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.

SpaceX: Comprehensive Overview of History, Technologies, Missions, and Future Plans

SpaceX’s Surprise Doubleheader: 29 New Starlinks Tonight — and a Blistering Launch Cadence That’s Reshaping Satellite Internet (and Rival Stocks)

The in‑depth picture What’s flying tonight—and why it matters SpaceX’s Starlink 6‑81 adds 29 “V2 Mini” satellites to the world’s largest active constellation. The flight is set for 6:48 p.m. EST out of SLC‑40 at Cape Canaveral, with the 45th Weather Squadron calling the odds over 95% favorable. As Spaceflight Now summarized ahead of liftoff, SpaceX has “at least eight [Starlink] missions planned [in November] before the Thanksgiving Day holiday.” Spaceflight Now B1094—the booster assigned tonight—has an unusually mixed résumé for a Falcon 9 first stage: it’s flown a NASA crew rotation (Crew‑11), a private astronaut mission (Ax‑4), a cargo/Northrop
5 November 2025
June 2025 Crypto Market & Blockchain Industry Report: Mid-Year Trends and Outlook

Hong Kong’s Big Crypto Reset: HashKey’s IPO Rumors, “CaaS” Launch & SFC’s New Rules Could Redraw the Map (Nov 5, 2025)

Key facts (as of Nov 5, 2025) The in‑depth report 1) What just happened (Nov 3–5): rules, rails and real‑world pilots At Hong Kong FinTech Week, the SFC said licensed virtual‑asset trading platforms (VATPs) can tap global liquidity by sharing order books with overseas affiliates (subject to approval). It also relaxed the one‑year track‑record requirement for distributing certain tokens and HK‑regulated stablecoins to professional investors—measures aimed at deepening liquidity and broadening institutional access. Reuters+1 The HKMA simultaneously rolled out elements of “Fintech 2030”—including Ensemble upgrades to incubate real‑value tokenisation pilots, starting with tokenised money‑market funds. HKMA chief Eddie Yue put
5 November 2025
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Tech Stocks Storm the Market: QQQ Rockets on Trade Truce while TQQQ Investors Cash In (Oct 14, 2025)

QQQ’s Next 30% Boom—or Dot‑Com Déjà Vu? What Today’s Tech Rout Means for the Nasdaq‑100 and Your Portfolio

Key facts (updated Nov 5, 2025) The in‑depth report What QQQ actually holds—and why that matters right now Invesco QQQ tracks the Nasdaq‑100, a market‑cap‑weighted index of the largest non‑financial companies listed on Nasdaq—meaning the fund is inherently tilted toward megacap tech and communication‑services platforms. That tilt has been a tailwind during AI‑led surges, but it also concentrates risk when investors question valuations. Invesco Fresh holdings data show just how top‑heavy QQQ is today: Information Technology (54.5%) dominates sector exposure, followed by Communication Services (15.3%) and Consumer Discretionary (11.6%). The top 10 positions—led by Nvidia (~10.3%), Apple (~8.4%), and Microsoft
5 November 2025
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Nvidia’s Meteoric October: $4 Trillion Milestone, Mega AI Deals, and Unstoppable Momentum

Germany’s €1B ‘AI Factory’ Revealed: Nvidia & Deutsche Telekom Just Redrew Europe’s Tech Map — Here’s What Changes Now

Key facts (updated November 5, 2025) The announcement in detail Deutsche Telekom and Nvidia say the Industrial AI Cloud is designed as a “sovereign AI” platform—compute, networking and software kept in Germany, with industry‑grade security and compliance. Nvidia’s blog frames it as the “world’s first AI factory for industry,” blending Nvidia AI Enterprise, Omniverse and DGX‑class systems with Telekom’s cloud and network operations. NVIDIA Blog Hardware & capacity. Deutsche Telekom’s Munich data center is being fully renovated to host >1,000 DGX B200 systems and RTX PRO Servers, aggregating up to 10,000 Blackwell GPUs. Deutsche Telekom lists ~0.5 EFLOPS of compute,
5 November 2025
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Xiaomi’s Wild Week: State‑Gift Phones, 40k+ EV Deliveries Again, Double‑11 Billions—and a Stock Dip on Nov 5

Xiaomi’s Wild Week: State‑Gift Phones, 40k+ EV Deliveries Again, Double‑11 Billions—and a Stock Dip on Nov 5

Key facts (Nov 5, 2025 + last few days) What happened today (Wed, Nov 5, 2025) and in the last few days Markets & the stock Xiaomi closed at HK$42.96, down 1.1% day‑over‑day and 3.9% below Monday’s close (Nov 3), with intraday prints near HK$43.32 as Hong Kong tech names softened alongside global risk‑off sentiment tied to AI‑stock volatility. The 52‑week range (HK$26.60–61.45) underlines how far the name has run (and pulled back) through the EV ramp. amp.scmp.com “A 10 to 15 per cent correction wouldn’t just be tolerable, it might even be healthy,” notes Stephen Innes, SPI Asset Management, on
5 November 2025
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‘Yeast Survives Mars’ & ESA’s ‘Protein Out of Thin Air’: How Biology Is Rewriting the Mars Menu — and What It Means for Investors

‘Yeast Survives Mars’ & ESA’s ‘Protein Out of Thin Air’: How Biology Is Rewriting the Mars Menu — and What It Means for Investors

Key facts (updated Nov 5, 2025): The story: Biology is moving from thought experiment to flight plan Europe’s HOBI‑WAN pilot (Hydrogen‑Oxidizing Bacteria in Weightlessness As a source of Nutrition) is ESA’s clearest sign yet that microbial food production will be part of living off‑Earth. The agency says the demonstrator feeds a bacterial culture with stored gases (H₂, O₂, CO₂) to produce Solein, a protein‑rich powder that needs “neither farmland nor sunlight.” The ISS testbed will ride in a standard locker and includes safety‑critical gas‑injection cartridges because hydrogen/oxygen handling in microgravity must be fail‑safe. The first eight months build and validate
5 November 2025
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IMF WARNING: Europe’s ‘Explosive’ Debt Could Blow by 2040—Calls Grow for New Social Contract and EU‑Wide Borrowing

IMF WARNING: Europe’s ‘Explosive’ Debt Could Blow by 2040—Calls Grow for New Social Contract and EU‑Wide Borrowing

The story Europe’s debt burden is re‑entering the danger zone—and the IMF says the continent needs to rewrite the policy playbook to avoid a crunch in the 2030s. In a speech at the ECB’s House of the Euro on November 4, 2025, IMF European Department director Alfred Kammer warned that, absent faster growth and fiscal effort, the average public‑debt ratio in Europe would lurch toward ~130% of GDP by 2040—an “explosive” trajectory that would put elements of the European social model at risk. “Doing nothing is not an option,” he said. IMF+1 The Fund’s latest Regional Economic Outlook for Europe
5 November 2025
Bitcoin Rebound, CBDC Ban, NFT Revival – Inside Crypto’s 48-Hour Whirlwind (Sept 23–24, 2025)

Hong Kong Just Opened the Liquidity Floodgates: HashKey’s CaaS launch, Kraken tie‑up and a $500M IPO plan supercharge the city’s crypto reboot

The in‑depth story A policy pivot to unlock liquidity Hong Kong’s Securities and Futures Commission (SFC) has taken its most market‑opening step since launching a full licensing regime for virtual‑asset trading platforms (VATPs): allowing licensed exchanges to link local order books to their overseas affiliates. SFC chief executive Julia Leung framed it as part of a “multi‑pronged” plan to integrate with global liquidity while preserving safeguards—delivery‑versus‑payment, prefunding at overseas VATPs, a Hong Kong reserve fund for compensation, and joint surveillance. sfc.hk Leung said the circular issued during FinTech Week would “enable licensed VATPs to share a global order book with
5 November 2025
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Cryptocurrency Market Update: October 2025 Rally Ends with Tariff-Driven Selloff

‘I Don’t Know Who He Is’: Trump’s Binance Pardon Explodes Into Washington Firestorm — What It Means for Crypto, COIN, and BNB Prices

Key facts (updated Nov. 5, 2025) What happened — and what the president said On Oct. 23, the White House announced a pardon for Binance founder Changpeng “CZ” Zhao, who pleaded guilty in 2023 to failing to maintain an effective anti‑money‑laundering program and served four months in prison. Press Secretary Karoline Leavitt called it part of ending the prior administration’s “war on cryptocurrency.” Zhao, for his part, said he was “deeply grateful” and pledged to help make the U.S. the “Capital of Crypto.” Reuters Two weeks later, in a Nov. 3 interview with CBS News, Trump downplayed any personal connection
5 November 2025
NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

Nvidia Just Hit $5 Trillion—But Can AMD or Intel Finally Crack Its AI Chip Moat?

The state of play: Nvidia’s grip on AI compute Nvidia’s AI accelerators built on Hopper (H100/H200) and now Blackwell (GB200/B200) remain the default choice for training and serving the largest AI models because they pair raw throughput with a full‑stack advantage—CUDA software, NVLink/NVSwitch interconnects, and networking that plugs into hyperscale data centers. Bloomberg’s explainer today makes the point starkly: investors pushed Nvidia past $5 trillion in late October, and the company is “on course to report more net income this year than its two main rivals will chalk up in sales, combined.” Bloomberg That valuation surge has a geopolitical shadow.
5 November 2025
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Elon Musk Smashes Records by Hitting $500 Billion Net Worth—How He Got There and What It Means

Elon Musk’s $1 Trillion Tesla Payday on the Line: Norway’s $2T Wealth Fund Says ‘No’ as Shareholders Vote — What It Means for TSLA

The vote that could reshape Tesla — and Musk’s control Tesla’s annual meeting on Thursday, Nov. 6 will decide whether to award Elon Musk a new, decade‑long performance plan that Tesla calls the largest incentive package in corporate history. The company will stream the meeting and says seating is limited at its Austin headquarters. Tesla At the center is the 2025 CEO Performance Award: 423.7 million shares divided among 12 tranches that vest only if Tesla clears towering production, profitability, AI/robotics, and market‑cap hurdles. Tesla’s proxy materials state Musk must “create nearly $7.5 trillion in value for shareholders” to receive
5 November 2025
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Space Junk Scare: China Delays Shenzhou‑20 Return After Suspected Debris Strike — What It Means for Astronaut Safety, Markets and the Space Race

Space Junk Scare: China Delays Shenzhou‑20 Return After Suspected Debris Strike — What It Means for Astronaut Safety, Markets and the Space Race

Key facts (updated Nov. 5, 2025): What happened and what we know China’s Manned Space Agency (CMSA) said Shenzhou‑20’s return, originally scheduled for Wednesday, Nov. 5, is postponed after the spacecraft was “possibly hit by tiny bits of space debris.” An impact analysis and risk assessment are in progress; no revised landing time has been announced. Reuters The outgoing Shenzhou‑20 crew has already completed a handover with the newly arrived Shenzhou‑21 team aboard the Tiangong space station. The in‑orbit changeover took place earlier this week, and both ships remain docked as engineers evaluate Shenzhou‑20’s condition. Spacepolicyonline Why this is significant
5 November 2025
Next-Gen GPU Showdown: Nvidia RTX 50-Series vs AMD RX 9070 XT vs Intel Arc B580

China Slams the Door on Foreign AI Chips — and Dangles ‘Half‑Price’ Power for Homegrown Silicon: What It Means for Nvidia, AMD, Alibaba and the AI Arms Race

Key facts (Nov 5, 2025 and the last few days) What happened — and why it matters Beijing’s new line in the sand. China has issued guidance requiring any AI data center that receives state funding to deploy only domestic AI chips. Officials have told data centers that are less than 30% complete to rip out foreign accelerators or cancel pending procurements. Projects further along will be reviewed case‑by‑case. The directive, described by sources to Reuters, is among China’s most assertive steps to localize critical compute amid on‑off trade tensions and export controls with Washington. Reuters Who’s covered. The order
5 November 2025
Dow Dips as Fed Fears Slam Tech Stocks – Hot Economic Data Rattles Wall Street (Sept 25, 2025)

Regional Banks Roar Back? Q3 Surprises, Mega‑Mergers—and the One Risk Still Haunting 2025

Key facts (updated Nov. 5, 2025): Q3 in one chartless glance: earnings stabilized, but credit is still a coin flip After two straight Fed cuts took the policy range down again in late October, the October Senior Loan Officer Opinion Survey painted a nuanced picture: tighter C&I standards on balance, but basically unchanged CRE standards and stronger demand for mortgages and HELOCs. In other words, lending isn’t shutting down, but banks are still protective—especially on business credit. Federal Reserve On the scoreboard, a sweeping Yahoo Finance/StockStory Q3 roll‑up of 94 regional lenders found revenues missed by ~1.2% versus consensus—yet the
5 November 2025
Nebius (NBIS) Stock Rockets 350% on AI Boom – Bubble or Breakout? Experts Weigh In

‘Vineland ramp’ or bust? Nebius’ Q3 countdown, Microsoft mega‑deal and stock‑split buzz — what investors need to know now

The big picture Nebius — the Amsterdam‑based AI‑infrastructure company created from Yandex’s non‑Russian assets — has become one of 2025’s most closely watched “neocloud” names. Its Nov. 11 Q3 print arrives amid a volatile week for the stock, but also against a backdrop of blockbuster contracts, aggressive capacity additions, and rising questions about how the AI data‑center boom is being financed across the industry. nebius.com+2Reuters+2 Why Nov. 11 matters Two catalysts frame Tuesday’s report: Nebius itself set expectations in its calendar update: Q3 results before the bell on Tuesday, Nov. 11, followed by the usual call. nebius.com Today’s market check
5 November 2025
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Carl’s Jr. Drops $1 Meals Across SoCal as Shutdown Breaks Record—Who Qualifies, Where to Go, and What It Means for Fast‑Food Stocks

Carl’s Jr. Drops $1 Meals Across SoCal as Shutdown Breaks Record—Who Qualifies, Where to Go, and What It Means for Fast‑Food Stocks

Key facts (updated Nov. 5, 2025): What’s happening With Washington’s budget impasse stretching to Day 36, the federal shutdown has officially broken the U.S. record. Negotiations sputtered again overnight, as senators floated outlines of a deal but failed to advance a measure to reopen the government. CBS News+1 Against that backdrop, Carl’s Jr. franchisee Akash Management LLC launched a $1 kids meal at select Southern California locations “to help individuals and families affected by the ongoing federal government shutdown.” The meal includes a kids hamburger, small fry and kids drink. Eligibility requires a federal employee ID, military ID or a
5 November 2025
Shell’s $2 Billion Nigeria Gas Gamble Ignites LNG Boom Amid $8 B Investment Surge

Shell’s Surprise Hedge Deal Turbocharges Bulgaria’s Battery Boom — Sunotec Locks 5‑Year Price Shield on 600+ MWh; Sungrow Secures 2.4 GWh Supply

Key facts (Nov 5, 2025): What happened — and why now On Nov. 4, Sunotec announced a cross‑border spread hedge with Shell Energy Europe for its Bulgarian 600+ MWh BESS. The arrangement, facilitated by Enery Portfolio Optimisation, gives the project long‑term price certainty by locking in revenues against market spreads between bidding zones. Sunotec says the facility is already under development and aims to reach COD in Q2 2026. Renewables Now A spread hedge manages the difference between prices in two connected wholesale electricity markets (or zones). In Europe’s coupled power system, such hedges are a recognized way to tame
5 November 2025
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AI Chip Boom, Google’s New Tricks, and Hollywood’s Robot Wars – Today’s AI News Roundup

$500 Billion Vanishes From Chip Stocks: Is the AI Boom Finally Hitting a Wall?

Key facts (as of Nov 5, 2025, UTC) What just happened—and why it matters Global markets were jolted on Wednesday, Nov 5, as an AI‑led selloff in U.S. megacaps rolled through Asia and then Europe. The immediate trigger: rising skepticism that AI‑exposed winners can sustain nosebleed valuations, compounded by fresh policy headlines out of China and high‑profile warnings from Wall Street heavyweights. Reuters+1 Asia’s hit list. Korea’s memory giants Samsung and SK Hynix led the initial downdraft, dragging the Kospi down as much as 6.2% before some buyers stepped in. In Japan, chip‑equipment and testing names were pummeled, with Advantest
5 November 2025
AI & Quantum Frenzy Propels IBM Stock to New Heights – Will the Rally Last?

IBM’s Shock Q4 Layoffs: Thousands of Jobs Cut as Big Blue Doubles Down on AI and Software—What It Means for You and the Stock

Key facts (Nov. 5, 2025) What happened and why now IBM confirmed it is cutting jobs in the fourth quarter of 2025, affecting “thousands” of employees. The company framed the move as a routine workforce rebalance to align headcount with areas where it sees stronger, more profitable growth—namely software, hybrid cloud (Red Hat), and AI‑driven services. Reuters Bloomberg first reported the reduction and published the company’s statement: “In the fourth quarter we are executing an action that will impact a low single‑digit percentage of our global workforce.” IBM regularly reviews staffing “through this lens and at times rebalance[s] accordingly,” the
5 November 2025
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BREAKING: Apple’s M5 Chip Revolution – New MacBook Pro, iPad Pro & Vision Pro Leaks Explode

Apple’s ‘Chromebook Killer’ Budget Mac Is Coming: Sub-$1,000 Price, iPhone Chip Inside, and a 2026 Launch Window

Apple’s low‑cost Mac: what’s new and why it matters Apple is preparing to enter the budget laptop market for the first time, seeking to lure buyers away from Chromebooks and entry‑level Windows PCs. Bloomberg’s Mark Gurman reports the project is code‑named J700 and aimed squarely at education, casual use, and cost‑conscious businesses. Bloomberg+1 Several details stand out: Bloomberg also notes the device is in active testing at Apple and early production with overseas suppliers, with an H1‑2026 window targeted—timed to coincide with refreshed MacBook Air and Pro models on newer M‑series silicon. Bloomberg+1 Designed for education—and to blunt Chromebook momentum
5 November 2025
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Stock Market Today

HSBC share price bounces back after BoE split vote — what to watch before Feb 25 results

HSBC share price bounces back after BoE split vote — what to watch before Feb 25 results

7 February 2026
London, Feb 7, 2026, 19:55 GMT — Market closed. HSBC (HSBA.L) shares ended Friday up 2.2% at 1,305.8 pence, reversing a 2.3% drop the day before, as investors steadied their views on UK rate cuts going into the new week. (Investing.com) The swing has been about the Bank of England’s split vote and what it implies for the next move. “They have tweaked the cautious easing guidance by scrapping reference to a gradual downward path of the bank rate,” said Elias Haddad, senior markets strategist at Brown Brothers Harriman. Lee Hardman, senior currency analyst at MUFG, said it “certainly looks
Agricultural Bank of China 601288 A-shares slide as tech rout bites; inflation data is the next test

Agricultural Bank of China 601288 A-shares slide as tech rout bites; inflation data is the next test

7 February 2026
Agricultural Bank of China’s A shares closed down 0.45% at 6.67 yuan in Shanghai Friday, with turnover at 2.24 billion yuan. The bank’s A-share capital remained unchanged at 319.24 billion shares as of Jan. 31. Mainland and Hong Kong stocks fell after a global tech selloff and a sharp drop in silver futures. China’s January CPI data is due Feb. 11, with trading expected to thin ahead of the Lunar New Year break.
Palantir stock price rebounds after AI shakeout — what traders watch next week

Palantir stock price rebounds after AI shakeout — what traders watch next week

7 February 2026
Palantir Technologies shares rose 4.5% to $135.90 Friday after reporting a 70% jump in Q4 revenue to $1.407 billion and forecasting 61% revenue growth in 2026. The stock rebounded from a 6.8% drop Thursday, triggered by concerns over Big Tech capital spending and AI’s impact on software demand. A new partnership with Cognizant and U.S. government policy shifts kept Palantir in focus. Director Alexander D. Moore sold 20,000 shares on Feb. 2.
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