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.

Palantir (NASDAQ:PLTR) jumps, sets new valuation high after NVIDIA (NASDAQ:NVDA) AI agreement

Palantir (NASDAQ:PLTR) jumps, sets new valuation high after NVIDIA (NASDAQ:NVDA) AI agreement

Palantir Technologies Inc. surged 8.8% to $126.98 as of 10:47 a.m. EDT Wednesday. Shares saw an intraday low of $117.70. The company’s valuation hit around $326.5 billion. For investors, the question is the numbers. Trefis said on June 29 that Palantir's $270.3 billion market cap looked reasonable if revenue climbed from $5.2 billion to $34.4 billion over seven years, using a P/E of 28.8 and a net margin of 27.3%. With the stock at a $326.5 billion valuation as of Wednesday morning, the year-seven revenue target jumps to about $41.5 billion and the needed CAGR goes to 34.6% from around 31%.
1 July 2026
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CoreWeave and Nebius face Nasdaq-100 test as AI rally cools

Meta (NASDAQ:META) cloud move rattles CoreWeave (NASDAQ:CRWV), Nebius (NASDAQ:NBIS) as $15 billion AI compute deal shifts to risk

Meta’s shift in cloud spending hit CoreWeave and Nebius after the $15 billion AI compute backstop turned into a risk. New York, July 1, 2026, 11:03 EDT Meta Platforms jumped nearly 10% Wednesday after Bloomberg News said, via Reuters, that the company is starting a cloud business to sell surplus AI computing power. CoreWeave was down 14% and Nebius Group dropped 16% as of 10:50 a.m. in New York, according to current data.
1 July 2026
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Sam’s Club rotisserie chicken brings Walmart closer to Costco’s $5 draw

Sam’s Club rotisserie chicken brings Walmart closer to Costco’s $5 draw

Sam’s Club, a Walmart Inc unit, scored first in a new Consumer Reports ranking of U.S. grocery rotisserie chickens, bumping Costco Wholesale Corp out of the lead. Mystery shoppers picked up chickens at as many as three stores on different dates and sent them still warm for a blind tasting in a lab. Sam’s Club undercut rivals on rotisserie chicken, with its Member’s Mark chicken at $4.98 for around three pounds—just a penny less than Costco and BJ’s average of $4.99. Sam’s also ranked higher on taste, a category where front-line price matters for warehouse clubs.
1 July 2026
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Hub Group (NASDAQ:HUBG) lawsuit date lands before restatement filing

Hub Group (NASDAQ:HUBG) lawsuit date lands before restatement filing

Hub Group Inc holders have until Aug. 28 to ask for lead plaintiff status in a securities suit, even though the freight broker hasn’t yet filed its restated results. That deadline sets up a situation where the lawsuit may move faster than the company’s new numbers. Faruqi & Faruqi said Tuesday it’s telling investors about an Aug. 28 deadline for a federal securities class action against Hub. The complaint says Hub made misstatements tied to revenue recognition in 2023 and 2024 and understated purchased transportation costs and accounts payable in the first three quarters of 2025.
1 July 2026
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MARA stock slips after Bitcoin drop and Long Ridge data center deal news

MARA stock slips after Bitcoin drop and Long Ridge data center deal news

MARA Holdings, Inc. ended the U.S. cash session Tuesday at $13.89, down 0.9% as bitcoin extended losses and broad tech benchmarks gained. The stock swung between $13.285 and $14.02, a 5.2% range, with 42.0 million shares changing hands. That’s about 11% of the 381.27 million shares outstanding on Google Finance. MARA dropped but held up better than bitcoin, Hut 8 Corp, Riot Platforms Inc., and CleanSpark Inc.. Still, it lagged SPDR S&P 500 ETF Trust and Invesco QQQ Trust.
30 June 2026
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July 1 student loan rules put more investor risk on nonprofit degrees, new data show

July 1 student loan rules put more investor risk on nonprofit degrees, new data show

July 1 student loan changes are shaking up where the risks land. New Department of Education data show fewer for-profit college programs now face losing federal aid under the final earnings rule. Nonprofit schools, on the other hand, now have almost five times more exposure tied to programs flagged as likely to fail. Investors now need to look past tax status and focus on what programs each school runs. Investors looking at Grand Canyon Education, Strategic Education, Perdoceo Education, or private lenders like SLM Corp and SoFi Technologies usually start with federal-aid exposure. The next thing they watch is private credit demand from families once federal limits are reached.
30 June 2026
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UiPath (NYSE:PATH) trails tech rally with buyback math raising ARR pressure

UiPath (NYSE:PATH) trails tech rally with buyback math raising ARR pressure

UiPath, Inc. ticked higher in Tuesday's session, though the move lagged a wider run in big software and tech stocks. Shares were seen trading at $10.735, up 5.5 cents over the previous close. Volume crossed 35 million shares. Market cap stood near $5.67 billion. PATH still rests more on capital-return hopes than a clear growth shift. The New York Stock Exchange was open for its main trading session at the dateline. Regular hours run from 9:30 a.m. to 4:00 p.m. ET. June 30 is a normal trading day in 2026, not a holiday. The NYSE will close next on July 3 for the Independence Day holiday.
30 June 2026
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CELZ jumps before FDA update as traders weigh dilution math

CELZ jumps before FDA update as traders weigh dilution math

Creative Medical Technology Holdings, Inc. shares surged Tuesday on Nasdaq. The Phoenix biotech pulled an equity-and-warrant registration statement that was big versus its share count. Timing is key here. New York was in regular trading hours at the dateline. Nasdaq’s standard U.S. market hours are 9:30 a.m. to 4:00 p.m. ET. Its 2026 holiday calendar points to July 3 as the next market holiday, not June 30.
30 June 2026
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Freshworks (NASDAQ:FRSH) stock: Russell additions put buyback math back in focus

Freshworks (NASDAQ:FRSH) stock: Russell additions put buyback math back in focus

Freshworks Inc enters Tuesday’s session with a new index tag and a buyback big enough to change the per-share math if management keeps using it. The stock closed Monday at $10.21 and was quoted at $10.15 in premarket trade at 8:55 a.m. EDT, MarketScreener data showed. The NYSE holiday calendar lists the next U.S. market closure as July 3 for Independence Day observed. The tape was heavier than a normal Freshworks session. Yahoo data showed Monday volume of 52,973,675 shares against average volume of 13,964,630, about 3.8 times the usual level. That volume came as index notices from S&P Capital IQ showed additions to Russell 2000 Value and Russell 2000 Value-Defensive indexes.
30 June 2026
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Abivax stock jumps as safety denominator eases obefazimod cancer worry

Abivax stock jumps as safety denominator eases obefazimod cancer worry

Abivax SA rose sharply in Paris on Tuesday after late Monday data gave investors a cleaner way to judge cancer risk in its ulcerative colitis drug programme. Euronext Paris was open for a regular session, with June 30 listed as a 0900-1730 CEST trading day. The stock was last shown at 113.10 euros, up 35.77%, with a five-day gain of 32.05% and a year-to-date loss cut to 6.06%, MarketScreener data showed. U.S.-listed shares had jumped 26.4% in extended trading after the release, Reuters reported.
30 June 2026
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Bitcoin lending bounces back, Wall Street credit takes lead as $60,000 level looms

Bitcoin lending bounces back, Wall Street credit takes lead as $60,000 level looms

Silicon Valley Bank, part of First Citizens BancShares, put bitcoin-backed loans in front of credit investors again, saying the business has shifted from failed crypto firms to overcollateralized lending, bank lines, and rated ABS. CoinDesk and FinanceFeeds reported on the change in the last 24 hours. Bitcoin traded under $60,000 at the time. For investors, the key is in the loan terms. A lender who requires $2 in bitcoin for every $1 lent and who liquidates at 80% loan-to-value gets a 37.5% price cushion on bitcoin before forced selling, if there’s no repayment or collateral added. At the price on the dateline, liquidation would hit around $37,100. SVB said Ledn hasn’t reported losses from collateralized consumer loans after bitcoin’s 48% slide from last year’s high.
30 June 2026
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US stocks edge lower after hours as ETF tape slows following Dow record, Nasdaq rise

US stocks edge lower after hours as ETF tape slows following Dow record, Nasdaq rise

U.S. stock-index ETFs edged lower in late trading Monday, pulling back after a session where the Dow finished at a record and the Nasdaq jumped over 2%. Regular session gains leaned on tech, index reshuffling, and quarter-end flows, but after-hours moves showed little follow-through. The main indexes ended with strong gains. The Dow Jones Industrial Average climbed 306.63 points, or 0.59%, to 52,182.74. The S&P 500 jumped 86.41 points, or 1.18%, to 7,440.43. The Nasdaq Composite was up 522.53 points, or 2.07%, ending at 25,820.14, according to Reuters. The Russell 2000 edged up just 0.33 point to 3,010.42, AP said.
30 June 2026
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Coeur Mining outperforms miner ETFs after S&P MidCap 400 news, despite soft silver

Coeur Mining outperforms miner ETFs after S&P MidCap 400 news, despite soft silver

Coeur Mining, Inc. climbed Monday even as most gold and silver stocks slipped, a rare split that lets investors see if CDE is moving more with indices now, not just with metals prices. U.S. stocks traded as usual Monday. The New York Stock Exchange schedule listed June 29 as open, with hours from 9:30 a.m. to 4 p.m. EDT. MarketWatch kept Coeur flat after hours at $16.33 at 6:51 p.m. EDT, following a 31-cent gain in the session. Trading volume reached 35.4 million shares, 119% above its 65-day average.
30 June 2026
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Copart (NASDAQ:CPRT) drops as CEO departure lands during Russell reshuffle

Copart (NASDAQ:CPRT) drops as CEO departure lands during Russell reshuffle

Copart, Inc. dropped 8.02% on Monday, finishing at $28.10 after the company announced CEO Jeff Liaw will leave at the end of July, with former chief Jay Adair coming back to take over. Shares closed just 3 cents off the day’s low, according to market data. The move left Copart trailing the Nasdaq Composite by around 10 points, as the index added 2.04%. Copart lost around $2.4 billion in market value after the latest drop, based on a $27.0 billion market cap and a one-day decline. Trading volume totaled 18.09 million shares, running about 23% higher than Robinhood’s 14.66 million average. Shares hit a 52-week low at $28.08.
29 June 2026
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Netflix Stock Gets $25 Billion Buyback Boost After Warner Bros Deal Collapse

Netflix shares underperform Nasdaq as NBCUniversal tie-up chatter fails to move premium

Netflix, Inc. lagged the tech rally on Monday. Shares finished at $73.78, off 0.04%. The Nasdaq Composite added 2.1% and the S&P 500 rose 1.2%. The spread came as traders looked to media merger chatter, with buyers chasing likely acquisition targets and betting on cable deals, but skipping over Netflix. This is worth noting as Netflix is acting more like an earnings trade than a name following the index bounce. The Nasdaq moved up 2% but Netflix stayed pinned near its low end for the year.
29 June 2026
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Maruti Suzuki puts battery recycling with MiniMines in EV cost mix, AI stays in play

Maruti Suzuki puts battery recycling with MiniMines in EV cost mix, AI stays in play

Maruti Suzuki India picked five startups on Monday – four focused on AI and digital processes, and one in battery recycling. MiniMines, based in Bengaluru, will handle recycling old lithium-ion batteries and recover precious materials. The other four – Easework AI, Sarvam AI, Siftly, and CodeMate AI – will work on areas like procurement, customer support, marketing, and software. Hisashi Takeuchi, Maruti’s MD and CEO, said MiniMines will “support us in safely recycling end-of-life batteries”, while the other four startups will help “drive efficiency” in different business operations. All five companies came through the fifth round of the Maruti Suzuki Incubation Program with IIM Bangalore’s NSRCEL.
29 June 2026
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Lucid’s cost cuts and promo deadlines shift focus to LCID’s next delivery numbers

Lucid’s cost cuts and promo deadlines shift focus to LCID’s next delivery numbers

Lucid Group, Inc. heads into Monday with investors focused on two things: the updated cost-cutting plan now stacks up versus the equity market cap, and the company is up against a June 30 deadline for its latest sales push. The stock last traded at $5.92, up 82 cents from its previous close, and the company’s market cap stands at about $1.94 billion. Tesla Inc. changed hands at $379.71, while Rivian Automotive Inc. was at $15.63. That leaves Lucid with the thinnest equity buffer of the three U.S.-listed EV companies mentioned.
29 June 2026
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Southwest (NYSE:LUV) moves forward with more St. Louis route cuts as investors eye capacity

Southwest (NYSE:LUV) moves forward with more St. Louis route cuts as investors eye capacity

Southwest Airlines Co is slicing more service at St. Louis Lambert International Airport, dropping seven route pairs in the third quarter compared to last year, according to Simple Flying. The carrier still leads in seats at Lambert. The report cites Cirium data measuring Q3 schedules year over year through 2025. The main story for investors is the mix. This isn't a minor city pullback. Air Service One, citing Cirium schedules, said Southwest's St. Louis flying falls to 3.2 million two-way seats in Q3 2026, off 8% from a year earlier. Southwest's share drops to 61% from 65%. The carrier will run 53 routes, cutting Des Moines, Little Rock, Long Beach, Oklahoma City, San Jose, Tulsa and Wichita compared with Q3 2025.
29 June 2026
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AST SpaceMobile spike faces 62 million shares sold short

AST SpaceMobile spike faces 62 million shares sold short

AST SpaceMobile, Inc. traded higher in premarket action Monday, though the short side looked more crowded. MarketWatch’s delayed quote at 7:01 a.m. EDT showed 461,440 shares traded before the bell. Short interest was reported at 62.49 million shares as of June 15, or 24.09% of public float, according to the same MarketWatch page. MarketWatch’s tape had it set up like this:
29 June 2026
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Stock Market Today

  • Indexes Split as Chip Stocks Fall on AI Worries, Jobs Miss
    July 4, 2026, 10:52 AM EDT. S&P 500 closed flat, with the Dow Jones Industrial Average up 1.14% and reaching a record. The Nasdaq 100 slid 1.61% as chipmakers fell for a second straight session, weighed by doubts about AI momentum and a selloff in South Korea's Kospi, where SK Hynix and Samsung Electronics dropped. US June payrolls came in softer than forecast at 57,000, while the unemployment rate fell to a one-year low at 4.2%, fueling bets on a Fed rate pause. Factory orders showed smaller losses and good gains outside transport. Q2 earnings outlooks stay strong, helped by AI-linked infrastructure stocks. WTI crude dropped to its lowest in over four months as supply climbed.
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