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.

Bank of America calls $2.8 billion of debt early in latest note redemption push

Bank of America calls $2.8 billion of debt early in latest note redemption push

Bank of America Corp plans to redeem its entire $2.8 billion outstanding in 1.658% fixed/floating-rate senior notes maturing March 2027 on March 11. Investors will receive the principal plus any accrued interest, according to the bank. Interest ceases to accumulate after the redemption date. These redemptions aren’t unusual. Still, they’re hitting as bank funding is under the microscope. Investors are back to watching how banks manage the shift from old, low-cost debt to pricier floating-rate deals—and just how much they can keep deposit costs from eating into margins.
4 March 2026
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Itaú Unibanco sets March 10 cash payout after selling “bonus share” fractions on B3

Itaú Unibanco sets March 10 cash payout after selling “bonus share” fractions on B3

Itau Unibanco Holding SA plans to distribute proceeds from the sale of fractional share entitlements—generated by an earlier bonus share issue—on March 10, the Brazilian bank disclosed Tuesday in a filing with U.S. securities regulators. The step is procedural. Still, it comes as investors keep an eye on how Brazil’s largest banks juggle payouts and capital housekeeping, following a run of bonus issues, recurring distributions, and buybacks throughout the sector.
4 March 2026
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Petrobras won’t rush Brazil fuel price changes after Iran conflict spikes oil, CEO says

Petrobras won’t rush Brazil fuel price changes after Iran conflict spikes oil, CEO says

Petrobras isn't ready to move on gasoline or diesel prices in Brazil just yet. Chief Executive Magda Chambriard said the company wants to see more decisive trends in the oil market before making any adjustments, after Iran’s conflict pushed crude higher. “Petrobras historically does not pass through sudden oil prices volatility,” Chambriard told Reuters. Timing is key in Brazil, where fuel costs feed directly into inflation and rate forecasts. Treasury Secretary Rogerio Ceron warned this week: a prolonged oil shock might force the country to wrap up its expected rate-cut cycle sooner, despite policymakers indicating plans to kick off easing at the March 17-18 meeting.
4 March 2026
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Venture Global shares jump after New York judge blocks Shell bid in LNG fight

Venture Global shares jump after New York judge blocks Shell bid in LNG fight

Venture Global, Inc. surged over 8% on Tuesday, rallying after a New York court tossed out Shell’s attempt to overturn an arbitration win for the U.S. LNG company. UBS analyst Manav Gupta weighed in: “We believe the stock price remains depressed due to arbitration overhang. This news will likely be seen as a positive.” Venture Global touched its highest level since Oct. 10, bringing gains this year to more than 87%. BP, Edison, Repsol, and Galp are also in arbitration, with a damages decision still pending in BP’s case. This ruling hits right at a recurring issue for Venture Global: can the company really convert those start-up cargoes into deliveries under contract, or will it face years tangled in disputes? Arbitration happens behind closed doors. The spot market, on the other hand, covers short-term LNG sold at going rates.
4 March 2026
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Nubank owner Nu snags Inter Miami “Nu Stadium” naming rights as U.S. banking push heats up

Nubank owner Nu snags Inter Miami “Nu Stadium” naming rights as U.S. banking push heats up

Nu Holdings Ltd announced Wednesday that it’s entering a multiyear partnership with Major League Soccer’s Inter Miami CF, securing naming rights for the club’s upcoming stadium in Miami. The companies kept financial details under wraps. Nu shares slipped roughly 3% before the bell. Nu is putting its brand on the map in the United States as it works to secure a regulated banking position. Back in January, the company said it had won conditional approval from the Office of the Comptroller of the Currency to set up a national bank—a federal charter that opens the door to deposit accounts and lending. Nu still needs a green light from the Federal Reserve and the FDIC before it can proceed.
4 March 2026
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Tesla’s EU carbon-credit pool just lost Stellantis, Toyota and Subaru for 2026, filings show

Tesla’s EU carbon-credit pool just lost Stellantis, Toyota and Subaru for 2026, filings show

MILAN, March 4, 2026, 14:05 Stellantis, Toyota, and Subaru are absent from Tesla’s 2026 carbon-credit pool, according to an EU filing dated Feb. 27, which means they’re not teaming up with other carmakers to jointly meet the bloc’s CO2 limits for that year. Last year, though, all three were in Tesla’s 2025 pool, along with Ford, Mazda, Honda, Suzuki, and Leapmotor—Stellantis’ electric-vehicle partner. Stellantis said it’s “not currently participating” but isn’t ruling out joining down the line. For Toyota, a Europe spokesman said it’s still too soon to say whether pooling will be necessary. Toyota continues to hold a 21% stake in Subaru, adding a layer of complexity. There’s also the question of how Stellantis will factor in Leapmotor’s EV sales for EU targets.
4 March 2026
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Blue Owl stock slips again as SEC filings and private-credit redemptions keep investors jumpy

Blue Owl stock slips again as SEC filings and private-credit redemptions keep investors jumpy

Blue Owl Capital struggled again Wednesday, remaining below the $10 listing line after dipping under it the previous session. Liquidity concerns in private-credit funds linger, and new insider filings haven't helped sentiment. Shares pointed lower, off roughly 3.8% at $10.27. These shifts are drawing attention as private credit faces its first real crunch from surging redemption demands—cash that retail-style funds say investors can take out, even if the loans themselves aren’t exactly liquid. Blackstone’s $82 billion BCRED, for instance, disclosed Monday it tapped both employee and firm money to stay under its redemption limits. Meanwhile, a Reuters Breakingviews piece pointed out that Blue Owl, a rival, had “recently suspended withdrawals” from one of its smaller funds.
4 March 2026
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Palantir shares jump on fresh $200 target as Thiel sale plan keeps traders edgy

Palantir shares jump on fresh $200 target as Thiel sale plan keeps traders edgy

Shares of Palantir Technologies Inc climbed roughly 1.4% ahead of the open on Wednesday, after Rosenblatt Securities bumped its price target on the data analytics company to $200, up from $150. The firm maintained its buy rating. The call came while the Pentagon was reassessing its approach to purchasing and deploying commercial AI, following a senior official’s warning that certain contract terms might lock down tools during combat planning. Large language models—AI trained on vast text datasets—can respond to prompts by generating answers and plans.
4 March 2026
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Saylor’s Strategy buys another $204 million of Bitcoin — and leans on MSTR stock again

Saylor’s Strategy buys another $204 million of Bitcoin — and leans on MSTR stock again

Strategy Inc, chaired by Michael Saylor and known for its bitcoin focus, snapped up 3,015 bitcoin for $204.1 million in the week ending March 1, according to a regulatory filing. That latest buy pushes its stash to 720,737 tokens. The purchase matters now, not so much for the trade itself, but for what it reveals about the mechanics behind it. Investors are eyeing how much longer the company can keep raising cash in the market—questions of dilution and growing dividend obligations are on the table.
4 March 2026
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Ondas inks World View partnership after $10 million stake, chasing high-altitude defense ISR

Ondas inks World View partnership after $10 million stake, chasing high-altitude defense ISR

Ondas Inc said it has made a $10 million strategic investment in World View Enterprises and signed a partnership agreement to build “multi-domain” intelligence, surveillance and reconnaissance, or ISR, offerings for defense and commercial customers. Chairman and CEO Eric Brock said customers need “layered sensing and responsive autonomy,” while World View CEO Ryan Hartman said the funding “supports near-term execution.” The move matters because it pulls Ondas higher in the sky. World View’s stratospheric balloons can stay up for long periods, a different kind of persistence than small drones that cycle through shorter flights.
4 March 2026
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EU’s “Buy European” Plan Just Got Real — Here’s Why Ford Could Feel It First

EU’s “Buy European” Plan Just Got Real — Here’s Why Ford Could Feel It First

Wednesday saw the European Commission roll out its “Made in EU” industrial blueprint, a move that could leave Ford Motor Company reevaluating its European supply chain—particularly if strict definitions for “European” content become law. Timing couldn’t be trickier for Ford. The U.S. automaker is working to keep its European car operations afloat during its shift to electric vehicles, but Brussels has started channeling public funds into regional supply chains—even as demand, pricing, and the competitive landscape are all in flux.
4 March 2026
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Plug Power stock jumps 23% on earnings beat as new CEO pitches $275 million cash boost

Plug Power stock jumps 23% on earnings beat as new CEO pitches $275 million cash boost

Plug Power Inc soared 23.2% on Tuesday after the hydrogen fuel cell maker posted a fourth-quarter result that topped estimates and named a new CEO—moves aimed at reining in cash burn. Plug reported fourth-quarter revenue of $225.2 million and managed a $5.5 million gross profit, marking a 2.4% margin after taking a sizeable margin hit the year before. Net loss attributable to Plug for 2025 came in at about $1.63 billion. As the year wrapped, the company was left with $368.5 million in unrestricted cash, after burning through $535.8 million in operating cash over 2025. Plug kept its aim for positive “EBITDAS” in Q4 2026—the company’s preferred figure, which leaves out interest, taxes, depreciation, amortization, and share-based compensation.
4 March 2026
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FDA hits Novo Nordisk with another Ozempic ad warning — second strike in weeks

FDA hits Novo Nordisk with another Ozempic ad warning — second strike in weeks

Novo Nordisk A/S has been flagged again by the U.S. Food and Drug Administration, which says a consumer ad for its diabetes star, Ozempic, overstates the drug’s benefits and misleads viewers. It's the Danish company’s second warning about its advertising in less than a month. The change strikes at Novo’s core. Ozempic and Wegovy are central to the company’s U.S. ambitions, and marketing has been crucial as rivals crowd the space. Altering the pitch now runs the risk of muddling things further for patients and doctors already sorting through a tangle of options.
4 March 2026
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Workday stock jumps 7% as CEO Bhusri’s new equity award filing hits tape after selloff

Workday stock jumps 7% as CEO Bhusri’s new equity award filing hits tape after selloff

Shares of Workday jumped roughly 7% on Wednesday, regaining a bit of lost territory following last week’s steep decline. Recent regulatory filings showed fresh equity awards for CEO Aneel Bhusri and other senior leaders. This rebound is drawing attention—Workday's stock now stands in for a bigger battle in enterprise software. Investors are zeroing in on whether AI tech might undercut those rich subscription margins, and just how fast major clients are green-lighting hefty renewals or fresh deployments.
4 March 2026
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Snowflake edges closer to the sales floor as EY and Canva roll out “agentic” AI platform

Snowflake edges closer to the sales floor as EY and Canva roll out “agentic” AI platform

EY rolled out a new AI sales platform this week, leaning on tech from Snowflake Inc and Canva. That decision pushes the cloud data outfit further into front-line sales territory, leaving its traditional analytics role behind. It’s relevant now: companies have ramped up purchases of AI tools for sales and marketing, yet most of these products remain isolated from each other. “Agentic” AI, meaning software agents capable of acting across different systems rather than just responding to prompts, is making the leap from demo stage into real workflows. Vendors are scrambling to position themselves as the connective layer.
4 March 2026
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Pinterest stock jumps as Elliott puts $1 billion behind a new $3.5 billion buyback

Pinterest stock jumps as Elliott puts $1 billion behind a new $3.5 billion buyback

Pinterest on Tuesday announced a $1 billion strategic investment deal with activist investor Elliott Investment Management, while also rolling out a newly authorized $3.5 billion share repurchase program. The company expects to carry out roughly $2 billion in buybacks during the first half of 2026, splitting that between a $1 billion accelerated repurchase and additional buys on the open market. Pinterest shares have taken a beating, dropping over 32% this year and touching lows not seen since the depths of 2020 just last month. Still, the stock bounced back, climbing almost 5% early Tuesday. Competition isn’t letting up: Meta Platforms keeps cranking up the pressure in digital ads, while Alphabet and OpenAI are rolling out a fresh wave of AI-powered advertising and shopping tools.
4 March 2026
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Target’s $2 billion turnaround bet: new CEO flags a path back to growth

Target’s $2 billion turnaround bet: new CEO flags a path back to growth

Target Corporation plans to boost capital spending by $2 billion in 2026, with money earmarked for store remodels, hiring, and technology upgrades as CEO Michael Fiddelke looks to revive growth. Capital expenditures are set to reach roughly $5 billion, covering more than 30 new store openings and over 130 full remodels this year, according to the company. This spending push comes as a tricky juncture for U.S. retailers. Consumers are sticking with basics, yet still holding back on home and apparel—two areas that have long been central for Target.
4 March 2026
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Toast (TOST) signals faster 2026 restaurant sign-ups as “Toast IQ” AI rolls out

Toast (TOST) signals faster 2026 restaurant sign-ups as “Toast IQ” AI rolls out

Toast is projecting higher net new restaurant additions in 2026 compared to last year, targeting more enterprise clients and debuting Toast IQ—its new AI tool designed to automate restaurant operations. Shares climbed roughly 0.9% ahead of the bell, following Tuesday’s 5.6% jump. Toast’s ability to expand hangs on bringing in new locations and channeling a higher volume of payments across its platform, making the comments significant. Restaurant and payments software players have faced pressure from Wall Street to prove they can keep growing while holding the line on margin.
4 March 2026
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Atlassian rolls out new Government Cloud migration tools as an on‑prem deadline looms

Atlassian rolls out new Government Cloud migration tools as an on‑prem deadline looms

Atlassian introduced a guided migration flow, giving eligible admins the ability to move data from Jira and Confluence sites in its commercial cloud into Atlassian Government Cloud, according to the latest cloud release notes. The company also updated Government Cloud sign-in policies; now admins can configure idle-session and session-expiration limits, unlocking options beyond the previous fixed 24-hour window. Atlassian is getting stricter with its self-managed “Data Center” products. The company says that as of March 30, 2026 at 23:59 PST, new customers won’t be able to buy fresh Data Center subscriptions or Marketplace Data Center apps. Support for these on-premise offerings—including Jira, Confluence and Bamboo—will taper off in phases, hitting full end-of-life on March 28, 2029.
4 March 2026
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Stock Market Today

  • Nabtesco (TSE:6268) beats profit estimates but valuation stays high
    July 2, 2026, 12:20 AM EDT. Nabtesco (TSE:6268) posted EPS 16.54% ahead of estimates, sending shares up 2.13% over 24 hours. The stock has climbed 30.53% in 90 days and returned 109.53% for shareholders over a year, though it pulled back 3.47% recently. Despite trading above the analyst consensus, Nabtesco sits 10.07% under one estimate of intrinsic value. Shares change hands at 38.1x earnings, far above the sector's 14.7x average, raising valuation risk if sentiment sours. The company faces headwinds from reshoring weighing on export volumes for motion control parts. Its push into new segments and focus on margins could help. The mix of strong gains and a stretched multiple presents a key choice for investors looking at robotics and automation stocks.
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