Today: 12 July 2026

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.

Dell (NYSE:DELL) faces $7.7B Texas test after recent drop

Dell (NYSE:DELL) outlook: Trump buzz fades, focus shifts to AI servers, SEC updates

Dell Technologies traded with mixed signals Wednesday—moving like both an AI hardware play with solid order flow and a stock hit by fresh governance concerns. In early U.S. trade, Dell was off 0.03% at $417.15 as of 10:49 a.m. EDT. The stock opened at $425.00, hit a high of $448.89 and dipped to $402.50. HP added 1.2%, Super Micro Computer rose 1.8%, while Nvidia edged down 0.4% in the same stretch.
8 July 2026
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Alphabet slides premarket as Google AI costs meet cloud headwinds

Alphabet slides premarket as Google AI costs meet cloud headwinds

Alphabet Inc. Class A comes into July 8 with more of a funding angle than a typical Google headline. Shares are down a bit in early trading, but the bigger question is whether Wall Street wants to keep backing Google’s AI spending as a high-return story, or if it starts treating it more like a cycle weighed down by dilution and debt. Nasdaq is closed for July 3 for Independence Day, with trading back to normal on Wednesday.
8 July 2026
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Stock Market Today

  • Plug Power (PLUG) Sinks 15.5% as Questions Swirl on 50 MW Australia Deal
    July 12, 2026, 1:12 PM EDT. Plug Power shares tumbled 15.53% after the company announced a 50-megawatt electrolyzer order from Australia but didn't spell out the financial details or timing. The lack of contract value and delivery window knocked about $570 million off Plug's market cap, with the stock closing at $2.23 for a total value near $3.1 billion. The order makes up a sixth of Plug's total electrolyzer capacity. Traders bailed from peer names too as FuelCell Energy and Ballard Power fell, while the Nasdaq Composite rose 1.7%. Susquehanna slashed its Plug price target to $2.50 and kept a Neutral rating, Morgan Stanley stuck with Underweight but bumped its target up to $1.65. Plug is still burning cash, even with 22% sales growth and improving margins, showing a $245 million loss last quarter and $223 million cash on hand.
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