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.

ServiceNow’s AI Revolution: Record Growth, Stock Insights & Bold Moves in 2025

ServiceNow Stock Shines Amid AI Push and Bold Analyst Targets Ahead of Q3 Results

ServiceNow shares trade near $900, down 14% for the year and about 20% below their 52-week high. The company launched its “Zurich” AI platform update and secured major deals, including a U.S. government project and partnerships with NVIDIA and Genesys. Most analysts remain bullish, but some warn the stock’s valuation—over 100 times earnings—is high. CEO Bill McDermott sold $5.3 million in stock in August.
Lam Research Stock Soars on AI Chip Boom – What’s Next for LRCX?

Lam Research Stock Soars on AI Chip Boom – What’s Next for LRCX?

Lam Research shares traded near $141.51 on Oct. 19, up nearly 40% since August and far outpacing the tech sector. The company reports earnings Oct. 22, with analysts expecting $5.22 billion in revenue and $1.21 EPS for the September quarter. Lam raised its dividend in August and announced new chipmaking partnerships and products in September. Analyst sentiment is bullish but divided on further upside after a sharp rally.
19 October 2025
Qualcomm (QCOM) Stock: Poised to Soar on 5G/AI, or Falling Behind? Analysts Weigh In

Qualcomm Stock’s Wild Ride: New Chip Triumphs, China Shocks, and What’s Next for QCOM

Qualcomm shares closed at $163.45 Friday after a volatile week, rebounding 6% from lows sparked by a Chinese antitrust probe into its Autotalks deal. The company beat Q3 estimates and raised guidance, while new chip launches drew attention. Insiders trimmed holdings, but retail investors showed optimism. The stock remains about 10% below its 52-week high, with a market cap near $177 billion.
Annaly Capital (NLY) Rallies Near Highs on 13% Yield – Latest Stock News & Forecasts

Annaly Capital (NLY) Rallies Near Highs on 13% Yield – Latest Stock News & Forecasts

Annaly Capital Management closed Friday at $20.80, near its 52-week high of $22.45, after a 13% year-to-date gain. The mortgage REIT offers a 13.5% dividend yield following a payout hike in early 2025, but its dividend payout ratio exceeds 200% of GAAP earnings. Annaly recently partnered with PennyMac to acquire mortgage servicing rights and was removed from the FTSE All-World Index in September. Q3 earnings are due Oct. 22.
Datavault AI (DVLT) Stock Skyrockets on Bitcoin Deal & AI Hype – Is the 400% Rally Sustainable?

Datavault AI (DVLT) Stock Skyrockets on Bitcoin Deal & AI Hype – Is the 400% Rally Sustainable?

Datavault AI (NASDAQ: DVLT) surged over 400% in a month, fueled by AI and crypto speculation, and secured a $150 million Bitcoin investment from Scilex Holding. The company signed a letter of intent to acquire NYIAX and expanded partnerships with IBM. DVLT remains pre-revenue, posting a net loss last quarter, but management raised its 2025 outlook. Analyst sentiment is split, with a wide range of price targets.
Viking Therapeutics (VKTX) Rides Obesity Drug Wave: Stock Steadies as Analysts Eye Big Upside

Viking Therapeutics (VKTX) Rides Obesity Drug Wave: Stock Steadies as Analysts Eye Big Upside

Viking Therapeutics shares closed at $33.53 Friday, near recent highs after rebounding from a 40% drop in August. Its obesity drug VK2735 showed 12.2% weight loss in a Phase 2 trial but had a 20% dropout rate from side effects. Analysts see Viking as a possible acquisition target amid recent industry deals. The company holds over $800 million in cash and reports Q3 earnings on Oct. 22.
Microsoft (MSFT) Stock Update & Insight Report – 2 Oct 2025

Microsoft Nears $4 Trillion: AI Boom Propels Stock Rally, Analysts See $600 Ahead

Microsoft closed near $514 on Friday, just below its record high, with a market value near $3.8 trillion. Fiscal 2025 revenue rose 15% to $281.7 billion, driven by 34% growth in Azure cloud sales. The company recently signed a $17.4 billion AI supercomputer deal and joined a $40 billion data center consortium. Next earnings are due October 29.
Inside Salesforce’s Generative AI Revolution: How Marketing GPT and Einstein GPT Are Reshaping CRM

Salesforce Stock Soars on Bold $60B AI Bet – Will CRM’s Rally Last?

Salesforce shares jumped nearly 4% this week after the company set a $60 billion revenue target for FY2030 and unveiled new AI features at Dreamforce. Despite the rebound, CRM remains down about 27–29% for the year. Wall Street price targets for the stock vary widely, reflecting uncertainty over near-term growth. Salesforce continues to lag rivals like Oracle and Microsoft in 2025.
Netflix Stock Soars to Record Highs Amid Bold Deals and Streaming War Shake-Up

Netflix Stock Soars to Record Highs Amid Bold Deals and Streaming War Shake-Up

Netflix shares have surged about 70% in the past year, trading near $1,200 and sitting roughly 10% below their all-time high ahead of Q3 earnings on October 21. The company now reports over 300 million paid subscribers, with its ad-supported tier reaching more than 94 million users globally. Netflix will stream a live NFL game on Christmas Day and has announced a partnership with AB InBev for live event advertising.
Summit Therapeutics (SMMT) Stock Soars on Cancer Breakthrough – Can the Biotech’s Rally Hold?

Summit Therapeutics (SMMT) Stock Soars on Cancer Breakthrough – Can the Biotech’s Rally Hold?

Summit Therapeutics reported positive Phase 3 results for its cancer drug ivonescimab on Oct. 19, reducing disease progression risk by 40% in a key lung cancer trial. Shares closed at $20.99 on Oct. 17, down 4.5% that day but up 14% year-to-date. The company’s market cap stands near $15.6 billion after a 1,770% three-year surge. Summit will report Q3 earnings and present new data at ESMO on Oct. 20.
19 October 2025
Spruce Biosciences Skyrockets on FDA Breakthrough – Will SPRB’s Rally Last or Fade?

Spruce Biosciences (SPRB) Skyrockets 1,300% on FDA Breakthrough News – Experts Weigh In

Spruce Biosciences shares soared over 1,300% on October 6 after its lead drug for Sanfilippo Syndrome Type B received FDA Breakthrough Therapy status. The company raised $50 million in a private placement at $68 per share. SPRB traded in the mid-$150s on October 19, up from $8 before the announcement. Analyst opinions remain split, with a consensus price target below current levels.
19 October 2025
Advanced Micro Devices Stock (AMD): What to Know Before Markets Open on October 20, 2025

Advanced Micro Devices Stock (AMD): What to Know Before Markets Open on October 20, 2025

AMD stock surged nearly 80% in 2025, hitting a record $238.60 on Oct. 15 after announcing major AI chip deals with OpenAI and Oracle. The OpenAI agreement included a multi-year GPU supply and warrants for up to 10% of AMD shares. Analysts raised price targets to $300 or higher, citing strong AI momentum. AMD’s market cap stands near $350 billion as it challenges NVIDIA’s dominance.
19 October 2025
META Stock (META): What to Know Before Markets Open on October 20, 2025

META Stock (META): What to Know Before Markets Open on October 20, 2025

Meta Platforms’ stock closed at $716.92 Friday, up 0.68% and near record highs after a 25% rally this year. The company is finalizing a $30 billion private financing deal for a new AI data center in Louisiana, the largest such raise on record. Meta has lured top AI talent with multimillion-dollar offers and continues heavy investment in AI infrastructure. Q3 2025 earnings are due Oct. 29, with guidance of $47.5–50.5 billion in revenue.
19 October 2025
Awe-Dropping Apple Event 2025 Shocks with Ultra-Thin iPhone 17 Air, New Watches & More

APPLE Stock (AAPL): What to Know Before Markets Open on October 20, 2025.

Apple shares closed near $252 Friday, just below their all-time high of $260. The company launched new M5 chip devices last week without raising prices, and early iPhone 17 sales are running 10–15% above last year’s launch. Hardware chief John Ternus is seen as a top successor to CEO Tim Cook, while COO Jeff Williams will retire by end-2025. Wall Street remains split on Apple’s outlook ahead of October earnings.
19 October 2025
AI Gold Rush or Bubble? Tech’s Trillion-Dollar Question

AI Stocks: What to Know Before Markets Open on October 20, 2025

AMD shares hit a record high near $240 last week after major AI chip deals, up about 80% this year. Intel stock has surged 85% in 2025, while NVIDIA holds roughly 90% of the AI accelerator market. IBM stock climbed to multi-year highs after new AI launches and partnerships. Over half of fund managers now say AI stocks are in a bubble, according to a BofA survey.
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Stock Market Today

  • Dollar Edges Up on Rising 10-Year T-Note Yield and Oil Price Surge
    March 12, 2026, 5:16 AM EDT. The dollar index gained 0.32% fueled by a 5 basis points increase in the 10-year U.S. Treasury note yield, boosting interest rate differentials. A 4.6% jump in WTI crude oil prices added hawkish signals for Federal Reserve policy, supporting the dollar. February's U.S. Consumer Price Index (CPI) rose 0.3% month-over-month and 2.4% year-over-year, aligning with market expectations but still above the Fed's 2% inflation target. Tensions from the Iran conflict pushed oil to a 3.75-year high before settling near $87 per barrel. The G-7 announced a 400 million-barrel strategic oil reserve release to mitigate supply disruptions. Market swaps show a 0% chance of a March rate cut, with expectations of cuts in 2026. EUR/USD fell 0.35%, USD/JPY rose 0.57%, driven by dollar strength and energy price impacts.

Latest article

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 12.03.2026

12 March 2026
LIVEMarkets rolling coverageStarted: March 12, 2026, 12:00 AM EDTUpdated: March 12, 2026, 5:21 AM EDT Dollar Edges Up on Rising 10-Year T-Note Yield and Oil Price Surge March 12, 2026, 5:16 AM EDT. The dollar index gained 0.32% fueled by a 5 basis points increase in the 10-year U.S. Treasury note yield, boosting interest rate differentials. A 4.6% jump in WTI crude oil prices added hawkish signals for Federal Reserve policy, supporting the dollar. February's U.S. Consumer Price Index (CPI) rose 0.3% month-over-month and 2.4% year-over-year, aligning with market expectations but still above the Fed's 2% inflation target. Tensions from
XRP Price Today: Ripple’s Australia License Push Keeps XRP Near $1.40

XRP Price Today: Ripple’s Australia License Push Keeps XRP Near $1.40

11 March 2026
XRP traded near $1.40, down 1.4% Wednesday, after Ripple announced plans to acquire BC Payments Australia to secure an Australian Financial Services Licence. The move comes as Australia tightens licensing rules for digital-asset firms. Broader crypto markets remained cautious amid concerns over oil prices, Iran, and U.S. inflation. Ripple’s deal is pending completion.
Natural Gas Price Today: Europe Gas Holds Firm as Brussels Weighs Cap After Qatar Shock

Natural Gas Price Today: Europe Gas Holds Firm as Brussels Weighs Cap After Qatar Shock

11 March 2026
European natural gas prices held near 48 euros per megawatt hour Wednesday as Shell declared force majeure on Qatari LNG cargoes, with disruptions expected to hit from April. Asia is bidding up for replacement fuel, while Brussels considers subsidies or a price cap. LNG Canada increased shipments, but analysts warn Europe’s gas storage could end March far below average if Qatari supply issues persist.
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