Roman Perkowski

Roman Perkowski

Roman Perkowski is a senior markets reporter at TS2.tech. His coverage ranges from stocks and technology to economic developments across global markets. He graduated from the Cracow University of Economics and worked in investment research and corporate finance before becoming a financial journalist. Follow Roman Perkowski on Google News.

SoFi Rallies Again, ETF Quirk Still in Focus

SoFi Rallies Again, ETF Quirk Still in Focus

SoFi Technologies, Inc. rose Thursday after Goldman Sachs bumped its price target to $21 from $17 while sticking to its Neutral rating. The hike brought a tougher question for investors—how much of the SoFi pitch is about lending, and how much could shift to steady fee revenue?
AI Stocks Face Their Biggest Test Yet as Micron’s $250 Billion Bet Raises the Bar

AI Stocks Face Their Biggest Test Yet as Micron’s $250 Billion Bet Raises the Bar

Micron Technology’s plan to invest more than $250 billion in the United States through 2035 gave Wall Street a fresh marker for the artificial intelligence trade on Thursday: the spending boom is real, and it now has to show returns. Micron said the plan was driven by demand for memory chips in the AI era, while its shares rose about 8% in early trading.
Wall Street Eyes Musk’s SEC Deal and Other Legal Moves Today

Wall Street Eyes Musk’s SEC Deal and Other Legal Moves Today

Judge Sparkle Sooknanan signed off on the SEC’s settlement with Elon Musk, clearing the way for the deal over his slow disclosure of buying Twitter shares. But in her order, Sooknanan flagged concerns, saying courts aren’t just “a rubber stamp.” She pointed out the terms: a Musk trust puts up $1.5 million, while the SEC said Musk’s delay let him pocket $150 million.
Dividend ETFs under pressure with oil, rates and AI trades splitting markets

Dividend ETFs under pressure with oil, rates and AI trades splitting markets

NEW YORK - Retail money keeps landing in dividend ETFs, but the tape isn’t making it easy. SPDR S&P 500 ETF Trust slipped 0.77% by 10:47 a.m. in New York. Schwab U.S. Dividend Equity ETF dropped 0.25%, Vanguard High Dividend Yield ETF was down 0.40%, and JPMorgan Equity Premium Income ETF fell 0.60%. The real test now is less about yield screens and more about which income ETF can hang onto cash when oil, rates and equities drop at once.
DigitalOcean (NYSE:DOCN) pops as AI cloud trade shifts on new backlog math

DigitalOcean (NYSE:DOCN) pops as AI cloud trade shifts on new backlog math

DigitalOcean Holdings, Inc. climbed 9.3% to $143.64 Wednesday afternoon after the company forecasted its Q2 remaining performance obligations topping $800 million. That puts focus on backlog and capacity instead of just stronger AI revenue. Shares touched $157.99 at their high and 3.28 million shares changed hands as of 1:50 p.m. EDT, valuing DigitalOcean near $16.1 billion.
Credo shares surge, AI cable outlook grows, but little room left for error

Credo shares surge, AI cable outlook grows, but little room left for error

Credo Technology Group Holding Ltd jumped 9.8% to $265.55 on Monday, leading gains in the Philadelphia Semiconductor Index, which added 2.2%. William Blair’s Sebastien Naji, who rates the stock at buy, said it’s his “highest conviction semiconductor stock for the next six months,” according to Investor’s Business Daily. CRDO has climbed about 85% this year.
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