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.

Peter Thiel Dumps Entire Nvidia Stake as AI Bubble Fears Escalate After SoftBank’s $5.8 Billion Exit

AI Bubble Fears Slam Global Markets Today, 18 November 2025

Global markets are ending Tuesday deep in the red as investors suddenly question whether the artificial intelligence boom has morphed into a full‑blown AI bubble. From New York to London and Tokyo, the same theme is driving prices lower: AI spending, AI valuations and AI expectations may finally have run too far, too fast. ABC News+2TechStock²+2 A Fourth Straight Day of Losses as AI Trade Unravels On Wall Street, the sell‑off accelerated into the close. The Dow Jones Industrial Average dropped about 498 points (roughly 1%), the S&P 500 fell around 0.8%, and the tech‑heavy Nasdaq slid about 1.2%, marking a
PhysicsWallah IPO Soars Up To 49% On Debut: How Alakh Pandey’s Founder‑First Playbook Paid Off On Dalal Street

PhysicsWallah IPO Soars Up To 49% On Debut: How Alakh Pandey’s Founder‑First Playbook Paid Off On Dalal Street

Mumbai / New Delhi | November 18, 2025 Indian edtech unicorn PhysicsWallah made a blockbuster debut on the stock exchanges today, delivering one of 2025’s strongest new‑age listings and sending founder Alakh Pandey and co‑founder Prateek Boob into the ranks of India’s newest billionaires. Shares listed at a 33% premium to the IPO price and surged as much as 48–49% intraday, briefly valuing the company at about $5.2 billion (₹44,000–45,000 crore).The New Indian Express+3Reuters+3The Economic Times+3 The debut caps an extraordinary journey: from a one‑man YouTube channel started in 2016 to a listed edtech giant that public markets are now treating as the sector’s new poster child—just as rivals like Byju’s
18 November 2025
Crypto Market Carnage: Bitcoin Crashes from Record Highs as Tariff Bombshell Wipes Out $20B

Bitcoin Price Forecast 2025–2026: Post-Halving Rally or Correction? Latest Insights and Predictions

Bitcoin Eyes Year-End and 2026 Outlook: As of mid-November 2025, Bitcoin (BTC) is trading around $93,000 after a volatile year that saw new all-time highs and a sharp pullbackcoingape.comcoingape.com. Investors are now weighing short-term price drivers against long-term forecasts, with experts divided on whether the leading cryptocurrency will reignite a post-halving bull run or face further consolidation going into 2026. In this report, we’ll examine the latest news impacting BTC, Q4 2025 predictions, and 2026 forecasts from analysts and institutions, along with key factors like market sentiment, macroeconomic forces, upcoming regulations/ETFs, the 2024 halving effect, technical trends, and the risks and opportunities ahead. Bitcoin at a Crossroads in Late 2025 (Latest Market Update) Bitcoin’s price surged to
Telus Stock Hits 52-Week Low After JPMorgan Downgrade – What November 18, 2025 Means for Investors

Telus Stock Hits 52-Week Low After JPMorgan Downgrade – What November 18, 2025 Means for Investors

Telus Corporation (TSX: T, NYSE: TU) had a rough session on Tuesday, November 18, 2025, as its shares slid to a new 52‑week low on the Toronto Stock Exchange following a high‑profile downgrade from JPMorgan. At the same time, the company is touting major wins in artificial intelligence infrastructure and streaming-TV expansion, all while offering one of the richest dividends on the TSX. MarketBeat+2GuruFocus+2 This article pulls together all the key Telus news dated November 18, 2025 and explains what it may mean for shareholders and potential buyers. Quick Take: Telus on 18 November 2025 So, is this the start
18 November 2025
NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

Nvidia Earnings Date: NVDA Set to Report Q3 FY2026 Results on November 19, 2025 – What Matters for Investors Today

Updated: November 18, 2025 On Tuesday, November 18, 2025, “Nvidia earnings date” is one of the most searched phrases in markets – and for good reason. The next Nvidia (NVDA) earnings report is scheduled for Wednesday, November 19, 2025, after the U.S. market close, and the entire AI trade is effectively bracing around that moment.IG+1 Below is a detailed, news-style explainer you can use today to answer the two big questions: exactly when Nvidia reports, and why this particular earnings date is driving so much market volatility. 1. Nvidia earnings date and time: the official schedule Nvidia’s next earnings report is for its third quarter
18 November 2025
Meta Platforms (META) November 2025 Stock Analysis: AI-Fueled Growth vs. Rising Costs

Meta’s $14.3 Billion Bet on Alexandr Wang: What Today’s AI, Valuation and C‑Suite Shake-Up Mean for META Stock

On November 18, 2025, Meta Platforms (NASDAQ: META) is back in the spotlight on multiple fronts: At the same time, a new Seeking Alpha note titled “Meta: P/E 24 Means Failure, But Success Is Possible” argues that the market is treating Meta’s multi‑billion‑dollar AI gamble as if it will mostly disappoint, even while the company trades on a mid‑20s price‑to‑earnings ratio that’s close to or below the broader market. Seeking Alpha+2MarketBeat+2 Here’s what you need to know today about Meta’s AI strategy, the Alexandr Wang hire, the latest analyst views, and how all of this fits into the evolving story around META stock. Meta’s $14.3 Billion
Anthropic’s Private Shares Soar to $185 Amid AI Frenzy – $183B Valuation, Major Deals & $1.5B Lawsuit

Anthropic Stock Today (November 18, 2025): Microsoft–Nvidia $15 Billion Deal Puts Pre‑IPO AI Giant in the Spotlight

Published: November 18, 2025 – Informational only, not investment advice. Anthropic, the privately held AI company behind the Claude family of models, is suddenly at the center of the global AI trade again today. A fresh multi‑billion‑dollar partnership with Microsoft and Nvidia, new education and industrial AI deals, and surging secondary‑market activity are reshaping how investors think about Anthropic stock—even though the company still has no public ticker. The Official Microsoft Blog+1 Below is a clear rundown of what changed today, how Anthropic’s private share price looks right now, and what it could mean for an eventual IPO. Key takeaways on Anthropic stock
18 November 2025
JPMorgan Hit With Record €45m BaFin AML Fine as It Bets Big on Berlin Chase Launch

Morgan Stanley’s 16% S&P 500 Rally Call: What Mike Wilson’s Bold Bull Market Bet Means for 2026

Published: November 18, 2025 Morgan Stanley’s Mike Wilson has turned into one of Wall Street’s biggest stock market bulls, lifting his S&P 500 target to 7,800 and calling for a 16% rally powered by AI spending, “rolling recovery” earnings and a dovish Fed. Here’s what the new forecast means for stocks, inflation, sectors and global markets going into 2026. Morgan Stanley Turns Aggressively Bullish on the S&P 500 Wall Street woke up this week to one of the boldest calls of the year: Morgan Stanley now expects the S&P 500 to surge to 7,800 by the end of 2026, implying roughly 16%
Nasdaq Frenzy: Tech Titans’ AI-Fueled Surge Hits Records Ahead of Fed Cut & Earnings Bonanza

Global Stock Market Today, November 18, 2025: AI Bubble Fears and Crypto Crash Spark Worldwide Sell-Off

Global stock markets slid sharply on Tuesday, November 18, 2025, as investors rushed out of high‑growth technology and crypto assets amid mounting worries about an “AI bubble” and fading hopes for rapid interest‑rate cuts from the U.S. Federal Reserve. From Tokyo to London to New York, equity indices fell, volatility jumped and safe‑haven assets such as government bonds and gold drew renewed demand. Reuters+2The Guardian+2 Key takeaways Wall Street Today: Tech and AI Leaders Lead the Retreat After repeatedly setting records through October and early November, U.S. stocks continued their reversal. By the closing bell on November 18: Intraday, the S&P
FTSE 100’s Record Run: Inside London’s Blue-Chip Rally and What’s Next

UK Stock Market Today: FTSE 100 Suffers Biggest Fall Since April as Global Tech Jitters Hit London – 18 November 2025

London, 18 November 2025 — The UK stock market endured a sharp risk‑off session on Tuesday, with the FTSE 100 posting its biggest one‑day drop since April as global investors dumped equities on fears of an AI‑fuelled tech bubble and fading hopes of a near‑term US rate cut. The Guardian+1 Key points FTSE 100 and FTSE 250: biggest daily drop since April London’s blue‑chip FTSE 100 index finished 123 points lower at 9,552, a fall of about 1.27%, leaving the benchmark at its lowest closing level since 22 October and marking its sharpest one‑day decline since 7 April. The Guardian Rolling coverage from The Guardian described the move
18 November 2025
Record Highs, $55 B Deals & Data Drama: Wall Street’s Wild Week (Oct 4–5, 2025)

EU Stock Market Today (18 November 2025): STOXX 600 Tumbles 1.8% as AI Bubble Fears Rattle European Shares

European equity markets slumped on Tuesday, 18 November 2025, in a broad risk-off move that dragged the pan‑European STOXX 600 to its worst daily loss since August and a one‑month low. Concerns over an overheated AI trade, fading hopes of a near‑term U.S. Federal Reserve rate cut, and fresh policy headlines from Brussels combined to knock sentiment across the EU stock market today. The Economic Times+1 Key moves in the EU stock market today (18 November 2025) Market snapshot: Europe follows global sell‑off lower The tone across European bourses was negative from the open, but losses deepened as Wall Street followed suit and
18 November 2025
TSX Today: Toronto Stock Exchange Steadies Ahead of Key Inflation Data (November 17, 2025)

Canada Stock Market Today: TSX Falls Below 30,000 as Tech, Banks and Telcos Lead Sell-Off

Risk‑off mood ahead of Nvidia earnings and key U.S. data pushes Canadian stocks lower for a second straight session on November 18, 2025. TORONTO – November 18, 2025 – The Canada stock market today is firmly in risk‑off mode. Canada’s main benchmark, the S&P/TSX Composite Index, fell more than 100 points in late‑morning trading, slipping back below the psychologically important 30,000 level as losses in telecommunications, technology and base‑metal stocks dragged the market lower. Barchart+1 By late morning, the S&P/TSX Composite was down about 149 points at 29,927.42, roughly a 0.5% drop on the day, leaving the index on track for a
18 November 2025
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Stock Market Today

BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next

BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next

7 February 2026
BigBear.ai Holdings shares surged 15.7% Friday to $4.72 ahead of a key shareholder vote on doubling authorized shares to 1 billion. Options trading was heavy, with a put/call ratio of 0.19. The company recently announced deals in AI customs technology and a partnership with Abu Dhabi’s AD Ports Group. The special meeting is set for Feb. 18, with online voting open until late Feb. 17.
American Airlines stock jumps nearly 8% as airlines rally — what to watch next week

American Airlines stock jumps nearly 8% as airlines rally — what to watch next week

7 February 2026
American Airlines shares jumped 7.6% to $15.24 Friday, rebounding with a broad rally that sent the Dow past 50,000 for the first time. Investors are watching the carrier’s battle with United at Chicago O’Hare, where a summer capacity surge could trigger a fare war. American also announced new Philadelphia–Porto service for 2027 and launched a centennial inflight menu.
Apple stock price ends week higher as Dow hits 50,000; jobs and CPI loom next

Apple stock price ends week higher as Dow hits 50,000; jobs and CPI loom next

7 February 2026
Apple closed up 0.8% at $278.12 Friday, then slipped 0.3% after hours. The S&P 500 jumped 1.97% and the Nasdaq rose 2.18% as chipmakers rallied, while Amazon fell 5.6% on higher capex guidance. Investors await U.S. jobs data Feb. 11 and CPI Feb. 13. Apple’s next dividend is $0.26 per share, payable Feb. 12.
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