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.

Starlink in Iran: Trump to call Musk as blackout tightens grip

Starlink in Iran: Trump to call Musk as blackout tightens grip

U.S. President Donald Trump said he plans to speak with Elon Musk about restoring internet access in Iran using Starlink, after authorities imposed a near-total blackout amid escalating protests. Rights group HRANA reports over 500 deaths and more than 10,600 arrests since December 28. Iran has not released official casualty figures. Starlink terminals in Iran have faced heavy disruption, with some areas seeing up to 80% data loss.
12 January 2026
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Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 12.01.2026

Sensex fell 90.05 points to 83,788.12 and Nifty50 slipped 37.50 to 25,752.75 after early IT-led gains faded, as Trump signaled 25% tariffs and US-India trade talks were set for Jan 13. Saudi markets led a Middle East rally, with Egypt hitting record highs and Emirates Insurance Company P.J.S.C. flagged for strong earnings. Capital One closed at $233.20, with a model-implied value of $301.23 per share.
12 January 2026
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Lynas stock rises as U.S. presses allies on China rare-earth grip; investors eye Jan 21 update

Lynas stock rises as U.S. presses allies on China rare-earth grip; investors eye Jan 21 update

Lynas Rare Earths shares rose 3.2% to A$14.55 in Sydney after Australia announced a A$1.2 billion strategic reserve for defence minerals, including rare earths. The move comes ahead of a G7 finance ministers meeting in Washington, where critical mineral supply chains will be discussed. U.S. officials say the expanded group represents about 60% of global critical minerals demand.
12 January 2026
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Northern Star stock rebounds as ASX traders eye Jan 22 costs update after guidance cut

Northern Star stock rebounds as ASX traders eye Jan 22 costs update after guidance cut

Northern Star shares rose 2.2% to A$25.26 by 11:04 a.m. AEDT Monday, recovering some ground after a guidance cut earlier this month. The miner flagged equipment failures and lower grades that reduced December-quarter sales by about 16,000 ounces. Investors await updated cost guidance with the December-quarter report due Jan 22. The stock remains down 5.5% since Jan 2.
12 January 2026
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DroneShield stock (ASX:DRO) slides as JPMorgan pops up as 5% holder — what investors watch next

DroneShield stock (ASX:DRO) slides as JPMorgan pops up as 5% holder — what investors watch next

DroneShield shares fell 3.7% to A$3.87 by late morning Monday after a filing showed JPMorgan Chase & Co and affiliates surpassed Australia’s 5% “substantial holder” threshold. The S&P/ASX 200 index rose about 0.7%. The JPMorgan stake, mostly from securities lending, totaled around 46.5 million shares. Traders are watching upcoming contract payments and governance milestones.
12 January 2026
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Zip Co stock jumps on Trump credit-card rate cap talk as ASX:ZIP gets fresh bid

Zip Co stock jumps on Trump credit-card rate cap talk as ASX:ZIP gets fresh bid

Zip Co Ltd shares jumped as much as 6.4% to A$3.80 in Sydney trading Monday, tracking gains across buy-now-pay-later stocks. The move followed U.S. President Trump’s plan to cap credit card interest rates at 10%, raising questions over credit supply and funding costs. Zip will report half-year results on Feb. 19. Investors are watching for signs of changing credit risk and repayment trends.
12 January 2026
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Fortescue stock drops today: FMG shares lag ASX ahead of Jan 22 production report

Fortescue stock drops today: FMG shares lag ASX ahead of Jan 22 production report

Fortescue shares fell 1.6% to A$22.35 by late morning in Sydney, underperforming the S&P/ASX 200’s 0.6% rise. Iron ore price swings and speculation over a possible Rio Tinto-Glencore deal dominated trading. Analysts put Fortescue’s 12-month target at A$19.33, with most recommending sell. The company will release its December-quarter production report on Jan. 22.
12 January 2026
SGX shares set for Monday spotlight as Nasdaq dual-listing rule push heads for Feb 8 deadline

SGX shares set for Monday spotlight as Nasdaq dual-listing rule push heads for Feb 8 deadline

Singapore Exchange shares closed up 1.16% at S$17.51 after MAS and SGX RegCo launched a public consultation on rule changes to simplify dual listings with Nasdaq. The draft proposes a new Global Listing Board with a S$2 billion market-cap requirement and streamlined prospectus rules. Public feedback runs through Feb. 8. Bank stocks remain at record highs, supporting the broader market.
12 January 2026
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Sun Country stock in the spotlight after Allegiant’s $1.5 billion deal — what to watch Monday

Sun Country stock in the spotlight after Allegiant’s $1.5 billion deal — what to watch Monday

Allegiant agreed to acquire Sun Country for about $1.5 billion, valuing SNCY at $18.89 per share, a 19.8% premium over Friday’s close. Sun Country shareholders will receive cash and Allegiant stock. The companies expect $140 million in annual synergies by year three and project the deal will boost earnings per share in the first year post-close. A joint investor call is set for Monday.
12 January 2026
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Light & Wonder shares jump on ASX after $127.5 mln Aristocrat settlement ends Dragon Train fight

Light & Wonder shares jump on ASX after $127.5 mln Aristocrat settlement ends Dragon Train fight

Light & Wonder shares jumped 16% after it agreed to pay US$127.5 million to Aristocrat Leisure, settling a lawsuit over slot machine intellectual property. The deal requires Light & Wonder to remove two disputed games and destroy related data. Aristocrat shares rose 1%. Investors are watching for potential impacts on Light & Wonder’s broader game lineup.
12 January 2026
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Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 11.01.2026

Analysts split on Ag Growth International after it raised fair value to CA$39.20, citing Brazil optimism and ongoing accounting review. U.S. futures slipped after Fed Chair Powell said the DOJ served subpoenas on the central bank, while Asian markets rose. BOK Financial closed at $123.11, up 10.8% over 90 days, trading above analyst targets. Vistra surged 10.5% on a Meta deal; Oklo gained 7.9% on Meta fuel news.
11 January 2026
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 10.01.2026

ROHM (TSE:6963) rose 3.5% to ¥2,385, pushing its 12-month return to 66.9% and trading at a 7.6% premium to the ¥2,204 fair value. Hillenbrand (HI) closed at $31.79, about 25% below its modeled intrinsic value of $42.57 per share. Arm Holdings’ fair value estimate slipped to $163.25 as analysts weighed AI gains against execution risks. Gibson Energy (TSX:GEI) trades at CA$25.01, below its CA$27.15 intrinsic value.
10 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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