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Cadence (CDNS) & Synopsys (SNPS) fell on Moonshot's Kimi K3 AI news, but BNP says the selloff is overdone and AI boosts EDA.

June Cass Freight Index: shipments fell 4.1% YoY while expenditures rose 11.2% as tight capacity drives rate recovery.

Semiconductor ETFs (SMH, SOXX) dip despite record earnings forecasts and AI-driven revenue boom.

STAAR Surgical (STAA) stock drops as concerns over outlook overshadow the company's better-than-expected preliminary sales figures for Q2 2026. Read more here.

AST SpaceMobile upgraded to Buy at B. Riley, which said the company now has more than enough capital to launch its global SpaceMobile D2D constellation following its latest offering.

ACI Worldwide (ACIW) is considering selling its billing division in a transaction that could value the unit at ~$1.5B, three people familiar with the matter told Reuters.

Dynex Capital (DX) Q2 earnings preview: consensus EPS $0.34 and revenue $86.42M, estimate revisions and beat rates.

American Express (AXP) snaps 6-day rally as JPM upgrades to Overweight; ratings mixed on valuation.

Financial stocks surge on strong bank Q2 earnings, pushing S&P 500 Financials into rare extreme overbought territory.

Domino's Pizza (DPZ) reports Q2 earnings July 20: EPS $4.17, revenue $1.18B.