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.

SoFi’s per-member valuation faces Q2 scrutiny with stock down 30% into 2026

SoFi Technologies traded higher in Monday premarket, giving investors a set number to work with. Each reported member is being valued at around $1,590, based on current market cap, despite the stock’s big slide in 2026. Shares last traded at $18.34, down 44% from the 52-week peak at $32.73, but still 22% above the 52-week trough of $14.92.

6 July 2026

Earnings Reports·Fintech·NASDAQ:SOFI·Stock Market

TeraWulf heads into July 6 after shares drop 26% as AI data-center trade falters

TeraWulf Inc is under more pressure than the daily chart suggests. Shares finished down 10.18% at $21.18 on Thursday, the last regular session before the Independence Day break. The stock has now lost 26.4% over seven consecutive losing sessions since closing at $28.78 on June 23. Nasdaq’s holiday calendar for 2026 lists July 3 as a closure for Independence Day observed.

6 July 2026

Data Centers·NASDAQ:CIFR·NASDAQ:IREN·NASDAQ:MARA·NASDAQ:RIOT·NASDAQ:WULF·Stock Market

Microsoft heads into post-holiday stretch with AI in focus

Microsoft Corporation heads into this week with a more direct question than other AI names—if its customer AI tools can finally start to pay off the big money still hitting GPUs, CPUs and data centers.

5 July 2026

Artificial Intelligence·Microsoft·NASDAQ:MSFT·Stock Market

Keel Infrastructure stock set for Monday after Nasdaq drops, TSX moves higher

Keel Infrastructure Corp. starts Monday’s U.S. trade with mixed moves. KEEL saw a tough Nasdaq finish before the break, but picked up slightly in Toronto after. Nasdaq was closed July 3 for the Independence Day holiday. Toronto’s exchange stayed open, letting KEEL shares trade there Friday.

5 July 2026

Nasdaq·NASDAQ:KEEL·Stock Market·TSE:KEEL·TSX

Pfizer (NYSE:PFE) stuck near $24; 7% yield comes into view

Pfizer Inc. heads into this week after the stock managed to stop the steep drops, though buyers are still scarce. Shares ended Thursday at $24.32, just 3 cents above where they were on June 26. Over the last four sessions, 204.2 million shares moved, good for a 0.12% rise. That volume is around 3.6% of Pfizer’s diluted share count used in Q1 EPS calculations.

5 July 2026

Pharmaceuticals·Stock Market

UiPath (NYSE:PATH) bounce up against ARR hurdle after short week

UiPath, Inc. kicks off the week with a four-day win streak and shares up 11.2% from the last Friday’s close, though volumes stayed steady. U.S. equity markets closed on Friday, July 3, for the Independence Day holiday, the NYSE calendar says.

5 July 2026

Earnings Reports·NYSE:PATH·Stock Market

Nvidia (NASDAQ:NVDA) valuation gap grows after $119 billion supply test strains AI dip buyers

Nvidia is turning into a tough megacap for investors. The numbers keep coming in strong, but the stock price says traders want more proof the rally can continue.

5 July 2026

NASDAQ:NVDA·NVIDIA·Stock Market

Palantir (NASDAQ:PLTR) stock trades at 43 times sales as holiday week begins

Palantir Technologies Inc. heads into the July 4 break with U.S. trading closed, leaving the question for next week: what are investors willing to pay for a software firm trading at almost 43 times its 2026 revenue forecast?

4 July 2026

NASDAQ:PLTR·Stock Market

Netflix (NASDAQ:NFLX) stock’s holiday bounce gives investors clear July watch

U.S. markets stayed shut Friday because of the Independence Day holiday, and headed into the regular weekend after that. Netflix, Inc. picks up Monday still working off the Thursday close, with no new Friday action. Nasdaq marked July 3 as a U.S. market holiday for Independence Day.

4 July 2026

Earnings Reports·NASDAQ:NFLX·Stock Market

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

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