Today: 12 March 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.

OpenAI’s DevDay Bombshells: No-Code AgentKit, ChatGPT App Store & Jony Ive’s AI Vision

OpenAI’s AI Browser Bombshell Sends Google Shares Tumbling – AI Browser Wars Ignite

OpenAI will hold a livestream at 1 PM ET on Oct. 21, 2025, teasing a major product widely believed to be an AI-powered web browser. A brief teaser clip showed browser tabs, and CEO Sam Altman called it “a new product I’m quite excited about.” Alphabet shares fell 4% on the news, as investors worried about competition for Google’s core business. Reports say the browser will integrate ChatGPT and automate web tasks.
21 October 2025
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Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Google Stock Tanks as OpenAI Teases AI Browser – Analysts React

Alphabet shares fell 4% on Oct. 21 after OpenAI CEO Sam Altman teased a product livestream, fueling speculation about a rival AI web browser. The drop followed a record high of $256.43 the previous day, briefly valuing Alphabet near $3 trillion. Wall Street analysts remain bullish, with price targets up to $300. Alphabet’s Q3 earnings are due Oct. 29, with forecasts of strong revenue and EPS growth.
21 October 2025
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Navan’s $6.5B IPO Set for Takeoff – TravelTech Unicorn Aims High, But Will It Deliver?

Navan’s $6.5B IPO Set for Takeoff – TravelTech Unicorn Aims High, But Will It Deliver?

Navan launched its Nasdaq IPO roadshow on Oct. 21, 2025, offering 36.924 million Class A shares at $24–$26 each, targeting a $960 million raise and a $6.45 billion valuation. Proceeds will pay down about $657 million in debt. The company is moving forward amid a U.S. government shutdown, using an SEC exemption. Founders Ariel Cohen and Ilan Twig will retain significant voting control after the listing.
21 October 2025
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Breaking: Eos Energy & MN8 Secure Huge 750 MWh U.S. Battery Storage Deal – Are Stocks Set to Skyrocket?

Eos Energy (EOSE) Stock Skyrockets on Major Battery Deals and Expansion – AI Demand Sparks Rally

Eos Energy Enterprises shares jumped up to 20% intraday Tuesday after announcing a $75 million battery factory in Pennsylvania and major supply deals with Talen Energy and MN8 Energy. The company secured $24 million in state support and plans to add 1,000 jobs. Stifel raised its price target to $22, but most analysts remain cautious, citing ongoing losses and share dilution.
21 October 2025
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Rigetti Computing’s Quantum Leap: Stock Soars on Breakthroughs and Bold Bets

Quantum Boom or Bubble? Rigetti Stock Soars 5,000% Then Slides – Experts Weigh In

Rigetti Computing (NASDAQ: RGTI) soared over 5,000% in the past year, hitting a record $56.34 per share on October 15 before pulling back to $43.31 after a sharp selloff. The company’s market value now stands near $17–18 billion despite annual revenue of just $8–10 million. Recent gains followed a $5.8 million U.S. Air Force contract and first major hardware sales. Analysts warn the valuation far outpaces fundamentals.
21 October 2025
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Intel Stock Explodes: 10% U.S. Stake, Nvidia Deal & AI Hype Fuel Surge

Intel Stock Rally Pushes Limits: 10% U.S. Stake, AI Hype Fuel Surge – Will It Last?

Intel stock traded near $37.80 on Oct. 21, 2025, after hitting a 52-week high of $39.65 amid an 85% year-to-date surge. Major investments from the U.S. government, Nvidia, and SoftBank fueled gains, but Intel posted a $18.8 billion loss in 2024 and remains unprofitable. Wall Street remains cautious, with price targets below current levels. Intel’s $175 billion market cap trails AMD and Nvidia despite the rally.
21 October 2025
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Is Warner Bros. Discovery (WBD) the Next Big Media Stock? 75% YTD Surge Sparks Buzz

Warner Bros. Discovery Stock Soars on Sale Buzz – Is a Blockbuster Media Deal Brewing?

Warner Bros. Discovery shares jumped about 9% on October 21 after the company said it received unsolicited takeover interest and launched a review of strategic options. The board is weighing a sale or splitting off its studio and streaming arm. WBD reportedly rejected a $40 billion bid from Paramount Skydance as too low. The stock is up roughly 75% year-to-date, hitting multi-year highs near $20.
21 October 2025
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Bitcoin Boom & $500M AI Data Deal Send Bitfarms (BITF) Stock Soaring — 148% YTD Gains

Bitcoin Boom and AI Pivot Send Bitfarms (BITF) Stock Soaring – Will the Rally Last?

Bitfarms shares closed at $5.01 last week, up nearly 19% and about 148% year-to-date, after hitting a 52-week high of $6.20 on Oct. 14. The company named Jonathan Mir as CFO, replacing Jeff Lucas, and upsized a convertible note offering to $500 million. Bitfarms’ stock remains volatile, closely tracking Bitcoin, which topped $125,000 in early October. Analysts are positive but note Bitfarms is still unprofitable.
21 October 2025
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Ford Stock Plunges as Devastating Supplier Fire and Recalls Turn 2025 Into a Nightmare

Ford Stock Rocked by EV Slump & $1B Shock – Will Q3 Turn the Tide?

Ford shares traded near $12 on Oct. 21, steady from last week but still up about 20–25% for the year. A fire at a key Novelis supplier plant in September is expected to cut 2025 earnings by $500 million to $1 billion and disrupt F-150 production into 2026. Ford leads U.S. automakers in recalls this year, with 109, and faces a $165 million fine for slow recall execution. Third-quarter earnings are due Oct. 23.
21 October 2025
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Up 150% YTD: Navitas Semiconductor (NVTS) Rides the GaN Power Wave into AI’s Future

Nvidia-Fueled Frenzy: Navitas (NVTS) Stock Hits Record High in 750% Rally – Will the Surge Last?

Navitas Semiconductor shares jumped 18% to a record $17.10 on Oct. 20, 2025, after announcing a deal to supply power chips for NVIDIA’s AI data centers. The stock is up over 330% in 2025 and nearly 750% in six months. Trading volume surged to 90 million shares, about 3.5 times average. Analysts remain divided as the company pivots from chargers to AI and EV markets.
21 October 2025
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Oracle Stock’s Wild AI Ride: Soaring 70% YTD Then a Sudden Plunge – What’s Next for ORCL?

Oracle Stock’s Wild AI Ride: Soaring 70% YTD Then a Sudden Plunge – What’s Next for ORCL?

Oracle shares trade in the high $270s on Oct. 21, 2025, after plunging from over $300 last week. The stock dropped 6.9% on Oct. 17 and another 4.9% on Oct. 20 following profit-taking and doubts over Oracle’s AI targets. Despite the pullback, ORCL remains up about 70–75% year-to-date, fueled by major AI deals and a raised 2030 revenue goal. Market cap stands near $790 billion.
21 October 2025
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Amazon Stock Explodes and Stalls: AI Push, $2.5B FTC Twist, and $3 Trillion Dreams

Amazon Stock Unfazed by AWS Meltdown – Why Experts Still Call AMZN a Strong Buy

Amazon shares closed near $216 on Oct. 21, 2025, flat for the year despite a 1.6% rise after an Oct. 20 AWS outage. The stock has lagged the Nasdaq 100’s 20% gain in 2025. AWS revenue jumped 17% last quarter to $30.8 billion, while ad sales rose 22% to $15.7 billion. Analysts remain bullish, with 45 of 46 rating Amazon a “Buy” and targets in the mid-$260s.
21 October 2025
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Alphabet Stock Skyrockets to Record High Ahead of Q3 Earnings, Nears $3 Trillion Valuation

Alphabet Stock Skyrockets to Record High Ahead of Q3 Earnings, Nears $3 Trillion Valuation

Alphabet Inc. shares closed at a record $256 on October 20, 2025, pushing its market value near $3 trillion. The company plans over $24 billion in new AI infrastructure spending and is set to report Q3 earnings on October 29. A U.S. judge declined to break up Google’s core business last month, while U.K. and U.S. regulators imposed new oversight measures. Wall Street analysts raised price targets, citing strong AI and cloud growth.
21 October 2025
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NVIDIA Stock Set to Soar? Latest AI Boom & Stock Forecast Revealed

AI Gold Rush Sends Nvidia Soaring: NVDA Stock Near Highs as $100B OpenAI Deal, China Ban & New Chips Define 2025

Nvidia shares traded near $182 on Oct. 21, 2025, close to their record high of $195 set earlier this month. The company reported Q2 revenue of $46.7 billion, up 56% year-over-year, despite losing all China AI chip sales due to U.S. export bans. Nvidia announced major AI partnerships, including a $100 billion deal with OpenAI and a $5 billion stake in Intel. Wall Street remains bullish, with most analysts rating NVDA a “Buy.”
21 October 2025
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Battle of the EV Charging Standards: Tesla’s NACS vs. CCS2 vs. CHAdeMO – Who Will Rule the Roads in 2025?

Tesla Stock’s High-Stakes Surge: Record Sales, Price Cuts, and Musk’s $1 Trillion Gambit – What’s Next for TSLA?

Tesla stock traded near $445 on Oct. 21, close to its 52-week high, after the company reported record Q3 deliveries of 497,099 vehicles, beating estimates. Shares remain up about 80% for the year. Tesla recently launched cheaper Model 3 and Y versions, pressuring margins and prompting a 4% stock drop. Q3 earnings are due Oct. 22, with analysts expecting lower profits and muted outlook amid subsidy cuts and rising competition.
21 October 2025
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Gold Hits $4,000 as AI Frenzy Pushes Stocks Near Record – Boom or Bust Ahead?

Gold’s Record Surge and Shocking Slump: Inside 2025’s Wild Gold Ride

Gold prices hit a record $4,381 per ounce on Monday before plunging over 3% to $4,203 on Tuesday, the sharpest one-day drop in nearly five years. The selloff followed heavy profit-taking as the U.S. dollar strengthened and festival demand faded. Despite the pullback, gold remains up about 60% in 2025, with central banks and investors continuing to buy at historic levels. Silver also fell over 5% alongside gold’s drop.
21 October 2025
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Galaxy Digital (GLXY) Stock Soars on Massive Bitcoin Deal and Blowout Earnings

Galaxy Digital (GLXY) Stock Soars on Massive Bitcoin Deal and Blowout Earnings

Galaxy Digital stock jumped about 10% to $43 on October 21, 2025, after a 5% gain the previous day, reaching a one-year high. The surge followed blowout Q3 results: a $505 million profit, $28.4 billion in revenue, and a record 80,000 BTC sale. Rosenblatt Securities upgraded the stock and raised its price target to $44. Galaxy also secured a $460 million investment from a major asset manager.
21 October 2025
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Philip Morris (PM) Stock Surges as Forecast Raised Again – Smoke-Free Push Ignites Rally

Philip Morris (PM) Stock Surges as Forecast Raised Again – Smoke-Free Push Ignites Rally

Philip Morris International reported Q3 adjusted earnings of $2.24 per share, beating estimates and sending shares up 4–5% pre-market on October 21, 2025. The company raised its annual profit forecast for the third time this year to $7.46–$7.56 EPS. PMI increased its quarterly dividend to $1.47, yielding 3.7%. Wall Street maintains a “Moderate Buy” rating with an average $195 price target.
21 October 2025
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Volkswagen Faces Shutdown as Chip War Escalates – Global Auto Industry on Edge (Nexperia)

Volkswagen Faces Shutdown as Chip War Escalates – Global Auto Industry on Edge (Nexperia)

Volkswagen’s Wolfsburg plant faces possible downtime after a Netherlands–China dispute halted Nexperia chip deliveries. Automakers warn chip inventories could run out within weeks, risking global factory shutdowns. Spot prices for automotive chips have jumped up to 20% as companies scramble for alternatives. Talks between Dutch and Chinese officials are expected within days, but supply lines remain strained.
21 October 2025
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Stock Market Today

  • U.S. Stocks Mixed as Middle East Tensions Elevate Oil Prices; Oracle Beats Earnings Estimates
    March 12, 2026, 7:54 AM EDT. U.S. stock markets closed mixed on Wednesday as geopolitical tensions from the U.S.-Israel attack on Iran disrupted crude oil supplies, pushing prices sharply higher. The Dow Jones Industrial Average fell 0.6%, shedding 289 points, while the S&P 500 declined 0.1%. The tech-heavy Nasdaq Composite managed a modest 0.1% gain, supported by strong performances from major corporations. The International Energy Agency announced the release of 400 million barrels of oil to stabilize supply, yet crude futures settled above $87 per barrel for WTI and nearly $92 for Brent. Oracle posted a 21% rise in adjusted earnings per share, beating estimates with $1.79, driven by cloud infrastructure growth. Conversely, AeroVironment missed earnings expectations amid this volatile market backdrop. The CBOE Volatility Index fell 2.8%, reflecting mixed investor sentiment amid geopolitical uncertainty.

Latest article

What to Know About AI Stocks Before the US Market Open Today: Oracle Revives the Trade, Adobe Up Next

What to Know About AI Stocks Before the US Market Open Today: Oracle Revives the Trade, Adobe Up Next

12 March 2026
Oracle reported a 325% jump in contracted future revenue to $553 billion and raised its 2027 revenue target to $90 billion, driving AI stocks higher premarket despite oil prices weighing on futures. Nvidia announced a $2 billion investment in Nebius, while Meta unveiled four in-house AI chips. Amazon is seeking $37 billion in bonds to fund AI infrastructure. Atlassian will cut 1,600 jobs to shift focus to AI.
India Stock Market Today: Nifty Extends Slide as Oil Tops $100, Rupee Hits Record Low

India Stock Market Today: Nifty Extends Slide as Oil Tops $100, Rupee Hits Record Low

12 March 2026
India’s Nifty 50 fell 0.53% to 23,739.30 by mid-afternoon Thursday as oil prices topped $100 a barrel and the rupee hit a record low of 92.3575 per dollar. The Sensex dropped 1% in morning trade. Analysts warned higher oil could widen the current account deficit and slow growth. U.S. trade probes and regional market losses added to pressure.
Australia Stock Market Today: ASX 200 Drops 1.3% as $100 Oil Revives RBA Rate-Hike Fears

Australia Stock Market Today: ASX 200 Drops 1.3% as $100 Oil Revives RBA Rate-Hike Fears

12 March 2026
Australian shares fell 1.3% Thursday, with the S&P/ASX 200 closing at 8,629.00 after oil surged above $100 a barrel following attacks on Middle East fuel tankers. Financials dropped 1.5% and miners 1.7%, while energy stocks rose sharply. Traders now see a 75% chance of another Reserve Bank rate hike next week. The index is down over 6% in March, on track for its worst month since September 2022.
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