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.

USDA Doubles Disaster Aid Payments: Farmers Now Have Until August to Claim SDRP Relief

USDA Doubles Disaster Aid Payments: Farmers Now Have Until August to Claim SDRP Relief

USDA doubled the Supplemental Disaster Relief Program payment factor to 70%, triggering a second payment for approved producers and extending the application deadline to Aug. 12 from April 30. The agency said $6.7 billion has already been paid out under the program. The move comes as farmers face spring planting and credit pressure. Eligible producers affected by 2023 and 2024 natural disasters can now apply for increased aid.
24 April 2026
Meta’s Amazon Chip Deal Shows AI Race Is Moving Beyond Nvidia GPUs

Meta’s Amazon Chip Deal Shows AI Race Is Moving Beyond Nvidia GPUs

Meta has signed a multiyear deal worth billions to use Amazon Web Services’ Graviton5 chips for AI, deploying tens of millions of cores. Meta plans 2026 capital spending of up to $135 billion and will cut about 8,000 jobs, with layoffs effective May 20. Meta shares rose $16.87 to $676.02 near the U.S. close; Amazon gained $8.87 to $263.95. Meta will report first-quarter results after the market closes April 29.
Liberty Broadband Stock Plunges 26% as Charter Earnings Jolt Merger Bet

Liberty Broadband Stock Plunges 26% as Charter Earnings Jolt Merger Bet

Liberty Broadband shares dropped about 26% Friday, mirroring a plunge in Charter Communications after Charter reported losing 120,000 internet customers last quarter, more than expected. Liberty holders are set to receive Charter stock under a pending merger, tying Liberty’s value to Charter’s share price. Charter closed down 26% at $179.04. Liberty’s Class A and C shares traded near $41.65 late in the session.
Ouster Stock Jumps as Atlanta Traffic Deal Puts BlueCity Near 2026 World Cup Sites

Ouster Stock Jumps as Atlanta Traffic Deal Puts BlueCity Near 2026 World Cup Sites

Ouster Inc shares climbed 6.7% to $28.17 Friday after announcing its BlueCity lidar traffic system will be deployed at over 30 Atlanta intersections ahead of the 2026 FIFA World Cup. The expansion, in partnership with Georgia DOT and Southern Lighting & Traffic Systems, builds on earlier installations near Mercedes-Benz Stadium. Ouster will report first-quarter results May 5.
24 April 2026
Capital One $425M Settlement Approved: Who Gets Paid and When Payouts Could Start

Capital One $425M Settlement Approved: Who Gets Paid and When Payouts Could Start

A federal judge in Alexandria approved Capital One’s $425 million class-action settlement over its 360 Savings accounts, ordering the bank to match the higher 360 Performance Savings interest rate for affected customers. Payments are set for July 21 unless appealed. The settlement covers account holders from September 2019 to June 2025. Individual payouts will reflect lost interest due to the rate gap.
24 April 2026
Hims & Hers Stock Rallies After JPMorgan Bets On Its GLP-1 Pivot

Hims & Hers Stock Rallies After JPMorgan Bets On Its GLP-1 Pivot

Hims & Hers shares jumped about 9% Friday after JPMorgan initiated coverage with an overweight rating and a $35 price target. The move comes as Hims announced access to Eli Lilly’s Zepbound and Foundayo through LillyDirect, though the company said it is not affiliated with Lilly. Hims shares recently traded at $30.70. The company serves about 2.5 million subscribers.
24 April 2026
Constellation Energy Stock Jumps as Microsoft-Backed Three Mile Island Restart Hits a Grid Fight

Constellation Energy Stock Jumps as Microsoft-Backed Three Mile Island Restart Hits a Grid Fight

PJM’s independent market monitor urged FERC to reject Constellation’s waiver request for restarting the former Three Mile Island Unit 1, now called Crane. The move threatens Constellation’s plan to supply Microsoft-linked data centers in 2027. Constellation shares rose 7.2% despite the regulatory challenge. FERC will decide whether Constellation can transfer grid rights from Eddystone units to Crane.
24 April 2026
Atomera Stock Jumps Nearly 50% After Synopsys Deal Puts GaN Chip Tech in Focus

Atomera Stock Jumps Nearly 50% After Synopsys Deal Puts GaN Chip Tech in Focus

Atomera shares surged 49% to $9.20 midday Friday after the company said it expanded its Synopsys partnership to model gallium nitride devices for RF and power chips. Trading volume topped 24 million shares, lifting Atomera’s market value to about $288 million. The announcement comes ahead of Atomera’s May 5 first-quarter results, with investors still seeking signs of commercial revenue. No financial terms were disclosed.
24 April 2026
CoreWeave CEO’s $35.8 Million Stock Sale Tests AI Cloud Rally

CoreWeave CEO’s $35.8 Million Stock Sale Tests AI Cloud Rally

CoreWeave CEO Michael Intrator sold $35.8 million in company shares this week, according to an SEC filing, after the stock’s sharp rise. The sale, under a pre-set trading plan, involved 307,693 shares at prices between $114.71 and $120.33. Shares traded at $112.46 Friday, down 4.2%. Chief strategy officer Brian Venturo also disclosed $130.4 million in sales by related entities.
StoneCo (STNE) Stock Slides as $2.53 Special Dividend Hits: What Investors Need to Know

StoneCo (STNE) Stock Slides as $2.53 Special Dividend Hits: What Investors Need to Know

StoneCo shares dropped 16.3% to $12.18 Friday after trading ex-dividend for a $2.53-per-share extraordinary cash payout, totaling about R$3.08 billion. Shareholders approved 2025 accounts and board changes, including naming Mateus Scherer Schwening CEO. The dividend follows the sale of Linx. StoneCo reported 2025 adjusted gross profit up 13.5% to R$6.3 billion and payment volume up 8.7% to R$560.9 billion.
Why Cadence Stock Is Back in Focus Before Earnings as TSMC AI Chip Push Builds

Why Cadence Stock Is Back in Focus Before Earnings as TSMC AI Chip Push Builds

Cadence shares rose 5.2% to $330.66 Friday, rebounding after a 5.21% drop Thursday. The move followed news that Cadence expanded its AI chip design collaboration with TSMC, covering advanced process nodes. Investors await Cadence’s first-quarter earnings report Monday. Rosenblatt reiterated a Buy rating and set a $360 price target.
TSMC Stock Hits Record After Taiwan Opens the Buying Door for Funds

TSMC Stock Hits Record After Taiwan Opens the Buying Door for Funds

TSMC shares closed at a record NT$2,185 in Taipei Friday, up 5.05%, after Taiwan eased single-stock limits for local equity funds and active ETFs. The rule change allows these funds to invest up to 25% in companies like TSMC, which makes up over 40% of the market. TSMC also announced a new A13 chip roadmap and expanded U.S. packaging plans. MediaTek and UniMicron shares also rose sharply.
24 April 2026
AEye Stock Jumps After Craig-Hallum Buy Rating Puts LIDR Turnaround in Focus

AEye Stock Jumps After Craig-Hallum Buy Rating Puts LIDR Turnaround in Focus

AEye Inc. shares surged over 30% Friday after Craig-Hallum initiated coverage with a buy rating and $3.50 target. The stock traded at $2.25 in early afternoon, with volume topping 97 million shares. AEye reported 2025 revenue of about $230,000 and a $34 million net loss, with 16 active customers. Paul Berton, formerly of Lucid Motors, joined as vice president of operations and quality.
US Stock Market Today: Nasdaq Hits Record as Intel AI Rally Outruns Dow

US Stock Market Today: Nasdaq Hits Record as Intel AI Rally Outruns Dow

Nasdaq climbed 1.5% to 24,805.83 and the S&P 500 gained 0.68% at mid-session Friday, while the Dow slipped 0.33%. Intel surged over 20% after projecting second-quarter revenue above estimates, sparking a rally in chip stocks. U.S. consumer sentiment hit a record low in April, keeping inflation concerns in focus. Brent crude traded at $104.62, down 0.43%.
Eos Energy Enterprises Sets Q1 Earnings Date as EOSE Stock Jumps — May 13 Is the Real Test

Eos Energy Enterprises Sets Q1 Earnings Date as EOSE Stock Jumps — May 13 Is the Real Test

Eos Energy Enterprises will report first-quarter results before the U.S. market opens May 13, after previewing revenue of $56 million to $57 million and a 17% rise in shipments. Shares traded at $7.78, up 12%, with volume at 25.6 million. Eos recently signed a joint development deal with TURBINE-X for AI power infrastructure. The company’s second battery line completed factory acceptance testing last quarter.
Charter Communications Stock Plunges After Broadband Losses Rattle Wall Street

Charter Communications Stock Plunges After Broadband Losses Rattle Wall Street

Charter Communications shares fell 22% Friday after the company lost 120,000 internet customers in the first quarter, double last year’s loss and worse than analyst forecasts. Revenue slipped 1% to $13.6 billion; net income dropped to $1.16 billion. The stock traded at $187.65, down $54.13. Charter is still seeking California approval to close its $34.5 billion Cox Communications deal.
24 April 2026
Eli Lilly’s New Weight-Loss Pill Has an Early Problem: Novo’s Head Start

Eli Lilly’s New Weight-Loss Pill Has an Early Problem: Novo’s Head Start

Eli Lilly’s new oral weight-loss drug Foundayo was prescribed 3,707 times in its second week on the U.S. market, well below Novo Nordisk’s oral Wegovy, which saw 18,410 prescriptions in the same period after launch. Lilly shares fell about 4% following the data, while Novo Nordisk’s U.S. shares rose nearly 6%. Foundayo was approved by the FDA on April 1 and began shipping April 6.
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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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