Today: 7 March 2026
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Marcin Frąckiewicz

CEO of TS2 Space and founder of TS2.tech. Expert in satellites, telecommunications, and emerging technologies, covering trends in space, AI, and connectivity.

Nvidia’s China H200 payment demand hits chip stocks premarket as Intel pops, TSMC sinks

Nvidia’s China H200 payment demand hits chip stocks premarket as Intel pops, TSMC sinks

Nvidia rose 1% premarket after requiring full upfront payment from Chinese buyers of its H200 AI chips, tightening terms as Beijing weighs approvals. TSMC fell 2.6%, AMD dropped 2%, and Intel jumped 6.4%. The PHLX semiconductor index hit a record high Tuesday. Samsung projected record Q4 profit on tight memory supply, with DRAM contract prices up 313% last quarter.
8 January 2026
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Space and Defense Stocks Jump as Trump Pitches $1.5 Trillion Military Budget, Despite Buyback Crackdown

Space and Defense Stocks Jump as Trump Pitches $1.5 Trillion Military Budget, Despite Buyback Crackdown

Lockheed Martin rose 7.2% and Northrop Grumman 7.5% in early premarket Thursday after President Trump called for a $1.5 trillion military budget for 2027. The gains followed steep losses Wednesday after Trump ordered a crackdown on dividends and buybacks at underperforming contractors. RTX climbed 4.9% and Kratos Defense 7.1%. Investors await Friday’s U.S. payrolls report and Pentagon guidance on the new rules.
8 January 2026
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Quantum Computing Stocks Slide in Premarket After D-Wave’s $550 Million Quantum Circuits Deal

Quantum Computing Stocks Slide in Premarket After D-Wave’s $550 Million Quantum Circuits Deal

D-Wave Quantum shares fell 3.5% premarket to $30.20 after announcing a $550 million cash-and-stock deal to acquire Quantum Circuits. IonQ, Rigetti, Quantum Computing Inc, and Arqit also traded lower. SEC filings detail a stock-price collar between $22.30 and $39.03 for the equity portion. The deal can be terminated if not closed by April 6.
8 January 2026
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Oil stocks slide before the open as Exxon flags up to a $1.2 billion hit — what to watch next

Oil stocks slide before the open as Exxon flags up to a $1.2 billion hit — what to watch next

Exxon Mobil dropped 2.1% and ConocoPhillips fell 3.3% in U.S. premarket trading after Exxon warned lower crude prices could cut Q4 upstream earnings by up to $1.2 billion. Brent crude edged up 6 cents to $60.02 a barrel, but analysts warned of a potential 3 million bpd surplus in early 2026. U.S. crude stocks fell 3.8 million barrels, while gasoline and distillate inventories jumped.
8 January 2026
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Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 08.01.2026

Royalty Pharma closed at $40.26, up 40% in a year, but a DCF model values shares at $179.83, about 77.6% higher. Camping World Holdings ended at $11.16, with a DCF value of $3.85, suggesting a 190% premium. Photronics traded at $31.78 after a 23.7% monthly gain; DCF analysis estimates intrinsic value at $19.02. Tanger raised $200 million in exchangeable notes and secured $550 million in term loans.
8 January 2026
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Chevron stock price forecast: CVX slips as $22 bln Lukoil bid talk and Venezuela oil control jolt the outlook

Chevron stock price forecast: CVX slips as $22 bln Lukoil bid talk and Venezuela oil control jolt the outlook

Chevron shares fell 0.9% to $155.17 after reports it may join a bid for Lukoil’s international assets. U.S. officials signaled plans to control Venezuelan oil sales “indefinitely,” as Chevron continues exports from the country. Brent crude dropped 1.3% to $59.94. The company’s next earnings call is set for January 30.
7 January 2026
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SoFi stock price forecast: BofA’s $20.50 target clashes with Barclays’ $28 as earnings loom

SoFi stock price forecast: BofA’s $20.50 target clashes with Barclays’ $28 as earnings loom

SoFi Technologies shares traded at $26.96 Wednesday afternoon after falling 7.9% Tuesday, with volume near 37.5 million. The company completed a 57.8 million share offering at $27.50 each on Jan. 5. Options activity surged, with call volume more than triple normal and implied volatility signaling a 14% move around Jan. 30 earnings. Analyst price targets ranged from $20.50 to $28.
7 January 2026
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BBAI stock price forecast: BigBear.ai slips under $6 as downgrade meets Jan. 16 note deadline

BBAI stock price forecast: BigBear.ai slips under $6 as downgrade meets Jan. 16 note deadline

BigBear.ai shares fell 6.6% to $5.99 Wednesday after Cantor Fitzgerald downgraded the stock and cut its price target to $6, citing competition and margin pressures. Traders are watching the Jan. 16 redemption of $125 million in convertible notes, which could add about 38 million shares to the market. Volume reached 32.8 million shares by mid-day. A special shareholder meeting is set for Jan. 22.
7 January 2026
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Uber stock price forecast: Robotaxi debut, analyst targets and the next catalysts for UBER

Uber stock price forecast: Robotaxi debut, analyst targets and the next catalysts for UBER

Uber shares rose 0.7% to $86.10 after unveiling a robotaxi with Lucid and Nuro at CES in Las Vegas. Wall Street remains divided on how quickly robotaxis could affect Uber’s margins, with price targets ranging from $73 to $110. Autonomous on-road testing began in December, with service launch planned in the Bay Area in late 2026. Investors await U.S. jobs data Jan. 9 and Uber’s earnings, expected Feb. 4.
7 January 2026
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Intel stock price forecast: INTC jumps on 18A chip rollout as a $50 target re-enters view

Intel stock price forecast: INTC jumps on 18A chip rollout as a $50 target re-enters view

Intel shares climbed 6.3% to $42.56 Wednesday after the company launched its Core Ultra Series 3 chips at CES, built on the new 18A manufacturing node. The move outpaced declines in major chip ETFs. Melius Research upgraded Intel to “buy” with a $50 target, though average analyst targets remain below the current price. Intel said systems with the new chips will be available globally starting January 27.
7 January 2026
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Microsoft stock price forecast: MSFT climbs as AI trade returns — payrolls and earnings in focus

Microsoft stock price forecast: MSFT climbs as AI trade returns — payrolls and earnings in focus

Microsoft shares rose 1.2% to $484.34 in Wednesday afternoon trading, tracking gains in big-cap tech as investors rotated back into AI-linked stocks. The Midcontinent Independent System Operator said it would use Microsoft technology to help manage its power grid. Microsoft shares remain below their 50-day moving average of $494.66. The company’s next earnings report is expected January 28.
7 January 2026
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