Today: 7 February 2026
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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.

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 29.11.2025

ENDEDLive coverage has endedEnded: November 30, 2025, 12:00 AM EST Rocket Companies (RKT) Valuation After a 1-Month Rally: Is the Upside Priced In? November 29, 2025, 11:54 PM EST. Rocket Companies (RKT) has caught attention after a strong rally, up ~20% in the last month and ~84% year-to-date, with 45% and 151% total returns over 12 months and three years. The stock trades near consensus fair value and is priced well above peers, with a price-to-sales ratio of 9.2x versus industry 2.5x. Analysts' fair value sits around $19.92, flagging a potential overvaluation if growth slows. Bulls point to a diversified
29 November 2025
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Strategy Inc (MSTR): Bitcoin Treasury Giant Faces MSCI Index Risk, S&P ‘B-’ Rating and New STRE Preferred Stock

Strategy Inc (MSTR): Bitcoin Treasury Giant Faces MSCI Index Risk, S&P ‘B-’ Rating and New STRE Preferred Stock

Published: November 28, 2025 Strategy Inc (NASDAQ: MSTR) — the company formerly known as MicroStrategy — has become one of the most closely watched intersections of Bitcoin, capital markets and enterprise software. Over the past month, the stock has dropped more than 40%, as Bitcoin slid over 20% and investors digested the possibility that MSTR could be removed from major equity indices.insidermonkey.com+1 Yet Wall Street coverage remains broadly positive, and the company continues to raise billions in fresh capital, launch new preferred shares, and double down on its role as the world’s largest corporate holder of Bitcoin.Business Wire+1 Here’s a
28 November 2025
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Broadcom Leans Into AI Chip Boom and VMware Shake‑Up Ahead of Q4 2025 Earnings

Broadcom Leans Into AI Chip Boom and VMware Shake‑Up Ahead of Q4 2025 Earnings

Broadcom Inc. (NASDAQ: AVGO) is heading into its December 11, 2025 earnings report at the center of two powerful storylines: explosive demand for artificial intelligence (AI) chips and a highly controversial overhaul of VMware licensing that is reshaping enterprise IT budgets worldwide.Investing News Network (INN)+1 The company has just reported record AI revenue growth, booked a multibillion‑dollar custom chip order, and reinforced its position as both a semiconductor powerhouse and a major infrastructure software vendor. At the same time, its VMware business is driving strong financial results while provoking lawsuits, customer migrations, and regulatory scrutiny in Europe.Investopedia+1 Broadcom at a
28 November 2025
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Meta Platforms in 2025: Llama 4, Meta AI, Scam Ad Backlash and the Big Bet on VR

Meta Platforms in 2025: Llama 4, Meta AI, Scam Ad Backlash and the Big Bet on VR

Updated November 28, 2025 Meta Platforms is ending 2025 in a very “Schrödinger’s tech giant” state: at once a booming AI and ads machine, a metaverse hardware vendor, and a company under intense regulatory and legal fire. Revenue is surging, AI models are heading to space, VR headsets are all over Black Friday – and at the same time, leaked documents, court filings and antitrust probes are drilling into how Meta makes that money and how its apps affect society. Here’s where Meta stands right now across financial performance, AI strategy, hardware, regulation and public trust. Financial picture: revenue soars,
28 November 2025
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Oracle in 2025: AI Cloud Mega‑Deals, New Co‑CEOs and a High‑Stakes Transformation

Oracle in 2025: AI Cloud Mega‑Deals, New Co‑CEOs and a High‑Stakes Transformation

Updated November 28, 2025 Oracle is racing to reinvent itself as an AI infrastructure giant, signing massive cloud deals with OpenAI and Meta, unveiling new AI databases and superclusters, and restructuring its workforce—all while facing mounting debt and fresh security and legal risks. Oracle’s reinvention: from database giant to AI infrastructure heavyweight Oracle Corporation, long known as the company behind the relational database, is in the middle of its most aggressive transformation in decades. In 2025 the company has: The result is a company trying to vault from “traditional enterprise software vendor” into the front rank of AI infrastructure builders—alongside
28 November 2025
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Tesla in 2025: FSD v14 Trial, Robotaxis and a Global Sales Slump Put the EV Pioneer at a Crossroads

Tesla in 2025: FSD v14 Trial, Robotaxis and a Global Sales Slump Put the EV Pioneer at a Crossroads

Record deliveries, falling profits, aggressive autonomy bets and a $1 trillion CEO pay package are pulling Tesla in different directions at once. A company in transition Tesla (TSLA) heads into the end of 2025 looking more like a tech conglomerate in mid‑pivot than a straightforward electric‑car maker. On the one hand, the company just reported record quarterly vehicle deliveries of about 497,000 units in Q3 2025, up 7% year‑on‑year, with total revenue rising 12% to $28.1 billion and automotive revenue hitting $21.2 billion.wardsauto.com+1 On the other hand, its operating profit fell roughly 40% to $1.6 billion, as margins were squeezed
28 November 2025
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Canada Economy Rebounds in Q3 2025 With 2.6% GDP Growth – But Trade War Keeps Outlook Fragile

Canada Economy Rebounds in Q3 2025 With 2.6% GDP Growth – But Trade War Keeps Outlook Fragile

Published: November 28, 2025 – OTTAWA Canada’s economy has pulled off a stronger‑than‑expected rebound just as 2025 winds down, with fresh data showing growth accelerating in the third quarter even while a trade war with the United States reshapes everything from export markets to government policy. New figures from Statistics Canada released on November 28 show real gross domestic product (GDP) rose 0.6% in Q3 2025 from the previous quarter, equivalent to an annualized pace of 2.6%. That follows a revised 0.5% quarterly contraction (‑1.8% annualized) in Q2, allowing Canada to sidestep a technical recession for now.Statistics Canada+1 The headline
28 November 2025
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Apple in 2025: AI Breakthroughs, Record Earnings and Intensifying Antitrust Battles

Apple in 2025: AI Breakthroughs, Record Earnings and Intensifying Antitrust Battles

Published: November 28, 2025 Apple is closing out 2025 in a paradoxical position: it’s reporting record revenue and rolling out some of its most ambitious products ever, even as regulators on three continents escalate antitrust and digital-market investigations that could reshape how the company operates. From the launch of Apple Intelligence across its platforms to the new iPhone 17 lineup, M5-powered Macs and iPads, and a massive new U.S. manufacturing and climate push, Apple is trying to define the next decade of computing while defending the ecosystem that made it one of the world’s most valuable companies. Apple+3Apple+3Apple+3 Record Q4 2025
28 November 2025
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Amazon in 2025: AI Supercomputing Bet, Q3 Earnings Surge and New Regulatory Fights

Amazon in 2025: AI Supercomputing Bet, Q3 Earnings Surge and New Regulatory Fights

As 2025 draws to a close, Amazon.com Inc. is in the middle of one of the biggest strategic pivots in its history. The e‑commerce and cloud giant is pouring tens of billions of dollars into artificial intelligence infrastructure, reshaping its workforce, and battling regulators on multiple fronts — all while its AWS cloud unit returns to high‑growth mode and workers strike at key European warehouses on Black Friday. ir.aboutamazon.com+2About Amazon+2 Below is a comprehensive look at the latest developments around Amazon’s business, finances, AI bets, labor relations and regulatory challenges as of November 28, 2025. Q3 2025: Earnings Beat Powered by AWS
28 November 2025
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Microsoft in 2025: AI Superfactory, New OpenAI Deal, Anthropic Alliance and Cloud Growth Redefine the Company

Microsoft in 2025: AI Superfactory, New OpenAI Deal, Anthropic Alliance and Cloud Growth Redefine the Company

Updated: November 28, 2025 Microsoft is reshaping itself around AI and cloud in 2025, with record financial results, a revamped OpenAI partnership, a multibillion‑dollar Anthropic alliance, an AI “superfactory,” and big moves in Xbox gaming and regulators’ courts. A pivotal year for Microsoft Microsoft has spent years talking about being an “AI-first” company. In 2025, that slogan finally looks literal. The company is posting record cloud and AI-driven financials, renegotiating its blockbuster OpenAI deal, striking a huge new alliance with Anthropic and Nvidia, building an AI “superfactory” spanning U.S. states, and pushing agentic AI from the data center all the
28 November 2025
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Google in 2025: Gemini 3, $4 Trillion Valuation Race and the New AI-Powered Future of Search

Google in 2025: Gemini 3, $4 Trillion Valuation Race and the New AI-Powered Future of Search

Alphabet, Google’s parent company, is closing out 2025 in full sprint. The company has just delivered its first-ever quarter with more than $100 billion in revenue, is edging toward a $4 trillion market valuation, and is rolling out its most advanced AI model yet, Gemini 3 — all while facing landmark antitrust rulings and intense competition in cloud and devices. SEC+2blog.google+2 Below is a deep dive into how Google is evolving right now across AI, Search, Cloud, hardware, regulation and its workforce — and what it means for users, publishers, and investors. Google’s AI Engine: Gemini 3 Becomes the New Center
28 November 2025
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Nvidia Stock Stumbles as Google’s AI Chips Gain Ground — But Record Earnings Show Its Power

Nvidia Stock Stumbles as Google’s AI Chips Gain Ground — But Record Earnings Show Its Power

Updated November 28, 2025 Nvidia is still the king of AI chips — but for the first time in years, Wall Street is openly wondering how long that crown will stay secure. Fresh off a blockbuster quarter with record revenue and data‑center sales, Nvidia’s share price has shed tens of billions of dollars in value in November as investors digest intensifying competition from Google, stricter China controls, a global memory crunch, and persistent chatter about an “AI bubble.” Business Insider+3NVIDIA Newsroom+3Investopedia+3 Here’s how the world’s most valuable chipmaker is navigating its bumpiest month in a long time — and what it means for
28 November 2025
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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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