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.

Alphabet Stock Gets Fresh $410 Target Ahead of Earnings as Gemini and Google Cloud Lift Outlook

Alphabet Stock Gets Fresh $410 Target Ahead of Earnings as Gemini and Google Cloud Lift Outlook

Alphabet shares rose 1.7% to $337.93 midday Wednesday after BMO Capital Markets raised its price target to $410 and BofA Securities reiterated a Buy at $370 ahead of next week’s earnings. At Google Cloud Next in Las Vegas, Google unveiled new AI agents, custom chips, and announced major deals with Merck, PepsiCo, and Salesforce. Analysts cited accelerating Google Cloud growth and stronger AI integration in Search.
AMD Stock Jumps as Stifel Lifts Price Target to $320 Ahead of May 5 Earnings

AMD Stock Jumps as Stifel Lifts Price Target to $320 Ahead of May 5 Earnings

AMD shares jumped 6% to $302.24 after Stifel raised its price target to $320 and reiterated a Buy rating. The stock is now less than 6% below Stifel’s new target and near Bank of America’s $310 target. AMD has major AI chip supply deals with Meta and OpenAI, with shipments set to begin in late 2026. The company reported record Q4 2025 revenue of $10.3 billion, with data-center sales up 39%.
Why GE Aerospace Stock Fell Despite an Earnings Beat and a $210 Billion Backlog

Why GE Aerospace Stock Fell Despite an Earnings Beat and a $210 Billion Backlog

GE Aerospace shares fell 4% Wednesday despite beating Q1 estimates and raising its 2026 profit outlook, as management kept its full-year forecast unchanged. First-quarter orders jumped 87% to $23 billion and adjusted EPS rose 25% to $1.86. Airlines warned that the Iran war has raised fuel costs and clouded demand, testing GE’s service revenue resilience. GE’s commercial-services backlog stands above $170 billion.
Microsoft Stock’s $500 Question: Why Wall Street Is Watching Azure Before Earnings

Microsoft Stock’s $500 Question: Why Wall Street Is Watching Azure Before Earnings

Microsoft shares rose 1.7% to $431.31 Wednesday as investors focused on Azure growth and Copilot adoption ahead of next week’s earnings. Bank of America maintained a buy rating and $500 target, citing AI infrastructure and cloud gains as key factors. Last quarter, revenue climbed 17% to $81.3 billion, but heavy AI spending and only slightly better-than-expected cloud growth unsettled some investors.
IBM Earnings Today: Red Hat, Confluent and AI Risk Put a $15.6 Billion Quarter in Focus

IBM Earnings Today: Red Hat, Confluent and AI Risk Put a $15.6 Billion Quarter in Focus

IBM will report first-quarter results Wednesday after markets close, with analysts expecting adjusted earnings of $1.81 per share on $15.6 billion in revenue. Investors are watching for signs that software growth, boosted by the $11 billion Confluent acquisition in March, can support a higher 2026 outlook. Red Hat’s performance and updated guidance are in focus. Several analysts cut price targets ahead of the report but kept positive ratings.
Broadcom Stock Nears Record as Google AI Chip Push Fuels AVGO Breakout Bet

Broadcom Stock Nears Record as Google AI Chip Push Fuels AVGO Breakout Bet

Broadcom shares jumped over 4% Wednesday, trading near a record $420, after Google unveiled new TPU 8t and TPU 8i AI chips. Broadcom recently disclosed a long-term deal to supply Google with custom TPUs and networking components through 2031. The company reported $19.31 billion in fiscal Q1 revenue, with AI revenue up 106% to $8.4 billion. Investors remain divided over valuation and margin pressures.
US Stock Market Today: Nasdaq Leads Wall Street Rally as Iran Ceasefire Relief Meets Earnings Momentum

US Stock Market Today: Nasdaq Leads Wall Street Rally as Iran Ceasefire Relief Meets Earnings Momentum

The Nasdaq rose 1.29% as technology and chip stocks led gains after President Trump extended the Iran ceasefire. GE Vernova, Boeing, and Boston Scientific advanced following earnings reports. Oil hovered near $100, with fresh ship seizures in the Strait of Hormuz highlighting ongoing risks. At 11:25 a.m. ET, the Dow was up 381 points, the S&P 500 gained 61 points, and the Nasdaq climbed 314 points.
Uber Now Owns 11.5% of Lucid. The Robotaxi Bet Is Bigger Than It Looked

Uber Now Owns 11.5% of Lucid. The Robotaxi Bet Is Bigger Than It Looked

Uber disclosed an 11.52% passive stake in Lucid Group, owning 37.8 million shares through a subsidiary, according to an SEC filing dated April 20. The move follows Uber’s expanded $500 million investment and a commitment to purchase at least 35,000 Lucid robotaxi vehicles. Lucid shares fell 1.3% Wednesday after a prior rally. The companies plan a commercial robotaxi launch in the Bay Area later this year.
Super Micro Stock Climbs Before Earnings As Options Traders Price An 11% Swing

Super Micro Stock Climbs Before Earnings As Options Traders Price An 11% Swing

Super Micro shares rose 2.7% to $29.20 Wednesday morning, extending a rebound ahead of its May 5 earnings report. Options markets are pricing in high volatility, with a 50% chance of a move larger than 10.99% around the results. The report follows a March indictment tied to export controls and compliance concerns. JPMorgan last week cut its price target to $28.
GameStop Stock Jumps Again: Why GME Is Back Above $25 And What Could Break The Rally

GameStop Stock Jumps Again: Why GME Is Back Above $25 And What Could Break The Rally

GameStop shares rose about 4.2% to near $25.49 in midday New York trading Wednesday, with volume topping 5.3 million shares after a short Xbox and PlayStation trade-in promotion and renewed speculation about CEO Ryan Cohen’s acquisition plans. Cohen told CNBC he wants GameStop to buy a much larger public consumer company but did not name a target. GameStop’s cash and securities rose to $9 billion last quarter as net sales fell.
22 April 2026
RTX Raises 2026 Outlook on Missile Demand and Jet-Service Strength, but Stock Slides Again

RTX Raises 2026 Outlook on Missile Demand and Jet-Service Strength, but Stock Slides Again

RTX raised its 2026 adjusted EPS guidance to $6.70-$6.90 and sales outlook to $92.5-$93.5 billion after first-quarter revenue rose 9% and adjusted EPS climbed 21%. Raytheon missile programs and Pratt & Whitney’s aftermarket work drove gains; backlog reached $271 billion. Shares fell about 2.5% Wednesday morning after a 4.4% drop Tuesday. First-quarter sales totaled $22.08 billion, up from $20.31 billion a year ago.
Vanguard ETF Splits Take Effect: What Lower Prices for VGT, VUG, MGK, VOOG and VO Mean Now

Vanguard ETF Splits Take Effect: What Lower Prices for VGT, VUG, MGK, VOOG and VO Mean Now

Vanguard’s five planned ETF share splits took effect, dropping prices for VGT to $102.24, VUG to $82.59, MGK to $83.55, VOOG to $77.16, and VO to $76.68 by Wednesday morning in New York. The splits do not affect portfolio composition or investor value. Fund assets as of March 31 totaled $317.8 billion for VUG and $198.3 billion for VO. Vanguard says splits aim to improve trading by lowering share prices.
22 April 2026
Trump Administration Nears $500 Million Spirit Rescue as American Rejects United Merger (Bloomberg)

Trump Administration Nears $500 Million Spirit Rescue as American Rejects United Merger (Bloomberg)

The Trump administration is close to a deal to lend Spirit Airlines up to $500 million, with Washington set to receive warrants for future shares, according to Bloomberg and The Wall Street Journal. The rescue, not yet finalized, would be a rare federal intervention in a single airline. Spirit sought emergency aid after fuel prices doubled its costs, threatening its bankruptcy exit plan. The White House opposes a United-American merger.
Opendoor Technologies Stock Keeps Climbing as Earnings Test Looms

Opendoor Technologies Stock Keeps Climbing as Earnings Test Looms

Opendoor Technologies shares rose 0.8% to $5.50 Wednesday morning, continuing a rebound ahead of first-quarter results due May 7. The stock is up from $4.51 on April 14. The company will replace its usual earnings call with a video "Financial Open House" for live shareholder questions. Wall Street remains divided on Opendoor's path to profitability as investors watch for improved unit economics.
Indian Stock Market Today: Sensex, Nifty 50 Slide as HCLTech Sparks IT Selloff; 24,000 in Focus

Indian Stock Market Today: Sensex, Nifty 50 Slide as HCLTech Sparks IT Selloff; 24,000 in Focus

HCLTech shares plunged 10.7% Wednesday after a weak growth forecast, dragging the Nifty 50 down 0.81% to 24,378.10 and the Sensex 0.95% lower. Infosys and Tata Consultancy Services also fell sharply, pulling the Nifty IT index down 3.9%. Small- and mid-cap stocks rose, but financials slipped. Traders are watching whether banks can keep the Nifty 50 above 24,000 amid volatile oil prices and Middle East tensions.
United Airlines CEO Sidesteps American Airlines Merger Talk as Trump Opposes Deal, Signals Support for Spirit

United Airlines CEO Sidesteps American Airlines Merger Talk as Trump Opposes Deal, Signals Support for Spirit

United Airlines CEO Scott Kirby declined to confirm interest in acquiring American Airlines, keeping merger speculation active after President Trump voiced opposition. United cut its 2026 outlook as jet-fuel costs rise amid the Iran conflict, but reported $14.6 billion in first-quarter revenue. American rejected merger talks, citing competition concerns. A combined carrier would control about 40% of U.S. domestic flying capacity.
Boeing Q1 2026 Earnings Beat as 143 Jet Deliveries Cut Losses, but Cash Burn Still Weighs

Boeing Q1 2026 Earnings Beat as 143 Jet Deliveries Cut Losses, but Cash Burn Still Weighs

Boeing posted a first-quarter net loss of $7 million, far smaller than analysts’ forecasts, as revenue rose 14% to $22.2 billion on stronger jet deliveries. Free cash flow remained negative at $1.5 billion, but improved from last year. Commercial airplanes delivered 143 jets, outpacing Airbus, but the unit still lost $563 million. Total backlog reached a record $695 billion, with defense and services offsetting some losses.
Why Strategy Stock (MSTR) Is Outpacing Bitcoin Again After a $2.54 Billion Buy

Why Strategy Stock (MSTR) Is Outpacing Bitcoin Again After a $2.54 Billion Buy

Strategy, formerly MicroStrategy, bought 34,164 bitcoin for $2.54 billion in the week ended April 19, raising its total to 815,061 coins. The company funded the purchase by selling $2.54 billion in securities, including 21.8 million STRC preferred shares. Strategy’s latest acquisition puts its bitcoin holdings ahead of BlackRock’s IBIT. Shares were down 4% premarket Wednesday but had risen nearly 37% in April.
SoundHound AI Stock Rebounds After $43 Million LivePerson Deal as Investors Reassess the Selloff

SoundHound AI Stock Rebounds After $43 Million LivePerson Deal as Investors Reassess the Selloff

SoundHound AI shares rose 3.8% in premarket trading after announcing a $43 million all-stock deal to acquire LivePerson. The merger would unite 25 Fortune 100 customers and a network handling 1 billion messages monthly. SoundHound expects the combined company to be debt-free at closing and forecasts 2027 revenue of at least $350 million. The deal requires LivePerson shareholder and regulatory approvals.
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Stock Market Updates

Micron Technology (NASDAQ: MU) gains ahead of earnings; Street eyes $20.57 EPS bar

Micron headed for $200 billion jump before the bell on AI memory deals

25 June 2026
Micron soared 16.7% premarket to $1,224.01 after locking in $100 billion of minimum-price customer contracts and $22 billion in projected deposits, signaling investors are valuing its multi-year supply deals and price floors over spot-market risks as DRAM and NAND prices surged, with management forecasting tight supply “beyond 2027” and fourth-quarter revenue guidance at $50 billion.
SoFi Stock Slips Before The Open As Stablecoin News Meets A Weak Nasdaq Tape

SoFi pushes at $18 after AI Composer agreement

25 June 2026
SoFi surged past Wall Street’s $18 median target after its Composer AI investing deal but closed at $17.31, with 74% higher-than-average volume; 2026 EPS estimates remain flat, and the stock trades at about 29 times expected earnings, as investors await signs of real revenue impact from the new product.
SpaceX Starlink launch times Vandenberg pace to investor watch

SpaceX Starlink launch times Vandenberg pace to investor watch

25 June 2026
Short interest in SpaceX (NASDAQ:SPCX) surged to 13% of free float as shares traded at $156.08 premarket after closing at $154.54, following the company’s 59th Starlink-linked Falcon 9 launch this year; Starlink now accounts for about 60% of SpaceX’s $18.67 billion revenue, but the company posted a $4.94 billion net loss after the xAI merger.
Alibaba sheds HK$88 billion after dispute over Anthropic Claude AI claim

Alibaba sheds HK$88 billion after dispute over Anthropic Claude AI claim

25 June 2026
Alibaba (HKG:9988) plunged 4.43% to HK$95.00, wiping out HK$88 billion in value, after Anthropic accused operators linked to Alibaba’s Qwen AI lab of making 28.8 million illicit Claude exchanges—1.8 times prior cases—raising fresh risks for Alibaba’s key AI-cloud growth story as U.S. security scrutiny intensifies.
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