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.

Mastercard Stock Climbs on New Tech, Stablecoin Push and Partnerships

Mastercard Stock Climbs on New Tech, Stablecoin Push and Partnerships

Mastercard traded near $570 on Oct 22, 2025, close to its 52-week high, after Q2 revenue rose 17% to $8.13 billion and EPS reached $4.15, beating forecasts. Analysts rate the stock a Strong Buy, with some price targets as high as $735. Recent launches include a multi-year MLB partnership, new AI payment tools, and stablecoin support. Visa and AmEx traded near $345 and $350, respectively.
23 October 2025
Walmart’s ChatGPT Checkout Debut Sparks Stock Surge to Record Highs – Is $1 Trillion Cap Within Reach?

ChatGPT Shoppers Send Walmart Stock Soaring – Analysts Predict Further Upside

Walmart shares traded near $106 on Oct. 23, 2025, close to a record high after a 30% gain over the past year. The company announced a partnership with OpenAI on Oct. 14, enabling ChatGPT-powered shopping. Q2 FY2026 U.S. same-store sales rose 4.6%, e-commerce jumped 25%, and total revenue reached $177.4 billion. Wall Street targets range from $112 to $122, with all 31 tracked analysts rating WMT Buy or Hold.
Visa (V) Stock Poised for a Surge? Crypto Pilot and Travel Deals Fuel Optimism

Visa (V) Stock Could Soar – Crypto Pilots, AI Shopping and Analyst Upgrades Spark Rally (Despite Legal Headwinds)

Visa shares traded near $345 on Oct. 23, 2025, up about 10% year-to-date. Q3 revenue rose 14% to $10.17 billion, beating forecasts, with Q4 results due Oct. 28. The DOJ sued Visa over debit-card practices, and the company agreed to pay $119.7 million in a merchant settlement. Wall Street remains bullish, with an average 12-month price target of $399.
23 October 2025
Oracle Stock Surges on $300B AI Cloud Deal – Is a Trillion-Dollar Valuation Next?

Oracle Stock Skyrockets on $300B AI Cloud Deal — Wall Street Eyes $400 Upside

Oracle reported Q1 revenue up 12% year-over-year and a record $455 billion backlog in September, sending shares up nearly 40% to a brief high above $345. At its Oct. 16 event, Oracle raised 2030 revenue guidance to $166 billion and unveiled new AI partnerships and products. Safra Catz will step down as CEO, with cloud executives set to take over. The stock trades around $280, up 70% year-to-date.
Microsoft (MSFT) Stock Update & Insight Report – 2 Oct 2025

Microsoft Stock Soars on AI and Cloud Buzz – Will $520 Rally Hit $600?

Microsoft shares traded at $520–523 on Oct. 23, 2025, up about 25% year-to-date, with a market cap near $3.8 trillion. Fiscal 2025 revenue rose 15% to $281.7 billion, driven by Azure’s 34% growth. The company launched AI-powered Surface Copilot+ PCs and struck new cloud partnerships. EU regulators accepted Microsoft’s offer to unbundle Teams from Office to avoid fines.
Meta’s $1.5B AI Hiring Spree: Will Zuckerberg’s Talent Grab Send META Stock Soaring & Shake Up Apple’s XR Plans?

Meta (META) Stock Surges on Massive AI Bets – Can the Rally Last?

Meta shares traded near $733 in late October, just below August’s all-time high. Q2 revenue hit $47.52 billion, up 22% year-over-year, with net income of $18.34 billion. The company announced a $27–30 billion Louisiana data-center joint venture and a $2 billion deal to acquire AI chipmaker Rivos. Meta faces new EU ad restrictions and ongoing U.S. antitrust scrutiny.
Apple Stock Could Explode After New AI Chip Launch and iPhone 17 “Supercycle,” Analysts Say

Apple Stock Soars on iPhone 17 Buzz – Record Highs and $300 Price Targets in Sight?

Apple stock jumped over 4% to $262.90 on Oct 20, nearing a $3.9 trillion valuation, after strong iPhone 17 sales and Q3 revenue of $94 billion. Analysts raised price targets, citing record demand and new AI features, while some warn of overvaluation. Apple launched new Macs, iPads, and Vision Pro with its M5 chip, holding prices steady. EU regulators are reviewing antitrust complaints against the App Store.
23 October 2025
Broadcom’s $10B AI Deal Sparks 90% Rally – What’s Next for AVGO Stock?

Broadcom (AVGO) Stock Skyrockets on $10B OpenAI AI Chip Deal – Analysts Target $460

Broadcom shares rose 1.5% to about $345 on Oct. 23, capping a 50–70% surge in 2025 driven by AI chip demand. The company announced a $10 billion AI chip deal with OpenAI and launched the “Thor Ultra” 800G networking chip. Q3 revenue jumped 22% to $15.95 billion, with AI sales up 63%. Nearly 90% of analysts rate AVGO a buy, with price targets ranging from $345 to $460.
Las Vegas Sands Stock SKYROCKETS on Record Singapore Quarter – Is the Rally Just Beginning?

Las Vegas Sands Stock SKYROCKETS on Record Singapore Quarter – Is the Rally Just Beginning?

Las Vegas Sands shares jumped about 10% on Oct. 23 after Q3 revenue beat forecasts, reaching $3.33 billion, up 24% year-over-year. Marina Bay Sands and Macau operations drove growth. The company expanded its stock buyback to $2.7 billion and raised its annual dividend to $1.20 per share. CEO Robert Goldstein will step down in March 2026, with COO Patrick Dumont named as successor.
23 October 2025
“AI Boom” Pushes Monolithic Power (MPWR) Stock to Record High – Is the Rally Just Beginning?

“AI Boom” Pushes Monolithic Power (MPWR) Stock to Record High – Is the Rally Just Beginning?

MPWR shares surged to a 52-week high of $1,045.01 on Oct. 23, up about 4% intraday and nearly 70% year-to-date. The rally followed KeyBanc raising its price target to $1,250, citing MPS’s strong position in AI chip power management. Recent Q2 revenue rose 31% to $664.6 million, with non-GAAP EPS of $4.21 beating estimates. Trading volume was heavy as investors responded to the analyst upgrade and sector momentum.
Amphenol (APH) Stock Rockets to New Highs on Blockbuster Q3 Results & AI Boom

Amphenol (APH) Stock Rockets to New Highs on Blockbuster Q3 Results & AI Boom

Amphenol shares surged to $129 on Oct. 23, 2025, after a 3.6% jump the previous day, bringing year-to-date gains to about 80%. The company reported Q3 revenue of $6.2 billion, up 53% year-over-year, and raised its 2025 outlook, projecting EPS of $3.26–$3.28. The board approved a 52% dividend hike. Several analysts raised price targets following the results.
Valero Energy Stock Skyrockets on Blowout Q3 Results – What’s Next for VLO?

Valero Energy Stock Skyrockets on Blowout Q3 Results – What’s Next for VLO?

Valero shares jumped 3% to $166 premarket Oct. 23 after Q3 earnings beat estimates, with adjusted EPS at $3.66 on $32.17 billion revenue. Refinery throughput hit a record 97%, and Q3 refining profit rose 44% year-over-year to $13.14 per barrel. Analysts raised targets, with the median 12-month price at $169. Valero returned $1.3 billion to shareholders last quarter through dividends and buybacks.
Western Digital (WDC) Stock Soars in 2025: SanDisk Legacy & 2026 Outlook

Western Digital Stock Rockets on AI Data Boom — Analysts Eye Even Bigger Gains

Western Digital closed at $126.63 on Oct. 23, up 5.1%, nearly doubling its share price since January. Q4 FY2025 revenue rose 30% to $2.61 billion, with management forecasting another 22% increase in Q1 FY2026. The surge follows rising AI and data-center demand, prompting HDD price hikes and new analyst targets as high as $190. Peers Seagate and Micron have also posted sharp gains on similar trends.
Vertiv (VRT) Stock Skyrockets on AI Boom – Will the Rally Continue?

Vertiv (VRT) Stock Soars on AI Data-Center Frenzy – What’s Driving the Rally?

Vertiv shares jumped nearly 5% to $181 on Oct. 23, hitting multi-year highs after reporting Q3 earnings of $1.24 per share, beating estimates. Volume reached about 5 million shares by mid-day. Analysts raised price targets, with TD Cowen setting a $210 target. The move follows strong revenue growth and recent acquisitions targeting AI and cloud infrastructure.
Robinhood’s Wild 2025 Ride: HOOD Stock Skyrockets 200%, Plunges 9% in a Day – What’s Next?

Robinhood Stock Soars 250% YTD, Faces Crypto-Driven Pullback – What’s Next?

Robinhood shares traded in the low-$120s midday Oct. 23 after opening at $127.22, down from an early October high near $153. The stock remains up about 250% in 2025, following its S&P 500 addition and a surge in crypto trading. Robinhood reported Q2 net income of $386 million on $989 million revenue. The company recently acquired Bitstamp and now lists over 40 crypto tokens.
Blackstone (BX) Shines With Big Q3 Beat & $18B Hologic Deal – But Why Are Shares Falling?

Blackstone (BX) Shines With Big Q3 Beat & $18B Hologic Deal – But Why Are Shares Falling?

Blackstone reported Q3 distributable EPS of $1.52, up 48% year-over-year and above estimates, but GAAP EPS fell to $0.80 as revenue dropped 15.7% to $3.09 billion. Shares traded near $160 on Oct. 23, down about 1% intraday and 6% below 2025 highs. Blackstone and TPG agreed to buy Hologic for $18.3 billion, offering a 46% premium. The firm also launched a $5 billion GCC logistics platform with Lunate.
Garrett Motion Stock Skyrockets on Turbocharged Q3 Beat and EV Tech Push

Garrett Motion Stock Skyrockets on Turbocharged Q3 Beat and EV Tech Push

GTX stock jumped about 20% to $15 on Oct 23, 2025, after Q3 sales rose 9% to $902 million and EPS beat estimates at $0.38. Garrett raised its 2025 outlook, hiked its dividend by 33% to $0.08 per share, and repurchased $84 million in stock. The stock hit a 52-week high. Analyst consensus rates GTX a “Strong Buy” with a 12-month target near $16–$17.
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Stock Market Today

  • Alcoa Nears 52-Week High Amid Strong Aluminum Demand and Price Gains
    March 12, 2026, 12:27 PM EDT. Shares of Alcoa Corporation (AA) are trading close to their 52-week high of $68.40, closing at $66.36, reflecting a 97.5% rise over six months. This outpaces the Zacks sub-industry and S&P 500 gains, driven by robust aluminum prices influenced by geopolitical tensions in the Middle East disrupting supply routes. The U.S. tariff hike to 50% on imported aluminum further boosts domestic producers like Alcoa. Production increases from restarted smelters in Spain, Brazil, and Norway underpin a strong outlook, with 2026 Aluminum output expected at 2.4-2.6 million tons. Despite rising operating costs, demand for aluminum in electrical, packaging, EV, battery, and aerospace sectors supports positive investor sentiment and solid upward momentum.

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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