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.

Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

Oracle Stock Today (Nov 17, 2025): ORCL Slips as Credit Hedges Rise; Jefferies Reaffirms $400 Target and 80% Upside

Published: November 17, 2025 Key takeaways What moved Oracle stock today Jefferies sticks with $400 target, sees selloff as overdone.In a note published this morning, Jefferies’ Brent Thill reaffirmed a $400 target on Oracle, framing the recent drawdown as an
Meta Platforms (META) November 2025 Stock Analysis: AI-Fueled Growth vs. Rising Costs

Meta (META) Stock Today — Nov. 17, 2025: Red Sea Cable Delays, Renewable-Energy Milestone, and a Pixel Lawsuit Settlement

Published Nov. 17, 2025 Quick take: Meta Platforms (NASDAQ: META) traded modestly lower on Monday as investors weighed fresh infrastructure and legal headlines against a calm-but-cautious broader market tone ahead of key U.S. data and Nvidia earnings later this week.
Dell’s AI Server Boom Doubles Growth Forecasts – Is a Data Center Glut Looming?

Dell Technologies Doubles Down on AI Factory at SC25 as Wall Street Turns Cautious — Key Developments on November 17, 2025

Published: November 17, 2025 Dell Technologies is at the center of two very different storylines today:on the ground in St. Louis, the company is unveiling one of its biggest-ever upgrades to its AI infrastructure portfolio at the SC25 supercomputing conference
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