Today: 3 April 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

  • GoDaddy Expands AI Trust with LegalZoom Partnership, Investors Weigh Impact
    April 3, 2026, 5:27 AM EDT. GoDaddy (GDDY) partners with LegalZoom to register and cryptographically verify AI agents using GoDaddy ANS, aiming to build trust in AI-driven legal services. This move strengthens GoDaddy's shift from domain services to AI-enabled software-as-a-service (SaaS). Despite this AI agent expansion, near-term growth challenges persist due to competitive pressures, promotional pricing, and regulatory risks. The company posted $4.95 billion revenue and $875 million net income in 2025, targeting $5.9 billion revenue and $1.3 billion earnings by 2028. Analysts remain divided on the impact of AI investments amid potential market disruptions. Investors must balance optimism in growth prospects against ongoing risks and competitive dynamics in the evolving SaaS landscape.
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