Today: 5 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.

Nvidia stock price in focus after report of China blocking H200 chip shipments — what NVDA traders watch next

Nvidia stock price in focus after report of China blocking H200 chip shipments — what NVDA traders watch next

New York, January 18, 2026, 09:32 — Market closed. Chinese customs officials have blocked shipments of NVIDIA Corporation’s H200 artificial-intelligence processors from entering China, prompting suppliers of parts for the chip to pause production, the Financial Times reported on Friday. Reuters could not immediately verify the report and Nvidia did not respond to a request for comment outside regular business hours. Nvidia shares closed down 0.41% at $186.23 on Friday.
18 January 2026
Microsoft stock heads into Tuesday with Musk’s $134 billion OpenAI claim in the mix

Microsoft stock heads into Tuesday with Musk’s $134 billion OpenAI claim in the mix

NEW YORK, Jan 18, 2026, 09:37 EST — Markets have shut down for the day. Elon Musk is pursuing up to $134 billion from OpenAI and Microsoft Corp, alleging they reaped “wrongful gains” from his early investment in the AI lab, according to a federal court filing. OpenAI dismissed the lawsuit as “unserious,” while Microsoft declined to comment. Microsoft shares closed Friday up 0.7% at $459.86.
Google stock price: GOOG faces antitrust pause bid — what to watch before Tuesday’s open

Google stock price: GOOG faces antitrust pause bid — what to watch before Tuesday’s open

New York, January 18, 2026, 09:43 EST — Market closed Alphabet Inc’s Class C shares slipped 0.8% to close at $330.34 on Friday, after moving between $329.03 and $333.69 during the session. The company asked a U.S. judge to halt a court-ordered fix that would compel it to share search data with competitors while it challenges a ruling that deemed its online search monopoly illegal. Google told the court it’s “prepared to do everything short of turning over its data” as the appeal proceeds, even as U.S. regulators consider tougher measures, including a possible Chrome divestiture and ending default-search payments.
18 January 2026
Lumen Technologies (LUMN) Stock Hit With ‘Overvalued’ Tag After Rally, Putting AI-Fiber Hopes on Trial

Lumen Technologies (LUMN) Stock Hit With ‘Overvalued’ Tag After Rally, Putting AI-Fiber Hopes on Trial

Lumen Technologies’ stock is trading above some fair-value estimates after a recent run, according to an analysis published on Friday that put the shares roughly 20% ahead of a widely followed valuation view. Simply Wall St pegged its “most popular narrative” fair value at $7.23 a share versus a prior close of $8.65, while its discounted cash flow estimate came in at $6.77. The timing matters because Lumen has re-entered the conversation as investors look for ways to play rising data traffic tied to artificial intelligence, without buying the biggest cloud firms outright. For a company still trying to steady cash generation and pay down debt, valuation debates can turn quickly into funding debates.
FuboTV stock gets “top marks” in Q3 earnings screen — but FUBO is still stuck near $2.70

FuboTV stock gets “top marks” in Q3 earnings screen — but FUBO is still stuck near $2.70

FuboTV Inc shares ended Friday at $2.67, buoyed by a StockStory earnings screen that ranked the sports-centric streaming service among the best performers for the September-quarter reporting season. The call-out matters because Fubo beat revenue and profitability forecasts in that quarter, yet shares are still down about 29% since it reported. That disconnect has kept the stock in the “cheap, but why?” bucket for months.
Alibaba stock falls after 111% surge as BABA valuation calls clash

Alibaba stock falls after 111% surge as BABA valuation calls clash

Alibaba Group Holding’s U.S.-listed shares, traded as ADRs, fell 3.24% on Friday, ending at $165.40 after dipping to a low of $163.49. The stock swung between $163.49 and $169.85 during the session, with 18.60 million shares traded. The pullback counts because Alibaba stood out as one of the cleaner “China tech is back” plays in U.S. markets. Its recent rebound sparked sharply divergent opinions on its true value.
18 January 2026
Rambus stock price climbs nearly 5% into the MLK market break — what to watch for RMBS next

Rambus stock price climbs nearly 5% into the MLK market break — what to watch for RMBS next

New York, January 17, 2026, 21:16 EST — The market has closed. Rambus Inc shares jumped 4.77% on Friday, closing at $107.99. This was a notable move for a stock that typically moves in line with the broader chip sector. The Nasdaq-listed stock traded between $104.20 and $108.39, with volume around 1.8 million shares. It remains about 6% shy of its 52-week peak at $114.55.
18 January 2026
China Resources Microelectronics (688396) stock jumps 13% near 52-week high as China chip trade heats up

China Resources Microelectronics (688396) stock jumps 13% near 52-week high as China chip trade heats up

SHANGHAI, Jan 18, 2026, 09:43 GMT+8 — Market closed. China Resources Microelectronics Ltd’s A-shares on the Shanghai market closed Friday up 13.04%, settling at 68.20 yuan after hitting a high of 70.48 yuan during the day. Trading volumes were heavy, with around 58.24 million shares traded, generating about 3.79 billion yuan in turnover.
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Stock Market Today

  • QQQ tops VOO in H1, but tech risk stays high for both ETFs
    July 5, 2026, 12:04 PM EDT. The Invesco QQQ ETF (NASDAQ: QQQ) posted a 19.9% gain for the first half of 2024, beating the Vanguard S&P 500 ETF (NYSEMKT: VOO), which returned 9.5%. QQQ's lead comes from its heavy 67% tech exposure, which includes key AI names. VOO holds about 500 stocks and is nearly 40% tech, spreading out risk more than QQQ. Both funds still face concentration risk and could take a hit if tech stocks slide or the market rotates. VOO works as a core holding for broad U.S. exposure. QQQ is more of a satellite for investors targeting growth and tech. Fund choice should match investor risk and goals, not just track past performance.
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