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. Follow Mateusz Kaczmarek on Google News.

Exxon, Chevron set for $26B quarter; refiners hold up in Iran war trade

Exxon, Chevron set for $26B quarter; refiners hold up in Iran war trade

Marathon Petroleum and Valero Energy jumped about 3.8% each in late-morning trading on Monday. Exxon Mobil added 3.4%. Chevron was up 2.2%. Brent crude was up more than 4%, above $79 a barrel, after President Donald Trump said the U.S. is bringing back its naval blockade of Iran. The split in refiners and oil majors points to stronger fuel margins, not just the crude rally, as the key driver for earnings.
13 July 2026
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Oracle drops after $260 billion AI lease plan

Oracle drops after $260 billion AI lease plan

Oracle Corporation lost 2.9% to $136.52 in early trading Monday in New York, bringing its valuation down to roughly $397.5 billion. Some investors are weighing the company’s outstanding AI orders against a big number from the credit market: $260 billion in future data-center lease payments. Last week, S&P Global Ratings downgraded Oracle to BBB-, its lowest investment-grade rating, saying those obligations count toward adjusted debt.
13 July 2026
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Apple’s iPhone 18 Pro price could jump $200, even as margins stay tight

Apple’s iPhone 18 Pro price could jump $200, even as margins stay tight

Apple Inc. may have to bump up the average price of its next Pro Max phone by around $200 to cover higher costs, and even then could see a slightly lower gross margin compared to last year’s model, a Counterpoint Research estimate shows. The research firm is projecting the bill of materials for the 12GB, 1TB iPhone 18 Pro Max will go up by almost $300, before assembly, shipping or marketing.
13 July 2026
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Pfizer (NYSE:PFE) scores FDA approval but Wall Street reaction muted

Pfizer (NYSE:PFE) scores FDA approval but Wall Street reaction muted

U.S. markets are shut for the weekend, so investors are waiting to see if Friday’s FDA approval of Padcev with Keytruda will do much for Pfizer Inc.’s earnings. So far, no big move. Pfizer slipped 0.33% to $24.17 on Friday, down 0.62% since the July 2 close before the July 4 break. The S&P 500 rose 1.2% last week. The FDA cleared the drug based on a 47% lower risk of recurrence, progression or death, which looks strong clinically. But investors want more proof that sales to bladder-cancer patients can make up for Pfizer’s patent losses.
12 July 2026
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Snap trails Nasdaq—3% ad growth in focus for next move

Snap trails Nasdaq—3% ad growth in focus for next move

Snap Inc. isn’t getting much traction from its new subscriptions yet, with shares finishing the week at $4.68, down 3.3%. That lagged the Nasdaq Composite, which rose 1.7% over the same stretch. Snap still faces sluggish ad sales in North America. U.S. markets are shut for the weekend and will reopen Monday. Snap’s next big date is its second-quarter results set for Aug. 3.
12 July 2026
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The FCC Just Approved a Space Mirror. The Math Points to a $5 Million Lighting Bet

The FCC Just Approved a Space Mirror. The Math Points to a $5 Million Lighting Bet

The U.S. Federal Communications Commission last week authorized Reflect Orbital’s first space-mirror test, but a public price cited by its chief executive points to a premium lighting business before it points to a new source of power. Ben Nowack has said one mirror would cost about $5,000 an hour under an annual contract of at least 1,000 hours, implying a roughly $5 million yearly bill at those terms.
12 July 2026
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AGNC’s Yield Sits at 13%, but Shares Trade at a Hefty Premium

AGNC’s Yield Sits at 13%, but Shares Trade at a Hefty Premium

AGNC Investment Corp. closed Friday at $11.13. The company left its monthly common dividend steady at 12 cents. That gives an annualized yield of 12.9%. The spread versus its tangible net book value is wider: shares trade 32.8% above March 31 net book value of $8.38, or $2.75 above net assets. That premium is close to 23 months’ worth of dividends. Tangible net book value does not include goodwill.
11 July 2026
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Stock Market Today

  • Synopsys Shares: Forward Valuation Reveals Substantial Discount
    July 24, 2026, 6:33 PM EDT. Synopsys (SNPS) is priced at 92.5 times its trailing earnings, making the stock appear expensive. However, its projected 2027 earnings bring the forward price multiple down to 25.4, representing a 73% discount. Analysts forecast annual revenue growth of 11.2%, a more measured outlook after last year's 40% surge. Both company and analyst estimates put 2026 earnings per share close to $14.8. Given the stock's volatility, investors willing to wait may find the forward discount offers a margin of safety.