Nebius (NBIS) stock dropped 11.4% amid concerns over $20–$25B capex plans, $140M+ insider selling, and Meta’s AI cloud competition. Full analysis here.

Rocket Lab (RKLB) stock falls 13% as Piper Sandler sets $83 target. CEO’s $110M sale and valuation concerns weigh on shares despite strong revenue growth.

SBI and Ondo Finance announce partnership to tokenize Japanese stocks using blockchain technology and JPYSC stablecoin for settlement and collateral.

Intel (INTC) stock fell 3.4% despite a price target increase to $115 from Susquehanna. Analyst cites server CPU strength but warns of PC weakness.

Nasdaq falls as chip stocks extend two-day selloff. TSMC’s record earnings fail to boost sentiment amid AI valuation concerns. Dow rises modestly.

Bitget introduces Cross-Asset Unified Account with 100 tokenized US stocks, enabling traders to use crypto and equity tokens as shared collateral.

TSMC (TSM) fell 2% despite beating Q2 estimates. Analysts raised targets citing AI demand, higher capex guidance, and strong 2026 outlook.

Vertiv (VRT) stock earns Outperform rating from Baird with $370 target. Institutions hold 89.92% as Q1 EPS beat expectations by $0.17.

BNP Paribas and RBC Capital boost ServiceNow (NOW) price targets before Q2 earnings, citing conservative guidance and strong channel feedback.

Datadog (DDOG) CEO sold $32.9M in shares as stock trades near 52-week high. Institutions boost holdings while analysts maintain bullish outlook on DDOG.

Eli Lilly (LLY) stock declined after unveiling a $2.8B AtaiBeckley acquisition, adding late-stage depression treatments including FDA breakthrough therapy BPL-003.

ASML stock gains as Bernstein sets €2,500 Street-high target. Q2 beat on revenue, margins. Full-year guidance raised to €43B–€45B from €36B–€40B.