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.

Regeneron Stock Is Back In Focus: Why Wall Street Sees More Upside After Trump Deal

Regeneron Stock Is Back In Focus: Why Wall Street Sees More Upside After Trump Deal

Regeneron shares rose 2.6% Thursday after the company announced a U.S. drug-pricing agreement and said it would offer its new Otarmeni gene therapy free in the U.S. The stock closed at $766.02, up for the week and month but down 1.3% year to date. Raymond James and Cantor Fitzgerald reiterated bullish ratings and high price targets ahead of first-quarter results due April 29.
P&G Beats Wall Street, Then Warns of a $150 Million Cost Hit

P&G Beats Wall Street, Then Warns of a $150 Million Cost Hit

Procter & Gamble reported fiscal Q3 net sales of $21.2 billion, up 7%, and core earnings per share of $1.59, beating estimates. Organic sales rose 3%, the strongest in over a year, with beauty volumes up 5%. The company warned higher commodity and tariff costs tied to Middle East conflict will weigh on fiscal 2026 earnings, now expected at the low end of its range. P&G shares rose 2% in premarket trading.
24 April 2026
IREN Stock Faces May 7 Test as AI Data Center Pivot, Microsoft Deal and $6 Billion Share-Sale Risk Collide

IREN Stock Faces May 7 Test as AI Data Center Pivot, Microsoft Deal and $6 Billion Share-Sale Risk Collide

IREN Limited will report fiscal third-quarter results on May 7 after its shares rose 7.5% to $52.02, bucking a broader market decline. The company, once focused on bitcoin mining, now faces scrutiny over its AI data center expansion and large contracts, including a $9.7 billion deal with Microsoft. IREN’s AI Cloud Services revenue more than doubled last quarter but remains far below mining revenue.
Palantir’s $1.1 Billion Test: Swiss Bank Defends Stake as AI Contractor Wins New U.S. Work

Palantir’s $1.1 Billion Test: Swiss Bank Defends Stake as AI Contractor Wins New U.S. Work

Swiss National Bank Chairman Martin Schlegel defended the bank’s $1.1 billion stake in Palantir after Minneapolis activists urged a sale over the company’s work with U.S. immigration authorities. The SNB held 6.24 million Palantir shares at the end of 2025. Palantir shares fell 7.24% Thursday after a previous gain. Shareholders will vote June 3 on proposals for more human rights oversight.
Skillz Stock’s $420 Million Papaya Verdict Rally Faces a Fast Reality Check

Skillz Stock’s $420 Million Papaya Verdict Rally Faces a Fast Reality Check

A Manhattan federal jury ordered Papaya Gaming to pay Skillz Inc. $420 million in a false-advertising case, sending Skillz shares up 238% Thursday before falling 25% pre-market Friday. The dispute centered on Papaya’s alleged use of bots in skill-based games. Judge Denise Cote will rule in June on possible disgorgement. Skillz reported a 2025 net loss of $70.4 million on $104.5 million in revenue.
24 April 2026
Lucid Stock (LCID) Slides to New Low as Uber Robotaxi Bet Fails to Calm Dilution Fears

Lucid Stock (LCID) Slides to New Low as Uber Robotaxi Bet Fails to Calm Dilution Fears

Lucid Group shares fell 9.26% to $6.27 on Thursday, hitting a new low despite a recent $1.05 billion financing package backed by Uber and a Saudi PIF affiliate. The company is seeking approval to add 23.5 million shares to its stock incentive plan. Preliminary first-quarter results show up to $284 million in revenue and a loss of up to $1.005 billion. Investors remain concerned about dilution and ongoing losses.
AMD Stock Jumps as Intel’s AI CPU Boom Puts $500 Billion in Sight

AMD Stock Jumps as Intel’s AI CPU Boom Puts $500 Billion in Sight

AMD shares jumped over 7% in U.S. premarket trading Friday, boosted by strong AI-driven demand for server CPUs following Intel’s earnings report. Premarket prices suggested AMD’s market value could surpass $500 billion, up from $497.79 billion at Thursday’s close. Intel’s Data Center and AI revenue rose 22% to $5.1 billion last quarter. AMD is set to report its own quarterly results on May 5.
Intel Stock Eyes a Record as AI Data Centers Put CPUs Back in Play

Intel Stock Eyes a Record as AI Data Centers Put CPUs Back in Play

Intel forecast second-quarter revenue of $13.8 billion to $14.8 billion, topping analyst estimates after first-quarter sales rose 7% to $13.6 billion. Shares jumped 28% in premarket trading. Tesla plans to use Intel’s 14A process for its Terafab AI chip project, marking Intel Foundry’s first major outside customer. The data center and AI unit reported $5.1 billion in revenue, up 22% from a year ago.
Wren Kitchens Abrupt U.S. Shutdown: Showrooms Close, Layoffs Hit Pennsylvania

Wren Kitchens Abrupt U.S. Shutdown: Showrooms Close, Layoffs Hit Pennsylvania

Wren US Holdings has closed all U.S. showrooms and studios, triggering layoffs at retail and manufacturing sites in northeastern Pennsylvania. The move follows a 2020 expansion that promised 360 jobs in Luzerne County and received state incentives. The exact number of layoffs remains unclear. Wren’s website and phone lines confirmed the shutdown, with no detailed public explanation.
24 April 2026
Oregon Farmer’s John Deere Museum Opens Door to Rare National Farm Bureau Role

Oregon Farmer’s John Deere Museum Opens Door to Rare National Farm Bureau Role

Roy Hofer, a hazelnut grower from Canby, Oregon, has been appointed to the American Farm Bureau Federation’s Young Farmers & Ranchers Committee for 2026-27. Hofer manages a private museum with about 12 John Deere tractors, including a rare 320 model. He also works as farm manager for Oregon Flowers Inc. in Aurora. The committee role comes as Farm Bureau seeks to boost young producer involvement amid industry challenges.
24 April 2026
FirstEnergy Ohio Bills Could Rise Up To $5 A Month As May 22 Rate Filing Nears

FirstEnergy Ohio Bills Could Rise Up To $5 A Month As May 22 Rate Filing Nears

FirstEnergy’s Ohio utilities will file a three-year rate plan with state regulators by May 22 that could raise typical residential bills by $4.26 to $5.30 a month each year. The plan follows recent storm-cost changes and earlier refunds. It would be among the first major tests of Ohio’s new forward-looking ratemaking system. The proposal covers The Illuminating Company, Ohio Edison, and Toledo Edison.
24 April 2026
Nvidia’s Nuclear AI Deal Puts Oklo Stock Back in Focus

Nvidia’s Nuclear AI Deal Puts Oklo Stock Back in Focus

Oklo said it will work with Nvidia and Los Alamos National Laboratory on AI-based nuclear fuel validation and infrastructure at Los Alamos. Oklo shares rose 5.5% to $76.46 after the announcement, while Nvidia fell 1.4%. The agreement comes as data centers drive a rise in U.S. electricity demand, according to the Energy Information Administration. Financial terms were not disclosed.
Newmont earnings today: Gold miner beats Q1 profit, adds $6 billion buyback but warns on Q2 costs

Newmont earnings today: Gold miner beats Q1 profit, adds $6 billion buyback but warns on Q2 costs

Newmont reported adjusted first-quarter earnings of $2.90 per share on $7.31 billion in sales, beating estimates as realized gold prices surged to $4,900 an ounce. Attributable gold output fell to 1.30 million ounces from 1.54 million a year earlier. The miner declared a $0.26 dividend and authorized a new $6 billion share buyback. Newmont expects higher costs and lower output in the second quarter.
24 April 2026
SAP Q1 Earnings Beat Forecasts as Cloud Revenue Climbs 27% in Constant Currencies, Outlook Holds

SAP Q1 Earnings Beat Forecasts as Cloud Revenue Climbs 27% in Constant Currencies, Outlook Holds

SAP reported a 17% rise in first-quarter operating profit to 2.74 billion euros and a 19% jump in cloud revenue to 5.96 billion euros, beating forecasts. The company kept its 2026 targets and full-year outlook unchanged. SAP’s U.S. shares reversed losses after the results, climbing nearly 7% in after-hours trading. Management warned cloud revenue growth will slow in the second quarter.
MaxLinear Stock Surges as AI Data-Center Chip Demand Drives Big Q2 Outlook

MaxLinear Stock Surges as AI Data-Center Chip Demand Drives Big Q2 Outlook

MaxLinear forecast second-quarter revenue of $160 million to $170 million, well above Wall Street’s estimate of $137.1 million. First-quarter revenue rose 43% to $137.2 million, driven by demand for optical products in AI data centers. Shares surged over 23% to $42.47 in after-hours trading. Infrastructure revenue jumped 136% from a year earlier, becoming the company’s largest segment.
Comfort Systems USA Stock Jumps After Profit More Than Doubles On Data Center Demand

Comfort Systems USA Stock Jumps After Profit More Than Doubles On Data Center Demand

Comfort Systems USA reported first-quarter net income of $370.4 million, more than double last year’s $169.3 million, as revenue surged 56.5% to $2.87 billion on strong demand from technology-sector projects, especially data centers. Backlog climbed to $12.45 billion. Shares rose $52.18 to $1,773.91 in late trading. The board raised the quarterly dividend to 80 cents a share.
American Express Earnings Beat Shows Wealthy Cardholders Still Spending — But AXP Stock Drops

American Express Earnings Beat Shows Wealthy Cardholders Still Spending — But AXP Stock Drops

American Express posted first-quarter earnings per share of $4.28, beating LSEG estimates, as billed business hit $428 billion and FX-adjusted spending rose 9%. Net income climbed 15% to $2.97 billion, with revenue up 11% to $18.91 billion. The company kept its 2026 revenue and profit outlook unchanged. Shares fell despite the profit beat, as investors noted flat guidance and signs of weaker travel spending.
AMD Stock Brushes $320 After Stifel Call, With May 5 Earnings Now the Real Test

AMD Stock Brushes $320 After Stifel Call, With May 5 Earnings Now the Real Test

AMD shares touched $319.71 Thursday before retreating to $305.33, valuing the company at about $501 billion. The move comes ahead of first-quarter results on May 5, as investors watch for revenue from major AI chip deals with Meta and OpenAI. Stifel raised its price target to $320, citing strong AI demand and new products. AMD reported record Q4 revenue in February, with data-center sales up 39%.
Applied Digital stock rises after $7.5 billion AI data center lease with U.S. hyperscaler. (SEC)

Applied Digital stock rises after $7.5 billion AI data center lease with U.S. hyperscaler. (SEC)

Applied Digital signed a 15-year, $7.5 billion lease with an unnamed U.S. hyperscaler for 300 megawatts at its Delta Forge 1 data center in Louisiana, sending shares up 12% to $36.35. The deal lifts total contracted lease revenue above $23 billion and adds a third hyperscale tenant. Initial operations at Delta Forge 1 are expected in mid-2027. The company also plans up to $600 million in new financing for expansion.
Expedia Stock Sinks After Former Snap CFO Derek Andersen Takes Finance Job Before Earnings

Expedia Stock Sinks After Former Snap CFO Derek Andersen Takes Finance Job Before Earnings

Expedia Group named former Snap CFO Derek Andersen as its next chief financial officer, effective May 11. Shares fell 5.4% after the announcement. Outgoing CFO Scott Schenkel will remain through the May 7 earnings call and depart May 16. Andersen’s pay package includes a $1 million salary, $2.5 million signing bonus, and $17 million in restricted stock units.
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Stock Market Updates

SK hynix (KRX:000660) ADR math puts Micron (NASDAQ:MU) valuation gap in play

SK hynix (KRX:000660) ADR math puts Micron (NASDAQ:MU) valuation gap in play

25 June 2026
SK hynix surged 13.06% in Seoul after unveiling plans to raise up to 45.45 trillion won via a Nasdaq ADR sale, boosting funding coverage for its 55.92 trillion won capex plan to 93% at Thursday’s close, with the new shares diluting holders by just 2.44% and fueling hopes of narrowing its valuation gap with Micron and TSMC.
UK car insurance spike shifts focus to insurer profit margins

UK car insurance spike shifts focus to insurer profit margins

25 June 2026
UK car insurance premiums rose 1% to £719 in March-May, the first quarterly increase in over two years, but with premiums still 5% lower year-on-year as claims and repair costs climb, investors in Admiral, Aviva, and Sabre face margin pressure and a key 2026 earnings test as the pricing floor arrives before claims inflation is tamed.
Tanker spike at Hormuz tips oil toward surplus, airlines rally

Tanker spike at Hormuz tips oil toward surplus, airlines rally

25 June 2026
Brent crude futures flipped into prompt oversupply as Gulf oil flows through Hormuz neared pre-war levels, sending August Brent down $1.06 to $72.68—its lowest since Feb. 27—while U.S. airline stocks jumped up to 7% as jet fuel prices eased, but tanker rates soared and hundreds of ships remain stranded, keeping route risk high.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 25.06.2026

25 June 2026
WisdomTree Issuer ICAV declares Q2 2026 dividends for multiple ETFs, including $0.2066 per share for WisdomTree Emerging Markets Equity Income UCITS ETF and $0.5797 for WisdomTree Europe Equity UCITS ETF - USD Hedged; payments set for July 17, 2026, with ex-dates from July 2, covering various currencies and share classes at WMR 4pm rates.
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