Today: 4 July 2026

Mateusz Kaczmarek

Mateusz Kaczmarek is a financial and technology journalist at TS2.tech, covering stocks, artificial intelligence, semiconductors and global market developments. A graduate of the Poznań University of Economics and Business, he previously worked in financial analysis before moving into business journalism. His reporting focuses on technology companies, market trends and the forces shaping global investment markets.

North American Financial 15 Split Corp (FFN) posts split math gain, preferreds see spread

North American Financial 15 Split Corp (FFN) posts split math gain, preferreds see spread

North American Financial 15 Split Corp moved higher on an adjusted basis Friday after its 110-for-100 Class A share split kicked in. The split means every old 100-share lot now shows up as 110 shares, which can make the price per share look lighter on screens, but doesn’t change overall value. Class A shares traded at C$10.77, up 1.08% near 3:45 p.m. EDT, according to Google Finance. Shares moved between C$10.73 and C$11.23 today, with volume at 271,370. Market cap was about C$684.4 million with 63.54 million shares outstanding, the site showed.
3 July 2026
·
Super Micro Computer (NASDAQ:SMCI) trades at half reported AI orders as holiday week wraps up

Super Micro Computer (NASDAQ:SMCI) trades at half reported AI orders as holiday week wraps up

U.S. stock markets are closed Friday, with both Nasdaq and NYSE marking July 3 as a holiday for Independence Day. Super Micro Computer, Inc. ends up with just four trading days this week, turning a June AI order announcement into a quick reality check for the stock. Super Micro finished Thursday at $27.22, putting its equity value around $18.84 billion. That’s less than half of the $39 billion in AI server orders the company reported last month from over 20 customers. The ratio—0.48—is the key number this week: the market isn’t valuing the order book anywhere near face value while legal and financing risk are still in focus.
3 July 2026
·
AtkinsRéalis (TSE:ATRL) gains C$680 million while Turkey nuclear review puts CANDU to the test

AtkinsRéalis (TSE:ATRL) gains C$680 million while Turkey nuclear review puts CANDU to the test

AtkinsRéalis Group Inc. rose 4.81% to C$91.87 in Toronto on Friday as Reuters said Turkey is set to finish an early review of the company’s CANDU reactors after an info exchange later this summer. Google Finance showed shares up C$4.22 at 12:52 p.m. EDT. The company has 161.92 million shares out and a market cap of C$14.88 billion. The trade outpaced the market. The S&P/TSX Composite Index was up 0.87% to 35,271.48 just before 1 p.m. EDT. Earlier, Reuters said Canada's main index had gained 1% with gold and mining stocks up. TMX’s 2026 holiday calendar shows Canada Day on July 1, not July 3, for the Canadian market holiday.
3 July 2026
·
MARA Holdings (NASDAQ:MARA) shares slip as bitcoin gains can’t boost miner

MARA Holdings (NASDAQ:MARA) finishes week under exec tax price, Long Ridge figures eyed

U.S. stocks and options won't trade Friday. Nasdaq has July 3, 2026 marked as the observed Independence Day holiday, and NYSE also shows that day as closed for Independence Day in 2026. That puts MARA’s Thursday close as the final print for the week. MARA Holdings, Inc. finished Thursday at $12.40, off 97 cents, or 7.26%. Volume came in at 50.63 million shares, about 116% of its 65-day average, per MarketWatch. The stock moved between $11.98 and $14.09.
3 July 2026
···
Pfizer (NYSE:PFE) trades near 7% yield as pharma stocks stay soft, options imply calm

Pfizer (NYSE:PFE) trades near 7% yield as pharma stocks stay soft, options imply calm

Pfizer Inc. heads into the long U.S. holiday weekend trailing the broad Big Pharma bounce this week. Shares added 1.84% to close at $24.32 on Thursday. The S&P 500 Index held nearly flat at 7,483.24, while the Dow climbed 1.14% to 52,900.07. NYSE trading is shut Friday with July 3 on the exchange’s holiday calendar as the 2026 Independence Day observed. Pfizer traded on heavier volume last week, with 53.14 million shares changing hands, or 134% of its 65-day average. Shares are still off 6.61% for the month and down 14.12% over three months. The stock is hovering near the bottom of its 52-week range of $23.11 to $28.75.
3 July 2026
·
Nasdaq under pressure with chip names lower; futures drift before jobs data

Dow hits another high but chip names slip as markets eye Fed minutes

U.S. stock markets did not hold regular trading hours Friday since the July 4 holiday was observed early this year, with Independence Day landing on Saturday. That made Thursday’s close the final full price for U.S. stocks ahead of the long weekend. On normal days, NYSE’s core session runs from 9:30 a.m. to 4:00 p.m. Eastern, with Nasdaq following the same hours. The odd thing this week wasn’t market softness. It was about where the selling showed up. On Thursday, NYSE advancers led decliners 1.42 to 1, but on the Nasdaq, decliners edged out advancers 1.05 to 1. The S&P 500 finished up by just one-hundredth of a point. That’s important for investors since the index’s steady look actually masked a sharper rotation under the surface.
3 July 2026
········
TELUS yield hits 11.6% with payout eyed ahead of CEO change

TELUS yield hits 11.6% with payout eyed ahead of CEO change

TELUS Corporation opened Friday trading with the stock mostly reacting to its dividend, not this week’s CEO news. TSX shares ended July 2 at C$14.46, a 3.6% slide. The quarterly payout is C$0.4184, putting the yield around 11.6% at that price. With a telecom yield over 11%, questions on cash flow are front and center. TMX Group’s 2026 market calendar shows Canada Day, July 1, as a holiday on Canadian exchanges. July 3 is listed as a U.S. holiday, with special settlement rules for USD-denominated issues. NYSE and Nasdaq stayed closed for the U.S. Independence Day holiday, leaving the Toronto board as the main price for TELUS on Friday.
3 July 2026
··
AbbVie beats analyst estimates and posts one-day value jump bigger than Apogee deal size

AbbVie beats analyst estimates and posts one-day value jump bigger than Apogee deal size

AbbVie Inc. jumped about $17.8 billion in market cap Thursday, outpacing the value of the deal that’s driving a fresh look at the drugmaker from investors. Shares closed up 3.99% at $261.07 after hitting a 52-week high of $261.64, with the move coming off a $10.01 gain on roughly 1.77 billion shares outstanding. Valuation is the less obvious story here. AbbVie closed above the 12-month target from Investing.com’s 28-analyst average of $256.14, the $258.28 three-month average target from Google Finance, and RBC Capital’s $260 call. So now it’s not about the stock catching up to analyst targets. The focus turns to whether analysts raise their numbers before or after the July 31 Q2 call.
3 July 2026
···
BitMine (NYSE:BMNR) stock lags behind declared crypto assets as ETH position rises

BitMine (NYSE:BMNR) stock lags behind declared crypto assets as ETH position rises

BitMine Immersion Technologies, Inc. added 1.5% late Thursday, though most of the action was in the discount. The latest stock price with MarketWatch’s share count pegs the equity at around $8.18 billion. That’s still under the $9.8 billion total BitMine said it held in crypto, cash, marketable securities, and “moonshots” as of June 28. The pricing works out to about 83 cents per $1 of reported assets before preferred equity, liabilities, taxes, and operating expenses. That’s key here—BitMine now trades less like a miner, more like a listed ETH balance-sheet play with a fresh spot in the Russell 1000.
2 July 2026
···
AMD (NASDAQ:AMD) edges lower as market looks at $1 trillion CPU potential

AMD (NASDAQ:AMD) edges lower as market looks at $1 trillion CPU potential

Shares of Advanced Micro Devices slipped Thursday, despite more bullish price targets from big Wall Street firms. The market is debating whether AMD’s AI value still sits with its CPUs instead of GPUs. The stock fell 3.5% to $521.78 in late-morning trading in the U.S., giving it a market cap of about $861.4 billion and a trailing P/E ratio of 171.2, based on the latest quote. It closed at a record $580.91 on June 30, putting its market value close to $947 billion, according to Barron’s.
2 July 2026
···
Dow Jones closes down 437 points, short of 20th record high close for 2026

Dow outpaces S&P 500 after weak jobs data; record close in sight

The Dow Jones Industrial Average jumped 435.10 points, or 0.83%, to 52,740.34 as of 10:51 a.m. EDT on Thursday, leading U.S. stocks higher. The blue-chip index moved in a range between 52,395.22 and 52,805.12, topping both its prior close of 52,305.24 and the record close of 52,319.20 from Tuesday. The S&P 500 rose 0.24% at that time, while the Nasdaq Composite slipped 0.21%. Thursday will see normal U.S. stock trading hours, and it's also the last cash session before the July 4 holiday. Markets open at 9:30 a.m. ET and close at 4:00 p.m. ET for both NYSE and Nasdaq. Both exchanges have Friday, July 3, 2026, marked as closed.
2 July 2026
····
Rivian (NASDAQ:RIVN) stock jumps as guide math shifts focus to second-half R2 ramp

Rivian (NASDAQ:RIVN) stock jumps as guide math shifts focus to second-half R2 ramp

Rivian Automotive, Inc. jumped in early U.S. trading on Thursday after the electric-vehicle maker raised its 2026 delivery forecast, but the sharper investor read is in the guide math: the company still needs to deliver almost twice its second-quarter volume in each of the next two quarters to hit the midpoint of the new range. Market data near 9:54 a.m. EDT showed Rivian well ahead of EV peers and broad U.S. equity proxies.
2 July 2026
··
Palantir surges, adding $23 billion as Nvidia AI tie-up pushes valuation

Palantir surges, adding $23 billion as Nvidia AI tie-up pushes valuation

Palantir Technologies Inc. trades more like a gatekeeper for enterprise AI than a regular software play. The stock finished Wednesday at $125.73, up $9.06, or 7.77%, with 58.56 million shares traded. That’s well above the 65-day average volume of 45.17 million. Premarket quotes put the shares at $128.60 as of 8:42 a.m. EDT Thursday, up 2.28%. Still off the 52-week high of $207.52.
2 July 2026
·
Grab gains as Stash deal brings in fintech boost, Vietnam clock ticking

Grab gains as Stash deal brings in fintech boost, Vietnam clock ticking

Grab Holdings Limited finished higher in U.S. trading Wednesday. After the bell, the company said it now owns Stash Financial, the U.S. investing app. Singapore-based Grab made the move as new Vietnam e-commerce rules start tightening compliance requirements for its delivery and marketplace businesses. Grab closed at $3.89 on Google Finance, up 3.18% for the day. After-hours, it ticked up to $3.90 as the regular session ended at 4:00 p.m. in New York. Nasdaq Composite lost 0.66% and the S&P 500 fell 0.22%, AP data showed.
2 July 2026
··
Dow Jones closes down 437 points, short of 20th record high close for 2026

Dow Jones closes down 437 points, short of 20th record high close for 2026

The Dow Jones Industrial Average edged down 13.96 points on Wednesday. The drop came after an earlier gain that saw it hit 52,742.66, but the Dow lost steam, slipping 437.42 points from that intraday high. It settled at 52,305.24, missing out on what would have been its 20th record close of 2026. In the last 30 minutes, the index needed just a small gain to get to that milestone. Investors paid more attention to the swings in the tape than to how the Dow closed. The index fell much further from its high than the final change showed—a 31:1 ratio. The Dow traded across a 716.02-point range for the day, equal to 1.37% of its closing value, according to WSJ quotes at 4:20 p.m. EDT.
1 July 2026
······
Bending Spoons stock debut leaves $720 million pricing gap as BSP jumps on Nasdaq

Bending Spoons stock debut leaves $720 million pricing gap as BSP jumps on Nasdaq

Regular Nasdaq stock trading had just ended at the dateline time. Nasdaq lists its main stock market hours from 9:30 a.m. to 4 p.m. ET and its 2026 calendar marks July 3, not July 1, as the Independence Day market closure. Bending Spoons S.p.A., the Milan-based owner of AOL, Vimeo, Evernote and WeTransfer, jumped in its first U.S. session Wednesday. The stock was quoted at $41.42 at 15:57:59 EDT, up 42.8% from its $29 offer price. The quote followed a $30.70-$43.98 day range.
1 July 2026
···
Fox’s (NASDAQ:FOXA) Tubi push highlights streaming ad, Roku deal numbers

Fox’s (NASDAQ:FOXA) Tubi push highlights streaming ad, Roku deal numbers

Fox Corp named Seana Sullivan as senior vice president of corporate communications. Sullivan had been Tubi’s VP of communications and publicity. She will now oversee messaging for Fox’s digital strategy, as Fox preps a pitch to investors on its planned Roku buy. Sullivan is taking charge of communications strategy for Tubi Media Group and other Fox digital units overseen by Paul Cheesbrough, such as Fox One, Red Seat Ventures, AdRise and Credible. She will report to Lauren Townsend, who is Fox’s EVP of communications.
1 July 2026
··
Nu Holdings shares trade higher with turnover near $1B buyback target

Nu Holdings shares trade higher with turnover near $1B buyback target

Nu Holdings Ltd. jumped 15.5 cents to $13.515 by mid-afternoon in New York. Volume was active. Shares traded between $13.12 and $13.93. That’s a span of about 6%, much wider than the 1.1% range for Invesco QQQ Trust Series 1 and 2.2% for iShares MSCI Brazil ETF. The table below is based on last trade data collected between 18:41 and 18:43 UTC. Dollar turnover comes from multiplying the last price by the reported volume.
1 July 2026
·
1 2 3 … 155

Stock Market Today

  • Oracle seen set up for gains, but stock price too high for now
    July 4, 2026, 7:35 AM EDT. Oracle Corp is in a good spot for future growth, according to one tech-focused investor, but its stock looks expensive at current prices. The analysis calls out a gap between Oracle's business outlook and what the market is pricing in, suggesting the shares could be overvalued. High valuations like this can set up for a pullback even when the company's main business is doing well. The report says investors need to keep these risks in mind.
Go toTop