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.

Stock Shock: Volvo Cars Surges 40% on Profit Beat, Ford’s Wild Ride Continues

Stock Shock: Volvo Cars Surges 40% on Profit Beat, Ford’s Wild Ride Continues

Volvo Cars shares soared 38.1% to SEK 31.41 on Oct. 23, the biggest jump since its 2021 IPO, after Q3 core EBIT beat forecasts by over SEK 4B. Ford closed near $12.34, down 0.7%, despite Q3 sales of $50.5B and EPS of $0.45. Ford maintains a $0.15 dividend; Volvo is resuming payouts. Ford faces EV losses and layoffs, while Volvo accelerates cost cuts and electrification.
23 October 2025
Walmart’s AI Push Sends Stock Soaring – Is Target the Bargain Buy Now?

Walmart’s AI Push Sends Stock Soaring – Is Target the Bargain Buy Now?

Walmart shares hit record highs near $107 on Oct. 23 after launching a ChatGPT shopping integration, up 18% year-to-date. CEO Doug McMillon raised sales and earnings guidance on strong U.S. and online growth. Target stock fell to $94, down 35% in 2025, after weak sales and a CEO transition announcement. Analysts remain bullish on Walmart, while Target holds appeal mainly for its 4.8% dividend yield.
Booking Holdings (BKNG) Stock Rallies on Travel Recovery and AI Push – KeyBanc Eyes $6,450

Booking Holdings (BKNG) Stock Rallies on Travel Recovery and AI Push – KeyBanc Eyes $6,450

Booking Holdings closed at $5,093.47 on Oct. 23, down 2.62% for the day and about 6.9% lower over the past month, despite sector gains. KeyBanc initiated coverage with an Overweight rating and a $6,450 price target. Consensus expects Q3 EPS of $95.7 and revenue of $8.71 billion. CEO Glenn Fogel highlights Asia as a key growth region and ongoing heavy investment in generative AI.
Intel Stock Surges 80% on AI Chip Hype – Can $INTC Keep Flying?

Intel Stock Explodes After Q3 Earnings Beat: Will the AI Rally Continue?

Intel reported Q3 revenue of $13.7 billion, up 3% year-on-year, and net income of $4.1 billion after a $16.6 billion loss last year. Shares jumped about 8% in after-hours trading, nearing a two-year high, after the company secured major investments from the U.S. government, NVIDIA, and SoftBank. Management cited strong AI-driven demand. Most analysts remain cautious, with average price targets below current levels.
Ford (F) Stock Plunges After Supplier Fire and EV Slump — Can It Rebound?

Ford’s Wild Stock Ride: $1B Fire, Tariffs & EV Woes Rock Investors

Ford reported Q3 EPS of $0.45 on $47.19 billion revenue, beating estimates, but cut 2025 EBIT guidance after a supplier fire. Shares closed at $12.34 on Oct. 23 and jumped 4.2% after hours. New U.S. truck tariffs and GM’s strong results lifted Ford stock earlier in the week. Ford’s U.S. EV sales fell 31% year-over-year as it scales back EV spending and relies on strong pickup and SUV sales.
Intel Stock Skyrockets on U.S. Government Lifeline and AI Deals – What’s Next?

Intel Stock Surges 90% on AI Boom and $15B Backing – Can the Rally Continue?

Intel closed at $38.17 on Oct. 23, up 3.4% for the day and nearly double its January lows. The stock surged after the U.S. government took a 10% stake, Nvidia invested $5B, and Q3 earnings beat estimates with $0.23 EPS on $13.7B revenue. Wall Street remains cautious, with average targets below current prices. Intel’s market cap, about $175B, remains far behind Nvidia and AMD.
Impinj (PI) Stock Skyrockets on RFID Boom: Near Record High as Analysts Boost Targets

Impinj (PI) Stock Skyrockets on RFID Boom: Near Record High as Analysts Boost Targets

Impinj shares jumped up to 15% intraday on Oct. 23, nearing record highs, after Walmart and Avery Dennison announced a major RFID rollout for food products. The stock has climbed over 160% in six months and nearly quadrupled from its 52-week low. Piper Sandler and Susquehanna raised price targets, citing strong earnings and expected RFID demand. Impinj will report Q3 results on Oct. 29.
23 October 2025
Carpenter Technology (CRS) Stock Skyrockets on Record Earnings and Aerospace Boom – What’s Next?

Carpenter Technology (CRS) Stock Skyrockets on Record Earnings and Aerospace Boom – What’s Next?

Carpenter Technology reported first-quarter earnings of $2.43 per share, beating estimates, with revenue at $733.7 million and operating income up 31% year-over-year to a record $153.3 million. Shares surged over 20% intraday on October 23, hitting an all-time high near $291. Strong aerospace and defense demand drove a 23% jump in sector order bookings. Management reaffirmed a bullish full-year outlook.
Interactive Brokers Stock Soars After Q3 Earnings Beat, 40% Asset Surge

Interactive Brokers Stock Soars on Earnings Beat – Analysts See More Upside Ahead

Interactive Brokers posted Q3 2025 net revenue of $1.66 billion and adjusted EPS of $0.57, beating estimates. Shares closed at $68.52 after earnings, up about 50–60% year-to-date. The company joined the S&P 500 in August and launched an AI portfolio tool in October. Customer accounts rose 32% to 4.13 million, with client equity hitting $757.5 billion, up 40% from a year ago.
Nu Holdings Stock Skyrockets Amid Expansion Ambitions – Latest Price, News & Forecasts

Nu Holdings Stock Skyrockets Amid Expansion Ambitions – Latest Price, News & Forecasts

Nu Holdings shares are trading near record highs after a 50% year-to-date surge and a three-year gain of about 250%. The Brazilian fintech applied for a U.S. national bank charter, with co-founder Cristina Junqueira set to lead the U.S. unit. Q2 2025 results showed 4.1 million new customers and 40% revenue growth. Major analysts and institutional investors have raised targets and increased stakes.
23 October 2025
MSAI Stock Skyrockets 42% as MultiSensor AI Rides AI Boom and Big New Deal – Is More Upside Ahead?

MSAI Stock Skyrockets 42% as MultiSensor AI Rides AI Boom and Big New Deal – Is More Upside Ahead?

MultiSensor AI (NASDAQ: MSAI) jumped over 42% to close near $0.96, almost reaching the $1 mark required for Nasdaq listing. The surge followed news of a major U.S. deployment deal with a global logistics firm. Two Wall Street analysts rate the stock a Buy, with targets up to $8. MSAI remains unprofitable, posting a $21.5 million net loss in 2024 on $7.4 million revenue.
AI Stock Boom or Bubble? Tech Rally Soars as Experts Warn of Risk

Supermicro Stock Plunges 8% as AI Server Boom Hits a Snag – What’s Next for SMCI?

Super Micro Computer shares fell about 8% to the high $40s on October 23 after the company cut its quarterly revenue forecast by $1–2 billion, citing delayed AI server orders. Management maintained its full-year sales outlook of $33 billion and said over $12 billion in deals are now expected next quarter. SMCI stock remains up more than 70% this year. Goldman Sachs kept a Sell rating with a price target in the high $20s.
23 October 2025
Nokia Stock Skyrockets on Major 5G Contracts – Analysts Eye Upside

Nokia Stock Soars on 5G Deals and Earnings Beat, Hitting Multi-Year High

Nokia’s U.S. shares jumped about 10% to $6.10 on Oct. 23, 2025, after third-quarter earnings and sales beat forecasts. Operating profit reached €435 million on €4.83 billion in revenue, driven by strong optical networks and cloud demand. The company secured major 5G contracts with Vodafone, Vodafone–Three, Rakuten Mobile, and Elisa. Market value rose by $3.5 billion; analysts remain cautiously optimistic.
ASML Stock Skyrockets on AI Boom – Analysts Warn China Slump Looms

ASML Stock Soars on AI Megadeals – Near Record Highs Despite China Slowdown Looming

ASML shares closed at about $1,019 on October 23, 2025, recovering from a midweek dip and staying near record highs. The company reported Q3 net sales of €7.5 billion and net income of €2.1 billion, with new bookings slightly above forecasts. ASML warned 2026 sales may be flat as China demand drops due to export curbs. The firm invested €1.3 billion in Mistral AI and named Marco Pieters as next CTO.
23 October 2025
AbbVie Stock Skyrocketing? Analysts Say This $230 Biotech Giant Is Just Getting Started

AbbVie (ABBV) Stock Up 28% YTD as New Drug Wins and Analyst Upgrades Fuel Optimism

AbbVie shares trade near $229, up 28% year-to-date and outperforming the S&P 500 healthcare index. The stock hit a record high in late September after a patent settlement extended U.S. exclusivity for Rinvoq until 2037. AbbVie announced a $2.7 billion R&D write-off in October, cutting profit guidance. FDA expanded Rinvoq’s use Oct. 13; a recent trial showed Rinvoq outperformed Humira in rheumatoid arthritis.
23 October 2025
Costco Stock Surges Amid Retail Gloom – Will $900+ Shares Keep Climbing?

Costco Stock Dips After Rally – Analysts Still See Upside Ahead

Costco shares traded around $939 midday Thursday, down 0.6% after a three-day climb. The stock is up about 3% for the year, outperforming rivals like Walmart and Target. Fiscal Q4 net income rose to $2.61 billion as same-store sales and membership revenue beat forecasts. Costco plans 35 new warehouses in FY2026, bringing its total above 914 locations.
23 October 2025
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Stock Market Today

  • Broadcom vs AMD: Which AI Chip Stock Offers Better Growth Potential?
    March 12, 2026, 12:37 PM EDT. Broadcom and AMD have outpaced Nvidia in AI stock gains over the past year, with shares up 69% and 92% respectively. Broadcom leads in custom AI processors called ASICs, holding a dominant 60-80% market share. Its clientele, including Alphabet and Meta Platforms, underpins a surge in AI revenue-up 106% year-on-year-propelling forecasts of $100 billion in AI revenue by 2027. Meanwhile, AMD's growth in data center CPUs and GPUs positions it to expand market share in AI, despite trailing Nvidia currently. Broadcom's strong customer pipeline and ASIC focus contrast with AMD's broader chip portfolio and strategic ambitions, presenting investors with a clear choice in AI chip market exposure.

Latest article

Unilever Stock Price: Why Shares Are Stuck Near 4,840p Despite a €1.5 Billion Buyback

Unilever Stock Price: Why Shares Are Stuck Near 4,840p Despite a €1.5 Billion Buyback

12 March 2026
Unilever shares traded near 4,840 pence Thursday, little changed after closing Wednesday at 4,846 pence, down 1.24%. Investors weighed February guidance that 2026 sales growth would hit the low end of its 4%-6% range. The company completed its ice cream demerger in December and plans a €1.5 billion share buyback in the second quarter. The stock remains 12.56% below its December 52-week high.
Trump’s Plan to Cut Oil Prices Runs Into Hormuz as Iran War Rattles Markets

Trump’s Plan to Cut Oil Prices Runs Into Hormuz as Iran War Rattles Markets

12 March 2026
Brent crude fell 11% on March 10 after Trump suggested the Iran war could end soon, then rebounded to $98.45 as Gulf attacks intensified. The IEA and U.S. launched a record emergency oil release, but flows through the Strait of Hormuz remain under 10% of pre-war levels. U.S. gasoline prices rose 19% since the conflict began. The White House said Navy escorts for tankers are not yet possible.
Opendoor Stock Falls 6% as Rising Rate Fears, Weak Housing Data Hit OPEN Shares

Opendoor Stock Falls 6% as Rising Rate Fears, Weak Housing Data Hit OPEN Shares

12 March 2026
Opendoor Technologies shares dropped 6% to $4.94 in late-morning Nasdaq trading Thursday after opening at $5.19. The decline followed weaker U.S. housing starts and a delay in expected Fed rate cuts, with the Nasdaq Composite down 1.38%. Opendoor reported a $1.1 billion net loss for 2025 and ended the year holding 2,867 homes worth $925 million. Peers Zillow and Offerpad also traded lower.
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