CEO of TS2 Space and founder of TS2.tech. Expert in satellites, telecommunications, and emerging technologies, covering trends in space, AI, and connectivity.
Stock Price and Recent Trends Iris Energy’s stock has been on a remarkable run in 2025, reflecting both the crypto market’s revival and the company’s strategic pivot to new business lines. As of November 4, 2025, IREN trades around the high-$60s per share – roughly five times higher than its price at the start of the yearcompaniesmarketcap.com. The rally accelerated in recent weeks: the stock jumped +11.5% on November 3 alone to $67.75iren.com after a major partnership announcement (discussed below). Year-to-date, IREN has soared about +480%, vastly outperforming the broader market. For context, IREN had already climbed ~500% in 2023
Stock Price & Recent Performance Walmart’s stock price has been on a strong upward trajectory in 2025, recently reaching the low $100s per share after a steady climb. On November 3, 2025, WMT closed at $101.59, up about +0.42% for the daymarketbeat.com. This slight gain followed a period of stability in late October – the stock spent the last week of October fluctuating in a tight range around $102, with modest day-to-day moves. For instance, it closed at $102.10 on Oct 31 and $101.54 on Nov 3stockanalysis.com, indicating minor consolidation ahead of anticipated news. Overall, recent performance has been solid.
Lenskart IPO: Red-Hot Subscription Despite Grey Market Dip Lenskart’s IPO, open from Oct 31 to Nov 4, has seen enthusiastic participation from all investor categories. By the end of Day 2, the issue was 2.02× subscribed (with retail investors 3.33× and QIBs 1.64× their respective portions)timesofindia.indiatimes.com. This momentum accelerated on the final day: bids for ~73.8 crore shares were received against 9.97 crore on offer by early afternoon Nov 4 – about 7.4 times oversubscription overallmoney.rediff.com. Notably, high-net-worth/non-institutional investors led the charge at 10.21× subscription, outpacing institutional (QIB) demand at 6.6× and retail at 5.65× by mid-daymoney.rediff.com. Such figures signal
U.S. Futures Slide as Tech Rally Stalls Stock index futures are firmly in the red before the opening bell, indicating Wall Street will give back some of Monday’s gains. S&P 500 futures are down roughly 0.9% and Nasdaq 100 futures off 1.2%, with Dow futures –0.7%seekingalpha.comseekingalpha.com. This comes after the Nasdaq Composite and S&P 500 ticked higher yesterday, buoyed by excitement over a big Amazon–OpenAI AI partnership, even as the Dow slippedeconomictimes.indiatimes.com. That optimism has proved short-lived; by early Tuesday, futures reversed as investors refocus on stretched valuations in the tech sector and worry that the AI boom may have
Current Stock Performance (Early Nov 2025) Iren’s stock is trading near its highs for the year as we enter November. On November 3, 2025, shares closed around €2.54 on the Borsa Italiana, essentially flat on the daystockinvest.us. Midday on Nov. 4, the price hovered about €2.53, keeping the market cap near €3.3 billionreuters.com. This marks a dramatic climb of over 30% year-to-datefinanza.repubblica.it – a sizable outperformance versus the broader Italian market. For context, Iren’s stock began the year around the mid-€1.90s and has rallied amid strengthening financial results and a rebound in utility sector sentiment. Even after a recent dip, the
The Bombay Stock Exchange (BSE) building in Mumbai is depicted with a downward red arrow as Indian markets tumbled on November 4, 2025, erasing weeks of gains.livemint.comlivemint.com Weak Global Cues Shake Dalal Street Global market turmoil was a major driver of today’s selloff in India. Stock exchanges across Asia and Europe saw deep cuts, setting a grim backdrop for Dalal Street. Profit-booking hit markets worldwide amid growing concern that U.S. stocks – especially the high-flying AI and big tech shares on Wall Street – have become overvalued and vulnerable to a sharp correctionlivemint.com. This fear of a potential U.S. market
Mortgage Rates at 14-Month Lows After Weeks of Decline After climbing to painful highs earlier in 2025, mortgage rates have finally pulled back in recent weeks – offering a dose of relief to homebuyers and refinancers. The average 30-year fixed-rate mortgage now hovers around 6.2% (APR) as of November 4nerdwallet.com. That’s down from the ~7%+ range seen at the start of the year and marks the lowest level for rates in about 14 monthsthemortgagereports.com. Freddie Mac’s weekly survey showed the 30-year average easing to 6.17% at the end of October, the fourth consecutive weekly drop and the lowest since late
Latest News: Record Quarter and Stock Volatility Palantir Technologies (NYSE: PLTR) just delivered a record-breaking Q3 2025, extending its meteoric run as one of this year’s hottest AI stocks. The company reported $1.18 billion in revenue (+63% YoY) and $0.21 in adjusted EPS, comfortably topping analyst forecasts of ~$1.09 B and $0.17 Zerohedge. It was the fourth straight quarter of accelerating growth, fueled by Palantir’s push into enterprise AI. In response, management raised full-year 2025 guidance – now expecting ~$4.40 B in revenue (up from ~$4.15 B prior) and a hefty $2.15 B in adjusted operating profit Zerohedge Zerohedge. Despite these stellar results (which CEO
The Brightest Supermoon of 2025 Is Here Skywatchers are in for a treat as the year’s brightest full moon takes to the sky this week. November’s full moon – known as the Beaver Moon – will reach its peak illumination on the morning of November 5, 2025, and it’s no ordinary full moon. It’s a “supermoon”, meaning the moon is near its closest point to Earth in its orbit during its full phase. This makes the lunar disc appear a bit larger and a lot more luminous than usual. In fact, this Beaver Moon supermoon will be so luminous that
Burry Targets an “AI Bubble” with Big Short Bets Michael Burry – best known for his prescient “Big Short” against the 2000s housing bubble – is now taking aim at the AI stock frenzy. In a regulatory filing for Q3 2025, Burry’s firm Scion Asset Management revealed huge new put option positions against two of the stock market’s hottest AI names: Nvidia and Palantir Technologiesmarkets.businessinsider.com. Put options are contracts that increase in value when the underlying stock falls, so these represent a high-conviction bet on a price decline. Scion’s disclosure showed put options on ~1,000,000 Nvidia shares (worth $186.6 million) and
Current Gold Prices and Recent Performance Gold prices remain just under the historic highs as of early November 2025, capping a year of extraordinary gains. On November 4, spot gold traded around $3,970/oz, with December futures near $3,979/oz. Just weeks earlier, on October 20, gold hit an all-time record of approximately $4,381 per ounce, before pulling back on profit-taking and improving risk sentiment. Even after dipping from the peak, gold is up over 50% since January – a stunning rise that makes 2025 one of gold’s best years on record. For context, this time last year gold was trading in
AWS and OpenAI Ink a $38 Billion Cloud Partnership Amazon Web Services and OpenAI unveiled a multi-year cloud computing deal that ranks among the largest ever in tech. Under the agreement – valued at $38 billion over seven years – OpenAI will run and scale its advanced AI workloads on AWS’s “world-class infrastructure” starting immediatelyaboutamazon.com. In practical terms, AWS is provisioning OpenAI with vast computing capacity: on day one, OpenAI gains access to hundreds of thousands of NVIDIA GPU-based processors in AWS data centers, with the option to scale up to tens of millions of CPU cores for future growtharabianbusiness.com. AWS has
Kimsuky’s “HttpTroy” – A Fake VPN Invoice with a Real Backdoor A new threat actor playbook has emerged from North Korea’s shadowy cyber-espionage operations. In early November 2025, researchers revealed that the DPRK-linked group Kimsuky (aka Velvet Chollima or Thallium) deployed a previously unknown malware dubbed “HttpTroy.” The twist? Kimsuky’s hackers delivered this backdoor under the guise of an innocuous VPN invoice emailwebpronews.com. The phishing emails were crafted to look like legitimate billing notices for a VPN service – a lure likely to trick busy professionals, especially in South Korean government and defense circles, which Kimsuky often targetswebpronews.com. Once an
Cognizant and Anthropic Forge a Landmark AI Alliance Cognizant – one of the world’s largest IT consulting and services firms – announced a broad partnership with Anthropic, the San Francisco AI company behind the Claude chatbot. On November 4, 2025, Cognizant revealed it has begun deploying Anthropic’s Claude large language model across its client-facing platforms and will extend access to up to 350,000 of its employees worldwidemoneycontrol.com. This sweeping internal rollout makes Cognizant one of Anthropic’s biggest customers to datex.com. The professional-services giant will use Claude not only to enhance its own workforce productivity but also as a core offering
Bitcoin Price Snapshot: Early November 2025 Bitcoin enters November 2025 on a shaky footing yet remarkable footing: prices are holding around $106,000–$107,000 as of November 4, after a volatile start to the month that saw BTC briefly plunge under $105Kcrypto.news. Just days ago, Bitcoin was changing hands above $110K; the swift drop has erased roughly 14% from its recent local highcryptorank.iobusiness-standard.com. This volatility comes on the heels of an explosive October: Bitcoin rallied to a record ~$126,000 on Oct. 6 during a late-year surge, before a sharp reversal set incrypto.news. In fact, BTC has now lost ~17% from that peakbusiness-standard.com,
Romania Blacklists Polymarket Over $600M Election Betting Boom In late October 2025, Romanian authorities took aim at Polymarket after an unprecedented frenzy of crypto betting during the country’s elections. According to ONJN – Romania’s National Gambling Office – Polymarket facilitated roughly $600 million worth of wagers on Romania’s presidential race, plus another $15 million on Bucharest’s local electionsreadwrite.com. The platform allowed users to bet on election outcomes using cryptocurrency, a practice the regulator squarely categorizes as illegal gambling without a Romanian licensereadwrite.comreadwrite.com. ONJN officially added Polymarket.com to its blacklist of unauthorized gambling sites on October 29threadwrite.com. This means internet providers
U.S. Greenlights Advanced AI Chip Exports to the UAE In a groundbreaking move, the U.S. Commerce Department approved special export licenses for Microsoft to ship thousands of Nvidia’s top-tier AI chips to the UAEosoulmisrmagazine.com. This marks the first time a U.S. company has been cleared to send such advanced GPUs to the Gulf nation under updated export rulesosoulmisrmagazine.com. The approval, granted in late September 2025, was contingent on “updated and stringent technology safeguards” to ensure the hardware is used responsibly and doesn’t fall into the wrong handsosoulmisrmagazine.com. Microsoft hailed the decision in a blog post, emphasizing that “while the chips
SOL Price Overview (Early November 2025) As of November 3, 2025, Solana (SOL) is trading around $165–$170, having experienced a steep drop at the start of the month. On that day, SOL plunged roughly 11% in 24 hours, falling from the high-$180s to the mid-$160scoindesk.com. This one-day slide capped off a week of declines: just a week prior, Solana was changing hands above $200, meaning SOL has shed about 20% of its value over seven dayscoindesk.com. The pullback is notable given Solana’s strong rally earlier in the year – the coin hit a year-to-date high near $293 on January 19,
Ethereum (ETH) experienced a turbulent trading session on November 3, 2025, amid a wave of bearish news and market-wide sell-offs. The second-largest cryptocurrency saw its price swing wildly before closing sharply lower, as investors reacted to hawkish signals from the U.S. Federal Reserve and a major DeFi exploit on the Ethereum network. Below, we break down the day’s key price action, the top news headlines shaking the crypto markets, expert insights on what it all means, and what might lie ahead for Ethereum in both the short and long term. Key Facts Ethereum Price Action on November 3, 2025 On
U.S. financial stocks rose Friday, with the XLF fund up 1.8% and the Dow closing above 50,000 for the first time, gaining 2.47%. Goldman Sachs jumped 4.3%, JPMorgan 3.9%, and Citigroup 6.0%. The Federal Reserve held rates steady, and San Francisco Fed President Mary Daly signaled possible cuts this year. Investors await January jobs and inflation data next week.
Cloud-focused ETFs rose Friday, with the First Trust Cloud Computing ETF up 4.4% and WisdomTree’s fund up 3.5%. Amazon fell 5.6% after projecting $200 billion in 2026 capex, while Microsoft gained 1.8% and Alphabet slipped 2.5%. Investors weighed AI’s impact on software growth. Key cloud earnings and delayed U.S. jobs data are due next week.
Amazon shares fell 5.6% Friday after projecting $200 billion in 2026 capital spending, while Nvidia jumped 7.9%. The Dow closed above 50,000 for the first time, but the Nasdaq is down 0.9% for the year. Microsoft and Alphabet also signaled major AI investments, sending software stocks down sharply. Chipmakers rallied as Nvidia reported surging AI chip demand.
Digital Realty, Equinix, and Vertiv shares surged Friday, with Vertiv up 10% and Digital Realty rising 4.1%, as investors rotated back into AI-linked data center stocks. The move followed Amazon’s $200 billion and Alphabet’s $175–185 billion 2026 capex targets. Digital Realty set 2026 core FFO guidance at $7.90 to $8.00 per share. Wall Street ended the week broadly higher, led by chipmakers.