Today: 15 July 2026

Khadija Saeed

Khadija Saeed is a financial markets reporter at TS2.tech, specializing in stocks, technology and emerging industries. She studied economics and finance at the London School of Economics and previously worked in market research before moving into financial journalism. Her coverage focuses on the companies, innovations and economic trends influencing global investors. Follow Khadija Saeed on Google News.

Why POET Technologies Stock Is Back in the Spotlight After Marvell Order Shock

Why POET Technologies Stock Is Back in the Spotlight After Marvell Order Shock

Investor-rights firms ramped up their class-action alerts Wednesday, spotlighting litigation against POET Technologies Inc. The AI photonics maker is under scrutiny just days after Marvell Semiconductor scrapped all Celestial AI-linked orders. Levi & Korsinsky flagged a June 29 lead-plaintiff deadline, naming CEO Suresh Venkatesan and CFO Thomas Mika as defendants in the case.
6 May 2026
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Palantir Stock Just Sank After a Blowout Quarter. Wall Street Is Finding the One Thing It Didn’t Like

Palantir Stock Just Sank After a Blowout Quarter. Wall Street Is Finding the One Thing It Didn’t Like

Palantir Technologies shares dropped 1.4% to $134.04 late Wednesday morning, deepening a selloff that’s followed its recent earnings release. That’s even with the data analytics and AI software firm delivering its strongest revenue growth yet as a public company and upping its full-year forecast. The stock finished Tuesday at $135.91.
6 May 2026
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Arm Stock Surges Before Earnings as AI Server CPU Bet Faces Wall Street Test

Arm Stock Surges Before Earnings as AI Server CPU Bet Faces Wall Street Test

Arm Holdings plc’s U.S. shares jumped $22.58 to hit $231.42 in New York morning trading Wednesday, up roughly 11%, ahead of the British chip designer’s fiscal fourth-quarter report due after the bell. The rally pushed Arm squarely into focus again for the AI-chip trade, which has shifted recently from graphics chips over to server CPUs.
6 May 2026
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Hut 8 Stock Jumps After $9.8 Billion Texas AI Data Center Lease Speeds Its AI Pivot

Hut 8 Stock Jumps After $9.8 Billion Texas AI Data Center Lease Speeds Its AI Pivot

Hut 8 Corp. shares shot up over 32% early Wednesday after the company inked a 15-year lease valued at $9.8 billion for its Beacon Point data center campus in Nueces County, Texas. The move digs the bitcoin miner and data center operator deeper into AI infrastructure. The first phase of the deal covers 352 megawatts of IT capacity—dedicated to servers and related gear.
6 May 2026
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Disney Earnings Beat Wall Street as Streaming Profits Surge and Parks Hold Up

Disney Earnings Beat Wall Street as Streaming Profits Surge and Parks Hold Up

Walt Disney topped expectations Wednesday, with streaming and theme park gains providing a boost for new CEO Josh D’Amaro in his first earnings outing. Revenue hit $25.2 billion, while adjusted earnings per share landed at $1.57 for the quarter ending March 28. Both numbers cleared the bar set by analysts — they were looking for $24.78 billion and $1.49, according to Reuters and LSEG data.
6 May 2026
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Coinbase Layoffs Hit 700 Jobs as AI Rebuild Intensifies Tech Worker Anxiety

Coinbase Layoffs Hit 700 Jobs as AI Rebuild Intensifies Tech Worker Anxiety

Coinbase Global plans to slash roughly 700 positions—about 14% of its worldwide staff—and pivot the business toward artificial intelligence, pushing forward one of the most visible tie-ins between layoffs and AI from a major U.S. tech-finance name. According to a regulatory filing, the restructuring is expected to wrap up in the second quarter, with projected costs of $50 million to $60 million, primarily for severance packages and termination payouts.
6 May 2026
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Intel Stock Rally Faces Its Biggest AI Test Yet as Apple Talks and AMD Forecast Lift Chips

Intel Stock Rally Faces Its Biggest AI Test Yet as Apple Talks and AMD Forecast Lift Chips

Intel stock climbed ahead of Wednesday’s U.S. open, pushing its recent rally further as AMD’s bullish outlook fueled hopes that AI-driven demand is spreading past Nvidia’s GPUs and into the server processor segment—where Intel is a heavyweight. According to Reuters, Intel was up 6% premarket. AMD, meanwhile, surged close to 18%.
6 May 2026
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Flex AI Data Center Spin-Off: Why Shares Jumped Before the Bell

Flex AI Data Center Spin-Off: Why Shares Jumped Before the Bell

Flex is carving out its Cloud and Power Infrastructure unit into a new standalone public company, the latest move meant to let investors more easily track its slice of the AI data center and power-gear market. For now, the spinoff is called SpinCo. Revathi Advaithi, Flex’s current CEO, is set to take the helm at SpinCo, while Michael Hartung, the company’s president, will step in as chief executive at what’s left of Flex.
6 May 2026
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SMH ETF Is Back in the AI Chip Rally. One Risk Still Could Bite Investors

SMH ETF Is Back in the AI Chip Rally. One Risk Still Could Bite Investors

Wednesday morning saw the VanEck Semiconductor ETF jump back into the spotlight as U.S. chipmakers headed higher premarket, buoyed by Advanced Micro Devices’ bullish outlook and a fresh wave of interest in AI-related hardware. SMH traded at $522.69, marking a $16.25 climb from the previous close. Reuters flagged AMD surging almost 18% before the bell, with Intel, Arm, Qualcomm, and Micron also moving up.
6 May 2026
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CoreWeave Stock’s $66.8 Billion Question: Can AI Backlog Become Real Revenue?

CoreWeave Stock’s $66.8 Billion Question: Can AI Backlog Become Real Revenue?

CoreWeave steps into the spotlight after Thursday’s close with its first-quarter results, setting up a test for how much investors are still willing to pay for a big pile of AI cloud contracts—even as the price tag for expansion climbs. The company’s results call is slated for May 7 at 5 p.m. ET. Ahead of the U.S. market open, shares last traded at $127.89, putting them up about 2% from the previous close.
6 May 2026
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IREN Stock Jumps After $625 Million Mirantis Deal Deepens AI Cloud Push

IREN Stock Jumps After $625 Million Mirantis Deal Deepens AI Cloud Push

IREN Ltd plans to acquire Mirantis Inc in an all-share transaction pegged at roughly $625 million, a move that folds cloud software and enterprise support into the ex-bitcoin miner’s expanding AI infrastructure push. Mirantis specializes in cloud platforms and Kubernetes orchestration—software for managing and deploying apps at scale.
6 May 2026
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Nebius Stock Near Record High After $643 Million Eigen AI Deal — Q1 Earnings Could Decide The Next Move

Nebius Stock Near Record High After $643 Million Eigen AI Deal — Q1 Earnings Could Decide The Next Move

Nebius Group shares hovered close to record highs Wednesday, with the Amsterdam-based AI cloud firm announcing plans to acquire Eigen AI. Investors appear to be watching this deal as a sign of Nebius’s push from leasing out hard-to-find computing power into selling higher-margin software. The Nasdaq-listed shares last changed hands at $175.92, just shy of the all-time closing peak set Monday at $176.42.
6 May 2026
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Stock Market Today

  • DigitalOcean (DOCN) Seen 29% Undervalued, Bets on 2026 Revenue Growth
    July 14, 2026, 8:22 PM EDT. DigitalOcean Holdings (DOCN) says it expects 29% revenue growth year-on-year by Q2 2026. Shares are still down 25.9% over the past month, even after jumping 62.53% in three months and turning in solid gains on the year. Simply Wall St puts fair value at $178.77, about 29% above a recent close of $126.30. Expansion in AI services could help drive customers and steady revenue, but the company faces bigger cloud rivals and risk from weaker demand. DOCN trades at a 55.7 P/E ratio, well ahead of industry, setting up questions over its valuation if growth doesn't hold up.
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