Today: 27 June 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.

Broadcom’s $2 Trillion AI Call Gets 7.5% Test Next Week

Broadcom’s Google AI chip contract takes on new weight as JPMorgan defends stock

Broadcom shares slid to $396.72 midday Monday, down $14.63, as investors weighed JPMorgan’s defense of its Google AI chip program against concerns over customer concentration and a broader reset in high-valuation AI infrastructure stocks, despite Broadcom forecasting over 200% AI semiconductor revenue growth for Q3 and securing multi-year supply deals with Google and Anthropic.
22 June 2026
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Strategy Bitcoin Buy Draws Focus to Saylor’s Cash-Reserve Move as STRC Under Pressure

Strategy Bitcoin Buy Draws Focus to Saylor’s Cash-Reserve Move as STRC Under Pressure

Strategy Inc sold $335.5 million in common stock—nearly ten times its $34.9 million bitcoin purchase—boosting cash reserves to $1.4 billion as investors focus on the struggling STRC preferred shares, which remain below par and could raise funding costs if not stabilized; both bitcoin buys and reserve growth were funded by common-stock sales, shifting attention to capital access over bitcoin accumulation.
22 June 2026
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MARA Holdings surges with bitcoin rebound, puts power-asset values in focus

MARA Holdings surges with bitcoin rebound, puts power-asset values in focus

MARA surged 12.8% to $16.04—far outpacing bitcoin’s 2.1% rise—after Nasdaq reopened from Juneteenth, as investors rewarded the miner’s operating leverage and power assets; only 7% of the stock’s $686 million market-cap gain was explained by its bitcoin holdings, signaling the market’s focus on MARA’s potential in data centers and AI infrastructure amid weak bitcoin ETF flows.
22 June 2026
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Definium Therapeutics (DFTX) jumps in premarket on Phase 3 depression trial

Definium Therapeutics (DFTX) jumps in premarket on Phase 3 depression trial

Definium Therapeutics (DFTX) soared 64.2% pre-market to $40.19 after its Phase 3 Emerge trial showed DT120, an LSD-based tablet, achieved an 8.1-point placebo-adjusted benefit in major depressive disorder at week six, surpassing analyst expectations; investors now await results from a second trial and regulatory review, with approval and market access risks still ahead.
22 June 2026
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Western Digital (NASDAQ: WDC) rises as storage shortage plays out

Western Digital (NASDAQ: WDC) rises as storage shortage plays out

Western Digital surged 4.86% to $746.23 as investors chased the AI storage scarcity trade and anticipated the June 22 exchange of remaining Sandisk shares for WDC stock, adding $11.9 billion in equity value—over three times fiscal Q4 revenue guidance—while the market paid up for durable pricing and 51%-52% gross margin targets, despite risks if shortages or pricing ease.
22 June 2026
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China Targets NASDAQ: RCAT and NYSE: MP Pre-Market—But Just One Shares Drops

China Targets NASDAQ: RCAT and NYSE: MP Pre-Market—But Just One Shares Drops

China’s immediate ban on dual-use exports to Red Cat Holdings (NASDAQ: RCAT) and Teal Drones triggered a pre-market drop of 0.79% to $11.35 on thin volume, as investors reacted to supply-chain risk, while MP Materials (NYSE: MP) rose 1.02% after confirming minimal China exposure; the market is repricing based on each company’s actual reliance on Chinese-origin components.
22 June 2026
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Intel Beats AMD for Week After Trump Comments on Apple Chips

Intel stock enters week at record high after Apple chip report, Micron test ahead

Intel surged 10.64% to a record $133.99 after President Trump said Apple agreed to work with Intel on U.S. chip design and manufacturing, though neither company confirmed details; investors await proof of large customer orders and factory execution as the stock’s rally outpaces current earnings and risks remain over the scale and timing of any Apple partnership.
21 June 2026
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SpaceX Stock Risks Build as ARK ETF Flows, Retail Rules and Lockups Test IPO Rally

SpaceX Stock Risks Build as ARK ETF Flows, Retail Rules and Lockups Test IPO Rally

SpaceX ended its first public week at $185, up 37% from its $135 IPO price but down from Tuesday’s $225.64 high, as index inclusion and ETF flows drive demand while looming lock-up releases and the first earnings report threaten new supply and volatility, with Moody’s, Fitch, and S&P giving investment-grade ratings but skeptics warning on valuation.
21 June 2026
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Stock Market Today

  • Eli Lilly's Market Value Surges $76 Billion After Jaypirca European Approval and Medicare GLP-1 Coverage
    June 27, 2026, 10:19 AM EDT. Eli Lilly (NYSE:LLY) saw its stock jump 7.13% to close at $1,208.12 on June 26, 2026, adding roughly $75.7 billion in market value. The spike followed the European Medicines Agency's positive opinion on Jaypirca, a blood-cancer drug, and the pending U.S. FDA decision. Jaypirca's Q1 sales were $165 million, modest compared to the $8.66 billion from diabetes drug Mounjaro and $4.16 billion from obesity drug Zepbound. The U.S. Centers for Medicare & Medicaid Services starts the GLP-1 Bridge program on July 1, providing weight control drugs like Foundayo and Zepbound for $50 per fill for eligible Medicare patients. Health-care stocks rallied in response, with sector ETFs gaining sharply amid broader market tech weakness.

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