Leokadia Głogulska

Leokadia Głogulska is a financial and technology journalist at TS2.tech. Her coverage ranges from stocks and artificial intelligence to space technology and developments across global markets. She graduated from Wrocław University of Economics and Business and worked in financial analysis before becoming a business journalist.

ASML ups 2026 outlook, pointing to possible €13–16 billion Q4

ASML Holding NV bumped up its 2026 sales outlook Wednesday, but focus from investors has moved to delivery, not just demand. By backing out the Dutch chip equipment maker’s new targets, fourth-quarter sales look set to hit €12.9 billion to €15.9 billion, putting them at least 33% over the company’s old quarterly high.

15 July 2026

AMS:ASML·Earnings Reports·European Markets·Financial Forecasts·Semiconductors

India Crypto Trading Volume Grows to 2.4x Investor Holdings as Taxes Push Futures

Crypto turnover in India is now close to $5 billion a day, up from what analysts say was about $2.1 billion in Indian digital asset holdings at the end of May. The difference suggests much of the activity is coming from brisk futures trading, not new investment, as traders look for a lighter tax hit than they get with spot transactions.

15 July 2026

Cryptocurrency

IREN (NASDAQ:IREN) Stock Lags AI and Bitcoin Rallies as Investors Price a $1.3 Billion Execution Gap

IREN Limited closed 1.0% lower at $38.59 on Tuesday even as NVIDIA Corp gained 4.1%, bitcoin was up 4.0% and the Nasdaq Composite added 0.9%. IREN has fallen 10.3% from its July 8 close. The split suggests investors are looking past its AI-and-crypto exposure and pricing the harder part: funding and delivery.

15 July 2026

Cryptocurrency·NASDAQ:IREN·Stock Market

Dell Technologies (NYSE:DELL) stock jumps as enterprise budgets pivot to AI hardware

Dell Technologies Inc. climbed 5.8% on Tuesday, adding about $16.2 billion in market value, after preliminary results from International Business Machines Corp. showed large customers shifting late-June spending toward servers, storage and memory. The move gives Dell investors a fresh demand signal from outside the company.

14 July 2026

Artificial Intelligence·NASDAQ:SMCI·NYSE:DELL·NYSE:HPE·NYSE:IBM·Stock Market

NextCure stock surge puts cash payout and 1.21% Avere stake under the lens

NextCure, Inc. shares nearly tripled on Tuesday after the cancer-drug developer agreed to merge with privately held Avere Therapeutics and pair the transaction with a $320 million financing. Yet current holders are expected to own just 1.21% of the combined company, making the rally a wager on a possible cash distribution, a contingent-value right and a higher public valuation for Avere—not merely the financing headline.

14 July 2026

Biotechnology·NASDAQ:NXTC·Stock Market

UiPath (NYSE:PATH) Shares Bounce Back After IBM-Driven Selloff, Hover Near Buyback Price

UiPath bounced from a 5.7% morning drop and was up 1.1% at $11.98 at 10:53 a.m. EDT Tuesday, a 7.3% swing from session lows. The company's investor-relations page listed no new updates since June 16. That left valuation and capital returns as the only clear catalysts. The move came without any new announcement.

14 July 2026

NYSE:PATH·Stock Market·Technology

Soft CPI data trims Fed rate hike bets, high real yields weigh on stocks

Treasury yields fell back on Tuesday after June inflation came in softer than expected, cutting odds for a near-term Fed hike. But investors got a mixed message. Most of the recent move up in long-term yields was tied to higher real rates, not rising long-term inflation bets. The market bounced, but only for now.

14 July 2026

Federal Reserve·Inflation·Stock Market

Oracle (NYSE:ORCL) faces a $95 billion cash hurdle on its $638 billion backlog

Oracle Corporation heads into Tuesday with contracted backlog running 68% ahead of its market cap. But its planned gross capex can top a full year’s forecasted sales. The backlog-to-market-cap ratio isn’t a standard metric and signals how steep the market’s discount is on the time and cost for Oracle to convert those AI deals into revenue.

14 July 2026

NYSE:ORCL·Stock Market

National Grid Stock Reclaims 84% of Its AI-Deal Drop as £70 Billion Funding Test Comes Into Focus

National Grid plc shares traded around 1,242 pence on Tuesday ahead of its 11:00 BST annual meeting, where shareholders are due to adopt updated articles carrying a £70 billion group borrowing limit, up from £55 billion. The higher ceiling was approved at the 2025 AGM, so Tuesday’s resolution implements an earlier vote rather than unveiling fresh financing.

14 July 2026

Artificial Intelligence·LSE:NG·LSE:SSE·Stock Market

MoneySimpler AI Trading Bot Lists Up to 4% a Day, Putting Audit Claims in Focus

MoneySimpler launched a no-code cryptocurrency trading bot on Monday while its website listed short contracts with daily returns equal to 1.25% to 4% of principal — the original stake — and a refund of that stake. Markets Insider carried the announcement as a GlobeNewswire press release and said its editorial teams were not involved. The economics, rather than the coding-free interface, are the investor story.

14 July 2026

ASX:ANZ·Financial Technology

Micron’s $60 Billion Selloff Reveals the 2028 Margin Bet Behind Its ‘Cheap’ Stock

Micron Technology fell 5.3% to $927.10 at 1:51 p.m. EDT on Monday, after touching $902.64, a drop of 7.8%. The retreat erased about $59.8 billion from its equity value compared with Friday’s close as a semiconductor selloff that began in Asia reached U.S. trading.

13 July 2026

NASDAQ:MU·Semiconductors·Stock Market·Technology

Cramer Ties Walmart Buy Case to Q2 Numbers as Shares Trade at $642 Billion Valuation

Walmart Inc. traded up 0.6% at $114.60 on Monday afternoon, for a market cap near $916.7 billion. A fresh discounted cash flow, or DCF, estimate now values the stock at $34.35 a share. With about 8 billion shares out there, that leaves a valuation gap of around $642 billion.

13 July 2026

Earnings Reports·NASDAQ:WMT·Stock Market

CHPY vs DRAM: YieldMax Holds Up in an 8% Rout, but 62% of Its 2026 Payouts Were Estimated Return of Capital

The YieldMax Semiconductor Portfolio Option Income ETF fell 3.15% around 11 a.m. EDT on Monday, less than half the 8.23% slide in the Roundhill Memory ETF, as investors cut exposure to this year’s memory-chip rally. SK Hynix sank 15.4% in Seoul, while Micron Technology dropped 6.4% in early U.S. trade.

13 July 2026

BATS:DRAM·Dividend Investing·ETFs·NYSEARCA:CHPY·Stock Market

Boeing stock’s 10-week buying streak represents just 1% of a day

Citizens Financial Group almost doubled its Boeing Co. stake, according to a Monday report, but the trade isn’t fresh. The filing was signed May 1 and details holdings as of March 31. No indication of a new purchase this week.

13 July 2026

NYSE:BA·Stock Market

TSMC posts 68% sales jump in June, but investors eye $83B test ahead

Taiwan Semiconductor Manufacturing Co, or TSMC, reported second-quarter revenue of NT$1.270 trillion, up 36.0% year on year. June revenue jumped 67.9%, but the key figure is the quarter-on-quarter lift—up 12.0% from Q1 2026.

13 July 2026

Semiconductors·Stock Market·TPE:2330

Barclays’ £262 million buyback was a standout but the edge is fading

Barclays PLC would need about £262 million more to buy back the same number of shares at Monday's price than it paid in its two buyback programs earlier this year, filings show. The bank bought and cancelled 344.9 million shares for a total of around £1.5 billion at an average price of 434.9 pence. At 510.8p, buying that amount would now cost £1.762 billion. This is a hypothetical difference—Barclays can’t book it as a gain.

13 July 2026

LON:BARC·Share Buybacks·Stock Market

BP Stock Jumps 2% Before Q2 Update — The Cash Test Behind Its Shell Catch-Up

BP PLC rose 2.1% to 492.85 pence by 0948 BST on Monday, beating a 0.9% rise in Shell PLC to 3,066.5 pence as fresh U.S.-Iran attacks lifted crude. Brent had topped $79.70 before easing to $78.75. “Hormuz is the market’s pressure point,” Tickmill analyst Patrick Munnelly said.

13 July 2026

LSE:BP.·LSE:SHEL·Oil Industry·Stock Market

Maine Home Prices Hit Record $436,000 — and the Fastest Gains Aren’t on the Coast

Maine’s median price for an existing single-family home hit a record $436,000 in June, up 2.6% from a year earlier, as sales rose 7.3%. Yet the sharpest second-quarter price gains came in western Maine’s Oxford and Franklin counties, not the far more expensive York and Cumberland markets.

13 July 2026

Real Estate

AT&T’s “186% Buy” Headline Masks a Merger — Its Drone Test Is the Real Investor Story

A Monday alert that cast Fifth Third Bancorp’s reported position in AT&T Inc. as a 186% surge mostly captured a bank merger, not a rush to buy the telecom stock. After adjusting for Fifth Third’s takeover of Comerica, the combined holding actually fell by 16,488 shares, or 0.6%, during the first quarter.

13 July 2026

NYSE:T·Stock Market·Technology

Alaska Airlines leans into Portland with 97% Tampa push

Alaska Air Group is set to launch daily flights from Portland to Tampa starting Nov. 20, running through March 28, 2027, and will also begin daily Portland-Wenatchee service on Oct. 3. The carrier’s new routes look even geographically, but the numbers favor Tampa.

13 July 2026

Airlines·NYSE:ALK

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