Today: 6 July 2026
Netflix spread grows as Q2 revenue target stays tight
6 July 2026

Netflix spread grows as Q2 revenue target stays tight

Netflix, Inc. dropped 1.7% to $76.31 around midday Monday, moving lower even as tech traded stronger after the Independence Day break. The Nasdaq 2026 calendar listed U.S. markets closed on July 3 for the holiday, and Monday’s regular session ran from 9:30 a.m. to 4 p.m. Eastern. For investors, the real story isn’t the pullback. It’s how close Netflix’s numbers are to Wall Street’s goals. Analysts on Investing.com put Q2 revenue at $12.58 billion, while Netflix guides for $12.574 billion. That’s about a $6 million difference, less than one-tenth of 1%.
Oracle (NYSE:ORCL) stock looks for footing after AI backlog tops market value

Oracle (NYSE:ORCL) stock looks for footing after AI backlog tops market value

Oracle Corporation shares looked ready to bounce in premarket trading on Monday. Still, the main question for investors is whether Wall Street will keep backing a company with a backlog much bigger than its market cap. The New York Stock Exchange says Friday, July 3, will be its Independence Day holiday in 2026. Trading will resume Monday. Oracle finished the last session at $140.27, down 1.56%. Investing.com quoted Oracle at $143.93 premarket at 08:52:54, up 2.61%.
Rocket Lab (NASDAQ:RKLB) holds near deal collar as Iridium agreement in focus on Nasdaq open

Rocket Lab (NASDAQ:RKLB) holds near deal collar as Iridium agreement in focus on Nasdaq open

Rocket Lab Corporation traded higher in premarket Monday, but Iridium Communications Inc. gave a stronger read for deal watchers: IRDM was at $53.75, just under the $54 per share cash-and-stock offer, while Rocket Lab last changed hands at $100.46. These premarket quotes hit before Nasdaq’s regular session, after Friday’s market close for July 4th. S&P 500 futures were up 0.4% and Nasdaq 100 futures gained 1.1% as of 7:24 a.m. ET, Reuters said. That gave a firmer start for Rocket Lab on its first full session after the holiday.
Rivian stock eyes second-half delivery as R2 hype fades

Rivian stock eyes second-half delivery as R2 hype fades

Rivian Automotive, Inc. goes into the U.S. open Monday still showing gains from last week’s delivery numbers. The bigger question now isn’t the Q2 beat. It’s whether Rivian can push its second-half run rate up to match the new forecast. U.S. markets were still closed when this was filed. The NYSE was set to open at 9:30 a.m. ET after being shut for Independence Day on Friday, July 3. As of the last pricing, Rivian was quoted at $18.63 and valued at around $23.3 billion.
Ondas Inc. (NASDAQ:ONDS) heads into shortened week after 315 million shares trade

Ondas stock faces test as defense orders top resale shares

Ondas Inc. was active ahead of Monday’s bell, with order flow picking up even as shares showed signs of crowding. The stock was indicated at $7.60 as of 7:00 a.m. ET, a 2.6% gain from the last close. That follows a 6.4% drop to $7.41 on July 2. U.S. index futures traded higher premarket, led by tech, Reuters said. Nasdaq was closed Friday, July 3, for the Independence Day holiday. Regular trading is 9:30 a.m. to 4:00 p.m. ET on normal days, with premarket hours from 4:00 a.m. to 9:30 a.m. ET.
IREN stock edges back from lows as $700M grant call nears

IREN stock edges back from lows as $700M grant call nears

IREN Limited shares looked set to open higher on Monday, but traders will be watching the $706.5 million mark-to-market value of a co-CEO stock grant. The grant came as IREN joined the Russell 1000 in its first week. IREN announced its inclusion in the index on June 29 and filed details of the executive award on July 1. Nasdaq’s pre-market trading is open from 4:00 a.m. to 9:30 a.m. ET, and regular trading hours are from 9:30 a.m. to 4:00 p.m. ET. The exchange was closed July 3 for Independence Day. Early Thursday, Google Finance showed IREN at $41.06 premarket, up 5.78% from the prior close of $38.82 on July 2.
Recursion Pharmaceuticals (NASDAQ:RXRX) beats out biotech funds as filings, spending become focus

Recursion Pharmaceuticals (NASDAQ:RXRX) beats out biotech funds as filings, spending become focus

Recursion Pharmaceuticals, Inc. is outpacing the key biotech ETFs this week ahead of the July 6 reopen. The bigger move came on volume. Shares changed hands 114.1 million times in four sessions. That’s already more than the whole previous week. Investors are looking at Recursion’s big cash pile with no new clinical updates coming for months. U.S. stock markets didn’t open July 3 for the Independence Day holiday, leaving the most recent session on July 2. RXRX ended Thursday at $3.80, up 3.54%, trading 32.5 million shares. Broader markets showed a split: the SPDR S&P 500 ETF Trust dipped 0.13%, but biotech ETFs moved higher.
CoreWeave (NASDAQ:CRWV) falls as Nasdaq-100 spot faces pressure, Meta cloud worries weigh on AI pricing

CoreWeave (NASDAQ:CRWV) falls as Nasdaq-100 spot faces pressure, Meta cloud worries weigh on AI pricing

CoreWeave heads into Monday with something different than the usual AI stock issues. The Nasdaq closed Friday for the Independence Day holiday, so Thursday’s finish is the latest print: $81.75 a share, off 4.6% for the day, down 15.4% from the previous Friday. Stocks gained in a four-day week, with the Dow, S&P 500, and Nasdaq Composite all up. CoreWeave dropped sharply on high volume.
TeraWulf heads into July 6 after shares drop 26% as AI data-center trade falters

TeraWulf heads into July 6 after shares drop 26% as AI data-center trade falters

TeraWulf Inc is under more pressure than the daily chart suggests. Shares finished down 10.18% at $21.18 on Thursday, the last regular session before the Independence Day break. The stock has now lost 26.4% over seven consecutive losing sessions since closing at $28.78 on June 23. Nasdaq’s holiday calendar for 2026 lists July 3 as a closure for Independence Day observed. Nasdaq Composite dropped 0.8% Thursday, even as it rose 2.1% for the week. S&P 500 ended the session unchanged. Dow finished at a record close, Reuters said.
Oracle (NYSE:ORCL) shares slump as AI backlog now tops company’s market cap

Oracle (NYSE:ORCL) shares slump as AI backlog now tops company’s market cap

Oracle Corporation goes into the July 6 restart facing an unusual challenge for the market—its cloud order backlog is bigger than the company’s equity value. Shares finished at $140.27 on July 2. That put Oracle’s market cap at roughly $408.5 billion. At the end of its fiscal fourth quarter, Oracle showed $638 billion in RPO. So the market cap is about 0.64 times the reported backlog. U.S. stock markets were closed on Friday, with the NYSE observing the Independence Day holiday on July 3. Regular trading hours are 9:30 a.m. to 4 p.m. ET on standard sessions. For Oracle, the last normal cash close before the break came on July 2.

Keel Infrastructure drop brings June convert terms back ahead of Nasdaq open

Keel Infrastructure stock set for Monday after Nasdaq drops, TSX moves higher

Keel Infrastructure Corp. starts Monday’s U.S. trade with mixed moves. KEEL saw a tough Nasdaq finish before the break, but picked up slightly in Toronto after. Nasdaq was closed July 3 for the Independence Day holiday. Toronto’s exchange stayed open, letting KEEL shares trade there Friday. TradingView pegged KEEL at $4.59, off 27.60% for the week. StockAnalysis listed the TSX at C$6.54 on July 3. AP data had the Nasdaq Composite up 2.1% this week and the Russell 2000 down 0.5%.
Plug Power (NASDAQ:PLUG) shares swing as shorts, cash take focus before Denmark project

Plug Power (NASDAQ:PLUG) shares swing as shorts, cash take focus before Denmark project

Plug Power Inc. closed at $2.64 ahead of the U.S. holiday, giving the hydrogen fuel-cell and electrolyzer company a market cap around $3.67 billion. With the Nasdaq and NYSE both closed Friday for the Independence Day holiday, Thursday’s close is still the last available read on PLUG ahead of Monday’s open. Churn was the main signal last week, not direction. Plug moved 209.2 million shares in four sessions, which is about a normal four-day run, but shares gained just 10 cents over the previous Friday. Volume was about 62% of the short interest from the most recent update.
Ondas (NASDAQ:ONDS) heads into Monday after 315M shares trade, short interest about a third of float

Ondas (NASDAQ:ONDS) heads into Monday after 315M shares trade, short interest about a third of float

Ondas Inc. heads into Monday facing bigger flow problems than last week’s resale filing. Shares fell 5.36% in the past five days, while weekly volume hit 315.5 million shares during the holiday-shortened period. That’s nearly 1.9 times its latest short interest and around 60% of outstanding shares. Investors aren’t just watching the drone-defense news—the stock is trading like a packed book. Nasdaq stayed shut on Friday, July 3, for Independence Day observed. Trading is set to start again Monday, with usual hours from 9:30 a.m. to 4 p.m. ET.
AT&T sinks for fourth straight day, yield spikes as SpaceX worry hits shares

AT&T sinks for fourth straight day, yield spikes as SpaceX worry hits shares

AT&T Inc. starts the week cut down by sharper investor worries. The stock dropped hard and traded on heavy volume. Shares finished Thursday at $20.58, off 9.4% since June 26. That’s just $0.69 above the week’s low of $19.89, which hit a new 52-week bottom for the stock in some data screens. Rough day, solid week for stocks. S&P 500 climbed 1.8% this week, Dow up 2.0%, Nasdaq up 2.1% despite Thursday’s chip selloff, AP reported.

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PANW climbs past forecasts on valuation, with TASE index demand capped

PANW climbs past forecasts on valuation, with TASE index demand capped

Palo Alto Networks climbed Monday to a fresh record high. Investors are eyeing more than AI security growth here. Valuation vs. outlook is a factor, and the reported Israeli index flows might end up lighter in August than the headline number. Nasdaq was open at the time. The exchange’s calendar lists July 3, 2026, as a closure for observed Independence Day. Standard trading hours for the Nasdaq Stock Market are 9:30 a.m. to 4 p.m. ET.
Recursion Pharmaceuticals (NASDAQ:RXRX) stock gains as short interest and Russell flows hit AI-biotech rally

Recursion Pharmaceuticals (NASDAQ:RXRX) stock gains as short interest and Russell flows hit AI-biotech rally

Nasdaq traded normally at the dateline after being shut July 3 for the Independence Day holiday. Recursion Pharmaceuticals, Inc. rose 4.7% to $3.98 in the latest quote, adding about $95 million in market cap at that price. The stock traded between $4.09 and $3.66. Volume reached 26.7 million shares, topping the 22.42 million average listed on Google Finance.
Fed’s Waller flags July hike as inflation dots rise

Fed’s Waller flags July hike as inflation dots rise

Federal Reserve Governor Christopher Waller told investors on Monday that inflation is now the main policy concern for the U.S. central bank, shifting focus away from jobs and putting more attention on the July meeting. Waller told a Bank of Italy event in Rome the Fed’s risks have “completely flipped around” from a year ago. The labor market “seems to be stabilizing,” he said, but inflation is up. Waller didn’t give a specific proposal on rates.
Cal-Maine’s settlement dwarfed by $1.4 billion in higher egg sales

Cal-Maine’s settlement dwarfed by $1.4 billion in higher egg sales

Cal-Maine Foods gained 0.9% to $84.59 Monday afternoon as traders seemed to shrug off the sticker shock from the U.S. egg-pricing settlement. Shares changed hands at 5.9 times trailing earnings, suggesting the market still sees Cal-Maine as a cyclical name instead of a company weighed down by a big cash hit. Cal-Maine’s payout is minor. The company is set to pay $1.5 million to several states and give away 30 million eggs. For reference, Cal-Maine Foods reported $1.220 billion in net income in fiscal 2025, its annual report shows. That same report notes conventional egg sales climbed by $1.5 billion from fiscal 2024, with higher prices making up $1.4 billion of that jump. Volume brought in another $114 million.
Solstice Advanced Materials (NASDAQ:SOLS) drops after Element Solutions (NYSE:ESI) offer loses ground as shares sell off

Solstice Advanced Materials (NASDAQ:SOLS) drops after Element Solutions (NYSE:ESI) offer loses ground as shares sell off

Solstice Advanced Materials fell as Element Solutions saw its bid shrink during the selloff. New York, July 6, 2026, 14:06 EDT Solstice Advanced Materials Inc dropped almost 15% in afternoon trading in New York on Monday after saying it will acquire Element Solutions Inc. The fall in Solstice shares wiped about $6 per share from the value of its mostly stock offer compared to the announced deal price. Solstice last traded at $68.27, off $11.92. Element slipped 2.8% to $42.40. The SPDR S&P 500 ETF Trust gained 0.8%.
Lemonade (NYSE:LMND) stock up after company tops analyst premium retention forecasts

Lemonade (NYSE:LMND) stock up after company tops analyst premium retention forecasts

Lemonade, Inc. climbed 8.4% to $77.50 by early afternoon in New York. The exchange was open, having marked Independence Day on Friday, July 3. Regular core hours are 9:30 a.m. to 4 p.m. ET, according to the New York Stock Exchange. The move outpaced the broader market. SPDR S&P 500 ETF Trust, Financial Select Sector SPDR Fund and iShares Russell 2000 ETF each gained under 1%. SPDR S&P Insurance ETF slipped 0.5%.
Archer Aviation surge puts Wall Street price targets to the test after Russell shift

Archer Aviation surge puts Wall Street price targets to the test after Russell shift

Archer Aviation Inc. shares rose early Monday afternoon, but the bigger question for investors was what happens to the stock’s gains after factoring in dilution now that the electric aircraft company is more involved in Russell value indexes. Shares were at $5.31, up 6.6% as of 1:46 p.m. EDT, with volume of 24.1 million and market cap near $4.1 billion. Joby Aviation Inc. climbed 7.0% to $9.09. Invesco QQQ Trust was up 1.3%. iShares Russell 2000 Value ETF added 0.3%.
Hecla Mining trails silver ETF as 2026 Keno Hill gap faces review

Hecla Mining trails silver ETF as 2026 Keno Hill gap faces review

Hecla Mining Company didn’t keep up with the move in silver ETFs on Monday. Shares last traded at $16.385, up 0.3%. iShares Silver Trust climbed 1.8%. Global X Silver Miners ETF slipped 1.1%. VanEck Gold Miners ETF was flat. Silver slipped, not gained. Spot silver fell 1.2% to $61.63 an ounce after touching its highest since June 23, Reuters reported. Jim Wyckoff at American Gold Exchange noted the U.S. dollar index was “a little higher today,” calling it a bearish factor for gold.
Ford (NYSE:F) rises as Q2 outlook meets F-Series inventory shift

Ford (NYSE:F) rises as Q2 outlook meets F-Series inventory shift

Ford Motor Company was up 45.5 cents at $13.815 around 13:46 EDT Monday, trading 35.3 million shares. The new supply numbers pointed to a tougher outlook for Ford stock in the back half, despite sales numbers that looked weaker on the surface. General Motors Company gained about 2.4%. Tesla Inc was up roughly 5.4%, while Rivian Automotive Inc added about 5.5%. U.S. stocks got back to full trading Monday after the July 4 holiday break. Ford’s next earnings aren’t due until July 28, so traders are weighing a new memory-chip supply deal and Ford’s June inventories.
KIDZ AI (NASDAQ:KIDZ) rally shifts focus to trade volumes after robotics news

KIDZ AI (NASDAQ:KIDZ) rally shifts focus to trade volumes after robotics news

U.S. equity markets stayed open Monday after Nasdaq clarified its 2026 Independence Day holiday is July 3, not July 6. KIDZ AI Inc. was one of the standout microcap movers, jumping about 82% to $1.24. Volume hit 160.6 million shares as of 16:53 UTC, market data showed. KIDZ is out with two headlines today. The company said it picked up the 2026 EdTechX Award for the Americas and showed off KIDZBot, an AI robotics learning tool. KIDZ expects to start rolling out KIDZBot commercially in the back half of 2026, kicking off with its Learning Center Robotics Program.
Nebius Group (NASDAQ:NBIS) bounce keeps AI-cloud stock trading in tight range

Nebius Group (NASDAQ:NBIS) bounce keeps AI-cloud stock trading in tight range

Nebius Group N.V. rose Monday. Investors watched the spread between shares at $219.05 and recent insider tax-sale filings posted at $235.45. The average Google Finance target is showing $237.38. Shares traded up 1.6% at 12:52 p.m. EDT, volume near 9.7 million. CoreWeave, seen as the closest public peer in the AI cloud infrastructure space, was up 6.5%. Meta Platforms added 1.6%. Microsoft slipped 1.4%.
Joby Aviation (NYSE:JOBY) shares surge after Toyota JV terms expand test of valuation

Joby Aviation (NYSE:JOBY) shares surge after Toyota JV terms expand test of valuation

Joby Aviation, Inc. surged Monday, with shares catching a notable bid after the July Fourth holiday. The move put about $735 million on the company’s market cap by 13:08 EDT, according to live data. That comes as Toyota Motor Corporation kicks off its new manufacturing venture with just $2 million in initial capital. The gap is important. Investors weren't funding a cash raise. They wanted a manufacturing angle, Toyota process management and a better shot at scaling if Joby can clear certification.
JetBlue (NASDAQ:JBLU) trades above analyst targets after Raymond James downgrade

JetBlue (NASDAQ:JBLU) trades above analyst targets after Raymond James downgrade

JetBlue Airways Corporation climbed Monday. This came after Raymond James Financial downgraded the airline to Underperform. The move leaves investors asking why the shares are holding above Wall Street targets when the company’s balance sheet still looks like a stressed situation. Shares traded at $6.07, up 0.7% in the afternoon, with about 20.2 million shares changing hands. The U.S. Global Jets ETF was up 0.6%. Frontier Group Holdings climbed 3.8%. Delta Air Lines slipped 0.6%, while United Airlines Holdings added 0.5% and Southwest Airlines was up 0.7%.
NIO Inc. (NYSE:NIO) rises as ES9 premium lifts June numbers

NIO Inc. (NYSE:NIO) rises as ES9 premium lifts June numbers

NIO Inc. stock gained 4.8% to close at $5.02 in New York on Monday, trading on 18.7 million shares. Instead of a new delivery figure, investors got an updated read on the Chinese EV company's price mix. Trading hours ran as usual, with the NYSE’s regular session listed as 9:30 a.m. to 4:00 p.m. ET. July 3, 2026 is listed as the observed holiday for Independence Day. The stock outperformed XPeng Inc., which gained 3.8% to $13.58, and Li Auto Inc., off 1.0% at $11.91. It also topped the KraneShares CSI China Internet ETF, up 2.5%, and the SPDR S&P 500 ETF Trust, which rose 0.8%.
Vertiv Holdings (NYSE:VRT) stock jumps, valued at 58x cash flow guide as AI demand talk grows

Vertiv Holdings (NYSE:VRT) stock jumps, valued at 58x cash flow guide as AI demand talk grows

NEW YORK, July 6, 2026, 12:09 — Vertiv shares surged after the company’s price implied a 58 times multiple to its new cash-flow outlook, riding a wave of AI supplier momentum. Vertiv Holdings Co was up $24.09 at $324.62 as of 11:54 a.m. EDT Monday. The stock reached $329.16 at its high and fell to $304.82 at the low on the day. Volume was near 2.9 million shares. Vertiv's market cap was roughly $127.2 billion.
Netflix spread grows as Q2 revenue target stays tight

Netflix spread grows as Q2 revenue target stays tight

Netflix, Inc. dropped 1.7% to $76.31 around midday Monday, moving lower even as tech traded stronger after the Independence Day break. The Nasdaq 2026 calendar listed U.S. markets closed on July 3 for the holiday, and Monday’s regular session ran from 9:30 a.m. to 4 p.m. Eastern. For investors, the real story isn’t the pullback. It’s how close Netflix’s numbers are to Wall Street’s goals. Analysts on Investing.com put Q2 revenue at $12.58 billion, while Netflix guides for $12.574 billion. That’s about a $6 million difference, less than one-tenth of 1%.
Dell (NYSE:DELL) faces $7.7B Texas test after recent drop

Dell Technologies (NYSE:DELL) rises after Trump plug outpaces family pledge

Dell Technologies was up 5.6% Monday during regular U.S. trading after President Donald Trump singled out founder Michael Dell in remarks at a White House event for Trump Accounts. “Go out and buy a Dell computer,” Trump said. Dell shares last traded at $416.44 at 11:54 a.m. EDT, with a session high at $429.66. Based on Dell’s market cap and share price, the stock’s midday gains came to around $14.5 billion, and about $23.2 billion at the peak. The market’s paper gain crossed the $6.25 billion in charity Michael and Susan Dell put up for Trump Accounts. That Dell pledge meant an extra $250 for each of the first 25 million U.S. kids age 10 and under in the right
MARA Holdings (NASDAQ:MARA) rallies as AI trade outpaces Bitcoin

MARA Holdings (NASDAQ:MARA) rallies as AI trade outpaces Bitcoin

MARA Holdings, Inc. jumped 6.4% to $13.19 around midday Monday. Bitcoin-mining and AI-infrastructure stocks outpaced Bitcoin after TeraWulf reported new numbers tied to AI power leases. Bitcoin was up 1.4% at $63,519. Invesco QQQ Trust Series 1 added 1.8%. MARA hasn’t posted a press release since May 15, according to its feed. So traders were mostly reacting to numbers from sector peer TeraWulf Inc. instead of any new MARA news on Monday. The headline there is TeraWulf’s 20-year hosting deal with Anthropic, locking in around $19 billion in revenue at its 401-MW Kentucky facility.
Costco (NASDAQ:COST) trades at close to triple Dollar General (NYSE:DG) on Bernstein retail note

Costco (NASDAQ:COST) trades at close to triple Dollar General (NYSE:DG) on Bernstein retail note

Bernstein’s retail note is getting another look. Costco Wholesale Corp was off 0.8% at $944.04 late Monday morning, while Dollar General Corp dropped 2.5% to $115.23. When it comes to valuation, Costco traded at 47.5 times earnings. Dollar General’s multiple was 16.3. Bernstein’s Zhihan Ma bumped her Costco target up to $1,194 from $1,192 and left her outperform rating unchanged, TheStreet said July 4. Ma cited Costco and Dollar General as her top retail calls for the second half of 2026. A July 1 note on the Bernstein outlook from Investing.com also mentioned Dollarama Inc as a third pick.
Pfizer (NYSE:PFE) stock selloff turns HSBC downgrade into dividend-cover test

Pfizer (NYSE:PFE) stock selloff turns HSBC downgrade into dividend-cover test

Pfizer Inc fell in Monday morning trade after HSBC Holdings cut its rating, but the sharper investor question is now dividend cover, not only the downgrade. The stock traded at $23.665 at 10:53 a.m. EDT, down about 2.7%, giving Pfizer a market value of about $135.6 billion. Pfizer’s board declared a third-quarter dividend of 43 cents a share, payable Sept. 1 to holders of record as of July 24. Annualized, that is $1.72 a share. Against Pfizer’s 2026 adjusted diluted EPS guidance of $2.80 to $3.00, the payout uses about 57% to 61% of guided adjusted earnings.
Social Security July 2026 payment schedule creates $11.5 billion SSI timing shift for investors

$149B Social Security payout eyed by U.S. retailers in July

WASHINGTON, July 6, 2026, 11:04 AM EDT Social Security is set to deliver about $149 billion in July, based on May numbers. Payments follow a birthday-and-SSI schedule, sending federal benefits to U.S. bank accounts through the month. This time, SSI recipients get two payments, with the second one on July 31 since Aug. 1 is a Saturday. That early deposit counts as August’s benefit, so it’s not an extra payout.
06 Jul
Dow Jones Industrial Average (.DJI:INDEXDJX) live: record high fades as Nike (NYSE:NKE), Amgen (NASDAQ:AMGN) drag blue chips

Dow Jones Industrial Average (.DJI:INDEXDJX) live: record high fades as Nike (NYSE:NKE), Amgen (NASDAQ:AMGN) drag blue chips

U.S. cash equities were open in New York after the July 3 Independence Day observance. The NYSE lists its core trading session at 9:30 a.m. to 4:00 p.m. ET and July 3, 2026, as the observed Independence Day closure. The Dow Jones Industrial Average slipped on Monday, giving back an early push to a fresh intraday high as losses in a few high-priced blue chips offset the chip-led rebound lifting the broader market.
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