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.

GPT‑5 Has Arrived: OpenAI’s Next‑Gen AI Stuns With Upgrades in Coding, Reasoning, and Safety

OpenAI’s $500B Shakeup, GPT-5 Unleashed and the World’s AI Revolution

OpenAI converted to a $500 billion public benefit corporation on Oct. 28, 2025, with its nonprofit foundation and Microsoft each holding about 27%. OpenAI launched GPT-5, rolled out new ChatGPT features, and announced major chip deals with AMD and Nvidia. Anthropic raised $13 billion and expanded Claude, while Google and Meta pushed new AI products. The EU nears final AI regulations as global policy scrutiny increases.
1 November 2025
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Tech Turmoil: iPhone 17 Stuns, Starlink Outage, Cyber Hacks & Chip Wars – Non-AI News Roundup (Sept 14–15, 2025)

AI Frenzy Unleashed: Nvidia Rockets to $5T, Google’s Gemini Enterprise Debuts, and Global AI Battles Heat Up

Nvidia became the world’s first $5 trillion company as demand for its AI chips soared. Microsoft and OpenAI reset their partnership, with OpenAI set to buy $250 billion more in Azure services and Microsoft dropping its right of first refusal. Google launched Gemini Enterprise for business AI, while Meta and Alphabet sharply increased AI spending. Intel is in talks to acquire SambaNova, and the US Energy Department partnered with AMD to build two new AI supercomputers.
1 November 2025
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AI Nightmare vs. AI Goldrush: Deepfake Death Threats, Suicides and Mis-ID Arrests Surge — Yet Nvidia, Google & Microsoft Stocks Hit Record Highs

AI Nightmare vs. AI Goldrush: Deepfake Death Threats, Suicides and Mis-ID Arrests Surge — Yet Nvidia, Google & Microsoft Stocks Hit Record Highs

Australian activist Caitlin Roper was targeted with AI-generated deepfake death threats and violent videos, The New York Times reports. In Detroit and New York, police jailed innocent men after flawed AI facial recognition misidentified them as suspects. Two U.S. teens died by suicide in 2025 after AI chatbot interactions or sextortion scams. U.S. courts and regulators warn current AI misuse causes real harm, including fabricated legal filings and hiring bias.
1 November 2025
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Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 01.11.2025

WTI and RBOB futures rose Friday as traders weighed possible U.S. strikes on Venezuela, Russian energy sanctions, and OPEC+ production plans. Gains were limited by a stronger dollar and weak China PMI. Teva shares jumped 8.1% last week amid DCF-based undervaluation signals. MKS Instruments closed at $143.71, near its estimated fair value, after a 53% three-month rally.
1 November 2025
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CAR FACTORIES ON THE BRINK: China-Dutch Chip Clash Sparks Global Auto Crisis – Trade Deal Offers Hope

CAR FACTORIES ON THE BRINK: China-Dutch Chip Clash Sparks Global Auto Crisis – Trade Deal Offers Hope

Nexperia halted chip deliveries from its China plant on Oct 26 after the Dutch government seized control of the company over national security concerns. China retaliated with an export ban, threatening global auto production as inventories dwindle. Automakers including Nissan and Honda warn of imminent shortages. High-level talks and a US–China trade truce may soon allow Nexperia chip exports to resume.
1 November 2025
Michigan Strikes AI Gold: $7B OpenAI-Oracle Data Center Deal Sparks Stock Frenzy

Michigan Strikes AI Gold: $7B OpenAI-Oracle Data Center Deal Sparks Stock Frenzy

OpenAI, Oracle, and Related Digital will build a $7 billion, 1-gigawatt AI data center in Saline Township, Michigan, the state’s first hyperscale facility. Construction starts in early 2026, creating about 2,500 union jobs and over 450 permanent positions. DTE Energy will supply 1.4 GW of power, with developers funding a $2 billion battery system. Michigan lawmakers recently approved new tax incentives for such projects.
1 November 2025
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Vanguard’s Crypto U-Turn: $10T Giant Opens Doors to Bitcoin ETFs

Bitcoin Blasts Back Over $110K – $200K Rally or $90K Plunge? Latest Updates (Nov 2025)

Bitcoin traded near $110,000 on Nov. 1, steady after a volatile October that saw prices swing between $105,000 and $125,000. Spot Bitcoin ETFs drew $6 billion in early October inflows, with institutional holdings now topping 1.5 million BTC. The U.S. passed the “GENIUS Act” for stablecoins and approved several spot BTC ETFs. Analysts see a breakout above $117,000 as key for further gains.
1 November 2025
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Luminar (LAZR) Stock Surges on Lidar Hype – Volvo & NVIDIA Deals Ignite Investor Interest

Luminar’s LIDAR Rollercoaster: Stock Rockets on Buyout Buzz, Then Plunges Amid Cash Crunch

Luminar shares plunged up to 45% on Oct. 31 after the company warned of a cash crunch and announced a 25% workforce cut. The firm reported $429 million in debt and just $74 million in cash, and may run out of funds by Q1 2026. Founder Austin Russell has proposed a buyout, but no deal is assured. CFO Thomas Fennimore will resign Nov. 13 amid ongoing financial turmoil.
1 November 2025
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Nasdaq Frenzy: Tech Titans’ AI-Fueled Surge Hits Records Ahead of Fed Cut & Earnings Bonanza

Amazon & Apple Earnings Ignite Market Rally as Tech Stocks Soar (But Fed Jitters Linger)

Amazon stock jumped nearly 10% to a record high after Q3 earnings and AWS growth beat forecasts, lifting the Nasdaq. Apple topped estimates but closed down 0.4% Friday as Tim Cook warned of supply issues. The Nasdaq rose 4.7% in October, its longest monthly winning streak since 2018. Nvidia briefly hit a $5 trillion valuation before slipping, while Coinbase surged 5% on strong results.
1 November 2025
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Palantir Stock Skyrockets on Massive UK AI-Defense Pact – Could PLTR Eclipse Oracle by 2030?

Palantir (PLTR) Stock Skyrockets to Record High as AI Boom Ignites 300% Rally – Could $200 Be Just the Start?

Palantir shares closed at $200.47 on Oct. 31, up about 300% year-to-date, with a market cap near $430 billion. The company secured a 10-year, up-to-$10 billion U.S. Army contract, deals with Lumen and Boeing, and a new NVIDIA partnership. Q2 revenue rose 48% to $1.004 billion, with net income at $327 million. Analysts remain divided; the median 12-month price target is $155–160, below current levels.
1 November 2025
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Rani Therapeutics (RANI) Stock Skyrockets ~200% on $1B Pharma Deal – Will the Rally Last?

Rani Therapeutics Stock Explodes on Obesity-Drug Breakthrough – Analysts Eye $10+ Targets

Rani Therapeutics stock surged 330% in October, closing at $2.20 on Nov. 1 after announcing a $1.085 billion licensing deal with Chugai and positive preclinical data for its oral semaglutide pill. The company, which has no approved products or meaningful revenue, raised $60.3 million in a private placement. Analysts rate RANI a Buy, but warn of high risk due to ongoing losses and no product sales.
1 November 2025
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NIO Stock Rollercoaster: Record EV Sales, Lawsuit Shock, and What’s Next for the Tesla Rival

China’s “Tesla Killer” NIO Stock Skyrockets (Or Crashes): Record Deliveries, Global Push & Lawsuit Drama

NIO delivered a record 40,397 EVs in October 2025, up 92.6% year-over-year, pushing year-to-date deliveries to 241,618. Shares fell nearly 10% on Oct. 16 after Singapore’s GIC filed a $600 million fraud lawsuit, but rebounded to around $7.25 by Nov. 1, up roughly 50% year-to-date. NIO’s market cap stands at $17.1 billion. The company reported negative earnings and a consensus “Hold” rating.
1 November 2025
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AMTD Digital (HKD) Stock Rockets 208% on 1,086% Revenue Blast – Bubble or Bargain?

AMTD Digital (HKD) Stock Rockets 208% on 1,086% Revenue Blast – Bubble or Bargain?

AMTD Digital reported H1 2025 revenue of $73.2 million, up 1,085.9% from a year earlier, with profit at $51.5 million, boosted by a $47.9 million one-time gain. Shares of HKD jumped 208% intraday on Oct 31 before closing up 75% at $2.95, as trading volume topped 100 million shares. Market cap reached about $930 million. The company recently pivoted to media and hospitality after acquiring TGE.
1 November 2025
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FuelCell Energy (FCEL) Stock Hits Peak Amid AI Hype – Is the Rally Sustainable?

FuelCell Energy (FCEL) Stock Hits Peak Amid AI Hype – Is the Rally Sustainable?

FCEL shares jumped 15.8% to $8.95 at the Oct. 31 close, capping a month of extreme volatility and heavy trading. The stock surged nearly 150% from August lows, hitting $11.43 mid-October before retreating. Q3 revenue doubled year-over-year, but net loss reached $91.9 million. Wall Street consensus remains Hold, with price targets near current levels.
1 November 2025
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QuantumScape (QS) Stock Rockets on Solid-State Battery Breakthrough – Analysts Split on Future

QuantumScape (QS) Stock Rockets 180% Amid Solid-State Battery Breakthroughs – What Analysts Are Saying

QuantumScape reported a Q3 2025 net loss of $105.8 million, or –$0.18 per share, slightly beating estimates. Shares surged to the mid-$17 range by October 31, up about 170–180% year-to-date, despite no revenue. The company began shipping B1 prototype solid-state cells and ended Q3 with $1 billion in cash. Volkswagen’s PowerCo and Corning signed new deals; analysts remain split on valuation.
1 November 2025
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Social Security Surprise: No SSI Check on Nov. 1 – See Why Your Payment Arrives Early

Social Security Surprise: No SSI Check on Nov. 1 – See Why Your Payment Arrives Early

SSI recipients will receive their November 2025 payment on October 31, as November 1 falls on a weekend. Regular Social Security payments for retirees and disabled beneficiaries remain on their usual November dates. The Social Security Administration confirmed no delays despite the government shutdown. A 2.8% cost-of-living adjustment will raise average benefits by about $56 per month in 2026.
31 October 2025
Biotech Boom: Cabaletta Bio’s CAR-T Trial Sparks 40% Stock Surge

Biotech Boom: Cabaletta Bio’s CAR-T Trial Sparks 40% Stock Surge

Cabaletta Bio shares surged up to 46% on Oct. 31, closing at $3.61 after strong CAR-T therapy data, with trading volume hitting 35.7 million shares. Phase 1/2 results showed major improvements in myositis and systemic sclerosis, and durable lupus nephritis remissions. The company remains pre-revenue, holding $194.7 million cash as of June 30. Wall Street analysts mostly rate CABA a “Buy,” with targets averaging $13–15.
31 October 2025
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FuelCell Energy Stock Skyrockets on AI Data Center Boom – 97% Revenue Surge Ignites Green Energy Hype

FuelCell Energy Stock Surges Amid AI Data-Center Boom – But Is It Worth the Hype?

FuelCell Energy closed at $7.73 on Oct. 30, down 5.5% for the day and off recent highs above $11. The stock is up about 2.6% year-to-date but remains 24% below its 52-week peak. Q3 FY2025 revenue nearly doubled to $46.7 million, though net loss widened to $91.9 million. Wall Street consensus rates FCEL a “Hold” with an average 12-month target near $8.78.
31 October 2025
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Rani Therapeutics (RANI) Stock Surges 150% on $1B+ Chugai Collaboration – Analysts Weigh In

Rani Therapeutics (RANI) Rockets 51% on Obesity Pill Breakthrough and $1B Pharma Deal

Rani Therapeutics shares closed at $2.20 on Oct. 31, up 51.7% for the day, following a $1.09 billion collaboration deal with Chugai Pharma and a $60.3 million equity raise. Trading volume surged, with nearly 172 million shares changing hands Oct. 20. Founder Mir Imran bought 2.08 million shares Oct. 27. Wall Street analysts now rate RANI a “Strong Buy” with average price targets near $10–11.
31 October 2025
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Stock Market Today

  • Nifty, Sensex End Lower Amid Profit Booking and US-Iran Talks Uncertainty
    June 29, 2026, 7:09 AM EDT. Indian equity markets closed lower on Monday as investors booked profits amid cautious sentiment over the US-Iran interim peace agreement's sustainability. The Nifty 50 dropped 0.46% to 23,946.25, while the BSE Sensex fell 0.48% to 76,728.37. Defensive sectors like pharma and healthcare outperformed, with Nifty Pharma rising 1.03%. Key sectoral indices including Nifty Auto and IT declined. Experts highlighted subdued expectations for the Q1FY27 earnings season, influenced by supply challenges, inflation, and a weak monsoon. Markets await US nonfarm payrolls data for insights on Federal Reserve policy. Brent crude oil rose 1.54% to $73.10 amid US-Iran tensions, while gold and silver prices declined. Asian markets mostly advanced, with Hong Kong's Hang Seng up 1.38%.

Latest articles

Bloom Energy (NYSE:BE) stock faces index-flow test after Friday selloff

Bloom Energy (NYSE:BE) stock faces index-flow test after Friday selloff

29 June 2026
Bloom Energy surged 6.07% premarket to $267.33 after a volatile Friday marked by a 504% volume spike and an 18.49% drop as it moved from the Russell 2000 to the Russell 1000 and Top 200 indexes, with analysts’ targets clustering around $267–$279 and revenue guidance raised to $3.4–$3.8 billion for 2026.
American Airlines stock gains as fuel relief meets July 4 travel rush

American Airlines stock gains as fuel relief meets July 4 travel rush

29 June 2026
American Airlines shares rose 1.8% to $17.87 in early trading, outpacing rivals as Brent crude fell 22% this month, easing fuel costs for the heavily indebted carrier whose $34.7 billion debt is 2.9 times its equity value; TSA projects record July 4 travel, but American’s modest capacity growth and narrow earnings guidance highlight ongoing risks.
Coeur Mining (CDE) falls under buyback price after S&P MidCap 400 debut

Coeur Mining (CDE) falls under buyback price after S&P MidCap 400 debut

29 June 2026
Coeur Mining traded at $15.84 in Monday’s premarket, about 16% below its May buyback average of $18.91, after Friday’s volume surged to 168.66 million shares—over four times the recent average—putting investor focus on buyback value and heavy trading just a week after its S&P MidCap 400 addition.
Opendoor stock: Russell 3000 debut puts OPEN volume and short interest on clock

Opendoor stock: Russell 3000 debut puts OPEN volume and short interest on clock

29 June 2026
Opendoor surged 1.63% to $4.37 on Friday as Russell 3000 inclusion triggered record volume—171.65 million shares, 4.48 times average and surpassing reported short interest of 153.72 million. Q2 revenue is forecast to rise 25% from Q1, with contribution margin targeted at 5–7%. Opendoor aims for adjusted net income positive by end of 2026.
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