Marcin Frąckiewicz

Marcin Frąckiewicz is the founder and CEO of TS2 Space, a satellite communications company serving customers around the world. A graduate of the Warsaw School of Economics (SGH), he has more than two decades of experience in telecommunications, satellite services and technology ventures. He writes about satellite communications, space technology, artificial intelligence and the stock market, with a particular focus on technology companies, semiconductors, emerging industries and the trends shaping global innovation. Follow Marcin Frąckiewicz on Google News, Facebook. or Linkedin.

Embedded Finance Becomes a Revenue Engine for B2B and SaaS Platforms as 2025 Payments News Accelerates

Embedded Finance Becomes a Revenue Engine for B2B and SaaS Platforms as 2025 Payments News Accelerates

December 12, 2025 — Embedded finance is no longer a “nice-to-have” feature tucked into a checkout flow. Today’s news cycle shows it becoming core infrastructure for B2B platforms and vertical SaaS providers—driving new revenue, improving cash flow, and deepening customer retention through integrated payments, lending, wallets, and payout capabilities. The Paypers+3PYMNTS.com+3PYMNTS.com+3
12 December 2025
ChatGPT 5.2 Is Here: What’s New in OpenAI’s GPT‑5.2 Instant, Thinking & Pro — Availability, Pricing, and Safety Updates

ChatGPT 5.2 Is Here: What’s New in OpenAI’s GPT‑5.2 Instant, Thinking & Pro — Availability, Pricing, and Safety Updates

OpenAI has launched GPT‑5.2 across ChatGPT and its API, positioning the update as a major step for professional “knowledge work” with stronger reasoning, long‑context performance, fewer errors, and new spreadsheet/presentation workflows—while the AI race with Google’s Gemini 3 heats up. OpenAI+2OpenAI Help Center+2
12 December 2025
AI Stocks Today: Broadcom Slides on Margin Warning, Oracle’s Capex Shock Keeps Nvidia and AMD Under Pressure Premarket (Dec. 12, 2025)

AI Stocks Today: Broadcom Slides on Margin Warning, Oracle’s Capex Shock Keeps Nvidia and AMD Under Pressure Premarket (Dec. 12, 2025)

NEW YORK — Friday, December 12, 2025U.S. equity futures are pointing to a mixed open Friday morning, with the AI trade again lagging after two back-to-back “reality check” earnings reactions: Oracle’s spending surge and Broadcom’s margin warning. As of about 5:47 a.m. ET, Nasdaq futures were down ~0.47%, S&P 500 futures down ~0.11%, while Dow futures were up ~0.22%—a setup that underscores the market’s growing preference for “profits now” over “promise later” in parts of AI. Seeking Alpha+1
Gold Price Today (December 12, 2025): Gold Jumps Above $4,300 as Fed-Cut Bets, Weak Dollar and Geopolitics Lift Bullion

Gold Price Today (December 12, 2025): Gold Jumps Above $4,300 as Fed-Cut Bets, Weak Dollar and Geopolitics Lift Bullion

Gold price today is holding near a seven-week high as investors wrap up a volatile week dominated by the U.S. Federal Reserve, a softer U.S. dollar, and renewed demand for traditional safe-haven assets. By late morning in Europe, spot gold traded above $4,300 per ounce, extending a strong weekly run even as high prices begin to cool physical buying in key Asian markets. Reuters
12 December 2025
Big Tech Stocks Today: Oracle’s AI Spending Shock, Broadcom Margin Warning, and Nvidia China Chip Scrutiny Shape U.S. Premarket (Dec. 12, 2025)

Big Tech Stocks Today: Oracle’s AI Spending Shock, Broadcom Margin Warning, and Nvidia China Chip Scrutiny Shape U.S. Premarket (Dec. 12, 2025)

As of about 6:00 a.m. ET on Friday, December 12, 2025, U.S. big tech stocks are mixed in premarket trading—with investors juggling two competing narratives: AI demand remains powerful, but the cost of building it is rising fast, and markets are getting pickier about who can turn that spending into profits.
Semiconductor Stocks Today (Dec. 12, 2025): Broadcom Slides Premarket on Margin Outlook as Oracle’s AI Capex Shock Keeps Chip Stocks Volatile

Semiconductor Stocks Today (Dec. 12, 2025): Broadcom Slides Premarket on Margin Outlook as Oracle’s AI Capex Shock Keeps Chip Stocks Volatile

Updated for premarket trading at ~6:00 a.m. ET on Friday, December 12, 2025. Semiconductor stocks are heading into the U.S. open with investors balancing two powerful—and competing—forces: continued blockbuster AI infrastructure demand and fresh anxiety that the spending boom is getting too expensive to sustain.
US Stock Market Premarket Top Gainers Today (Dec. 12, 2025): Lululemon Surges, Cannabis Stocks Rally, Mitek and Quanex Jump

US Stock Market Premarket Top Gainers Today (Dec. 12, 2025): Lululemon Surges, Cannabis Stocks Rally, Mitek and Quanex Jump

SEO summary: Here are the biggest US stock market premarket gainers today and the news driving them, including Lululemon’s earnings and CEO transition, a cannabis-stock surge tied to marijuana rescheduling headlines, and earnings-driven jumps in Mitek and Quanex. Nasdaq+4StockAnalysis+4Reuters+4
Asia Stock Markets Today (Dec. 12, 2025): Japan’s Topix Hits Record as Fed Cut Lifts Sentiment, Oracle Rekindles AI Valuation Jitters

Asia Stock Markets Today (Dec. 12, 2025): Japan’s Topix Hits Record as Fed Cut Lifts Sentiment, Oracle Rekindles AI Valuation Jitters

Asian stock markets climbed on Friday, December 12, 2025, tracking Wall Street’s push to fresh highs after the U.S. Federal Reserve delivered its third interest-rate cut of the year. But the upbeat tone came with a clear caveat: renewed volatility in big-tech and AI-linked names, after Oracle’s sharp selloff revived questions about whether massive data-center spending will translate into profits. Reuters+1
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 12.12.2025

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12 December 2025
Costco Earnings Today: Q1 2026 Results Beat Forecasts as COST Stock Hovers Near $884 and Wall Street Weighs Tariffs, Membership Trends

Costco Earnings Today: Q1 2026 Results Beat Forecasts as COST Stock Hovers Near $884 and Wall Street Weighs Tariffs, Membership Trends

Costco Wholesale reported fiscal first‑quarter 2026 results after the closing bell on Thursday, December 11, delivering another earnings and revenue beat powered by resilient traffic, strong membership income and accelerating digital sales. Diluted EPS came in at $4.50 on $67.3 billion in total revenue, ahead of consensus estimates around $4.27 per share and $67.1 billion in revenue. MarketScreener+2Reuters+2
Lululemon Q3 2025 Earnings Beat Estimates as CEO Calvin McDonald Announces Exit and Buyback Swells by $1 Billion

Lululemon Q3 2025 Earnings Beat Estimates as CEO Calvin McDonald Announces Exit and Buyback Swells by $1 Billion

Lululemon Athletica reported fiscal third‑quarter 2025 results after the bell on Thursday that comfortably topped Wall Street estimates on both revenue and earnings — even as profits fell year over year and the company warned that tariffs and a soft U.S. consumer will continue to squeeze margins. At the same time, the yoga‑wear giant unveiled a CEO succession plan that will see Calvin McDonald step down in early 2026 and the board expand its share repurchase authorization by another $1 billion. Lululemon+2Investing.com+2
11 December 2025
Manchester United (MANU) Stock After Q1 2026 Earnings: Debt Surge, Stadium Dreams and 40%+ Upside Targets

Manchester United (MANU) Stock After Q1 2026 Earnings: Debt Surge, Stadium Dreams and 40%+ Upside Targets

Manchester United’s New York–listed shares closed at $15.78 on 11 December 2025, up 2.5% on the day after a volatile session that saw the stock trade between $14.86 and $16.11 and leaves the club down about 10.6% over the past year.Investing.com That price values the club at roughly $2.7–2.8 billion, a significant premium to most football peers but below the levels seen during takeover speculation in 2023–24.
Broadcom (AVGO) Q4 2025 Earnings: Record $18 Billion Revenue, AI Chip Sales Jump 74%

Broadcom (AVGO) Q4 2025 Earnings: Record $18 Billion Revenue, AI Chip Sales Jump 74%

Broadcom Inc. capped fiscal 2025 with a blowout fourth quarter on December 11, posting record revenue, surging profits and bullish guidance powered by red‑hot demand for its custom AI chips and networking gear. Shares initially rose about 3% in after‑hours trading as the company beat Wall Street’s expectations on both the top and bottom line and signaled even faster growth ahead in early fiscal 2026. PR Newswire+1
11 December 2025
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Stock Market Today

  • Energy Fuels (TSX:EFR) Drops Sharply Despite Rare Earth Expansion Potential
    July 23, 2026, 10:04 AM EDT. Shares of Energy Fuels (TSX:EFR) have fallen 24% over the past month and are down 42% over three months, although the company still posts a 34.65% total shareholder return over one year and 152.62% for five years. Trading at CA$17.33, the stock is considered cheap against an estimated fair value of CA$41.13, reflecting upside tied to White Mesa Mill's rare earth development plans. Key risks are uncertainty around feedstock supplies and required project financing, with the price-to-sales ratio at 36.2x, much higher than industry averages.