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Wedgewood Partners Highlights Microsoft (NASDAQ: MSFT)’s $100 B OpenAI Bet, Warns of Share Decline

The letter notes a $100 billion injection into OpenAI and a $170 billion cash‑flow haul across the last four quarters, both propelling a 27% rise in cash generation. Yet the market responded with a 2.7% drop, pulling the share price to $390.11. The juxtaposition …

Vinay Lochav | 17 July 2026

SpaceX Shares Drop 4% Premarket as Launch Delay Pressures IPO Valuation

SpaceX’s stock is under renewed pressure after the company postponed a important launch, sending shares down about 4% in premarket trading. The setback deepens concerns over the company’s valuation, which already sits below its IPO price, as investors weigh the implications of operational delays …

Vinay Lochav | 17 July 2026

Unity Software Inc. (NYSE: U) Announces Director Resignation as Insiders Sell Stock

Unity Software Inc. announced that board member Shlomo Dovrat will step down, with his resignation taking effect. The departure marks the latest in a series of governance changes, bringing the company’s officer or director filing.

Vinay Lochav | 17 July 2026

Nasdaq Dips on Dual Blow From Netflix Revenue Shortfall and Semiconductor Weakness

Netflix’s latest earnings missed consensus forecasts, sending its shares tumbling and sparking a broader market retreat. The revenue shortfall acted as the catalyst for the decline, while a simultaneous pullback in semiconductor stocks amplified pressure on the Nasdaq index. Investors also noted the company’s …

Vinay Lochav | 17 July 2026

SK Hynix Profit-Taking Triggers 5% Drop After 27% Rally in Memory Stocks

Memory chip stocks are retreating today as investors take profits following a sharp rally, with SK Hynix leading the decline after a 27% surge in recent sessions. The pullback extends across the sector, dragging SanDisk and Western Digital lower as traders reassess valuations after …

Vinay Lochav | 17 July 2026

SpaceX Scrubs Starship Flight, Starlink Expansion Plans Face Delay

SpaceX’s first Starship test flight since its initial public offering was abruptly halted after an engine startup failure, sending the company’s stock lower in premarket trading. Aerospace and satellite communications sectors reacted swiftly, with investors recalibrating expectations for near-term revenue growth tied to Starship’s …

Vinay Lochav | 17 July 2026

Trump Media & Technology Group Corp. (NASDAQ: DJT) Introduces Licensed Data Service for Truth Social

Trump Media & Technology Group Corp. (NASDAQ: DJT) has introduced a licensed data service that delivers real-time access to posts from prominent Truth Social accounts. This initiative reflects the company’s efforts to explore additional revenue opportunities beyond its core social media platform.

Vinay Lochav | 17 July 2026

Artificial Intelligence Technology Solutions (OTC: AITX) Shareholders Approve 15.5 Billion Share Reduction in Authorized Common Stock

Artificial Intelligence Technology Solutions Inc. The Nevada Secretary of State accepted the amendment, making the change effective. This adjustment follows a shareholder-approved measure disclosed earlier in the year.

Vinay Lochav | 17 July 2026

Cybersecurity Stocks Gain as US Firms Face Surge in Digital Threats

US companies are confronting a sustained rise in cyber attacks, forcing boards to reallocate capital toward digital defenses and reshaping market expectations for the technology sector. The escalation in threats, ranging from ransomware to supply-chain infiltrations, has pushed cybersecurity to the top of corporate …

Vinay Lochav | 17 July 2026

Freightos Form 144 Filing Points to Liquidity Event in Freight Tech Sector

Freightos insiders are preparing to sell shares, a move that could ripple through the digital freight sector and weigh on logistics stocks. The filing of Form 144 by company affiliates signals a potential liquidity event, coming at a time when freight rates and shipping …

Vinay Lochav | 17 July 2026
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