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.

Applied Materials (NASDAQ:AMAT) gains $50 billion as AI memory trade pushes past Street forecasts

Applied Materials (NASDAQ:AMAT) gains $50 billion as AI memory trade pushes past Street forecasts

Applied Materials, Inc. surged Thursday, with a sharp move that stood out for its scale. Shares traded at $652.07, up $63.10, or 10.7%, as of 1:52 p.m. EDT. The jump boosted the company’s equity value by around $50.4 billion, based on the latest market cap and share count. Applied’s rally put it out front for dollar gains against other equipment peers. ASML Holding N.V. U.S. shares added about $29.6 billion in value, Lam Research Corp. rose $23.2 billion and KLA Corp. picked up $2.4 billion.
25 June 2026
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Amazon.com (NASDAQ:AMZN) sheds $67 billion on cloud worries, taking shine off Prime Day numbers

Amazon.com (NASDAQ:AMZN) sheds $67 billion on cloud worries, taking shine off Prime Day numbers

Amazon.com, Inc. traded lower Thursday, with the slide outpacing moves seen on Prime Day. Shares were at $228.06, down $6.21, as of 1:33 p.m. EDT. With 10.76 billion shares outstanding, that cut about $67 billion from Amazon’s equity value, according to WSJ data. The figure was roughly 2.5 times Adobe’s $26.3 billion estimate for total U.S. online spending during the four-day Prime Day stretch. Adobe’s tally is for overall online sales at U.S. retailers, not just Amazon. That ratio is still important since the stock was trading on cloud risk and cash flow, not just one set of retail numbers.
25 June 2026
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Qualcomm gains $16 billion as AI data-center bet faces watchful market

Qualcomm gains $16 billion as AI data-center bet faces watchful market

QUALCOMM Incorporated jumped $14.93 to $212.34, after reaching a session high of $224.00. Shares were up 7.6% from Wednesday’s close and touched a 13.5% gain earlier. Latest market cap printed at $227.6 billion, with trading volume near 22.5 million shares. Qualcomm's move was clear in the numbers. The rally tacked on roughly $16.0 billion in market value at the latest price. That’s 1.1 times the over $15 billion in yearly data-center revenue the company aims at for fiscal 2029. At its peak, the gain topped $28.5 billion—1.9 times that same target.
25 June 2026
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Dow ends higher; Nasdaq drifts as AI stocks slip, oil falls

Dow Jones (INDEXDJX:.DJI) spikes 700 points as price-weighted stocks outpace tech slide

Dow jumps more than 700 points as industrials and banks surge, Nasdaq lagsLate Thursday morning, the Dow rallied 763.79 points to 52,612.69 as tracked by MarketWatch/FactSet. The move left the S&P 500 up 29.46 points. But the Nasdaq fell 86.98 points, weighed down by Apple, Microsoft Corp., Nvidia Corp. and Amazon.com Inc.. No clear tech bounce for the tape. MarketWatch figures each $1 move in a Dow component moves the index by 6.16 points. The top five names on the upside—Caterpillar, Goldman Sachs, Honeywell, UnitedHealth Group Inc., and American Express Co.—added around 666 points to the Dow. But Apple, Microsoft, Nvidia, and Amazon took off about 184 points.
25 June 2026
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Bio-Techne soars after Merck offer at $73 a share; spread remains on cash bid

Bio-Techne soars after Merck offer at $73 a share; spread remains on cash bid

Bio-Techne Corporation moved into merger-arb territory Thursday morning after Germany’s Merck KGaA said it would acquire the life-sciences tools company for $73 per share in cash. Shares traded at $70.17 at 9:51 a.m. EDT, up 19.18%, leaving a $2.83 spread to the offer. The spread is in focus since the payout won’t come soon. The deal still requires Bio-Techne shareholders and several regulatory signoffs. Merck expects to close late 2026 or early 2027. The company is using a mix of cash and new debt for the funding.
25 June 2026
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Hertz Global (HTZ) shares fall, $350 mln note hedge draws attention

Hertz Global (HTZ) shares fall, $350 mln note hedge draws attention

Hertz Global Holdings, Inc. comes into Thursday’s U.S. session facing a financing issue tied to its stock that goes beyond the $100 million share sale reported in the headline. Hertz priced 37,037,037 borrowed shares at $2.70 apiece. That’s about 11.8% of the company’s 315.1 million shares outstanding as of March 31, figures from company filings show. Hertz won’t get sale proceeds from the block. J.P. Morgan Securities or its affiliates will collect those. Hertz said it will only receive a nominal lending fee.
25 June 2026
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Micron Technology (NASDAQ: MU) gains ahead of earnings; Street eyes $20.57 EPS bar

Micron headed for $200 billion jump before the bell on AI memory deals

Micron Technology, Inc. traded 16.7% higher at $1,224.01 in premarket action Thursday. If the price sticks, about $198 billion gets added to its equity value based on Google Finance’s count of 1.13 billion shares. That’s nearly double the $100 billion in minimum-price remaining performance obligations linked to strategic customer agreements that were signed or finished after the last quarter. Investors are seeing something different in Micron this quarter. The stock isn't trading just on spot DRAM and NAND prices anymore. Now, the market is putting value on customer-funded supply, price floors, and the chance this memory cycle remains tight.
25 June 2026
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Fomo lands $75 million, hitting $880 per user valuation for crypto trading app

Fomo lands $75 million, hitting $880 per user valuation for crypto trading app

Fomo’s $75 million Series B sets a private-market value for consumer crypto trading, not just another funding headline. The New York company raised at a $550 million valuation, FinTech Futures said this week. Index Ventures led the round, with Union Square Ventures and Benchmark also in, according to the report. Based on company numbers, the price comes to about $880 per reported user and 13.75 cents per cumulative dollar traded. Fomo said it had over 625,000 people join since launch, with total trading volume above $4 billion and 110 million unique social interactions. That’s around $6,400 traded and 176 social actions for every reported user.
25 June 2026
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Opendoor slides after landing in Russell 3000, liquidity and dilution concerns follow

Opendoor edges up before Russell 3000 move, soft housing numbers weigh

Opendoor Technologies Inc. finished Wednesday up 1.9% at $4.28. In after-hours action at 6:59 p.m. EDT, shares traded at $4.3499. Regular trading on Nasdaq ended earlier, and the after-hours period goes from 4 p.m. to 8 p.m. ET. Volume hit 36.91 million shares, which is 102% of the 65-day average—about 4.6% of the company’s public float. The stock outperformed as the broader market moved lower. The Nasdaq Composite dropped 0.43%. The S&P 500 slipped 0.10%. The Dow posted a 0.35% gain. U.S. exchange volume came in strong at 25.84 billion shares, topping the 20-day full-session average of 22.92 billion, according to Reuters.
25 June 2026
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AMD holds steady after UBS sets $1.1T target, AI rivalry grows

AMD holds steady after UBS sets $1.1T target, AI rivalry grows

Advanced Micro Devices, Inc. finished Wednesday little changed. UBS, which had one of the highest targets on AMD, reset its view, but the stock barely moved. Investors didn't rush to buy on another AI-chip call. AMD slipped 11 cents to end the day at $519.74, moving between $503.50 and $524.96. In after-hours trading, shares jumped 3.45% to $537.69 with 2.03 million shares changing hands. Volume during normal hours was 25.76 million shares—about 68% of the 65-day average.
25 June 2026
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Qualcomm move tests Street targets after $15B AI data center outlook

Qualcomm move tests Street targets after $15B AI data center outlook

Qualcomm closed Wednesday regular trading near the Street’s average price target. Shares moved higher after the bell when the company released specific revenue figures tied to its AI data center efforts. The stock closed down $6.71 at $197.41, wiping out about $7.2 billion in market value for the company, based on its share price and valuation. That's close to double the stock value Qualcomm plans to pay for its Modular deal, an AI software firm. Shares reversed after the bell, jumping more than 12% after Qualcomm said it targets $15 billion in data-center sales by fiscal 2029, according to Reuters.
24 June 2026
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Dow ends higher; Nasdaq drifts as AI stocks slip, oil falls

Dow ends higher; Nasdaq drifts as AI stocks slip, oil falls

Dow climbs 184 points, S&P 500 inches lower, Nasdaq drops The Dow Jones Industrial Average added 184.03 points, or 0.36%, to finish at 51,850.87 on Wednesday. The S&P 500 slipped 6.97 points, or 0.09%, to 7,358.49. The Nasdaq Composite fell 110.40 points, or 0.43%, settling at 25,476.64. The Dow outperformed other indexes with tech shares still under pressure. Because the Dow is price-weighted, stocks with bigger share prices move the average more. S&P Dow Jones Indices calls the Dow a gauge for 30 U.S. blue chips.
24 June 2026
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Gold slips under $4,000 with traders watching Fed signals

Gold slips under $4,000 with traders watching Fed signals

Gold dropped to its lowest in over seven months on Wednesday, slipping under $4,000 an ounce for a short stretch as the dollar gained and traders bet the Fed might raise rates again this year. Spot gold dropped 2.1% to $4,021.99 an ounce by 1405 GMT. U.S. gold futures were down 2.6% at $4,039.30. Gold slipped after the Fed kept rates steady last week and said inflation is still above its 2% target, blaming higher energy prices. Traders say a hawkish Fed—meaning it’s more likely to keep rates elevated or hike them—tends to weigh on gold, since bullion doesn’t pay interest.
24 June 2026
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Hyperscale Data up after 20 MW AI data center agreement

Hyperscale Data up after 20 MW AI data center agreement

Hyperscale Data Inc. shares traded higher in New York Wednesday after the company announced a 10-year deal with a California neocloud provider for AI compute at its Michigan campus. The agreement covers the supply of capacity for artificial intelligence work. A neocloud is a cloud firm set up mainly to rent out power for AI. The stock last changed hands at $0.272, up roughly 6.4% on the NYSE American. Shares started at $0.3199 and climbed to $0.3867 before pulling back. Around 262.3 million shares traded.
24 June 2026
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Quantinuum stock trades higher with QNT price moving well above reported revenue

Quantinuum stock trades higher with QNT price moving well above reported revenue

Quantinuum Inc. was on track for more gains after a 13.46% jump Tuesday. Shares ended Tuesday at $77.46 and traded at $81.01 before the bell Wednesday, as of 5:37 a.m. EDT. Nasdaq’s regular hours are 9:30 a.m. to 4:00 p.m. Eastern. Quantinuum is now trading as a play on quantum’s long-term future, not its current earnings. After Tuesday’s close, the company had a $20.24 billion market cap against $17.08 million in revenue over the past year, for a price-to-sales ratio of roughly 1,185. Price-to-sales is calculated by dividing market value by revenue. At the latest premarket bid, based on 261.29 million shares, the market value would be about $21.2 billion, taking the ratio to around 1,240 times trailing sales.
24 June 2026
KB Home (NYSE:KBH) rises after hours as traders look to H2 delivery gains

KB Home (NYSE:KBH) rises after hours as traders look to H2 delivery gains

KB Home shares moved higher in late trading Tuesday as the company pitched a 2026 plan to investors. The strategy banks on higher home closings later and some margin improvement in the back half, giving investors an alternative to focus on after a steep profit fall. The stock finished the day at $52.73, up 0.4%, and then moved to $54.87 in after-hours trading, up 4.1%, MarketWatch reported. Regular session volume was over double the 65-day average. That points to strong trading around the earnings report, not just a light after-hours reaction.
24 June 2026
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Iovance (NASDAQ:IOVA) gains after $89.7 million stock sale

Iovance (NASDAQ:IOVA) gains after $89.7 million stock sale

Iovance shares moved higher after the company announced a $89.7 million stock sale. Investors shrugged off the potential overhang. New York, June 23, 2026, 17:04 Iovance Biotherapeutics jumped 9.4% to $4.44 late Tuesday, picking up about $159 million in market value. The move came as a new share-sale program had investors debating dilution risks versus the potential for quicker Amtagvi sales. Shares hit $4.52 during the session, with volume around 17.9 million shares.
23 June 2026
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Walmart (NYSE:WMT) gains $18 billion as Vibe.co deal sends unclear sector read

Walmart (NYSE:WMT) gains $18 billion as Vibe.co deal sends unclear sector read

Walmart gained 1.9% on Tuesday, finishing at $119.42 in after-hours, which tacked on about $17.8 billion in value. The S&P 500 dropped 1.44%. The Nasdaq fell 2.21%. The S&P 500’s consumer-staples sector ended up 1.8%. Applying the 1.8% rise seen in the sector to Walmart’s previous market cap accounts for around $16.9 billion of Tuesday’s increase, with about $900 million left above the sector’s move. The Wall Street Journal said Walmart is buying Vibe.co for $1.4 billion. Walmart’s total stock bump was nearly 13 times that deal price, but most of the gain seems to come from a move into staples, not a direct response to the Vibe.co deal.
23 June 2026
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Stock Market Today

  • ASML Jumps 3.1% as Price Target Room Tightens Before Q2 Report
    July 3, 2026, 10:17 AM EDT. ASML stock climbed 3.1% to 1,626.60 euros on July 3, leaving just 4.3% before hitting the average 12-month analyst target of 1,695.96 euros. With a 626 billion euro market cap and its 2026 sales forecast between 36 and 40 billion euros, that puts shares at about 15.7 to 17.4 times projected sales. Investors are watching demand and the July 15 Q2 earnings, but worries about export controls, especially involving China and the U.S., remain. ASML accounts for a 14.69% weighting in the Dutch AEX index.
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