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.

Nokia (HEL:NOKIA) shares fall, AI rebound in question with 18 billion euros wiped from June highs

Nokia (HEL:NOKIA) shares fall, AI rebound in question with 18 billion euros wiped from June highs

Nokia Oyj dropped in Helsinki on Friday, extending a slide that’s wiped out about 18 billion euros in market value since its peak in early June. The network equipment maker has continued putting out AI-networking updates to investors during this period. Nokia shares changed hands at 11.740 euros after finishing last at 12.185 euros. Market cap was listed at 66.04 billion euros by Investing.com. Trading on Nasdaq Helsinki was active at the time; exchange hours are 10:00 a.m. to 6:25 p.m. EEST.
26 June 2026
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Bloom Energy (NYSE:BE) trades choppy after Russell Top 200 adds the AI play

Bloom Energy (NYSE:BE) trades choppy after Russell Top 200 adds the AI play

Bloom Energy Corporation slumped sharply late Thursday, and the move was about more than just a single session. The fuel-cell stock will exit the small-cap ranks and join the Russell Top 200, so investors tracking the index have to handle BE as a large-cap now. Bloom was one of the fastest movers in the AI power group. Bloom changed hands last at $309.18 as of 4:48 p.m. EDT, off $17.11, or 5.2%. Shares ranged from $350.88 to $298.05 on the day, a swing of $52.83, about 16% of the previous close. Trading volume was 13.1 million shares.
25 June 2026
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Archer Aviation (NYSE:ACHR) falls as Texas vote math sparks non-vote risk worry

Archer Aviation (NYSE:ACHR) falls as Texas vote math sparks non-vote risk worry

Archer Aviation Inc dropped roughly 5% to $4.79 on Thursday. A shareholder vote to shift its legal headquarters to Texas has become a numbers test for the company, with the stock already down 14.6% over the last five sessions. Archer’s market cap was about $3.67 billion. Archer’s proxy says the redomestication needs a majority of all outstanding shares, not just a simple majority of votes cast. Abstentions and broker non-votes will count as votes against.
25 June 2026
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Nano-X Imaging (NASDAQ:NNOX) drops 45% on cash warning, pulls guidance

Nano-X Imaging (NASDAQ:NNOX) drops 45% on cash warning, pulls guidance

Nano-X Imaging Ltd. shares plunged Thursday, wiping out nearly half their market cap. The drop followed a quarterly update that made clear how much more cash the Nanox.ARC launch needs to stay on track. Shares finished the day at $0.8697, dropping 44.61%. The stock moved in a range from 75 cents to $1.17. About 17.8 million shares changed hands, or roughly 26% of shares outstanding. Market cap dropped to $60.5 million.
25 June 2026
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Plug Power (NASDAQ:PLUG) barely rises as Denmark hydrogen project exposes industry scale limits

Plug Power (NASDAQ:PLUG) barely rises as Denmark hydrogen project exposes industry scale limits

Plug Power Inc. edged up 0.4% to $2.62 Thursday, with close to 26 million shares traded. The company’s market cap sat around $3.64 billion. The stock stayed above its intraday low of $2.50 and was little changed from Wednesday’s $2.61 close. Plug edged up after slipping for three days. Shares dropped 3.69% Wednesday. The Nasdaq Composite lost 0.43%. The Dow closed up 0.35%.
25 June 2026
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US PCE for May 2026: prices outpace real spending, Fed hike risk up

US PCE for May 2026: prices outpace real spending, Fed hike risk up

U.S. consumers paid more in May, but higher prices drove most of the increase rather than people buying more. That has equity investors watching demand as they try to gauge whether earnings will hold up with inflation rising again. Commerce reported personal income climbed $181.6 billion, or 0.7%, in May. Disposable income was up $164.9 billion, and spending gained $156.1 billion, also a 0.7% rise. Real personal consumption expenditures, which strip out inflation, increased $43.8 billion, or 0.3%. Saving rate hit 3.0%. The PCE price index posted a 0.4% gain in May and 4.1% over the year. Core PCE, which excludes food and energy, was up 0.3% for the month and 3.4% on the year.
25 June 2026
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Boomers’ paper wealth strong, but cash is light, data show

Boomers’ paper wealth strong, but cash is light, data show

Baby boomers in the U.S. will hold nearly $90 trillion in household wealth by the end of 2025, over half the country’s total, but banks, brokers and consumer firms are more focused on their ready cash than net worth figures. Investopedia reported June 24 that average boomer net worth is above $1.6 million, with median net worth around $370,000. Gap tells the story here. Rich households drag up the average. But it's the median that lines up with the customers most firms want as boomers head further into retirement.
25 June 2026
Microsoft (NASDAQ:MSFT) stock drops as AI payback takes time

Microsoft (NASDAQ:MSFT) stock drops as AI payback takes time

Microsoft traded at $365.46 ahead of the U.S. open Thursday, off 2.3% from its last close. The U.S. cash market had not started trading yet in New York. Microsoft shares fell even as the company posted stronger sales. Fiscal third-quarter revenue was up 18% to $82.9 billion, net income rose 23% to $31.8 billion, and Azure and other cloud saw a 40% gain. Microsoft Cloud revenue hit $54.5 billion, up 29%.
25 June 2026
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Broadcom shares jump on OpenAI move, margin outlook still in focus for AVGO

Broadcom shares jump on OpenAI move, margin outlook still in focus for AVGO

Broadcom Inc. added $1.92, or 0.51%, to end at $382.07 on Wednesday. The stock had fresh headlines about OpenAI’s in-house chip effort but closed off session highs. Shares touched $388.74 earlier but pulled back by the end of trading. Volume came in at 29.79 million shares, or 114% of the 65-day average, MarketWatch said. OpenAI and Broadcom rolled out Jalapeño, OpenAI’s debut Intelligence Processor meant for LLM inference. Engineering samples are already running machine-learning jobs in the lab, including GPT-5.3-Codex-Spark, hitting production-level frequency and power, according to the companies. Early testing points to performance per watt beating the present state of the art.
25 June 2026
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Palantir sinks to 52-week low even after Zeta AI deal

Palantir sinks to 52-week low even after Zeta AI deal

Palantir Technologies Inc. stock dropped 3% to $113.19 on Wednesday. About 26.5 million shares changed hands. Shares hit a low of $112.94, slipping from Tuesday’s $116.70 close. Palantir shares fell further, pushing the stock close to the 52-week low. Markets Insider put the 52-week low at $113.58 and the high at $207.52. Barron’s said this week that the stock closed at its lowest in over a year, after it broke past an important technical mark.
24 June 2026
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XRP drops under $1.10 as ETF assets lag inflows by $459 million

XRP drops under $1.10 as ETF assets lag inflows by $459 million

XRP dropped 2.4% to $1.07 Wednesday, trading close to its session low with the dollar climbing and broader crypto prices in decline. Bitcoin shed 2.2% to $60,857. Ether slipped 0.8% to $1,640. U.S. spot XRP ETFs sent a clearer signal. The funds held $993 million in net assets on June 22, after pulling in $1.452 billion in total net inflows. They added another $5.31 million that day, SoSoValue data showed, as reported by PANews.
24 June 2026
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Foreign investors pull $8.6 billion from Korean, Taiwanese stocks

Foreign investors pull $8.6 billion from Korean, Taiwanese stocks

Foreign investors dumped about $8.6 billion of Korean and Taiwan stocks on Wednesday, while the KOSPI jumped 3.3% in Seoul. The bounce was led by Korean buyers. Overseas investors offloaded a net 4.66 trillion won, about 8.7% of market turnover, with local retail and instituionals picking up 4.55 trillion won. In Taiwan, foreign investors sold a record NT$177.42 billion, 12.2% of turnover. TSMC slid 4.02%, dragging the Taiex down by about 76% of its 1,057-point loss. “TSMC just fell victim to such profit-taking,” Cathay Futures analyst Tsai Ming-han said. The foreign outflows show that Seoul’s pop wasn’t a sign of risk appetite coming back. KOSPI ended at 8,471.02 after plunging 9.99% on Tuesday. That puts the index 7.1% under Monday’s all-time high of 9,114.55. Samsung Electronics climbed 9.84% and SK Hynix tacked on 0.98%, but Samsung stayed about 3.7% beneath Monday’s close following Tuesday’s 12.3% drop. Patrick Munnelly, market strategist at Tickmill Group, said investors are starting to wonder if the semiconductor rally has “run too high.”
24 June 2026
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Atlantic International stock rally puts $430 million Dutch wins against going-concern warning

Atlantic International stock rally puts $430 million Dutch wins against going-concern warning

Atlantic International Corp.’s stock rally has turned the small-cap staffing firm into a test of contract value versus balance-sheet risk: more than $430 million of recent Dutch public-sector wins against a stock-market value near $108 million. The date is a normal U.S. trading day. Nasdaq’s 2026 holiday calendar lists June 19, Juneteenth, and July 3, Independence Day observed, as closed days; June 24 is not on the listed closure schedule.
24 June 2026
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Rheinmetall drops, erasing €7 billion, as investors sour on naval push

Rheinmetall drops, erasing €7 billion, as investors sour on naval push

Rheinmetall AG shares tumbled Wednesday, as investors question more than the loss of a single German warship contract. At issue now is how much of the stock’s premium comes down to Berlin’s willingness to hand Rheinmetall fresh, complex naval projects. Shares dropped 13.5% to €1,009 at 10:04 CEST, after touching €972, which Google Finance listed as the 52-week low for the stock. There are 46.66 million shares outstanding. The €157.60 drop erased around €7.4 billion in market value during morning trading in Frankfurt. The lost contract would have brought revenue spread over years, not immediate profit.
24 June 2026
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Nasdaq Futures Drop Ahead of Open as Debt Concerns Hit AI Stocks

Nasdaq edges lower in after-hours as AI chip fall spurs margin chatter

U.S. stocks ended lower Tuesday after a volatile session. The Philadelphia SE Semiconductor index tumbled 7.9%, much steeper than the S&P 500, which lost 1.44%. Six of 11 S&P 500 sectors managed gains—consumer staples rose 1.8%. The Nasdaq dropped 2.21%. The Dow edged down 0.09%. On the NYSE, losers beat winners by a narrow 1.31-to-1 margin. Trading focused on recalibrating AI capex. “Some of the news lately about AI raises questions about all the spending that’s being done and the capex and ramping of the capacity for semiconductors,” said Thomas Martin, senior portfolio manager at Globalt. The after-hours update dropped after the NYSE’s late session wrapped. That session runs 4 p.m. to 8 p.m. ET on most trading days. June 23 was a regular session, not a holiday. It came after the Juneteenth break on June 19 and before the July 3 Independence Day close, as listed on the NYSE 2026 calendar.
24 June 2026
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Cerebras (NASDAQ:CBRS) heads into tighter margin territory post-Q1 beat as AI cloud shifts

Cerebras (NASDAQ:CBRS) heads into tighter margin territory post-Q1 beat as AI cloud shifts

• Cerebras posted first-quarter revenue of $193.4 million, jumping 94%. Cloud and other services brought in 178% more than a year ago.• The company projected core gross margin in the second quarter at 36% to 38%, well under the 46.5% it reported for the first quarter.• Shares last traded at $226.72, up 1.1%. The stock moved in a range of $210.11 to $236.99. Cerebras Systems’ first earnings as a public company showed strong growth, but investors zeroed in on the second-quarter margin outlook from management, further down the release.
23 June 2026
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Snap Falls as Meta Launches $299 Glasses, Challenging $2,195 Snap Specs

Snap Falls as Meta Launches $299 Glasses, Challenging $2,195 Snap Specs

Snap Inc. dropped roughly 3.8% to $4.46 Tuesday afternoon, with investors looking at the Snapchat parent’s expensive AR efforts while Meta Platforms stepped up competition and tech stocks struggled. Shares moved between $4.43 and $4.65. Snap’s market cap hovered close to $7.5 billion. Snap is under pressure as it tries to get Wall Street to see value in its Specs smart glasses, which cost $2,195. The company is pushing investors to look past its main ads business, but Meta and EssilorLuxottica have rolled out a new line of AI smart glasses with prices starting at $299.
23 June 2026
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Grab Stock Gets a July 1 Test as Indonesia Cuts Driver Fees

Grab Stock Gets a July 1 Test as Indonesia Cuts Driver Fees

Grab Holdings hovered near $3.48 in U.S. afternoon trading on Tuesday, caught between a weaker Nasdaq and a fresh Indonesia margin test for its ride-hailing business. The Nasdaq-listed shares were last little changed, with about 31.7 million shares traded and a market value near $13.8 billion. The immediate issue is simple, and not small. Grab and Indonesian rival GoTo will cut the commission, the fee an app keeps from each trip before the driver is paid, on two-wheeler rides in Indonesia to 8% from 20% from July 1, the companies said. GoTo vice president director Catherine Hindra Sutjahyo said the company backed efforts to improve driver prosperity.
23 June 2026
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Backblaze (NASDAQ:BLZE) Jumps After CoreWeave AI Storage Deal Worth $335 Million

Backblaze (NASDAQ:BLZE) Jumps After CoreWeave AI Storage Deal Worth $335 Million

Backblaze Inc. stock jumped in busy trade Tuesday after the cloud-storage firm announced a $335 million storage deal with CoreWeave. The agreement offers investors a new AI infrastructure angle for a business still trading below $700 million in market value. The stock surged 39.8% to $11.35 during the afternoon, hitting a high of $11.37, with about 26.5 million shares traded. The iShares Russell 2000 ETF slipped 0.5%. The Invesco QQQ Trust, following the Nasdaq-100, dropped 2.7%.
23 June 2026
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Stock Market Today

  • Micron Kicks Off $9 Billion Japan Plant Expansion
    July 4, 2026, 12:08 PM EDT. Micron Technology (MU) broke ground on its $9 billion expansion at the Western Japan factory. The company said the project will add chip production as demand grows. Micron is looking to ramp up supply for key markets by building out capacity in Asia. Investors are watching the shares as the company moves ahead with this manufacturing push in Japan, which is important to the chip supply chain.
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