Today: 23 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.

Alphabet’s $5B AI Cloud Push Gets Wall Street Scrutiny; Google Shares Drop

Alphabet’s $5B AI Cloud Push Gets Wall Street Scrutiny; Google Shares Drop

Alphabet Class A shares fell 2.3% to $387.66 Tuesday after Google announced new Gemini AI models, paid subscription tiers, and a $5 billion Blackstone-backed AI cloud venture. The stock had traded as high as $401.71 intraday. Google also cut prices on its top AI subscription plans and introduced Gemini 3.5 Flash, but the stronger 3.5 Pro model remains unreleased.
Nvidia Earnings Date Locked In as Wall Street Awaits AI Stock Moves

Nvidia Earnings Date Locked In as Wall Street Awaits AI Stock Moves

Nvidia will report fiscal first-quarter earnings after markets close Wednesday, with analysts expecting revenue near $79 billion, up almost 80% from a year ago. Options traders are pricing a 6.5% one-day move in Nvidia shares, or about $355 billion in market value. Shares closed Tuesday at $220.61, valuing the company at $5.4 trillion. Investors are watching for guidance on AI data center spending and competition in AI chips.
Wall Street’s Top Picks for U.S. Stocks as Yields Stay High

Wall Street’s Top Picks for U.S. Stocks as Yields Stay High

U.S. stocks fell Tuesday as the 10-year Treasury yield reached its highest point since January 2025, pressuring growth shares. Nvidia drew the most attention ahead of its earnings, with options markets pricing in a possible $355 billion swing in value. Dell highlighted new AI infrastructure partnerships, while ServiceNow received a fresh Buy rating from Bank of America.
Nvidia’s Earnings Could Make or Break the AI Stock Trade

Nvidia’s Earnings Could Make or Break the AI Stock Trade

Nvidia rose 0.8% ahead of its earnings report, while CoreWeave dropped 3.7% after Google and Blackstone announced a $5 billion U.S. AI cloud venture using Google’s custom TPUs. The new venture will offer 500 megawatts of data-center capacity by 2027. AMD and Micron also gained, but Microsoft and Broadcom slipped. Investors are watching whether Nvidia can maintain dominance as competition in AI inference intensifies.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 19.05.2026

Warner Bros. Discovery shares traded at $27.10 on May 19, about 10% below some intrinsic value estimates but above a cited fair value of $18.17. The company reported $37.2 billion in annual revenue and a $1.7 billion loss. Analysts remain split on valuation amid merger talks with Paramount and ongoing regulatory uncertainty. Discounted cash flow models value the stock at $30.04.
XRP Slides; $1.38, ETF Inflows and Washington on Traders’ Radar

XRP Slides; $1.38, ETF Inflows and Washington on Traders’ Radar

XRP traded near $1.39 early Monday, down 2.29% over 24 hours, as a broad crypto selloff hit bitcoin and ether. Spot XRP ETFs saw $60.5 million in net inflows last week, but the token extended its slide from Friday’s close near $1.43. Total crypto market value dropped 3.8% to $2.56 trillion, with over $661 million in liquidations. Traders are watching U.S. crypto legislation and upcoming Fed minutes.
18 May 2026
Bitcoin Drops $80,000 With Focus Turning to Bonds

Bitcoin Drops $80,000 With Focus Turning to Bonds

Bitcoin dropped 2.1% to $76,753 early Monday, nearing a two-week low as rising oil prices, higher bond yields, and $661 million in forced crypto liquidations hit risk appetite. U.S. 10-year Treasury yields rose to 4.631% and Brent crude traded near $110.50 a barrel amid Gulf tensions. Ether fell 3% to $2,114. The Federal Reserve will release meeting minutes Tuesday.
18 May 2026
Nvidia, Microsoft, Walmart shares face a key test this week

Nvidia, Microsoft, Walmart shares face a key test this week

U.S. stock futures fell Monday as oil hovered near $110 a barrel and Treasury yields climbed. Nvidia dropped $10.44 in premarket trading to $225.32 ahead of its earnings report, while Microsoft rose $12.50 to $421.92 after Pershing Square disclosed a new stake. Walmart slipped $1.02 to $131.45 before its results due Thursday. Regular trading was set to open at 9:30 a.m. in New York.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 18.05.2026

LIVEMarkets rolling coverageStarted: May 18, 2026, 4:00 AM EDTUpdated: May 19, 2026, 3:59 AM EDT Nippon Steel Seen 11.9% Undervalued Following Share Price Pullback May 19, 2026, 3:59 AM EDT. Nippon Steel’s shares have declined 15.6% year-to-date, yet Discounted Cash Flow (DCF) analysis indicates the stock trades at an 11.9% discount to intrinsic value, suggesting it may be undervalued. Despite a 2.2% drop over the past week and lagging peer returns, the company’s long-term gains remain robust with 9.3% over three years and 71.5% over five years. The share price dip appears driven by sector sentiment and recalibrated investor expectations
18 May 2026
OpenAI Faces New Valuation Hurdle in $1 Trillion IPO Push

OpenAI Faces New Valuation Hurdle in $1 Trillion IPO Push

Anthropic has agreed to a $30 billion funding round at a $900 billion valuation, surpassing OpenAI’s last reported $852 billion mark, the Financial Times reported. OpenAI closed a $122 billion round in March and announced a new deployment company with $4 billion in backing. U.S. stock markets remain closed until Monday. SoftBank reported $45 billion in cumulative gains from its OpenAI stake.
Anthropic’s $900 Billion Fundraising Draws Attention to IPO Timeline

Anthropic’s $900 Billion Fundraising Draws Attention to IPO Timeline

Anthropic has reportedly agreed to terms for a $30 billion funding round valuing the company at about $900 billion, according to the Financial Times. The deal, if completed, would nearly triple its last confirmed valuation of $380 billion in February. The Wall Street Journal said the round is led by Greenoaks, Sequoia, Dragoneer, and Altimeter, and could exceed the $30 billion target.
SpaceX IPO: BlackRock Talks, 5-for-1 Split Hint at $1.75 Trillion Deal

SpaceX IPO: BlackRock Talks, 5-for-1 Split Hint at $1.75 Trillion Deal

SpaceX plans to debut on Nasdaq as early as June 12 under the ticker SPCX, targeting about $75 billion in proceeds at a $1.75 trillion valuation. Shareholders approved a 5-for-1 stock split, with processing expected by May 22. BlackRock has discussed a possible $5 billion to $10 billion investment, though no agreement is final. SpaceX aims to release its prospectus as early as Wednesday.
Hanmi Financial Shares Dip Ahead of Dividend Week as Trade Pulls Back

Hanmi Financial Shares Dip Ahead of Dividend Week as Trade Pulls Back

Hanmi Financial closed Friday at $29.09, down 0.72% on the day and 4.2% for the week, outpacing the broader regional bank selloff. The company’s $0.28-per-share dividend is set for payment May 20. Hanmi reported first-quarter net income of $22.6 million, with deposits up 1.8% to $6.8 billion. Rising bond yields and renewed inflation concerns pressured regional bank stocks.
17 May 2026
E-Power Shares Slide as EPOW Ends Day at 66 Cents

E-Power Shares Slide as EPOW Ends Day at 66 Cents

E-Power Inc. shares closed at $0.66 Friday, down 7.04%, after its annual report showed a 28.59% drop in net revenue to $46.4 million and a widened net loss of $26.66 million, citing “substantial doubt” about its ability to continue as a going concern. The Nasdaq Composite also fell 1.54% Friday, ending a six-week rally. E-Power announced new patents and a $252 million microgrid project earlier in the week.
17 May 2026
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 17.05.2026

LIVEMarkets rolling coverageStarted: May 17, 2026, 4:00 AM EDTUpdated: May 18, 2026, 3:59 AM EDT Cupid Healthcare Stock Rises 3.4% on Strong Q4 FY26 Results and Growth Outlook May 18, 2026, 3:52 AM EDT. Cupid’s share price rose 3.4% on May 18 following a strong Q4 FY26 earnings report. The healthcare firm’s total consolidated income increased by 26% year-on-year to ₹132.04 crore, with operating income up 28% to ₹119.96 crore. EBITDA grew 9% to ₹37.52 crore, and net profit increased 10% to ₹36.26 crore. Cupid outlined an aggressive growth plan targeting ₹600 crore revenue in FY27 and aims to scale
17 May 2026
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Stock Market Today

  • Vedanta Shares Drop 7% After Massive ₹1,890 Crore Block Deal
    June 23, 2026, 2:27 AM EDT. Vedanta Ltd's stock fell sharply by 7% to an intra-day low of ₹284.45 following a block deal involving over 116 million shares valued at approximately ₹1,890 crore ($200 million). The block deal, likely involving promoter entity Twin Star Holdings offloading 65 million shares, was executed at a 4.9% discount to the previous close of ₹305.85. By 9:40 am, 109.2 million shares traded on NSE alone, representing about 3% of Vedanta's equity. Shares remain under pressure amid a 13% decline over the past month, contrasting with a 4.6% rise in the benchmark Nifty 50 index. The deal includes a 90-day lock-up on remaining promoter shares, with market watchers noting large block trades often cause short-term price dips due to sudden supply increases and discounted pricing.

Latest articles

Amazon Stock Just Got Hit Before Prime Day — AI Spending Fears Are Back

Amazon Stock Just Got Hit Before Prime Day — AI Spending Fears Are Back

23 June 2026
Amazon shares plunged 4.75% to $232.79 as investors questioned whether the company’s massive AI and cloud spending will pay off quickly enough, just ahead of Prime Day—a key test of U.S. consumer demand—with Bank of America projecting $21.6 billion in sales for the event and analysts warning that profit quality could disappoint if shoppers focus on lower-margin essentials.
Keel Shares Hit Record—What’s Next for the Stock

Keel Shares Hit Record—What’s Next for the Stock

23 June 2026
Keel Infrastructure Corp. surged 5.9% to a 52-week high as investors bet its power sites can be converted to AI data-center leases, with shares ending at $6.66 on heavy volume; the stock’s rally now hinges on permits, construction, and landing customer contracts, while upcoming Russell 3000 index inclusion and recent $458 million convertible note financing add both opportunity and dilution risk.
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