Michał Rogucki

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.

Rolls-Royce buyback impact fades before July 30 cash review

Rolls-Royce buyback impact fades before July 30 cash review

Rolls-Royce Holdings plc has now spent about £1.034 billion, or 45%, of its £2.3 billion buyback so far. The firm paid an average price last week that was within 0.3% of Berenberg’s 1,430p target. With the gap closing, the buyback looks less like cheap share retirement and more like a difficult capital-allocation call.
16 July 2026
Experian (LON:EXPN) falls after B2B drives 92% of Q1 organic growth

Experian (LON:EXPN) falls after B2B drives 92% of Q1 organic growth

Experian PLC posted 7% organic revenue growth for the quarter ending June 30, but shares slipped as investors picked up on softer U.S. consumer numbers and no change to the annual forecast. Total revenue climbed 10% at reported exchange rates, 8% at constant currencies. “We delivered a strong start to FY27,” CEO Brian Cassin said, keeping full-year expectations steady.
16 July 2026
JetBlue (NASDAQ:JBLU) starts pay-later on flights as fuel costs climb

JetBlue (NASDAQ:JBLU) starts pay-later on flights as fuel costs climb

JetBlue Airways rolled out installment payments for bookings on Wednesday. The carrier is trying to drive sales as a jump in fuel costs is on track to erase the gains it expected from higher fares. Based on its Q2 guidance, revenue lands around $185 million short of the combined fuel and core ex-fuel costs at the guidance midpoint, before factoring in other operating items.
15 July 2026
IREN Limited (NASDAQ:IREN) security hire sharpens focus on a 23-fold AI revenue test (GlobeNewswire)

IREN Limited (NASDAQ:IREN) security hire sharpens focus on a 23-fold AI revenue test (GlobeNewswire)

IREN appointed Eric Hammersley as chief information security officer on Wednesday, adding senior oversight across its data centers, computing hardware and software as the company seeks to convert $3.1 billion of contracted annualized run-rate revenue, or ARR, a one-year revenue pace, into reported AI-cloud sales. That conversion, rather than the job title itself, is the investor issue.
IBM (NYSE:IBM) slides as SEC data point to 24% hit in key mainframe, support units

IBM (NYSE:IBM) slides as SEC data point to 24% hit in key mainframe, support units

International Business Machines Corporation shares dropped 25.2% Tuesday after early results came up short of estimates. A breakdown of IBM’s segment numbers shows a bigger issue: IBM Z mainframes and Infrastructure Support may have fallen about 24% from a year ago. Distributed infrastructure rose 37%, but that wasn’t enough to keep the hardware unit in growth.
Xero (ASX:XRO) CEO share sale coincides with A$875 million market-value slide

Xero (ASX:XRO) CEO share sale coincides with A$875 million market-value slide

Xero Limited closed 3.6% lower at A$68.27 on Wednesday, taking its decline from Friday’s close to 7.0% across the three sessions spanning Monday’s disclosure that Chief Executive Sukhinder Singh Cassidy had sold her remaining ordinary shares. Applied to the 170.569 million shares Xero reported on issue at March 31, excluding treasury stock, that move cut an estimated A$875 million from its equity value.
SpaceX drops $39 billion, leaving gains at MDA, Rocket Lab, AST SpaceMobile in the dust

SpaceX drops $39 billion, leaving gains at MDA, Rocket Lab, AST SpaceMobile in the dust

Space Exploration Technologies Corp. dropped 2.2% to $136.08 late Tuesday, wiping out around $39.5 billion in equity value based on its reported base-offering share count. MDA Space Ltd., Rocket Lab USA Inc. and AST SpaceMobile Inc. all posted price gains, together adding about $2.0 billion on a similar price-move calculation. SpaceX’s equity drop finished at 19.6 times those combined gains.
Wall Street eyes margins again as 5.8-point PPI gap stands out before open

Wall Street eyes margins again as 5.8-point PPI gap stands out before open

Wall Street will eye a 5.8-point gap in Wednesday’s premarket as producer price data comes in. In May, stage 1 intermediate demand prices—inputs at the start of the production chain—jumped 12.3% on the year. That compared to a 6.5% rise for final demand selling prices. The June PPI is set for 8:30 a.m. EDT. Economists see no monthly change after May’s 1.1% surge.
15 July 2026
Microsoft (NASDAQ:MSFT) Heads for $40 Billion Cash-Conversion Mark on July 29

Microsoft (NASDAQ:MSFT) Heads for $40 Billion Cash-Conversion Mark on July 29

Microsoft heads toward its July 29 earnings with bulls saying the recent drop and lower valuation may clear the way for a bounce. The question is how quickly AI demand will show up in cash flow versus heavy spending. Management projects Q4 capital expenditures of more than $40 billion with revenue between $86.7 billion and $87.8 billion. That puts capex at least 45.8% of sales, using the midpoint. The market wants evidence.
Citigroup Inc. (NYSE:C) stock drops despite 15% profit beat as return target points to slower second half

Citigroup Inc. (NYSE:C) stock drops despite 15% profit beat as return target points to slower second half

Citigroup Inc. shares fell 4.4% to $134.47 by 12:55 p.m. in New York on Tuesday, reversing an early gain of 2% even after the bank beat second-quarter profit estimates by about 15%. The roughly 6.4-percentage-point swing accelerated as management said a stronger business climate would also support more investment. Investors were trading the cost and return path ahead, not the quarter just reported.
U.S. CPI’s housing slowdown, not gasoline slide, is June’s key Fed signal

U.S. CPI’s housing slowdown, not gasoline slide, is June’s key Fed signal

U.S. consumer prices posted their largest monthly fall since April 2020 in June, but the more durable signal for investors came from housing: shelter costs rose just 0.1%, their weakest increase in more than five years. Because housing makes up more than one-third of the index, its slowdown does more to ease underlying inflation pressure than the headline decline alone. Housing is the stickier signal.
14 July 2026
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