Marcin Frąckiewicz

Marcin Frąckiewicz

Marcin Frąckiewicz is the founder and CEO of TS2 Space, a satellite communications company working with customers worldwide. His experience spans satellite communications, telecommunications and technology ventures. He graduated from the Warsaw School of Economics (SGH) and writes about space technology, artificial intelligence, stocks and the technology companies and industries he follows. Follow Marcin Frąckiewicz on Google News, Facebook or LinkedIn.

Nebius (NBIS) Stock Today — November 12, 2025: Q3 Earnings, $3B Meta Deal, and a New ATM Program

Nebius (NBIS) Stock Today — November 12, 2025: Q3 Earnings, $3B Meta Deal, and a New ATM Program

Nebius Group N.V. was under pressure in early trading as investors parsed fresh Q3 results and a new multi‑year contract. As of this morning, NBIS last closed at $109.95 with a recent session range of $99.83 – $114.56 and a market capitalization around $25.7B. Figures are based on delayed market data. google.com
12 November 2025
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Anthropic Poised to Beat OpenAI to Profitability as It Diversifies Beyond Nvidia — What’s New Today (Nov. 12, 2025)

Anthropic Poised to Beat OpenAI to Profitability as It Diversifies Beyond Nvidia — What’s New Today (Nov. 12, 2025)

Internal projections shared with investors show starkly different roads to the black for the two most closely watched AI startups. Anthropic outlines a path to break‑even in 2028, whereas OpenAI doesn’t project profitability until 2030. The figures were surfaced in a Wall Street Journal analysis and amplified by financial outlets on Tuesday and Wednesday. Investing.com
12 November 2025
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Nvidia (NVDA) Stock Today — Nov. 12, 2025: Premarket Rebound on Foxconn AI-Server Boom as SoftBank Exit Lingers; Earnings Set for Nov. 19

Nvidia (NVDA) Stock Today — Nov. 12, 2025: Premarket Rebound on Foxconn AI-Server Boom as SoftBank Exit Lingers; Earnings Set for Nov. 19

Nvidia shares are pointing higher in early trading on Wednesday after a key supplier signaled another leg of demand for AI infrastructure. The move comes a day after the stock slipped on headlines that SoftBank sold its entire Nvidia stake, shifting the narrative from a one‑off shareholder exit to the strength of the order book behind AI servers. Barron's+1
12 November 2025
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Bayer Q3 2025: Adjusted Profit Jumps as Company Books €934m in Litigation Charges—Guidance Intact, Shares Rise

Bayer Q3 2025: Adjusted Profit Jumps as Company Books €934m in Litigation Charges—Guidance Intact, Shares Rise

Germany’s Bayer posted a stronger‑than‑expected third quarter on Wednesday, even as it set aside additional money for U.S. glyphosate and PCB cases. The life‑sciences group kept its full‑year profit outlook, pointed to further one‑off burdens this year, and saw its shares climb intraday. Reuters+2n-tv+2
12 November 2025
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Night Sky Tonight, November 12, 2025: Severe Auroras Possible, Taurid ‘Fireballs,’ and a Close Mercury–Mars Pairing

Night Sky Tonight, November 12, 2025: Severe Auroras Possible, Taurid ‘Fireballs,’ and a Close Mercury–Mars Pairing

The U.S. Space Weather Prediction Center reports G4 geomagnetic storm levels were reached at 01:20 UTC on Nov. 12, with storming expected to continue into the night. In practical terms, that greatly boosts the odds of seeing the northern lights unusually far south when local skies are dark and clear. Keep watch after dusk, around local midnight, and toward dawn; auroras can surge in waves. NOAA Space Weather Prediction Center
12 November 2025
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Science Today — Nov. 12, 2025: Severe Auroras Sweep the Globe, Blue Origin Targets New Glenn Launch, Webb Spots Organic “Life Seeds” Beyond the Milky Way, Three Earth‑Size Worlds Found in a Two‑Sun System, Enceladus’ Ocean Looks Long‑Lived, and Earth’s Hidden Geology Fuels Ocean Volcanoes

Science Today — Nov. 12, 2025: Severe Auroras Sweep the Globe, Blue Origin Targets New Glenn Launch, Webb Spots Organic “Life Seeds” Beyond the Milky Way, Three Earth‑Size Worlds Found in a Two‑Sun System, Enceladus’ Ocean Looks Long‑Lived, and Earth’s Hidden Geology Fuels Ocean Volcanoes

Roundup of the biggest science stories breaking on November 12, 2025. From a rare G4 geomagnetic storm lighting up the skies to fresh clues about life-friendly chemistry and planetary formation, here’s what matters — and why.
12 November 2025
E.ON Confirms 2025 Outlook as Grid Investments Lift Nine‑Month EBITDA 10% to €7.4bn

E.ON Confirms 2025 Outlook as Grid Investments Lift Nine‑Month EBITDA 10% to €7.4bn

Frankfurt — November 12, 2025. E.ON said today that heavy spending on its electricity networks continued to pay off in the first nine months of 2025, with adjusted Group EBITDA up 10% to €7.4 billion and adjusted Group net income up 4% to €2.3 billion. The company kept its full‑year guidance in place as investment rose and the core networks business remained the main profit driver. Reuters+1
12 November 2025
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Infineon Lifts 2026 AI Power Revenue Target to €1.5bn as FY 2025 Lands in Line—Stock Jumps on DAX (12 November 2025)

Infineon Lifts 2026 AI Power Revenue Target to €1.5bn as FY 2025 Lands in Line—Stock Jumps on DAX (12 November 2025)

Munich — 12 November 2025. German chipmaker Infineon Technologies is leaning harder into the artificial‑intelligence build‑out. After reporting full‑year results broadly in line with guidance, the company sharply raised its 2026 sales goal for power‑supply solutions used in AI data centers—a move that sent the shares higher in Frankfurt trading. FT Markets+1
12 November 2025
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E.ON and RWE confirm 2025 outlooks as profits hold up — RWE stock pops on AI data‑centre momentum (Nov 12, 2025)

E.ON and RWE confirm 2025 outlooks as profits hold up — RWE stock pops on AI data‑centre momentum (Nov 12, 2025)

Germany’s two biggest listed utilities, E.ON and RWE, both reaffirmed their full‑year 2025 guidance today. E.ON posted higher nine‑month earnings on the back of heavy grid investment, while RWE beat profit expectations thanks to a one‑off gain from the sale of a UK data‑centre project and flagged a growing pipeline tied to AI infrastructure. Shares in RWE jumped to a fresh high in early trade.
12 November 2025
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US Stock Market Today, Nov. 12, 2025: Futures Climb as House Vote Aims to End Shutdown; CPI on Deck—What to Watch Before the Opening Bell

US Stock Market Today, Nov. 12, 2025: Futures Climb as House Vote Aims to End Shutdown; CPI on Deck—What to Watch Before the Opening Bell

Wall Street is leaning risk‑on in the pre‑market as investors eye a House vote that could end the record 42‑day federal shutdown and reopen key government data pipelines. Futures for the major indexes are higher, with the tone helped by resilient big‑cap earnings and fresh AI headlines. A packed macro slate—Fed speakers, energy reports and Thursday’s CPI—keeps the tape sensitive to headlines. Reuters+2Reuters+2
12 November 2025
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AI News Today (Nov 12, 2025): UK approves AI safety testing law, Google unveils ‘Private AI Compute,’ OpenAI opens Delhi office, Foxconn teases OpenAI tie‑up, and $750M floods legal‑AI

AI News Today (Nov 12, 2025): UK approves AI safety testing law, Google unveils ‘Private AI Compute,’ OpenAI opens Delhi office, Foxconn teases OpenAI tie‑up, and $750M floods legal‑AI

The UK government today announced legislation empowering designated AI developers and child‑protection bodies to probe models for their ability to generate illegal child sexual abuse material—a step intended to stop such content before it spreads online. The move comes as the Internet Watch Foundation reported AI‑CSAM cases more than doubled. The new rules also allow testing models for protections against extreme pornography and non‑consensual intimate imagery. GOV.UK
12 November 2025
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Silver Price Today (12 Nov 2025): XAG/USD holds near $51.8 as markets eye U.S. CPI and a House vote to reopen government

Silver Price Today (12 Nov 2025): XAG/USD holds near $51.8 as markets eye U.S. CPI and a House vote to reopen government

Silver’s short‑term path is tied closely to the U.S. dollar and interest‑rate expectations. With traders pricing in a strong chance of a December Fed cut, dips in the dollar have tended to lift XAG/USD; conversely, any dollar rebound caps intraday rallies. Today’s Reuters market wrap captured that push‑pull, noting silver up about 1% near $51.76 as gold steadied into the House vote. Reuters
12 November 2025
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AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

AerCap Holdings

NYSE: AER 92/100
#2 BUY

Uber Technologies

NYSE: UBER 90/100
#3 BUY

Taiwan Semiconductor Manufacturing

NYSE: TSM 89/100
#4 ACCUMULATE

dLocal

NASDAQ: DLO 86/100
#5 ACCUMULATE

Tapestry

NYSE: TPR 84/100
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Editorial model selection. Not personalised advice.