Today: 3 July 2026

Iwona Majkowska

Iwona Majkowska is a financial markets journalist at TS2.tech, specializing in stocks, artificial intelligence and technology. A graduate of the Warsaw School of Economics, she previously worked in equity research and financial analysis before focusing on market reporting. Her daily coverage helps investors follow major developments across U.S. and global markets.

Ondas Inc. (NASDAQ:ONDS) heads into shortened week after 315 million shares trade

Ondas Inc. (NASDAQ:ONDS) heads into shortened week after 315 million shares trade

Ondas Inc. heads into the U.S. holiday break after a busy session that finished lower. Thursday’s $7.41 close stands as the last regular-session price before Nasdaq shuts down July 3 for Independence Day observed and trading resumes next week. The key stat isn’t just Thursday’s 6.44% drop. It’s the churn: Ondas saw 315.5 million shares traded from Monday to Thursday, about 60% of its 523.16 million shares outstanding, according to Google Finance. That kind of turnover doesn’t mean every share changed hands, but it does show a lot moved as the stock stalled under $8.50.
3 July 2026
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Axcelis (ACLS) drops $1 billion in market value, topping recent sales

Axcelis (ACLS) drops $1 billion in market value, topping recent sales

Axcelis Technologies, Inc. took a hit Thursday, dropping 18.4% to $145.50 and erasing about $1.0 billion in market cap—more than its $845.4 million in revenue from the past year. Shares fell $32.83 with 30.73 million outstanding, according to StockAnalysis. Axcelis saw its valuation drop sharply after the move. The company finished the session with a $4.47 billion market cap, pricing it at 5.3 times trailing revenue, down from around 6.5 times before shares skidded. The stock settled 16.9% lower than where it opened, ending just 2.4% above the day’s low.
2 July 2026
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Apple (NASDAQ:AAPL) shares up, leaving little margin for error on AI upgrade story

Apple (NASDAQ:AAPL) shares up, leaving little margin for error on AI upgrade story

Apple Inc. jumped 3.9% to $305.81 at about 10:50 a.m. in New York, tacking on around $168 billion in market value. That move cut against the broader tape: Invesco QQQ Trust slipped 0.8%, while SPDR S&P 500 ETF Trust traded up 0.2%. The focus is on the gap here—Apple is being pushed back toward its June highs even as fresh survey data raises doubts about whether AI features are making iPhone owners upgrade any faster. UBS analyst David Vogt wrote Thursday that roughly 24% of survey respondents now say they would upgrade sooner due to Apple Intelligence, a drop of 500 basis points from the last six months. At the same time, about 31% reported the new features have no impact, up 300 basis points. UBS added that iPhone purchase intent in China slipped to around 15%. The average iPhone age in the installed base remains high at about 22.9 months.
2 July 2026
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Nokia (HEL:NOKIA) shares drop as FMR cuts stake below 5% ahead of Q2

Nokia (HEL:NOKIA) shares drop as FMR cuts stake below 5% ahead of Q2

Nokia Oyj dropped in Thursday’s midday trading in Helsinki, heading lower even as the overall market stayed firm, after new filings revealed FMR LLC’s stake slipped under the 5% voting-rights threshold. The move comes with three weeks to go before Nokia’s Q2 report. Nasdaq says Helsinki stocks trade 10:00–18:30 local time. As of 15:02 EEST, Google Finance had Nokia at 11.14 euros, down 2.15%. The gap is notable since Nokia dropped about 2% on Thursday even as the local market was higher. Trading Economics had the Helsinki index up 0.19% and the Helsinki 25 up 0.41% on July 2.
2 July 2026
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Meta Platforms (NASDAQ:META) surge values AI cloud bet at $128 billion

Meta Platforms (NASDAQ:META) surge values AI cloud bet at $128 billion

Meta Platforms jumped 8.8% in early New York premarket Thursday after a Reuters item said Bloomberg News reported Meta is planning to offer extra AI compute power through a new cloud business. The Nasdaq opens for its normal session at 9:30 a.m. EDT. With markets closed Friday for the Independence Day holiday, Thursday is the last U.S. cash trading day before the long weekend. The price jump wiped out some of Meta’s earlier losses this year. Shares closed at $612.91, putting Meta’s market cap at around $1.572 trillion. That’s up $127.6 billion over the last close. The single-day jump is 6.4 times what Meta spent on capital expenditures plus lease principal in Q1, and 10.3 times first-quarter free cash flow.
2 July 2026
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Reddit stock pops as shorts come up against improving ad growth

Reddit stock pops as shorts come up against improving ad growth

Reddit, Inc. climbed 14.1% Wednesday, beating out most communication-services names as buyers moved in. The stock drew in traders with short interest on the rise and a lot of room left to last year’s high. New York Stock Exchange ran on its usual schedule Wednesday, 9:30 a.m. to 4 p.m. EDT. The market is set to be closed Friday, July 3, for the Independence Day holiday.
1 July 2026
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Walmart drop makes July sales latest test for $38 billion valuation

Walmart drop makes July sales latest test for $38 billion valuation

Walmart Inc. dropped $4.75, or roughly 4.2%, to $108.51 just before 3 p.m. ET Wednesday. Cleveland Research reportedly flagged slower U.S. comparable sales. That move wiped out around $38 billion in Walmart’s equity value—almost two-thirds of what Target Corp. is worth now. This looks more like a specific trade story. There was no big wave out of retail stocks. Costco Wholesale Corp. slipped under 1%. Amazon.com Inc. ticked higher. Kroger Co. added ground and the SPDR S&P Retail ETF also traded up.
1 July 2026
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Micron (NASDAQ:MU) looks to big memory contracts as stock moves into new week

Micron (NASDAQ:MU) falls after GM contract, traders weigh AI memory bets

Micron Technology fell 9.8% to $1,041.12 as of 13:58 EDT, in delayed trading. The memory-chip company and General Motors announced a long-term supply agreement. Even so, shares sank $113.17 from Tuesday’s close, wiping around $130 billion from Micron’s value based on its quoted share count. That’s roughly 1.9 times GM’s total market cap. Micron took a hit, and that’s the story. The GM deal adds another buyer for Micron’s memory and storage over the long haul, but the market wants proof. The shares now bake in a tough bet—memory chips trading more like a contracted AI part and less like a classic boom-bust commodity.
1 July 2026
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Opendoor (NASDAQ:OPEN) moves higher as midday trade volume tops recent average

Opendoor (NASDAQ:OPEN) moves higher as midday trade volume tops recent average

Opendoor Technologies Inc. surged almost 10% by late morning Wednesday, beating gains in homebuilding funds and major indexes. The stock’s move didn’t track cleanly with the U.S. housing sector. Instead, it looked more like a high-short reaction after recent index inclusion and a market trying to adjust to turnaround hopes. Live quotes around 11:50 a.m. EDT showed the split as follows:
1 July 2026
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Clearwater Analytics (NYSE:CWAN) delists from NYSE after buyout, last trade leaves small spread

Clearwater Analytics (NYSE:CWAN) delists from NYSE after buyout, last trade leaves small spread

Markets were open Wednesday, but Clearwater Analytics Holdings, Inc. did not trade. NYSE’s regular hours are 9:30 a.m. to 4 p.m. ET. The 2026 NYSE holiday calendar names Friday, July 3, as Independence Day observed. The exchange filed a Form 25 on June 25 to take Clearwater’s Class A common stock off its list and end registration. Last price for CWAN stayed at $24.56, unchanged, with the most recent trade posted at June 24, 23:15 UTC. That put it a penny above the cash mark, or about a 0.04% difference. At that point, the trade was past price risk and just down to settlement.
1 July 2026
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Meta Platforms (NASDAQ:META) cloud report sends shares higher, weighs on CoreWeave (NASDAQ:CRWV), Nebius (NASDAQ:NBIS)

Meta Platforms (NASDAQ:META) cloud report sends shares higher, weighs on CoreWeave (NASDAQ:CRWV), Nebius (NASDAQ:NBIS)

Shares of Meta Platforms rallied Wednesday following a Bloomberg News report that the Facebook owner is planning to launch a cloud service, selling extra AI computing power. That move could help address investor concerns about high AI costs by adding a new source of revenue. Reuters, quoting the Bloomberg story, said it could not verify the report, and Meta did not reply to a Reuters request for comment. U.S. cash equities traded as of the dateline. At 9:46 a.m. EDT, Meta jumped $38.17, or 6.8%, to $601.46. CoreWeave was down $10.88, or 10.9%, at $88.66. Nebius Group dropped $34.04, or 12.3%, to $242.13. Amazon.com lost 1.4%, Microsoft was up 1.1%, and Alphabet added 0.7%.
1 July 2026
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QXO stock slips as TopBuild cash election turns into 313 million-share supply test

QXO stock slips as TopBuild cash election turns into 313 million-share supply test

QXO, Inc. fell 3.5% to $17.19 around 11:50 a.m. EDT, after touching $19.50 earlier in the session, as the final election data for its TopBuild Corp. deal shifted attention from approval risk to share supply risk. TopBuild was down 3.5% at $347.35. Builders FirstSource, Inc., a building-products peer, was down 0.6%, while the SPDR S&P 500 ETF Trust was up 0.6%. The sharp tell was in TopBuild’s price. The stock-only consideration of 20.200 QXO shares was worth $347.24 at QXO’s late-morning price, almost the same as TopBuild’s market price. The prorated package for TopBuild holders that elected cash was worth about $425.24, made up of $249.71 in cash and 10.211 QXO shares.
30 June 2026
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Jack in the Box (NASDAQ:JACK) pops after Russell Microcap move triggers squeeze

Jack in the Box (NASDAQ:JACK) pops after Russell Microcap move triggers squeeze

Jack in the Box Inc. gained 9.22% to $18.13 in premarket trade at 9:05 a.m. EDT, just before the Nasdaq's regular 9:30 a.m. to 4 p.m. hours. JACK jumped 20.20% Monday. Nasdaq’s 2026 holiday calendar leaves out June 30. The number to watch is the short-interest lag. As of June 15, the last reported short position stood at 6.72 million shares, or 40.17% of the float. On Monday, 3.65 million shares traded, about 54% of that short figure. But investors will have to wait until July 10 for FINRA’s June 30 short-interest update.
30 June 2026
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Strategy to sell bitcoin gives room as MSTR buyback lags new shares

Strategy to sell bitcoin gives room as MSTR buyback lags new shares

Strategy Inc has set up a controlled way to sell bitcoin, but the big question for investors is how far the company will go with dilution as it discusses buybacks. The board's plan, out Monday, allows bitcoin sales, raising cash reserves, and buybacks of as much as $1 billion in both common and preferred shares. A number traders watch is the gap between new buyback headlines and last week’s share sales. Strategy sold 12.67 million MSTR shares for $1.152 billion net in the week ending June 28, according to a June 29 filing. The company did not buy any bitcoin in that span and still had $24.26 billion left it could raise through selling Class A common stock.
30 June 2026
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Iridium stock trades above Rocket Lab’s $54 bid as collar math narrows deal spread

Iridium stock trades above Rocket Lab’s $54 bid as collar math narrows deal spread

Iridium Communications Inc traded through Rocket Lab Corporation’s proposed takeover value before Tuesday’s regular session, a small gap with a large message: the market is giving the target more than the headline cash-stock price while the deal still has a long path to close. At the dateline time, Nasdaq was in pre-market hours. Its regular session opens at 9:30 a.m. ET, and its 2026 holiday schedule does not list June 30 as a closure. The next listed U.S. stock-market closure is July 3, for Independence Day observed.
30 June 2026
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Transocean (NYSE:RIG) moves against sector as Valaris spread stays close to 3%

Transocean (NYSE:RIG) moves against sector as Valaris spread stays close to 3%

Transocean Ltd. dropped 1.6% to $5.04 by late Monday. Trading was heavy, with 36.4 million shares traded, putting dollar volume around $184 million. That’s about 3.2% of the company’s market cap and ahead of the same day turnover rates for Noble Corp. Plc, Valaris Ltd., and Seadrill Ltd.. The way RIG trades is getting more attention now, since the stock is both an offshore driller bet and the currency for Transocean’s all-stock deal to buy Valaris. The agreement has Valaris holders set to get 15.235 Transocean shares for every Valaris share. With RIG at Monday’s close, that pegged Valaris at $76.78 a share. Valaris last traded at $74.53.
30 June 2026
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Refiners top oil majors among energy stocks in June 2026 as ETF weight shifts

Refiners top oil majors among energy stocks in June 2026 as ETF weight shifts

Energy stocks in the U.S. finished June mixed, a split that wasn’t obvious on the sector tape. The Energy Select Sector SPDR Fund dropped along with oil majors and services, while two big refiners gained. The June 29 session was a regular U.S. trading day; according to the NYSE’s 2026 calendar, Juneteenth is observed June 19, with the next stock-market closure for Independence Day on July 3. The table lists May 29 closing prices and Monday’s latest data, pulled from public market sources. June return figures and estimated XLE impacts come from those prices and State Street’s index weights.
29 June 2026
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Applied Materials stock jumps as AMAT rally outruns Wall Street’s average target

Applied Materials stock jumps as AMAT rally outruns Wall Street’s average target

Applied Materials, Inc. surged on Monday, adding about $58 billion in market value from Friday’s implied level, as the chip-tool maker’s stock moved closer to the Street’s most bullish targets than to its average target. The shares recently traded at $699.97, up $73.13 on the day, after moving between $633.33 and $708.87. The rally beat the main semiconductor ETF proxies by a wide margin, with AMAT’s intraday gain more than three times SOXX’s move and more than four times SPY’s move.
29 June 2026
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Micron (NASDAQ:MU) looks to big memory contracts as stock moves into new week

Micron (NASDAQ:MU) falls after $98B hit as AI memory deals get tested

Micron Technology, Inc. dropped hard Monday, while the Nasdaq and NVIDIA Corp. held up. Investors sold the stock after South Korea’s new memory chip capacity plans hit the wires, sparking worries about future pricing. The shares closed at $1,046.06, down $86.27 from Friday. By market cap and price drop, that wiped out roughly $98 billion in equity value. That figure is key since Micron last week set a $100 billion minimum-revenue threshold on 14 of 16 of its customer supply agreements. The stock ended up getting cut by about one contract floor. Micron’s guide for the current quarter still has $50 billion in revenue and a gross margin near 86%.
29 June 2026
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Keel Infrastructure climbs premarket with heavy float turnover on Russell 3000 inclusion

Keel Infrastructure climbs premarket with heavy float turnover on Russell 3000 inclusion

Keel Infrastructure Corp. traded higher in premarket on Monday, climbing after the data-center and energy infrastructure company was named to the Russell 3000 Index. Shares quoted at $6.165 as of 08:01 a.m. EDT, up 2.24% from Friday’s $6.03 close. The change takes effect at the U.S. open. Friday’s volume stood out. MarketWatch put turnover at 122.41 million shares, about 273% of the 65-day average. That’s roughly 20.4% of the public float of 601.03 million shares. Short interest was 87.29 million shares, or 14.52% of float, on June 15.
29 June 2026
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Stock Market Today

  • LLYH: AI Sees Long-Term Buy Near 10.90, Outlook Strong
    July 3, 2026, 7:01 AM EDT. AI analysis on July 3, 2026, points to a long-term buy in Harvest Eli Lilly High Income Shares ETF (LLYH:CA) around 10.90 CAD, with stop loss at 10.85. The AI outlook is strong long-term, but near-term signals are weak and mid-term is neutral. Strategy calls for entry with risk controls. No short-selling suggested right now. Traders should check for signal updates before moving.
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