Today: 25 June 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.

Dow Jones Today: Why The Dow Is Holding Up While Nasdaq Sinks On AI Worries

Dow Jones Today: Why The Dow Is Holding Up While Nasdaq Sinks On AI Worries

The Dow rose 100.62 points to 49,268.41 on Tuesday, lifted by gains in Coca-Cola and Johnson & Johnson, while the S&P 500 fell 0.64% and the Nasdaq dropped 1.24% as investors sold AI-linked shares. Coca-Cola reported Q1 net revenue up 12% and raised its full-year earnings forecast. Nvidia, AMD, and Arm all declined sharply. Brent crude hovered near $111 amid U.S.-Iran tensions and OPEC uncertainty.
SoftBank Group Stock Plunges Nearly 10% as OpenAI Growth Scare Hits Masayoshi Son’s AI Bet

SoftBank Group Stock Plunges Nearly 10% as OpenAI Growth Scare Hits Masayoshi Son’s AI Bet

SoftBank Group shares fell 9.86% to 5,268 yen in Tokyo on Tuesday after reports that OpenAI missed user and revenue targets. The selloff followed news SoftBank had executed the first $10 billion of a planned $30 billion investment in OpenAI. The company also announced new board, dividend, and shareholder-meeting proposals as its stock came under pressure.
Why Zimmer Biomet Stock Sank After a Q1 Earnings Beat and Raised Profit Outlook

Why Zimmer Biomet Stock Sank After a Q1 Earnings Beat and Raised Profit Outlook

Zimmer Biomet shares dropped about 9% Tuesday despite beating first-quarter estimates and raising its 2026 profit forecast, as investors reacted to an unchanged sales outlook and the exit of CFO Suketu Upadhyay. The stock traded at $84.17 late morning. The company reported $2.087 billion in net sales and raised its adjusted EPS forecast to $8.40–$8.55. CEO Ivan Tornos cited disruption from a U.S. sales-force overhaul.
GitLab Stock Rises After Anthropic Claude Deal as AI Tool Race Heats Up

GitLab Stock Rises After Anthropic Claude Deal as AI Tool Race Heats Up

GitLab announced deeper integration of Anthropic’s Claude models, including Claude Opus 4.7, into its Duo Agent Platform for enterprise customers, maintaining compliance and audit controls. Shares rose 3.2% to $22.14 Tuesday morning. Customers can access Claude through Google Cloud and AWS Bedrock, and use GitLab credits on the Claude Marketplace. The move targets companies seeking AI coding tools with strict policy oversight.
Omnicell Stock Surges After Q1 Earnings Beat and Raised 2026 Profit Outlook

Omnicell Stock Surges After Q1 Earnings Beat and Raised 2026 Profit Outlook

Omnicell shares rose 17.5% Tuesday after the company reported first-quarter revenue up 15% to $310 million and adjusted earnings of 55 cents per share, beating estimates. The company raised its 2026 profit outlook and cited strong demand for its new Titan XT automated dispensing system. GAAP net income was $11 million, compared to a $7 million loss a year earlier. Initial Titan XT orders were booked, with shipments expected in the second half of 2026.
Ulta Beauty Stock Keeps Sliding as Investors Test the Beauty Chain’s AI Bet

Ulta Beauty Stock Keeps Sliding as Investors Test the Beauty Chain’s AI Bet

Ulta Beauty shares fell 0.4% to $537.44 Tuesday after a 3.38% drop Monday, leaving the stock 24.52% below its February high. The company reported 2025 net sales up 9.7% to $12.39 billion and forecast 2026 sales growth of 6% to 7%. Ulta is expanding AI shopping tools with Google and launched an AI assistant on its website. Jefferies upgraded the stock to Buy on April 20, raising its price target to $700.
Classover Stock Jumps as BlackRock 8% Filing and TIME EdTech Ranking Put KIDZ Back in Focus

Classover Stock Jumps as BlackRock 8% Filing and TIME EdTech Ranking Put KIDZ Back in Focus

Classover Holdings shares jumped Tuesday after BlackRock disclosed an 8% Class B stake and the company reported ranking 122nd on TIME and Statista’s 2026 U.S. edtech list. KIDZ traded at $1.08 late morning, up from $0.97 Monday, with volume at 32.54 million shares. BlackRock reported ownership of 87,463 Class B shares in a Schedule 13G filing. Classover posted 2025 service revenue of $3.37 million and a net loss of $7.04 million.
American Tower Raises 2026 Outlook: Why AMT Stock Is Moving Today

American Tower Raises 2026 Outlook: Why AMT Stock Is Moving Today

American Tower raised its 2026 forecast after first-quarter revenue rose 6.8% to $2.74 billion and net income jumped 76.2% to $879 million, both topping estimates. The company now expects up to $10.74 billion in property revenue for the year, citing strong demand for towers and data centers. Shares climbed 1.9% in morning trading. The outlook includes a $107 million boost from foreign exchange gains.
Sleep Number Stock Surges After $55 Million Lender Lifeline Buys Mattress Maker Time

Sleep Number Stock Surges After $55 Million Lender Lifeline Buys Mattress Maker Time

Sleep Number shares rose $1.34 to $3.55 Tuesday after the company secured a lender deal adding $55 million in liquidity and easing some credit-agreement tests. The new $25 million term loan matures June 30 and carries interest at one-month SOFR plus 8%. Lenders agreed to forbear on certain defaults until July 1. Trading volume exceeded 38 million shares, with market value near $81.5 million.
28 April 2026
Transocean Stock Back In Play As Equinox Rig Returns And $1.6 Billion Backlog Push Builds

Transocean Stock Back In Play As Equinox Rig Returns And $1.6 Billion Backlog Push Builds

Transocean’s Equinox rig resumed work for Beach Energy in Australia’s Otway Basin, with Phase 2 operations at Thylacine West underway. Transocean reported about $1.6 billion in new contract backlog since April, including deals in Brazil, Norway, and the Eastern Mediterranean. Beach said Otway Basin production fell 9% last quarter. Transocean shares traded at $6.52, little changed ahead of first-quarter results due May 4.
Why Nexera Technologies Stock Jumped After KeepZone AI’s Gulf Fuel-Tank Authorization

Why Nexera Technologies Stock Jumped After KeepZone AI’s Gulf Fuel-Tank Authorization

Nexera Technologies’ KeepZone AI unit received approval from a protective infrastructure provider to introduce a fuel-tank protection system to selected Gulf clients. Nexera shares jumped as much as 229% in early U.S. trading, with volume topping 31 million shares. The company did not disclose client names, contract values, or any resulting orders. Nexera posted a 2025 net loss of $4.05 million on $16.83 million revenue.
BYD Profit Tumbles 55% as China EV Price War Hits Tesla Rival

BYD Profit Tumbles 55% as China EV Price War Hits Tesla Rival

BYD reported a 55% drop in first-quarter net profit to 4.08 billion yuan and an 11.8% fall in revenue to 150.23 billion yuan, citing weaker sales and heavy discounting in China. New energy vehicle sales fell 30% year-on-year to 700,463 units, though March exports reached 120,083. The earnings report was released after market close; full market reaction is expected Wednesday.
28 April 2026
OSHA’s Heat Crackdown Just Changed. Meat Plants Could Feel It First

OSHA’s Heat Crackdown Just Changed. Meat Plants Could Feel It First

OSHA renewed its workplace heat enforcement program April 10, targeting meat-processing and other high-risk industries but dropped its previous numerical inspection goal. The revised directive covers 55 sectors, adds new guidance, and shifts focus to industries like animal slaughtering, cheese manufacturing, and warehousing. Fruit and tree nut farming were removed from the priority list. OSHA cited 2,400 annual heat-related inspections and about 50 fatality probes since 2022.
28 April 2026
Stock Market Today: Nasdaq Futures Sink as OpenAI Jolt and $110 Oil Threaten Record Rally

Stock Market Today: Nasdaq Futures Sink as OpenAI Jolt and $110 Oil Threaten Record Rally

Nasdaq 100 futures fell 1.27% before Tuesday’s open after a Wall Street Journal report said OpenAI missed internal targets, sending AI-linked stocks lower. Oracle dropped 7.7% premarket, CoreWeave fell 7.4%, and SoftBank closed down nearly 10% in Tokyo. Brent crude rose above $111 a barrel on Middle East supply risks. S&P 500 futures slipped 0.68%, while Dow futures edged up 0.17%.
Lucid Stock Hits Fresh Low as Uber and Saudi Cash Fail to Calm Wall Street

Lucid Stock Hits Fresh Low as Uber and Saudi Cash Fail to Calm Wall Street

Lucid Group shares hit a 52-week low of $5.83 as investors focused on dilution and weak Q1 revenue ahead of the May 5 earnings call. The company raised about $1.05 billion from a stock sale, Uber, and a Saudi PIF affiliate, but delivered only 3,093 vehicles in Q1 after Gravity SUV delays. Lucid expects Q1 revenue of $280–$284 million and an operating loss near $1 billion.
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Stock Market Updates

Micron, Qualcomm lift chip stocks after hours as Nasdaq slips

Micron, Qualcomm lift chip stocks after hours as Nasdaq slips

25 June 2026
Micron soared 16.34% after hours as customers locked in nearly $100 billion in future supply obligations—about 2.4 times its latest quarterly revenue—fueling a $400 billion surge in chip stocks and reversing the tech selloff that erased over $1 trillion from the Nasdaq 100 this week.
Western Digital falls after AI-storage rally, investors look to Micron

Western Digital falls after AI-storage rally, investors look to Micron

25 June 2026
Western Digital (NASDAQ:WDC) shares dropped about 4% after a multi-week rally fueled by AI storage demand, as investors awaited Micron Technology’s earnings for new signals on enterprise storage spending; analysts cite a persistent hard-disk supply deficit that could support pricing into 2027, with Morgan Stanley raising its price target to $650.
BlackBerry falls with volume outpacing buyback plan ahead of earnings

BlackBerry falls with volume outpacing buyback plan ahead of earnings

25 June 2026
BlackBerry closed down 2.3% at $8.62 despite Stifel initiating coverage with a Buy and $12 target—39% above the close—while trading volume of 38.3 million shares far exceeded its entire buyback authorization, highlighting investor focus ahead of Thursday’s Q1 results and underscoring the limited impact of BlackBerry’s capital return plan.
Opendoor slides after landing in Russell 3000, liquidity and dilution concerns follow

Opendoor edges up before Russell 3000 move, soft housing numbers weigh

25 June 2026
Santos shares closed down 0.96% at A$7.24 after Brent crude slumped US$3.34 to US$73.74, cutting potential annual gross sales from its new Pikka project by about US$50 million at plateau rates; Pikka’s ramp to 80,000 barrels per day is key, as oil price swings now have a direct impact on Santos’ production-linked revenue and its US$2.5 billion net debt reduction target.
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