Today: 26 April 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.

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 08.03.2026

LIVEMarkets rolling coverageStarted: March 8, 2026, 12:00 AM ESTUpdated: March 8, 2026, 11:59 PM EDT CVB Financial (CVBF) Valuation Dips Amid Share Price Slide March 8, 2026, 11:53 PM EDT. CVB Financial's (CVBF) shares have dropped 12% in one month and 4% over three months, closing recently at $18.91. The Ontario, California-based bank reports annual revenue near $519 million and net income around $208 million. The stock trades at roughly 41% below an intrinsic value estimate of $23.50 and about 21% under analyst targets, raising questions about future growth expectations. Growth prospects hinge on the Specialty Banking group's expansion and
8 March 2026
Meta Stock Week Ahead: Why CPI, EU Pressure and AI Costs Could Drive the Next Move

Meta Stock Week Ahead: Why CPI, EU Pressure and AI Costs Could Drive the Next Move

Meta Platforms shares closed at $644.86 Friday, down 2.4%, after agreeing to allow rival AI chatbots on WhatsApp in Europe for a year amid ongoing EU antitrust scrutiny. The company faces rising costs, with 2026 capital spending projected up to $135 billion. Meta has secured major AI chip deals with AMD and Google. Regulatory pressures increased as Indonesia and an Indian state moved to restrict social media for minors.
7 March 2026
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Sandisk Stock (SNDK) Week Ahead: Why March 11 Matters

Sandisk Stock (SNDK) Week Ahead: Why March 11 Matters

Sandisk shares fell 6.8% Friday to $527.33, capping a 17% weekly drop amid a broad selloff in memory and storage stocks. Management is set to present at Cantor’s Global Technology & Industrial Growth Conference on March 11, the same day U.S. February CPI data is released. Micron, Western Digital, and Seagate also posted losses Friday. Western Digital retains about 1.7 million Sandisk shares after a recent secondary sale.
7 March 2026
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Apple Stock Week Ahead: March 11 Rollout and CPI Test AAPL After Friday Pullback

Apple Stock Week Ahead: March 11 Rollout and CPI Test AAPL After Friday Pullback

Apple shares closed at $257.46 ahead of the March 11 launch of the iPhone 17e, MacBook Neo, and new M5-based MacBook Air and Pro models. The $599 MacBook Neo marks a rare move down-market, targeting Chromebooks and budget Windows laptops. The launch coincides with the U.S. consumer price index report, as investors watch for inflation risks and market volatility driven by oil prices and weak jobs data.
7 March 2026
Palantir stock week ahead: Pentagon’s AI supplier crackdown puts PLTR in the crosshairs

Palantir stock week ahead: Pentagon’s AI supplier crackdown puts PLTR in the crosshairs

Palantir shares closed at $157.16 Friday after the Pentagon barred contractors from using Anthropic’s AI, raising questions about Palantir’s defense software that relies on Anthropic code. The U.S. General Services Administration also ended its Anthropic contract. Markets fell as oil surged and payrolls dropped. Investors await Wednesday’s U.S. inflation data and Pentagon guidance on the Anthropic ban.
7 March 2026
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Amazon stock week ahead: What traders watch after the Amazon outage and AWS’s new healthcare AI push

Amazon stock week ahead: What traders watch after the Amazon outage and AWS’s new healthcare AI push

Amazon resolved a software issue that caused a multi-hour shopping outage in the U.S., with the website and app now operating normally. The company’s stock fell 2.62% to $213.21 on Friday. AWS launched “Amazon Connect Health,” an AI tool for healthcare administration. U.S. inflation data due March 11 may affect Amazon and other tech stocks.
7 March 2026
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Nvidia Stock Price Week Ahead: Friday’s 3% Slide Sets Up CPI, TSMC Sales and GTC Test

Nvidia Stock Price Week Ahead: Friday’s 3% Slide Sets Up CPI, TSMC Sales and GTC Test

Nvidia shares closed at $177.82, down 3.0% Friday, as oil prices surged and a weak U.S. jobs report hit growth stocks. Broadcom and Marvell signaled strong AI chip demand, but Nvidia’s outlook and competition from AMD and in-house chips kept investors cautious. Nvidia adopted a new executive bonus plan tied to revenue. TSMC monthly sales and U.S. inflation data are due next week.
7 March 2026
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Tesla Stock Price Week Ahead: Why TSLA Faces a Robotaxi Reality Check, Europe Sales Test and CPI Risk

Tesla Stock Price Week Ahead: Why TSLA Faces a Robotaxi Reality Check, Europe Sales Test and CPI Risk

Tesla shares closed Friday at $396.73, down 2.2%. UK data showed February sales fell 37% year-on-year, with broader European results mixed. Bank of America resumed coverage with a Buy rating and $460 target, citing robotaxi potential. Stellantis, Toyota, and Subaru are not in Tesla’s 2026 EU carbon-credit pool after regulatory changes.
7 March 2026
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Microsoft Stock Price Week Ahead: Can MSFT Hold Near $409 as AI Demand Faces a CPI Test?

Microsoft Stock Price Week Ahead: Can MSFT Hold Near $409 as AI Demand Faces a CPI Test?

Microsoft shares closed at $408.96 Friday, down 0.4%, as the Nasdaq dropped 1.59% after a weak February jobs report. The company signed an 18-month AI partnership with Codelco on March 5. Investors are watching for Wednesday’s U.S. inflation data after recent signals of strong AI demand from Broadcom and Marvell.
7 March 2026
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Broadcom Stock Week Ahead: AVGO Price Faces Fresh Test After Earnings

Broadcom Stock Week Ahead: AVGO Price Faces Fresh Test After Earnings

Broadcom closed Friday down 0.7% at $330.48 after setting a new quarterly AI chip sales target of $10.7 billion and reporting Q1 AI revenue up 106% to $8.4 billion. The company forecast total Q2 revenue of about $22 billion, above estimates, and announced a $10 billion buyback. Marvell surged 18.3% while Nvidia fell 3.1%. U.S. stocks broadly declined as oil prices jumped and jobs data disappointed.
7 March 2026
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Micron Technology stock week ahead: 6.7% slide puts March 18 earnings and AI demand in focus

Micron Technology stock week ahead: 6.7% slide puts March 18 earnings and AI demand in focus

Micron Technology shares fell 6.7% to $370.30 Friday as the Nasdaq dropped 1.59% following a surprise U.S. jobs loss and a spike in oil prices. The company’s next earnings call is set for March 18, with traders watching for updates on high-bandwidth memory demand and supply chain risks. Micron recently began sampling a new low-power server-memory module co-designed with Nvidia.
7 March 2026
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Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 07.03.2026

LIVEMarkets rolling coverageStarted: March 7, 2026, 12:00 AM ESTUpdated: March 7, 2026, 11:59 PM EST TC Energy (TSX:TRP) Valuation Review Amid Recent Share Gains March 7, 2026, 11:06 PM EST. TC Energy (TSX:TRP) shares have climbed roughly 6.87% over 30 days and nearly 38% over one year, reaching around CA$86.59, slightly above its CA$84.41 fair value estimate. Despite short-term price fluctuations, momentum has built steadily. The company benefits from a solid asset base, stable earnings, and ongoing ESG initiatives, positioning it well in a shifting energy market. However, risks include project backlog execution challenges and potential shifts in natural gas
7 March 2026
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 06.03.2026

LIVEMarkets rolling coverageStarted: March 6, 2026, 12:00 AM ESTUpdated: March 6, 2026, 11:59 PM EST UniFirst (UNF) Shares Surge Amid Valuation Concerns After Strong Momentum March 6, 2026, 11:38 PM EST. UniFirst (UNF) shares surged to $259.17, reflecting a 27.61% gain over 30 days and 43.01% over 90 days, outpacing a modest 5-year total shareholder return of 5.09%. Despite strong recent momentum, analysts estimate a fair value of $197 based on projected 2.7% annual revenue growth over three years, suggesting the stock is overvalued. Investors face a key question: is the current price justified by future growth or already priced
6 March 2026
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 05.03.2026

LIVEMarkets rolling coverageStarted: March 5, 2026, 12:00 AM ESTUpdated: March 5, 2026, 11:59 PM EST Cresco Labs Q4 Loss Matches Estimates, Revenue Slightly Beats Expectations March 5, 2026, 11:54 PM EST. Cresco Labs Inc. (CRLBF) reported a fourth-quarter loss of $0.02 per share, aligning with Zacks estimates and representing a 14.16% earnings surprise. Revenues reached $161.55 million, slightly above the forecast by 0.26%, though down from $175.91 million a year ago. The medical-products company's shares have fallen 20.7% this year, underperforming the S&P 500's 0.4% gain. Despite the mixed results, the stock holds a Zacks Rank #4 (Sell), signaling expected
5 March 2026
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 04.03.2026

LIVEMarkets rolling coverageStarted: March 4, 2026, 12:00 AM ESTUpdated: March 4, 2026, 11:59 PM EST Sensex and Nifty Gain Amid Crude Oil Concerns and Middle East Conflict March 4, 2026, 11:46 PM EST. Indian stock markets opened higher despite ongoing Middle East tensions and rising crude oil prices. The S&P BSE Sensex rose 245.39 points to 79,361.58, while the NSE Nifty50 gained 85.50 points to 24,566. Early gains followed a recovery in Asian markets and positive signals from U.S. and Korean stocks. Analysts attributed the rebound to "bottom fishing" after recent sharp declines driven by geopolitical risks and higher oil
4 March 2026
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 03.03.2026

LIVEMarkets rolling coverageStarted: March 3, 2026, 12:00 AM ESTUpdated: March 3, 2026, 11:59 PM EST Ross Stores Q4 CY2025 Sales Beat Estimates, Shares Rally March 3, 2026, 5:09 PM EST. Ross Stores (NASDAQ:ROST) exceeded Wall Street expectations in Q4 CY2025 with sales rising 12.2% year-on-year to $6.64 billion, surpassing analyst estimates by 3.2%. The off-price retailer also posted a GAAP earnings per share of $2, 4.9% above forecasts. Same-store sales increased 9%, significantly improving from 3% in the prior year quarter. Despite adjusted EBITDA missing estimates by 9.4%, free cash flow margin rose to 13.9% from 11.4%. Ross expanded its
3 March 2026
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 02.03.2026

LIVEMarkets rolling coverageStarted: March 2, 2026, 12:00 AM ESTUpdated: March 2, 2026, 11:59 PM EST Bank of Montreal Undervalued After 40% Rally, Says Excess Returns Model March 2, 2026, 11:34 PM EST. Bank of Montreal (TSX:BMO) shares have surged 40.5% over the past year, prompting debate on valuation. Despite this strong run, an Excess Returns model indicates the stock is about 28.2% undervalued, suggesting investors may still find value. The model compares the bank's return on equity, averaging 12.97%, with its cost of equity, revealing earnings exceed investor risk expectations. Shares recently closed at CA$198.90, below the intrinsic value of
2 March 2026
Dubai Real Estate Forecast After Iran Strikes: What Investors Watch as UAE Markets Reopen

Dubai Real Estate Forecast After Iran Strikes: What Investors Watch as UAE Markets Reopen

Debris from Iranian drone and missile strikes damaged Dubai International Airport, the Burj Al Arab, and Palm Jumeirah, forcing flight suspensions and disrupting travel. Dubai’s main stock index closed down 1.8% on Friday, led by a 4.1% drop in Emaar Properties, before the attacks. February property sales reached AED 60.6 billion, according to Dubai Land Department data. UAE equity markets remain closed until Monday.
1 March 2026
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Gas Prices Forecast After Iran Attack: Will U.S. Gasoline Top $3 This Week?

Gas Prices Forecast After Iran Attack: Will U.S. Gasoline Top $3 This Week?

U.S. gasoline prices are expected to climb above $3 a gallon this week after strikes on Iran disrupted oil markets and halted some shipments through the Strait of Hormuz. Brent crude traded about 10% higher near $80 a barrel in off-exchange deals Sunday. Retail pump increases are likely to appear gradually, with futures reopening at 6 p.m. ET Sunday. Tanker owners and major carriers have suspended transits after Iran warned ships not to pass.
1 March 2026
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Oil prices brace for a volatile week after Iran strikes: Hormuz disruption and OPEC+ output move in focus

Oil prices brace for a volatile week after Iran strikes: Hormuz disruption and OPEC+ output move in focus

OPEC+ agreed to raise oil output by 206,000 barrels per day as tanker operators paused or rerouted shipments after Iran warned the Strait of Hormuz was closed. Major Japanese shipping lines halted transits in the area. Oil markets are closed until Monday, when traders expect sharp price moves. No confirmed damage to infrastructure, but tanker rates have surged.
1 March 2026
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Stock Market Today

  • Dynatrace (DT) Shows 24% Decline Over Year, Yet DCF Model Suggests Undervaluation
    April 25, 2026, 9:01 PM EDT. Dynatrace's share price fell 24% over the past year, closing at $35.29 with declines spanning 7 days to year-to-date. Investors are reassessing software companies like Dynatrace amid evolving growth expectations and valuations of recurring revenue models. A discounted cash flow (DCF) analysis by Simply Wall St estimates Dynatrace's intrinsic value at $62.69 per share, 43.7% above its current price. The DCF approach projects free cash flow growth from $465 million to over $1 billion by 2031. Despite recent price weakness, the model indicates potential undervaluation, though market sentiment remains cautious. Investors may consider monitoring Dynatrace alongside peer firms to assess risks and opportunities amid changing software sector dynamics.

Latest article

Lockheed Martin Gets Golden Dome Opening as Profit Worries Bite

Lockheed Martin Gets Golden Dome Opening as Profit Worries Bite

26 April 2026
Lockheed Martin was named among firms awarded up to $3.2 billion for President Trump’s Golden Dome space-based missile interceptor plan, Space Systems Command said. The company reported weaker first-quarter results, with $18 billion in sales and negative free cash flow. Space Force aims to show initial interceptor capability in 2028. Golden Dome’s total cost is projected at $185 billion.
ASML Stock’s AI Boom Has a Catch: TSMC Won’t Rush the $410 Million Machine

ASML Stock’s AI Boom Has a Catch: TSMC Won’t Rush the $410 Million Machine

26 April 2026
ASML shares rose 2.3% in Amsterdam late Friday as the company reported Q1 net sales of €8.8 billion and raised its 2026 sales outlook to up to €40 billion. TSMC, ASML’s top customer, said it would delay adopting ASML’s new High-NA EUV machines, priced at over €350 million each, preferring to extend use of existing tools. ASML aims to deliver at least 60 standard EUV machines in 2026.
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