Bloom Energy (BE) rose 13.97% to $345 in after-hours trading, bringing its gains to more than 24% on the day. The stock is up about 20.5% over the past month and roughly 269% year-to-date. The move followed partner Brookfield’s decision to raise its financing framework for AI infrastructure-related power projects from $5 billion to $25 billion, calling Bloom a key clean power provider for expanding AI compute.

Open USD officially launched on Tuesday, backed by more than 140 companies including Visa, Mastercard, Stripe, Shopify and Coinbase, and it says it offers zero-fee minting and redemptions along with shared reserve earnings. The debut has heightened concerns it could erode Circle’s USDC market share and put pressure on Circle’s business model. Circle Internet Group shares fell 16.3% to $63.57, marking a year-to-date low and forming a technical “death cross.” USDC’s market capitalization has declined to $73.7 billion from a year-to-date high of $80 billion.

Amazon’s Prime Day generated about $26.4 billion in U.S. online retail spending, up 9% year over year, with an estimated $7 billion to $8 billion of sales pulled into the second quarter from the third. On the cloud side, AWS implemented a roughly 20% price increase effective July 1 for certain GPU-heavy EC2 Capacity Blocks, after a prior 15% hike in January. Bank of America said the adjustment could add an estimated 1–2 percentage points to second-half AWS growth as large customers such as OpenAI and Anthropic expand commitments on AWS. The firm lifted its expectations for Amazon’s second-half growth and profitability, even as AMZN shares have been under near-term pressure.

SharonAI said it has closed a $1.6 billion private placement financing, including $900 million in Class A ordinary shares and prefunded warrants and $700 million in convertible notes. The company said it plans to use the proceeds to support a previously announced six-year compute collaboration with NVIDIA, including deployment of up to 40,000 Grace Blackwell GB300 GPUs in Australia. Goldman Sachs served as lead placement agent.

Donald Trump said on Truth Social that gas stations should cut retail gasoline prices immediately and aim for about $2.50 a gallon, warning of “big problems” if they do not. He also said he had directed the Justice Department to look into alleged price gouging by oil companies. AAA put the U.S. average gasoline price at $3.86 a gallon, with California around $5.45. WTI traded near $70.36 a barrel and Brent near $73.61, while BNO and USO edged up on the day but were down more than 17% over the past month.

MicroStrategy operating entity Strategy has launched a $1.25 billion Bitcoin monetization program to bolster its USD reserve, pay preferred dividends and interest, and support $1 billion of preferred and $1 billion of common stock buybacks. The move signals a potential shift from being Bitcoin’s largest corporate buyer to a sizable seller, after the company previously sold 32 BTC. At a $60,000 price, the authorization equates to more than 54,000 BTC, fueling concerns over balance-sheet health and the logic behind support for the stock price.

Palo Alto Networks shares surged 8.45% to $329.90 on Monday, setting a new 52-week high after the company posted better-than-expected Q3 revenue and earnings. Investor sentiment was also supported by an expanded AI-focused security collaboration and a strong technical setup. The Nasdaq Composite rose 1.88% and the S&P 500 gained 1.31% on the day, and PANW’s outperformance provided a direct positive contribution as a key component of both indexes.

MicroStrategy (NASDAQ:MSTR) shares fell from a 2024 November high of $543 to $82, cutting its market capitalization from $128 billion to $28 billion. The company’s Bitcoin holdings face a larger unrealized loss, with an average cost of $64,000 versus a current BTC price of about $60,000. Total debt has risen to more than $8 billion, and the company recently sold 32 bitcoins for the first time in years, raising concerns about liquidity and further sales.

SpaceX completed a record IPO, pushing its valuation to $75 billion and drawing global venture capital attention to space technology. In Europe, satellite operator Eutelsat Communications (EPA: ETL) climbed as much as 41% in a single week, while STMicroelectronics (STM) benefited from rising expectations for low-earth-orbit component demand. STM’s LEO revenue forecast is expected to approach $1 billion in 2026, up from $600 million last year. The article argues that fragmented funding and regulatory hurdles have held back Europe’s space industry, but the IPO is seen as a turning point for capital attention.