Today: 21 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.

Dow Jones Pulls Back as Hot CPI and $100 Oil Test the 50,000 Trade

Dow Jones Pulls Back as Hot CPI and $100 Oil Test the 50,000 Trade

The Dow fell 297.98 points to 49,406.49 at 10:00 a.m. ET after April CPI data showed a 3.8% annual rise and energy prices jumped 17.9%. Goldman Sachs and Caterpillar led declines, accounting for most of the drop. The S&P 500 lost 0.57% and the Nasdaq slid 0.92%. Traders pulled back bets on near-term Fed rate cuts as oil topped $100.
12 May 2026
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US Stock Market Live: Hot CPI and Oil Shock Break Wall Street’s Record Run

US Stock Market Live: Hot CPI and Oil Shock Break Wall Street’s Record Run

U.S. stocks fell Tuesday after April CPI rose 0.6%, with energy and shelter driving inflation above forecasts. The S&P 500 ETF dropped 0.7%, Nasdaq-tracking QQQ lost 1.2%, and small caps slid 1.8% by mid-morning. Treasury yields climbed, and prediction markets showed a high chance of no Fed rate cuts in 2026. Brent crude jumped 3.4% to $107.72 as Middle East tensions disrupted oil flows.
12 May 2026
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The AI Memory ETF That Beat Bitcoin Mania Just Hit $6.5 Billion in 36 Days

The AI Memory ETF That Beat Bitcoin Mania Just Hit $6.5 Billion in 36 Days

Roundhill Investments’ Memory ETF, trading as DRAM, has reached $6.5 billion in assets just 36 days after launch, fueled by investor demand for AI memory chip exposure. The fund, recently down 4.8% at $52.44, is heavily weighted toward Samsung, SK Hynix, and Micron. A leveraged version has been filed with the SEC. DRAM has drawn over $150 million in retail net buying this month, outpacing flows into Nvidia and Micron.
12 May 2026
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Intel Stock Pulls Back as AI Foundry Rally Meets Valuation and CPI Pressure

Intel Stock Pulls Back as AI Foundry Rally Meets Valuation and CPI Pressure

Intel shares fell 2.8% to $125.84 Tuesday morning after a sharp rally fueled by reports of advanced-packaging work with SK hynix and speculation about new foundry customers. The drop followed gains driven by optimism over AI server demand and a possible chipmaking deal with Apple. Intel recently reported Q1 revenue of $13.6 billion, up 7% year-over-year, and forecast Q2 revenue of $13.8–$14.8 billion.
12 May 2026
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Nvidia’s Record Run Is Now a Test of How Much AI Spending the Market Still Trusts

Nvidia’s Record Run Is Now a Test of How Much AI Spending the Market Still Trusts

Nvidia shares climbed 1.2% to near $222 after a record close, as investors positioned ahead of May 20 earnings and focused on strong AI hardware demand from hyperscalers. CEO Jensen Huang was excluded from Trump’s China delegation, highlighting ongoing export risks, but the company’s outlook already assumes no China data center revenue. Nvidia guided first-quarter fiscal 2027 revenue to $78 billion, plus or minus 2%.
12 May 2026
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Hot CPI Shock Hits Nasdaq: Wall Street’s Record Run Stalls as Fed Cut Bets Fade

Hot CPI Shock Hits Nasdaq: Wall Street’s Record Run Stalls as Fed Cut Bets Fade

U.S. stocks fell Tuesday after April inflation exceeded forecasts, with the S&P 500 down 0.4% and the Nasdaq off 0.6%. The Consumer Price Index rose 0.6% in April and 3.8% year-over-year, driven by a 3.8% jump in energy costs. Treasury yields climbed, and major tech shares dropped sharply. Markets now expect the Federal Reserve to keep rates steady into 2027.
12 May 2026
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Infleqtion Rises With Quantum Peers, but This Week’s Earnings Will Decide the Next Move

Infleqtion Rises With Quantum Peers, but This Week’s Earnings Will Decide the Next Move

Infleqtion shares rose 5.6% to $12.84 in early trading Tuesday, tracking gains across quantum technology stocks after Quantum Computing Inc., Rigetti, and D-Wave posted new Q1 results. Infleqtion is set to report its own first-quarter earnings after the market closes May 14. The rally followed sector peers revealing new revenue and bookings data. No new Infleqtion filings drove the move.
12 May 2026
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Hecla Mining’s Silver Rally Has a Balance-Sheet Twist, Not Just a Metals Price Story

Hecla Mining’s Silver Rally Has a Balance-Sheet Twist, Not Just a Metals Price Story

Hecla Mining shares closed Monday at $20.67, up 11.07%, before easing to $20.44 premarket Tuesday as silver prices remained elevated. The company reported $144 million in first-quarter free cash flow and cleared its long-term debt after redeeming notes. Hecla posted a $19 million net loss due to a $192 million write-down but saw $411 million in sales and higher silver output.
12 May 2026
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McDonald’s Stock Slides as Value Push Meets a Tougher Consumer Tape

McDonald’s Stock Slides as Value Push Meets a Tougher Consumer Tape

McDonald’s shares traded at $274.60, down 0.4% Tuesday after JPMorgan cut its price target to $305. The company beat Q1 profit and revenue estimates, but April sales turned negative as high gas prices and tighter budgets hurt lower-income customers. U.S. same-store sales missed expectations. Margins at company-operated U.S. restaurants fell 25% from a year earlier.
12 May 2026
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lululemon’s stock slide is now a test of trust in the turnaround

lululemon’s stock slide is now a test of trust in the turnaround

Lululemon shares fell 3.69% to $126.34 Monday, near a 52-week low, as investors reacted to weak North America sales, lower margins, and uncertainty around a CEO transition set for September. The stock lagged the broader market, with S&P 500 and Dow both up. Lululemon forecasts flat to declining North America revenue for fiscal 2026 and lower earnings per share.
12 May 2026
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Gold’s $4,700 Test: Iran Standoff and Hot Inflation Put Bullion on the Back Foot

Gold’s $4,700 Test: Iran Standoff and Hot Inflation Put Bullion on the Back Foot

Gold dropped 0.8% to $4,696.07 an ounce in London on Tuesday, reversing earlier gains as a stronger dollar, rising oil prices, and higher-than-expected U.S. inflation weighed on demand. U.S. CPI rose 0.6% in April and 3.8% year-on-year, the largest annual increase since May 2023. Silver, platinum, and palladium also fell. President Trump said the U.S.-Iran ceasefire was on “life support.”
12 May 2026
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Yen Intervention Fades Fast as USD/JPY Snaps Back Toward 158

Yen Intervention Fades Fast as USD/JPY Snaps Back Toward 158

Limerick City and County Council has approved Thanos Securities’ plan for 76 apartments at 34-41 Catherine Street, clearing a long-derelict pub and nightclub site for housing. The project includes demolitions, refurbishment of protected structures, and a new six-storey building. Approval comes as local politicians seek a government-backed Limerick city-centre task force, similar to those in Dublin and Cork.
12 May 2026
MARA’s Bitcoin Loss Meets an AI Power Bet as Traders Look Past the Miss

MARA’s Bitcoin Loss Meets an AI Power Bet as Traders Look Past the Miss

MARA Holdings shares rose 3.6% premarket Tuesday despite missing revenue estimates and posting a $1.3 billion quarterly loss. The company retired about 30% of its convertible debt and sold Bitcoin to boost liquidity, ending March with 35,303 Bitcoin. Management emphasized a shift toward energy-backed data infrastructure, highlighting its $1.5 billion Long Ridge Energy acquisition.
12 May 2026
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First Majestic Silver Pullback Tests Whether Record Q1 Cash Flow Can Outrun Costs

First Majestic Silver Pullback Tests Whether Record Q1 Cash Flow Can Outrun Costs

First Majestic Silver reported Q1 revenue up 95% to $476.7 million and net earnings of $128.1 million, but silver output fell and all-in sustaining costs rose to $29.76 per ounce. Shares, which had surged 8% to $23.60, slipped to $22.68 in extended trading as spot silver dropped 3% Tuesday morning. Free cash flow hit $223.5 million, with a record $1.13 billion in the treasury. The company raised its quarterly dividend.
12 May 2026
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Sea’s Earnings Rebound Is Real, but the Cost Fight Is Not Over

Sea’s Earnings Rebound Is Real, but the Cost Fight Is Not Over

Sea Limited’s U.S.-listed ADRs rose 13% in pre-market trading after first-quarter revenue reached $7.1 billion, beating estimates by over $600 million, though earnings per share missed by 10 cents. Shopee posted record GMV and orders, but its adjusted EBITDA fell as costs climbed. Garena had its strongest quarter since 2021. Monee’s revenue and loan book grew while credit quality held steady.
12 May 2026
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Shopify Stock Falls as Q2 Margin Guide Tests the AI Commerce Bull Case

Shopify Stock Falls as Q2 Margin Guide Tests the AI Commerce Bull Case

Shopify shares fell 7.13% Monday to $102.54 and dropped further in premarket trading Tuesday, extending losses from $127.55 before last week’s earnings. The company beat Q1 estimates with $3.17 billion in revenue and $100.74 billion GMV, but Q2 guidance showed slower growth and continued high spending. Investors reacted to lower margin expectations and a shift in revenue mix toward lower-margin merchant services.
12 May 2026
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GoPro Stock Is Now a Sale Bet as Q1 Losses Expose a Tighter Balance Sheet

GoPro Stock Is Now a Sale Bet as Q1 Losses Expose a Tighter Balance Sheet

GoPro’s board launched a strategic review after receiving unsolicited takeover interest linked to its defense and aerospace efforts. First-quarter revenue fell 26% to $99.1 million, with gross margin dropping to 4.3% and cash at $40.7 million against $99.9 million in debt. The company warned of “substantial doubt” about its ability to continue operating. Shares jumped over 27% in after-hours trading.
12 May 2026
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Target’s selloff says the turnaround rally now has to prove itself

Target’s selloff says the turnaround rally now has to prove itself

Target shares fell 5.44% to $118.44 Monday, marking their steepest one-day drop since August as investors grew cautious ahead of the May 20 earnings report. The decline followed a rally and came amid sector pressure, with 67 of 74 retail ETF components also down. Wall Street questioned whether Target’s rebound outpaced improvements in sales and store traffic. CEO Michael Fiddelke’s turnaround efforts faced renewed scrutiny.
12 May 2026
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Stock Market Today

  • AI Infrastructure Stocks Surge as Power Grid Constraints Slow Nvidia Gains
    June 21, 2026, 4:10 PM EDT. Shares of AI infrastructure providers outperformed Nvidia in a four-day U.S. trading week, with GE Vernova up 18%, Vertiv 10%, and Eaton 7.8%, compared to Nvidia's 2.7% rise. U.S. grid operators received a 60-day deadline from regulators to revise rules for connecting large power users like data centers, highlighting electricity infrastructure as a bottleneck for AI expansion. GE Vernova reported a 71% organic increase in Q1 orders, including significant data center equipment demand. Vertiv and Eaton also posted strong sales growth, reflecting rising demand for power, cooling, and electrical distribution solutions essential to AI data centers. The Federal Energy Regulatory Commission aims to expedite grid connections amid soaring electricity consumption driven by AI technologies.

Latest articles

AI Infrastructure Stocks Outpace Nvidia as Power Becomes the Bottleneck

AI Infrastructure Stocks Outpace Nvidia as Power Becomes the Bottleneck

21 June 2026
GE Vernova surged 18% in a four-day week, outpacing Vertiv, Eaton, and Nvidia, as federal regulators ordered six regional grid operators to justify or revise rules for connecting large electricity users like data centers, spotlighting the urgent need for power infrastructure to keep pace with AI-driven demand.
$350 Billion Worth of Russell Trades Set to Hit Stocks This Week

$350 Billion Worth of Russell Trades Set to Hit Stocks This Week

21 June 2026
SpaceX’s entry into the Russell 1000 after its record $75 billion IPO is set to trigger $350 billion in index fund trades at Friday’s close, far surpassing last year’s reshuffle, as funds scramble to match new benchmarks—potentially amplifying volatility with much of the activity compressed into the final minutes of the session.
NuScale Power Eyes Week After 14% Gain and Paragon SMR Deal

NuScale Power Eyes Week After 14% Gain and Paragon SMR Deal

21 June 2026
NuScale surged 13.54% to $11.74 after Paragon won the final design contract for its small modular reactor systems, but first-quarter revenue plunged to $565,000 from $13.4 million a year earlier and the company reported $314.7 million in operating cash use, highlighting ongoing execution and funding risks as investors await the next trading session after the Juneteenth market holiday.
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