Today: 28 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.

Eli Lilly stock: what to watch Monday after FDA pressure forces Hims to pull a weight-loss pill

Eli Lilly stock: what to watch Monday after FDA pressure forces Hims to pull a weight-loss pill

Eli Lilly shares rose 3.7% to $1,058.18 Friday after Hims & Hers said it would halt sales of a compounded weight-loss pill following an FDA warning. U.S. regulators said they will crack down on mass-marketed, non-approved GLP-1 drugs. The FDA threatened legal action against violators and referred Hims to the Justice Department. Investors are watching for enforcement impact on obesity-drug pricing.
Broadcom stock price jumps 7% on AI spending talk — what AVGO investors watch before Monday

Broadcom stock price jumps 7% on AI spending talk — what AVGO investors watch before Monday

Broadcom shares closed Friday at $332.92, up 7.1% after chip stocks rallied on renewed optimism over AI data-center spending. The stock swung between $313.26 and $334.90 during the session. The next major event is Broadcom’s earnings report on March 4. Renault said it will appeal a German court ruling favoring Broadcom in a patent dispute over ethernet technology.
8 February 2026
Amazon stock price hit by $200 billion AI spending plan — what AMZN investors watch next

Amazon stock price hit by $200 billion AI spending plan — what AMZN investors watch next

Amazon shares fell 5.6% to $210.32 Friday after the company projected $200 billion in capital spending for 2026, up sharply from 2025. The drop came as investors questioned how quickly AI investments would pay off. Broader indexes rose, with the Dow closing above 50,000 and chip stocks rallying on AI demand. Markets await U.S. jobs and inflation data next week.
8 February 2026
Saudi Aramco stock slips at the close — why 2222 shares face a fresh oil test this week

Saudi Aramco stock slips at the close — why 2222 shares face a fresh oil test this week

Saudi Aramco shares closed down 0.39% at 25.50 riyals Sunday, as the Saudi market rose 0.3% on easing geopolitical tensions. Aramco set its March official selling price for Arab Light crude to Asia at parity with Oman/Dubai, down from a $0.30 premium. Brent crude ended last week at $68.05 a barrel. Iran said Sunday it would not accept a nuclear deal banning uranium enrichment on its soil.
Nvidia stock jumps nearly 8% on AI spending race — what to watch before Monday

Nvidia stock jumps nearly 8% on AI spending race — what to watch before Monday

Nvidia shares jumped 7.9% to $185.41 Friday, leading a rally in chip stocks after Amazon announced a $200 billion capex plan for 2026. The PHLX semiconductor index rose 5.7%, with AMD up 8.3% and Broadcom gaining 7.1%. Nvidia reports quarterly results Feb. 25. CEO Jensen Huang said AI demand is “going through the roof.”
Microsoft stock hovers near $400 as AI spending nerves meet a big data week

Microsoft stock hovers near $400 as AI spending nerves meet a big data week

Microsoft closed Friday up 1.9% at $401.14, near the $400 mark after a turbulent week for tech stocks. Investors are weighing the impact of a $600 billion AI spending push on profits, while upcoming U.S. jobs and inflation data may affect rate expectations and tech valuations. Analyst Brad Reback downgraded Microsoft to “hold,” citing competition and margin concerns.
Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor shares rose 7.7% to $139.04 Friday after announcing a collaboration with Nvidia on AI data-center networking. The stock touched $141 intraday and gained another 1% after hours. Investors await Tower’s Feb. 11 earnings for details on its silicon photonics work. No financial terms or shipment timeline were disclosed.
Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

Longsys disclosed new guarantees for a 100 million yuan Hong Kong loan and a $9 million Brazil credit line, bringing its total approved guarantee quota to 11 billion yuan and outstanding guarantees to 5.81 billion yuan. The company said all guarantees are for consolidated subsidiaries and within approved limits. Shares closed at 288 yuan Friday, down 1.6%. China inflation and credit data are due this week.
8 February 2026
MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

MACOM shares rose 3.5% to $235.87 Friday after the company reported fiscal Q1 revenue of $271.6 million and raised its full-year data center growth outlook to 35–40%. Fidelity’s FMR LLC disclosed a 10.7% stake, while shareholder Susan Ocampo filed to potentially sell up to 100,000 shares. Stifel raised its price target to $255. MACOM expects to repay $161 million in convertible notes in March.
LONGi Green Energy stock in focus: 1.65 bln yuan patent fee signals higher costs as China solar outlook softens

LONGi Green Energy stock in focus: 1.65 bln yuan patent fee signals higher costs as China solar outlook softens

LONGi Green Energy’s Shanghai A-shares closed up 0.7% at 18.36 yuan on Friday after a 1.65 billion yuan BC solar patent licensing deal was disclosed this week. The agreement, involving Aiko Solar and Maxeon, set a price for key solar IP as industry forecasts point to a drop in China’s 2026 new solar installations.
OmniVision Class A stock: Hong Kong greenshoe adds shares as stabilisation ends — what to watch next week

OmniVision Class A stock: Hong Kong greenshoe adds shares as stabilisation ends — what to watch next week

OmniVision Integrated Circuits Group issued 4.94 million extra H shares at HK$104.80 each after underwriters partially exercised an over-allotment option, raising HK$511.2 million. The new shares begin trading in Hong Kong on Feb. 11. The stabilisation period ended Feb. 6. OmniVision’s Shanghai shares closed at 115.95 yuan on Friday, down 1.43%.
8 February 2026
Hua Hong Semiconductor Class A stock price: two dates traders can’t ignore after Friday’s drop

Hua Hong Semiconductor Class A stock price: two dates traders can’t ignore after Friday’s drop

Hua Hong Semiconductor’s Shanghai-listed shares fell 0.6% to 130.26 yuan Friday, down 16% for the week. Shareholders will vote Feb. 10 on an acquisition and share issuance plan, with a board meeting set for Feb. 12 to review unaudited quarterly results. The company aims to buy nearly all of Shanghai Huali Microelectronics for 8.27 billion yuan, funded by new shares and a private placement.
8 February 2026
First Solar stock price slides into next week as Tesla ramps solar hiring; earnings due Feb. 24

First Solar stock price slides into next week as Tesla ramps solar hiring; earnings due Feb. 24

First Solar shares fell 6.7% to $218.73 Friday, trading over double their 50-day average volume as the broader market rallied. Tesla announced hiring tied to Elon Musk’s 100-gigawatt U.S. solar manufacturing goal. First Solar will report Q4 and full-year 2025 results and 2026 guidance on Feb. 24. Policy changes and competitive moves have heightened volatility in the U.S. solar sector.
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Stock Market Today

  • Sandisk Surges 781% in 2026, Outperforming S&P 500 Stocks Amid AI Storage Demand
    June 28, 2026, 12:59 PM EDT. Sandisk's stock has soared 781% in the first half of 2026, far outpacing all S&P 500 companies, including Micron's 297% gain. This surge is driven by booming demand for NAND flash memory, crucial for AI systems that require vast, high-speed data storage. Sandisk, spun off from Western Digital in 2025, has seen a cumulative 3,900% gain since independence. Supply discipline following the 2023-2024 memory downturn has kept prices high. Despite historic gains, memory markets remain cyclical, suggesting increased volatility ahead. Analysts note Sandisk was excluded from top AI stock picks, highlighting debate about sustainability of its growth.

Latest articles

TeraWulf (NASDAQ:WULF) short interest, volume in focus as AI rally gets tested

TeraWulf (NASDAQ:WULF) short interest, volume in focus as AI rally gets tested

28 June 2026
TeraWulf plunged 10.9% to $25.83 this week—sharply underperforming the Nasdaq—after hitting a 52-week high Monday, as Friday’s Russell index reconstitution drove volume to 66.3 million shares, but failed to clear the heavy 108.65 million share short interest, leaving WULF exposed to further volatility as investors weigh the long-term payoff of its Kentucky data-center expansion.
MSFT rally set for Russell reshuffle as AI spending jitters hang over stock

MSFT rally set for Russell reshuffle as AI spending jitters hang over stock

28 June 2026
Microsoft (MSFT) surged 5.71% to $372.97 on record volume as FTSE Russell index changes moved the stock into both growth and value indexes, driving a “really massive trade” and “key liquidity day”; investors now face uncertainty over real demand versus index flows, with capex and AI spending weighing on future profitability.
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