Today: 12 March 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.

Celestica Stock Skyrockets on AI Boom: Q3 Blowout, Raised Forecasts Signal No Slowdown

Celestica Stock Skyrockets on AI Data Center Boom – Q3 Earnings Smash Forecasts

Celestica reported Q3 2025 revenue of $3.19 billion, up 28% year-over-year, and adjusted EPS of $1.58, both above estimates. The company raised its 2025 outlook to $12.2 billion revenue and $5.90 EPS, citing strong AI data center demand. Shares have surged over 220% year-to-date and jumped up to 13% after hours on the results. Connectivity & Cloud Solutions segment revenue rose 43% in Q3.
Cadence’s AI-Fueled Q3 Surprise: Earnings Beat, Big Deals, and Bold Forecasts Ignite CDNS Stock

Cadence’s AI-Fueled Q3 Surprise: Earnings Beat, Big Deals, and Bold Forecasts Ignite CDNS Stock

Cadence Design Systems posted Q3 adjusted EPS of $1.93 on $1.34 billion revenue, both above estimates. The company raised its 2025 outlook, now projecting up to $5.29 billion in revenue and $7.08 non-GAAP EPS. Order backlog reached a record $7 billion. Cadence completed its Arm chip IP acquisition and agreed to buy Hexagon’s Design & Engineering unit for $3.2 billion.
Celestica Stock Skyrockets on AI Boom: Q3 Blowout, Raised Forecasts Signal No Slowdown

Celestica Stock Skyrockets on AI Boom: Q3 Blowout, Raised Forecasts Signal No Slowdown

Celestica shares closed at C$424 on Oct. 27, up 13% for the week and over 300% in a year. The company reported Q3 revenue of $3.19 billion, up 28%, and adjusted EPS of $1.58, up 52%, both above guidance. Celestica raised its 2025 outlook and now expects 2026 revenue to reach $16 billion amid strong AI hardware demand. Analysts raised price targets, citing robust orders from hyperscale customers.
Waste Management (WM) Stock Slips After Earnings Miss – Key Facts and Outlook

Waste Management (WM) Stock Slips After Earnings Miss – Key Facts and Outlook

Waste Management shares fell about 2% after hours on October 27, 2025, following a Q3 earnings miss, with adjusted EPS of $1.98 and revenue of $6.44 billion, both below estimates. The company trimmed its 2025 revenue outlook to $25.28 billion, citing weak recycled commodity prices. Operating margins and cash flow hit record highs. WM completed its $7.2 billion Stericycle acquisition, expanding in medical waste.
Google Stock Surges on AI Frenzy, Olympic Cloud Deal and Big Deals – Can It Hit $300 Next?

Alphabet Stock Skyrockets to New Highs – AI and Cloud Frenzy Nears $3 Trillion

Alphabet Class A shares closed near $265 on Oct. 27, 2025, up about 30% year-to-date and approaching a $3 trillion market cap. Q3 earnings are due Oct. 29, with analysts expecting 13% revenue growth to $100 billion. Recent AI and cloud investments topped $24 billion, including a $15 billion data center in India. U.S. and EU regulators increased scrutiny, but a judge rejected calls to break up Google.
Amazon Stock Today: AI Ambitions, $2.5B Twist, and $3 Trillion Dreams

Amazon Stock Skyrockets: AI Innovations and $2.5B FTC Deal Ignite Tech Giant’s Rally

Amazon shares traded near $228 on Oct. 27, up 3–4% for the week after rebounding from early-October lows. The company settled a $2.5 billion FTC probe in late September and quickly resolved a major AWS outage on Oct. 20. Wall Street remains bullish, with a consensus 12-month price target in the mid-$260s. Q3 results are due Oct. 30, with revenue expected around $177–178 billion.
Meta’s AI Revolution Unleashed: July 2025 Breakthroughs, Billion‑Dollar Bets & Backlash

Meta Stock Soars on AI Gambit and $27B Data Center JV – Analysts Eye 20% Upside

Meta shares traded near $740 on Oct. 27, 2025, up about 25% year-to-date, with a market cap around $1.8 trillion. Over 40 analysts rate the stock a “Buy,” setting 12-month targets between $825 and $900. Meta reports Q3 earnings Oct. 29, with consensus revenue near $49–50 billion, up roughly 22% from last year. European regulators have flagged Meta for Digital Services Act violations, risking fines.
Microsoft Stock Soars on AI and Cloud Frenzy – Analysts Eye $600+ Price Targets

Microsoft Stock Skyrockets on AI Boom – Analysts See $600 in Sight

Microsoft shares closed near $533 on Oct. 27, 2025, close to record highs and up 60% over 12 months. The company reported June-quarter revenue of $76.4 billion, up 18% year-over-year, with Azure cloud growth at 34%. Microsoft recently signed a $17.4 billion AI infrastructure deal with Nebius and joined a $40 billion data-center acquisition. Analysts remain overwhelmingly bullish, with price targets around $600.
Crypto CARNAGE: $20B Vanishes as Bitcoin Plummets – Will It Rebound?

Bitcoin Surges Past $115K as Crypto Stocks Skyrocket on Fed Rate-Cut Hopes

Bitcoin jumped above $115,000 on Oct. 27, gaining about 5% over the weekend as Ethereum topped $4,100 and Solana passed $200. The total crypto market cap rose by $150 billion. Fund inflows hit $921 million last week, mostly into Bitcoin ETPs, while Ethereum products saw outflows. Crypto-linked stocks surged, with Strive rising 40% after a major BTC purchase.
Wall Street Hits Record Highs as Tech Stocks Soar and Shutdown Worries Melt

Wall Street Rockets on China Trade Deal News – Here’s What’s Fueling the Rally

U.S. stock futures surged late Sunday after U.S. and Chinese officials reported “significant advances” toward a trade deal. By Monday, Nasdaq futures rose about 1.4% and S&P 500 futures 0.9%. Major indexes opened near record highs, with the Dow around 47,446 and the Nasdaq at 23,529. Traders now price in a 95% chance of a Fed rate cut in October.
Credit ‘Cockroach’ Jitters Shake Markets: Stocks Slide Globally as Gold Hits Record High

Stocks Soar on Tech Mania: Bulls Bet Big on Earnings and Rate Cuts (Bubble Fears or Boom?)

U.S. stocks closed at record highs Monday, with the Dow up 0.5%, S&P 500 up 0.8%, and Nasdaq up 1.4%. Softer September inflation data has traders expecting a 25-point Fed rate cut this week. Big Tech earnings are due Oct. 29–30, with analysts predicting strong but not explosive growth. Apple hit all-time highs on robust iPhone 17 sales, while AI-driven gains fueled bubble concerns among some market watchers.
Honda’s EV Shakeup & 104% Production Surge – Will HMC Stock Accelerate Higher?

Honda’s EV Shakeup & 104% Production Surge – Will HMC Stock Accelerate Higher?

Honda shares closed at $31.52 on Oct. 24, 2025, little changed year-to-date and about 10% below their 52-week high. The company cut EV investment by 30%, paused a joint project with GM, and ended U.S. Acura EV production, shifting focus to hybrids. September global output more than doubled year-on-year, and Q2 earnings beat estimates. Analysts remain cautious, with most rating HMC a “Hold.”
QuantumScape (QS) Stock Rockets on Solid-State Battery Breakthrough – Analysts Split on Future

QuantumScape (QS) Stock Skyrockets on Solid-State Battery Breakthrough – Analysts Weigh In

QuantumScape shares traded near $16.80 on Oct. 27, up about 180% year-to-date after hitting a 52-week high near $19 earlier in October. The company posted a Q3 net loss of $105.8 million and reported its first-ever customer billings of $12.8 million. QS began shipping advanced solid-state cell samples in October. Most analysts rate the stock Hold or Sell, with a consensus price target of $5–6.
US Antimony (UAMY) Stock Skyrockets on $245M Defense Deal – Is It Too Good to Be True?

UAMY Stock Skyrockets ~1500% on Pentagon Antimony Deal Amid Critical Minerals Boom

United States Antimony Corp shares soared over 1,400% year-to-date after securing a $245 million Pentagon contract in September, peaking at $19.71 before retreating to around $10–12 amid heavy volatility. The company raised $51 million in October to expand operations and secured permits for new Alaska mining. Antimony prices have surged 70% this year following China’s export ban. Analysts warn UAMY’s valuation far exceeds fundamentals.
Lithium Americas Stock Skyrockets on U.S. ‘White Gold’ Deal – Experts Weigh In

Lithium Americas (LAC) Stock Soars on U.S. ‘White Gold’ Stake Amid EV Boom – What’s Next?

Lithium Americas Corp. shares surged over 200% in 2025 after the U.S. Department of Energy agreed to take equity stakes and provide a $2.2 billion loan for its Thacker Pass lithium project. The stock peaked above $10 in October before retreating to $6.72 on Oct. 24. Construction at Thacker Pass began after a $435 million initial loan drawdown. Analyst price targets remain below current levels.
Quantum Gold Rush: D-Wave (QBTS) Stock Rockets on Government Funding Hopes and Breakthrough Deals

Quantum Gold Rush: D-Wave (QBTS) Stock Skyrockets 3000% on Breakthroughs and Government Buzz – Can the Rally Last?

D-Wave Quantum (NYSE: QBTS) soared from $1 to $46.75 per share in under a year before retreating to the mid-$30s, with intra-day swings of up to 20%. The stock surged up to 16% after reports of possible U.S. government investment, though officials denied active talks. D-Wave announced redemption of 5 million public warrants and secured an €10 million deal to deploy its quantum computer in Italy.
Rigetti’s Quantum Leap: Stock Jumps 5,000% and Then Grinds Back – Bubble or Breakthrough?

Rigetti’s Quantum Stock Explosion: 5,000% Surge, Sudden Slump, and What’s Next for RGTI

Rigetti Computing shares soared nearly 5,000% in 2025, peaking at $56 in mid-October before dropping to around $40 by late month. The stock jumped again after reports the Trump administration may take stakes in quantum firms, though officials denied talks. Rigetti’s valuation neared $17 billion despite annual revenue under $10 million. Analysts rate it a “Buy” but set price targets far below recent highs.
Elon Musk Smashes Records by Hitting $500 Billion Net Worth—How He Got There and What It Means

Elon Musk’s $1 Trillion Tesla Pay Gambit: ‘Robot Army’ Ambitions, Shareholder Showdown & TSLA’s High-Stakes Future

Tesla shareholders will vote November 6 on a $1 trillion pay package for CEO Elon Musk, the largest ever proposed for a chief executive. The board warns Musk may leave if the plan is rejected, while proxy advisers call the deal excessive. If approved, Musk’s stake could rise to nearly 29% if Tesla meets targets, including a $8.5 trillion valuation by 2035. Some major investors have publicly criticized the proposal.
Xiaomi 17 Pro Max vs Samsung Galaxy S25 Ultra – Which 2025 Flagship Wins? 🎉

Xiaomi 17 Pro Max vs Samsung Galaxy S25 Ultra – Which 2025 Flagship Wins? 🎉

Xiaomi’s 17 Pro Max launched in China with a 7,500 mAh battery, rear display, and Snapdragon 8 Gen 5 chip, breaking first-day sales records. Samsung’s Galaxy S25 Ultra counters with a 200MP camera, custom AI chip, and seven years of software updates. Early camera tests show Xiaomi’s sensor capturing wider dynamic range, but reviewers praise Samsung’s versatility and features. Global release for Xiaomi’s 17 Pro Max remains uncertain.
27 October 2025
Plug Power Stock’s Wild 170% Hydrogen Rally Cools – What’s Next for PLUG?

Plug Power Stock’s Wild 170% Hydrogen Rally Cools – What’s Next for PLUG?

Plug Power closed at $2.95 on October 27, 2025, after a volatile week and remains near double its summer lows. The company secured a $1.66 billion DOE loan guarantee, a $525 million credit facility, and raised $370 million in cash this month. Founder Andy Marsh will step down as CEO in March 2026, with José Luis Crespo set to take over. Analyst ratings range from “Strong Buy” to “Sell,” with a consensus target near current levels.
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Stock Market Today

  • CSL Unveils $1.5 Billion US Plasma Facility Expansion, Impacting Investment Outlook
    March 12, 2026, 6:21 PM EDT. CSL has launched a US$1.5 billion expansion at its Kankakee, Illinois plasma-therapy plant, aiming to add 300 pharmaceutical jobs and boost production capacity by 2031 using its patented Horizon 2 process. This expansion strengthens CSL's U.S. manufacturing base and supports its focus on end-to-end plasma processing, critical for supply resilience and alignment with U.S. manufacturing policy. The investment complements CSL's efficiency targets, including a US$0.5 billion annual pretax savings goal by fiscal 2028 through initiatives like RIKA and iNomi. While the move aligns with CSL's strategy to improve margins and product launches, near-term risks remain around persistent plasma cost inflation and operational execution. Optimistic forecasts project revenues reaching US$18.1 billion and earnings of US$4.2 billion by 2028, potentially shifting investor sentiment amid cautious analyst estimates.
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