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. Follow Marcin Frąckiewicz on Google News, Facebook. or Linkedin.

IREN drops after Russell 1000 debut wipes out $2.8 billion, compensation questions rise

U.S. equity markets are closed Friday for the Independence Day holiday, so Thursday’s session marked the last trading for IREN Limited. According to Nasdaq, July 3, 2026 is listed as a market holiday for Independence Day observed. Usual hours run from 9:30 a.m. to 4:00 p.m. Eastern.

3 July 2026

NASDAQ:CRWV·NASDAQ:IREN·NASDAQ:META·NASDAQ:NBIS·NASDAQ:NVDA·Stock Market

OpenAI proposal could hand $42.6 billion in AI equity to U.S. government

OpenAI has reportedly offered the U.S. government a 5% stake, which at the company’s latest $852 billion valuation would value the holding at $42.6 billion. That potential piece would be bigger than most recent direct government stakes in U.S. companies and could be key for IPO buyers to watch. OpenAI in March said it closed $122 billion in committed capital.

3 July 2026

Artificial Intelligence·NASDAQ:AMD·NASDAQ:AMZN·NASDAQ:AVGO·NASDAQ:CRWV·NASDAQ:GOOGL·NASDAQ:INTC·NASDAQ:MSFT·NASDAQ:NVDA·NYSE:ORCL

SoFi stock small-business lending gains lose momentum ahead of July 4 break

SoFi Technologies, Inc. heads into the July 4 holiday up for the week, but Thursday’s session wasn’t clear-cut. Shares hit $19.19 intraday before closing at $18.24, down nearly 5% from the high. Trading volume reached 81.38 million shares, around 14% higher than the 65-day average, even with Nasdaq markets closed Friday for Independence Day observed.

3 July 2026

Stock Market

Opendoor stock: holiday pause puts focus on short interest math

U.S. markets are closed Friday. Opendoor traders have a three-day break after a high-volume reversal session that broke the usual pre-holiday fade pattern.

3 July 2026

NASDAQ:OPEN·Stock Market

Zhongchao (NASDAQ:ZCMD) jumps 200% after hours after reverse split, capital boost vote

Zhongchao Inc. heads into the U.S. holiday break with its share count trimmed and the stock trading wild: Class A shares soared 209% after hours, the float is now tiny after a split, and shareholders signed off on raising the authorized cap to $10 billion.

3 July 2026

Nasdaq·NASDAQ:ZCMD·Stock Market

US Stock Market Today: Live Updates 03.07.2026

LIVEMarkets rolling coverageStarted: July 3, 2026, 4:00 AM EDTUpdated: July 4, 2026, 3:59 AM EDT Xero Ltd (ASX:XRO) shares up after sharp 12-month fall; eyes on subscriber growth and SaaS margins July 4, 2026, 3:57 AM EDT. Xero Ltd (ASX:XRO) shares climbed 1.43% to A$72.25, but they’re still down 59.07% over the past year. The cloud accounting software firm, with about A$12.33 billion in market cap, serves small and mid-sized businesses in Australia, New Zealand, the UK, and North America. Investors are watching subscriber numbers, recurring revenue, and how well Xero pushes into new regions. Xero runs a SaaS model

3 July 2026

Stock Market·US Economy

Peso jumps after weak U.S. jobs data, USMCA auto rules in spotlight

The Mexican peso climbed on Thursday as the dollar slipped after a soft U.S. jobs report. But traders are looking at a split setup—short-term U.S. rate risk is down, but USMCA auto risk could ramp up later in the year.

2 July 2026

KRX:000270·NYSE:GM·Stock Market·TSX:7201·TSX:7203·XETRA:VOW

Dow sets new record close as Apple and Amgen help blue chips, AI stocks lag

The Dow Jones Industrial Average finished Thursday at a new closing high of 52,680.29, trading between 52,395.22 and 52,805.12 during the day. That beats the last record close Tuesday at 52,319.20. The Dow added 1.55% for the week, which is short due to markets closing for July Fourth.

2 July 2026

Artificial Intelligence·NASDAQ:AAPL·NASDAQ:AMGN·Stock Market

Figma (NYSE:FIG) spikes after Russell news and call action hits shorts

Figma, Inc. jumped 11.8% to $21.79 late Thursday, after a Russell index move sparked a big rally in the software name. Shares traded 31% above the stock’s 52-week low but are still down about 34% from last July’s $33 IPO price.

2 July 2026

NYSE:FIG·Stock Market

Wall Street money moved out of AI chips and into defensives after soft jobs data

Investors rotated money out of AI hardware plays and into defensive stock funds Thursday. The Dow ended about flat, but the Nasdaq showed more pain beneath the surface. Same-day ETF fund-flow numbers were not out. ETF.com says the data usually arrives the following day, and there’s no way to see flows intraday.

2 July 2026

NASDAQ:CRWV·NASDAQ:META·NASDAQ:NBIS·NASDAQ:NVDA·NASDAQ:TSLA·Stock Market

Plug Power (NASDAQ:PLUG) slides with cash crunch still top concern despite Denmark news

Plug Power Inc. dropped 3.4% to $2.55 Thursday afternoon, trailing major U.S. equity ETFs. Traders focused more on the timing of the company's liquidity than the debut of Plug’s Danish electrolyzer system. Shares opened at $2.68 and slipped to $2.54. By 12:49 p.m. EDT, volume hit 33.7 million shares.

2 July 2026

NASDAQ:PLUG·Renewable Energy·Stock Market

Clearwater Analytics stock out: Glazer merger-arb trade now zero, filing says

Clearwater Analytics Holdings Inc is done trading after being taken private. Its last trade printed at $24.56, just a penny above the $24.55 per share cash buyout. Clearwater said its Class A shares are now off the NYSE after the acquisition closed June 25.

2 July 2026

NYSE:CWAN·Stock Market

Strategy stock gains still trail $19 billion bitcoin pile as buyback calculus moves

Strategy Inc traded at $99.17 in premarket Thursday, gaining 6.2% from its $93.39 close Wednesday. The bitcoin treasury firm moved to allow BTC sales and to buy back common and preferred shares.

2 July 2026

Bitcoin·Cryptocurrency·NASDAQ:MSTR·Stock Market

SoFi stock faces July earnings test with focus on $22.41 convertibles

SoFi Technologies, Inc. heads into Thursday’s pre-market with a more precise valuation test than the standard fintech growth story. The stock faces the $22.41 convertible-note level by October, while it also needs to hold its bank-style tangible-book multiple.

2 July 2026

Earnings Reports·NASDAQ:AFRM·NASDAQ:SOFI·NYSE:LC·Stock Market

Intel heads toward $646 billion mark following 9% chip slide

Intel Corporation goes into its July earnings priced more as a foundry and AI rebound play than as an earnings trade for the quarter.

2 July 2026

NASDAQ:INTC·Stock Market·Technology

Space Exploration Technologies Corp (NASDAQ:SPCX) faces short pressure ahead of Nasdaq-100 entry

Space Exploration Technologies Corp is in focus for a squeeze going into Thursday, and it’s drawing more eyes than the index-driven buying expected next week. As of Wednesday’s close, the projected Nasdaq-100 passive buy adds up to roughly 27 million shares. That covers just 14% of the current short interest.

2 July 2026

NASDAQ:SPCX·Space Industry·Stock Market

US Stock Market Today: Live Updates 02.07.2026

LIVEMarkets rolling coverageStarted: July 2, 2026, 4:00 AM EDTUpdated: July 3, 2026, 3:59 AM EDT CVC Income & Growth sets September 2026 tender limits for Sterling, Euro shares July 3, 2026, 3:51 AM EDT. CVC Income & Growth Limited reported that it set the share caps for its September 2026 semi-annual tender: 155.5 million Sterling Shares and 83.0 million Euro Shares. The company said these figures stick to the rules in its April 2026 AGM and March 2019 prospectus. The limits match regulatory requirements from the UK Financial Conduct Authority. BNP Paribas and Cadarn Capital are listed as investor contacts.

2 July 2026

Stock Market·US Economy

Trump crypto haul hits $1.4 billion, worth 64% of Trump Media (NASDAQ:DJT)

President Donald Trump reported crypto-linked cash lines for 2025 totaling $1.424 billion in his latest financial disclosure, giving investors a firmer number. That amount is about 64% of Trump Media & Technology Group Corp.’s market value. DJT is the public company traders often use as a proxy for Trump’s brand.

2 July 2026

Cryptocurrency·NASDAQ:DJT·Stock Market

AT&T shares dip; SpaceX pressure raises yield concerns

AT&T Inc. dropped on Wednesday as T-Mobile US Inc. gained. The moves show investors are zeroing in on AT&T’s cash strength and dividend, especially if satellite-powered mobile rivals force down wireless prices in the U.S.

1 July 2026

Dividends·NASDAQ:CHTR·NASDAQ:SPCX·NASDAQ:TMUS·NYSE:T·NYSE:VZ·Technology

Linkhome trading jumps after Mortgage One deal, GPU financing push

Linkhome Holdings Inc. shares jumped over 100% Wednesday as the small Nasdaq-listed real estate and fintech firm closed the Mortgage One Group deal and said the acquisition is now part of a new GPU financing business. The move sent trading volume soaring, well above the company’s total shares.

1 July 2026

NASDAQ:LHAI·Real Estate·Stock Market

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Marcin Frąckiewicz

IREN drops after Russell 1000 debut wipes out $2.8 billion, compensation questions rise

OpenAI proposal could hand $42.6 billion in AI equity to U.S. government

SoFi stock small-business lending gains lose momentum ahead of July 4 break

Opendoor stock: holiday pause puts focus on short interest math

Zhongchao (NASDAQ:ZCMD) jumps 200% after hours after reverse split, capital boost vote

US Stock Market Today: Live Updates 03.07.2026

Peso jumps after weak U.S. jobs data, USMCA auto rules in spotlight

Dow sets new record close as Apple and Amgen help blue chips, AI stocks lag

Figma (NYSE:FIG) spikes after Russell news and call action hits shorts

Wall Street money moved out of AI chips and into defensives after soft jobs data

Plug Power (NASDAQ:PLUG) slides with cash crunch still top concern despite Denmark news

Clearwater Analytics stock out: Glazer merger-arb trade now zero, filing says

Strategy stock gains still trail $19 billion bitcoin pile as buyback calculus moves

SoFi stock faces July earnings test with focus on $22.41 convertibles

Intel heads toward $646 billion mark following 9% chip slide

Space Exploration Technologies Corp (NASDAQ:SPCX) faces short pressure ahead of Nasdaq-100 entry

US Stock Market Today: Live Updates 02.07.2026

Trump crypto haul hits $1.4 billion, worth 64% of Trump Media (NASDAQ:DJT)

AT&T shares dip; SpaceX pressure raises yield concerns

Linkhome trading jumps after Mortgage One deal, GPU financing push

TechStock² Updates

Coherent Stock (COHR) Erases an 8% Rally After Earnings as AI-Optics Bar Rises

Cisco stock (CSCO) under pressure as AI revenue goal lifted to $7.5 billion, raising margin concerns

Wendy’s stock (WEN) climbs 12% as talk of potential take-private raises $1.5 billion buyout scenario

Cisco stock (CSCO) up 2.5% ahead of earnings, $34 billion swing expected

Amazon Stock (AMZN) Slips as AWS Growth Meets a $25.8 Billion Free-Cash-Flow Swing

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