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.

IBM Stock Soars on AI, Quantum, and Cloud Hype – Is the Rally Sustainable?

AI & Quantum Sparks a Big Blue Comeback – IBM Stock Rallies (But Will it Last?)

Image: The IBM logo has been prominently displayed at tech conferences as Big Blue pushes its new AI/cloud and quantum initiatives (Sources: Reuters, IBM). Valuation & Dividends: IBM now trades at tech-like multiples – forward P/E in the mid-20sts2.tech, well above its historical ~16×. The company boasts strong cash flow and a dividend yielding ~2.3%ts2.techts2.tech. IBM is a Dividend Aristocrat with 29 years of consecutive raisests2.tech, which helps cushion concerns over valuation. Analyst Outlook: Wall Street is cautiously optimistic. Roughly half of analysts rate IBM a “Buy,” but the consensus is nearer Hold/Neutral, with a 12-month price target around $280–286ts2.techts2.tech
Amazon’s Finance Teams Unleash AI for Complex Tasks – Transforming Corporate Finance

Amazon (AMZN) Stock Skyrockets: Q3 Beats, Cloud Boom & $2.5B FTC Win

Sources: Contemporary news and analysis, including Reutersreuters.comreuters.comreuters.comreuters.com, company guidance and press releases, as well as reports from CNBC, Bloomberg, MarketWatch, MarketBeat, and tech analysis (e.g. TS2.tech)ts2.techftc.govbusinessinsider.comts2.tech, among others. All quotes and data points are drawn from the cited sources.
30 October 2025
SAP Stock Skyrockets on Cloud Boom – Analysts Eye New Highs?

SAP Stock Soars on Cloud Surge — Can the Rally Continue?

Date (2025) Close Price (USD) Daily Change Oct 22 $276.22 –1.5% Oct 23 $278.53 +0.8% Oct 24 $269.55 –3.2% Oct 27 $272.16 +0.9% Oct 28 $270.06 –0.8% Oct 29 $259.64 –3.8% Oct 30 $262.25 +1.0% (intraday) Source: Stockanalysis.com (SAP/USD data)stockanalysis.com. Bottom Line: SAP remains a market heavyweight riding a powerful transition to cloud and AI. Its Q3 results showed solid gains, but management warned of a near-term slowdown in cloud growth. Analysts say the long-term story is positive – backlog is large and costs are in check – but with the stock near cycle highs, “the rally” may need new
China–Russia Mega Trade Deal Jolts Markets: Stocks React to New Pact

China–Russia Mega Trade Deal Jolts Markets: Stocks React to New Pact

New China–Russia Trade Agreement China and Russia have upped their economic partnership with a new set of agreements. In late October 2025 Beijing and Moscow announced that they would “push for a stable expansion of two-way trade with an optimized structure”en.people.cn. Commerce Minister Wang Wentao and Russia’s economic minister Reshetnikov co‑chaired a subcommittee meeting on Sept. 28, where they agreed to deepen cooperation in areas from digital services to infrastructure. Most notably, President Putin signed (Oct. 27) the law ratifying an updated Bilateral Investment Treaty with Chinarussiaspivottoasia.com. This overhaul — originally agreed in May — strengthens legal protections for investors
30 October 2025
Oracle (ORCL) Stock Rockets 70% on AI Frenzy – Jim Cramer Warns “It’s the Only One I’m Worried About”

Oracle (ORCL) Stock Rockets 70% on AI Frenzy – Jim Cramer Warns “It’s the Only One I’m Worried About”

Stock Performance & Chart Trend Oracle’s stock peaked at an all-time high around $345 in early Sept. 2025 (intraday) thanks to blockbuster AI/cloud news ts2.tech. In the past two weeks it has pulled back to the high-$200s: on Oct. 24 it traded in the $282–$287 range (closing at $285.72) ts2.tech, but by Oct. 30 it was around $270. This recent drop followed a very sharp run-up – ORCL fell about 7% on Oct. 17 after Oracle issued extremely aggressive multi-year forecasts at its AI World event ts2.tech ts2.tech. Technicals show ORCL bouncing off its 50-day moving average near $274 ts2.tech. Over the year
NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Nvidia Stock Rockets to $5 Trillion Valuation – AI Frenzy Fuels Record Highs

Nvidia’s Santa Clara campus (headquarters). The company’s stock hit record highs this week as AI chip demand exploded, powering Nvidia to a historic $5 trillion market valuereuters.comreuters.com. Record Highs and Stock Performance Nvidia shares extended a remarkable run this week. On Oct 29, the stock closed at about $207.04, up ~3% on the day, pushing its market capitalization to $5.03 trillionreuters.com. This made Nvidia the first public company ever to exceed $5 trillion in valuereuters.com. By the next trading session (Oct 30), NVDA hovered around $204–$205reuters.com, a slight pullback in a broadly record-setting market (the S&P 500 and Nasdaq also
Chinese EV Tsunami Shakes German Auto Industry: BYD’s 30% Profit Crash and ‘Electrobomber’ Fears

Chinese EV Tsunami Shakes German Auto Industry: BYD’s 30% Profit Crash and ‘Electrobomber’ Fears

BYD’s Earnings Dive amid Fierce Price War BYD’s October 2025 report shocked investors: third-quarter profit plunged to ¥7.8 billion, down almost 33% from a year agode.investing.com. CEO Wang Chuanfu has slashed prices across BYD’s model range to fend off competition, triggering the rare profit drop. (In Q2 2025 BYD had already warned of a 30% net income dropts2.tech.) Analysts say this reflects Beijing’s crackdown on extreme discounting in China’s overheated EV marketts2.techts2.tech. Despite the revenue hit, BYD remains China’s sales leader: its 1H 2025 revenue ($51.9 B) exceeded Tesla’s ($41.8 B) for the first timets2.tech, illustrating its massive volume advantage. However, BYD’s aggressive
30 October 2025
Tesla’s Trillion-Dollar Gamble: Musk’s Epic Pay Deal Divides Investors – What You Need to Know

Tesla Stock Surges on Record Q3 Sales – Can It Keep Climbing?

Recent Trading and Market Context Tesla Inc. (NASDAQ: TSLA) shares have been trading near the top of their 52-week range amid the late-October market rally. After rising to new highs earlier in October (briefly touching the mid-$450s on Oct. 6), the stock consolidated in the low- to mid-$440s by Oct. 30ts2.techts2.tech. On Monday Oct. 27, TSLA jumped about 4.3% – its largest one-day gain in weeks – on news of improving U.S.–China trade talks and continued buzz around its technology roadmapts2.tech. By that day’s close the stock was trading near $449, and it remained in the high $440s by late Oct. 29ts2.techstockanalysis.com. Year-to-date the
BYD’s European EV Invasion – Boom in Sales but Stock Takes a Hit

BYD Stock Plunges 30% on Profit Slump – Is the EV Price War to Blame?

BYD Shares: Price and Recent Moves BYD’s stock has experienced a sharp correction in recent months. In early 2025 the Hong Kong-listed shares hit record highs (above HK$150 in May), but by late October they traded near HK$104reuters.com – roughly 30% below the peakbloomberg.com. This slide erased tens of billions in market value. For example, Bloomberg reports the company lost over $45 billion of market cap as stock slid 32% from May to Octoberbloomberg.com. Investors have blamed weaker-than-expected earnings and slowing growth in China. On Oct. 29, trading ahead of the earnings release, BYD’s Hong Kong shares rose slightly (around +1.63%
Metsera Stock Skyrockets as Pfizer-Novo Clash in $9B Bidding War

Metsera Stock Skyrockets as Pfizer-Novo Clash in $9B Bidding War

Bidding War Sends Metsera Shares Higher Metsera’s share price has been on a roller-coaster amid takeover speculation. In late September, Pfizer agreed to buy Metsera for $47.50 per share in cash (about $4.9B) plus up to $22.50 in contingent paymentssec.gov. Pfizer CEO Albert Bourla said this deal “propels Pfizer into this key therapeutic area” of obesity treatmentsec.gov. Metsera CEO Whit Bernard called the deal “an excellent outcome for our shareholders” and praised the chance to “realize the promise of improved human health at scale” under Pfizer’s wingsec.gov. On Oct. 30, Novo Nordisk dramatically entered the fray with an unsolicited offer
Biogen Stock Slides on Q3 Beat as Guidance Cut Shocks Investors

Biogen Stock Slides on Q3 Beat as Guidance Cut Shocks Investors

Biogen Inc. (Nasdaq: BIIB) is a leading neuroscience biotech known for multiple sclerosis and rare-disease therapiests2.tech. On Oct. 30, 2025 the stock dipped after a mixed earnings release. The company beat Q3 expectations – adjusted EPS $4.81 vs. $3.88 est and $2.53 B revenue vs. $2.34 B estng.investing.com – but lowered its full-year outlook. Biogen now expects 2025 non-GAAP EPS of $14.50–$15.00 (previously $15.50–16.00), citing an anticipated ~$1.25 per-share charge in Q4 for recent R&D dealsreuters.comreuters.com. CEO Chris Viehbacher spun the quarter positively, noting “we delivered another quarter of strong financial performance driven by … momentum in our launch products [and] resilience
GLE Stock Skyrockets 50%: Key Facts & What’s Next

GLE Stock Skyrockets 50%: Key Facts & What’s Next

Market context: Hong Kong’s stock market has been booming in 2025 (Hang Seng +35% YTD)ts2.tech. GLE’s recent spike (circled) comes against a broad tech rally, but its own financials remain thin. Trading Rundown (Last Few Days) In late Oct 2025, GLE’s stock was trading in the $0.62–0.70 rangestockanalysis.com. On Oct 29 it closed at $0.6526stockanalysis.com (up ~3.2% that day), which was already a rebound from earlier October levels. Suddenly after the market closed, the price jumped by over 40% to about $0.92stockanalysis.com. By early Oct 30 it hit roughly $0.995stocktitan.net. Trading volume spiked (Oct 29 volume ~215K sharesstockanalysis.com). No official
30 October 2025
Cigna (CI) Rallies on Q3 Beat & Rebate-Free Drug Plan – Is a 25% Upside in Sight?

Cigna (CI) Rallies on Q3 Beat & Rebate-Free Drug Plan – Is a 25% Upside in Sight?

CI Stock Price and Recent Trend Cigna’s stock has pulled back modestly in late October after a strong run earlier in the year. According to market data, CI closed at $299.12 on Oct 29, 2025, down about 3% from the previous closestockanalysis.com. The dip followed weakness in broader managed-care stocks amid concerns about healthcare costs and policy. In pre-market trading Oct 30, CI rebounded to about $303 (up ~1.3%)reuters.com. Over the past year, CI shares have traded between roughly $257 and $350stockanalysis.com, reflecting volatility in the insurance sector. Despite the pullback, Cigna’s valuation metrics remain attractive: at ~16x forward earnings,
Beauty Rebound: Estée Lauder Soars After Stunning Earnings Surprise

Beauty Rebound: Estée Lauder Soars After Stunning Earnings Surprise

Stock Performance Today Estée Lauder shares jumped in early trading after the earnings release. Reuters data show EL pre-market up ~5% to $102.26tradingview.com. By midday Oct. 30 the stock was about $97.36, down ~1.4% on the dayreuters.com. (Over the past six months, the stock has rallied roughly 60% amid optimism about a rebound in China and travel retailglobalcosmeticsnews.com.) Trading updates noted EL was a top mover on Oct 13 (+6–7%) after Goldman’s upgradets2.techts2.tech. Overall, EL is now up nearly 30% year-to-datetradingview.com. Strong Q1 Results Drive the Rally The company’s Q1 results far exceeded forecasts. As reported, net sales were $3.481B,
30 October 2025
Hot GDP Surprise Shatters Wall Street’s Rally – Stocks Slide on Fed Jitters (Sept 25, 2025)

Stock Market Rollercoaster: Tech Stocks Tumble After Trump-Xi Trade Truce & Fed’s Hawkish Signals

Market Recap Global stocks wobbled this week on the twin shocks of trade news and monetary policy. In Busan on Oct. 30, Trump met Xi Jinping and touted a deal to trim U.S.–China tariffs, resume Chinese soybean and energy imports, and keep rare-earths exports flowingreuters.com. Beijing promptly agreed to suspend some counter-tariffs for a year. Yet traders remained wary. “A good Trump/Xi meeting was in the price…we’ve simply got confirmation of that,” noted Daiwa’s Chris Scicluna, implying markets had already anticipated a positive outcomereuters.com. In fact, stocks “fell on concerns the truce may prove fleeting” as details were scant. Meanwhile,
30 October 2025
Novo Nordisk (NVO) Stock Tanks as Weight-Loss Empire Faces Boardroom Coup and Fierce Rivalry

Novo Nordisk hijacks Pfizer’s Metsera deal with a $9B bid – obesity-drug war heats up

Novo’s counter-offer details Novo Nordisk’s proposal is unsolicited, meaning Metsera’s board and shareholders will now review it against Pfizer’s agreement. Novo emphasizes that Metsera’s experimental therapies would be “complementary” to its own obesity portfolioreuters.com. According to MarketScreener (Dow Jones Newswires), the bid is $56.50 in cash per Metsera share plus $21.25 in milestone CVRsmarketscreener.com. By contrast, Pfizer’s September deal was $4.9B upfront (about $28.50/share) plus CVRs, for up to ~$7.3Bts2.techreuters.com. Novo’s offer thus values the company at roughly $6.5B upfront, sweetened to ~$9B with earnouts. Novo’s CEO Maziar “Mike” Doustdar hailed the move as proof of the company’s ambition. In
Merck (MRK) Stock Could Skyrocket: Key Drug Approvals & Analyst Targets Unveiled

Merck (MRK) Stock Dips on Earnings Beat — Will Pipeline Boost Spur a Rally?

Merck’s stock price dipped on Oct 30, 2025 even as it delivered a strong third-quarter report. The company posted $17.28 B in Q3 sales and $2.58 adjusted EPS – above analyst forecastsmarketscreener.com. Sales of Keytruda, its blockbuster cancer drug, grew about 10% (to $8.1 B)marketscreener.com, offsetting a drop in Gardasil vaccine revenue. Despite the beat, Merck narrowed its 2025 sales outlook (now $64.5–65.0 B) while slightly raising profit guidancemarketscreener.com, a cautious stance that likely weighed on the share price. Pipeline and Drug Approvals Drive Hopes Beyond the quarterly numbers, recent product news is energizing Merck’s outlook. In September 2025 the FDA approved Keytruda
Cambium Networks (CMBM) Stock Soars 377% on Starlink Tie-Up — Delisting Threats Loom

Cambium Networks (CMBM) Stock Soars 377% on Starlink Tie-Up — Delisting Threats Loom

Starlink Integration Sends Stock Soaring On Oct 29 Cambium announced that its ONE Network solution now integrates SpaceX’s Starlink LEO satellite internet Prnewswire. The press release explained this enables “scalable management, visibility, and performance optimization” for enterprise Starlink connections, including multi-WAN bonding, advanced security, and centralized monitoring Prnewswire Benzinga. In other words, Cambium customers (e.g. schools, businesses, service providers) can now combine multiple Starlink links into their wired/wireless networks using Cambium’s cnMaestro and NSE platforms. Investors viewed the tie‑up as a game-changer. At market close on Oct 29, CMBM was $2.95, a +377% jump from the prior day Stockanalysis. (Just
30 October 2025
VCI Global Stock Skyrockets 88% on AI-Crypto Token News: Microcap VCIG Rallies Afterhours

VCI Global Stock Skyrockets 88% on AI-Crypto Token News: Microcap VCIG Rallies Afterhours

Crypto-Token Deal Sparks After-Hours Rally On Oct. 29 after the market closed, VCI Global (NASDAQ: VCIG) announced that its unit Smart Bridge Technologies will solely issue and manage 1 billion XVIQ tokens – a new digital asset for AI infrastructure, GPU cloud services and real-world assetsglobenewswire.com. The press release outlined how Smart Bridge will oversee token issuance, a treasury and liquidity (e.g. staking, reserve allocations) to generate fees from GPU services, cybersecurity, token settlement and moreglobenewswire.com. CEO Henry Chai said the mandate is “a pivotal step…[laying] the foundation for a digital financial infrastructure that connects AI, GPU, and real-world asset markets.”globenewswire.com.
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Stock Market Today

Home Depot stock price: jobs, inflation and a Feb. 24 earnings test loom

Home Depot stock price: jobs, inflation and a Feb. 24 earnings test loom

7 February 2026
Home Depot shares rose 0.7% to $385.15 Friday, trading between $379.10 and $386.37. Investors await a delayed U.S. jobs report Wednesday and CPI data Friday, both postponed by a brief government shutdown. Home Depot reports fourth-quarter earnings Feb. 24. The Dow closed above 50,000 for the first time.
JPMorgan stock price jumps 4% into weekend as Wall Street braces for a busy data week

JPMorgan stock price jumps 4% into weekend as Wall Street braces for a busy data week

7 February 2026
JPMorgan shares rose 3.95% to $322.40 Friday, outpacing other major banks as U.S. stocks rallied and the Dow closed above 50,000 for the first time. The bank recently completed a $3 billion subordinated notes offering. Investors are watching for delayed U.S. jobs data and inflation figures next week, ahead of JPMorgan’s Feb. 23 company update.
AbbVie stock price: ABBV ends week near $223 after earnings swing — what to watch next

AbbVie stock price: ABBV ends week near $223 after earnings swing — what to watch next

7 February 2026
AbbVie shares rose 2% to $223.43 Friday, capping a volatile week marked by earnings and drug sales scrutiny. Moody’s upgraded AbbVie’s credit rating to A2, citing strong performance in immunology and neuroscience. Investors remain focused on Skyrizi and Rinvoq growth amid rising competition and recent regulatory filings. Trading volume stayed below average, with the stock still 9% off its 52-week high.
SK hynix stock price slips into Monday after S&P upgrade, tech selloff

SK hynix stock price slips into Monday after S&P upgrade, tech selloff

7 February 2026
SK hynix shares closed at 839,000 won, down 0.36% Friday and 8% for the week, as tech stocks retreated across Asia. S&P Global Ratings upgraded the chipmaker to “BBB+” with a positive outlook, citing strong HBM sales. The KOSPI fell 1.4% Friday, ending a six-week winning streak. Traders await Monday’s Seoul open for signs of further tech weakness.
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