Marcin Frąckiewicz

GE Vernova stock slips today as Poland SMR deal lands — what moved GEV and what’s next
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GE Vernova stock slips today as Poland SMR deal lands — what moved GEV and what’s next

GE Vernova shares fell 1% to $867.03 Thursday afternoon, after hitting a record high Wednesday and surging 5.8% Tuesday. The company’s nuclear joint venture signed a design agreement in Poland for its BWRX-300 small modular reactor. Broader markets declined, with the Nasdaq down and Nvidia dropping 4.5%. Investors are watching for GE Vernova’s April 22 earnings webcast.
February 26, 2026
Lithium price jumps after Zimbabwe export ban jolts China futures and mining stocks
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Lithium price jumps after Zimbabwe export ban jolts China futures and mining stocks

China’s lithium carbonate futures jumped 6.07% to 178,020 yuan per ton after Zimbabwe halted exports of raw minerals and lithium concentrates with immediate effect. The ban, which includes cargoes in transit, disrupted supply to China, which received most of Zimbabwe’s 1.128 million tons of lithium concentrate exports last year. Shares of Chinese miners with Zimbabwe exposure fell as firms assessed the impact.
February 26, 2026
Gasoline prices are edging up again — what U.S. traders are watching next
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Gasoline prices are edging up again — what U.S. traders are watching next

U.S. gasoline futures rose and pump prices increased, with the national average up over 5 cents to $2.98 a gallon, AAA reported. Government data showed gasoline inventories fell by 1 million barrels last week, while crude stocks jumped by 16 million. Traders are watching U.S.-Iran nuclear talks and the upcoming OPEC+ meeting for supply signals. Refinery utilization slipped to 88.6% as plants switch to summer-grade fuel.
February 26, 2026
Natural gas price slides to $2.81 as UNG drops; traders eye March 5 EIA report
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Natural gas price slides to $2.81 as UNG drops; traders eye March 5 EIA report

U.S. natural gas futures fell 2% to $2.81 per mmBtu Thursday, pressured by mild March weather forecasts and steady output. The United States Natural Gas Fund dropped 2.4% to $11.32. Lower 48 production averaged 108.7 bcfd in February, while LNG export flows neared 18.7 bcfd. Gas in storage stood at 2,018 Bcf for the week ended Feb. 20, down 52 Bcf from the previous week.
February 26, 2026
ASX 200 futures point lower after record close as Australia shares eye Nvidia jitters, earnings
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ASX 200 futures point lower after record close as Australia shares eye Nvidia jitters, earnings

S&P/ASX 200 futures fell to 9,119.5 in early Friday trade, 56 points below Thursday’s record close. Miners and healthcare stocks led Thursday’s gains, with BHP up 2.2% and Ramsay Health Care jumping 10.4%. U.S. markets slipped overnight, led by a drop in the Nasdaq. TPG Telecom, Star Entertainment, and Coles are set to report earnings Friday.
February 26, 2026
Western Digital stock price slides as Nvidia jitters hit AI-linked storage names
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Western Digital stock price slides as Nvidia jitters hit AI-linked storage names

Western Digital shares fell 5.3% to $275.65 by midday Thursday, tracking declines in tech stocks after Nvidia’s results. The drop followed S&P Global Ratings’ upgrade of Western Digital to BBB- earlier in the week. The company recently redeemed senior notes and eliminated its Series A preferred stock. Management is set to present at Morgan Stanley’s TMT Conference on March 3.
February 26, 2026
CrowdStrike stock rebounds after AI scare as VAST partnership, FalconID rollout hit tape
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CrowdStrike stock rebounds after AI scare as VAST partnership, FalconID rollout hit tape

CrowdStrike shares rose 3.9% to $377.38 in midday trading Thursday, rebounding after a sharp selloff in cybersecurity stocks this week. The company announced a new AI partnership with VAST Data and launched FalconID, a multi-factor authentication product. Investors await CrowdStrike’s March 3 earnings report for updates on demand. DA Davidson cut its price target to $425 from $580, citing recent volatility.
February 26, 2026
UnitedHealth stock price drops as Medicare Advantage enrollment slips; UNH investors eye CMS rates
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UnitedHealth stock price drops as Medicare Advantage enrollment slips; UNH investors eye CMS rates

UnitedHealth Group shares fell 2.6% to $284.20 Thursday after federal data showed its Medicare Advantage enrollment dropped over 5% year-over-year to 9.3 million. The board approved a $2.21 quarterly dividend. A securities filing added a two-year holding period to CEO Stephen Hemsley’s stock options. CMS will announce final 2027 Medicare Advantage rates by April 6.
February 26, 2026
Corning stock price drops 4% as Citi’s $170 target puts OFC conference in focus
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Corning stock price drops 4% as Citi’s $170 target puts OFC conference in focus

Corning shares fell 4.1% to $153.90 by late Thursday morning, reversing after hitting a 52-week high the day before. Citigroup raised its price target to $170 and put Corning on a 30-day “catalyst watch” ahead of the Optical Fiber Communication conference in March. Traders are watching for management comments and updates on AI data-center optical demand. Trading volume neared 9.6 million shares as the Nasdaq dropped 1.3%.
February 26, 2026
Lumentum stock drops 5% in regular session — why LITE is swinging and what’s next
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Lumentum stock drops 5% in regular session — why LITE is swinging and what’s next

Lumentum shares fell 5.1% to $686.69 Thursday, reversing the prior day's gain, as the Nasdaq dropped 1.3%. The stock traded between $662 and $728 with no new company news since early February. Investors await updates from management’s investor meetings and a March 2 conference webcast. Wall Street’s average one-year price target stands at $565.29.
February 26, 2026
Alphabet (Google) Class C stock price slides as EU search shake-up looms; March 3 CFO talk next
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Alphabet (Google) Class C stock price slides as EU search shake-up looms; March 3 CFO talk next

Alphabet’s Class C shares dropped 2.9% to $303.93 Thursday morning after reports Google will test changes to its European search results as EU regulators review possible Digital Markets Act violations. Google also signed new power supply deals for data centers in Minnesota and Texas. A Russian court fined Google over 22 million roubles for distributing VPNs. Investors await CFO Anat Ashkenazi’s update on March 3.
February 26, 2026
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