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.

Sarepta Therapeutics (SRPT) Surges After FDA Greenlights Duchenne Gene Therapy – Is a Rebound Ahead?

Sarepta (SRPT) Stock Collapses 80% on FDA Bombshell – Is a Big Rebound Coming?

Sarepta Therapeutics shares plunged nearly 80% in 2025, falling from a high of $138.81 to around $15 after its Phase 3 ESSENCE trial failed and the FDA halted gene therapy trials following patient deaths. Q3 revenue beat estimates at $399.4 million, but the company posted a $179.9 million net loss. Sarepta restricted Elevidys sales to ambulatory patients after the FDA intervention. Analyst consensus is Hold, with a $34.50 average price target.
4 November 2025
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PTL Limited (PTLE) Stock Soars on Surprise Profit Amid Delisting Risks – Key Facts & Outlook

PTL Limited (PTLE) Stock Soars on Surprise Profit Amid Delisting Risks – Key Facts & Outlook

PTL Limited (NASDAQ: PTLE) closed at $0.1861 on Nov 3, up 13%, then surged to $0.31 pre-market Nov 4 after reporting a surprise first-half profit of $1.21 million. The stock remains down about 97% year-to-date and faces Nasdaq delisting warnings. PTLE’s market cap stands near $7 million. Shares remain highly volatile, with a 52-week range of $0.14 to $15.78.
4 November 2025
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Denny’s Stock Soars on Buyout Bombshell – $620 M Deal, Q3 Misses & What’s Next

Denny’s Stock Soars on Buyout Bombshell – $620 M Deal, Q3 Misses & What’s Next

Denny’s shares surged nearly 46% to $6.20 on Nov. 4, 2025, after announcing a $620 million go-private deal at $6.25 per share. The board approved the all-cash buyout by TriArtisan Capital, Treville Capital, and Yadav Enterprises, with closing expected by Q1 2026. Q3 revenue missed estimates at $113.2 million, and net income fell short at $0.6 million. Same-restaurant sales dropped 2.9% at Denny’s locations.
4 November 2025
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UniQure’s Roller-Coaster: Gene Therapy Breakthrough, FDA Setback, and What’s Next for QURE Stock

UniQure Stock Plunges 50% on FDA Shocker – What’s Next for QURE’s Gene Therapy Ambitions?

uniQure shares plunged over 50% after the FDA said data for its Huntington’s disease gene therapy is not sufficient for approval, reversing earlier guidance. The stock dropped from about $68 to $34, wiping out roughly half its market value. Analysts called it a major regulatory setback, with some cutting price targets. Shareholder rights law firms launched investigations following the 57% one-day decline.
4 November 2025
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Bitcoin Miner to AI Cloud Sensation: Why Iris Energy (IREN) Stock Is Soaring in 2025

From Bitcoin Miner to AI Cloud Powerhouse: Iris Energy’s Meteoric Rise (IREN Stock Soars on $9.7B Microsoft Deal)

Iris Energy (IREN) closed at $67.75 on Nov. 3, 2025, after announcing a $9.7 billion, five-year AI cloud contract with Microsoft, sending shares up 11.5%. The company’s market cap now tops $16.5 billion, up from $1 billion at the start of 2025. IREN posted FY2025 revenue of $501 million and net income of $86.9 million, driven by its pivot to AI cloud services and continued Bitcoin mining.
4 November 2025
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Record 2026 Tax Refund Surge Looms as New Tax Cuts Fuel a $50 Billion “Stimulus”

Walmart Stock Soars on Tech & Holiday Buzz – Key Facts & Bold Predictions (Nov 2025 Update)

Walmart shares traded near $101.5 on November 4, close to a 52-week high and up 24% year-over-year. The company reported Q2 FY2026 net income of $7.2 billion, up 52%, and raised its full-year sales outlook. Walmart recently launched new AI shopping tools and partnered with Eli Lilly to offer discounted Zepbound. Wall Street remains bullish, with 31 of 32 analysts rating the stock a “Buy.”
4 November 2025
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Lenskart IPO Frenzy: Sky-High Valuation Meets Surging Demand – Will Investors See Big Gains?

Lenskart IPO Frenzy: 7x Oversubscribed Amid Grey Market Jitters – Is Groww’s IPO the Safer Bet?

Lenskart’s ₹7,278 crore IPO was subscribed about 7 times, led by non-institutional bids at 10.2×. Shares list November 10, with grey market premiums cooling to ~14% above the ₹402 issue price. The IPO values Lenskart near ₹70,000 crore, or ~235× FY25 earnings, sparking debate over rich pricing. Brokerages mostly recommend subscribing, but some experts warn of stretched valuations and possible correction.
4 November 2025
Nasdaq Stumbles as Fed Jitters Mount, Intel Soars, Tariffs Rattle Tech Markets

AI Rally Hits Speed Bump as Futures Fall – Key Facts Before the Nov. 4 Market Open

U.S. stock futures fell sharply early Tuesday, with Nasdaq 100 futures down 1.2% and S&P 500 off 0.9%. The drop follows a stalled tech rally and overnight losses in Europe and Asia. Key economic data releases are delayed by a government shutdown, adding to market uncertainty. Palantir shares slid over 4% despite strong earnings, while Bitcoin dropped 3% to around $104,000.
4 November 2025
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IREN Stock Today (Sept 26, 2025): AI Cloud Moonshot Meets Wall Street Reality Check—Is the Rally Just Pausing or Running Out of Fuel?

Iren S.p.A. Stock Soars in 2025 Rally – Analysts Pump the Brakes Ahead of Big Strategic Reveal

Iren S.p.A. shares traded near €2.56 in early November 2025, up over 30% since January and close to their year-to-date high. The stock dipped 6–8% in late October after analysts at Kepler Cheuvreux and Equita SIM downgraded it to “Hold” ahead of quarterly results. First-half 2025 revenue rose 29% to €3.486 billion, with net profit up 24% to €184 million. Iren’s 2025 dividend reached €0.128 per share.
4 November 2025
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Dalal Street in Turmoil: Sensex Plunges 2,500 Points in a Week – Should You Buy the Dip or Brace for More?

Indian Stock Market Plunges! Sensex Crashes 500 Points, ₹2 Lakh Crore Lost – Here’s Why

The BSE Sensex dropped 519 points to 83,459 and the NSE Nifty 50 fell 166 points to 25,597, erasing recent gains and pushing Nifty below 25,600 for the first time in weeks. Investors lost over ₹2 lakh crore in market value as nearly all sectors declined. Weak global markets and continued foreign investor outflows weighed on sentiment. Dow Jones futures and major European and Asian indices also traded sharply lower.
4 November 2025
Fed Cuts Rates Amid Data “Fog” – Stocks Hit Record Highs as More Easing Likely

Mortgage Rates Hit Yearly Low After Fed’s Cut – Why Experts Say 3% Mortgages Are Gone for Good

Average 30-year mortgage rates dropped to 6.2% in early November, the lowest in over a year. Home sales hit a 30-year low, with just 2.8% of U.S. homes changing hands in the first nine months of 2025. The Federal Reserve cut rates last week, but long-term bond yields rose, limiting further mortgage rate declines. Housing affordability remains about 70% worse than before 2020.
4 November 2025
Palantir’s $500 Billion AI Surge: Record Earnings, Stock Whiplash & What’s Next for PLTR

Palantir’s $500 Billion AI Surge: Record Earnings, Stock Whiplash & What’s Next for PLTR

Palantir’s Q3 2025 revenue surged 63% year-over-year to $1.18 billion, with adjusted EPS of $0.21, beating estimates and raising full-year guidance to $4.4 billion. Shares hit a record near $220 before dropping 4% as investors took profits. U.S. commercial revenue more than doubled, now surpassing government sales. The stock remains volatile, with analysts split over its high valuation.
4 November 2025
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Beaver Moon 2025: November’s Supermoon Spectacle Illuminates Sky and Storytelling

Don’t Miss the Beaver Moon – 2025’s Brightest Supermoon Peaks This Week

November’s full moon, known as the Beaver Moon, will be a supermoon and the largest, brightest full moon of 2025. It turns full at 8:19 a.m. ET on Nov. 5, coming within about 221,800 miles of Earth—the closest full moon since February 2019. The moon will appear about 14% bigger and 30% brighter than the year’s dimmest full moon. It will be visible on the nights of Nov. 4, 5, and 6.
4 November 2025
Michael Burry’s $1.1 Billion Bet: Will the AI Stock Bubble Burst on Nvidia and Palantir?

Michael Burry’s $1.1 Billion Bet: Will the AI Stock Bubble Burst on Nvidia and Palantir?

Michael Burry’s Scion Asset Management disclosed $1.1 billion in put options against Nvidia and Palantir, targeting about 1 million Nvidia and 5 million Palantir shares. These bearish bets now make up nearly 80% of Scion’s portfolio. Nvidia and Palantir have surged over 50% and 170% year-to-date, respectively, amid AI-driven rallies. Burry warns the current AI boom resembles the 2000 dot-com bubble.
4 November 2025
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Gold Soars Past $4,000 for the First Time – Inside the Historic Rally and What’s Next

Gold Near $4,000: Inside 2025’s Historic Price Surge and the Road Ahead

Spot gold traded near $3,970 an ounce on November 4, 2025, down about 8% from its October 20 record of $4,381. Prices remain up roughly 50–55% year-to-date, the strongest rally in decades, fueled by Fed rate cuts and safe-haven demand. The U.S. dollar’s rebound and Fed caution on further easing have slowed gold’s advance. Central banks continue heavy buying, with global reserves at a record 24% in gold.
4 November 2025
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Amazon’s $38 Billion OpenAI Deal Makes Bezos $10 B Richer and Ignites the AI Cloud Wars

Amazon’s $38 Billion OpenAI Deal Makes Bezos $10 B Richer and Ignites the AI Cloud Wars

Amazon Web Services and OpenAI signed a seven-year, $38 billion cloud deal, giving OpenAI immediate access to hundreds of thousands of NVIDIA chips on AWS. The agreement follows OpenAI’s move to diversify beyond Microsoft and is part of over $1 trillion in cloud and chip commitments. Amazon shares rose 4–5% on the news, adding nearly $140 billion to its market value. NVIDIA stock also climbed about 2%.
4 November 2025
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Kwangmyong: Inside North Korea’s National Intranet Service

North Korea’s ‘HttpTroy’ Backdoor Exposed – Inside the Stealth Hack Shaking Cybersecurity and Stocks

North Korea’s Kimsuky group deployed a new backdoor, HttpTroy, through phishing emails disguised as VPN invoices, giving attackers full system control and evading detection with encrypted web traffic. The Lazarus Group launched upgraded BLINDINGCAN malware in parallel attacks on North American targets, using a multi-stage dropper and advanced evasion tactics. Both campaigns use encryption and stealth techniques to bypass standard antivirus tools.
4 November 2025
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Anthropic’s Private Shares Soar to $185 Amid AI Frenzy – $183B Valuation, Major Deals & $1.5B Lawsuit

Cognizant’s Massive AI Bet: 350,000 Employees to Get Anthropic’s Claude as Stock Outlook Soars

Cognizant will deploy Anthropic’s Claude AI tools to up to 350,000 employees, making it one of Anthropic’s largest enterprise customers. The rollout includes Claude Code for software development and aims to help clients integrate AI into existing systems. Anthropic, backed by Amazon, is expanding globally amid rising competition with OpenAI and Google.
4 November 2025
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Bitcoin Plunges Below $107K as Crypto Markets Reset – Experts See “Controlled” Dip

Bitcoin’s $100K Rollercoaster: Wild Swings, Big News, and Bold 2025 Crypto Forecasts

Bitcoin trades near $106,500 on Nov. 4, 2025, after falling from a $126,000 peak in early October. A 15% October drop ended its seven-year “Uptober” streak as U.S.-China trade tensions, Fed policy, and a $128M DeFi hack triggered over $1 billion in liquidations. The Crypto Fear & Greed Index hit “extreme fear,” with spot ETFs posting $320M in outflows on Nov. 3. Major altcoins and crypto stocks also declined sharply.
4 November 2025
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Stock Market Today

  • FTSE 100 Expected To Open Flat Amid Weak UK Growth Outlook
    June 29, 2026, 3:43 AM EDT. The FTSE 100 index is poised for a flat open following a June survey revealing the lowest UK firms' growth expectations this year. Despite the sluggish growth mood, pharmaceutical company Haleon is reportedly considering a bid for U.S. supplements maker Thorne. The survey results reflect cautious business sentiment in the UK, impacting market momentum early in the trading day.

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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