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.

NVIDIA Stock Price Slides 3% Despite Amazon Chip Deal as Oil, Rate Fears Hit AI Trade

Nvidia Stock Drops as 362-Kilowatt Rack Puts Investor Risk in Focus

Nvidia shares dropped 3.6% to around $201.10 late Tuesday, pushing the chipmaker’s valuation under $5 trillion. A product detail from Monday is likely more important for investors though. Rolling out Nvidia’s next systems could hinge not just on processor demand but on power and cooling requirements.
23 June 2026
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AI Draws Trader Interest as Iran Risk Premium Falls

AI Draws Trader Interest as Iran Risk Premium Falls

Oil slid on Monday as progress in U.S.-Iran talks hit prices, but AI stocks stayed strong with fresh money coming in. U.S. stock futures turned higher after early losses, with investors watching for signs out of Tehran and Washington, according to Investing.com. Brent crude traded close to $80 a barrel after Iran said it got waivers for oil and petrochemical exports, easing concerns about supply, Reuters reported. President Donald Trump also took a less tough line on Anthropic.
22 June 2026
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Webb Telescope spots every stage of star formation in Orion Cloud

Webb Telescope spots every stage of star formation in Orion Cloud

NASA published an image from the James Webb Space Telescope showing a slice of the Orion A molecular cloud, capturing what the agency says is every major step of star formation in one shot. The photo, revealing how cold gas turns into stars and maybe even planets, went up on NASA’s site on June 18. ESA/Webb named it its Picture of the Month on June 5.
21 June 2026
What Donald Trump and his family are investing in: Nvidia, Trump Media and bitcoin stocks

What Donald Trump and his family are investing in: Nvidia, Trump Media and bitcoin stocks

Donald Trump’s earlier reported purchases of Nvidia and Apple drew fresh attention after both stocks rose in Thursday’s chip rally. Nvidia closed at $210.69, up 2.8%, while Apple gained 0.6% to $298.01. The delayed disclosures do not establish whether the managed accounts still held every position at Thursday’s close.
21 June 2026
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US shifts Global Hawk drone to Japan, stiffening Pacific watch

US shifts Global Hawk drone to Japan, stiffening Pacific watch

Global Hawk drones get permanent base in Japan as Air Force shifts deployment from Guam The U.S. Air Force now has three RQ-4B Global Hawk surveillance drones based at Yokota Air Base near Tokyo after moving them from Andersen Air Force Base in Guam. The shift makes what was a seasonal rotation into a permanent reconnaissance mission in Japan, according to Task & Purpose. The 4th Reconnaissance Squadron started the process in late May, and the first Global Hawk arrived at Yokota on May 27.
21 June 2026
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US Energy Shares Watch Strait of Hormuz After 6.6% Drop for the Week

US Energy Shares Watch Strait of Hormuz After 6.6% Drop for the Week

U.S. energy shares may see heavy swings at Monday’s open after Iran threatened again to block the Strait of Hormuz, a move that questions the basic reason for last week’s steep slide in oil stocks. Reuters, citing vessel tracking, reported no tankers passing the strait since Tehran’s statement on Saturday. The U.S. military, though, said the route is still open.
21 June 2026
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Stock Market Today

  • Pelosi's Trades Outpace Cathie Wood and S&P Over 10 Years
    July 12, 2026, 4:49 PM EDT. Nancy Pelosi's hypothetical portfolio, put together from years of family disclosures, compounded at almost 21% a year since 2014-beating both Cathie Wood's flagship ARK Innovation ETF at 13.4% and the S&P 500. Most of Pelosi's returns come from call options in big tech, mostly traded by her husband Paul. The portfolio is up roughly 70.9% in 2024 so far, Unusual Whales said, while the S&P gained 24.9%. Pelosi has drawn criticism over trade disclosures sometimes coming as late as 45 days after the fact, under the STOCK Act, which can make copying her moves hard. In contrast, Wood's ARK reports trades daily. Her team just loaded up on Circle (CRCL) stock right before its major bank charter decision, sticking to a high-transparency, high-conviction style. But over 10 years, Pelosi's trading still stands out on timing, even with the disclosure lag.
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