Today: 29 April 2026

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.

Nebius (NBIS) Stock Rockets 350% on AI Boom – Bubble or Breakout? Experts Weigh In

NBIS (Nebius) Stock Today — 12 November 2025: Shares Fall as Nebius Files 25M-Share ATM After $3B Meta Deal

Nebius Group shares fell about 8% to $94.13 after the company filed to sell up to 25 million Class A shares in an at-the-market equity program. The move follows Nebius’s $3 billion, five-year AI infrastructure deal with Meta and Q3 results showing revenue up 355% but continued losses. Trading volume was heavy, with shares opening at $104.35 and ranging from $91.89 to $105.53.
12 November 2025
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Japan’s ‘Bold’ Stimulus Draft Moves Forward: Bigger Spending, AI/Chips/Shipbuilding Push as Panel Urges an Even Larger Package (Nov 12, 2025)

Japan’s ‘Bold’ Stimulus Draft Moves Forward: Bigger Spending, AI/Chips/Shipbuilding Push as Panel Urges an Even Larger Package (Nov 12, 2025)

Japan’s government unveiled a draft stimulus package pledging aggressive spending on AI, semiconductors, shipbuilding, and household energy subsidies, with extra defense outlays likely. Daiwa Securities estimates the package could reach ¥20 trillion ($133 billion). New economic council members pushed for a larger package than last year’s ¥13.9 trillion, citing recession risks. The cabinet plans to finalize details later this month.
12 November 2025
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Stripe’s $350B Fintech Fortune: JPMorgan’s Bold AI-Crypto Prediction

JPMorgan Launches JPM Coin Deposit Token on Coinbase’s Base as DBS Tie-Up Targets 24/7 Cross‑Bank On‑Chain Payments

JPMorgan Chase has launched JPM Coin, a deposit token for institutional clients, on Base, Coinbase’s Ethereum layer-2 network. The token enables near-instant, 24/7 settlement of corporate payments backed 1:1 by bank deposits. DBS and JPMorgan’s Kinexys also announced work on cross-bank tokenized deposit transfers across public and permissioned blockchains. JPMorgan plans to expand JPM Coin to more blockchains and currencies, pending regulatory approval.
12 November 2025
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Marriott–Sonder Meltdown: Guests Evicted Mid‑Stay as Sonder Winds Down; Marriott Now Directs Refunds to Credit Cards (Nov. 12, 2025)

Marriott–Sonder Meltdown: Guests Evicted Mid‑Stay as Sonder Winds Down; Marriott Now Directs Refunds to Credit Cards (Nov. 12, 2025)

Marriott on Wednesday told customers with pre-paid Sonder reservations to seek refunds through their credit card issuers, after previously suggesting Marriott would handle refunds directly. The move follows Sonder’s abrupt shutdown and planned liquidation, which left guests in dozens of cities without lodging and prompted Marriott to lower its 2025 net rooms growth outlook.
12 November 2025
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CoreWeave (CRWV) Q3 Earnings Today: 5 Things to Watch as AI Trade Wobbles — Revenue, RPO, Power Capacity, and Big‑Tech Deals

CoreWeave Stock Today (Nov 12, 2025): CRWV Slides After Guidance Cut; Data‑Center Delay and $55.6B Backlog Take Center Stage

CoreWeave shares fell 16% to $88 after the company cut its 2025 revenue outlook to $5.05–$5.15 billion, citing delays at a third-party data-center partner. Q3 revenue surged 134% to $1.36 billion, but margins narrowed and several analysts lowered price targets. Management said the affected customer extended its contract, keeping total deal value intact. Backlog rose to $55.6 billion on multi-year AI deals with Meta and OpenAI.
12 November 2025
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Social Security Surprise: No SSI Check on Nov. 1 – See Why Your Payment Arrives Early

No, the IRS Isn’t Sending New “Stimulus” Checks in November 2025 — What the $2,000 Tariff Dividend Proposal Really Means

The IRS has not announced any new federal stimulus checks for November 2025, despite rumors circulating online. President Trump’s proposed $2,000 “tariff dividend” is not law and would require congressional approval. Some viral posts are misreporting state programs, such as Alaska’s dividend, as federal payments. The IRS warns against scams and confirms all pandemic-era payments have ended.
12 November 2025
ONON Stock Today (Nov 12, 2025): On Holding Hikes 2025 Outlook After Record Q3; Shares Pop Pre‑Market

ONON Stock Today (Nov 12, 2025): On Holding Hikes 2025 Outlook After Record Q3; Shares Pop Pre‑Market

On Holding AG reported Q3 net sales up 24.9% to CHF 794.4 million and raised its full-year outlook, sending shares up about 8% pre-market to $38. Gross margin hit a record 65.7%, with adjusted EBITDA margin at 22.6%. Asia-Pacific sales surged 94% year over year. Management now targets 2025 net sales of CHF 2.98 billion and a gross margin of 62.5%.
12 November 2025
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Inside China’s Hidden Cyber Machine: How the MSS and ‘Salt Typhoon’ Put Spies in Your Phone Network — and What Comes Next

China Says U.S. Orchestrated $13B Bitcoin Heist Tied to 2020 LuBian Hack — U.S. Points to Record DOJ Seizure (12.11.2025)

China’s cybersecurity agency accused the U.S. of stealing about 127,272 bitcoin from the LuBian mining pool in December 2020, calling it a state-backed hack. The U.S. Justice Department says it seized roughly the same amount as criminal proceeds tied to Cambodian businessman Chen Zhi, but has not detailed how it gained control. Blockchain analysts report the coins moved to U.S.-linked wallets in 2024.
12 November 2025
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Circle (CRCL) Stock’s Wild Ride: Stablecoin Boom, Volatile Swings & 2025 Outlook

CRCL Stock Today (Nov 12, 2025): Circle Lifts 2025 Guidance After Q3 Beat as USDC Circulation Jumps 108%

Circle Internet Group reported Q3 net income of $214 million, up 202% year over year, and raised its 2025 revenue outlook. USDC in circulation reached $73.7 billion, more than doubling from a year ago. Shares traded near $98.30 by midday as investors weighed rapid USDC growth against increased operating expenses. Management now expects 2025 adjusted operating costs of $495–510 million.
12 November 2025
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Nebius (NBIS) Stock Rockets on $17B Microsoft AI Deal – Explosive Growth & Outlook Revealed

Nebius (NBIS) Stock Today — November 12, 2025: Q3 Earnings, $3B Meta Deal, and a New ATM Program

Nebius Group shares traded lower after Q3 revenue jumped 355% to $146.1 million, missing estimates, while GAAP net loss widened to $119.6 million. The company announced a five-year, $3 billion AI infrastructure deal with Meta and plans to sell up to 25 million shares through an at-the-market program. Market cap stood at $25.7 billion as of the last close.
12 November 2025
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Anthropic’s Private Shares Soar to $185 Amid AI Frenzy – $183B Valuation, Major Deals & $1.5B Lawsuit

Anthropic Poised to Beat OpenAI to Profitability as It Diversifies Beyond Nvidia — What’s New Today (Nov. 12, 2025)

Anthropic projects break-even by 2028, while OpenAI forecasts profitability in 2030, according to internal investor materials. OpenAI is committing about $1.4 trillion over eight years for data centers and chips, targeting $20 billion in 2025 revenue. Anthropic is expanding its hardware partnerships to cut costs and boost supply resilience. Foxconn reported strong AI server demand through 2026 and teased an OpenAI announcement next week.
12 November 2025
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NVIDIA (NVDA) News Today: Stock Edges Higher as Santa Clara Data Centers Await Power; New ‘Dynamo’ AI Inference Integrations — Nov. 10, 2025

Nvidia (NVDA) Stock Today — Nov. 12, 2025: Premarket Rebound on Foxconn AI-Server Boom as SoftBank Exit Lingers; Earnings Set for Nov. 19

Nvidia shares rose about 1.5% in premarket trading Wednesday after supplier Foxconn reported strong AI server demand and forecast further growth. The move follows a dip Tuesday after SoftBank disclosed it sold its entire Nvidia stake. Foxconn’s cloud and networking revenue surpassed consumer electronics, signaling sustained AI infrastructure demand. Nvidia reports earnings next week.
12 November 2025
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Solana (SOL) Price Rollercoaster: From $250 Uptober High to $185 – Will It Rebound to $300?

Solana (SOL) Price Today, Nov. 12, 2025: SOL Holds Near $160 as U.S. Solana ETFs Extend Inflow Streak and Staking Rules Clear a Path for Yield

Solana traded around $160.55 on Wednesday, down 1.9% for the day, with a market cap near $88.6 billion. U.S. spot Solana ETFs posted 10–11 consecutive days of net inflows through Nov. 11, led by Bitwise’s BSOL. The IRS this week cleared a tax path for crypto ETPs to participate in staking. No incidents reported on Solana’s mainnet.
12 November 2025
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Bayer Q3 2025: Adjusted Profit Jumps as Company Books €934m in Litigation Charges—Guidance Intact, Shares Rise

Bayer Q3 2025: Adjusted Profit Jumps as Company Books €934m in Litigation Charges—Guidance Intact, Shares Rise

Bayer reported a 20.8% rise in adjusted third-quarter EBITDA to €1.51 billion, beating analyst forecasts, as revenue reached €9.66 billion. The company booked €934 million in special charges, mostly for U.S. litigation, and raised its full-year special items estimate to up to €4 billion. Bayer kept its profit outlook unchanged. Shares rose as much as 5% intraday.
12 November 2025
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Sky‑Spectacle Alert: Rare Northern Lights Could Paint U.S. Skies Tonight—Here’s the Science, the Map and the Expert Warnings You Need

Night Sky Tonight, November 12, 2025: Severe Auroras Possible, Taurid ‘Fireballs,’ and a Close Mercury–Mars Pairing

NOAA confirmed G4 (Severe) geomagnetic storm levels early Wednesday, raising chances for auroras visible at mid-latitudes tonight if activity continues. The Northern Taurids meteor shower peaks Nov. 11–12, with best viewing before midnight due to a late-rising Last Quarter Moon. Mercury and Mars appear low in the southwest after sunset. Saturn and Jupiter remain prominent in the evening and late-night skies.
12 November 2025
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XRP Pops as DTCC Lists Five Spot ETFs—But Bearish Signals Linger: Whales Return, Volatility Rises (Nov. 10, 2025)

XRP Price Today (Nov 12, 2025): $2.43 as Spot ETF Hype Builds; Key Support at $2.39–$2.41

XRP traded at $2.43, down 1.2% on the day, with a range of $2.37 to $2.47 as traders awaited possible U.S. approval of the first spot XRP ETF. Canary Funds’ XRP Trust could open for trading Thursday if Nasdaq certifies the listing, with final approval expected late Wednesday. Broader crypto markets slipped amid concerns over Federal Reserve policy and shifting flows to equities.
12 November 2025
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Science Breakthroughs That Rocked July 21–22, 2025. News Roundup.

Science Today — Nov. 12, 2025: Severe Auroras Sweep the Globe, Blue Origin Targets New Glenn Launch, Webb Spots Organic “Life Seeds” Beyond the Milky Way, Three Earth‑Size Worlds Found in a Two‑Sun System, Enceladus’ Ocean Looks Long‑Lived, and Earth’s Hidden Geology Fuels Ocean Volcanoes

NOAA confirmed a rare G4 geomagnetic storm early Nov. 12, with auroras seen unusually far south and more possible tonight. Blue Origin is set to launch NASA’s ESCAPADE Mars probes on its New Glenn rocket during a window starting 2:50 p.m. ET. JWST detected complex organic molecules in ice beyond the Milky Way. Astronomers found three Earth-size planets orbiting two suns in system TOI-2267.
12 November 2025
Infineon Lifts 2026 AI Power Revenue Target to €1.5bn as FY 2025 Lands in Line—Stock Jumps on DAX (12 November 2025)

Infineon Lifts 2026 AI Power Revenue Target to €1.5bn as FY 2025 Lands in Line—Stock Jumps on DAX (12 November 2025)

Infineon sharply raised its 2026 sales target for AI data center power solutions to €1.5 billion after nearly tripling related revenue to over €700 million in fiscal 2025. Shares jumped about 8% in Frankfurt. Full-year revenue fell 2% to €14.66 billion, with automotive demand flagged as a risk due to low inventories at carmakers.
12 November 2025
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E.ON and RWE confirm 2025 outlooks as profits hold up — RWE stock pops on AI data‑centre momentum (Nov 12, 2025)

E.ON and RWE confirm 2025 outlooks as profits hold up — RWE stock pops on AI data‑centre momentum (Nov 12, 2025)

E.ON reaffirmed its 2025 outlook and reported a 10% rise in nine-month core profit, driven by increased grid investment. RWE beat profit forecasts after a €225 million gain from selling a UK data-centre project and said it is assessing more such projects in Europe. RWE shares hit a 52-week high, rising over 3% in early trading. Both utilities maintained their full-year 2025 guidance.
12 November 2025
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Stock Market Today

  • Sugar Prices Rise Sharply Amid Gasoline Surge and Ethanol Demand
    April 29, 2026, 5:48 PM EDT. Sugar prices surged on Wednesday, with New York sugar hitting a three-week high and London sugar a four-week high. The rally comes as gasoline prices climbed to a 3.75-year peak, boosting ethanol prices and encouraging Brazil's sugar mills to divert cane crushing towards ethanol rather than sugar, tightening sugar supplies. Brazil's 2026/27 sugar output is forecasted to decline slightly, while ethanol production is set to increase by 7.2%, according to Conab. The USDA projects a 3% drop in Brazil's sugar output for 2026/27, reinforcing price support. Analysts, including Covrig Analytics and Czarnikow, have cut global sugar surplus estimates sharply for 2025/26 and 2026/27, signaling a reduced global sugar glut. These developments reversed recent price pressure caused by ample supplies and weak demand.

Latest article

Meta Stock Slides as $145 Billion AI Spending Plan Overshadows Blowout Earnings

Meta Stock Slides as $145 Billion AI Spending Plan Overshadows Blowout Earnings

29 April 2026
MENLO PARK, California, April 29, 2026, 14:01 PDT Meta Platforms shares fell in extended trading on Wednesday after the Facebook owner raised its 2026 capital spending forecast, a sign investors are still testing how far they will let Big Tech go in the AI buildout before demanding clearer returns. The company now expects capital expenditures of $125 billion to $145 billion, up from $115 billion to $135 billion, and its shares were down around 5% after hours. (Reuters) The move mattered more than the earnings beat. Meta is telling Wall Street that artificial intelligence will keep requiring vast sums for
Chipotle Stock Jumps After Chicken Bet Breaks Its Sales Slump

Chipotle Stock Jumps After Chicken Bet Breaks Its Sales Slump

29 April 2026
Chipotle Mexican Grill reported a 0.5% rise in first-quarter comparable sales, reversing recent declines and beating analyst expectations. Total revenue rose 7.4% to $3.09 billion, while shares jumped 7% in after-hours trading. Operating margin narrowed to 12.9% from 16.7% a year earlier. Menu items like Chicken al Pastor and Honey Chicken drove increased restaurant visits.
AI Stocks Today: Big Tech Earnings Just Put the Market’s Hottest Trade on Notice

AI Stocks Today: Big Tech Earnings Just Put the Market’s Hottest Trade on Notice

29 April 2026
Alphabet shares jumped over 3% in after-hours trading Wednesday as Google Cloud revenue surged 63% to $20 billion. Meta, Amazon, and Microsoft fell, with Meta dropping more than 6% after raising its 2026 capital spending forecast for AI infrastructure. Amazon’s AWS revenue beat estimates but shares slipped. The four companies are expected to spend over $600 billion on AI infrastructure this year.
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