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.

BMW AG’s China Fight Just Got Harder as Neue Klasse EVs Take Beijing

BMW AG’s China Fight Just Got Harder as Neue Klasse EVs Take Beijing

BMW unveiled China-specific electric models, the iX3 Long Wheelbase and i3 Long Wheelbase, at Auto China 2026 amid a 10% drop in its China sales for Q1. The new models, part of BMW’s Neue Klasse platform, offer up to 1,000 km range under China’s CLTC test. Chinese competitors Geely and Nio are intensifying pressure on German premium brands. The new 7 Series with Neue Klasse tech launches globally in July 2026.
26 April 2026
D-Wave Quantum Stock Slides Before Q1 Earnings as Investors Look for Proof Behind the Rally

D-Wave Quantum Stock Slides Before Q1 Earnings as Investors Look for Proof Behind the Rally

D-Wave Quantum shares fell 4.3% to $18.49 Friday ahead of its May 12 first-quarter earnings report. The company previously reported $32.8 million in early-2026 bookings, surpassing its full-year 2025 total. CEO Alan Baratz and CFO John Markovich will discuss results and outlook on a call at 8 a.m. ET. Analyst Nehal Chokshi rated D-Wave Market Perform with a $22 target.
Horizon Quantum Holdings Ltd. Stock Faces a Big Test After 53 Million-Share Resale Filing

Horizon Quantum Holdings Ltd. Stock Faces a Big Test After 53 Million-Share Resale Filing

Horizon Quantum Holdings filed to register the possible resale of nearly 53 million shares and 2.9 million warrants, equal to about 91.9% of its outstanding stock on a post-exercise basis. The move comes less than six weeks after its Nasdaq debut via a SPAC merger. Horizon’s shares last closed at $11.37, below the $11.50 warrant exercise price. First-quarter results are due May 5.
26 April 2026
Xanadu Stock Rises After 294 Million-Share Filing: What Changes Now for XNDU

Xanadu Stock Rises After 294 Million-Share Filing: What Changes Now for XNDU

Xanadu Quantum Technologies’ U.S.-listed shares rose 7.28% to $30.95 Friday after a new registration statement signaled up to 293.7 million Class B shares could be resold by securityholders. The Toronto-based quantum computing firm, public for less than a month, reported 2025 revenue of $4.6 million and a net loss of $70.7 million. The registration statement is not yet effective.
26 April 2026
Bank of America’s $16 Billion Oracle AI Data Center Deal Puts Wall Street’s AI Bet Under a Harsh Light

Bank of America’s $16 Billion Oracle AI Data Center Deal Puts Wall Street’s AI Bet Under a Harsh Light

Bank of America acted as structuring agent and financial advisor on a $16 billion financing for an Oracle-linked data center in Saline Township, Michigan. The bank sold $14 billion in bonds for the project, with Blackstone contributing $2 billion in equity. PIMCO bought about $10 billion of the bonds. Local opposition over power use and environmental impact continues.
Constellation Energy Stock Faces New Spotlight After Trump Bond Disclosure and AI Power Push

Constellation Energy Stock Faces New Spotlight After Trump Bond Disclosure and AI Power Push

Donald Trump’s latest financial disclosure showed purchases of Constellation Energy corporate bonds in March, according to forms released Friday. Constellation shares closed at $313.53, up 7.1%, valuing the company near $98 billion. The company recently completed its Calpine acquisition, expanding its power capacity to 55 gigawatts. The disclosure did not specify exact bond purchase amounts.
26 April 2026
Plug Power Stock Slips Again: Why PLUG’s May Earnings Test Now Matters

Plug Power Stock Slips Again: Why PLUG’s May Earnings Test Now Matters

Plug Power Inc. shares fell 1.26% to $3.14 on Friday, extending a two-day slide and leaving the stock 31% below its 52-week high. The company reported $5.5 million in positive gross profit for the fourth quarter and a 12.9% rise in 2025 revenue. Plug recently won a contract for a 275-megawatt electrolyzer system in Quebec and agreed to sell its Project Gateway site for at least $132.5 million.
US Stock Market Week Ahead: Why Wall Street’s Record Rally Faces Its Biggest Test This Week

US Stock Market Week Ahead: Why Wall Street’s Record Rally Faces Its Biggest Test This Week

Microsoft, Alphabet, Amazon, Meta, and Apple will report earnings this week as the Federal Reserve meets, with Jerome Powell possibly presiding over his final meeting as chair. Senator Thom Tillis said Sunday he would advance Kevin Warsh’s nomination to replace Powell after a Justice Department probe ended. The S&P 500 and Nasdaq closed at record highs Friday. Key inflation data is due Thursday.
COHR Stock Faces a May Test After CFO’s $702,000 Sale

COHR Stock Faces a May Test After CFO’s $702,000 Sale

Coherent Corp CFO Sherri Luther sold 2,000 shares for $702,000 on April 22, according to an SEC filing. The sale comes ahead of Coherent’s fiscal third-quarter results, set for May 6. Coherent shares last traded at $336.09, below Luther’s sale price of $351. Nvidia invested $2 billion in Coherent in March, securing future access to laser and optical networking products.
26 April 2026
Trump Media Shake-Up Deepens: DJT Board Adds Trump Allies as New CEO Gets Stock Grant

Trump Media Shake-Up Deepens: DJT Board Adds Trump Allies as New CEO Gets Stock Grant

Trump Media disclosed interim CEO Kevin McGurn will earn $125,000 a month for nine months and receive 146,198 restricted stock units, according to a Friday filing. Meredith O’Rourke and Boris Epshteyn joined the board effective April 24. Devin Nunes has exited all roles, with separation terms including accelerated vesting of 96,721 RSUs. DJT shares last traded at $9.35.
26 April 2026
AXT Stock Has a $632.5 Million Question: Can Its China Wafer Bet Keep Up With AI Demand?

AXT Stock Has a $632.5 Million Question: Can Its China Wafer Bet Keep Up With AI Demand?

AXT underwriters bought 1.28 million additional shares at $64.25 each, raising $82.5 million and bringing total gross proceeds to about $632.5 million. The funds will expand indium phosphide wafer capacity at Beijing Tongmei, its China-based subsidiary. AXT expects first-quarter revenue of $26–28 million and a net loss of up to $2.6 million. Shares closed at $76.16 on April 24.
Lightwave Logic Stock Drop Puts $51 Million Share-Sale Plan and AI Optics Push in Focus

Lightwave Logic Stock Drop Puts $51 Million Share-Sale Plan and AI Optics Push in Focus

Lightwave Logic shares fell 6.9% to $12.665 after expanding its stock-sale program to $51.4 million. The company reported 2025 net sales of $236,855 and a net loss of $20.3 million, with no significant commercial revenue expected before 2027. Lightwave has sold 8.08 million shares for $35 million under the program. Recent partnerships include GlobalFoundries and Tower Semiconductor for silicon photonics development.
Amkor Stock’s 7% Jump Raises the Bar for Q1 Earnings and AI Packaging Demand

Amkor Stock’s 7% Jump Raises the Bar for Q1 Earnings and AI Packaging Demand

Amkor Technology shares jumped 7.1% Friday to close at $78.10 ahead of Monday’s first-quarter earnings report. The company guided for Q1 net sales of $1.60–$1.70 billion and earnings of 18–28 cents a share, while Wall Street expects $1.63 billion and 23 cents. Amkor plans $2.5–$3.0 billion in 2026 capital spending, mainly for high-density fan-out packaging.
Infleqtion Stock Faces a Fresh Test After 30.5 Million-Share Shift by Early Backers

Infleqtion Stock Faces a Fresh Test After 30.5 Million-Share Shift by Early Backers

LCP Quantum-linked funds distributed over 30.5 million Infleqtion Inc. shares to investors, ending their status as 10% owners, according to a Friday filing. Infleqtion shares fell 5% to $13.27 after the move. The company, which went public in February, reported $32.5 million in 2025 revenue and a $35.3 million operating loss. Infleqtion recently won a $2 million DARPA contract for quantum software development.
26 April 2026
Duolingo Stock’s Next Big Test Is One Week Away as AI Bet Draws Fresh Scrutiny

Duolingo Stock’s Next Big Test Is One Week Away as AI Bet Draws Fresh Scrutiny

Faruqi & Faruqi said Sunday it is investigating potential claims against Duolingo Inc. after the company’s stock fell sharply following its pivot to user growth and AI investment. Duolingo’s shares closed Friday at $103.45, far below their 52-week high of $544.93. The company will report first-quarter results on May 4. Goldman Sachs recently cut its price target on Duolingo to $100.
Silicon Motion Stock Jumps Before Q1 Earnings As Dividend Date Nears

Silicon Motion Stock Jumps Before Q1 Earnings As Dividend Date Nears

Silicon Motion shares closed at $153.46, up 8.1% Friday ahead of first-quarter earnings due April 28. The company confirmed a $0.50-per-ADS dividend for May 21, record date May 7. Management previously guided Q1 revenue of $292 million to $306 million, up as much as 84% from a year earlier. Wall Street expects $1.28 per share in earnings and $299.53 million in revenue.
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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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