Today: 25 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.

Amazon stock: What to watch as analysts raise targets on Rufus AI and AWS

Amazon stock: What to watch as analysts raise targets on Rufus AI and AWS

Amazon shares rose 0.4% to $227.33 in premarket trading Monday after Evercore ISI reiterated a $335 target and Jefferies raised its target to $300. Analysts cited growth potential from Amazon’s AI shopping assistant and AWS. The company reports earnings Jan. 29. Over 250 million customers used the Rufus assistant in 2025, Amazon said.
5 January 2026
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Micron stock jumps nearly 4% in premarket as MU extends Friday rally; $330 target in focus

Micron stock jumps nearly 4% in premarket as MU extends Friday rally; $330 target in focus

Micron Technology shares rose 3.85% in premarket trading Monday to $327.57, after closing Friday up 10.5%. Bernstein raised its price target to $330, citing strong demand for AI-related memory chips. The company’s annual meeting is set for Jan. 15, with its next earnings report due March 18. Micron last reported record quarterly revenue and a dividend payable Jan. 14.
5 January 2026
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DroneShield share price slips as ASX closes; Q1 contract cash and Feb 24 report in focus

DroneShield share price slips as ASX closes; Q1 contract cash and Feb 24 report in focus

DroneShield shares closed down 0.6% at A$3.31 after trading between A$3.24 and A$3.45, with about 14.9 million shares changing hands. Investors are watching for confirmation that A$97.7 million in contracted revenue will convert to cash in the March quarter. The company’s annual and preliminary report is due Feb. 24. Governance changes and delivery schedules remain under scrutiny.
5 January 2026
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Stock Market Updates

Micron, Qualcomm lift chip stocks after hours as Nasdaq slips

Micron, Qualcomm lift chip stocks after hours as Nasdaq slips

25 June 2026
Micron soared 16.34% after hours as customers locked in nearly $100 billion in future supply obligations—about 2.4 times its latest quarterly revenue—fueling a $400 billion surge in chip stocks and reversing the tech selloff that erased over $1 trillion from the Nasdaq 100 this week.
Western Digital falls after AI-storage rally, investors look to Micron

Western Digital falls after AI-storage rally, investors look to Micron

25 June 2026
Western Digital (NASDAQ:WDC) shares dropped about 4% after a multi-week rally fueled by AI storage demand, as investors awaited Micron Technology’s earnings for new signals on enterprise storage spending; analysts cite a persistent hard-disk supply deficit that could support pricing into 2027, with Morgan Stanley raising its price target to $650.
BlackBerry falls with volume outpacing buyback plan ahead of earnings

BlackBerry falls with volume outpacing buyback plan ahead of earnings

25 June 2026
BlackBerry closed down 2.3% at $8.62 despite Stifel initiating coverage with a Buy and $12 target—39% above the close—while trading volume of 38.3 million shares far exceeded its entire buyback authorization, highlighting investor focus ahead of Thursday’s Q1 results and underscoring the limited impact of BlackBerry’s capital return plan.
Opendoor slides after landing in Russell 3000, liquidity and dilution concerns follow

Opendoor edges up before Russell 3000 move, soft housing numbers weigh

25 June 2026
Santos shares closed down 0.96% at A$7.24 after Brent crude slumped US$3.34 to US$73.74, cutting potential annual gross sales from its new Pikka project by about US$50 million at plateau rates; Pikka’s ramp to 80,000 barrels per day is key, as oil price swings now have a direct impact on Santos’ production-linked revenue and its US$2.5 billion net debt reduction target.
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