Today: 2 July 2026

Michał Rogucki

Michał Rogucki is a senior markets reporter at TS2.tech, specializing in stocks, technology and macroeconomic developments. A graduate of Humboldt University of Berlin, he previously worked in investment research and market analysis before transitioning to financial journalism. He covers the trends and events that matter most to investors worldwide.

Fortescue Ltd Directors Buy Shares After Profit Jump and Dividend Hike

Fortescue Ltd Directors Buy Shares After Profit Jump and Dividend Hike

Fortescue Ltd revealed in recent filings that three directors snapped up roughly A$114,664 worth of shares on market, just days after the Australian miner boosted its interim dividend on the back of stronger half-year results. Lead independent director Larry Marshall took the largest stake. Timing is crucial for Fortescue as it looks to prove it can keep generating cash from iron ore, even while it pours money into decarbonisation efforts and copper and iron ore projects in Peru and Gabon—both unlikely to yield production before the next decade. But the environment’s getting tougher; this week, China expanded limits on some BHP shipments and reiterated plans to rein in steel overcapacity.
6 March 2026
··
National Australia Bank Gets Fresh Fitch AA- Call as Bad-Loan Pressure Looks Set to Ease

National Australia Bank Gets Fresh Fitch AA- Call as Bad-Loan Pressure Looks Set to Ease

Fitch held National Australia Bank’s rating steady at AA- this Thursday. That’s significant for lenders: those ratings directly affect both the cost and accessibility of funding. Back in February, NAB flagged in a debt update that as of Jan. 31, its outstanding term wholesale funding broke down as 60% senior debt, 17% subordinated, and 22% covered bonds — that’s debt secured by a pool of assets. The bank had tapped 45% of its covered-bond capacity. All of this keeps the ratings call in sharp focus for investors.
6 March 2026
·
Hut 8 stock jumps nearly 14% as analyst lifts target and bitcoin hits $74,000

Hut 8 stock jumps nearly 14% as analyst lifts target and bitcoin hits $74,000

Hut 8 Corp surged roughly 14% Wednesday, finishing the session at $54.21. Shares have tracked crypto moves lately and have drawn new interest as the company looks past just bitcoin mining. This is a critical development for Hut 8, which has been pushing to convert its energy-intensive properties into stable, contract-driven income streams from AI-focused data centers. Back in December, it inked a roughly $7 billion agreement to build out a 245-megawatt data center at its River Bend location in Louisiana. The trend has already attracted other players like CoreWeave and Applied Digital, with each chasing similar power-plus-real-estate strategies.
5 March 2026
···
AMD teams up with University of Toronto on new AI research lab as chip race heats up

AMD teams up with University of Toronto on new AI research lab as chip race heats up

Advanced Micro Devices and the University of Toronto’s computer science department are teaming up on a new research lab focused on artificial intelligence and computing, according to a Wednesday announcement from the university. There’s nothing quiet about the timing. This year, Big Tech is on track to pour over $600 billion into AI infrastructure, a spending spree that’s straining chip supplies and sending vendors scrambling for talent in every corner.
5 March 2026
·
Qatar outage puts Venture Global LNG cargoes in focus — but spare capacity is thin

Qatar outage puts Venture Global LNG cargoes in focus — but spare capacity is thin

Venture Global Inc is drawing attention from analysts for its unusual flexibility among U.S. LNG exporters, now that the Qatar shutdown is tightening the market. The company’s edge comes from spot deal arrangements tied to the opening of its Plaquemines facility in Louisiana. The change is significant. LNG buyers have started looking for cargoes free from long-term contract requirements. Qatar has stopped production, pointing to the Middle East conflict and tanker bottlenecks in the Strait of Hormuz as reasons, and has declared force majeure—the clause that lets suppliers skip deliveries when events are out of their hands.
5 March 2026
California antitrust probe throws fresh doubt on Paramount’s $110 billion Warner Bros Discovery deal

California antitrust probe throws fresh doubt on Paramount’s $110 billion Warner Bros Discovery deal

California Attorney General Rob Bonta says his office is actively investigating Paramount Skydance’s proposed takeover of Warner Bros. Discovery, cautioning the planned merger remains far from settled and pledging a “vigorous” review. The Guardian cited Alvaro Bedoya, ex-Federal Trade Commission commissioner, who believes state attorneys general “have a shot at stopping it.” Bill Baer, who once led antitrust at the Justice Department, described a possible multi-state lawsuit as a “real threat.” The state-level court fight is significant; it can drag on independently of any federal sign-off, injecting months of uncertainty regardless of what regulators in Washington decide. For a firm already dealing with shrinking cable-TV margins and more brutal streaming rivals, that’s a headache it doesn’t need.
5 March 2026
··
Vale’s Base Metals IPO clock jumps as CEO targets midyear readiness

Vale’s Base Metals IPO clock jumps as CEO targets midyear readiness

Vale Base Metals, the nickel and copper arm of Brazil’s Vale, has accelerated its IPO timeline. The company is now targeting potential readiness for a public offering by roughly mid-2026, according to its chief executive—a shift up from their earlier 2027 estimate. The move is significant: a listing—whether through an IPO or by selling shares to the public—could hand Vale a fresh tool to raise money for copper and nickel expansion, while also addressing what certain investors say is a disconnect between the company’s market value and its non-iron ore businesses.
5 March 2026
·
Nu Holdings taps Messi’s Inter Miami for ‘Nu Stadium’ as U.S. bank push nears

Nu Holdings taps Messi’s Inter Miami for ‘Nu Stadium’ as U.S. bank push nears

Nu Holdings Ltd, which owns Nubank, has struck a multiyear deal with Inter Miami CF that puts its name on the team’s new Miami Freedom Park stadium—now set to be called “Nu Stadium.” The 26,700-seat facility is scheduled to open April 4, with financial details kept under wraps. Stadium plans go beyond soccer: concerts and other events are also on the calendar, according to the two companies. The move comes with a clear signal on timing. Inter Miami announced that starting in August, Nu’s logo lands on the back of the club’s jersey—just as Major League Soccer introduces the new sponsorship slot later this year. “Nu Stadium will anchor our brand in the United States,” said Nu co-founder Cristina Junqueira.
5 March 2026
··
Grab hit by Indonesia’s new Eid bonus rule as driver payouts double and PayLater costs rise

Grab hit by Indonesia’s new Eid bonus rule as driver payouts double and PayLater costs rise

Grab Holdings Limited is upping its holiday cash bonus pool for Indonesian drivers and couriers, now set between 100 billion and 110 billion rupiah. The move follows a new labour ministry circular that raised the minimum payout for eligible partners just before Idul Fitri. The Ministry of Manpower’s new circular—letter No. M/4/HK.04.00/III/2026—raises the mandated Bonus Hari Raya for partners to at least 25% of their average net income over the previous 12 months, up from 20% a year ago, and makes cash payment mandatory at least a week before the holiday, according to Katadata. Grab, GoTo’s Gojek, Maxim, and inDrive together are now on the hook for a combined BHR payout of around 220 billion rupiah to roughly 850,000 online motorbike and taxi drivers, the report said.
5 March 2026
·
UK car sales hit best February since 2004 — but EV demand is now a third behind the 2026 target

UK car sales hit best February since 2004 — but EV demand is now a third behind the 2026 target

UK new car registrations climbed 7.2% in February, hitting 90,100 units—marking the most active February since 2004, according to the Society of Motor Manufacturers and Traders on Thursday. Battery electric vehicles accounted for 24.2% of those registrations, though the year-to-date figure sits around 22%, trailing the 33% required by 2026. “EV uptake must accelerate rapidly,” said SMMT chief executive Mike Hawes. The gap is significant because the UK’s Zero Emission Vehicle mandate requires each automaker to hit yearly zero-emission registration targets, with the share for cars climbing to 33% in 2026. Under these rules, companies can bank, borrow, or trade allowances, though if they still fall short—even after using those options—they face a compliance payment of £12,000 per car starting in 2025, according to government documents.
5 March 2026
··
Stock market today: Dow, S&P 500 futures steady as Iran war keeps oil in focus; bitcoin jumps back to $74,000

Stock market today: Dow, S&P 500 futures steady as Iran war keeps oil in focus; bitcoin jumps back to $74,000

U.S. stock index futures barely budged early Thursday, with the U.S.-Israeli air campaign against Iran dragging into its sixth day and keeping traders focused on oil and inflation risks. By 05:36 a.m. ET, Dow futures slipped 0.16%, S&P 500 futures edged down 0.01%, and Nasdaq 100 futures were essentially flat. Investors eyed upcoming weekly jobless claims data and awaited new comments from Fed Vice Chair Michelle Bowman. The tension is now playing out in the data that matter most to central bankers: inflation expectations and interest rate bets. Traders are pricing in roughly a 30.7% probability of at least a 25-basis-point rate cut in June, according to the CME FedWatch tool. That’s down sharply from last week’s 49.6%.
5 March 2026
··
NIO stock gets a demand jolt as Deutsche Bank flags 2026-high orders

NIO stock gets a demand jolt as Deutsche Bank flags 2026-high orders

SHANGHAI, March 5, 2026, 20:43 Nio’s weekly new orders in China climbed to roughly 3,500 units in early March—its strongest single-week figure of 2026 so far, Deutsche Bank analyst Wang Bin’s team said Wednesday, citing checks with dealers. The team also noted ES8 wait times have dropped sharply. March promotions, including low-interest loans stretching up to seven years and a 10,000 yuan purchase-tax subsidy on the flagship SUV, are in effect, per CnEVPost.
5 March 2026
···
Bradesco shares rise after Brazil central bank tweak could free up R$30 billion for banks

Bradesco shares rise after Brazil central bank tweak could free up R$30 billion for banks

Banco Bradesco S.A. stock surged in São Paulo on Wednesday after the central bank moved to loosen the liquidity squeeze caused by a fresh bank cash call aimed at bolstering Brazil’s private deposit insurance fund. Banks now find themselves on the hook to prepay into the Fundo Garantidor de Créditos, or FGC, a directive that lands as Brazil deals with tight credit and persistently elevated funding costs.
5 March 2026
Ford recall: Nearly 605,000 Explorers, Escapes and Lincoln SUVs hit by wiper failure risk

Ford recall: Nearly 605,000 Explorers, Escapes and Lincoln SUVs hit by wiper failure risk

Ford Motor is recalling 604,533 vehicles in the U.S., after the National Highway Traffic Safety Administration flagged a potential windshield wiper motor failure that could cut visibility and heighten crash risk. The recall targets some 2020-2022 Ford Explorer and Escape SUVs, plus Lincoln Aviator and Corsair models. Dealers will check and, if needed, swap out front wiper motors free of charge, the agency said. Separately, Ford has another recall affecting 11,431 vehicles due to a driveshaft friction weld problem that might cause rear driveshaft separation and sudden loss of drive power, according to NHTSA. The wiper recall is about one thing: visibility. If wipers quit at the wrong time, what was a normal drive can abruptly turn dangerous.
5 March 2026
·
Nokia Oyj taps Telia for AI-RAN tests at MWC as 5G vendors chase the AI edge

Nokia Oyj taps Telia for AI-RAN tests at MWC as 5G vendors chase the AI edge

Nokia Oyj on Wednesday announced a partnership with Telia Finland aimed at building and trialing “AI-RAN” use cases, as both operators and vendors search for concrete ways to integrate artificial intelligence into 5G networks. According to the companies, the project is set to target commercial applications spanning multiple segments, including mission-critical services. Here’s the pitch: telecom companies head into Mobile World Congress with their 5G infrastructure mostly in place, yet the search for fresh income streams and leaner operations continues. Automation gets another push, especially tools promising lower energy bills or fewer truck rolls — those are priorities again.
5 March 2026
·
Hong Kong’s 2,000-Tonne Gold Vault Plan Gets Fresh Incentives as China Eyes Bullion Pricing Power

Hong Kong’s 2,000-Tonne Gold Vault Plan Gets Fresh Incentives as China Eyes Bullion Pricing Power

Hong Kong plans to introduce specific incentives aimed at attracting gold refiners and other precious-metals companies, focusing on overseas certifications and cross-border trading, according to InvestHK’s Benjamin Wong Kwok-fan on Thursday. “The purpose is to assist those setting up refineries in Hong Kong that haven’t yet obtained LBMA certification,” Wong said, pointing to London Bullion Market Association standards as the benchmark for wholesale bullion transactions. The city is looking to team up with the Shanghai Gold Exchange and regulators in Shenzhen to facilitate trade between Hong Kong merchants and qualified mainland refiners, with ambitions covering everything from ETF-linked products to tokenised gold. This new push follows a January agreement with the Shanghai Gold Exchange aimed at rolling out a central gold clearing platform—essentially the machinery for settling trades and reducing counterparty risk—while also boosting warehouse space. Hong Kong leader John Lee said the plan “will see Hong Kong's rise as a regional gold reserve hub.” The government has set a three-year goal to ramp up storage to over 2,000 metric tons.
5 March 2026
·
South Korea’s KOSPI jumps 10% as Iran war lifts oil toward $84 and rattles global markets

South Korea’s KOSPI jumps 10% as Iran war lifts oil toward $84 and rattles global markets

KOSPI surged close to 10% Thursday, lifted after President Lee Jae Myung moved to deploy a 100 trillion won market stabilisation fund. The step helped Asian equities recover some ground, despite oil prices staying high amid the Iran conflict. Energy’s back on top, and it’s moving markets. With oil and gas prices climbing, inflation expectations are getting pushed higher. Investors are now factoring in a smaller number of interest-rate cuts on both sides of the Atlantic.
5 March 2026
·
Ondas Inc lands $20 million border drone order as national autonomous program kicks off

Ondas Inc lands $20 million border drone order as national autonomous program kicks off

West Palm Beach, Florida, March 5, 2026, 06:44 EST Ondas Inc’s Airobotics division landed a $20 million first purchase order as the prime contractor for a national autonomous border-protection program, pushing the project forward into development and staged rollout. “An important milestone in our evolution,” CEO Eric Brock said. OAS co-CEO Oshri Lugassy pointed to the deal as reflecting “the future of sovereign border defense.”
5 March 2026
··
AppLovin hints at upside in gaming-ads growth target as investors look for a new catalyst

AppLovin hints at upside in gaming-ads growth target as investors look for a new catalyst

AppLovin’s CFO says there’s “potential upside” ahead for the company’s longstanding gaming-ad growth target, giving investors a new data point as they watch to see if the adtech group can still outpace a packed, competitive field. AppLovin’s comments come at a time when it’s working to spotlight its main ad business, just as scrutiny over industry data use and practices remains unresolved. Digital ad spend is a battleground, with both major platforms and niche adtech players eyeing the same marketing dollars. Pricing swings can hit quickly when auctions tighten.
5 March 2026
·
Marvell earnings today: What could swing MRVL stock after the bell

Marvell earnings today: What could swing MRVL stock after the bell

Shares of Marvell Technology ticked up 0.8% in premarket action to $78.09 on Thursday, with investors looking ahead to earnings slated for release after the U.S. close. The chipmaker’s earnings call is set for 1:45 p.m. Pacific. The report drops while Wall Street weighs if Big Tech’s AI investment binge is still ramping up or beginning to strain budgets. Over at Broadcom, executives on Thursday projected AI chip revenue would pass $100 billion by 2027—though investors remain uneasy about the payoff from that kind of outlay.
5 March 2026
··
1 … 18 19 20 21 22 … 42

Stock Market Today

  • Stocks to Watch, Key Calls Move Market on July 2
    July 1, 2026, 11:32 PM EDT. Stocks in focus and major brokerage calls are shaping trade July 2. Investors look at new headlines and setups. Traders watch for shifts and fresh analysis as the day unfolds.
Go toTop