Michał Rogucki

Michał Rogucki is a senior markets reporter at TS2.tech. His coverage ranges from stocks and technology to economic developments affecting global markets. He graduated from Humboldt University of Berlin and worked in investment research and market analysis before becoming a financial journalist.

NVIDIA Corporation (NASDAQ:NVDA) recovers amid AI investors’ cash-flow scrutiny

NVIDIA stock gained ahead of Thursday’s market open, recovering some ground after Wednesday’s decline. U.S. cash markets stayed shut, but premarket trading was underway.

30 July 2026

Artificial Intelligence·NASDAQ:NVDA·Semiconductors·Stock Market·Technology

Micron (NASDAQ:MU) Declines Nearly $92 Billion Amid Scrutiny Over Longevity of Memory Rally

Micron lost about $92 billion in market capitalization on Wednesday, based on its 1.13 billion shares outstanding. The stock ended the session at $739 and fell to $729.65 in premarket trading.

30 July 2026

KRX:000660·NASDAQ:MU·Semiconductors·Stock Market·Technology

Arm stock drops post-earnings despite profit beat as stock-based compensation weighs

Shares of Arm Holdings dropped roughly 7% to $209 during after-hours trading on Wednesday. The stock finished regular trading 8.1% lower at $224.89 prior to the earnings release.

30 July 2026

Earnings·NASDAQ:ARM·Stock Market·Technology

Amazon’s AWS Profit Margin Faces Scrutiny as Stock Drops 7.4% Ahead of Q2 Results

Amazon.com heads into Thursday's results following a five-day drop of 7.4%. That fall is steeper than the almost 6% change that options markets anticipated around earnings. U.S. markets are not currently open. The stock closed at $226.65, then fell 0.8% more in after-hours trade.

30 July 2026

Cloud Computing·Earnings·NASDAQ:AMZN·Stock Market·Technology

Qualcomm (NASDAQ:QCOM) Shares Fall as Handset Weakness Challenges Expansion Strategy

NEW YORK, July 29, 2026, 16:59 EDT – Qualcomm stock declined as soft demand in the handset segment highlighted the company’s efforts to broaden its business beyond smartphones.

29 July 2026

Earnings·NASDAQ:QCOM·Semiconductors·Stock Market·Technology

Caterpillar (NYSE:CAT) Drops After Baird Cites AI Data-Center Policy Risk

Caterpillar shares dropped $53.66 after Baird lowered its rating on the machinery manufacturer to Neutral from Outperform. Analyst Mig Dobre reduced his price target to $900 from $1,200.

29 July 2026

Artificial Intelligence·NYSE:CAT·Stock Market

Garmin surges 17% after Q2 margin surge prompts valuation shift

Garmin Ltd. jumped 17.4% on Wednesday following record-setting quarterly operating income and an improved forecast. Shares touched $302.59 during intraday trading. The company's market capitalization was about $57.6 billion. Major U.S. indexes declined.

29 July 2026

Earnings·NYSE:GRMN·Stock Market·Technology

Sandisk Slumps 55% in July; Valuation Depends on Keeping 80% Margins

NEW YORK, July 29, 2026, 11:07 a.m. EDT — Sandisk shares have tumbled 55% this July, leaving the stock trading at what appears to be a discount, but the outlook hinges on whether the company's 80% margins remain intact.

29 July 2026

Earnings·NASDAQ:SNDK·Semiconductors·Stock Market·Technology

Fed Rate Decision: Markets Price a Delay, Not an End, to Tightening

Markets shifted the main Federal Reserve hike bet to September on Wednesday. The Fed was still expected to hold rates at 3.50%-3.75%. Its statement is due at 2 p.m. EDT.

29 July 2026

Federal Reserve·Interest Rates·NASDAQ:CME·NYSE:EVR·Stock Market

Bloom Energy Shares Gain Following Strong Q2 with Single Customer Representing 73% of Revenue

Shares of Bloom Energy Corporation climbed 4.3% in early trading on Wednesday. The stock was priced at $173.94 as of 9:40 a.m. EDT, after reaching $188.50, representing a 13.0% increase compared to Tuesday’s closing value.

29 July 2026

Earnings·NYSE:BE·Stock Market

Ondas Inc. (NASDAQ:ONDS) Sees Surge in Orders; Rising Shares Increase Pressure for Delivery

Shares of Ondas Inc. edged down 1.0% to $7.78 before Wednesday’s opening bell. Nasdaq’s regular session had yet to begin. The stock retained the majority of its gains from the previous week’s rally.

29 July 2026

NASDAQ:ONDS·Stock Market·Technology

SoFi Stock Confronts 38% Second-Half Profit Margin Challenge Ahead of Q2 Results

NEW YORK, July 29, 2026, 05:57 EDT – SoFi Technologies Inc is approaching its second-quarter earnings release with a key test for its profit margins in the second half, aiming to meet a 38% threshold as investors monitor closely.

29 July 2026

Earnings Reports·NASDAQ:SOFI·Stock Market

SK hynix faces record earnings hurdle after ₩190 trillion value loss

SK hynix Inc. is under pressure to maintain record profits following a sharp drop in its stock. Shares in Seoul ended down 14.65% at ₩1.55 million on Tuesday, while U.S. shares fell 8.99%.

29 July 2026

Earnings·NASDAQ:SKHY·Semiconductors·Stock Market·Technology

Teradyne (NASDAQ:TER) surges 14% with AI test demand outlook beating market expectations

Shares of Teradyne climbed 13.6% to $364.28 in after-hours trading on Tuesday, recovering from a 4.2% decline recorded during the regular session.

29 July 2026

Artificial Intelligence·Earnings·NASDAQ:TER·Semiconductors·Stock Market

MARA Holdings (NASDAQ:MARA) Shares Drop 3.3% with Bitcoin Slump Challenging AI-Linked Gains

MARA Holdings finished Tuesday down 3.3% at $11.38. Bitcoin dropped 1.3%, trading near $63,940. U.S. cash markets remained shut during the session.

29 July 2026

Artificial Intelligence·Cryptocurrency·NASDAQ:MARA·Stock Market

Chip Selloff Softened for SMH on Heavyweight Exposure, but ETF Still Trails by 19 Points YTD

The VanEck Semiconductor ETF declined to $529.23 on Tuesday. However, its concentrated holdings helped cushion the wider downturn in chip stocks. The iShares Semiconductor ETF slid an additional 1.26 percentage points.

28 July 2026

ETFs·NASDAQ:AMAT·NASDAQ:AMD·NASDAQ:MU·NASDAQ:NVDA·Semiconductors·Stock Market·Technology

Ambev Shares Gain Ahead of Q2, While EBITDA Estimates Remain Tight

Shares of Ambev S.A. climbed approximately 2.5% on Tuesday, with the stock changing hands close to R$16.26 in afternoon trading.

28 July 2026

Earnings·NYSE:ABEV·Stock Market

Potential $63 Billion Social Security COLA in 2027 Raises Net Impact Questions Amid Tax Uncertainty

An estimated 3.8% increase in Social Security's cost-of-living adjustment is expected to boost yearly benefit payouts by approximately $63 billion. Recipients would see the typical monthly benefit go up by around $73.62.

28 July 2026

Stock Market

Spider-Man: Brand New Day’s $195 Million-Plus Opening Projection Draws Attention to Theater Stocks

Spider-Man: Brand New Day is not expected to have a significant impact on key U.S. indices. However, the release may spark a brief, sharp reaction among cinema-related shares.

28 July 2026

NYSE:AMC·NYSE:CNK·NYSE:DIS·NYSE:IMAX·NYSE:SONY·Stock Market

Joby Aviation (NYSE:JOBY) Shares Recover 4.8% With Valuation Premium Under Scrutiny as Earnings Approach

Joby Aviation, Inc. gained 4.8% to reach $7.26 on Monday as U.S. markets remained open. Early estimates suggest the company's enterprise value is approximately $5.0 billion, which is about 2.5 times higher than that of Archer Aviation Inc..

27 July 2026

Earnings·NYSE:ACHR·NYSE:JOBY·Stock Market

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