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.

AMD Shares Move Higher After BofA Lifts AI CPU Forecast

AMD Shares Move Higher After BofA Lifts AI CPU Forecast

AMD shares rallied Thursday, ending the day at about $488.40, up $36.00, or nearly 8%, from a $452.40 close on Wednesday. Shares reversed their losses from earlier in the week and traded near session highs for much of Thursday. Bank of America cited CPUs' potential impact on agentic AI in its new note, lifting AMD’s price target to $560 from $500. The bank now sees the 2030 server CPU total addressable market at more than $170 billion, up from $125 billion, saying agentic AI might open up a bigger CPU opportunity than it had expected.
Dow surges almost 930 points after the bell as oil drops on Iran strike reversal

Dow surges almost 930 points after the bell as oil drops on Iran strike reversal

Dow Jones bounces back after Thursday’s close, gaining 929.60 points, or 1.86%, to finish at 50,848.38. That’s up from Wednesday’s close at 49,918.78. The rebound lifts the index after the previous day’s selloff, but it’s still under last week’s 51,561.93 close for June 4. Stocks picked up speed after President Donald Trump called off planned military strikes on Iran. That move eased some nerves over a wider conflict in the region and helped calm energy markets. Reuters said U.S. stocks were already moving higher after losses on Wednesday, even before Trump’s announcement. Oil prices fell hard after the news.
Amazon trades near $238 after $17.5B AI loan brings focus back to spending plans

Amazon trades near $238 after $17.5B AI loan brings focus back to spending plans

Amazon.com, Inc. shares hovered near unchanged Thursday, trading around $238. The stock was steady after taking a hit in the last session. Investors looked at Amazon’s recent financing deal connected to its artificial intelligence infrastructure. AMZN was last seen at $238.57, up 0.24% from the previous close, swinging between $235.25 and $240.50 over the session. Amazon fell 2.53% on Wednesday to close at $238.00, sliding with other big tech stocks as the broader market sold off. MarketWatch said the S&P 500 dropped 1.62% while the Dow lost 1.87% in the session.
Dollarama Shares Rise on Q1 Beat, TSX Retail Names Gain

Dollarama Shares Rise on Q1 Beat, TSX Retail Names Gain

Dollarama Inc. shares rose on Thursday. The Montreal discount chain turned in better-than-expected fiscal Q1 numbers, giving investors more reason to bet on shoppers' focus on value items as Canadians keep cutting back. The stock jumped 8.11% to CA$194.13 by 10:45 a.m. ET on the Toronto Stock Exchange, up from its open at CA$185.00 and just shy of its intraday peak of CA$195.29, per Google Finance. Shares stayed under their 52-week high of CA$209.96 but traded well clear of the 52-week low at CA$166.00.
Coupang Rises as $410 Million Korea Data Fine Finally Lands

Coupang Rises as $410 Million Korea Data Fine Finally Lands

Coupang, Inc. shares climbed Thursday after South Korea’s privacy regulator set a record fine for last year’s big data breach and another data-collection issue. Investors now have a firm number for the regulatory question that’s been dogging the New York-listed e-commerce company. Shares were recently up $0.84, or 5.6%, at $15.96. The stock earlier hit $16.89. No one saw it as a full vote of confidence. Relief is closer, but plenty of strings attached. South Korea’s Personal Information Protection Commission on Thursday approved 624.681 billion won in penalties and 16.8 million won in administrative fines for Coupang, along with orders for corrective action, public notices and other steps. According to the regulator, the case affects 37.55 million people whose data was leaked and another 11.17 million who had their online activity tracked illegally.
11 June 2026
Mister Car Wash Seen at $7.10 After Nasdaq Delisting, MCW Now Off the Board

Mister Car Wash Seen at $7.10 After Nasdaq Delisting, MCW Now Off the Board

Mister Car Wash stock is showing up on some retail quote pages with a $7.10 price, but there’s no trading, no open, high, low, or volume numbers. The company says common shares have stopped trading and are set to come off Nasdaq. MCW shares are showing an outdated price now—what's on screen isn’t a current market move. Nasdaq told traders the last trading day was May 18, 2026, with suspension set for May 20. The merger is set at $7.00 per share, which is the cash amount due for each qualifying public share.
11 June 2026
Marvell shares edge up premarket after recent AI chip slump hit S&P 500

Marvell shares edge up premarket after recent AI chip slump hit S&P 500

Marvell Technology, Inc. shares tried to bounce early Thursday after dropping sharply on Wednesday. Investors are watching to see if the upcoming S&P 500 addition will help stabilize what’s been one of the most volatile AI chip names. Marvell finished at $252.59 on June 10, down 5.35% for the day. In premarket action, the stock was up 3.16% at $260.56, according to Google Finance. This isn’t just about one earnings beat. It’s a fight between two forces. Marvell is set to join the S&P 500 before the open on June 22, which usually means index funds have to step in and buy Marvell shares. At the same time, investors are cashing out of hot AI chip stocks after a rally. S&P Dow Jones Indices said Marvell will take Pool Corp.’s spot in the benchmark index as the quarterly rebalance hits.
SoFi stock falls as U.S. inflation brings back rate-hike talk for high-growth fintechs

SoFi stock falls as U.S. inflation brings back rate-hike talk for high-growth fintechs

SoFi Technologies dropped more than the overall market on Wednesday, finishing at $15.87, a loss of 60 cents. Investors rotated out of higher-volatility growth stocks after another hot inflation report kept the odds of more rate hikes on the table. Tuesday’s close hadn’t been hit by earnings news. It was the outlook on rates that shifted: Reuters said markets were now pricing in at least a 25-basis-point hike before year-end. A basis point equals one-hundredth of a percentage point. SoFi shares opened at $16.20 and pushed up to $16.72 early before sliding back to a session low of $15.83. The stock closed not far from that low. Volume was heavy at 86.18 million shares, up from the Google Finance average of 74.86 million, making clear the move down didn’t come on light trading.
Bloom Energy Drops After Crusoe Data-Center Pause Raises AI Power Worries

Bloom Energy Drops After Crusoe Data-Center Pause Raises AI Power Worries

Bloom Energy shares fell Wednesday after a data-center project linked to the AI power ramp was put on hold. That pushed investors to ask how fast the fuel-cell pipeline, often in the news, will actually turn into revenue. The stock last changed hands at $235.92, off $23.69 from Tuesday’s finish. It moved between $230.72 and $258.66 earlier in the session. Crusoe is under pressure after reports surfaced that it put Project Jade on hold. The 1.8-gigawatt data-center campus was planned for Cheyenne, Wyoming. According to Data Center Dynamics, Crusoe stopped work after a customer asked it to pause. The customer’s name and the reason weren’t given. One gigawatt equals 1,000 megawatts, a size more common for utility power plants than a single data center.
UiPath Stock Moves Higher, but ARR Growth Stays in Focus for PATH

UiPath Stock Moves Higher, but ARR Growth Stays in Focus for PATH

UiPath Inc. shares ticked up Wednesday morning, recovering a bit after Tuesday’s drop, but the move did little to settle the big question hanging over PATH: whether its agentic AI automation efforts will translate into quicker recurring growth. The stock last traded at $10.865, up 11.5 cents, after moving between $10.34 and $10.92 earlier in the session. PATH had closed at $10.75 Tuesday, off 3.76%. There was no new company announcement in the past day. UiPath’s investor-relations site still showed its June 4 One NZ customer news at the top, then a June 3 Dubai security certification update. Investors kept looking back at the May 28 earnings report and this week’s analyst notes.
Mister Car Wash Stock Shows $7.10, But MCW Is No Longer Trading After Leonard Green Deal

Mister Car Wash Stock Shows $7.10, But MCW Is No Longer Trading After Leonard Green Deal

Mister Car Wash investors looking up MCW today are seeing a price that looks alive but is not behaving like a tradable stock. Robinhood’s snapshot still lists Mister Car Wash at $7.10, yet shows no open, high or low for June 10 and volume of zero, which matters because the company has already completed its take-private sale and its common stock has ceased trading. The reason MCW is not moving is straightforward: there is no regular public market left for it. Mister Car Wash said on May 19 that investment funds managed by Leonard Green & Partners completed the acquisition in an all-cash deal implying a total enterprise value of $3.1 billion. Enterprise value is the takeover value of the business, including equity and debt-like obligations.
10 June 2026
Social Security’s 2032 Cliff Just Got Closer — And Washington Is Running Out Of Road

Social Security’s 2032 Cliff Just Got Closer — And Washington Is Running Out Of Road

Social Security’s main retirement trust fund is now expected to run short in late 2032, putting millions of Americans on course for an automatic 22% benefit cut unless Congress acts. The annual trustees report moved the depletion date up to the fourth quarter of 2032 from the first quarter of 2033. The timing matters because this is no longer a distant budget warning. The 2032 date falls inside the next presidential term after the 2028 election, and Washington’s long habit of delay is narrowing the room for a soft landing. A Washington Post editorial said every 2028 candidate now needs a Social Security plan because the program is projected to run out of reserves during that president’s term.
TSMC Shares Slip After Reporting Record May Sales, AI Strains Still in Focus

TSMC Shares Slip After Reporting Record May Sales, AI Strains Still in Focus

TSMC posted record monthly revenue on Wednesday, offering the firmest sign yet that sales are strong. Shares dropped anyway. It’s not about demand for AI chips—the market already gets that. Now investors want to know if TSMC can handle the load without pushing too hard on capacity, margins or their patience. TSMC reported May consolidated net revenue at NT$416.98 billion, a gain of 30.1% from May 2025 and 1.5% higher than April. For January through May, revenue hit NT$1.962 trillion, up 30.0% from a year earlier.
IREN Stock Pauses as Nvidia Rally Cools Before Holiday

IREN Shares Fall Again; Microsoft AI Cloud Agreement Still in Focus

IREN Limited shares dropped again ahead of the open Wednesday, after two volatile sessions that have caught traders’ attention in AI infrastructure. The stock closed Tuesday at $54.02, down 8.73%, reversing its 8.91% move higher from Monday. IREN was last seen quoted at $52.01 by 7:56 a.m. EDT, off another 3.72%. It’s not about new company guidance. The move is on risk sentiment. Bitcoin was last trading near $60,948, off 2.8%. Reuters reported U.S. tech futures fell as investors weighed high valuations, inflation reports, and new geopolitical risks. That’s affecting IREN, which trades between a crypto miner and an AI data-center stock.
Oracle Stock Moves Higher as AI Backlog Draws Focus

Oracle Faces $600 Billion AI Bet as Traders Watch for Volatility

Oracle stock slipped ahead of its earnings report Wednesday, as investors want signs the company can turn its big AI cloud backlog into revenue to match its data-center outlays. Shares were recently at $205.81, off 2.8%, in early New York trading. Oracle said it will release fiscal fourth-quarter numbers after the close on Wednesday, with a call set for 4:00 p.m. Central Time. The timing is tight.
Marvell Is Now in the S&P 500. The Focus Turns to Its Next Move

Marvell Is Now in the S&P 500. The Focus Turns to Its Next Move

Marvell Technology shares slumped 7.6% to $266.88 on Tuesday, erasing the S&P 500 buzz as investors dropped chip stocks after a short bounce. Its market cap was about $238 billion, Nasdaq data showed. Timing is key here. S&P Dow Jones Indices said Marvell will join the S&P 500 before the market opens June 22, taking the spot of Pool Corp in the main index. That switch can drive index funds, which track stock benchmarks, to buy Marvell shares near the change date.
Nokia Drops 7% After Nvidia 6G Chatter Hits AI Stocks

Nokia Drops 7% After Nvidia 6G Chatter Hits AI Stocks

Nokia shares fell 7% after talk of Nvidia moving into 6G pressured AI-linked stocks. Helsinki, June 10, 2026, 02:03 EEST Nokia Oyj shares dropped 6.99% on Tuesday, with the stock ending at 11.970 euros, down 0.900 euro. The selloff wiped out much of the AI-fueled gains for Nokia as investors started to question whether Nvidia could change the outlook for older telecom equipment groups.
10 June 2026
T1 Energy Stock Just Got Hit—KORE Deal Filing Puts Dilution Back in Focus

T1 Energy Stock Just Got Hit—KORE Deal Filing Puts Dilution Back in Focus

T1 Energy Inc. shares slid on Tuesday after a new securities filing put fresh attention on the stock component of its planned KORE Power acquisition, adding a dilution question to a deal meant to push the company deeper into batteries and data-center power. The stock was last at $8.46, down 68 cents, after trading between $7.80 and $9.51. Volume topped 41 million shares. The drop came on a weak day for solar-linked stocks: First Solar fell about 4.8%, SolarEdge lost 9.7%, the Invesco Solar ETF dropped 2.7%, and the SPDR S&P 500 ETF eased 0.3%.
Uranium Energy Drops 17% After Reporting Q3 Loss

Uranium Energy Drops 17% After Reporting Q3 Loss

Uranium Energy Corp shares dropped Tuesday as the miner posted a bigger fiscal third-quarter loss. The weak results weighed on news the company has kicked off production at its Burke Hollow project in South Texas. The stock dropped roughly 17%, quoted lately at $10.43 after dipping to $10.305. Volume was strong. Selling outpaced moves in other uranium names.
Costco Drops Kirkland Prices While Prepping New Florida Warehouse

Costco Drops Kirkland Prices While Prepping New Florida Warehouse

ISSAQUAH, Washington, June 9, 2026, 09:05 PDT Costco Wholesale dropped prices on some Kirkland Signature goods, knocking as much as $10 off frozen wings, chocolate almonds, golf balls and king-size sheets. The warehouse retailer again played up its value pitch, listing the reductions under “Lowering Everyday Low Prices” in its fiscal third-quarter materials.
9 June 2026
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Stock Market Today

  • Crypto Community Clashes Over Plan to Freeze Satoshi’s Bitcoin on Quantum Threats
    July 4, 2026, 3:53 PM EDT. A new push to freeze Satoshi Nakamoto's old bitcoins to guard against quantum hacks is setting off a fierce split in crypto circles. Bitcoin Improvement Proposal 361 (BIP-361) lays out a phased move to quantum-safe encryption, but has people arguing over what to do with coins that could be at risk. Jameson Lopp, a longtime Bitcoin voice, is backing freezes on sleeping wallets to block possible theft. But Bitwise CIO Matt Hougan is backing Nic Carter's idea of a legal trust, pegging ownership to historical electronic signatures. Hougan said messing with the rules could shake the market, since most traders see Satoshi's coins as unreachable anyway. There's still no working quantum-proof fix, so the question is open and could matter a lot for Bitcoin's long-term safety.
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