Today: 29 June 2026

Marcin Frąckiewicz

Marcin Frąckiewicz is the founder and CEO of TS2 Space, a satellite communications company serving customers around the world. A graduate of the Warsaw School of Economics (SGH), he has more than two decades of experience in telecommunications, satellite services and technology ventures. He writes about satellite communications, space technology, artificial intelligence and the stock market, with a particular focus on technology companies, semiconductors, emerging industries and the trends shaping global innovation.

Shell’s $2 Billion Nigeria Gas Gamble Ignites LNG Boom Amid $8 B Investment Surge

Shell’s Surprise Hedge Deal Turbocharges Bulgaria’s Battery Boom — Sunotec Locks 5‑Year Price Shield on 600+ MWh; Sungrow Secures 2.4 GWh Supply

Sunotec signed a five-year cross-border spread hedge with Shell Energy Europe for a 600+ MWh battery storage project in Bulgaria, aiming for commercial operation in Q2 2026. Sunotec also agreed to a 2.4 GWh BESS supply deal with Sungrow for Southeast Europe. Bulgaria’s RESTORE program recently awarded subsidies to 82 storage projects totaling about 9.7 GWh. Shell shares traded near $73.74, down 0.9% late morning UTC.
5 November 2025
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AI Chip Boom, Google’s New Tricks, and Hollywood’s Robot Wars – Today’s AI News Roundup

$500 Billion Vanishes From Chip Stocks: Is the AI Boom Finally Hitting a Wall?

A global semiconductor selloff erased about $500 billion in market value as AI valuation fears spread from Wall Street to Asia and Europe. South Korea’s Kospi dropped as much as 6.2% intraday, while U.S. chip stocks and ETFs fell sharply after the Nasdaq slid 2% on Nov 4. Beijing ordered state-backed data centers to use only domestic AI chips, hitting Nvidia, AMD, and Intel. China will suspend some U.S. tariffs but keep a 13% levy on soybeans.
5 November 2025
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AI & Quantum Frenzy Propels IBM Stock to New Heights – Will the Rally Last?

IBM’s Shock Q4 Layoffs: Thousands of Jobs Cut as Big Blue Doubles Down on AI and Software—What It Means for You and the Stock

IBM will cut thousands of jobs in Q4 2025, affecting up to 3% of its 270,000 global workforce. The company is shifting focus to higher-margin software, AI, and services after a slowdown in cloud software growth. U.S. headcount is expected to remain flat year over year. IBM shares fell nearly 2% Tuesday but are still up about 35% for the year.
5 November 2025
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BREAKING: Apple’s M5 Chip Revolution – New MacBook Pro, iPad Pro & Vision Pro Leaks Explode

Apple’s ‘Chromebook Killer’ Budget Mac Is Coming: Sub-$1,000 Price, iPhone Chip Inside, and a 2026 Launch Window

Apple plans to launch a low-cost Mac laptop in the first half of 2026, targeting students and budget buyers. The device, code-named “J700,” will feature an iPhone A-series chip and a sub-13.6-inch LCD, with pricing expected well under $1,000. Apple shares traded at $270.04, up 0.40% intraday Monday. Wedbush raised its AAPL target to $320 following recent earnings.
5 November 2025
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Trump Tariffs Spark Asian Market Meltdown: Stocks Dive, Rupee Crashes & Gold Soars

Tech Meltdown, Fed Fog: Wall Street Sours as Global Markets Grab the Lead — What It Means for Your Money Today

U.S. stocks fell sharply Tuesday, with the S&P 500 down 1.2% and Nasdaq off 2% as tech shares led losses. Nvidia and Palantir dropped, dragging semiconductors lower. The Fed’s recent rate cut was overshadowed by uncertainty over December’s decision. Asian markets followed, with Japan’s Nikkei plunging up to 4.7% overnight.
5 November 2025
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Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 05.11.2025

AMC Entertainment reported Q3 revenue of $1.3 billion, beating estimates despite a 3.6% annual decline. Adjusted EBITDA rose to $122.2 million, but operating margin dropped to 2.8% from 5.3% last year. Free cash flow was negative $81.1 million. Analysts project next-year revenue growth of 8.9%, below sector peers.
5 November 2025
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Pixel 10 vs. iPhone 17 – 2025 Flagship Showdown Leaks Reveal Shocking Upgrades

Pixel 10 Price Earthquake: Google’s Entire Lineup Just Dropped—Here’s What’s Real, What’s Hype, and What It Means for Your Wallet (and Alphabet’s Stock)

Google’s Pixel 10 lineup is discounted through Nov 9, with the Pixel 10 Pro Fold at $1,499—its first major price cut since launch. Deals are live at Amazon, Best Buy, and Google Store. The Pixel 10 series adds Qi2 magnetic charging; the Fold is the first IP68-rated foldable. Alphabet’s Q3 2025 revenue reached $102.3 billion, up 16% year-over-year.
5 November 2025
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Interstellar Visitor 3I/ATLAS Just Turned Blue and “Accelerated”—Here’s What Really Happened This Week

Interstellar Visitor 3I/ATLAS Just Turned Blue and “Accelerated”—Here’s What Really Happened This Week

3I/ATLAS showed a sharp brightening near perihelion, with brightness scaling as r^‑7.5, according to new analyses of solar observatory data. Space-based photometry found the object appeared distinctly bluer than the Sun, indicating gas emission dominated. First post-perihelion optical images were taken Oct. 31–Nov. 2 by Qicheng Zhang. Perihelion occurred Oct. 29 around 11:35 UTC, JPL reported.
5 November 2025
Don’t Miss October 2025’s Super Hunter’s Moon – A Dazzling Full Moon Spectacle

Biggest Supermoon of 2025, Beaver Moon & Taurid ‘Fireball’ Show Collide This Week

The year’s largest and brightest full moon, the Beaver Moon supermoon, peaks at 8:19 a.m. EST on November 5, 2025, coming within about 221,700 miles of Earth. The Southern Taurid meteor shower, expected to produce more fireballs than usual, coincides with the full moon, but the moon’s brightness will obscure most faint meteors. The Beaver Moon will not appear this large again until November 2026.
5 November 2025
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IBM Slashes Thousands of Jobs Amid AI Boom – Why Big Blue Is Cutting Staff Now

IBM Slashes Thousands of Jobs Amid AI Boom – Why Big Blue Is Cutting Staff Now

IBM will lay off a “low single-digit percentage” of its global workforce in Q4 2025, affecting thousands of jobs. The company says the cuts support a shift toward AI and software, with most reductions expected outside the U.S. IBM stock dipped 1–2% after the announcement, following a 30% rise earlier in the year. Roles in AI research, marketing, and cloud engineering are among those impacted.
5 November 2025
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Stocks Skyrocket to Record Highs as Fed Set to Cut Rates Again

Fed’s $50 Billion Repo Bailout: Credit Crunch Canary or Just Month-End Jitters?

The Federal Reserve injected $50 billion into the banking system on October 31, the largest liquidity boost since 2020, after overnight lending rates spiked above target. Banks tapped the Fed’s Standing Repo Facility in record amounts amid a month-end cash squeeze. The Fed halted quantitative tightening and will stop shrinking its balance sheet December 1. Analysts remain divided on whether the episode signals deeper financial stress.
5 November 2025
Billion-Dollar Brawl: Novo Nordisk and Pfizer Clash in High-Stakes Obesity Drug Takeover

Novo Nordisk’s Weight-Loss Drug Boom Hits a Wall – Wegovy Slowdown Sparks Stock Slump and Forecast Cut

Novo Nordisk cut its 2025 sales and profit outlook for the fourth time this year after third-quarter results missed forecasts, with Wegovy revenues below expectations. Operating profit fell 30% due to restructuring costs. The company faces rising competition from Eli Lilly and U.S. copycat drugs, as well as mounting pricing pressure. Shares have dropped up to 50% in 2025; Novo plans 9,000 job cuts and a $10 billion bid for Metsera.
5 November 2025
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Investors Beware: 7 Stocks to Avoid on October 22, 2025 Amid Alarming Warnings

Stocks Plunge on AI Bubble Fears as Wall Street Warns of a 20% Correction

The Nasdaq fell over 2% Tuesday, marking the sharpest U.S. stock drop in nearly a month as tech shares tumbled. Wall Street CEOs warned of a likely correction, fueling a global sell-off that sent Japan’s Nikkei down nearly 5% and South Korea’s Kospi off 6% at one point. Bitcoin also slid below $100,000 amid the broader retreat from risk. Uncertainty over Federal Reserve policy and a prolonged U.S. government shutdown added to market jitters.
5 November 2025
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Zeta Global (ZETA) – 17th Straight Beat & Raise Quarter Ignites AI-Cloud Rally – Analysts Eye ~$28 Target (≈+70% Upside)

Zeta Global (ZETA) – 17th Straight Beat & Raise Quarter Ignites AI-Cloud Rally – Analysts Eye ~$28 Target (≈+70% Upside)

Zeta (NYSE: ZETA) closed Nov. 4, 2025 at $16.70, down 5.2%, with after-hours trading near $18.06. Q3 revenue rose 26% year-over-year to $337.4 million, with net cash from operations up 68%. The company raised its FY2025 revenue outlook to $1.273–1.276 billion. Analyst consensus rates ZETA a “Strong Buy,” with an average 12-month price target of $28.
4 November 2025
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Rivian Slashes 600 Jobs as EV Demand Slumps – Stock Hits & Experts Sound Alarm

Rivian Rally or Risk? EV Start-up Stock Jumps on Q3 Beat, Layoffs & R2 Hype

Rivian reported Q3 2025 revenue of $1.56 billion, up 78% year-over-year, and delivered 13,201 vehicles, its highest quarterly total. The company turned a positive adjusted gross profit of $24 million and reaffirmed 2025 delivery guidance at 41,500–43,500 vehicles. Shares closed at $12.98 on Nov. 4, down 5.2%, with a market cap near $15.2 billion. Rivian announced 600 layoffs in October to cut costs.
4 November 2025
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Is ALAR Stock the Next AI Goldmine? Discover Alarum’s Explosive Run and What Analysts Are Saying

Is ALAR Stock the Next AI Goldmine? Discover Alarum’s Explosive Run and What Analysts Are Saying

Alarum Technologies (NYSE: ALAR) closed at $16.25 on Nov. 3, up roughly 55% year-to-date and about 150% in the past six months. Q2 2025 revenue reached $8.8 million with net profit at $0.3 million. The company forecasts Q3 revenue of $12.8 million, boosted by a new $3 million AI-data contract. Analyst consensus is bullish, with targets averaging $22; shares trade above key moving averages.
4 November 2025
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UPST Stock Rockets on AI Lending Growth – What’s Next?

UPST Stock Rockets on AI Lending Growth – What’s Next?

Upstart reported Q3 revenue of $277 million, up 71% year-over-year, and GAAP net income of $31.8 million after a loss last year. Loan originations reached $2.9 billion on 428,056 loans. Management guided Q4 revenue to $288 million and expects a modest GAAP profit. UPST closed at $46.20 on Nov. 4, down from the previous close of $47.50.
4 November 2025
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Axon Stock Rockets 420% Overseas as Wall Street Targets $1,000 – Should You Buy the Dip?

Axon Enterprise Rockets Past Revenue Goals – But EPS Miss Sends Stock Reeling

Axon reported Q3 2025 revenue of $711 million, up 31% year-over-year, led by 41% growth in Software & Services sales. The company posted a GAAP net loss of $2 million but non-GAAP net income of $98 million. Shares dropped about 14% after earnings, trading near $608, though the market cap remains around $56.9 billion. Management raised full-year revenue guidance to approximately $2.74 billion.
4 November 2025
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Stock Market Today

  • OSB Group Insiders Sold £3 Million in Shares, Signaling Possible Weakness
    June 29, 2026, 2:25 AM EDT. Insiders at OSB Group Plc (LON:OSB) sold approximately £3.0 million in shares over the past year, including a £2.8 million sale by CEO Andrew Golding at £5.91 per share, higher than the current price of £5.35. Insider sales have outpaced purchases, though recent transactions are roughly balanced with £13k sold and bought in the last quarter. Insider ownership stands at a modest 0.3%, valued at £5.6 million. While insider selling often signals caution, the mixed activity and relatively low insider ownership suggest uncertainty about the company's near-term prospects. Investors should consider these factors alongside broader market conditions when assessing OSB Group's outlook.

Latest articles

Trump-era loan caps could open door for private lenders in grad school market

Trump-era loan caps could open door for private lenders in grad school market

29 June 2026
July 1 federal loan caps slash Grad PLUS access, forcing many graduate and professional students to seek private loans; Sallie Mae projects up to 70% origination growth over several years, while SoFi reports record student-loan volume—investors now face a real-time test of how much demand shifts to private lenders as federal limits hit.
IREN Limited (NASDAQ:IREN) slides as Warriors badge faces AI revenue test

IREN Limited (NASDAQ:IREN) slides as Warriors badge faces AI revenue test

29 June 2026
IREN Limited (NASDAQ:IREN) plunged 21.3% to $47.21 over five straight down days despite announcing a record $50M+ annual Warriors jersey deal, as investors focused on the company’s not fully contracted $4.4B target ARR and high short interest at 19.74% of float, with Friday’s close near the lowest analyst target.
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