focus on Drone Contracts
Earnings James Calloway

Ondas Stock Rises on Resale Filing, Focus on Drone Contracts

Ondas shares rose 3.9% to $9.69 after filing a resale prospectus for 6.07 million shares linked to recent acquisitions. Investors now focus on Q2 results to see if $110M+ in new orders and a $457M backlog convert to revenue.

ONDS
SoFi Gains Ahead of Earnings, Valuation Under Scrutiny
Earnings James Calloway

SoFi Gains Ahead of Earnings, Valuation Under Scrutiny

SoFi Technologies rose 3.35% to $17.14 as growth stocks rallied, but its high P/E ratio and unconfirmed Q2 earnings date leave the stock vulnerable to disappointment.

SOFI
Marvell Technology Surges on S&P 500 Addition and AI Chip Demand
Technology Sarah Chen

Marvell Technology Surges on S&P 500 Addition and AI Chip Demand

Marvell Technology surged 9% to $305 on S&P 500 inclusion and AI chip demand. The stock trades at over 100 times earnings with a $235.70 average price target.

MRVL
QTREX Quantum Stock Skyrockets After AME System Reaches Production Milestone
Technology Sarah Chen

QTREX Quantum Stock Skyrockets After AME System Reaches Production Milestone

QTREX Quantum stock soared 84% to $2.37 after a key customer moved its AME system to production following a 97% manufacturing yield. The company remains early-stage and risky.

QTRX
Grab Rallies on Nasdaq Surge, Eyes August Guidance After Superbank Merger
Markets Daniel Marsh

Grab Rallies on Nasdaq Surge, Eyes August Guidance After Superbank Merger

Grab shares jumped nearly 7% on broad market strength, with no company-specific news. The next catalyst is August's guidance update following the Superbank consolidation.

GRAB
Bezos Proposes Zero Federal Income Tax for Half of US Earners
Economy Daniel Marsh

Bezos Proposes Zero Federal Income Tax for Half of US Earners

Jeff Bezos has reignited debate by proposing zero federal income tax for the bottom half of U.S. earners, a move analysts say would most benefit middle-income households. Democratic legislation would cost $1.6 trillion over 10 years, funded by a surtax on high earners.

AMZN
Pattern Group Shares Drop 11% on Large Secondary Sale by Pre-IPO Holder
Markets Daniel Marsh

Pattern Group Shares Drop 11% on Large Secondary Sale by Pre-IPO Holder

Pattern Group shares dropped 11% after a pre-IPO holder tied to Knox Lane launched a secondary offering of 8 million Series A shares, with an option for 1.2 million more.

PTRN
Tech Rally Powers QQQ Surge as US-Iran Deal Eases Oil, Inflation Worries
Markets Daniel Marsh

Tech Rally Powers QQQ Surge as US-Iran Deal Eases Oil, Inflation Worries

QQQ gained 3.1% as US-Iran deal lowered oil prices, easing inflation and rate-hike fears. Micron and Nvidia led a tech rally, with TQQQ surging 9.2%.

QQQ TQQQ MU NVDA WDC STX AMD INTC AAPL MSFT AMZN AVGO GOOGL META USO