Today: 26 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.

Exxon Mobil’s first Gulf Coast-to-Australia fuel shipment signals how Hormuz disruption is spreading

Exxon Mobil’s first Gulf Coast-to-Australia fuel shipment signals how Hormuz disruption is spreading

Exxon Mobil is shipping about 600,000 barrels of fuel from the U.S. Gulf Coast to Australia in mid-March, the first such delivery since December 2023, as Strait of Hormuz disruptions squeeze Asian refiners. Australia reported fuel reserves of 32–36 days and urged consumers not to panic. Brent crude rose 4.7% to $81.40 a barrel on Tuesday. Goldman Sachs raised its Q2 Brent forecast by $10 to $76.
5 March 2026
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Coherent unveils 224Gbps chip for AI data center optics as Nvidia-linked demand shifts to 1.6T

Coherent unveils 224Gbps chip for AI data center optics as Nvidia-linked demand shifts to 1.6T

Coherent Corp on Wednesday launched the CHR1074, a 224Gbps quad-channel TIA for 800G and 1.6T optical transceivers, with samples available now and wider release expected next quarter. CEO Jim Anderson said new funding tied to an expanded Nvidia partnership will prioritize capacity, including work at the Sherman, Texas site. Coherent also introduced the WaveMaker 4000A for DWDM testing.
5 March 2026
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Okta stock whipsaws after AI-agent lift and earnings beat — then guidance points to slower growth

Okta stock whipsaws after AI-agent lift and earnings beat — then guidance points to slower growth

Okta shares fell about 1% in after-hours trading Wednesday after the company projected roughly 9% revenue growth for fiscal 2027. Fourth-quarter revenue rose 11% to $761 million, with adjusted profit at 90 cents per share. Okta is rolling out new security controls for AI agents. Remaining performance obligations climbed 15% to $4.83 billion.
5 March 2026
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Coinbase stock jumps as Bitcoin tops $73,000 after Trump jabs banks over crypto rules

Coinbase stock jumps as Bitcoin tops $73,000 after Trump jabs banks over crypto rules

Coinbase shares jumped about 16% as bitcoin surged over 8% to nearly $73,800 Wednesday. Trump called for action on U.S. crypto legislation, escalating debate over stablecoin rewards. Kraken’s bank secured a Federal Reserve payments account, the first for a U.S. digital-asset bank. Broader U.S. stocks also rose after Iran signaled openness to talks.
5 March 2026
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Palantir stock price jumps as Pentagon’s Anthropic ban hits Maven — what’s next for PLTR

Palantir stock price jumps as Pentagon’s Anthropic ban hits Maven — what’s next for PLTR

Palantir shares rose 4% to $153.19 in after-hours trading after a Pentagon order to remove Anthropic’s Claude from military AI systems. The move affects Palantir’s Maven contracts worth over $1 billion and prompted federal agencies to shift to OpenAI and Google products. Defense Secretary Pete Hegseth ordered immediate compliance. The Pentagon, Anthropic, and Palantir declined to comment.
4 March 2026
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Tesla stock price jumps on Bank of America upgrade as Europe sales slump and carbon credits loom

Tesla stock price jumps on Bank of America upgrade as Europe sales slump and carbon credits loom

Tesla shares rose 3.4% to $406.10 on Wednesday after Bank of America reinstated coverage with a buy rating and a $460 price target. UK sales fell 45% in February, while an EU filing showed Stellantis, Toyota, and Subaru have not joined Tesla’s 2026 carbon-credit pool. IG Metall failed to win a majority on the works council at Tesla’s German plant.
4 March 2026
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Chevron stock dips even as oil sits near 14-month highs — what’s next for CVX

Chevron stock dips even as oil sits near 14-month highs — what’s next for CVX

Chevron shares fell 1.4% to $186.15 Wednesday as oil majors retreated and the S&P 500 energy sector led declines. The Strait of Hormuz remained shut for a fifth day, disrupting global oil flows and prompting Goldman Sachs and UBS to raise Brent price forecasts. U.S. crude stocks rose by 3.5 million barrels last week. Chevron’s board declared a quarterly dividend of $1.78 per share, payable March 10.
4 March 2026
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Lam Research CFO drops $135 billion 2026 chip-tool call as AI demand hits “clean room” limits

Lam Research CFO drops $135 billion 2026 chip-tool call as AI demand hits “clean room” limits

Lam Research CFO Doug Bettinger said global wafer-fab equipment spending could reach $135 billion in 2026, up from about $110 billion last year. He cited advanced packaging and high-bandwidth memory as key drivers, but noted cleanroom capacity remains a constraint. Lam shares rose 2.3% in midday trading. China accounted for 35% of Lam’s revenue last quarter.
4 March 2026
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AAOI stock price rises as Applied Optoelectronics director signals share sale, optics trade stays jittery

AAOI stock price rises as Applied Optoelectronics director signals share sale, optics trade stays jittery

Applied Optoelectronics shares rose 2.9% to $98.07 Wednesday on heavy volume after a late Tuesday filing showed director Elizabeth G. Loboa plans to sell up to 102,347 shares, worth about $9.8 million. The company also set up a $250 million at-the-market share sale program. CFO Stefan Murry told investors 800G shipments would ramp in Q2 after a firmware delay. An investor session is set for March 17 at the OFC conference.
4 March 2026
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Stock Market Today

  • SQQQ ETF Not Recommended for Long-Term Tech Shorting
    June 26, 2026, 4:20 PM EDT. ProShares UltraPro Short QQQ (SQQQ) ETF is rated a Sell because it is unsuitable as a long-term hedge or investment tool. The fund aims to deliver three times the inverse daily performance of the Nasdaq-100 index, making it a tactical rather than strategic option. Investors seeking consistent short exposure to technology stocks should consider the ETF's potential for value erosion over time due to daily reset mechanics. The SQQQ is best used for short-term market timing rather than prolonged market bets.

Latest News

AT&T dividend yield near 5% puts cash flow back in the spotlight

AT&T dividend yield near 5% puts cash flow back in the spotlight

26 June 2026
AT&T (NYSE:T) rose 0.6% to $22.55 as investors weighed its 4.9% dividend yield and $8 billion 2026 buyback—together nearly 10% of equity value—against Q2 free-cash-flow guidance of $4.0–$4.5 billion, which would cover the dividend by just over 2x ahead of July 22 results.
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