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. Follow Jerzy Lewandowski on Google News.

SoFi’s 2026 Profit Target Puts 38% Margin in Focus for H2

SoFi’s 2026 Profit Target Puts 38% Margin in Focus for H2

SoFi Technologies, Inc. started Wednesday with some pressure on a break-even line deep in its 2026 outlook. To hit $1.6 billion in full-year adjusted EBITDA—a non-GAAP figure, excluding taxes, certain financing, and non-cash costs—the company would need that metric to reach about 37.7% of second-half revenue. That compares to 31.3% in the first quarter and an implied 30% for the second.
15 July 2026
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US mortgage rates can fall without a Fed cut, but bond math shows the limits

US mortgage rates can fall without a Fed cut, but bond math shows the limits

U.S. mortgage rates can fall without a Federal Reserve cut, but the bond-market route now open would need to deliver more than a routine quarter-point move to reverse the latest drop in homebuying demand. The Mortgage Bankers Association’s average 30-year contract rate reached 6.65% in the week ended July 10, the highest since August 2025, while purchase applications fell 7.3% to their lowest since February.
15 July 2026
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Glencore (LON:GLEN) counts on Congo for copper recovery as mining-code risk heats up

Glencore (LON:GLEN) counts on Congo for copper recovery as mining-code risk heats up

Glencore’s first-quarter copper jump was almost entirely driven by its two mines in the Democratic Republic of Congo. Kamoto Copper Company and Mutanda delivered 27,400 tonnes out of the company’s 31,700-tonne year-on-year growth, or 86.4%, according to company data. That concentration puts Glencore’s production at risk if there’s a new dispute over mining laws in Kinshasa.
15 July 2026
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AT&T (NYSE:T) 12% free-cash-flow yield draws fire as Starlink tests pricing

AT&T (NYSE:T) 12% free-cash-flow yield draws fire as Starlink tests pricing

AT&T Inc. closed at $21.30 Tuesday. Shares are up 0.8% over two days, even as Bernstein cut its price target 17% on Starlink risks. The company has a market cap close to $150 billion. AT&T’s latest outlook calls for at least $18 billion in free cash flow in 2026, which works out to about a 12% free-cash-flow yield and covers the current dividend around 2.3 times. Most of that is from the discount.
14 July 2026
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Dow trades flat as two giants sway index by 922 points

Dow trades flat as two giants sway index by 922 points

Dow Jones Industrial Average barely moved at the close on Tuesday, but what looked like a quiet session masked a 922-point swing between two big names. Goldman Sachs Group added as much as 477 points while International Business Machines cut 445 points from the total. By the bell, the Dow ticked up just 28.92 points, according to early numbers. The surface didn’t tell the whole story.
14 July 2026
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NIO stock stretches Goldman gain as 2026 targets get tougher

NIO stock stretches Goldman gain as 2026 targets get tougher

NIO Inc. climbed 3.7% to $5.11 in premarket trading Tuesday, building on Monday’s 3.1% rise after Goldman Sachs Group Inc. upgraded the stock to Buy. But the key number is 45,850 — that’s the average monthly deliveries NIO needs in the second half to hit Goldman’s target of 43% full-year volume growth. The stock is rallying on hopes NIO can ramp up deliveries before it actually does.
14 July 2026
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ASX 200 holds steady as oil jumps 9%

ASX 200 holds steady as oil jumps 9%

ASX futures pointed to just a minor dip for Australian shares Tuesday, with SPI 200 futures off 8 points, or 0.09%, at 08:32 AEST. That comes even as oil surged more than 9% and the Nasdaq slid 1.55%. The ASX 200’s big weighting in banks and energy is helping buffer local stocks compared to tech-heavy markets overseas.
14 July 2026
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Palantir’s $400 Billion Target Is Closer Than It Looks — August 3 Earnings Carry the Harder Test

Palantir’s $400 Billion Target Is Closer Than It Looks — August 3 Earnings Carry the Harder Test

Palantir Technologies said after Monday’s U.S. market close that it will report second-quarter results on Aug. 3, also after the close, putting a firm date on the next test of its premium artificial-intelligence valuation. The shares finished 2.6% higher at $130.04 while the Nasdaq Composite fell 1.55%, an outperformance of about 4.1 percentage points.
13 July 2026
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S&P 500 Tech Slide Masked 0.76-Point Shift—Banks in Focus as Results Loom

S&P 500 Tech Slide Masked 0.76-Point Shift—Banks in Focus as Results Loom

S&P 500 dropped 0.8% Monday as chip stocks tumbled and oil spiked nearly 10%, shaking risk appetite. But the bigger story for investors was under the surface: the index’s equal-weight version slipped just 0.03%. A big financials ETF moved up 0.65%, while its tech fund counterpart fell 2.42%. The 0.76 point gap between the main and equal-weight S&P suggested big caps were rotating, not dumping stocks.
13 July 2026
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Nu Holdings Bags Mexico Bank Win, Quietly Expands Deposit Cover 16x

Nu Holdings Bags Mexico Bank Win, Quietly Expands Deposit Cover 16x

Nu Holdings Ltd. shares dipped 0.4% to $13.71 ahead of the bell Monday. Investors gave only a muted reaction after the company secured final sign-off for its unit in Mexico to run as a bank. The bigger impact could be behind the scenes, with legal protection on customer deposits set to jump sixteen times once the switch goes through.
13 July 2026
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AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

Xylem

NYSE: XYL 95 / 100
#2 BUY

AerCap

NYSE: AER 93 / 100
#3 BUY ON WEAKNESS

Visa

NYSE: V 90 / 100
#4 TACTICAL BUY

Chevron

NYSE: CVX 87 / 100
#5 ACCUMULATE

UPS

NYSE: UPS 84 / 100
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