Today: 4 July 2026

Leokadia Głogulska

Leokadia Głogulska is a financial and technology journalist at TS2.tech, covering stocks, artificial intelligence, space technology and global market developments. She graduated from Wrocław University of Economics and Business and previously worked in financial analysis before moving into business journalism. Her reporting focuses on helping readers understand the market trends, companies and technologies shaping the global economy.

Disney Stock Dropped Going Into Weekend; More Than Box Office at Stake

Disney Stock Dropped Going Into Weekend; More Than Box Office at Stake

Disney shares dropped over the holiday-shortened week, trailing gains in the broader market. Investors shrugged off the company’s earnings win earlier this month, focusing instead on new pressure from regulators, streaming updates, and questions around demand at its parks. The stock dropped 1.83% to $101.83 by Friday’s close, and volume hit 13.3 million shares. U.S. cash equities were not trading Saturday. The NYSE holds regular sessions Monday through Friday, 9:30 a.m. to 4 p.m. Eastern, and was closed Monday, May 25, for Memorial Day.
30 May 2026
Wall Street’s ‘fear gauge’ sinks to four-month low as stocks make new highs

Wall Street’s ‘fear gauge’ sinks to four-month low as stocks make new highs

VIX closed at 15.32 on Friday, the lowest in over four months, as buying in U.S. stocks held at record highs and option prices for short-term protection dropped. Cboe gave the VIX spot at 15.32 on May 29. Investing.com had the index down 2.67% for the day. The calm in markets is getting a fresh test now, with the rally looking broader on the surface but still leaning on themes like AI demand, strong earnings, and cheaper oil. The VIX fell for a third session, hitting its lowest mark since Jan. 12, while the S&P 500 stayed well above where it closed that day, MarketWatch said.
Ciena drops 13% after earnings surprise as AI network demand meets mixed market reaction

Ciena drops 13% after earnings surprise as AI network demand meets mixed market reaction

Ciena Corp. stock is down a bit for the abbreviated holiday week, as traders look ahead to the June 4 earnings release. Investors are watching to see if the report justifies the buzz around AI-networking names. U.S. markets stay shut over weekends, and the NYSE says May 25, Memorial Day, is a market holiday in 2026. Ciena shares finished Friday at $580.23, up 1.76% for the day. That’s still off about 0.6% from where they ended May 22 at $583.74. It was a volatile week for the stock, which hit $605.61 on Tuesday, then dropped the next two days before bouncing back Friday.
Samsara Stock Moves Up Ahead of Earnings, Volatility May Hit Next Week

Samsara Stock Moves Up Ahead of Earnings, Volatility May Hit Next Week

Samsara Inc. shares rose 10.8% on Friday, wrapping up about a 12% gain in this holiday-shortened week. Investors were getting in before the connected-operations software company’s fiscal first-quarter report set for next Thursday. Timing is key here. U.S. markets were shut Saturday after a four-day trading week. The New York Stock Exchange closed for Memorial Day on Monday. On normal days, the floor runs from 9:30 a.m. to 4 p.m. Eastern.
Palo Alto Networks Stock Gains 9%, with Tuesday the Next Marker

Palo Alto Networks Stock Gains 9%, with Tuesday the Next Marker

Palo Alto Networks shares jumped 9.28% to $281.69 on Friday, capping a choppy, shortened week. Investors bought in ahead of earnings and after the company wrapped up its acquisition of AI security startup Portkey. The stock hit an intraday high of $283.71, according to historical price data. Palo Alto shares just got another test after a big run. U.S. markets were shut Monday for Memorial Day. Still, Palo Alto managed to log an 8.1% gain across the four trading days ending Friday. AI-linked stocks once again moved the market last week.
Rolls-Royce Stock Extends Gains, Faces Test in Coming Days

Rolls-Royce Stock Extends Gains, Faces Test in Coming Days

Rolls-Royce Holdings closed out the shortened London week in the green, with shares rising for a fourth straight session. The aircraft-engine maker stayed near the top of the FTSE 100, even as the wider index dropped on Friday. Rolls-Royce shares finished Friday at 1,337.40p, up 1.73%. The stock logged gains each day from Tuesday through Friday. Compared to last Friday’s close at 1,248.80p, the shares added around 7.1% for the week. Trading volume hit about 70.6 million on Friday.
30 May 2026
Replimune jumps 85% after FDA opens up third dose for skin cancer therapy

Replimune jumps 85% after FDA opens up third dose for skin cancer therapy

Replimune Group shares rallied Friday afternoon. The company said it reached a deal with the U.S. Food and Drug Administration to resubmit RP1, its experimental advanced melanoma drug. Shares jumped $3.96, or roughly 85%, to $8.64 after hitting $9.05. The SPDR S&P Biotech ETF added about 0.8%. The surge gives the Woburn, Massachusetts biotech a new shot in the market just weeks after regulators rejected the drug again. The trade now moves from failed approval worries to questions around when the filing lands, how the FDA reviews it, and what evidence the agency may take this time.
3X AI Chip ETF surged from $100,000 to $1.28 million, but future gains get harder

3X AI Chip ETF surged from $100,000 to $1.28 million, but future gains get harder

Direxion Daily Semiconductor Bull 3X Shares traded just above $220 early Friday, down from a $224.63 close, according to market data. That follows a big run over the past year. 24/7 Wall St. estimated a $100,000 investment made on May 28, 2025, would have been worth around $1.28 million by May 27. AI-chip bets are spreading beyond Nvidia. U.S. equity funds brought in $1.97 billion during the week to May 27, Reuters reported. Technology funds saw $2.75 billion of inflows, making it eight weeks in a row. Nvidia recently pointed to strong demand for its AI chips.
Dell Technologies Stock Just Hit a Record. Wall Street Is Now Asking How Much AI Is Already Priced In

Dell stock catches Wall Street’s AI hardware attention

Dell Technologies stock rallied Friday after the company lifted its full-year forecast and posted strong quarterly results. The former PC giant has become a clear play on AI server demand in the public market. Dell shares traded at $404.55, up $87.50, after hitting a session high of $445.55. The move gives the company a market cap near $268 billion. More than 20 million shares had changed hands by late morning.
Opendoor Stock Faces a Hard Profit Test as CEO Says Turnaround Is Working

Opendoor stock gains on Russell 3000 move, but mortgage rates remain key

Opendoor Technologies Inc. was flat ahead of the open on Friday, trading at $5.08. Shares ended Thursday at $5.07. The action comes as traders focus on the stock’s June inclusion in the Russell 3000, with no new operating news out. Opendoor Technologies Inc. said May 27 it will be added to the Russell 3000 Index as part of the 2026 reconstitution, with the move effective after the U.S. market closes June 26. Opendoor said companies included in the Russell 3000 usually join either the Russell 1000 or Russell 2000, as well as related growth and value indexes.
Dimon signals possible return of $20 billion JPMorgan deal

Dimon signals possible return of $20 billion JPMorgan deal

JPMorgan Chase CEO Jamie Dimon said the bank could shell out $10 billion to $20 billion for a deal sometime in the next few years, according to Bloomberg Law. Dimon told Bloomberg the bank is “on the lookout” for an acquisition. JPMorgan looks to be holding more capital than necessary, according to Dimon. The bank is expecting $40 billion to $50 billion in excess capital above what regulations require. That’s as Washington loosens its grip on bank rules, giving big lenders more capacity for stock buybacks or acquisitions.
29 May 2026
HPE shares jump ahead of earnings after Dell’s AI server surge

HPE shares jump ahead of earnings after Dell’s AI server surge

Hewlett Packard Enterprise shares moved up sharply before the open Friday, getting a boost from a rally in Dell Technologies. Dell raised its annual outlook on higher demand for Nvidia-powered AI servers. Reuters put HPE up 23.5% ahead of the bell. Super Micro Computer was also higher in premarket, up 10.7%. Timing is key here. HPE will report fiscal second-quarter numbers on Monday, June 1. CEO Antonio Neri, CFO Marie Myers and head of investor relations Paul Glaser are set to appear on the company’s webcast for earnings.
STB Puts Union Pacific-Norfolk Southern Deal on Hold, Seeks More Details

STB Puts Union Pacific-Norfolk Southern Deal on Hold, Seeks More Details

Union Pacific and Norfolk Southern cleared a hurdle as the U.S. Surface Transportation Board said Thursday it would accept their revised filing on the planned $85 billion merger, but put the case on pause. The board told the rail firms they have to provide more information by July 27 before the main review can begin. Deal is still on the table, but the move puts off the launch of the first coast-to-coast freight rail network in the U.S. If regulators sign off, Union Pacific would take over Norfolk Southern, bringing their routes together for roughly 50,000 miles of track across 43 states.
US stock futures steady as Street eyes Fed and Dell jump

US stock futures steady as Street eyes Fed and Dell jump

Stock index futures mostly held steady early Friday, with Wall Street holding close to record levels as traders waited for details on a possible U.S.-Iran ceasefire extension. Premarket action also chased a jump in Dell Technologies. As of 4:46 a.m. ET, Dow E-minis had gained 37 points, or 0.07%. S&P 500 E-minis were up 2.5 points, or 0.03%, and Nasdaq 100 E-minis traded lower by 6 points, or 0.02%. Stocks paused after a run that put the S&P 500 and Nasdaq at new closing highs on Thursday. The S&P 500 rose 0.58% to 7,563.63, the Nasdaq gained 0.91% to 26,917.47 and the Dow finished up 0.05% at 50,668.97. All three closed at record levels. According to Reuters, the rally was sparked by word of a draft U.S.-Iran agreement. The deal would still need President Donald Trump’s approval, and Iran’s Tasnim news agency said the draft text wasn’t final yet.
Virgin Galactic Stock Bounces Back; SPCE Eyes Key Test

Virgin Galactic Stock Bounces Back; SPCE Eyes Key Test

Virgin Galactic Holdings shares traded at $4.53 before the New York open, after jumping 19.53% Thursday. That move pushed the stock to its highest close in weeks and was its fifth session in a row of gains. MarketWatch said 39.6 million shares changed hands, nearly four times the 50-day average. NYSE trading starts at 9:30 a.m. Eastern. Virgin Galactic is back to trading more on milestones than its cash burn. Investors are weighing if the company can shift from testing to revenue-generating spaceflights before the year ends, with a tight schedule that doesn’t allow much room for delay.
Nokia’s AI Rally Hits a Wall as Shares Slide Again in Helsinki

Nokia’s AI Rally Hits a Wall as Shares Slide Again in Helsinki

Nokia shares fell again on Friday, slipping more than the wider Finnish market as investors cut exposure after a sharp AI-led rally in the telecoms equipment maker. The stock was down 2.74% at 12.96 euros at 11:09 a.m. in Helsinki, with the day’s low at 12.93 euros. The OMX Helsinki 25, a price index of the 25 most actively traded Helsinki shares, was down 0.65% at 6,467.15.
Sivers Shares Spike 1,700% Before Short Sellers Move on Q1 Sales Miss

Sivers Shares Spike 1,700% Before Short Sellers Move on Q1 Sales Miss

Kista, Sweden, May 29, 2026, 10:08 CEST Sivers Semiconductors on Friday posted a 22% drop in first-quarter sales, after a year when the AI-linked stock rallied about 1,700%. Net sales fell to SEK 61.9 million from SEK 78.9 million. Adjusted EBITDA slipped further into the red, coming in at minus SEK 13.8 million. Both retail and short sellers have been trading the stock heavily this year.
29 May 2026
NetApp Up 13% After Strong Earnings, Citing AI Storage Demand

NetApp Up 13% After Strong Earnings, Citing AI Storage Demand

NetApp surged about 13% to near $161 in Thursday’s after-hours trade as the company topped Wall Street targets for its latest quarter. NetApp also issued a fiscal 2027 forecast that suggested higher demand from AI and cloud customers. The stock ended the regular session off 0.24% at $142.40. The move is notable as the AI trade starts to stretch past chips and servers into the data layer, where companies handle the big files behind AI models. It also came as markets were firm — the S&P 500 gained 0.6% for a record finish, and the Nasdaq was up 0.9%, AP reported.

Stock Market Today

  • ASML Hovering Near $1,800, Eyes on Possible Split
    July 4, 2026, 2:17 PM EDT. ASML shares are up more than 64% in 2026, finishing close to $1,800 per share. While the high price has put splits on the radar, there's no guarantee the company will act. Splits let retail traders buy in at lower prices, but with strong demand and a market cap nearing $700 billion, management isn't under pressure to move. Recent big orders from SK Hynix and Samsung Electronics show continued business momentum for ASML. Still, some investors say the focus should stay on fundamentals and risk, as splits can bring quick swings and profit-taking.
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