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.

AI ETFs 2026: Why Vanguard VGT, Roundhill CHAT and Value-Chain Funds Are Pulling Investors Beyond Nvidia

AI ETFs 2026: Why Vanguard VGT, Roundhill CHAT and Value-Chain Funds Are Pulling Investors Beyond Nvidia

Vanguard Information Technology ETF fell 1.0%, Roundhill Generative AI & Technology ETF dropped 1.1%, and Global X Artificial Intelligence & Technology ETF lost 0.8% Monday morning as investors shifted focus from megacap tech to chip and hardware suppliers. U.S. equity funds saw $37.24 billion in inflows last week, but tech sector funds lost $1.45 billion.
Alphabet Stock Price Target Raised to $397 as Wells Fargo Sees Google Cloud Lift From Wiz and TPUs

Alphabet Stock Price Target Raised to $397 as Wells Fargo Sees Google Cloud Lift From Wiz and TPUs

Wells Fargo raised its price target on Alphabet to $397, maintaining an Overweight rating as shares traded near five-month lows. Google Cloud revenue jumped 48% in Q4 to $17.7 billion, with backlog up 55% to $240 billion. Alphabet closed its $32 billion Wiz acquisition on March 11. A Los Angeles jury found Google and Meta liable in a youth social-media addiction case, awarding $6 million in damages.
Meta’s $9 Trillion Market Cap Bet Runs Into Fresh Legal Risk

Meta’s $9 Trillion Market Cap Bet Runs Into Fresh Legal Risk

Meta Platforms has tied new stock options for six top executives to a share price that would push its market value above $9 trillion by 2031. The awards follow two jury verdicts last week ordering Meta to pay $381 million over child safety claims, which sent shares lower. CEO Mark Zuckerberg is not included in the pay package. Meta said it plans up to $135 billion in capital spending in 2026, mostly for AI and infrastructure.
Microsoft Stock Selloff Sparks Fresh Bull-Bear Split as Copilot Upgrades Roll Out

Microsoft Stock Selloff Sparks Fresh Bull-Bear Split as Copilot Upgrades Roll Out

Microsoft launched new Copilot features Monday as debate intensified over its AI spending and stock outlook. Shares rose 1.1% to $360.52 early, following a 17% revenue jump and a $625 billion backlog. Bulls cite strong growth, while critics highlight high capex and rising competition from Google Cloud. Microsoft said Copilot now combines OpenAI’s GPT and Anthropic’s Claude in one workflow.
AST SpaceMobile Sets April 10 BlueBird 7 Target as Rocket Lab Notches ESA Launch After SpaceX IPO Buzz

AST SpaceMobile Sets April 10 BlueBird 7 Target as Rocket Lab Notches ESA Launch After SpaceX IPO Buzz

Blue Origin’s New Glenn-3 is now targeting April 10 to launch AST SpaceMobile’s BlueBird 7 satellite, later than previous timelines. Rocket Lab completed its first dedicated launch for the European Space Agency on March 28, sending two Celeste satellites into orbit. AST reported $70.9 million in 2025 revenue and over $3.9 billion in cash and liquidity at year-end. Rocket Lab holds a $1.85 billion backlog.
VIX Fear Gauge Above 30 Puts Wall Street at a Crossroads: Buy Stocks or Brace for More Pain?

VIX Fear Gauge Above 30 Puts Wall Street at a Crossroads: Buy Stocks or Brace for More Pain?

Wall Street opened higher Monday, with the Dow up 116 points, but the VIX stayed elevated at 30.79 after last week’s spike. All three major indexes posted a fifth straight weekly loss Friday, their longest streak in nearly four years. Oil prices rose as Brent topped $116 a barrel amid Middle East tensions. Morgan Stanley downgraded global equities and upgraded cash and U.S. Treasuries, citing persistent uncertainty.
30 March 2026
CrowdStrike Stock Rises After Wolfe Upgrade as Anthropic AI Fears Turn Into Cybersecurity Spending Bet

CrowdStrike Stock Rises After Wolfe Upgrade as Anthropic AI Fears Turn Into Cybersecurity Spending Bet

CrowdStrike shares rose about 3% premarket Monday after Wolfe Research upgraded the stock to Outperform, citing expected higher security spending tied to Anthropic’s upcoming AI model. Wolfe set a $450 price target and said the new AI could trigger a “machine speed cyberwar.” CrowdStrike reported $5.25 billion in annual recurring revenue earlier this month. Friday’s AI-driven selloff hit other cybersecurity stocks, including Palo Alto Networks and Zscaler.
Nvidia Stock Hits 7-Year Valuation Low Even as New AI Orders Roll In

Nvidia Stock Hits 7-Year Valuation Low Even as New AI Orders Roll In

Nvidia shares are trading at their lowest forward price-to-earnings multiple since 2019, nearly 20% below their October peak, despite strong demand and a forecast for 70% earnings growth this year. The stock now trades at about 19.6 times expected earnings, below the S&P 500 average. Amazon Web Services has agreed to buy 1 million Nvidia GPUs by 2027. Some analysts expect Nvidia’s market share to erode as rivals and custom chips gain ground.
India Bank Holidays This Week: Why March-End Closures Could Delay Some Salary Credits

India Bank Holidays This Week: Why March-End Closures Could Delay Some Salary Credits

Bank branches across India face multiple closures from March 28 to April 3 due to holidays and the financial year-end, affecting cheque clearances and cash transactions. Only agency banks will keep select branches open on March 31 for government business. Digital banking, ATMs, and UPI remain operational. Closures vary by state, with major cities affected on March 31 and April 1.
Stock Market Crash Fears Rise as Oil, Bond Yields and Volatility Hit Wall Street at Once

Stock Market Crash Fears Rise as Oil, Bond Yields and Volatility Hit Wall Street at Once

The Dow and Nasdaq entered correction territory after Friday’s sell-off, with the S&P 500 close behind. Brent crude rose to $114.99 a barrel and U.S. crude to $101.36 following Houthi attacks. Bond yields climbed, and Federal Reserve officials are monitoring inflation risks. Major banks remain divided on the outlook, with Morgan Stanley warning of steep valuation drops if oil prices stay elevated.
30 March 2026
Sysco to Buy Restaurant Depot for $29.1 Billion in Push for Independent Restaurants

Sysco to Buy Restaurant Depot for $29.1 Billion in Push for Independent Restaurants

Sysco will acquire Jetro Restaurant Depot for $29.1 billion in cash and stock, giving Jetro shareholders $21.6 billion in cash and 91.5 million Sysco shares. Sysco shares fell about 1% before the New York open, and the company will pause buybacks but maintain its annual outlook. Jetro will operate as a standalone unit, with no expected workforce cuts. The deal expands Sysco into warehouse-style wholesale for small food businesses.
30 March 2026
Dollar Near 10-Month High as Iran War, Oil Shock and Fed Bets Squeeze Yen and Euro

Dollar Near 10-Month High as Iran War, Oil Shock and Fed Bets Squeeze Yen and Euro

The U.S. dollar hovered near a 10-month high Monday, with the dollar index at 100.19, as the Iran conflict pushed investors toward safe assets. Brent crude rose above $115 a barrel, intensifying inflation pressures in Asia, where policymakers face tough choices on rates and currencies. The yen briefly broke 160 per dollar before recovering, prompting warnings from Japanese officials. Sterling, the Australian, and New Zealand dollars all posted steep monthly losses.
30 March 2026
Oil Prices Today: Brent Nears $116, WTI Above $101 as Iran War Widens After Houthi Attacks

Oil Prices Today: Brent Nears $116, WTI Above $101 as Iran War Widens After Houthi Attacks

Brent crude neared $116 a barrel Monday after Yemen’s Houthis struck Israel, sending oil toward its biggest monthly gain since 1988. Iran’s closure of the Strait of Hormuz and threats to the Bab el-Mandeb have disrupted key shipping routes. U.S. gasoline prices hovered just below $4 a gallon. Shell and TotalEnergies shares rose, while airline stocks fell.
Indian Stocks Log Worst Month Since 2020 as Sensex, Nifty Tumble and Rupee Breaches 95

Indian Stocks Log Worst Month Since 2020 as Sensex, Nifty Tumble and Rupee Breaches 95

Indian stocks posted their steepest monthly drop since March 2020, with the Sensex closing down 2.22% at 71,947.55 and the rupee hitting a record low above 95 per dollar. Brent crude surged to $115.98 as the Middle East conflict widened, while foreign investors pulled $19.3 billion from equities this fiscal year. All major sectors fell in March, and banks faced added pressure after new RBI currency exposure limits.
30 March 2026
Coherent Corp back in focus after Nvidia deal as exec says pact will aid wider AI data-center push

Coherent Corp back in focus after Nvidia deal as exec says pact will aid wider AI data-center push

Coherent Corp shares closed at $243.48 Friday, little changed after a volatile session. Senior vice president Steve Rummel told a Pittsburgh summit the company’s multibillion-dollar deal with Nvidia will support the wider industry, not just one customer. Coherent joined the S&P 500 on March 23 and reported fiscal Q2 revenue of $1.69 billion, up 17% year over year.
Ciena Corporation Stock Swings After Insider Sale Filing as AI Networking Boom Gets Tested

Ciena Corporation Stock Swings After Insider Sale Filing as AI Networking Boom Gets Tested

Ciena shares rose 3.5% to $401.61 Friday after a Form 144 filing showed Blue Planet head Joe Cumello plans to sell 1,773 shares. The filing follows record Q1 revenue of $1.43 billion and a raised 2026 sales outlook. Cumello previously sold 11,929 shares in January for $2.74 million. Ciena’s stock has swung sharply this week, hitting a high of $446.89 and a low of $387.40.
Aurora Innovation Stock Slides as $10 Billion Driverless Truck Bet Enters 2026 Test

Aurora Innovation Stock Slides as $10 Billion Driverless Truck Bet Enters 2026 Test

Aurora Innovation shares closed at $4.12 Friday, down 2.6%, valuing the self-driving truck firm at about $9.95 billion. The company reported $3 million in 2025 revenue and a $238 million operating loss last quarter, but expects to operate over 200 driverless trucks by year-end. Aurora says its driverless fleet has logged 250,000 miles without a collision. Fourth-quarter revenue was $1 million.
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Stock Market Today

  • SPY and QQQ Rise Despite High Inflation Data as Oil Prices Rebound
    June 25, 2026, 5:30 PM EDT. The SP 500 ETF ($SPY) and Nasdaq 100 ETF ($QQQ) ended higher Thursday, shrugging off elevated inflation data. Investors assimilated key economic updates amid a rebound in oil prices, which provided additional market support. Elevated inflation typically pressures equity markets, but the positive momentum in energy and tech sectors helped offset concerns. The market response highlights investor resilience amid mixed economic indicators and ongoing volatility in commodity prices.

Latest News

Netflix’s $3 billion ad goal meets $272 billion stock loss

Netflix’s $3 billion ad goal meets $272 billion stock loss

25 June 2026
Netflix shares plunged to a fresh 52-week low, closing down 1.31% at $70.90, wiping out about $272 billion in equity value from its peak—roughly 90 times its 2026 ad revenue target—amid investor unease over failed deal attempts and ahead of Q2 results with slower growth and lower margins already forecast.
Coeur Mining (CDE) gains as buyback impact tops S&P MidCap 400 move

Coeur Mining (CDE) gains as buyback impact tops S&P MidCap 400 move

25 June 2026
Coeur Mining surged 3.4% to $15.99 after joining the S&P MidCap 400 and revealing $680.3 million left in its buyback program—enough to offset about 11% of shares issued for its New Gold acquisition—while boosting its 2026 exploration budget midpoint by 82% to $158 million.
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