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.

GE Vernova’s Turbine Boom Is Real. The Stock’s Failed Breakout Tests a 40-Times Cash-Flow Bet

GE Vernova’s Turbine Boom Is Real. The Stock’s Failed Breakout Tests a 40-Times Cash-Flow Bet

GE Vernova shares fell 4.49% to $1,042.60 on Monday, closing below their 20-day moving average on the same day Zacks highlighted a move above that closely watched technical level. The reversal weakened the most visible short-term bullish signal surrounding a company whose turbine order book has been described as “sold out through 2030,” with GEV’s decline far exceeding the S&P 500’s 0.79% fall.
14 July 2026
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AMD’s New $675 Target Hits as Market Watches 320 Million Shares

AMD’s New $675 Target Hits as Market Watches 320 Million Shares

Advanced Micro Devices dropped 3.7% in late trading Monday, despite TD Cowen’s Joshua Buchalter hiking his price target to $675 from $600. The new target, which is about 25.7% above the stock’s current $537 level, puts AMD’s estimated equity value near $1.10 trillion if you use the company’s 1.6306 billion shares outstanding. That’s about $225 billion higher than today’s value by the same measure.
13 July 2026
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Vanguard ETF Pair Packs Almost 48% Into Top Nine Stocks

Vanguard ETF Pair Packs Almost 48% Into Top Nine Stocks

If you split cash half-and-half between Vanguard Total Stock Market ETF and Vanguard Growth ETF, nearly 48% of your portfolio ends up in just nine shared stocks. Those names drove both funds lower Monday. VUG dropped about 1.2% by 12:54 p.m. EDT. VTI and Vanguard S&P 500 ETF were both down about 0.7%. Vanguard High Dividend Yield ETF edged down 0.2%.
13 July 2026
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NYT Connections Hints #1128 Reveal a 1,095-Page-a-Year Traffic Trade

NYT Connections Hints #1128 Reveal a 1,095-Page-a-Year Traffic Trade

Help pages for The New York Times Co’s Connections puzzle No. 1,128 were live at CNET, Yahoo Tech and TechRadar ahead of Monday’s regular U.S. market open. A July 11-13 sample shows all three outlets publishing one dated Connections page a day, an annualized run rate of 1,095 URLs before Wordle, Strands or sister publications enter the count.)
13 July 2026
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HSBC Stock’s HK$61,520 Entry Ticket Is Set to Shrink — Two Lot Sizes Stand Out

HSBC Stock’s HK$61,520 Entry Ticket Is Set to Shrink — Two Lot Sizes Stand Out

HSBC Holdings Plc appears to have two practical choices for its new Hong Kong board lot — 50 or 100 shares — if its stock holds near Monday’s level, reducing the minimum trading ticket by 75% to 87.5%. At HK$153.80, the current 400-share lot costs HK$61,520; a one-share lot would sit below Hong Kong Exchanges and Clearing Ltd’s HK$1,000 floor guidance, while 500 shares would exceed its HK$50,000 ceiling guidance. That leaves 50 and 100 as the only standard sizes that fit both guides at the current price, although the formal ceiling test uses a six-month average.
13 July 2026
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SoundHound AI Stock’s $1.08 Billion Short Bet Just Grew — and CPI Week Is Next

SoundHound AI Stock’s $1.08 Billion Short Bet Just Grew — and CPI Week Is Next

SoundHound AI, Inc. enters the new week with 162.9 million shares sold short as of June 30, or 41.3% of its public float, the shares available for trading. Short interest — stock sold by investors betting on a fall and not yet bought back — rose 1.2% from the prior report, MarketBeat data published Friday showed. Its 6.5 “days to cover” means closing those positions would take an estimated 6.5 average-volume sessions.
13 July 2026
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Top Stocks to Watch Now: The Bank-and-Chip Test That Could Decide Wall Street’s Next Move

Top Stocks to Watch Now: The Bank-and-Chip Test That Could Decide Wall Street’s Next Move

Wall Street’s next move hinges on whether profits can broaden beyond artificial intelligence, not on another easy headline beat. The answer is cautiously positive, but the bar is high: year-forward S&P 500 earnings estimates have risen 21% in 2026, roughly twice the index’s gain, while projected second-quarter profit growth has been revised to 23.4% from 15.2% in January. That lifts the growth hurdle by about 54%. Technology earnings are expected to jump more than 65%, so Tuesday’s banks will test whether the rally can spread; chip-equipment and contract-manufacturing leaders later in the week will test valuation. “Earnings are even stronger,” Nationwide strategist Mark Hackett said.
12 July 2026
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The Biggest Earnings Reports This Week: Banks, TSMC and Netflix Put Wall Street’s Profit Boom on Trial

The Biggest Earnings Reports This Week: Banks, TSMC and Netflix Put Wall Street’s Profit Boom on Trial

The market’s central question is whether the profit surge can broaden beyond artificial-intelligence chips and energy without exposing weaker credit. The evidence points to a cautious yes: analysts expect S&P 500 second-quarter earnings to rise 23.4% from a year earlier, and this week’s bank slate will test loan demand and consumer health. The answer still hinges on Taiwan Semiconductor Manufacturing Co. defending its high-growth, heavy-investment outlook. Guidance — management’s forecast for coming quarters — matters more now than another round of backward-looking beats.
12 July 2026
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Space Stocks Week Ahead: Can SpaceX’s Nasdaq-100 Entry Reverse the Selloff?

Space Stocks Week Ahead: Can SpaceX’s Nasdaq-100 Entry Reverse the Selloff?

No, not on its own. Space Exploration Technologies’s rapid entry into the Nasdaq-100 has not produced a broad lift for space shares. SpaceX fell 10.3% from July 2 through Friday even though its inclusion was expected to generate about $4.3 billion of passive buying — automatic purchases by funds tracking the index. An equal-weight basket, giving each stock the same influence, of Rocket Lab, AST SpaceMobile and Planet Labs slid 16.7%. The split suggests validation is concentrating capital in the leader, not widening appetite for smaller space stocks.
12 July 2026
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