Marcin Frąckiewicz

CEO of TS2 Space and founder of TS2.tech. Expert in satellites, telecommunications, and emerging technologies, covering trends in space, AI, and connectivity.

Netflix stock steadies in premarket as it backs Warner Bros deal amid Paramount bid

Netflix stock steadies in premarket as it backs Warner Bros deal amid Paramount bid

New York, Jan 8, 2026, 06:22 EST — Premarket Netflix stock (NFLX) inched up 0.1% to $90.73 in premarket trading on Thursday after the streaming company reaffirmed its commitment to a proposed deal for key Warner Bros. Discovery assets. The fresh statement matters because the takeover fight around Warner Bros. Discovery has become the main near-term overhang for Netflix shares, with investors weighing potential dilution, regulatory scrutiny and the risk that a rival bidder forces a higher price. Warner Bros. Discovery’s board on Wednesday urged shareholders to reject Paramount Skydance’s amended tender offer — a bid made directly to shareholders
AMD stock slips 2% in premarket as Feb. 3 earnings date nears

AMD stock slips 2% in premarket as Feb. 3 earnings date nears

NEW YORK, Jan 8, 2026, 06:20 EST — Premarket Shares of Advanced Micro Devices fell about 2% in premarket trading on Thursday after the chipmaker said it will report fourth-quarter and full-year 2025 results on Feb. 3, with investors positioning for a busy stretch of economic data and earnings. AMD was down $4.35 at $210.02, versus a prior close of about $214.37. AMD The timing matters because AMD’s update effectively puts a date on the next big test for a stock that has become a proxy for demand in high-end chips used in data centers and AI systems. Broadly, futures
EV Stocks Mixed in Premarket: Rivian Rises Despite Recall as Tesla, Lucid Slip

EV Stocks Mixed in Premarket: Rivian Rises Despite Recall as Tesla, Lucid Slip

New York, Jan 8, 2026, 06:14 EST — Premarket Rivian Automotive (RIVN.O) rose 2.8% to $20.06 in U.S. premarket trading on Thursday after regulators said the EV maker is recalling about 20,000 vehicles, while Lucid Group (LCID.O) fell 4.9% and Tesla (TSLA.O) slipped 0.4%. The recall covers 19,641 previously serviced R1S SUVs and R1T pickups over an improperly reassembled rear toe link, a suspension component; the agency said Rivian will replace the bolts free of charge and cited one crash with minor injuries, while the company produced 42,284 vehicles and delivered 42,247 in 2025. Reuters The mixed moves came with broader
Nvidia’s China H200 payment demand hits chip stocks premarket as Intel pops, TSMC sinks

Nvidia’s China H200 payment demand hits chip stocks premarket as Intel pops, TSMC sinks

New York, Jan 8, 2026, 06:21 EST — Premarket Nvidia (NVDA.O) rose about 1% in U.S. premarket trade on Thursday after Reuters reported the company is requiring full upfront payment from Chinese customers seeking its H200 artificial intelligence chips, tightening terms as Beijing weighs approvals. Taiwan Semiconductor Manufacturing (TSM.N) fell 2.6%, Advanced Micro Devices (AMD.O) slid 2% and Intel (INTC.O) jumped 6.4%, while the iShares Semiconductor ETF (SOXX) was down about 1%. Reuters The China headline hit a sector that has started 2026 on a run, with the PHLX semiconductor index hitting an all-time high on Tuesday as investors chased AI-linked
Space and Defense Stocks Jump as Trump Pitches $1.5 Trillion Military Budget, Despite Buyback Crackdown

Space and Defense Stocks Jump as Trump Pitches $1.5 Trillion Military Budget, Despite Buyback Crackdown

New York, Jan 8, 2026, 06:16 EST — Premarket U.S. space and defense stocks jumped in early premarket trade on Thursday after President Donald Trump called for a $1.5 trillion military budget for 2027, with Lockheed Martin up 7.2% and Northrop Grumman up 7.5%. RTX gained 4.9% and Kratos Defense rose 7.1%, even as Dow, S&P 500 and Nasdaq futures fell about 0.2%-0.3% heading into Friday’s payrolls report. Jefferies economist Mohit Kumar warned that a shift toward more government intervention could “create uncertainty” and add to some risk premium. Reuters The bounce followed a sharp Wednesday selloff after Trump vowed to
Quantum Computing Stocks Slide in Premarket After D-Wave’s $550 Million Quantum Circuits Deal

Quantum Computing Stocks Slide in Premarket After D-Wave’s $550 Million Quantum Circuits Deal

New York, January 8, 2026, 06:15 EST — Premarket Quantum computing stocks were lower in U.S. premarket trading on Thursday after D-Wave Quantum said it had agreed to buy Quantum Circuits in a $550 million deal, sending its shares down 3.5% to $30.20. IonQ fell 1.9%, Rigetti slipped 0.8%, Quantum Computing Inc dropped 4.0% and Arqit Quantum eased 2.1%. Traders focused on the dilution math as much as the headline price tag, with the sector prone to sharp swings and fast reversals. An SEC filing showed the stock portion will be priced off a 10-session volume-weighted average price (VWAP), with
Oil stocks slide before the open as Exxon flags up to a $1.2 billion hit — what to watch next

Oil stocks slide before the open as Exxon flags up to a $1.2 billion hit — what to watch next

New York, Jan 8, 2026, 06:15 EST — Premarket Oil stocks fell in U.S. premarket trade on Thursday, led by Exxon Mobil down 2.1% and ConocoPhillips off 3.3%. Exxon slid after it said in a regulatory filing that lower crude prices could cut fourth-quarter upstream earnings by about $800 million to $1.2 billion. Chevron was down 0.8% and the Vanguard Energy ETF, a broad gauge of the sector, dipped about 1%. Reuters Crude was firmer after two sessions of losses, but traders stayed wary of a supply glut and new uncertainty around Venezuelan oil flows. Brent rose 6 cents to $60.02
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 08.01.2026

LIVEMarkets rolling coverageStarted: January 8, 2026, 12:00 AM ESTUpdated: January 8, 2026, 11:59 PM EST Royalty Pharma Undervalued on DCF Despite 1-Year Rally (RPRX) January 8, 2026, 11:59 PM EST. RPRX trades at $40.26, after a 40% return in the last year. A Discounted Cash Flow model-using a 2-stage Free Cash Flow to Equity framework-yields an intrinsic value around $179.83 a share, implying the stock is about 77.6% undervalued versus today. The model assumes TTM FCF of roughly $429.4 million and forecasts growth to about $4.2 billion by 2030. On a multiples basis, the stock trades at P/E 22.49x, above
Chevron stock price forecast: CVX slips as $22 bln Lukoil bid talk and Venezuela oil control jolt the outlook

Chevron stock price forecast: CVX slips as $22 bln Lukoil bid talk and Venezuela oil control jolt the outlook

NEW YORK, January 7, 2026, 15:29 EST — Regular session Chevron fell 0.9% to $155.17 in afternoon trade after Reuters reported private equity group Quantum Energy Partners is working on a bid that could involve the U.S. oil major for Lukoil’s international assets. A Chevron spokesperson said the company “continues to assess potential opportunities,” but declined to comment on commercial matters. Reuters The Chevron stock price forecast is suddenly less about refinery margins and more about politics, with Washington moving to take a hand in Venezuelan crude sales. “We need to have that leverage and that control of those oil
SoFi stock price forecast: BofA’s $20.50 target clashes with Barclays’ $28 as earnings loom

SoFi stock price forecast: BofA’s $20.50 target clashes with Barclays’ $28 as earnings loom

New York, Jan 7, 2026, 15:46 ET — Regular session SoFi Technologies shares were down about 0.1% at $26.96 on Wednesday afternoon, with roughly 37.5 million shares traded. The stock ended Tuesday at $26.98, down 7.9% from Monday’s $29.28 close. Nasdaq The slide has put the SoFi stock price forecast back under a harsh light, with investors weighing dilution from the company’s latest equity raise against the case for faster growth into 2026. Earnings later this month are the next hard checkpoint, and the tape is telling traders to keep their seatbelts on. In a filing, SoFi said underwriters exercised
Apple stock price forecast: AAPL slides as memory costs rise and earnings near

Apple stock price forecast: AAPL slides as memory costs rise and earnings near

NEW YORK, January 7, 2026, 15:49 EST — Regular session Apple shares fell 0.6% to $260.78 in afternoon trading on Wednesday, sliding to a session low. Evercore analyst Amit Daryanani stuck with a $325 target — about 25% above that level — even as he pointed to a projected 40%-50% jump in NAND flash and DRAM memory prices in early 2026, Barron’s reported. Barron’s The move matters because Apple remains a bellwether for big U.S. tech, and its next earnings report is close enough to shape positioning. Investors want proof the company can defend margins while selling expensive hardware into
BBAI stock price forecast: BigBear.ai slips under $6 as downgrade meets Jan. 16 note deadline

BBAI stock price forecast: BigBear.ai slips under $6 as downgrade meets Jan. 16 note deadline

New York, Jan 7, 2026, 15:30 ET — Regular session Shares of BigBear.ai Holdings slid about 6.6% to $5.99 on Wednesday afternoon, as a brokerage downgrade cooled sentiment in the small-cap AI name. The stock was down about 42 cents from the prior close of $6.41 and traded between $5.99 and $6.35 in the session. Google The timing matters because BigBear.ai is heading into a Jan. 16 redemption of its 6% convertible notes due 2029 — debt that can turn into stock. The company said it expects to eliminate about $125 million of debt largely through conversions and plans to
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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