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.

Google vs Nvidia: AI Chip War Splinters the Market as Meta Eyes Google TPUs and Nvidia Claims It’s “A Generation Ahead”

Google vs Nvidia: AI Chip War Splinters the Market as Meta Eyes Google TPUs and Nvidia Claims It’s “A Generation Ahead”

The battle for the future of artificial intelligence hardware intensified on Wednesday, November 26, 2025, as new details emerged about Meta’s talks to use Google’s in‑house AI chips, Nvidia defended its dominance in unusually blunt terms, and investors continued to reshuffle their bets in what had long been a one‑way “Nvidia trade”. mint+2TrendForce+2 The Wall Street Journal first framed the shift as an “AI trade” that is splintering: Alphabet is powering toward a $4 trillion valuation, even as Nvidia — until recently the world’s most valuable company — sees its stock wobble and its narrative challenged. mint+1 Key points Meta–Google talks redraw
Onton Raises $7.5M to Expand AI Shopping Platform Beyond Furniture as AI Commerce Race Heats Up

Onton Raises $7.5M to Expand AI Shopping Platform Beyond Furniture as AI Commerce Race Heats Up

San Francisco — November 26, 2025 — AI commerce startup Onton has raised $7.5 million in seed funding to expand its AI-powered shopping platform beyond furniture into categories like apparel and consumer electronics, as competition to own AI-driven product discovery intensifies across retail.GlobeNewswire+2TechCrunch+2 A $7.5 Million Bet on Reinventing How We Shop Onton’s new round is a seed raise of $7.5 million, led by venture firm Footwork, with participation from Liquid 2, Parable Ventures, 43 and other investors. The company says the funding brings its total capital raised to roughly $10 million and will be used to expand its product, scale its team and grow its global footprint.FindArticles+3GlobeNewswire+3StartupHub.ai+3 Unlike many AI startups focused
Is the U.S. Stock Market Open on Friday, November 28, 2025? Black Friday Trading Hours Explained

Is the U.S. Stock Market Open on Friday, November 28, 2025? Black Friday Trading Hours Explained

If you’re wondering “Is the U.S. stock market open this Friday, 28.11.2025?”, the short answer is: Yes, the U.S. stock market is open on Friday, November 28, 2025 — but it will close early at 1:00 p.m. Eastern Time. This special schedule applies to the major U.S. equity exchanges, including the New York Stock Exchange (NYSE) and the Nasdaq Stock Market, which officially designate Black Friday as an early‑close trading day rather than a full market holiday. Intercontinental Exchange+2Nasdaq+2 At the same time, U.S. bond markets will also operate on shortened hours, closing at 2:00 p.m. ET following industry recommendations from SIFMA (the Securities Industry and Financial Markets Association) and confirmed in multiple
26 November 2025
Canada Stock Market Today: TSX Closes at Record High Above 31,000 as Energy and Gold Stocks Rally – After the Bell, Nov. 26, 2025

Canada Stock Market Today: TSX Closes at Record High Above 31,000 as Energy and Gold Stocks Rally – After the Bell, Nov. 26, 2025

Toronto – Wednesday, November 26, 2025, 4:15 p.m. ET —Canada’s main stock market finished today’s session at a fresh all‑time high, capping a powerful four‑day winning streak driven by surging commodity stocks, booming gold prices and growing confidence that the U.S. Federal Reserve will cut interest rates in December. The S&P/TSX Composite Index closed at 31,180.25, up 279.60 points or 0.90%, after trading between 30,958.22 and a record intraday high of 31,215.45 on volume of roughly 234 million shares.Investing.com+2Yahoo Finance+2 The move extends an already stellar year: the TSX is up about 24% in 2025, on track for its best annual performance since 2009.Reuters TSX closes
26 November 2025
US Stock Market Today, November 26, 2025: Dow Jumps 315 Points as Fed Rate-Cut Bets and AI Stocks Fuel Thanksgiving Rally

US Stock Market Today, November 26, 2025: Dow Jumps 315 Points as Fed Rate-Cut Bets and AI Stocks Fuel Thanksgiving Rally

U.S. stocks extended their Thanksgiving-week rebound on Wednesday, with all three major indexes logging a fourth straight gain ahead of the holiday. The advance was powered by growing expectations of a Federal Reserve rate cut in December, solid demand for AI-related hardware, and upbeat signals from selected retailers heading into the pivotal shopping season. At the closing bell (4:00 p.m. ET) on Wednesday, November 26, 2025: The small-cap Russell 2000 also climbed, finishing around 2,486.87, up roughly 0.85%, underscoring the breadth of the move.  Yahoo Finance With Wednesday’s gains, the major averages are on pace for their best weekly performance since June, even after a
VIX Index Today (November 26, 2025): Wall Street’s ‘Fear Gauge’ Falls Back Toward 17 as Stocks Rally

VIX Index Today (November 26, 2025): Wall Street’s ‘Fear Gauge’ Falls Back Toward 17 as Stocks Rally

Published: November 26, 2025 The Cboe Volatility Index (VIX) — Wall Street’s best‑known “fear gauge” — slid sharply on Wednesday, signaling a fresh bout of calm as U.S. stocks extended their late‑November rebound and traders doubled down on expectations of a Federal Reserve rate cut in December. According to Cboe’s own trade data, the VIX spot price finished November 26 around 17.0, down just over 8% from Tuesday’s close of 18.56. The index traded in a 16.93–18.70 range during the session, well below last week’s spike into the high‑20s. Cboe Global Markets+2Investing.com+2 That move caps a dramatic four‑session slide: from last Thursday’s close above 26 to roughly 17 today, the VIX
Mortgage Rates Today, November 26, 2025: 30‑Year Fixed Near 6% as Fed Cut Bets Grow

Mortgage Rates Today, November 26, 2025: 30‑Year Fixed Near 6% as Fed Cut Bets Grow

Mortgage rates are edging closer to a psychological milestone this week, with most national surveys showing 30‑year fixed mortgage rates hovering just above 6% on Wednesday, November 26, 2025. That’s a meaningful improvement from the 7%+ levels seen earlier this year, and it’s beginning to show up in stronger housing activity. At the same time, markets are increasingly betting on another Federal Reserve rate cut in December, even as officials send mixed signals. That combination—cooling inflation, softer economic data and lower bond yields—is helping to nudge mortgage rates lower heading into the holiday season.  Barron’s Below is a detailed look at where
UK Stock Market Today, 26 November 2025: FTSE 100 and FTSE 250 Rally as Reeves’ Budget Lifts Banks and Miners

UK Stock Market Today, 26 November 2025: FTSE 100 and FTSE 250 Rally as Reeves’ Budget Lifts Banks and Miners

London’s stock market ended firmly higher on Wednesday as Chancellor Rachel Reeves delivered her Autumn Budget, a tax‑raising package that still reassured investors and sparked a broad-based relief rally in equities, gilts and sterling. The FTSE 100 closed up about 0.9% at 9,691.58, while the more domestically focused FTSE 250 climbed 1.2%, its best session in more than a month.  London South East Market moves came against a backdrop of pro‑equity measures aimed at reviving the London Stock Exchange – including a temporary stamp duty holiday for new listings and a cut to the tax‑free cash ISA allowance – alongside
US Stock Market Today: Wall Street Extends Rally as Fed Rate‑Cut Bets Surge (Nov. 26, 2025)

US Stock Market Today: Wall Street Extends Rally as Fed Rate‑Cut Bets Surge (Nov. 26, 2025)

U.S. stocks climbed again on Wednesday, November 26, 2025, with all three major indexes logging a fourth straight day of gains as investors doubled down on expectations of a Federal Reserve rate cut in December ahead of the Thanksgiving market break.Reuters+1 Key takeaways for November 26, 2025 Indexes log a fourth straight gain ahead of Thanksgiving Wednesday’s session extended the rebound that began earlier in the week, helping Wall Street recover from last week’s tech‑led wobble over frothy AI valuations. Breadth was notably strong. On the New York Stock Exchange, winners outpaced losers by more than 3–4 to 1, and the S&P 500 recorded dozens of
Is the US Stock Market Open on Thanksgiving 2025? Holiday Hours for November 27–28 and Today’s Trading Outlook

Is the US Stock Market Open on Thanksgiving 2025? Holiday Hours for November 27–28 and Today’s Trading Outlook

Published: November 26, 2025 As Americans get ready for Thanksgiving, a lot of investors are typing the same thing into Google: “Is the US stock market open tomorrow?” If you’re planning trades around the holiday, the answer for Thursday, November 27, 2025 (Thanksgiving Day) and Friday, November 28, 2025 (Black Friday) is crucial. Here’s the short version: Below is a detailed breakdown of the Thanksgiving 2025 trading schedule, plus a snapshot of what markets are doing today, November 26, 2025, so you can plan your trades and portfolio moves with confidence. Quick Answer: US Stock Market Hours for Thanksgiving 2025 For NYSE and Nasdaq-listed stocks and ETFs: US
26 November 2025
US Stock Market Today: Dow, S&P 500, Nasdaq Extend Rally on Fed Rate‑Cut Bets Ahead of Thanksgiving

US Stock Market Today: Dow, S&P 500, Nasdaq Extend Rally on Fed Rate‑Cut Bets Ahead of Thanksgiving

New York – Wednesday, November 26, 2025 (around one hour after the open) U.S. stocks opened higher on Wednesday and extended gains in the first hour of trading, as Wall Street rides a three‑day rally powered by growing expectations that the Federal Reserve will cut interest rates in December. A fresh batch of economic data, a cluster of high‑profile earnings, and a holiday‑thinned trading week are shaping the action in the US stock market today. Markets at a Glance: Early Trade on November 26, 2025 Shortly after the opening bell, all three major U.S. stock indexes moved higher. That builds
Canada Stock Market Today (Nov. 26, 2025): TSX Pushes Past 31,000 as Gold Miners and Fed Rate‑Cut Hopes Power Early Trade

Canada Stock Market Today (Nov. 26, 2025): TSX Pushes Past 31,000 as Gold Miners and Fed Rate‑Cut Hopes Power Early Trade

In the first minutes after Wednesday’s opening bell, Canada’s stock market picked up exactly where it left off. The S&P/TSX Composite Index opened higher and quickly traded above the 31,000 level for the first time ever, extending a three‑day, near‑1,000‑point surge as investors bet on interest‑rate cuts and crowd back into commodities and financials. Reuters+2MarketScreener+2 TSX Today: Fresh Records and a Break Above 31,000 Canada’s benchmark S&P/TSX Composite Index (^GSPTSE) started Wednesday’s session modestly higher, up about 0.2% at the official open, around 30,958, according to a brief from Reuters. TradingView By 9:31 a.m. ET, the early momentum had built: the index
26 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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