Today: 3 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.

Western Digital stock whipsaws after earnings as Seagate effect keeps AI storage trade in focus

Western Digital stock whipsaws after earnings as Seagate effect keeps AI storage trade in focus

SAN JOSE, Calif., Jan 29, 2026, 13:35 Western Digital reported a 25% rise in quarterly revenue and projects fiscal third-quarter sales near $3.2 billion, driven by steady demand for its high-capacity hard drives in data centers. The company posted adjusted earnings of $2.13 per share and free cash flow of $653 million for the quarter ending Jan. 2. Shares slipped about 0.5% in after-hours trading.
Visa crushes earnings estimates on holiday spending — but the stock still slips after hours

Visa crushes earnings estimates on holiday spending — but the stock still slips after hours

Visa beat expectations with its fiscal first-quarter earnings and revenue, buoyed by stronger cardholder spending, though shares dipped in after-hours trading. The payments giant posted adjusted earnings of $3.17 per share on revenue of $10.9 billion, topping estimates. Still, the stock fell roughly 1.4% following the release. The report arrives as investors seek clear signals on consumer activity. Visa’s network, used by billions daily, serves as a barometer for spending. Its payments volume often provides a fast snapshot of cash flow through households and businesses.
Robinhood puts money into Talos at a $1.5 billion valuation as crypto trading plumbing draws fresh backers

Robinhood puts money into Talos at a $1.5 billion valuation as crypto trading plumbing draws fresh backers

Robinhood Markets is boosting its stake in crypto trading tech firm Talos through a funding round that sets the company’s valuation near $1.5 billion. This move highlights the retail broker’s push further into the digital-asset trading infrastructure. https://www.coindesk.com/business/2026/01/29/robinhood-is-investing-in-crypto-trading-platform-talos-at-usd1-5-billion-valuation The deal is significant now as the crypto battle moves away from flashy tokens toward execution quality — focusing on liquidity, spreads, and settlement. Robinhood earned its reputation on smooth, low-friction trading, and upgrading its infrastructure is a key step to keep users active when markets turn volatile.
SanDisk stock jumps after blowout earnings as AI data-center demand lifts outlook

SanDisk stock jumps after blowout earnings as AI data-center demand lifts outlook

Sandisk shares surged in after-hours trading Thursday following a strong quarterly profit report and a forecast of significant revenue growth, driven by rising demand for AI-related storage. These results carry weight as Wall Street has been loading up on storage and memory stocks linked to the AI surge, wagering that spending on cloud and datacenters will continue to drive up NAND flash memory prices for solid-state drives.
Nvidia stock price in focus as CEO flags China H200 licence; OpenAI funding talks swirl

Nvidia stock price in focus as CEO flags China H200 licence; OpenAI funding talks swirl

NEW YORK, Jan 29, 2026, 16:08 — After-hours Nvidia shares edged up 0.2% to $191.94 late Thursday in New York, after trading between $186.08 and $193.41 earlier. CEO Jensen Huang, speaking in Taipei, said the “actual license” for the company’s H200 AI chip in China is “being finalised.” He added that Nvidia needs “orders” before it can coordinate supply with manufacturing partner TSMC and noted tight chip packaging capacity.
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Stock Market Today

  • Marubeni (TSE:8002) Stays Strong, but Valuation Looks Stretched
    July 2, 2026, 9:44 PM EDT. Marubeni stock is up sevenfold in five years, returning 65.8% over the last year. But valuation signals are mixed. The DCF model puts shares 13% over intrinsic value, factoring projected free cash flows of ¥363.6 billion. The price-to-earnings ratio is 14.5, close to peers but below the stock's estimated fair P/E of 24.6. So the valuation risk is higher if the company's cash flow growth or capital allocation changes. Simply Wall St gives Marubeni a 3 out of 6 for valuation, a score that points to some caution after recent gains.
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