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.

Ford Shares Gain Following DBS Upgrade as Earnings Forecast Attracts Investors

Shares of Ford Motor Company rose 1.9% on Tuesday following an upgrade from DBS, which raised its rating to Buy with a $17 price target. This target implies a 20.4% potential upside from Ford's late-morning trading level.

11 August 2026

NYSE:F·Stock Market

S&P 500 Nears All-Time High As Oil Falls Below $90 On Renewed Iran Deal Prospects

The S&P 500 inched past Friday’s record close in early Tuesday trading. Oil prices retreated from an overnight jump after reports indicated progress on a U.S.-Iran deal. The index gained 0.1%, the Dow climbed 65 points, and the Nasdaq Composite was largely flat.

11 August 2026

Commodities·Energy·Stock Market

Sandisk Stock Gets a $1,600 Upgrade Before Investor Day Tests the Margin Trade-Off

Sandisk Corporation won a fresh Buy rating from Argus Research after a 47% retreat from its June peak. Analyst Jim Kelleher set a 12-month price target of $1,600. The shares closed Monday at $1,254.16, up 3.5%.

11 August 2026

Earnings·NASDAQ:SNDK·Stock Market·Technology

Sionna Stock Falls 91% as Failed CF Trial Pushes Valuation Below Cash

Sionna Therapeutics closed 91.2% lower on Monday after its lead clinical readout failed. The company will not advance SION-719 as an add-on therapy in its current form.

11 August 2026

NASDAQ:SION·Pharmaceuticals·Stock Market

Azure Expansion Spurs Microsoft to $660 Target, Shifting AI Spending Risk Perception

Bernstein analyst Mark Moerdler boosted Microsoft Corp.'s price target to $660 from $647 following a renewed surge in Azure growth, which shifted the conversation on Microsoft's AI investments. Moerdler maintained his Outperform rating on the stock on Monday.

11 August 2026

Artificial Intelligence·Cloud Computing·NASDAQ:MSFT·Stock Market·Technology

Hims & Hers Shares Slide 5.7% After GLP-1 Rollout Drives Sharp Gross Margin Decline

NEW YORK, August 11, 2026, 07:49 EDT — Shares of Hims & Hers Health dropped 5.7% to $29.96 in premarket trading as the company posted a wider quarterly loss and reported another drop in gross margin, offsetting benefits from 38% revenue growth and an increased sales forecast.

11 August 2026

Earnings·NYSE:HIMS·Stock Market

Rackspace Q2 Sales Beat Forecasts; Margin Challenges Remain as AI Transition Continues

Rackspace Technology posted second-quarter revenue that topped its initial guidance range. However, the cloud firm maintained its previously lowered forecast from July. The outcome puts investors in a position to balance an earlier-than-expected sales gain with expenses tied to its move towards enterprise AI.

11 August 2026

Artificial Intelligence·Cloud Computing·Earnings·NASDAQ:RXT·Stock Market·Technology

Riot Platforms Stock Jumps on $9.1 Billion AI Lease Reportedly With Anthropic

Riot Platforms signed its biggest AI infrastructure contract yet. The 191-megawatt Rockdale lease carries $9.1 billion of expected base revenue.

11 August 2026

Artificial Intelligence·NASDAQ:RIOT·Stock Market·Technology

Samsung SDI Drops 4.5% After GM Withdrawal Raises Indiana Plant Uncertainty

SEOUL, August 11, 2026, 16:14 KST – Shares in Samsung SDI slid 4.5% after General Motors' decision to pull out of a battery project increased concerns over risk for the company's Indiana battery operations.

11 August 2026

KRX:006400·NYSE:GM·Stock Market·Technology

Amazon Market Value Reaches $3 Trillion, AWS Generates 60% of Operating Profit

Amazon.com hit approximately $3 trillion in market capitalization on Monday. Shares climbed 1.32% to $278.09, even as leading US indexes declined.

11 August 2026

Cloud Computing·NASDAQ:AMZN·Stock Market

GCT Semiconductor 5G Shipments Rise 71% While Revenue Lags Growth Pace

GCT Semiconductor Holding Inc. delivered over 5,100 5G chipsets in the second quarter, an increase of approximately 71% compared to the prior quarter. However, revenue declined 49% sequentially to $971,000.

11 August 2026

NYSE:GCTS·Semiconductors·Stock Market

Nvidia places $500 billion AI compute financing burden on Wall Street

Nvidia has secured partnerships with six major Wall Street banks to create financing platforms designed to help raise over $500 billion for artificial intelligence computing. The initiative is directed at AI developers, enterprises, governments, and cloud providers facing limited capacity.

11 August 2026

Artificial Intelligence·NASDAQ:NVDA·NYSE:APO·NYSE:BAM·NYSE:BLK·NYSE:BX·NYSE:GS·NYSE:KKR·Stock Market·Technology

Upwork shares drop 20% as AI automation and Google search updates hit guidance

Shares of Upwork Inc. dropped 19.9% in after-hours trading on Monday. The freelancing platform lowered its outlook for 2026, citing that the rise of artificial intelligence has replaced simpler tasks, while changes to Google search led to fewer customer referrals.

11 August 2026

Artificial Intelligence·NASDAQ:UPWK·Stock Market·Technology

Trump Extends Jones Act Waiver 90 Days, Shifts to Voyage-by-Voyage Reviews

President Donald Trump extended the Jones Act waiver for 90 days on Monday. Foreign-flagged ships can keep moving selected goods between U.S. ports. The extension is narrower than the blanket relief it replaces.

10 August 2026

Energy·Stock Market

Gold Climbs to Highest Level in Nine Weeks as Renewed Chinese Demand Revives $4,500 Target

Gold climbed to its highest in nine weeks on Monday, with technical buying boosting last week’s strong rally. Spot gold advanced 0.8% to $4,376.56 per ounce by 14:45 EDT, marking its strongest level since June 5. U.S. gold futures closed up 0.5% at $4,419.70.

10 August 2026

Commodities·NASDAQ:SNEX·Stock Market

Silence Therapeutics Jumps Over 25% After Divesiran Phase 2 Trial Supports 12-Week Dosing

NEW YORK, Aug. 10, 2026, 4:06 p.m. EDT — Silence Therapeutics plc jumped over 25% in late trading on Monday as the company reported its investigational RNA-interference drug divesiran reached all primary and secondary endpoints in a randomized Phase 2 polycythemia vera trial. While overall efficacy was notable, investors appeared to focus on a less obvious outcome: the therapy showed sustained activity with dosing every 12 weeks.

10 August 2026

Biotechnology·NASDAQ:SLN·Pharmaceuticals·Stock Market

Dow Jones: Four stocks drive 178-point swing in live session

The Dow Jones Industrial Average slipped on Monday, pressured by a fall in Apple shares that outweighed advances from Chevron and Microsoft. By 11:51 a.m. EDT, the index was trading 0.09% below its previous close on Friday.

10 August 2026

NASDAQ:AAPL·NASDAQ:MSFT·NYSE:CVX·NYSE:HD·Stock Market·US Economy

VXUS and VTI: International Equities Seen Leading in 2026 at 32% Discount to U.S. Market

Vanguard Total International Stock ETF has delivered stronger performance than Vanguard Morningstar Total Stock Market ETF so far this year. VXUS recorded a NAV return of 15.99% as of Friday, while VTI posted a 14.59% return. Additionally, the portfolio earnings multiple for VXUS is 32% lower.

10 August 2026

ETFs·NASDAQ:VXUS·NYSEARCA:VTI·Stock Market

Oklo Stock’s 14% Rally Leaves Investors Paying $6 Billion for Execution

Oklo Inc. ended Friday with an implied equity value near $9.0 billion. After subtracting $3.0 billion of cash and securities, investors still assigned roughly $6.0 billion to operations and future projects. That is the key number after the rally.

10 August 2026

Energy·NYSE:OKLO·Stock Market

Barrick (NYSE:B) Slides 5% as Cost Rise Overshadows $1.95 Billion Nevada Deal

Correction: Reuters corrected the LSEG consensus for Barrick’s second-quarter adjusted EPS from $0.88 to $0.82. Barrick’s reported adjusted EPS of $0.82 matched, rather than missed, the corrected LSEG consensus. The article and table below have been updated accordingly.

10 August 2026

Earnings·NYSE:B·NYSE:NEM·Stock Market

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