Today: 29 June 2026

Roman Perkowski

Roman Perkowski is a senior markets reporter at TS2.tech, specializing in stocks, technology and macroeconomic trends. A graduate of the Cracow University of Economics, he previously worked in investment research and corporate finance. His coverage helps readers understand the key forces driving global financial markets and emerging industries.

Lululemon Slashes Outlook, Raising Pressure on Incoming CEO

Lululemon Slashes Outlook, Raising Pressure on Incoming CEO

Lululemon Athletica lowered its annual sales and profit outlook Thursday. Shares fell roughly 9% after hours as sluggish U.S. demand offset gains abroad. The move leaves the company facing more headwinds, with Lululemon still without permanent top management. Timing is an issue. Heidi O’Neill, who has spent years at Nike, doesn’t take over as chief executive until Sept. 8. Lululemon only settled its board dispute with founder Chip Wilson last week, which had kept the focus on governance just as sales slowed.
4 June 2026
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Planet Labs tops revenue estimates, faces next challenges

Planet Labs tops revenue estimates, faces next challenges

Planet Labs posted record fiscal Q1 revenue of $94.2 million, a 42% jump from last year. The company’s backlog climbed 72% to over $906 million, driven by higher government and defense demand. Planet Labs projected fiscal 2027 revenue in the range of $425 million to $441 million. Planet posted revenue ahead of the Zacks consensus, which had called for $89.8 million. Non-GAAP loss per share was 3 cents, matching the Zacks estimate. That gave investors a clearer win on the top line than on profits.
4 June 2026
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Comcast stock in focus: CMCSA ends week higher as Jan. 29 earnings loom

Comcast Shares Fall Again; Universal’s UK Play and $4B Debt Deal in Focus

Comcast stock slid again Thursday, following up a steep drop earlier in the week. Investors looked at a run of news on Universal’s first European resort, a larger debt buyback, and new remarks on Peacock’s path to profit. Comcast shares changed hands at $23.26, down 1.1% in late trade. The S&P 500 tracker SPY edged up 0.5%. The Communication Services Select Sector SPDR Fund added about 0.7%. Comcast slid 5.35% Wednesday to $23.52, lagging behind the broad market and other media stocks.
4 June 2026
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Forgent Power Shares Trade Above $47 Offer as AI Demand Keeps Interest Up

Forgent Power Shares Trade Above $47 Offer as AI Demand Keeps Interest Up

Forgent Power Solutions Inc. shares surged Thursday, climbing far past the price set in its big public offering that wrapped up this week. The newly listed power equipment maker kept getting attention from investors focused on data-center infrastructure. The stock gained $4.54, or 7.6%, to $64.32 by 2:49 p.m. EDT, having hit $64.72 earlier. About 5.6 million shares traded, according to the latest market data.
4 June 2026
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CXApp Stock Rockets After Tiny AI Firm Buys EngineRoom—The 75% Move Explained

CXApp Stock Rockets After Tiny AI Firm Buys EngineRoom—The 75% Move Explained

CXApp Inc. shares surged in heavy Nasdaq trading on Thursday after the workplace-software company said it had bought EngineRoom, an Australia-based AI-enabled growth-intelligence platform, in a cash-and-earnout deal worth about $4.6 million. The stock was at 27.8 cents in morning trade, up 11.88 cents from the prior close, after touching 34.66 cents earlier. More than 314 million shares had changed hands by the latest trade recorded at 10:23 a.m. EDT.
4 June 2026
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Micron Drops as AI Memory Stocks Take a Hit

Micron Drops as AI Memory Stocks Take a Hit

Micron Technology dropped 8.3% to $989.46 at the open on Nasdaq Thursday, part of a larger chip-stock slide that sent the iShares Semiconductor ETF down 5.0% and the QQQ off 1.3%. Despite the selloff, Micron still held a market cap close to $1.13 trillion, a sign of just how far the AI memory rally went before buyers stepped back. Micron is now seen by Wall Street as a clear play on tight supply for memory chips in artificial-intelligence servers. High-bandwidth memory, or HBM, sits near AI processors and offers fast data speeds. DRAM acts as working memory for servers and computers. NAND flash handles data storage in phones, SSDs, and a range of other gadgets.
4 June 2026
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UnitedHealth Shares Climb as Wall Street Sees Less Cost Pressure

UnitedHealth Shares Climb as Wall Street Sees Less Cost Pressure

UnitedHealth Group shares climbed over 5% Thursday morning after Bank of America upgraded the stock to Buy and Morgan Stanley raised its price target. Wall Street is showing new support for the health insurer’s recovery bet. Investors are weighing if UnitedHealth’s first-quarter bounce really means medical costs are settling down, or if it was just a blip from lighter flu season and bad weather. Managed-care stocks have traded on medical-cost “utilization”—how often people go to the doctor—after a run of bigger claims. BofA’s Kevin Fischbeck said new data “make it more difficult to believe” Q1 was all about flu and storms, according to TipRanks.
4 June 2026
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Archer Aviation stock moves up as investors watch for 2026 air-taxi test

Archer Aviation Drops Pre-Market With Cash Burn In Focus

Archer Aviation Inc. shares traded lower before the bell Thursday, with the air-taxi maker sliding ahead of the New York open. The stock was last indicated at $6.53, off $0.22, or around 3.3%. Archer’s market cap stood near $5.0 billion. Archer is moving into a pricier phase with certification, more aircraft testing, and building out manufacturing alongside starting airport operations. The market isn’t just watching for milestones anymore. Investors want to know how Archer plans to cover the cash it needs to get from milestones to real service.
4 June 2026
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Nuburu Shares Back in Play as BURU Traders Look at New Defense-Tech Angle

Nuburu Shares Back in Play as BURU Traders Look at New Defense-Tech Angle

Nuburu Inc. picked up early trading interest Wednesday, with the stock up around 8%. The laser-technology firm, which is repositioning as a defense and security player, flagged new business momentum at its Orbit software arm. Shares were quoted at $0.1841 ahead of the NYSE American core session, market data showed. Early trading at NYSE American starts at 7:00 a.m. ET, with its core session from 9:30 a.m. to 4:00 p.m. ET.
4 June 2026
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Rigetti Computing Stock Jumps Before RGTI Earnings as Quantum Revenue Test Hits Tonight

Rigetti Shares Fall Premarket With Fresh Nasdaq Test for Quantum

Rigetti Computing shares fell before Thursday’s Nasdaq open, trading at $24.10, down $2.79, or about 10.4%, from the previous close. Investors were getting ready for another public-market test for the quantum-computing trade. Quantum stocks are a small and choppy part of tech these days. The sector moves more on government support, milestones from research labs and bets on qubit hardware than on present earnings. Investors are looking for breakthroughs that could let quantum machines solve tasks that classical computers can’t handle yet.
4 June 2026
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Navitas Stock Gets Boost from Nvidia But Risks Remain for Traders

Navitas Stock Gets Boost from Nvidia But Risks Remain for Traders

Navitas Semiconductor traded higher on Wednesday, gaining 19% to close at $30.84 after news of its involvement with NVIDIA’s AI-infrastructure. But sellers showed up after hours, with Public.com indicating the stock at $28.60, off 7.25% from the close. Another choppy session looks likely on Thursday. Navitas Semiconductor, based in Torrance, California, said Wednesday it’s showing its 800 V-to-6 V direct-current power board at NVIDIA’s AI Factory MGX Ecosystem Showcase during COMPUTEX 2026 in Taipei. For investors, the main question is whether AI data centers’ rising power needs will let Navitas turn its spot in the supply chain into real revenue.
4 June 2026
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McDonald’s aims at chicken rivals with updated pitch to lure diners

McDonald’s aims at chicken rivals with updated pitch to lure diners

McDonald’s is pushing chicken, automation, and a bigger effort on social-media marketing in a new corporate plan. The company is betting this mix will help bring in more budget-minded diners as the scramble over value and food quality heats up. McDonald’s rolled out its McDonald’s > NEXT strategy at a global franchisee and supplier meeting in Las Vegas. The company said the new plan centers on making stores simpler to operate, raising hospitality standards, and boosting the taste of its sandwiches and fries.
3 June 2026
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Medtronic Shares Near One-Year Lows as NYSE Open Looms After Friday Drop

Medtronic shares rise on earnings beat, 2027 risk still in view

Medtronic shares moved higher Wednesday as the company posted fiscal fourth-quarter revenue and adjusted profit above Wall Street targets, getting a lift from demand for its heart devices for complex cardiac procedures. Shares were trading 5.4% higher at $77.74 around 2:50 p.m. in New York. The S&P 500 tracking fund slipped 0.5%. A U.S. healthcare ETF gained 1.1%.
3 June 2026
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Tesla gets its robotaxi move, but traders pause

Tesla gets its robotaxi move, but traders pause

Tesla shares fell Wednesday afternoon after the company announced it is launching unsupervised robotaxis across the Austin Metro area. The move puts new attention on Wall Street’s expectations for profits from Tesla’s self-driving push. Tesla’s official robotaxi account posted, “Unsupervised Robotaxi now in the entire Austin Metro area.” The stock dropped around 0.5% to $421.63. The Invesco QQQ Trust, which tracks the Nasdaq-100, lost 0.3%, and SPDR S&P 500 ETF was off 0.6%. Tesla’s price-to-earnings ratio hovered near 387, making the shares vulnerable to worries about execution.
3 June 2026
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Social Security cuts could drop retiree checks by $500 a month by 2032

Social Security cuts could drop retiree checks by $500 a month by 2032

Social Security payments to U.S. retirees could drop by an average $500 a month if Congress doesn’t act before the program’s trust fund is depleted in 2032, according to the Committee for a Responsible Federal Budget on Wednesday. The Washington watchdog group said benefits would be cut 24% nationwide, with average monthly losses topping $500 in 29 states, from $459 in Mississippi to $556 in Connecticut. The estimate translates a familiar actuarial warning into a household number. Social Security covers over 70 million receiving benefits and around 185 million workers paying into it, so even a partial cut would hit national income, not just retirement.
3 June 2026
IREN Up Early as 800MW AI Campus in Australia Heats Up Power Race

IREN Up Early as 800MW AI Campus in Australia Heats Up Power Race

IREN Limited climbed ahead of the bell Wednesday after the AI cloud and data-center operator announced it will build an 800 MW campus in Bundey, South Australia. This is its first data-center project announced in Australia. The company said it's secured a transmission connection agreement. The Nasdaq-listed shares recently traded at $66.60, up $1.25 from where they finished Tuesday. Timing is key here. Investors are still bidding up companies that can put together land, grid access and GPUs — the chips used in training and running artificial-intelligence models — as big tech buyers look for extra computing power.
3 June 2026
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Archer Aviation trades under $7 as next test looms for air-taxi gamble

Archer Aviation trades under $7 as next test looms for air-taxi gamble

Archer Aviation Inc. traded under $7 before the bell on Wednesday after closing at $6.74 on Tuesday. Shares finished down 1.46% with volume around 48.6 million. The New York Stock Exchange’s regular session was set for a 9:30 a.m. EDT open. Trading in the stock isn’t really about new headlines from Archer. It’s more about whether the company turns certification steps into first flights soon, or if losses and cash burn take over the narrative.
3 June 2026
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Rigetti moves up, but new filings keep quantum trades on edge

Rigetti moves up, but new filings keep quantum trades on edge

Rigetti Computing shares ended Tuesday up 4.9% at $26.88, putting the quantum computing firm’s market cap near $9.0 billion before the Nasdaq opened again Wednesday. Nasdaq’s main session was still shut in New York. June 3 is not on the exchange’s 2026 holiday calendar. Rigetti is known for big swings, one of the few public quantum computing trades out there. Quantum computing, still in early days, relies on qubits to do specific tasks that classical machines struggle with. The latest move in the stock tracked as traders looked over new insider filings while quantum shares got a lift from recent policy news.
3 June 2026
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Laser Photonics Jumps After Anti-Drone Deal, Traders Watch Next Move

Laser Photonics Jumps After Anti-Drone Deal, Traders Watch Next Move

Laser Photonics Corp shares climbed again in premarket trading Wednesday after the company said its Laser Shield Anti-Drone system was chosen for a defense technical-exchange process. The stock was at $3.08 at 04:11 EDT, up 27.27% premarket, adding to Tuesday’s close at $2.42, which was up 160.92%. Timing is a factor. Nasdaq’s main session wasn’t open yet—premarket runs from 4:00 a.m. to 9:30 a.m. Eastern, and regular hours are 9:30 a.m. to 4:00 p.m. June 3 does not show up on Nasdaq’s 2026 holiday list.
3 June 2026
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Stock Market Today

  • Honeywell Aerospace (HONA) opens trading at $72 billion valuation, enters S&P 500 amid data-center uncertainty
    June 29, 2026, 1:27 PM EDT. Honeywell Aerospace (NASDAQ:HONA) began trading on its own after splitting from Honeywell Technologies (NASDAQ:HON), landing a $71.76 billion market cap. HONA joined the S&P 500 and S&P 100 right away, pulling in institutional attention. Shares started 7% up at $236.78, then slid back toward $226. The debut comes as investors worry about data-center investment, which drives growth for many power and equipment stocks. Analysts say U.S. data-center power use could reach 66 gigawatts by 2027, twice the 2025 forecast. HONA is valued at 28.2 times earnings, undercutting rivals like Vertiv and GE Aerospace. Some investors are waiting to see if HONA can keep growth up on its own as supply chains and tech demand shift.
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