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.

Nvidia (NVDA) vs. Apple (AAPL) in 2025: YTD Performance, Market‑Cap Race, AI Catalysts, Valuations, and What to Watch Next (through Nov 7, 2025)

Nvidia (NVDA) vs. Apple (AAPL) in 2025: YTD Performance, Market‑Cap Race, AI Catalysts, Valuations, and What to Watch Next (through Nov 7, 2025)

Another record quarter. For Q2 FY2026, Nvidia posted $46.7B revenue and $41.1B from data centers, with Blackwell data‑center revenue rising 17% sequentially. CFO commentary noted no H20 sales to China that quarter and a one‑time $180M inventory release. NVIDIA Newsroom
7 November 2025
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Microsoft (MSFT) vs. Oracle (ORCL): 2025 YTD — Who’s Winning the AI-Cloud Race?

Microsoft (MSFT) vs. Oracle (ORCL): 2025 YTD — Who’s Winning the AI-Cloud Race?

In the fast-moving world of cloud infrastructure and artificial intelligence, two major players — Microsoft and Oracle — are carving competing paths. Their stock moves, strategies and risk profiles differ markedly. This article takes a detailed look at both companies as of Nov. 7, 2025: how they have performed this year, what the major catalysts are, and how the investment case stacks up.
7 November 2025
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US Stock Market Today (Nov. 7, 2025): Late Rebound Leaves Wall Street Mixed as Shutdown Talks Stir Hopes; Jobs Report Scrapped and Consumer Sentiment Sinks

US Stock Market Today (Nov. 7, 2025): Late Rebound Leaves Wall Street Mixed as Shutdown Talks Stir Hopes; Jobs Report Scrapped and Consumer Sentiment Sinks

Wall Street’s Friday session started risk‑off but improved into the close as dip‑buyers stepped in on chatter that Senate Democrats floated a pared‑back plan to reopen the government. That headline support helped the S&P 500 and Dow finish roughly unchanged while the Nasdaq stayed in the red, leaving the tech‑heavy gauge still on pace for its worst week since April. Wall Street Journal+2Bloomberg+2
7 November 2025
Berkshire Hathaway Today: Buffett’s “It’s Not Me” Deepfake Warning, BNSF’s Phoenix Setback, and GEICO’s Tracey Laws Tapped to Lead RAA

Berkshire Hathaway Today: Buffett’s “It’s Not Me” Deepfake Warning, BNSF’s Phoenix Setback, and GEICO’s Tracey Laws Tapped to Lead RAA

Berkshire Hathaway said it has identified several YouTube videos using AI‑generated images to mimic Warren Buffett and deliver advice he never gave. The company’s “It’s Not Me” release stresses that the audio is a tell—flat and robotic, not Buffett’s voice—and cautions viewers against being misled. Notably, Berkshire added that Buffett will share a separate message on philanthropy, Berkshire, and other matters on Monday, Nov. 10, to be posted on the company’s website. berkshirehathaway.com
7 November 2025
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Visa Inc. News Today (Nov. 7, 2025): V Shares Edge Lower as Markets Wobble; Zacks Dissects Q4 Beat; Nuvei Adds Visa Direct; Fresh 13F Moves and Key Dates

Visa Inc. News Today (Nov. 7, 2025): V Shares Edge Lower as Markets Wobble; Zacks Dissects Q4 Beat; Nuvei Adds Visa Direct; Fresh 13F Moves and Key Dates

Visa Inc. traded slightly lower Friday, with payments headlines centered on analyst takeaways from last week’s earnings, fresh institutional filings, and new ecosystem activity as partner Nuvei expanded its Visa Direct capabilities. Below is your concise, single‑day roundup of everything that moved the Visa story today. Reuters+1
7 November 2025
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Mastercard (MA) Today: Poland Hubs, Live Nation SA, Upward Deal, RS2 Issuing & Dividend — Nov 7, 2025

Mastercard (MA) Today: Poland Hubs, Live Nation SA, Upward Deal, RS2 Issuing & Dividend — Nov 7, 2025

Summary: Mastercard made headlines today with an expansion of its professional services footprint in Poland, a new live‑entertainment partnership in South Africa, startup and issuer developments in embedded finance, and the payment of its quarterly dividend. Here’s everything investors, partners, and readers need to know.
7 November 2025
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JPMorgan Chase Today: 13F Shows Bigger Bitcoin ETF Stake, Yodlee Data Pact, and BaFin’s €45M Fine — Nov 7, 2025

JPMorgan Chase Today: 13F Shows Bigger Bitcoin ETF Stake, Yodlee Data Pact, and BaFin’s €45M Fine — Nov 7, 2025

Dateline: New York — November 7, 2025. JPMorgan Chase & Co. featured prominently in Friday’s news cycle, filing its quarterly holdings report, expanding a long‑running data‑access partnership, and facing a record anti‑money‑laundering penalty in Germany. Below is a concise roundup of what changed today and why it matters to investors, customers, and the broader market.
7 November 2025
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Cisco (CSCO) Stock Today — November 7, 2025: Price Action, Partner Summit Fallout, Security Advisory, and Earnings Watch

Cisco (CSCO) Stock Today — November 7, 2025: Price Action, Partner Summit Fallout, Security Advisory, and Earnings Watch

Cisco Systems traded modestly lower on Friday amid a broader tech selloff that weighed on U.S. equities. The move comes at the end of a week dominated by Cisco’s Partner Summit announcements and fresh coverage of its AI-centric roadmap. Broader risk-off sentiment across tech added pressure into the close. Reuters
7 November 2025
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Netflix (NFLX) Stock Today — Nov 7, 2025: Price Moves, 10‑for‑1 Split Dates, ‘Stranger Things 5’ Teaser, and ‘Frankenstein’ Debut

Netflix (NFLX) Stock Today — Nov 7, 2025: Price Moves, 10‑for‑1 Split Dates, ‘Stranger Things 5’ Teaser, and ‘Frankenstein’ Debut

Summary: Netflix shares edged higher today as investors weighed the approaching 10‑for‑1 stock split, a fresh teaser for the final season of Stranger Things, and the streaming debut of Guillermo del Toro’s Frankenstein. Headlines also included the cancellation of the Jake Paul–Gervonta Davis fight, while this week’s ad‑business update kept attention on Netflix’s expanding live and advertising ambitions. Reuters+4PR Newswire+4The Guardian+4
7 November 2025
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Petrobras (PBR) jumps on Q3 results, R$12.16bn dividend and faster capex — Today, 7 November 2025

Petrobras (PBR) jumps on Q3 results, R$12.16bn dividend and faster capex — Today, 7 November 2025

Petróleo Brasileiro S.A. shares are higher today after the company’s third‑quarter print, a fresh dividend announcement and upbeat commentary on its 2025 investment pace. By 19:25 UTC, U.S.-listed PBR ADRs traded around $12.71 and PBR.A near $11.92. Brazilian preferreds PETR4 were also firmer in São Paulo around midday, at R$31.90. InfoMoney
7 November 2025
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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
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dLocal

NASDAQ: DLO 86/100
#5 ACCUMULATE

Tapestry

NYSE: TPR 84/100
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