Today: 21 July 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. Follow Marcin Frąckiewicz on Google News, Facebook. or Linkedin.

Tower Semiconductor (NASDAQ:TSEM) jumps 11% as chips recover

Tower Semiconductor (NASDAQ:TSEM) jumps 11% as chips recover

Tower Semiconductor closed up 11.24% at $255.49 on Tuesday after it said it will expand its capacity in Japan, backed by $1 billion in government support. Tower is now aiming for $1.2 billion in net profit in 2028, up from its previous goal of $750 million—a boost of 60%. While the shares jumped, that new target is still more than five times the stock's move, making the shares look cheaper by this measure.
15 July 2026
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Bank of America (NYSE:BAC) Q2 earnings: Market-linked businesses drove 63% of revenue growth

Bank of America (NYSE:BAC) Q2 earnings: Market-linked businesses drove 63% of revenue growth

Bank of America Corp reported a 27% rise in second-quarter profit, but a clean revenue bridge shows the beat leaned heavily on market-sensitive businesses. Market making, investment and brokerage services, and investment banking generated $2.61 billion, or 63%, of the bank’s $4.12 billion year-on-year revenue increase. Net interest income — the spread between what a bank earns on assets and pays for funding — supplied another 32%.
14 July 2026
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Wall Street eyes margins again as 5.8-point PPI gap stands out before open

Stock Market Today: Live Updates 14.07.2026

LIVEMarkets rolling coverageStarted: July 14, 2026, 4:00 AM EDTUpdated: July 15, 2026, 3:59 AM EDT Samsung Electronics Up 318% This Year but Valuation Still Looks Low July 15, 2026, 3:56 AM EDT. Samsung Electronics’ stock has soared 318% over the last year, but valuation numbers keep pointing to a discount. The company trades at a P/E of 20.8x, which is under the tech sector average of 23.2x, and way below rivals’ average of 60.7x. Samsung screens cheap on five out of six valuation measures. Settling a recent Wi-Fi patent case could take away some legal uncertainty, though more IP issues
14 July 2026
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JD.com pops while Qualcomm lags as volume tracks search trends

JD.com pops while Qualcomm lags as volume tracks search trends

Qualcomm dropped 2.7% Monday, even after TD Cowen bumped its price target to $225 from $200. JD.com added 2.4% while Macquarie lowered its target to $37 from $40. The new targets suggest possible upside of 22.3% for Qualcomm, 28.1% for JD, versus their latest closes. Macquarie kept an Outperform on JD, projecting Q2 revenue to slip 4% and adjusted operating profit—before specified items—at RMB5.8 billion.
14 July 2026
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Super Micro Stock Looks Cheap—Until a Potential 28% Share-Count Hit Enters the Math

Super Micro Stock Looks Cheap—Until a Potential 28% Share-Count Hit Enters the Math

Super Micro Computer shares fell 3.2% to $27.41 in afternoon trading on Monday, below the $27.50 price set for its June common-stock offering. At 13.2 times trailing earnings, the stock looks inexpensive. Yet the base preferred conversion and a fully used $1.25 billion stock-sale program could add 24.6% to 28.1% to an illustrative pro forma basic share count, based on the offering terms and Monday’s price.
13 July 2026
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Toyota’s $3.6 Billion Tacoma Move to Texas Carries a $24,000-Per-Unit Capacity Cost

Toyota’s $3.6 Billion Tacoma Move to Texas Carries a $24,000-Per-Unit Capacity Cost

Toyota Motor will spend $3.6 billion to add about 150,000 vehicles of annual capacity in San Antonio, or roughly $24,000 for each unit of yearly factory capacity. That ratio is not the manufacturing cost of a truck; it measures upfront investment against one year of designed output. At the Tacoma’s first-half U.S. sales pace, the line would cover about 52% of annual sales, leaving Mexico central to supply.
13 July 2026
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Australia Stock Market Today: ASX 200 Falls For Fifth Day As Oil Shock Hits Banks, Origin

Stock Market Today: Live Updates 13.07.2026

LIVEMarkets rolling coverageStarted: July 13, 2026, 4:00 AM EDTUpdated: July 14, 2026, 3:59 AM EDT Johnson & Johnson (JNJ) lifts dividend for 64th year, stock still hovers near record highs July 14, 2026, 3:59 AM EDT. Johnson & Johnson (JNJ) bumped its dividend up for the 64th year straight, hiking the payout by 3.1% to $5.36 annually. Yield sits around 2.1%. That accounts for about 46% of expected adjusted earnings, leaving plenty of room for future raises. Its AAA credit rating remains rare, matched only by Microsoft. Shares have climbed over 60% in the past year and now trade close
13 July 2026
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Nasdaq Drops After Hours as AI Stocks and Chip Names Fall

CPI Data Could Make or Break Wall Street’s Next Rally

Traders are watching if Tuesday’s June CPI print lets the Fed hold rates steady, but a soft headline probably won’t be enough. Barclays sees headline CPI dropping to 3.8% from 4.2% on lower gas prices, but expects core CPI—excluding food and energy—to rise another 0.26% month over month. Economist Pooja Sriram said core services inflation is in the driver’s seat. That annualizes to roughly 3.2%, still above the Fed’s 2% target. So, cheaper gas alone won’t settle the rate debate.
12 July 2026
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Palantir Loses $29 Billion in Market Value in Three Days as Software Valuation Faces CPI Data

Palantir Loses $29 Billion in Market Value in Three Days as Software Valuation Faces CPI Data

Palantir Technologies Inc. closed Friday at $126.79, down 8.7% from Tuesday’s intraday high of $138.90. The stock is also 1.9% lower than where it finished on July 2 before the holiday. PLTR slid for three sessions in a row, giving up an early-week rally that at one point put shares up 7.4% compared to the level before the break.
12 July 2026
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Stock Market Today

  • JPMorgan Says Trump’s Social Media Fails to Move Bond Market
    July 21, 2026, 8:52 AM EDT. JPMorgan researchers report that President Trump's social media activity has a negligible effect on bond traders. Their analysis indicates these posts are largely ineffective at influencing the market, highlighting a gap between online messaging and shifts in the bond market.
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