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. Follow Khadija Saeed on Google News.

Tesla’s AI premium hits a real-world check as shares reverse from China-FSD rally

Tesla’s AI premium hits a real-world check as shares reverse from China-FSD rally

Tesla shares slipped on Tuesday, with the AI narrative still in play. The rally had been fueled by optimism for Full Self-Driving—Tesla’s for-pay driver-assist system, which continues to need a human at the wheel—potentially catching on in China. But Tuesday’s action felt like a reality check, as the market weighed just how much of that promise it’s willing to price in without seeing tangible results.
12 May 2026
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IREN Stock Slips as Nvidia Deal Runs Into the Price of Building AI Capacity

IREN Stock Slips as Nvidia Deal Runs Into the Price of Building AI Capacity

Shares of IREN Limited slid Tuesday after investors were handed the tab for the fresh narrative they'd signed up for. The company upsized its offering, pricing $2.6 billion in 1.00% convertible senior notes due 2033—more than the $2 billion it initially targeted. Convertible notes deliver immediate funds but carry the risk of future shareholder dilution as they’re swapped for equity down the line.
12 May 2026
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SMH vs SOXX vs SOXL: AI Chip ETF Rally Hits Its Hardest Test Yet

SMH vs SOXX vs SOXL: AI Chip ETF Rally Hits Its Hardest Test Yet

Semiconductor ETFs took a steep dive on Tuesday. The leveraged Direxion Daily Semiconductor Bull 3X Shares plunged nearly 12.4% just before 11 a.m. in New York—a sharp swing for a fund that’s been one of 2026’s most popular AI hardware bets. Losses rippled across the sector: VanEck Semiconductor ETF fell around 3.5%, iShares Semiconductor ETF slipped 4.1%, and First Trust Nasdaq Semiconductor ETF dropped close to 4.5%.
12 May 2026
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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

Late in the morning, the Dow Jones Industrial Average slipped, giving back gains from the same playbook that pushed it close to 50,000: heavyweight industrials, financials, and growth-tied blue chips, all riding hopes of a gentle inflation backdrop. By 10:00 a.m. ET, the Dow was down 297.98 points, sitting at 49,406.49. The DIA ETF, which tracks the benchmark, showed a 0.61% drop to $494.06 as of a 10:53 a.m. ET read.
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

Stocks in the U.S. lost ground Tuesday morning, as April’s inflation reading came in hotter and oil prices pushed higher, cutting short the market’s record-setting streak. Right around 10:54 a.m. ET, the SPY, which tracks the S&P 500, slipped roughly 0.7%. The QQQ fell about 1.2%, with the Dow’s DIA off 0.6%. Small caps fared worse— IWM dropped 1.8%. The XLE, representing energy stocks, managed to hold just above water.
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 under the ticker DRAM, has ballooned to $6.5 billion in assets under management just 36 days post-launch—a blistering pace that highlights heavy demand for exposure to memory chip makers in the AI hardware boom. On this day, shares changed hands at $52.44 in New York, slipping roughly 4.8% after an earlier surge.
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 off a three-week peak Tuesday, easing to about $4,700 an ounce. The dollar strengthened, oil prices climbed, and a stronger-than-expected U.S. inflation report dented appetite for bullion. Earlier in the session, prices had benefited from uncertainty over the shaky U.S.-Iran ceasefire, but the rally fizzled as traders held onto bets that the Federal Reserve could keep policy tight.
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

USD/JPY bounced back toward 158 on Tuesday after tumbling to 156.75, a sharp drop that reignited Bank of Japan chatter. By 12:45 GMT, the pair was parked near 157.55. ForexFactory clocked the move at close to 100 pips—about one yen for this currency pair—before it drifted around 157.06.
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 looked split on Tuesday morning, with shares at $13.39 before the U.S. market opened—up about 3.6%. Bitcoin hovered near $80,726, down a bit. Riot Platforms, CleanSpark, and Core Scientific all showed gains too, though not by the same amount. For MARA, the story is still Bitcoin mining, at least as far as the market’s concerned, despite management’s push for a broader energy-backed data infrastructure label.
12 May 2026
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AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

Walt Disney

NYSE: DIS 94 / 100
#2 BUY

AerCap

NYSE: AER 92 / 100
#3 TACTICAL BUY

Advanced Micro Devices

NASDAQ: AMD 90 / 100
#4 BUY ON WEAKNESS

Arista Networks

NYSE: ANET 88 / 100
#5 SPECULATIVE BUY

Albemarle

NYSE: ALB 85 / 100
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Editorial model selection. Not personalised advice.