Today: 3 June 2026

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 17.01.2026

TransDigm Group reported $8.83 billion in revenue and $1.87 billion net income, with shares near $1,450 and a P/E of 43.8x. Elevance Health closed at $374.87, with DCF analysis suggesting a 62.9% undervaluation. BlackRock traded at $1,163.17, about 11.6% above its implied value. Commercial Metals ended at $74.42, with DCF pointing to a 37.3% discount to intrinsic value.
17 January 2026
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Oil stocks this week: Chevron, Exxon rise as U.S. moves to widen Venezuela license

Oil stocks this week: Chevron, Exxon rise as U.S. moves to widen Venezuela license

The U.S. is moving to expand Chevron’s Venezuela license, allowing cash payments and full crude sales, Energy Secretary Chris Wright told Reuters. Washington is also marketing up to 50 million barrels of stranded Venezuelan oil, with proceeds held in Qatar. Brent crude closed at $64.13 a barrel Friday. U.S. officials said they are not considering Venezuelan crude swaps for the Strategic Petroleum Reserve.
17 January 2026
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Quantum computing stocks pop as Rosenblatt starts Buy calls on Rigetti, Quantum Computing

Quantum computing stocks pop as Rosenblatt starts Buy calls on Rigetti, Quantum Computing

Shares of Rigetti Computing rose 3.7% and Quantum Computing Inc gained 4% Friday after Rosenblatt Securities issued Buy ratings and set price targets above current levels. Rigetti delayed its 108-qubit system launch to late Q1 2026, citing technical issues. Quantum Computing was named stalking horse bidder in Luminar’s bankruptcy sale. D-Wave announced a $550 million deal to acquire Quantum Circuits.
17 January 2026
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EV Stocks Weekly Wrap: Canada Opens Door to Chinese EVs as Tesla Faces Fresh U.S. Scrutiny

EV Stocks Weekly Wrap: Canada Opens Door to Chinese EVs as Tesla Faces Fresh U.S. Scrutiny

Canada will cut tariffs on up to 49,000 Chinese electric vehicles, drawing warnings from U.S. officials that the cars will be blocked from the U.S. market. U.S. regulators extended Tesla’s deadline to answer questions in the Full Self-Driving probe to Feb. 23. Germany is preparing new EV subsidies of up to 6,000 euros, with details expected Monday. Tesla shares slipped 0.2% in U.S. trading.
17 January 2026
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Dow, S&P 500, Nasdaq end week lower — chip rally, bank jitters, and next week’s big tests

Dow, S&P 500, Nasdaq end week lower — chip rally, bank jitters, and next week’s big tests

The Dow fell 83.11 points to 49,359.33 Friday, with the S&P 500 and Nasdaq also ending lower; all three major indexes posted weekly losses. The Russell 2000 small-cap index closed at a record high. Chipmakers gained late in the week, while financial stocks declined on policy concerns. Markets reopen Tuesday after the holiday, with earnings and a Supreme Court case on the Fed in focus.
17 January 2026
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 16.01.2026

Hanover Insurance Group closed at $169.96, about 15% below its estimated fair value of $200.13, with analysts projecting 4.3% annual revenue growth. Vitalhub shares ended at CA$8.45, down 17.5% over 90 days, despite a fair value estimate of CA$15.53. Sampo Oyj traded at €10.00, showing a 24.9% discount to its €13.32 intrinsic value based on the Excess Returns model.
16 January 2026
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XPeng stock slips before the open on 600,000-vehicle 2026 target — what traders watch next

XPeng stock slips before the open on 600,000-vehicle 2026 target — what traders watch next

Xpeng shares fell 2.2% to $20.58 in premarket trading after reports the company set a 2026 sales target of up to 600,000 vehicles. The Chinese EV maker plans to expand its supply-chain teams in Europe and Southeast Asia and nearly double overseas deliveries. Investors remain cautious amid pricing pressure and execution risks in China. Xpeng has not announced a date for its next earnings report.
15 January 2026
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Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 15.01.2026

TSMC shares hit a record near $345 after posting all-time high Q4 results and a strong AI outlook. Indian equities are set for a cautious open as geopolitical tensions and tariff risks persist, with Gift Nifty signaling a 76-point start. Copa Holdings’ December traffic rose 10%, pushing the stock to $128.92. Middle East markets remain mixed; QUA Granite and Allmed Solutions highlighted for volatility and risk.
15 January 2026
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Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 14.01.2026

Sociedad Química y Minera de Chile closed at $83.18, up 2.7% on the day, with DCF fair value at $88.76 and narrative value at $61.44. Newmont Corp. ended at $114.15 after a 180.6% one-year rally, with DCF value at $163.02 per share. NVHE.U:CA issued a buy signal near 11.67 with a stop at 11.61 and no short plan.
14 January 2026
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Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 13.01.2026

WHSP Holdings insiders, led by Robert Millner, bought AU$3.4 million in shares over 12 months with no insider sales; insiders now hold 5.4% of the company. JPMorgan Chase dropped over 3% midday after missing estimates, while Moderna surged 14% on a strong 2025 sales forecast. Arch Capital Group trades near $90.77 as momentum slows, with analysts’ targets averaging $108.31. BofA Securities upgraded Coinbase Global to Buy, setting a $340 target.
13 January 2026
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Google’s new Gemini “buy button” aims to keep shoppers — and retailers — inside its AI

Google’s new Gemini “buy button” aims to keep shoppers — and retailers — inside its AI

Alphabet shares rose about 1% premarket after Google launched new AI shopping tools and the Universal Commerce Protocol, partnering with Walmart, Shopify, and others. The protocol enables direct checkout in Search and Gemini, with retailers keeping transaction control. Walmart will let shoppers add products to carts via Gemini conversations. The rollout follows similar AI shopping moves by Amazon and OpenAI.
12 January 2026
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Venezuela oil barrels return: Vitol, Trafigura court India and China as Trump export plan takes shape

Venezuela oil barrels return: Vitol, Trafigura court India and China as Trump export plan takes shape

Vitol and Trafigura are offering Venezuelan crude for March delivery to refiners in India and China, traders said Monday. Brent crude slipped to $63.03 a barrel as markets weighed unrest in Iran against expected Venezuelan exports. Vitol shipped naphtha to Venezuela, set to arrive Jan. 28, to help dilute heavy crude. U.S. efforts to shield Venezuela’s oil revenues face legal and political hurdles.
12 January 2026
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Latest articles

Palantir’s $374 Billion Question Edges Back Into Focus

Palantir’s $374 Billion Question Edges Back Into Focus

3 June 2026
Palantir shares dropped about 4% as new bull and bear calls intensified debate over whether rapid revenue growth and U.S. defense demand can justify its $374 billion valuation, with bears warning the stock could fall over 50% if lofty growth and AI premium expectations aren’t met, while political scrutiny and shareholder proposals add further risk.
Social Security cuts could drop retiree checks by $500 a month by 2032

Social Security cuts could drop retiree checks by $500 a month by 2032

3 June 2026
U.S. retirees face an average $500 monthly Social Security cut starting in 2032 if Congress fails to act, as the main trust fund nears depletion, impacting over 70 million beneficiaries and creating a potential national income shock, according to the Committee for a Responsible Federal Budget.
D-Wave Quantum Dips in Pre-Market as QBTS Approaches Major Test

D-Wave Quantum Dips in Pre-Market as QBTS Approaches Major Test

3 June 2026
D-Wave Quantum shares slipped 1.37% premarket to $29.50 after unveiling a gate-model quantum roadmap targeting 100 logical qubits by 2032, as investors weigh $100 million in potential stock dilution from federal funding, steep Q1 revenue drop, and whether analyst price targets and strong bookings can offset execution risks.
Keel Shares Trade Over $6; AI Lease Watch Draws Trader Interest

Keel Shares Trade Over $6; AI Lease Watch Draws Trader Interest

3 June 2026
Keel Infrastructure Corp. jumped 0.57% in Nasdaq premarket trading to $6.175 as investors bet on its shift from bitcoin mining to AI data-center infrastructure, despite no new lease deals yet; shares have soared 98% in a month, but analysts warn that lease execution, permitting, and capital needs remain key risks, with price targets below current levels.
Micron Shares Cross $1,000 as AI Memory Squeeze Catches Market’s Eye

Micron Shares Cross $1,000 as AI Memory Squeeze Catches Market’s Eye

3 June 2026
Micron shares surged to $1,064 as AI-driven demand for high-bandwidth memory collides with tight supply, prompting Raymond James to hike its price target to $1,100 on “unprecedented demand”; analysts warn, however, that rising supply from rivals or weaker AI orders could threaten these elevated levels.
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