Jerzy Lewandowski

Jerzy Lewandowski is a senior markets editor at TS2.tech. His coverage ranges from stocks and semiconductors to AI and the broader global markets. He studied economics at the University of Warsaw and worked in investment analysis before becoming a financial journalist. Follow Jerzy Lewandowski on Google News.

Nebius Group (NASDAQ:NBIS) slides as $1B Reflection AI deal fails to reassure on cash conversion

Nebius shares dropped 6.7% in New York Tuesday afternoon, even though Reflection AI agreed to buy over $1 billion in computing capacity. The stock was up almost 3% before the open, flipping the session for about a 10-point swing. Order book scarcity appears to be over.

14 July 2026

Artificial Intelligence·NASDAQ:META·NASDAQ:MSFT·NASDAQ:NBIS·NASDAQ:NVDA·Stock Market·Technology

NIO stock stretches Goldman gain as 2026 targets get tougher

NIO Inc. climbed 3.7% to $5.11 in premarket trading Tuesday, building on Monday’s 3.1% rise after Goldman Sachs Group Inc. upgraded the stock to Buy. But the key number is 45,850 — that’s the average monthly deliveries NIO needs in the second half to hit Goldman’s target of 43% full-year volume growth. The stock is rallying on hopes NIO can ramp up deliveries before it actually does.

14 July 2026

Electric Vehicles·NYSE:GS·NYSE:NIO

Inside Twin Vee’s 416% surge: a 10% USFM stake and a $142 million benchmark

Shares of Twin Vee PowerCats Co. were indicated around $23 in early premarket trading on Tuesday after closing at $24.86 on Monday, up 415.8%. Some 75.3 million shares changed hands, equivalent to about 132 times the 571,161 common shares Twin Vee disclosed as outstanding. The move was huge; the ownership math matters more.

14 July 2026

NASDAQ:VEEE·Stock Market

Standard Chartered dips; BlackRock’s wealth target capped at 5% valuation

Standard Chartered PLC dropped 0.9% to 2,081 pence by 0933 BST Tuesday. The Asia-focused bank opened at 2,092 pence, compared to Monday’s close at 2,100 pence. This comes after the group announced another move in its wealth-management push.

14 July 2026

LSE:STAN·NYSE:BLK·Stock Market

ASX 200 holds steady as oil jumps 9%

ASX futures pointed to just a minor dip for Australian shares Tuesday, with SPI 200 futures off 8 points, or 0.09%, at 08:32 AEST. That comes even as oil surged more than 9% and the Nasdaq slid 1.55%. The ASX 200’s big weighting in banks and energy is helping buffer local stocks compared to tech-heavy markets overseas.

14 July 2026

ASX:BPT·ASX:STO·ASX:XRO·Oil Prices·Stock Market

Palantir’s $400 Billion Target Is Closer Than It Looks — August 3 Earnings Carry the Harder Test

Palantir Technologies said after Monday’s U.S. market close that it will report second-quarter results on Aug. 3, also after the close, putting a firm date on the next test of its premium artificial-intelligence valuation. The shares finished 2.6% higher at $130.04 while the Nasdaq Composite fell 1.55%, an outperformance of about 4.1 percentage points.

13 July 2026

Artificial Intelligence·Earnings Reports·NASDAQ:PLTR

S&P 500 Tech Slide Masked 0.76-Point Shift—Banks in Focus as Results Loom

S&P 500 dropped 0.8% Monday as chip stocks tumbled and oil spiked nearly 10%, shaking risk appetite. But the bigger story for investors was under the surface: the index’s equal-weight version slipped just 0.03%. A big financials ETF moved up 0.65%, while its tech fund counterpart fell 2.42%. The 0.76 point gap between the main and equal-weight S&P suggested big caps were rotating, not dumping stocks.

13 July 2026

Earnings Reports·NASDAQ:QQQ·NASDAQ:SOXX·NYSE:XLF·NYSE:XLK·NYSEARCA:IWM·NYSEARCA:RSP·Stock Market·Technology

Oklo Shares Plunge 76%, Still Valued at $5.4 Billion Without Revenue

Oklo Inc. dropped 5.5% to $46.15 in late-morning Monday trading. The stock is still down 76% from its 52-week high of $193.84. Texas Capital Securities kept its Buy rating and $93 price target. Shares remain 52% below the $96.95 average price where Oklo sold 12.4 million shares in Q1, raising $1.18 billion net in an at-the-market deal.

13 July 2026

NYSE:OKLO·Renewable Energy·Stock Market

Nu Holdings Bags Mexico Bank Win, Quietly Expands Deposit Cover 16x

Nu Holdings Ltd. shares dipped 0.4% to $13.71 ahead of the bell Monday. Investors gave only a muted reaction after the company secured final sign-off for its unit in Mexico to run as a bank. The bigger impact could be behind the scenes, with legal protection on customer deposits set to jump sixteen times once the switch goes through.

13 July 2026

Fintech·NYSE:NU

Hormuz Is ‘Open’—But Ship Traffic Is Down 95%. The Oil Signal Investors Are Missing

Only six vessels crossed the Strait of Hormuz on Sunday, about 95% to 96% below the 125 to 140 daily sailings recorded before the war. Brent crude, the global oil benchmark, was up a comparatively modest 2.2% at $77.68 a barrel at 0955 GMT on Monday. “The focus will remain on the number of inbound tankers,” UBS analyst Giovanni Staunovo said, because too few ships heading into the Gulf can force producers to curb output.

13 July 2026

Stock Market

Xbox layoffs at Microsoft dwarf gaming revenue share

Microsoft is letting go of Xbox staff at a rate far above the unit’s share of company revenue, based on the latest numbers. Xbox made up a third, or 1,600, of the 4,800 job cuts, or 33.3%. Yet gaming only brought in 6.4% of Microsoft’s revenue in the March quarter.

13 July 2026

Microsoft·NASDAQ:MSFT

Why Shell Plc (LON:SHEL) Gave Back Half Its Oil-Shock Jump With Its $3 Billion Buyback Sidelined

Shell rose 0.96% to 3,067.71 pence by 10:54 BST on Monday, but the move had already lost force. The stock opened at 3,099 pence, nearly 2% above Friday’s close, then surrendered 52% of that opening gain even as Brent crude, the global oil benchmark, climbed 3.8% to $78.86 a barrel after renewed U.S.-Iran strikes.

13 July 2026

Energy·LON:SHEL·Oil Industry·Stock Market

Beazley Stock Has a 1.8% Takeover Gap — Zurich Just Bought More

Beazley Plc shares barely moved on Monday after Zurich Insurance Group disclosed that it bought another 494,252 Beazley shares on Friday, lifting its holding to 37.97 million shares, or 6.31%. Zurich paid a weighted average of 1,286.81 pence and spent £6.36 million, calculations from the filing show. Beazley was up 0.04% at 1,287p at 11:08 a.m., inside a 1.5p session range.

13 July 2026

LON:BEZ·Mergers and Acquisitions·Stock Market·SWX:ZURN

Super Micro Stock’s 4% Gain Hides a One-Day Rally—and a Potential 38% Share-Count Expansion

Super Micro Computer Inc. finished Friday at $28.31, up 4.0% for the week. But Wednesday’s 7.3% jump supplied more than the entire gain: excluding that session, the shares lost a compounded 3.1% over the other four trading days. U.S. cash markets were closed Sunday and are scheduled to reopen Monday at 9:30 a.m. EDT.

13 July 2026

NASDAQ:SMCI·Stock Market

Healthcare Stocks: J&J, UnitedHealth, Abbott Face Test on Sector’s 9% Earnings Drop

NEW YORK, July 12, 2026, 4:33 p.m. EDT — Healthcare stocks head into the week with Johnson & Johnson, UnitedHealth and Abbott set to gauge whether the sector’s reported 9% earnings decline is showing up in results.

12 July 2026

Earnings·NYSE:ABT·NYSE:JNJ·NYSE:UNH

Micron Stock Barely Moved Last Week. Its 16% Swing Tells a Different Story

With U.S. markets shut for the weekend, Micron Technology, Inc. ended Friday at $979.30, just 0.4% above its previous weekly close. That calm finish hid a rough five sessions: the shares traded from $891.66 on Tuesday to $1,035.50 on Thursday, a low-to-high swing of 16.1%.

12 July 2026

NASDAQ:MU·Technology

Rivian Stock’s $1.32 Billion Raise Came With a $3.4 Billion Repricing

Rivian Automotive closed Friday at $17.48, down 3.5%, after selling 86.25 million shares at $15.50 apiece in an offering expected to net the electric-vehicle maker about $1.32 billion. U.S. markets were closed Sunday. A cash-adjusted reading of the deal shows a larger figure: roughly $3.4 billion of value disappeared against a simple no-repricing benchmark.

12 July 2026

Electric Vehicles·NASDAQ:RIVN·Stock Market

Gold, Silver Week Ahead: Why a Hormuz Shock May Hurt Bullion Before It Helps

With bullion markets closed for the weekend, gold and silver are set to reopen in Asian trade on Monday into a fresh escalation around the Strait of Hormuz. But the first response may again be higher oil and rate expectations rather than a clean safe-haven bid: Iran said the waterway was closed, while U.S. Central Command said traffic was flowing after heavy strikes on Sunday.

12 July 2026

NASDAQ:CME·NYSE:NEM·NYSE:PAAS·NYSE:TD·Precious Metals

Netflix (NASDAQ:NFLX) Stock Fell 5.5%—The $6 Million Forecast Gap Raising the Stakes

U.S. markets were closed on Sunday. Netflix Inc. finished Friday at $73.37, down 2.8% on the day and 5.5% for the week. The S&P 500 gained 1.2%, leaving Netflix 6.7 percentage points behind the benchmark over five sessions.

12 July 2026

NASDAQ:CMCSA·NASDAQ:NFLX·Stock Market·Technology

Fermi Stock Slides 18% as $375 Million Lifeline Puts $912 Million Debt Load in Focus

Fermi Inc. shares closed Friday at $6.59, down 10.0%, after the data-center power developer priced an upsized $375 million convertible bond. The stock lost 18.2% over the five sessions through Friday while the S&P 500 gained 1.2%, a gap that points to company-specific financing concerns rather than a broad retreat from artificial-intelligence infrastructure.

12 July 2026

NASDAQ:FRMI·Stock Market

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