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Oracle (NYSE: ORCL) Shares Drop 4.9% as Buy Ratings Hold, Targets at $225 and $300

Oracle Corporation (NYSE: ORCL) saw its stock slide 4.9% to $125.96 as both Piper Sandler and KeyBanc reaffirmed Buy recommendations, each attaching new price targets that widen the valuation gap. The company’s market capitalization now stands at $381.6 billion, while shares have trended down …

Vinay Lochav | 16 July 2026

Seagate (NASDAQ: STX) Surges 100% in Quarter on AI-Driven Storage Demand

Seagate Technology Holdings plc (NASDAQ: STX) delivered a standout quarter, returning more than 100% as demand for its data storage solutions surged amid the artificial intelligence boom. The company’s shares, though down 8.5% in recent trading to $757.69, have soared 163.2% year-to-date, reflecting investor …

Vinay Lochav | 16 July 2026

Snowflake Inc. (NYSE: SNOW) Grants CEO Performance Award of 1,000,000 Shares

Snowflake Inc. (NYSE: SNOW) has granted its CEO, Sridhar Ramaswamy, a performance-based award of 1,000,000 shares. This equity incentive is part of the company’s broader strategy to align executive compensation with the creation of long-term value for its stockholders. As a leader in the …

Vinay Lochav | 16 July 2026

Spotify (NYSE: SPOT) Beats EPS Forecast, Shares Slip 2%

Despite the beat, the stock slipped 2.0% to $475.54 in the latest session. The price now sits 17.2% below its start‑of‑year level and 0.8% lower than a month ago, managing a 52‑week swing between $405.00 and $748.30. The market’s muted reaction highlights a disconnect …

Vinay Lochav | 16 July 2026

Google (GOOG, GOOGL) Earnings on July 22 Spotlight AI Spending Risks

Google’s upcoming earnings announcement on July 22 will become the focal point for investors weighing the balance between AI ambition and cost discipline. Analysts expect the company’s disclosures to serve as a proxy for broader sector health, as AI‑centric data‑center expansion continues to reshape …

Vinay Lochav | 16 July 2026

Broadcom, AMD, Intel Drop as Marvell’s 31% Monthly Decline Sparks Sector Worries

Marvell Technology’s 8% drop to $189 on Tuesday triggered a broader chip sector selloff, wiping out gains across AI-focused semiconductor stocks as investors reassessed hyperscaler capital expenditure plans. Shares of Broadcom, AMD, and Intel followed Marvell lower, with declines ranging from 3% to 5%, …

Vinay Lochav | 16 July 2026

Satellite Launch Delay Adds Pressure to AST SpaceMobile (NASDAQ: ASTS)’s Funding Plans

AST SpaceMobile (NASDAQ: ASTS) is facing mounting investor skepticism after announcing plans to raise more cash while simultaneously delaying a critical satellite launch. The dual setbacks sent shares tumbling in recent trading, deepening a selloff that has erased nearly a third of the company’s …

Vinay Lochav | 16 July 2026

Credo Technology (NASDAQ: CRDO) Shares Drop 8.9% as Polen Fund Flags Detractor

Credo Technology Group Holding Ltd (NASDAQ: CRDO) saw its shares slide 8.9% in the most recent session after closing the prior day at $226.74. The semiconductor maker, valued at $42.28 billion, remains up substantially on a year‑to‑date basis but has experienced recent month‑to‑month weakness. …

Vinay Lochav | 16 July 2026

Dow Jones Up 0.2% to 52,747, Pulls Nasdaq 1% to 26,003

The Dow Jones Industrial Average edged higher by roughly 0.2%, settling at 52,747, while the Nasdaq Composite dropped 1% to 26,003. The divergence was driven by a broad sell‑off in semiconductor equities, sparked by growing uncertainty surrounding artificial‑intelligence deployments. At the same time, UnitedHealth …

Vinay Lochav | 16 July 2026

IonQ (NYSE: IONQ) Stock Slides 36% in a Month: Sentiment-Driven Correction or Warning Sign Ahead of Q2 Earnings?

Key HighlightsIonQ (NYSE: IONQ) stock has fallen 36.4% over the past month, underperforming other pure-play quantum computing stocks despite a supportive long-term industry outlook.The broader quantum sector also corrected, with Rigetti Computing (RGTI) down 32.3%, D-Wave Quantum (QBTS) down 28.9%, and Quantum Computing Inc. …

Nitish Kishor | 16 July 2026
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