Jerzy Lewandowski

Jerzy Lewandowski is a senior markets editor at TS2.tech covering stocks, artificial intelligence, semiconductors and global financial markets. He studied economics at the University of Warsaw and previously worked in investment analysis before moving into financial journalism. His daily coverage focuses on the trends and events that matter most to investors worldwide. Follow Jerzy Lewandowski on Google News.

AST SpaceMobile nears Wall Street target after 19% jump in shortened holiday week

AST SpaceMobile, Inc. finished the shortened U.S. trading week up 19.15% at $85.13. The move came after Reuters said Japan plans to give up to 148 billion yen, or $912 million, to Rakuten Group for a satellite communications network. Rakuten is reportedly in talks with AST SpaceMobile to set up a joint venture for that project.

4 July 2026

NASDAQ:ASTS·Space Industry·Stock Market·Technology

Nebius Group (NASDAQ:NBIS) stock in focus after Meta Platforms (NASDAQ:META) cloud report and $46 billion contract lineup

Nebius Group N.V. isn’t trading in the U.S. through the holiday. The Nasdaq’s 2026 schedule has July 3 as a market holiday for Independence Day observed. So Thursday’s close stands as the last regular price until Monday.

4 July 2026

Cloud Computing·Nasdaq·NASDAQ:META·NASDAQ:NBIS·Stock Market

Meta’s AI cloud plan puts $62 billion supplier wager in play

Meta Platforms has not confirmed a commercial cloud product. The investor question is already measurable: after $19.84 billion of first-quarter capital expenditures, Meta would need to spend $105.2 billion to $125.2 billion over the final nine months of 2026 to hit its own $125 billion to $145 billion full-year guide. That implies $35.1 billion to $41.7 billion a quarter, or 77%-110% above the first-quarter pace.

4 July 2026

Artificial Intelligence·Cloud Computing·NASDAQ:CRWVF·NASDAQ:META·NASDAQ:NBIS·TSX:9434·TSX:9984

Mobileye (NASDAQ:MBLY) pares gains as buyback overhang weighs after 22% jump

Mobileye is set to reopen Monday after racking up strong gains last week, but holders may now be trying to figure out whether the move was driven by real buying or just changes in float math. Nasdaq was shut Friday, July 3, for the Independence Day holiday. Regular hours are 9:30 a.m. to 4 p.m. Eastern.

4 July 2026

NASDAQ:MBLY·Stock Market·Technology

Marvell (NASDAQ:MRVL) falls as AI data-center surge cools into holiday week

U.S. markets closed on Friday for the Independence Day holiday, so Marvell's last full session was Thursday. Nasdaq says July 3, 2026, will be a holiday. NYSE also has that date as the observed Independence Day.

4 July 2026

Artificial Intelligence·Data Centers·NASDAQ:MRVL·Stock Market·Technology

Snap (NYSE:SNAP) rally puts July cash flow in focus

Snap Inc. is heading into the long U.S. weekend on a five-session bounce, outpacing the Nasdaq Composite’s weekly gain. But the main issue for investors is free cash flow and whether it’s enough to balance weaker ad pricing. The NYSE and Nasdaq both list Friday, July 3 as closed for the Independence Day holiday.

4 July 2026

Earnings Reports·NYSE:SNAP·Stock Market

T1 Energy (T1E) faces July 9 warrant deadline with $283 million in play

U.S. markets stayed shut Friday, with the New York Stock Exchange counting July 3 as the 2026 Independence Day holiday. That left T1 Energy Inc. stuck in a four-day trading week and no Friday session. The last trade came at Thursday’s close, $8.56, down 6.75%. Shares swung between $8.14 and $10.01 intraday.

4 July 2026

Energy·NYSE:TE

Dow hits new high as Nasdaq chips fall ahead of Fed minutes

U.S. markets stayed closed Friday for the observed Independence Day holiday, leaving Thursday’s session as the last trading day before the extended weekend. The NYSE and Nasdaq both show July 3, 2026, as a full market holiday for Independence Day observed, according to the New York Stock Exchange.

3 July 2026

Federal Reserve·Nasdaq·NASDAQ:AAPL·NASDAQ:NVDA·NASDAQ:PEP·NASDAQ:SNDK·NASDAQ:TSLA·NYSE:DAL·NYSE:SCHW·Stock Market

Netflix (NASDAQ:NFLX) jumps, adding $14.6B in market cap as Nasdaq edges down ahead of July 4

Netflix, Inc. heads into the holiday with a quick and focused rally. Most of the stock's gain over the last five days hit in a single trading session, where volume jumped about 33% above its 65-day average. U.S. equities won’t trade on Friday for the observed Independence Day holiday, and the Nasdaq’s own calendar marks July 3 as a closed day.

3 July 2026

NASDAQ:NFLX·Stock Market·Technology

Nu Holdings (NYSE:NU) buyback seen as limited against $2.8B in shares traded during holiday week

Nu Holdings Ltd. comes into Monday trading with the board-approved $1 billion buyback in focus, as investors weigh if the move means much while daily turnover easily tops that figure over a handful of sessions. The New York Stock Exchange’s website shows July 3 as the observed holiday for Independence Day in 2026, so Thursday’s close is the last U.S. print for NU before markets reopen after the break next week.

3 July 2026

NYSE:NU·Stock Market

ASML rally trims analyst upside ahead of July 15 earnings

ASML Holding N.V. traded higher Friday, with shares last at 1,626.60 euros, up 3.1% from Thursday's close of 1,577.80 euros. The stock moved between 1,588.40 and 1,636.40 euros on the day. Some investors are watching the gap between the current price and analyst targets instead of just the daily move.

3 July 2026

AMS:ASML·Earnings Reports·Stock Market

Tesla (NASDAQ:TSLA) falls as record Q2 deliveries raise questions about inventory

Tesla, Inc. heads into the July Fourth holiday with a fresh record for deliveries, but the shares slid. U.S. markets are closed Friday, so Thursday’s close stands as the latest signal for now. Next week traders will weigh if the stronger delivery number can spark a rebound.

3 July 2026

Electric Vehicles·NASDAQ:TSLA·Stock Market·Tesla

Sivers Semiconductors stock retakes SEK 57 issue price after SEK 700 million raise, but turnover tells harder story

Sivers Semiconductors AB shares traded at SEK 57.40 at 1130 GMT+2, up 17.14%, after opening at SEK 52.55. That put the stock just above the SEK 57 price used in the company’s SEK 700 million directed share issue, after the shares closed at SEK 49.00 on Thursday.

3 July 2026

Semiconductors·STO:SIVE·Stock Market·Technology

IQM Quantum Computers ADS debut puts Finnish quantum stock near $3.5 billion before U.S. holiday pause

IQM Quantum Computers Oyj starts its first U.S. market holiday as a public company with one clean number for investors: Thursday’s $13.36 ADS close values the listed share base at about $3.51 billion.

3 July 2026

NASDAQ:IQMX·Quantum Computing·Stock Market

Applied Optoelectronics (NASDAQ:AAOI) falls after $94M Houston cleanroom raises cash concerns

Applied Optoelectronics, Inc. shares dropped Thursday. The move followed a fresh filing detailing a $94.1 million spend for a Houston cleanroom, with substantial completion scheduled by Jan. 10, 2027.

2 July 2026

NASDAQ:AAOI·Stock Market

MARA Holdings (NASDAQ:MARA) shares slip as bitcoin gains can’t boost miner

MARA Holdings, Inc. fell Thursday while bitcoin moved up. The split made the stock more tied to miner and data-center risk instead of tracking the coin directly.

2 July 2026

Bitcoin·Cryptocurrency·NASDAQ:MARA·Stock Market

BlackBerry (NYSE:BB; TSE:BB) rally pauses as note conversion faces test

BlackBerry Limited shares dropped sharply Thursday, but the daily move wasn’t the whole story. The recent rally has brought the company’s convertible notes into focus as investors rethink the valuation for its QNX embedded systems business.

2 July 2026

NYSE:BB·Stock Market·Technology

Gold price tops $4,100 after U.S. jobs data revisions fuel Fed-rate hopes

Gold jumped past $4,100 on Thursday after the latest U.S. payrolls data pointed to a softer labor market than markets had been expecting. The headline was a 57,000 job gain for June, but the Bureau of Labor Statistics cut April and May’s numbers by a combined 74,000, so the revisions wiped out more jobs than were added last month. Economists in the Reuters poll were looking for a 110,000 increase.

2 July 2026

Federal Reserve·Gold Prices·NASDAQ:ADP·NASDAQ:CME

Big Tree Cloud (NASDAQ:DSY) volume spikes to 3.7x float before Nasdaq break

Big Tree Cloud Holdings Limited surged Thursday. The move looked less like a reaction to earnings or news and more like traders keying in on the share count.

2 July 2026

Nasdaq·NASDAQ:DSY·Stock Market

CaliberCos (NASDAQ:CWD) jumps 100% on Chainlink news, float trades over 24 times in wild session

CaliberCos Inc. jumped close to 100% early Thursday after the Scottsdale-based asset manager said it will use Chainlink tech to tokenize its private real estate funds. Turnover, not the price spike, was the clearer indicator in the market.

2 July 2026

Nasdaq·NASDAQ:CWD·Stock Market

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Jerzy Lewandowski

AST SpaceMobile nears Wall Street target after 19% jump in shortened holiday week

Nebius Group (NASDAQ:NBIS) stock in focus after Meta Platforms (NASDAQ:META) cloud report and $46 billion contract lineup

Meta’s AI cloud plan puts $62 billion supplier wager in play

Mobileye (NASDAQ:MBLY) pares gains as buyback overhang weighs after 22% jump

Marvell (NASDAQ:MRVL) falls as AI data-center surge cools into holiday week

Snap (NYSE:SNAP) rally puts July cash flow in focus

T1 Energy (T1E) faces July 9 warrant deadline with $283 million in play

Dow hits new high as Nasdaq chips fall ahead of Fed minutes

Netflix (NASDAQ:NFLX) jumps, adding $14.6B in market cap as Nasdaq edges down ahead of July 4

Nu Holdings (NYSE:NU) buyback seen as limited against $2.8B in shares traded during holiday week

ASML rally trims analyst upside ahead of July 15 earnings

Tesla (NASDAQ:TSLA) falls as record Q2 deliveries raise questions about inventory

Sivers Semiconductors stock retakes SEK 57 issue price after SEK 700 million raise, but turnover tells harder story

IQM Quantum Computers ADS debut puts Finnish quantum stock near $3.5 billion before U.S. holiday pause

Applied Optoelectronics (NASDAQ:AAOI) falls after $94M Houston cleanroom raises cash concerns

MARA Holdings (NASDAQ:MARA) shares slip as bitcoin gains can’t boost miner

BlackBerry (NYSE:BB; TSE:BB) rally pauses as note conversion faces test

Gold price tops $4,100 after U.S. jobs data revisions fuel Fed-rate hopes

Big Tree Cloud (NASDAQ:DSY) volume spikes to 3.7x float before Nasdaq break

CaliberCos (NASDAQ:CWD) jumps 100% on Chainlink news, float trades over 24 times in wild session

TechStock² Updates

Stock Market Today: Live Updates 02.08.2026

Student Loan Deal Worth $23 Billion Advances, With $12 Billion Distributed

MP Materials (NYSE:MP) heads into earnings with price support exceeding EBITDA as U.S. markets close for the weekend

Nu Holdings Ltd. (NYSE:NU) Confronts Credit Challenge as It Trails Regional Rivals

UiPath (NYSE:PATH) Shares Jump 18% After Buybacks Offset Weaker ARR Growth

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