Today: 29 June 2026

Marcin Frąckiewicz

Marcin Frąckiewicz is the founder and CEO of TS2 Space, a satellite communications company serving customers around the world. A graduate of the Warsaw School of Economics (SGH), he has more than two decades of experience in telecommunications, satellite services and technology ventures. He writes about satellite communications, space technology, artificial intelligence and the stock market, with a particular focus on technology companies, semiconductors, emerging industries and the trends shaping global innovation.

Bloom Energy (NYSE:BE) heads into short week after Russell index drop

Bloom Energy (NYSE:BE) heads into short week after Russell index drop

Bloom Energy (NYSE:BE) plunged 18.5% Friday on record volume as FTSE Russell moved the stock from the Russell 2000 to the Russell 1000; the drop erased $26.7 billion in market value, leaving Bloom trading near 20 times its 2026 revenue guide and at 123 times non-GAAP EPS guidance, spotlighting valuation risks for investors as new index membership takes effect Monday.
28 June 2026
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UiPath (NYSE:PATH) shares see heavy trading after Friday’s jump as buyback calculations come into focus

UiPath (NYSE:PATH) shares see heavy trading after Friday’s jump as buyback calculations come into focus

UiPath closed up 6.04% at $10.53 Friday, with weekly trading volume equal to 57% of its diluted share count, but shares remain 8.2% below the company’s average first-quarter buyback price of $11.47; with $500 million authorized for repurchases, every $100 million at current prices retires more shares, making buyback efficiency a key factor as revenue and ARR growth remain in the low-teens.
28 June 2026
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US stocks look to jobs data as traders shift from AI tech

US stocks look to jobs data as traders shift from AI tech

Semiconductor stocks plunged 7.9% last week, their worst performance since April, dragging the S&P 500 down 2.05% as investors pulled nearly $20 billion from tech funds; strategists warn that continued weakness in mega-cap tech could weigh on cap-weighted indexes even as smaller stocks rally, with upcoming jobs data and rate expectations posing further risks.
28 June 2026
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Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 28.06.2026

LIVEMarkets rolling coverageStarted: June 28, 2026, 4:00 AM EDTUpdated: June 29, 2026, 1:41 AM EDT ASML Set to Join $1 Trillion Market Cap by 2028 Amid AI Boom June 29, 2026, 1:35 AM EDT. Dutch semiconductor giant ASML, currently the world’s 20th-largest company with a market cap of $693 billion, is projected to join the $1 trillion club by 2028. ASML dominates the lithography equipment market essential for chip manufacturing, holding a 90% market share, and its extreme ultraviolet (EUV) machines are crucial to leading chipmakers like Taiwan Semiconductor and Samsung. The semiconductor market is expected to exceed $1 trillion
28 June 2026
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Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 27.06.2026

LIVEMarkets rolling coverageStarted: June 27, 2026, 4:00 AM EDTUpdated: June 28, 2026, 3:59 AM EDT Ashish Kyal Sees Bank Nifty Targeting 60,000, Advises Caution on Logistics Stock June 28, 2026, 3:53 AM EDT. Ashish Kyal, CEO of Waves Strategy Advisors, forecasts Bank Nifty reaching 60,000, with support at 57,000. He expects Nifty 50 to consolidate for 2-3 days, holding 23,820 as support and facing resistance at 24,200. Kyal highlights banking and financial sectors could outperform the broader market in coming weeks. He also cautions against investing in a logistics stock due to overstretched valuations, urging investors to remain selective amid
27 June 2026
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US futures edge lower ahead of Russell index reshuffle as chip stocks see selling

US stocks: After-hours chips slump overshadows gains ahead of jobs data

PHLX chip index plunged 5.3% Friday and 7.9% for the week as surging memory costs hit device makers like Apple, driving $20 billion in tech fund outflows and raising inflation fears, while S&P 500 advancers outnumbered decliners and after-hours trading showed no clear tech rebound.
27 June 2026
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SpaceX (NASDAQ:SPCX) falls after IPO, Russell growth funds left with $73 billion exposure

SpaceX (NASDAQ:SPCX) falls after IPO, Russell growth funds left with $73 billion exposure

SpaceX’s Russell index debut assigns 90.4% of its $80.9 billion notional to growth funds, forcing passive Russell trackers to buy over $4 billion of shares, while the stock trades 32% below its post-IPO high at $153.23; Nasdaq-100 eligibility on July 6 could trigger more index demand, but S&P 500 trackers remain sidelined due to eligibility rules.
27 June 2026
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Stock Market Today

  • ASML Set to Join $1 Trillion Market Cap by 2028 Amid AI Boom
    June 29, 2026, 1:35 AM EDT. Dutch semiconductor giant ASML, currently the world's 20th-largest company with a market cap of $693 billion, is projected to join the $1 trillion club by 2028. ASML dominates the lithography equipment market essential for chip manufacturing, holding a 90% market share, and its extreme ultraviolet (EUV) machines are crucial to leading chipmakers like Taiwan Semiconductor and Samsung. The semiconductor market is expected to exceed $1 trillion by 2030. ASML's net sales growth at around 15% annually could push revenues beyond $75 billion by 2030. Analysts, including Bank of America, foresee potentially higher figures, underscoring ASML's competitive edge due to its advanced technology and key role in the AI-driven chip surge.

Latest articles

Trump-era loan caps could open door for private lenders in grad school market

Trump-era loan caps could open door for private lenders in grad school market

29 June 2026
July 1 federal loan caps slash Grad PLUS access, forcing many graduate and professional students to seek private loans; Sallie Mae projects up to 70% origination growth over several years, while SoFi reports record student-loan volume—investors now face a real-time test of how much demand shifts to private lenders as federal limits hit.
IREN Limited (NASDAQ:IREN) slides as Warriors badge faces AI revenue test

IREN Limited (NASDAQ:IREN) slides as Warriors badge faces AI revenue test

29 June 2026
IREN Limited (NASDAQ:IREN) plunged 21.3% to $47.21 over five straight down days despite announcing a record $50M+ annual Warriors jersey deal, as investors focused on the company’s not fully contracted $4.4B target ARR and high short interest at 19.74% of float, with Friday’s close near the lowest analyst target.
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