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.

American Airlines Shares Drop After Fuel Cost Surprise Hits AAL Earnings Hopes

American Airlines Shares Drop After Fuel Cost Surprise Hits AAL Earnings Hopes

American Airlines Group Inc. shares dropped hard Wednesday. AAL closed at about $13.42, off 4.8%. Investors shrugged off new corporate updates and kept watching fuel costs, which are again eating into the revenue lift American is targeting for 2026. Airlines fell across the board. Delta Air Lines dropped 5.79%, United Airlines lost 6.25% and Southwest Airlines slipped 4.10%. That came as the S&P 500 dropped 1.62% and the Dow Jones lost 1.87% in the same session. Airline stocks tend to move together when oil jumps. Fuel costs are a major hit for the sector and higher crude can squeeze margins fast.
Oracle’s $95 Billion AI Tab Rattles AI Names Despite Positive Quarter

Oracle’s $95 Billion AI Tab Rattles AI Names Despite Positive Quarter

Oracle’s shares tumbled more than 9% to $182.95 ahead of Thursday’s session after the company posted record Q4 numbers, then flagged a sharp rise in spending to build out its AI infrastructure. Investors reacted to the bigger capital bill, even as AI demand stayed hot. Oracle posted a 21% gain in quarterly revenue, up to $19.2 billion. Total cloud revenue came in 47% higher at $9.9 billion. Oracle Cloud Infrastructure, the company’s IaaS arm, jumped 93% to $5.8 billion, while its cloud applications segment reported a 10% increase, hitting $4.1 billion.
Battalion Oil Shares Jump With Traders Looking to BATL on Iran Tension

Battalion Oil Shares Jump With Traders Looking to BATL on Iran Tension

Battalion Oil Corporation shares jumped Wednesday as traders hunted for gains in smaller U.S. energy names after a U.S.-Iran flare-up brought supply risk back in focus. BATL finished at $2.06, up 57.25%. The stock opened at $1.32 and touched $2.93 at the day’s high. Volume hit 199.66 million. Benzinga said shares tacked on another 16.44% to $2.40 in after-hours trading, but early Thursday numbers on Investing.com showed the rally getting pared back. There wasn't a new earnings release or well result driving the move. Geopolitics took over. Reuters said Thursday the U.S. and Iran traded fire for the second day in a row, with Iran claiming the Strait of Hormuz was completely closed. The U.S. said commercial traffic hadn't stopped. Oil jumped close to $3 after President Donald Trump threatened more action, Reuters reported.
11 June 2026
Fermi (FRMI) Jumps After OpenAI Data Center Report; Project Matador Lease Bets Return

Fermi (FRMI) Jumps After OpenAI Data Center Report; Project Matador Lease Bets Return

Fermi Inc. shares surged 22.6% to finish at $6.89 on Wednesday. The stock ticked up to $6.91 in early trading Thursday as traders looked for signs that big AI clients could still lock in massive, power-heavy data center contracts. The move wasn’t driven by a Fermi deal itself. Instead, OpenAI is reportedly talking to lease a 10-gigawatt data center project in Ohio, with Nvidia possibly backing it financially. That report put Fermi’s Project Matador back in play for the “power is the bottleneck” crowd. Fermi’s big issue is that it’s put together the land, permits, and equipment financing for its large Texas power-campus plan, but its most recent quarterly filing shows it still hasn’t signed tenant agreements. Basically, the company is still looking to turn that expected demand into actual binding customer contracts.
Super Micro shares drop as $7B AI financing plan stokes dilution concerns

Super Micro shares drop as $7B AI financing plan stokes dilution concerns

Super Micro Computer shares plummeted 28% to $29.27 on Wednesday after news it plans to raise about $7 billion via equity and equity-linked financing. The San Jose server company reported $39 billion in recent AI-server orders, but the market focused on how it will pay for them. Super Micro late June 9 said it would spend part of the cash to buy components for AI servers, including Data Center Building Block Solutions, to fill orders from more than 20 customers. AI servers need costly chips, memory, networking, and cooling before customers pay for the finished product.
Outlook Therapeutics Gains as FDA Timeline for Lytenava Comes Up

Outlook Therapeutics Gains as FDA Timeline for Lytenava Comes Up

Outlook Therapeutics shares surged Wednesday as the stock once again drew regulatory-timer trades after the company filed its newest FDA application for ONS-5010/LYTENAVA, its candidate for wet age-related macular degeneration. The stock was last quoted near $0.89, up about 26% from Tuesday's close, with shares trading between $0.6853 and $0.8999 and volume near 21.9 million shares. Investors are focused on timing. Outlook said June 1 it resubmitted its Biologics License Application, or BLA, for ONS-5010/LYTENAVA to the FDA. The drug targets neovascular age-related macular degeneration, or wet AMD, which affects central vision.
ERock Falls in NYSE Debut, AI Power Firm Starts Trading Below IPO Price

ERock Falls in NYSE Debut, AI Power Firm Starts Trading Below IPO Price

ERock Inc. dropped 12.37% in its NYSE debut Wednesday. The Houston company’s stock closed at $18.84, sliding below its $21.50 IPO price after opening at $20.10. The onsite power provider trades under the EROC ticker. ERock's debut caught attention because it told a straightforward story for now—AI data centers need power faster than utilities can supply. The company builds and runs modular natural gas power systems promising “speed-to-power,” which means giving big customers electricity before they’re hooked to the full grid.
BofA Shares Edge Higher After Bank Lifts Trading Revenue Forecast Above 15%

BofA Shares Edge Higher After Bank Lifts Trading Revenue Forecast Above 15%

Bank of America Corp. shares climbed Wednesday as management sent a clearer message on the Wall Street business. The stock traded at $54.745 in recent action, up $0.325 for the session, after hitting an intraday high of $55.295. The latest update signaled second-quarter markets revenue growth running faster than what investors had penciled in two weeks ago. Bank of America Co-President Jim DeMare told the Morgan Stanley U.S. Financials Conference on Tuesday that the bank could top its earlier estimate for 15% second-quarter markets revenue growth, according to Reuters. DeMare, speaking at the event, which is listed on Bank of America’s investor relations site, said the equities unit is driving a lot of the gains.
Palantir CEO Karp takes aim at AI spend by Anthropic, OpenAI

Palantir CEO Karp takes aim at AI spend by Anthropic, OpenAI

Palantir CEO Alex Karp on CNBC Wednesday criticized frontier AI labs, saying many enterprise clients are privately dissatisfied with those companies. Karp told CNBC’s Sara Eisen that discontent isn’t just limited to everyday users. He said most of the Anthropic projects discussed in public are “running on Palantir.” Corporate AI buyers are starting to set real budgets, not just run pilots. Business Insider said Wednesday that OpenAI, Anthropic and GitHub are steering more customers to token-based billing, where users pay for the text AI models handle. Coinbase and Walmart added usage caps, and Amazon dropped its internal token leaderboard.
Ming Shing Group Holdings shares surge, then fall back after $110M graphene move raises dilution questions

Ming Shing Group Holdings shares surge, then fall back after $110M graphene move raises dilution questions

New York, June 10, 2026, 10:45 a.m. EDT Ming Shing Group Holdings Limited traded among the choppier Nasdaq microcaps Wednesday. The Hong Kong construction-services player told investors it wrapped up a $110 million buy that puts it into graphene-based thermal management, which deals with heat controls for electronics and products. Ming Shing said the deal went from pitch to closed after Tuesday’s close, and investors took note since Ming Shing’s payment structure could later mean a large batch of new shares come into play.
10 June 2026
Opendoor Stock Climbs as Fresh Acquisition Data Puts Turnaround Back in Focus

Opendoor Stock Climbs as Fresh Acquisition Data Puts Turnaround Back in Focus

Opendoor Technologies Inc. shares rose sharply Wednesday, putting the home-flipping platform back on investors’ radar after the company’s latest “Accountable” dashboard showed a 31% week-over-week increase in acquisition contract tracking. The stock recently traded at $4.69, up roughly 8% from the prior close, after opening at $4.35. That dashboard is the fresh data point. It was marked “Data as of Jun 06, 2026” and “Updated yesterday,” making it the most current verified company update available around the move. Acquisition contracts matter because Opendoor is an iBuyer — a business that contracts to buy homes directly and later resells them — so rising contracts can point to future inventory and revenue if those deals close.
Coupang (CPNG) Gains Ahead of South Korea Privacy Fine Ruling

Coupang (CPNG) Gains Ahead of South Korea Privacy Fine Ruling

Coupang, Inc. shares climbed on Tuesday, catching attention not for its usual sales angles but because a South Korean privacy ruling could soon put a price tag on last year’s big customer data breach. CPNG ended the session up 4.68% at $15.90 in New York, after finishing at $15.19 on Monday. What’s new today is timing. South Korea’s Personal Information Protection Commission met to consider whether to sanction Coupang over a data breach regulators say leaked over 33 million pieces of personal information. The issue has weighed on Coupang shares since late 2025. Now, officials are closer to a call.
10 June 2026
US stock futures slip with CPI ahead as Iran oil risk stirs Fed worries

US stock futures slip with CPI ahead as Iran oil risk stirs Fed worries

Stock futures dipped early Wednesday as traders waited for the May inflation print, a report that could shape whether the latest Wall Street slide turns into a buying opportunity or a reset for high-growth names that track rates. E-mini S&P 500 futures last traded at 7,330.25, off 62.50 points. Nasdaq 100 futures were lower by 371.25 points at 28,745.75, while Dow futures dropped 374 points to 50,535, per Barchart data. Traders aren’t just watching the CPI number. The Consumer Price Index tracks changes in what people pay for daily goods and services. This report comes at a tricky time with oil prices still affected by war risk, bond markets on edge about persistent inflation, and the Federal Reserve set to meet next week. The Bureau of Labor Statistics is set to release the May CPI at 8:30 a.m. ET.
Social Security Risks 22% Cuts by 2032—Timing Moves Up

Social Security Risks 22% Cuts by 2032—Timing Moves Up

Social Security’s main retirement and survivor benefits fund is now seen running out of reserves in late 2032, according to the latest trustees report Tuesday. If Congress doesn’t act, automatic benefit cuts would hit, and only about 78% of scheduled payments would go out based on incoming payroll taxes. That would affect millions. Social Security’s funding problem isn’t just a future risk now. The agency said it paid out $1.60 trillion in benefits in 2025, reaching 70 million people by year-end and collecting payroll taxes from about 185 million workers.
10 June 2026
Intel Stock’s Google-Fueled Rally Just Hit a Wall as AI Chip Bets Face a Reality Check

Intel Stock’s Google-Fueled Rally Just Hit a Wall as AI Chip Bets Face a Reality Check

Intel shares fell 4.6% to $105.25 in late Tuesday trading, giving back part of Monday’s Google-fueled rally as investors took profits and chip stocks sold off again. The stock opened at $112.59, touched $113.96, then sank as low as $99.47, showing how fast traders were repricing the turnaround story. The move matters now because Intel’s rally has become a referendum on whether Chief Executive Lip-Bu Tan can turn Intel Foundry into a real contract chipmaker — a business that makes chips designed by outside customers. Monday’s jump followed a Reuters report citing The Information that Alphabet’s Google placed an order with Intel to make more than 3 million tensor processing units, AI chips built for machine-learning work, in 2028; Jacob Bourne, technology analyst at eMarketer, called the news “evidence that AI’s biggest players are racing to diversify” a supply chain still concentrated around TSMC.
Marathon Digital Shares Fall as Bitcoin Move Renews Focus on AI Strategy

Marathon Digital Shares Fall as Bitcoin Move Renews Focus on AI Strategy

MARA Holdings shares dropped Tuesday afternoon, tracking bitcoin as it slipped under $62,000. That pulled pressure back onto miners, with revenue and balance sheets still tied to bitcoin’s moves. Shares fell about 4.3% to $13.19, after starting the session at $14.01. The stock swung from $12.65 to $14.40 on volume north of 40 million shares, leaving the company valued near $5.0 billion.
Salesforce Cuts More Jobs, Wall Street Watches the Calendar

Salesforce Cuts More Jobs, Wall Street Watches the Calendar

Salesforce laid off more workers, with staff linked to Agentforce, its main AI product, among those let go, Business Insider reported Tuesday. The outlet cited sources and a regulatory notice in California. The notice showed 86 jobs cut across sales, general administration, tech, and product, according to the report. The timing is key. Salesforce is betting that AI agents, which tackle jobs like updating records or handling customer cases with little human help, can bring in new sales faster than they hurt its older business model of per-seat licenses.
Smart Logistics Jumps 159% Before Nasdaq Halt

Smart Logistics Jumps 159% Before Nasdaq Halt

Smart Logistics Global Limited shares jumped more than 100% early Tuesday before Nasdaq halted the action for volatility, sending the China logistics name briefly to the top of U.S.-listed movers few had on the radar. The stock jumped 158.75% to $1.33 after opening at $1.19. Shares moved between 93.2 cents and $1.37. Volume hit 48.93 million shares, much higher than normal. Webull pegged the market cap near $57.2 million.
9 June 2026
Cartesian Growth Ticker Change Draws Trader Attention to Factorial Energy

Cartesian Growth Ticker Change Draws Trader Attention to Factorial Energy

Factorial Energy Inc. saw new premarket demand on Tuesday, building on a strong first day of trading with the FAC ticker after swapping in for Cartesian Growth Corporation III on Nasdaq. Shares closed the opening session with a big gain. CGCT isn’t just a SPAC anymore. The company has shed its status as a blank-check shell after the merger. A SPAC—short for special purpose acquisition company—is a listed cash shell that combines with a private firm. Now the ticker links to an operating battery company, not just cash.
Cerebras Jumps Again After Wall Street Calls Its AI Chip a Rival for Nvidia

Cerebras Jumps Again After Wall Street Calls Its AI Chip a Rival for Nvidia

Cerebras Systems was set to open higher on Tuesday, building on Monday’s rally. The move came after Wall Street banks started coverage on the fresh AI-chip IPO with upbeat calls. Shares traded at $246.53 premarket, up 3.66%. Cerebras closed Monday at $237.83, up 18.32%. Cerebras is in focus as investors check demand for AI hardware names outside of Nvidia. The timing follows the end of the IPO quiet period, when banks involved in the offering were restricted from releasing research.
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Stock Market Today

  • AtkinsRéalis Jumps C$683 Million as Turkey Looks at CANDU Nuclear Reactors
    July 3, 2026, 2:33 PM EDT. AtkinsRéalis Group Inc. (TSE:ATRL) stock rose 4.81% to C$91.87, lifting its market value by around C$683 million on July 3, 2026. The move beat the S&P/TSX Composite's 0.87% gain. Shares moved after news that Turkey started an initial review of AtkinsRéalis's CANDU small modular nuclear reactor design. Investors reacted even though the company has yet to sign a contract. The equity increase is about 93% of what the company's nuclear segment brought in for Q1, or C$736.6 million revenue. State-operated TUNAS is going through AtkinsRéalis's information and is expected to issue a report this summer, which could lead to nuclear project talks. Market cap stands at C$14.88 billion, with a Q1 backlog of more than C$20 billion.
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