Today: 12 July 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.

Fidelity Adds State Street Backing in Active ETF Race

Fidelity Adds State Street Backing in Active ETF Race

Fidelity International named Elisa Prezzavento as director of ETF product strategy and development, bringing on a former State Street product exec as the firm builds out its active ETF push in Europe and Asia-Pacific. Fidelity said Prezzavento’s London job covers product strategy, new active ETF concepts, and targeting client demand.
26 May 2026
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Why SoFi Technologies Stock Is Slipping After Its PrimaryBid Deal

SoFi slides 45%, with one key metric in focus

SoFi Technologies is back in focus as its shares barely moved premarket at $15.62 after a record Q1, with fresh market debate over whether the digital lender has found a bottom. The Motley Fool called out a 45% drop for the stock this year, while Seeking Alpha put the fall at 50% in a post on May 23.
26 May 2026
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CoreWeave Stock Drops as $99 Billion AI Backlog Runs Into Bigger Spending Bill

Wall Street Is Warming To CoreWeave Again. Nebius Is The Catch It Can’t Ignore

CoreWeave is drawing fresh support on Wall Street after GF Securities started coverage with a “Buy,” but the bigger trade is no longer just one stock. Investors are now measuring the Nvidia-backed AI cloud company against Nebius, a fast-growing rival that is turning big customer contracts into power, data centers and debt-funded capacity.
26 May 2026
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AI Infrastructure Stocks Face a Gut Check as Super Micro, Google and Nebius Pull Apart

AI Infrastructure Stocks Face a Gut Check as Super Micro, Google and Nebius Pull Apart

Super Micro Computer has become the contested stock in the AI infrastructure trade, with fresh Zacks Investment Research notes putting it ahead of Nebius Group for near-term appeal while saying Alphabet offers the safer way to own the same theme. A separate Zacks note said Teradyne may offer more upside than Cisco as chip-testing demand tied to AI accelerators lifts results.
26 May 2026
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Nvidia’s $3.4 Billion IREN Deal Shows Next AI Bottleneck

Nvidia’s $3.4 Billion IREN Deal Shows Next AI Bottleneck

IREN Ltd. co-founder and co-CEO Daniel Roberts is sounding a note of caution about the AI infrastructure race, saying that it could take until 2030 for a 1-gigawatt “AI factory” — the big data centers that power AI models — started today to go live. IREN shares were quoted at $56.83 before the U.S. open, putting the Nasdaq-listed firm’s market cap around $19 billion.
26 May 2026
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Taiwan Market Rises Ahead of India as TSMC Gains

Taiwan Market Rises Ahead of India as TSMC Gains

Taiwan passed India in stock-market size, with most of the move coming from gains in Taiwan Semiconductor Manufacturing Co. The chipmaker’s strength in AI chips has helped push Taiwan into the group of top equity-market winners from the AI trade. The total value of listed Taiwan shares was $4.95 trillion as of May 25, ahead of India’s $4.92 trillion, Bloomberg data shows. Taiwan is now fifth in the world, trailing the U.S., China, Japan, and Hong Kong.
26 May 2026
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Stock Market Today

  • AI Execs See Huge Demand Even as Chip Stocks Swing
    July 12, 2026, 2:52 AM EDT. AI execs like Pat Gelsinger, former Intel CEO, say AI demand is still strong even as chip and semiconductor stocks have seen volatility. Companies such as Meta and xAI are renting out unused computing power, which has led to talk of possible oversupply, but Marc Boroditsky at Nebius and Andrew Feldman at Cerebras Systems say compute demand is much higher than supply. Samsung is forecasting a jump in profit, but its shares fell anyway as markets questioned whether that growth can last. For now, businesses are looking hard at cost-efficiency and ROI as the push for more AI infrastructure continues.
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