Today: 7 February 2026
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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.

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Alphabet Stock Nears Record Highs: AI Boom and Ad Recovery Power Google’s Rally

Alphabet Inc.’s Class A shares (NASDAQ: GOOGL) are trading near their highest levels in years. As of late Oct. 23, the stock hovers around $252, just below October’s intra-day high of ~$256ts2.tech. That puts Alphabet’s market value tantalizingly close to the $3 trillion milestonets2.techreuters.com – a club shared only by Apple and Microsoft. In fact, after shares hit a new record high in mid-September, Alphabet’s stock had already rallied over 32% year-to-datereuters.com. “Alphabet’s stock [is] flirting with record highs,” noted one analyst, as both technical trends and fundamentals improvets2.tech. Recent momentum has been fueled by several factors. First, Google’s artificial
23 October 2025
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Amazon Stock Today: AI Ambitions, $2.5B Twist, and $3 Trillion Dreams

Amazon Stock Unfazed by AWS Outage – Analysts See Big Rally Ahead

Investors will be watching Amazon closely after recent turbulence and ahead of its Q3 results. On Oct. 20 a major AWS outage – one of the largest Internet disruptions in years – knocked thousands of popular apps and sites offline, from banking portals to gaming platformsreuters.com. Crucially, Amazon’s engineers fixed the issue by evening, and Wall Street shrugged it off. In fact, AMZN stock rallied 1.6% on Oct. 20 (closing around $216.50)ts2.tech, as one analyst noted: “the spotlight was firmly on AWS and it didn’t quite shine as brightly as expected”reuters.com, yet investors seemed more focused on Amazon’s overall cloud
23 October 2025
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AMD’s AI Mega-Deal Sparks Stock Surge – Inside the OpenAI Partnership, New Chips & Showdown with Rivals

AMD Stock Soars on AI Mega-Deals – Is $300 Next?

AI Deals Ignite a Rally The catalyst for AMD’s October surge was clear: blockbuster AI contracts. On Oct. 6, AMD announced it would supply hundreds of thousands of GPUs (roughly 6 gigawatts of compute) to OpenAI over several yearsreuters.com. AMD executives hailed the pact as transformative. EVP Forrest Norrod called it “certainly transformative, not just for AMD, but for the dynamics of the industry”reuters.com. CFO Jean Hu said the OpenAI deal should “deliver tens of billions of dollars in revenue” and be “highly accretive” to future earningsts2.tech. OpenAI CEO Sam Altman added that having AMD chips “will allow [us] to
23 October 2025
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Bank of America (BAC) Stock Soars on Earnings Beat – Can It Keep Climbing?

Bank of America (BAC) Stock Surges on Q3 Earnings – Will the Rally Keep Going?

Stock Price Performance & Recent Volatility BAC’s price jumped after earnings and then swung around. On the Oct. 15 earnings day it closed at $52.28 (up ~4.4%)investing.com, briefly touching a two-year high near $52.85. The very next day Oct. 16 it plunged ~3.5% to $50.44investing.com, effectively erasing the initial gains. By midday Oct. 17, the stock was about 1–2% lower on the day around ~$50ts2.tech, reflecting a rotation after the earnings excitement. In the days since, BAC has rebounded; it closed Oct. 21 at $51.52 and Oct. 22 at $51.10investing.com. Overall, BAC is up ~14–15% in 2025reuters.com and is trading just a few dollars shy
23 October 2025
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Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 23.10.2025

ENDEDLive coverage has endedEnded: October 25, 2025, 6:00 AM EDT West Pharmaceutical Services Q3 Profit Beats Estimates, Raises FY25 Guidance (WST) October 23, 2025, 7:22 AM EDT. West Pharmaceutical Services (WST) reported a Q3 profit of $140.0 million, or $1.92 per share (GAAP), up from $136.0 million, $1.85 a year earlier. Excluding items, adjusted earnings rose to $142.4 million, or $1.96 per share, versus consensus of about $1.69. Revenue climbed 7.7% to $804.6 million from $746.9 million. Looking ahead, the company issued next-quarter guidance of $1.81-$1.86 for EPS and $790-$800 million for revenue. For FY25, West raised its adjusted-diluted EPS
23 October 2025
Erie Indemnity Stock Tanks 40% – Is This Insurance Play Now a Bargain?

Erie Indemnity Stock Tanks 40% – Is This Insurance Play Now a Bargain?

Solid Fundamentals, Sluggish Stock Erie Indemnity, founded in 1925 and based in Pennsylvania, acts as the management company for Erie Insurance (a mutual P&C insurer)marketbeat.combarchart.com. Its revenue comes largely from management fees tied to premium growth. In Q2 2025, ERIE saw net income rise to $174.7M ($3.34 per diluted share), up from $163.9M ($3.13) a year earlierstocktitan.netfinimize.com. Growth was driven by a premium-fueled 8.3% jump in management fees (to $823.9M) and a doubling of investment income to $19.6Mstocktitan.netfinimize.com. Despite the gains, expenses grew – commissions and IT costs rose to support higher sales – leaving EPS slightly below Wall Street’s
23 October 2025
June 30, 2025 – Major Tech News Roundup: AI Races, 5G Advances, Big Tech Deals & More

Nvidia Stock Near Record Highs: $20B xAI GPU Deal and $100B OpenAI Pact Fuel AI Boom

In short, Nvidia’s stock has surged again on the back of the latest AI deals and partnerships. The combination of blockbuster AI earnings, strategic alliances, and massive investor enthusiasm has propelled NVDA toward record territoryts2.techts2.tech – leaving the market asking if the rally can continue (some analysts even eye a $300 price by year-endbarchart.com). AI Frenzy Propels Nvidia’s Growth The AI revolution is driving an unprecedented boom in demand for Nvidia’s chips. In its latest quarterly report (FY2026 Q2, May–Jul 2025), Nvidia blew past expectations with $46.7 B revenue, up 56% year-over-yearts2.tech. Virtually all of that growth came from AI: $41 B
23 October 2025
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Retailers Quit Selling Xbox?! Target & Walmart Rumored to Ditch Xbox Stock

Microsoft Teases Shockingly Expensive Next Xbox – Will Premium Console Boost Tech Stocks?

Premium Next-Gen Xbox: What We Know In a recent Mashable interview, Xbox boss Sarah Bond stunned gamers by saying the upcoming Xbox will “be a very premium, very high-end curated experience.”tomshardware.com. That language suggests Microsoft is positioning the next console well above the low-cost Series S. Tom’s Hardware notes this implies a shift toward PC-like, top-tier hardware (possibly running Windows and offering multiple game stores), a marked change from traditional budget consolestomshardware.comtomshardware.com. Bond even tied her comments to Microsoft’s new handhelds, saying “you’re starting to see some of the thinking we have in this handheld” applied to the consoletomshardware.com. Indeed,
23 October 2025
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iPhone 17 Air vs Samsung Galaxy Z Flip 6 vs Google Pixel Fold 2: Apple’s Slim Marvel Faces Foldable Rivals

Apple Slashes iPhone Air Production Amid Disappointing Sales – What’s Next for AAPL?

Apple began informing its suppliers this week of new production plans: overall iPhone 17 output remains about 85–90 million units, but iPhone Air units will be sharply curtailed. A Nikkei/Verge scoop notes the Air’s share (originally ~10–15% of initial production) will be cut back dramatically from November onwardtheverge.com. Sources say Apple has ordered 5 million more base iPhone 17s and “significantly” more Pro models, reflecting higher-than-expected demand for the flagship variantsindianexpress.comtheverge.com. At the same time, Air component orders are being slashed. One supply-chain manager told the Indian Express that Air orders are now “end-of-production mode,” about 10% below prior forecastsindianexpress.com.
23 October 2025
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Europe’s $7.5 Billion Space Alliance: Airbus, Thales & Leonardo Join Forces to Challenge Musk’s Starlink

Europe’s $7.5 Billion Space Alliance: Airbus, Thales & Leonardo Join Forces to Challenge Musk’s Starlink

Europe Builds a Space Powerhouse to Take on Starlink Europe is finally uniting its space champions. In a landmark agreement announced on October 23, aerospace giants Airbus, Thales, and Leonardo unveiled plans to combine their satellite divisions into a single joint venture worth €6.5 billion in annual salesreuters.com. The move wraps up months of negotiations (code-named “Project Bromo”) and seeks to create a European “one-stop-shop” for satellites and space systems that can compete with Elon Musk’s Starlink megaconstellation and other rivalsreuters.com. It’s a strategic play to regain ground in the global space race, where Europe’s once-leading satellite firms have fallen behind the
23 October 2025
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BP Stock Soars as Oil Rally and Strategic Shift Boost Investor Confidence

BP Stock Soars as Oil Rally and Strategic Shift Boost Investor Confidence

Key Facts (as of Oct. 23, 2025): BP Share Price Jumps on Oil Rally BP’s stock is getting a boost from a double-dose of positive momentum: a rallying oil market and company-specific strategic moves that investors are cheering. On October 23, BP’s London-listed shares traded around 431.8p, up roughly 2.5% from yesterday’s closeinvesting.com. In New York, BP’s American Depositary Shares mirrored the optimism – closing at $34.32 on Oct. 22 (a ~3.5% jump)investing.com and poised for further gains if the momentum holds. These levels put BP stock near its highest in several weeks, though still below its 52-week peak (~471p)investing.com.
23 October 2025
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SAP Stock Skyrockets on Cloud Boom – Analysts Eye New Highs?

SAP’s Cloud Boom Can’t Save Its Stock – DAX Teeters as Tesla Shocks Investors

SAP’s Strong Results Come With Cloud Caution SAP surprised markets with solid Q3 earnings – revenue rose 7% (11% in constant currency) to €9.1 billion, and operating profit climbed 12% to €2.48 billionfaz.net. Net income jumped to €2.05 billion, up from €1.44 billion a year agofaz.net. The company’s fast-growing cloud business drove the gains: cloud revenue leapt 22% year-on-year (27% at constant currency), now accounting for over half of salests2.tech. CEO Christian Klein hailed “strong cloud revenue growth”, pointing to a record €18+ billion cloud backlog fueling future salests2.tech. Despite the robust results, SAP’s tone turned more cautious due to macroeconomic headwinds. Management noted that while
23 October 2025
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Lloyds Share Price: Can the FTSE‑100 Bank’s Value Keep Surging or Is a Crash Coming?

Lloyds Shares Hit Decade-High Despite £2 Billion Scandal – What’s Next for LLOY Stock?

Lloyds Share Price Rally Nears 10-Year High Lloyds Banking Group (LSE: LLOY) stock has been on a tear in 2025, flirting with decade highs. Shares currently trade around 84–85 pence, just shy of their highest level since 2015ts2.tech. In mid-October, Lloyds hit ~86.6p, a level not seen since before the Brexit referendum, underscoring the bank’s remarkable recovery. The stock has climbed roughly 50% year-on-year, vastly outperforming the broader FTSE 100 indexts2.tech. Elevated interest rates have turbocharged bank earnings, and Lloyds – as the UK’s largest retail lender – has been a prime beneficiary of fatter loan margins. Investors have also
23 October 2025
HUL Q2 Profits Up 4%, Shares Jump – Target ₹2,800 in Sight?

HUL Q2 Profits Up 4%, Shares Jump – Target ₹2,800 in Sight?

Hindustan Unilever (HUL) is India’s largest fast-moving-consumer-goods company, so its quarterly results are a key gauge of consumer demand. In Q2 FY26, HUL’s consolidated net profit rose 4% year-on-year to about ₹2,690 crore, aided by a one-time tax settlement gainmoneycontrol.com. Revenue grew only 2% to roughly ₹16,060 croremoneycontrol.com, as the company noted a temporary dip in consumption while trade adjusted to recent GST rate cuts and a prolonged monsoon. On a standalone basis, sales were nearly flat at ~₹15,420 crore and standalone net profit was ~₹2,690 crore (up ~3%)moneycontrol.com. HUL’s underlying sales growth (USG) was ~2% while volumes were flat,
23 October 2025
Dassault Systèmes Plunges: Company Cuts 2025 Growth Forecast, Stock Tumbles

Dassault Systèmes Plunges: Company Cuts 2025 Growth Forecast, Stock Tumbles

Solid Quarter, But Cautious Tone Dassault Systèmes – parent of brands like CATIA, SOLIDWORKS and Medidata – turned in healthy Q3 growth, with €1.46 billion in sales and 30.1% operating margins3ds.com. Even so, management signaled that some customers are holding back on spending. On a consolidated basis, IFRS operating income was €302 million and net EPS €0.20 (both +9–10% year-on-year)boursorama.com. Yet the big story was the revised guidance: the group now sees only mid-single-digit revenue growth for 20253ds.com. This reduction primarily reflects weaker-than-expected demand in its Medical/Pharma unit (Medidata) and delays in transitioning Centric PLM to SaaS. Stock Reaction and Analyst Views
23 October 2025
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Gold Soars Past $4,000 for the First Time – Inside the Historic Rally and What’s Next

Gold Prices Soar Past $4,100 on Record Rally – Is $5,000 Next?

Gold’s historic rally shows few signs of stopping. Traders note that after gold briefly slid earlier this week, geopolitical jitters and rate-cut bets helped it rebound. As Reuters reports, “gold prices have gained about 57% this year, reaching an all-time peak of $4,381.21 on Monday”reuters.com, and on Oct. 23 spot bullion was around $4,120/ozreuters.com. U.S. December futures climbed roughly 1.7% on Oct. 23 to $4,134.60reuters.com. This follows last week’s record highs and a brief profit-taking dip. “Gold is attempting to find its footing following the healthy and sorely-needed technical pullback,” notes Han Tan of investment platform Nemo.moneyreuters.com. But with “stubborn”
23 October 2025
Quantum Leap: D-Wave (QBTS) Stock Skyrockets 2000% Amid Fed Rate Cuts and AI-Fueled Quantum Breakthroughs

Quantum Gold Rush: D-Wave (QBTS) Stock Skyrockets 3,000% — Is the Rally Sustainable?

Latest Stock Price and Performance D-Wave’s stock has been on a wild ride. After spending most of 2024 under $5, QBTS erupted in 2025. It surged into the mid-$40s in mid-October, hitting $46.75 on Oct. 15ts2.tech. That came after several back-to-back gains – for instance, a 23% jump on Oct. 13 alonets2.tech. By Oct. 22, the stock had retreated; it closed around $27.29 on Oct. 22stockanalysis.com and traded near $26.78 in after-hours that eveningstockanalysis.com. Reuters reports QBTS “trading lower” at $27.29 as of Oct. 23reuters.com. In total, QBTS is up roughly 300% so far in 2025ts2.tech, but its gains have
23 October 2025
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Quantum Stocks Rip Higher: IonQ Up 700% – Bubble or Breakthrough?

IonQ’s Quantum Boom: 700% Stock Surge on Breakthrough Feats & $2B Mega-Funding

Stock Performance & Recent Moves IonQ’s stock has been extremely volatile in recent days. After skyrocketing to a 52-week high near $82 in mid-Octoberts2.tech, shares pulled back to the mid-$60s and have since settled around $55–$60. On October 22, IONQ closed at $55.45finviz.com, about 23% below its recent peak. Even so, the stock remains up roughly 700% year-to-datets2.tech, making it one of the biggest gainers of 2025. Trading volumes are heavy (tens of millions of shares daily) and daily swings of 5–10% are commonts2.techfinviz.com. This roller-coaster pattern reflects euphoria and caution: IonQ is now valued at nearly $20 billion (around 200×
23 October 2025
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Trump’s Tariff Tsunami: 100% Drug Tax and New Import Levies Rock Global Trade

Trump Seeks a Slice of the Quantum Pie: Stocks Rocket as Govt Eyes IonQ, Rigetti, D-Wave Stakes

Trump Administration’s Quantum Push Citing Wall Street Journal sources, U.S. officials are now treating commercial quantum computing as a strategic sector. Under Secretary Gina Raimondo’s reorganized Chips R&D Office, the Commerce Department is reportedly willing to “go deep” in quantum startups – becoming shareholders in exchange for government R&D grantsreuters.comcm.asiae.co.kr. This extends Trump’s “government-as-shareholder” industrial policy in tech; for example, in August the administration agreed to convert nearly $9 billion in CHIPS Act grants into a 10% equity stake in Intelreuters.comcm.asiae.co.kr. The quantum proposals would similarly tie about $10 million of support per company to a U.S. equity investmentreuters.comcm.asiae.co.kr. Commerce sources
23 October 2025
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Quantum Rocket or Bubble? RGTI’s Stunning Surge Explained—And How It Stacks Up to IonQ, D‑Wave, and QUBT

Quantum Gold or Bubble? Rigetti (RGTI) Stock Skyrockets 5,000% Then Crashes to $36

Stock Performance & Recent Trading Rigetti’s stock has been on a rollercoaster. After languishing under $1 early in 2025, RGTI soared to $56.34 on Oct. 15 (a nearly 50× Y/Y gain)ts2.tech. But the rally ran into profit-taking and market jitters. On Oct. 16, RGTI plunged ~15% intraday, slipping from the $50s into the high-$40sts2.tech. This slide extended over the week: by Oct. 20 it was in the mid-$40sts2.tech, by Oct. 21 it closed around $40.00ts2.tech, and on Oct. 22 it closed $36.06investing.com (down 9.85% that day). All told, the stock gave back about 25% of its value from the Oct.
23 October 2025
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Stock Market Today

Financial services stocks rally as XLF jumps, Dow hits 50,000 — what to watch next week

Financial services stocks rally as XLF jumps, Dow hits 50,000 — what to watch next week

7 February 2026
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.
Data Center Stocks Surge Into the Weekend: Digital Realty, Equinix and Vertiv Set Up a Big Week Ahead

Data Center Stocks Surge Into the Weekend: Digital Realty, Equinix and Vertiv Set Up a Big Week Ahead

7 February 2026
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.
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