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.

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

Nebius falls after Nasdaq-100 inclusion puts Meta exposure in focus, high shorts in play

Nebius Group N.V. traded lower ahead of the U.S. session Thursday, quoted 0.40% down to $228.27. The stock had dropped 17.01% to $229.18 on Wednesday. Trading volume hit 30.68 million shares that day, or 174% of the 65-day average, with shares moving between $228.17 and $246.49.

2 July 2026

NASDAQ:META·NASDAQ:NBIS·Stock Market

Shopify (NASDAQ:SHOP) rallies as TSX shows gap from Canada Day holiday

Shopify Inc. climbed in New York on Wednesday. Its Toronto shares stayed flat with markets closed for Canada Day. TMX Group said the TSX and related markets shut on July 1 and reopen July 2.

2 July 2026

Canada·NASDAQ:SHOP·Stock Market

Netflix (NASDAQ:NFLX) holds up as Hastings sale comes in small vs. volume

Netflix, Inc. stood out for bulls on Wednesday, climbing 3.91% to $74.19. The move bucked a rough day for big tech: Nasdaq Composite lost 0.66%, Nasdaq 100 slipped 1.54%. Volume was 43.73 million shares, about 106% of the 65-day average. Netflix last traded at $74.245 in after-hours as of 7:01 p.m. EDT.

2 July 2026

NASDAQ:NFLX·Technology

SurgePays (NASDAQ:SURG) stock pops after liability relief from carrier deal

SurgePays, Inc. shot higher in after-hours trading Wednesday. The wireless and fintech firm announced a change to its wholesale wireless deal that will reduce a liability nearly equal to the company’s closing market cap.

2 July 2026

NASDAQ:SURG·Stock Market

IREN (NASDAQ:IREN) falls as AI-cloud ARR valuation slips, Meta risk weighs on neoclouds

IREN Ltd dropped 5.4% to $43.28 late Wednesday as shares of AI cloud infrastructure companies sank. The move followed reports that Meta Platforms is working on a cloud business to sell excess AI computing capacity. Quiver Quantitative said there was no obvious new press release or SEC filing from IREN connected to a negative event as of July 1.

1 July 2026

Artificial Intelligence·Cloud Computing·NASDAQ:IREN·Stock Market

Plug Power (NASDAQ:PLUG) slides as $142 mln asset sale outlook drags on cash outlook

Plug Power Inc. slipped in mid-afternoon Wednesday, but the focus was on the balance sheet. Trading volume in Plug shares was close to matching the scale of a forthcoming asset sale that investors have pegged as a key liquidity signpost.

1 July 2026

NASDAQ:PLUG·Renewable Energy·Stock Market

SpaceX (NASDAQ:SPCX) stock shorts test Nasdaq-100 buying after 6% drop

Space Exploration Technologies Corp., known as SpaceX, fell about 6% on Wednesday as a short trade worth more than $31 billion at current prices ran into a coming Nasdaq-100 index bid.

1 July 2026

Nasdaq·NASDAQ:SPCX·Stock Market

South Korea chip shift moves AI capex focus to tool makers

ASML Holding was the biggest mover after South Korea’s new chip spending news. Shares in the Dutch equipment maker ended up 6.79% at 1,721.40 euros in Amsterdam on June 30. ASML’s market cap hit 675.86 billion euros, Google Finance shows. The gain adds around 43 billion euros to equity value in a day.

30 June 2026

AMS:ASML·Artificial Intelligence·KRX:000660·KRX:005930·Semiconductors

JCPenney store closings push spotlight onto mall landlords

JCPenney is shutting or set to shut at least six stores this year, according to Fast Company, which cited local news, customer reviews and the chain’s website. Stores are closing in California, Florida, Illinois, Tennessee, Virginia and Pennsylvania. It’s a small list, but could matter more for mall owners.

30 June 2026

NASDAQ:COST·NASDAQ:DKS·NYSE:BN·NYSE:SPG·Real Estate

Circle drops 15% after launch of Open USD stablecoin hits revenue stream

Circle Internet Group dropped sharply Tuesday after the company launched a new Open USD stablecoin plan that hit the main spot investors watch—how reserve earnings will be split.

30 June 2026

Blockchain·Cryptocurrency·NYSE:CRCL·Stablecoins

Dow Jones live today: Two-stock lift masks weak breadth after record close

The New York Stock Exchange was in a normal Tuesday session. Its core session runs from 9:30 a.m. to 4:00 p.m. ET, and its next full holiday close is Friday, July 3, for Independence Day observed.

30 June 2026

NASDAQ:AAPL·NASDAQ:GOOGL·NYSE:CAT·NYSE:VZ·Stock Market

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