Rocket Lab Shares Tumble Despite Nasdaq-100 Inclusion; SpaceX Debut Sours Sentiment
Analysis Daniel Marsh

Rocket Lab Shares Tumble Despite Nasdaq-100 Inclusion; SpaceX Debut Sours Sentiment

Rocket Lab shares dropped 10.79% to $102.39 on Friday, as a SpaceX debut sparked profit-taking across space stocks, overshadowing the company's upcoming Nasdaq-100 inclusion.

RKLB
Tesla Closes Above $400 Amid Robotaxi Optimism and SpaceX Debut
Technology Sarah Chen

Tesla Closes Above $400 Amid Robotaxi Optimism and SpaceX Debut

Tesla closed above $400 at $406.43, up 1.8%, as robotaxi bets grow and SpaceX's debut fades. J.P. Morgan raised its target to $475, citing autonomy and robotics.

TSLA
Redwire Shares Slide 11.6% on $500M ATM Equity Plan, Dilution Fears
Markets Daniel Marsh

Redwire Shares Slide 11.6% on $500M ATM Equity Plan, Dilution Fears

Redwire shares tumbled 11.6% to $15.12 after unveiling a $500M at-the-market equity program, stoking dilution worries as investors await proof of backlog conversion.

RDW SPCE SPY QQQ
SMCI Slides 4.8% on $7B Financing, AI Order Dilution Fears
Technology Sarah Chen

SMCI Slides 4.8% on $7B Financing, AI Order Dilution Fears

Super Micro Computer shares slid 4.8% after announcing a $7B equity and convertible financing for AI-server orders, but warned the $39B in orders are not firm commitments, fueling dilution fears.

SMCI QQQ
Nvidia Holds Near $5 Trillion as China CPU Push and AI Benchmark Stir Investor Interest
Technology Sarah Chen

Nvidia Holds Near $5 Trillion as China CPU Push and AI Benchmark Stir Investor Interest

Nvidia shares closed near $5 trillion on Friday, as news of potential China orders for its Vera CPU and new AI benchmark results keep the stock in focus.

NVDA
Becerra Takes Early Lead in California Governor Race, Trump-Backed Hilton Trails
Markets Daniel Marsh

Becerra Takes Early Lead in California Governor Race, Trump-Backed Hilton Trails

Democrat Xavier Becerra leads Republican Steve Hilton by 21 points among registered voters, according to a UC Berkeley IGS poll, with official results to be certified by July 10.

FuboTV Upgraded as NBCUniversal Returns and World Cup Boosts Demand
Markets Daniel Marsh

FuboTV Upgraded as NBCUniversal Returns and World Cup Boosts Demand

FuboTV upgraded to hold from sell by Wall Street Zen as NBCUniversal programming returns and World Cup streaming boosts demand.

FUBO
Emirates A380 Network Expands to 48 Cities in July After June Reductions
Markets Daniel Marsh

Emirates A380 Network Expands to 48 Cities in July After June Reductions

Emirates will operate the A380 to 48 cities in July, up from 44 in June, after the Iran conflict forced deep schedule cuts. The airline restores superjumbo service on several key routes but keeps some on Boeing 777s.

Cuban Dumps Bitcoin, Calls It 'Lost the Plot' as Price Tops $64K
Crypto Sarah Chen

Cuban Dumps Bitcoin, Calls It 'Lost the Plot' as Price Tops $64K

Mark Cuban says Bitcoin has lost its purpose as a hedge, revealing he sold most of his holdings before recent conflicts, even as BTC briefly topped $64,000.

IBIT
POET Technologies Surges on AI Photonics Hype Amid Legal and Dilution Risks
Technology Sarah Chen

POET Technologies Surges on AI Photonics Hype Amid Legal and Dilution Risks

POET Technologies shares rose 11% to $12.53 on AI photonics momentum, but investors face legal risks, dilution, and upcoming catalysts including the June 26 annual meeting and June 29 lead-plaintiff deadline.

POET
Ondas Stock Declines Amid Index Inclusion and Investor Caution
Markets Daniel Marsh

Ondas Stock Declines Amid Index Inclusion and Investor Caution

Ondas (ONDS) fell 5.09% to $9.33 as the STOXX index inclusion approaches, with the market balancing strong revenue growth against ongoing losses and potential share dilution.

ONDS
KEEL gains on AI data center expansion, $458M convertible note deal
Markets Daniel Marsh

KEEL gains on AI data center expansion, $458M convertible note deal

KEEL shares rose 1.27% to $5.59 and added 1.25% after hours as investors assess its $458 million convertible-note financing for AI data center expansion. The next catalyst is lease execution at Panther Creek, Sharon, and Moses Lake in 2026.