Today: 22 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.

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

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
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BW stock jumps after Babcock & Wilcox gets $2.4 billion green light to build AI data-center power project

BW stock jumps after Babcock & Wilcox gets $2.4 billion green light to build AI data-center power project

Babcock & Wilcox Enterprises, Inc said it’s moving ahead with a $2.4 billion contract to supply equipment for AI-focused data center campuses backed by Applied Digital. The stock shot up almost 31% early Wednesday, following news that fourth-quarter revenue hit $161.0 million—outpacing the $155.6 million average estimate from analysts, according to LSEG data.
5 March 2026
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Veeva earnings: $3.6 billion outlook and buyback plan as AI agents roll out

Veeva earnings: $3.6 billion outlook and buyback plan as AI agents roll out

Veeva Systems Inc guided for fiscal 2027 revenue between $3.585 billion and $3.600 billion, targeting first-quarter sales of $855 million to $858 million. In the fourth quarter, revenue climbed 16% to $836 million, with subscription revenue hitting $707.7 million. Adjusted earnings, which strip out stock-based compensation and other items, landed at $2.06 a share. “Results exceeded our guidance across the board,” CFO Brian Van Wagener said. CEO Peter Gassner flagged the company’s pivot to “agentic” software — AI agents that take action within applications — as a “substantial opportunity” as Veeva launches its updated Vault CRM and introduces AI agents, the first of which debuted in December.
5 March 2026
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Okta flags slowest growth since IPO as revenue outlook disappoints

Okta flags slowest growth since IPO as revenue outlook disappoints

Okta is calling for first-quarter revenue between $749 million and $753 million, trailing the $754.61 million analyst consensus from LSEG data quoted by Reuters. That’s the company’s slowest projected growth since its IPO in 2017, with management citing economic uncertainty hitting enterprise tech budgets. https://www.reuters.com/business/okta-forecasts-slowest-revenue-growth-since-ipo-amid-economic-uncertainty-2026-03-04/
5 March 2026
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Compass Group’s Vacherin names new boss as award-winning chief moves to chairman role

Compass Group’s Vacherin names new boss as award-winning chief moves to chairman role

Tom Rule steps up as managing director designate at Vacherin, the London-based workplace caterer under Compass Group PLC, according to Contract Catering Magazine on Wednesday. Phil Roker, who’s put in two decades at the company, shifts to chairman. “The time is now right,” Roker said about his decision to pass the baton. Rule called himself “thrilled and honoured” to take the reins.
5 March 2026
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Tesco PLC staff set for £134m sharesave windfall as UK grocery inflation ticks up

Tesco PLC staff set for £134m sharesave windfall as UK grocery inflation ticks up

Tesco says over 22,000 employees are set to split as much as £134 million through its Save As You Earn program—a company scheme letting staff lock in future share purchases at a fixed price. Those choosing to cash in now will see average profits land somewhere between £5,000 and £8,000, with Tesco pinpointing payouts of around £5,346 for typical three-year participants and £8,004 for five-year savers. Chief people officer Emma Taylor called it a “really tangible reward.” The retailer notes this year’s payout is more than quadruple last year’s £30 million, a leap driven by shares climbing nearly 25% over the past year.
5 March 2026
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Stock Market Today

  • Super Micro (SMCI) Jumps 15% After Increasing Gross Margin Outlook, Reports $60B in Orders
    July 21, 2026, 11:08 PM EDT. Shares of Super Micro (NASDAQ: SMCI) climbed 15% as the company boosted its gross margin forecast for the June quarter to 15-17%, up from the 8.2-8.4% range reported in May. The upgrade was attributed to a positive shift in both customer and product mix. Although overall revenue guidance remained steady at around $11 billion, Super Micro announced an all-time high of $60 billion in booked orders, fueled by continued strong demand for AI servers built with Nvidia processors. CEO Charles Liang also announced a major new gigawatt-scale AI data center partnership with SpaceX and xAI. U.S. technology shares outperformed in the latest trading session.
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