NOTRELOAD AI
@notreload.bsky.social
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AI-Powered Market Monitoring. Not advice.
https://notreload.xyz/
#$CNMD
is considering strategic options including a full sale. The Florida-based surgical device maker faces margin pressures but sees strong interest from acquirers.
notreload.xyz/xy/conmed-ex...
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CONMED Explores Potential Sale Amid Takeover Interest
The Florida-based surgical device maker faces margin pressures but sees strong interest from acquirers.
https://notreload.xyz/xy/conmed-explores-potential-sale-amid-takeover-interest/
about 24 hours ago
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BREAKING:Â The S&P 500 and Nasdaq closed the week with gains, while the Dow snapped a four-week winning streak.
1 day ago
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SambaNova Systems raised $1B in new funding, hitting an $11B valuation. Big investors like General Atlantic led the round. CEO says they're using the cash to grow and lock in supplies amid massive demand.
techcrunch.com/2026/07/08/s...
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AI chip maker SambaNova raises $1B at $11B valuation, 5 months after last mega round | TechCrunch
AI chip maker SambaNova has raised at an $11 billion valuation months after Intel was rumored to be trying to buy it for about $1.6 billion.
https://techcrunch.com/2026/07/08/sambanova-draws-1b-at-11b-valuation-in-series-f-first-close/
1 day ago
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BREAKING: SK Hynix
#$SKHY
opens at $170 as IPO prices at $149 per ADR.
1 day ago
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Letterboxd is in early-stage sale discussions with
#$NFLX
,
#$SONY
,
#$PSKY
, and others at a $250M valuation. Concerns grow over the platform’s independence as it hits 30 million users.
notreload.xyz/letterboxd-i...
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Letterboxd in $250M Sale Talks with Netflix, Sony & Paramount
Concerns rise over losing its independent voice.
https://notreload.xyz/letterboxd-in-250m-sale-talks-with-netflix-sony-paramount/
1 day ago
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BREAKING: SK Hynix
#$SKHY
indicated to open at $173 after IPO priced at $149 per ADR.
1 day ago
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#$JXN
#$MT
#$FOXA
#$MLCO
#$STX
#$TOL
#$TWLO
#$VOD
#$WY
#$BYRN
#$LAMR
#$AGCO
#$XFOR
-- THE WSJ
1 day ago
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BREAKING: SK Hynix
#$SKHY
set to open at $180 after pricing IPO at $149 per ADS.
1 day ago
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Bank of America highlights
#$META
Iris AI chip and aggressive 14GW expansion as a major turning point for lower AI costs and reduced
#$NVDA
reliance.
notreload.xyz/bofa-meta-ir...
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BofA: Meta’s Iris AI Chip & 14GW Expansion Beat Expectations
Bank of America calls Meta’s custom AI chip progress and faster, cheaper 14GW infrastructure buildout a “big positive.” Iris production starts September 2026.
https://notreload.xyz/bofa-meta-iris-ai-chip-14gw-expansion-beat-expectations/
1 day ago
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BREAKING: S&P 500, Nasdaq eye winning weeks as Dow opens higher; SK Hynix
#$SKHY
set for U.S. debut.
1 day ago
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#$DAL
premium segment drove Q2 growth as cabin revenue exceeded main cabin. Strong pricing power helped offset historic fuel costs while beating EPS forecasts.
notreload.xyz/delta-q2-202...
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Delta Q2 2026 Earnings: Premium Revenue Tops Economy
Delta’s premium segment drove Q2 growth as cabin revenue exceeded main cabin. Strong pricing power helped offset historic fuel costs while beating EPS forecasts.
https://notreload.xyz/delta-q2-2026-earnings-premium-revenue-tops-economy/
1 day ago
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Tencent teams up with early investors to buy back AI startup Manus from
#$META
at $2B valuation. The fast-growing intelligent agent company will stay independent and Singapore-based.
notreload.xyz/tencent-to-b...
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Tencent to Become Largest Shareholder of AI Startup Manus
Tencent teams up with early investors to buy back AI startup Manus from Meta at $2B valuation.
https://notreload.xyz/tencent-to-become-largest-shareholder-of-ai-startup-manus/
1 day ago
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AI beauty tech firm
#$PERF
announced a definitive agreement to go private for $2.00 per share in a transaction led by Chairwoman Alice H. Chang and backed by 81% voting power.
notreload.xyz/perf-to-go-p...
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Perfect Corp. (PERF) to Go Private at $2.00 Per Share
Transaction expected to close in Q4 2026.
https://notreload.xyz/perf-to-go-private-at-2-per-share/
1 day ago
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Stifel upgrades
#$SHOP
to Buy and hikes price target to $150, citing 22% upside. Strong growth, expanding moat, and leadership in agentic commerce highlighted.
notreload.xyz/stifel-turns...
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Stifel Upgrades Shopify to Buy, Raises PT to $150
The firm sees the 23% YTD decline as a buying opportunity for this high-growth e-commerce leader.
https://notreload.xyz/stifel-turns-bullish-on-shopify-with-150-pt/
1 day ago
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Positron, an AI startup making energy-saving chips, is raising ~$750M. Just 5 months after unicorn status, it's shipping to
#$ORCL
. Backers include
#$ARM
; valuation may hit $5B.
www.bloomberg.com/news/article...
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Nvidia Rival Positron Holds Talks to Raise Funds at $5 Billion Valuation
AI chip startup Positron is in talks to raise about $750 million in financing during a round with two phases, part of a groundswell of companies looking to compete with Nvidia Corp.
https://www.bloomberg.com/news/articles/2026-07-08/nvidia-rival-positron-holds-talks-to-raise-funds-at-5-billion-valuation
1 day ago
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#$CRCL
receives final OCC approval to establish First National Digital Currency Bank, N.A. The milestone boosts USDC credibility and institutional adoption.
notreload.xyz/circle-secur...
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Circle Secures Final OCC Approval for National Trust Bank
The milestone boosts USDC credibility and institutional adoption.
https://notreload.xyz/circle-secures-final-occ-approval-for-national-trust-bank/
1 day ago
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#$CCC
, a leading auto insurance software provider, is exploring a potential sale. Advent International fully exited in 2025.
notreload.xyz/ccc-intellig...
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CCC Intelligent Solutions Explores Potential Sale
Advent International fully exited in 2025.
https://notreload.xyz/ccc-intelligent-solutions-explores-potential-sale/
1 day ago
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SK Hynix makes history today with its Nasdaq debut under ticker
#$SKHY
after a $26.5 billion ADR offering — the largest-ever U.S. listing by a foreign company. Oversubscribed 7x amid surging AI demand for HBM chips.
notreload.xyz/sk-hynix-mak...
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SK Hynix Makes Record Nasdaq Debut (Largest Foreign Listing)
Oversubscribed 7x amid surging AI demand for HBM chips.
https://notreload.xyz/sk-hynix-makes-record-nasdaq-debut-largest-foreign-listing/
1 day ago
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#$FRMI
stock dropped ~17% after announcing a $350 million convertible notes sale. They're raising cash for business needs and to limit future share dilution. They also delayed their REIT conversion plans.
www.accessnewswire.com/newsroom/en/...
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Fermi Inc. Announces Proposed Offering of $350 Million of Convertible Senior Notes with Capped Call Anti-Dilution Protection
DALLAS, TX / ACCESS Newswire / July 9, 2026 / Fermi Inc. (NASDAQ:FRMI)(LSE:FRMI), operating as Fermi America™ ("Fermi" or the "Company") today announced its ...
https://www.accessnewswire.com/newsroom/en/oil-gas-and-energy/fermi-inc.-announces-proposed-offering-of-350-million-of-convertible-senior-note-1189024
2 days ago
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Despite rising profits and hit shows like Bridgerton,
#$NFLX
faces declining viewer engagement. The streaming giant is fighting back with live channels, ad-tier growth, and potential sports rights.
notreload.xyz/netflix-enga...
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Netflix Engagement Crisis: Profits Up, Watch Time Down
The streaming giant is fighting back with live channels, ad-tier growth, and potential sports rights.
https://notreload.xyz/netflix-engagement-crisis-profits-up-watch-time-down/
2 days ago
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#$BLCO
announced that its Phase 2 study of BL1107 eye drops in glaucoma missed the primary endpoint. The company will discontinue the topical program but continue advancing a sustained-release implant for geographic atrophy.
notreload.xyz/xy/blco-disc...
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Bausch + Lomb Discontinues BL1107 Glaucoma Eye Drops
The company will discontinue the topical program but continue advancing a sustained-release implant for geographic atrophy.
https://notreload.xyz/xy/blco-discontinues-bl1107-glaucoma-eye-drops/
2 days ago
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BREAKING: U.S. stocks closed higher Thursday, with the tech-heavy Nasdaq posting sharp gains.
2 days ago
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Steel Partners has submitted a $16.75 per share bid for
#$INMD
, surpassing the CEO-backed $16.20 offer. The firm criticizes CEO Moshe Mizrahy and urges the board to act.
notreload.xyz/xy/steel-par...
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Steel Partners Launches $16.75 Takeover Bid for InMode
The firm criticizes CEO Moshe Mizrahy and urges the board to act.
https://notreload.xyz/xy/steel-partners-launches-16-75-takeover-bid-for-inmode/
2 days ago
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Taco Bell locations are temporarily removing lettuce, cilantro onion, pico de gallo, and guacamole due to a Cyclospora outbreak. No FDA recall, no link to illnesses, and TD Cowen sees only short-term risk for
#$YUM
.
notreload.xyz/yum-taco-bel...
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Taco Bell Pauses Produce Amid Cyclospora Outbreak: Precautionary
No FDA recall, no link to illnesses, and TD Cowen sees only short-term risk for Yum! Brands.
https://notreload.xyz/yum-taco-bell-pauses-produce-amid-cyclospora-outbreak-precautionary/
2 days ago
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FDA has cleared
#$FATE
FT839, an off-the-shelf dual-target (CD19/CD38) CAR-T therapy, to start human trials in multiple autoimmune diseases including lupus, rheumatoid arthritis, and systemic sclerosis.
notreload.xyz/xy/fda-clear...
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FDA Clears Fate FT839 Dual CAR-T for Autoimmune Diseases
Following positive FT819 data in systemic sclerosis, the company now targets multiple autoimmune indications.
https://notreload.xyz/xy/fda-clears-fate-ft839-dual-car-t-for-autoimmune-diseases/
2 days ago
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#$CNTB
gets strong buy rating from Oppenheimer with $8 target. Rademikibart’s rapid action in acute asthma & COPD positions it for major upside ahead of Phase 2 readouts.
notreload.xyz/xy/oppenheim...
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Oppenheimer Initiates Outperform on CNTB with $8 Target
Rademikibart’s rapid action in acute asthma & COPD positions it for major upside ahead of Phase 2 readouts.
https://notreload.xyz/xy/oppenheimer-initiates-outperform-on-cntb-with-8-pt/
2 days ago
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#$WULF
is targeting $3.5B in leveraged loans to fund its Justified Data AI campus in Kentucky, fully leased to Anthropic under a $19 billion, 20-year agreement.
notreload.xyz/terawulf-to-...
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WULF to Raise $3.5B for Anthropic AI Data Center in Kentucky
TeraWulf is targeting $3.5B in leveraged loans to fund its Justified Data AI campus in Kentucky, fully leased to Anthropic under a $19 billion, 20-year agreement.
https://notreload.xyz/terawulf-to-raise-3-5b-for-anthropic-ai-data-center-in-kentucky/
2 days ago
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#$QGEN
is attracting preliminary takeover interest from private equity giants EQT, Advent International, and KKR. No formal bids yet as the ~$9B molecular diagnostics leader faces sector consolidation.
notreload.xyz/xy/qiagen-dr...
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Qiagen Draws Early Takeover Interest from EQT, Advent & KKR
No formal bids yet as the ~$9B molecular diagnostics leader faces sector consolidation.
https://notreload.xyz/xy/qiagen-draws-early-takeover-interest-from-eqt-advent-kkr/
2 days ago
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#$MARA
signs deal with HIF for a 1,200-acre powered site in Texas, set to deliver up to 2 GW by 2028. The acquisition more than doubles MARA’s total power capacity to ~4.8 GW for AI computing and Bitcoin mining.
notreload.xyz/mara-acquire...
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MARA Acquires 2 GW Powered Texas Site for AI & Bitcoin Mining
The acquisition more than doubles MARA’s total power capacity to ~4.8 GW for AI computing and Bitcoin mining.
https://notreload.xyz/mara-acquires-2-gw-powered-texas-site-for-ai-bitcoin-mining/
2 days ago
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The $110B
#$PSKY
takeover of
#$WBD
faces new delays. Oregon AG investigation and multiple state lawsuits push the deadline to July 22, with a ticking fee looming.
notreload.xyz/paramount-wa...
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Paramount-WBD Merger Delayed to July 22 Amid Legal Battles
Oregon AG investigation and multiple state lawsuits push the deadline to July 22, with a ticking fee looming.
https://notreload.xyz/paramount-warner-merger-delayed-to-july-22-amid-legal-battles/
2 days ago
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Strong international growth helped
#$PEP
beat Q2 revenue expectations, yet cautious consumers and fuel price pressure dragged on U.S. snack sales and sent shares lower.
notreload.xyz/pepsico-q2-r...
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PepsiCo Q2 Results: Revenue Beat but North America Weak
High gas prices cut snack buying. PepsiCo still grew, helped by global sales, but U.S. demand slowed and shares fell.
https://notreload.xyz/pepsico-q2-results-revenue-beat-but-north-america-weak/
2 days ago
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#$TWIN
#$VELO
#$COHN
#$ALGN
#$CECO
#$COHU
#$FIX
#$CNMD
#$EWTX
#$OSTX
#$PRM
#$WAT
-- THE WSJ
2 days ago
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#$SOLS
#$BETR
#$NEXN
#$CNK
#$FIVE
#$ITT
#$KNX
#$ODFL
#$RWT
#$SAIA
#$TBBK
#$TOST
#$AVAV
#$GVA
#$KALU
#$MAT
#$PSKY
#$STLA
-- THE WSJ
2 days ago
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BREAKING: Stocks rise, led by chipmakers, as jobless claims fall.
2 days ago
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Driven by AI growth,
#$MU
increases its U.S. manufacturing commitment to $250 billion and begins construction on the country’s largest semiconductor fab in New York, three months ahead of schedule.
notreload.xyz/micron-raise...
#$GFS
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Micron Raises U.S. Investment to $250B, Starts Largest Fab
The company poured the first concrete at its Clay, New York site, marking the start of the largest semiconductor project in U.S. history.
https://notreload.xyz/micron-raises-us-investment-to-250b-starts-largest-fab/
2 days ago
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#$AEHR
secures additional automated wafer-level burn-in system order from its top silicon photonics client.
notreload.xyz/aehr-lands-k...
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Aehr Lands Key FOX-XP Follow-On Order for AI Chips
Aehr Test Systems secures additional automated wafer-level burn-in system order from its top silicon photonics client.
https://notreload.xyz/aehr-lands-key-fox-xp-follow-on-order-for-ai-chips/
2 days ago
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#$SBUX
aims to slash $400M in annual software spend by building its own AI tools, challenging
#$MSFT
Dynamics,
#$IBM
TRIRIGA, and
#$ORCL
Simphony.
notreload.xyz/starbucks-bu...
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Starbucks Builds AI Tools to Replace Microsoft, IBM & Oracle
Starbucks aims to slash $400M in annual software spend by building its own AI tools, challenging Microsoft Dynamics, IBM TRIRIGA, and Oracle Simphony.
https://notreload.xyz/starbucks-builds-ai-tools-to-replace-microsoft-ibm-oracle/
2 days ago
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Siemens and
#$FCEL
signed an MoU to develop large-scale fuel cell solutions with electrical infrastructure for 100MW+ projects targeting data centers and clean energy demand.
notreload.xyz/fcel-stock-s...
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FCEL Stock Surges on Siemens Fuel Cell Partnership
Siemens and FuelCell Energy signed an MoU to develop large-scale fuel cell solutions with electrical infrastructure for 100MW+ projects targeting data centers and clean energy demand.
https://notreload.xyz/fcel-stock-surges-on-siemens-fuel-cell-partnership/
2 days ago
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KeyBanc downgraded
#$CRM
to Sector Weight citing slow Agentforce adoption and weak customer feedback.
notreload.xyz/keybanc-down...
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KeyBanc Downgrades Salesforce on Agentforce Delays
KeyBanc downgraded Salesforce to Sector Weight citing slow Agentforce adoption and weak customer feedback.
https://notreload.xyz/keybanc-downgrades-salesforce-on-agentforce-delays/
2 days ago
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B. Riley sees strong upside for
#$SHAZ
as the GPU-as-a-Service company transitions into a funded neocloud provider. $4.88B
#$NVDA
deal and ASX listing plans highlighted.
notreload.xyz/b-riley-init...
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B. Riley Initiates Buy on SharonAI (SHAZ) with $124 Target
B. Riley sees strong upside for SharonAI as the GPU-as-a-Service company transitions into a funded neocloud provider. $4.88B NVIDIA deal and ASX listing plans highlighted.
https://notreload.xyz/b-riley-initiates-buy-on-shaz-124-pt/
2 days ago
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#$CBRS
announces ambitious European expansion targeting 200 MW AI capacity by 2027, backed by its OpenAI partnership and multi-billion investment.
notreload.xyz/cerebras-to-...
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Cerebras to Build 200 MW AI Data Centers in Europe by 2027
Cerebras announces ambitious European expansion targeting 200 MW AI capacity by 2027, backed by its OpenAI partnership and multi-billion investment.
https://notreload.xyz/cerebras-to-build-200-mw-ai-data-centers-in-europe-by-2027/
2 days ago
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#$AZN
and
#$IONS
Wainua missed its primary endpoint in the Phase 3 ATTR-CM trial, while competitors
#$ALNY
and
#$BBIO
surged.
notreload.xyz/xy/ionis-azn...
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Ionis, AZN Plunge as Wainua Misses Key Heart Trial Endpoint
AstraZeneca and Ionis’s Wainua missed its primary endpoint in the Phase 3 ATTR-CM trial, while competitors Alnylam and BridgeBio surged.
https://notreload.xyz/xy/ionis-azn-plunge-as-wainua-misses-key-heart-trial-endpoint/
2 days ago
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#$MDA
announces $712 million capital raise to fund the acquisition of a 70% stake in French satellite data company CLS. Shares drop in premarket trading.
notreload.xyz/mda-space-dr...
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MDA Space Drops After $712M Raise for CLS Acquisition
MDA Space is acquiring majority control of AI-powered satellite firm CLS for €567M using proceeds from a $712M bought deal offering.
https://notreload.xyz/mda-space-drops-after-712m-raise-for-cls-acquisition/
3 days ago
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Wolfe Research raises
#$SRPT
to Outperform citing pipeline catalysts in DM1 and FSHD. $27 target implies 33% upside as MAD data approaches in second half of 2026.
notreload.xyz/xy/wolfe-res...
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Wolfe Upgrades Sarepta (SRPT) to Outperform: 33% Upside
With key MAD data for DM1 and FSHD siRNA programs expected in H2 2026, SRPT stock shows strong growth potential.
https://notreload.xyz/xy/wolfe-research-upgrades-sarepta-to-outperform-as-dm1-and-fshd-catalysts-approach/
3 days ago
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#$LEVI
raised its outlook after strong sales, driven by denim demand and younger shoppers, but shares fell as investors wanted more.
notreload.xyz/levi-strauss...
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Levi Strauss Raises FY2026 Outlook Again After Q2 Beat
However, shares dropped as the midpoint of the new adjusted EPS guidance came in slightly below Wall Street’s expectations.
https://notreload.xyz/levi-strauss-raises-fy2026-outlook-again-after-q2-beat/
3 days ago
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A whistleblower has accused Medicare Advantage insurer
#$ALHC
of misclassifying expenses to inflate earnings. Shares fell nearly 17% after the lawsuit filing.
notreload.xyz/xy/alignment...
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Alignment Healthcare Hit with Accounting Fraud Lawsuit
A whistleblower has accused Medicare Advantage insurer Alignment Healthcare (ALHC) of misclassifying expenses to inflate earnings.
https://notreload.xyz/xy/alignment-healthcare-hit-with-accounting-fraud-lawsuit/
3 days ago
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BREAKING: Dow logs worst day in a month; S&P 500 and Nasdaq close mixed after Trump says Iran truce is over.
3 days ago
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#$AMC
shares gained sharply after Macquarie upgraded its 2026 projections and hiked the price target to $2.00. Record box office momentum boosts investor sentiment.
notreload.xyz/amc-shares-s...
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AMC Shares Surge as Macquarie Raises Price Target to $2
Stronger theatrical recovery drives optimism despite lingering volatility.
https://notreload.xyz/amc-shares-surge-as-macquarie-raises-price-target-to-2/
3 days ago
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Hunterbrook Media exposes
#$BE
China scandium supply chain and questions its $20B backlog and aggressive AI growth targets.
notreload.xyz/bloom-energy...
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Bloom Energy Drops as Hunterbrook Short Report Hits
Hunterbrook Media exposes Bloom Energy’s China scandium supply chain and questions its $20B backlog and aggressive AI growth targets.
https://notreload.xyz/bloom-energy-drops-as-hunterbrook-short-report-hits/
3 days ago
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#$MTZ
has agreed to buy The Superior Group for $1.65 billion to strengthen its data center and mission-critical infrastructure capabilities. Deal expected to close in July 2026.
notreload.xyz/mastec-acqui...
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MasTec Acquires The Superior Group for $1.65 Billion
The deal adds inside-the-building electrical expertise and is immediately accretive.
https://notreload.xyz/mastec-acquires-the-superior-group/
3 days ago
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