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. Follow Marcin Frąckiewicz on Google News, Facebook. or Linkedin.

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

After climbing to painful highs earlier in 2025, mortgage rates have finally pulled back in recent weeks – offering a dose of relief to homebuyers and refinancers. The average 30-year fixed-rate mortgage now hovers around 6.2% as of November 4nerdwallet.com. That’s down from the ~7%+ range seen at the start of the year and marks the lowest level for rates in about 14 monthsthemortgagereports.com. Freddie Mac’s weekly survey showed the 30-year average easing to 6.17% at the end of October, the fourth consecutive weekly drop and the lowest since late 2024themortgagereports.comthemortgagereports.com. The 15-year fixed now sits around 5.5–5.7% at many lenders, while popular hybrid adjustable-rate loans are averaging roughly 6.5–6.7% in their initial periodnerdwallet.comnerdwallet.com.
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 Technologies just delivered a record-breaking Q3 2025, extending its meteoric run as one of this year’s hottest AI stocks. The company reported $1.18 billion in revenue and $0.21 in adjusted EPS, comfortably topping analyst forecasts of ~$1.09 B and $0.17 Zerohedge. It was the fourth straight quarter of accelerating growth, fueled by Palantir’s push into enterprise AI. In response, management raised full-year 2025 guidance – now expecting ~$4.40 B in revenue and a hefty $2.15 B in adjusted operating profit Zerohedge Zerohedge.
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

Skywatchers are in for a treat as the year’s brightest full moon takes to the sky this week. November’s full moon – known as the Beaver Moon – will reach its peak illumination on the morning of November 5, 2025, and it’s no ordinary full moon. It’s a “supermoon”, meaning the moon is near its closest point to Earth in its orbit during its full phase. This makes the lunar disc appear a bit larger and a lot more luminous than usual. In fact, this Beaver Moon supermoon will be so luminous that its glow can even cast faint shadows on the ground at night, a rare effect only seen during the most intense full moonsnationalgeographic.com.
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 – best known for his prescient “Big Short” against the 2000s housing bubble – is now taking aim at the AI stock frenzy. In a regulatory filing for Q3 2025, Burry’s firm Scion Asset Management revealed huge new put option positions against two of the stock market’s hottest AI names: Nvidia and Palantir Technologiesmarkets.businessinsider.com. Put options are contracts that increase in value when the underlying stock falls, so these represent a high-conviction bet on a price decline. Scion’s disclosure showed put options on ~1,000,000 Nvidia shares and ~5,000,000 Palantir sharesmarkets.businessinsider.com, opened during the third quarter of 2025. Notably, Burry held no positions in either stock in the prior quartermarkets.businessinsider.com, underscoring that this is a fresh, deliberate wager. The combined notional value is enormous – comprising nearly 80% of Scion’s entire portfolio as of the filingx.com – making this one of Burry’s most concentrated bets ever made public.
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

Gold prices remain just under the historic highs as of early November 2025, capping a year of extraordinary gains. On November 4, spot gold traded around $3,970/oz, with December futures near $3,979/oz. Just weeks earlier, on October 20, gold hit an all-time record of approximately $4,381 per ounce, before pulling back on profit-taking and improving risk sentiment. Even after dipping from the peak, gold is up over 50% since January – a stunning rise that makes 2025 one of gold’s best years on record. For context, this time last year gold was trading in the mid-$2,000s; the metal’s ascent has added roughly $1,300 to its price in 2025 alone.
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 unveiled a multi-year cloud computing deal that ranks among the largest ever in tech. Under the agreement – valued at $38 billion over seven years – OpenAI will run and scale its advanced AI workloads on AWS’s “world-class infrastructure” starting immediatelyaboutamazon.com. In practical terms, AWS is provisioning OpenAI with vast computing capacity: on day one, OpenAI gains access to hundreds of thousands of NVIDIA GPU-based processors in AWS data centers, with the option to scale up to tens of millions of CPU cores for future growtharabianbusiness.com. AWS has deep experience operating clusters of over 500,000 chips securely at scalearabianbusiness.com, which will be leveraged to support OpenAI’s needs from model training to running popular services like ChatGPT.
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

A new threat actor playbook has emerged from North Korea’s shadowy cyber-espionage operations. In early November 2025, researchers revealed that the DPRK-linked group Kimsuky deployed a previously unknown malware dubbed “HttpTroy.” The twist? Kimsuky’s hackers delivered this backdoor under the guise of an innocuous VPN invoice emailwebpronews.com. The phishing emails were crafted to look like legitimate billing notices for a VPN service – a lure likely to trick busy professionals, especially in South Korean government and defense circles, which Kimsuky often targetswebpronews.com.
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 – one of the world’s largest IT consulting and services firms – announced a broad partnership with Anthropic, the San Francisco AI company behind the Claude chatbot. On November 4, 2025, Cognizant revealed it has begun deploying Anthropic’s Claude large language model across its client-facing platforms and will extend access to up to 350,000 of its employees worldwidemoneycontrol.com. This sweeping internal rollout makes Cognizant one of Anthropic’s biggest customers to datex.com. The professional-services giant will use Claude not only to enhance its own workforce productivity but also as a core offering to help clients “modernize and scale AI adoption” in their businessesfinviz.comfinviz.com.
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 enters November 2025 on a shaky footing yet remarkable footing: prices are holding around $106,000–$107,000 as of November 4, after a volatile start to the month that saw BTC briefly plunge under $105Kcrypto.news. Just days ago, Bitcoin was changing hands above $110K; the swift drop has erased roughly 14% from its recent local highcryptorank.iobusiness-standard.com. This volatility comes on the heels of an explosive October: Bitcoin rallied to a record ~$126,000 on Oct. 6 during a late-year surge, before a sharp reversal set incrypto.news. In fact, BTC has now lost ~17% from that peakbusiness-standard.com, snapping what had been a seven-year pattern of price gains every Octobercryptorank.io. Instead, October 2025 closed down ~4%, the first negative October since 2018cryptorank.io.
4 November 2025
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Wall Street’s $2 Billion Bet on the Future: NYSE Owner Goes All-In on Polymarket Prediction Markets

Crypto Betting Showdown: Polymarket Banned in Romania Amid $600M Election Bets, Yet Wall Street Bets $2B on Its U.S. Comeback

In late October 2025, Romanian authorities took aim at Polymarket after an unprecedented frenzy of crypto betting during the country’s elections. According to ONJN – Romania’s National Gambling Office – Polymarket facilitated roughly $600 million worth of wagers on Romania’s presidential race, plus another $15 million on Bucharest’s local electionsreadwrite.com. The platform allowed users to bet on election outcomes using cryptocurrency, a practice the regulator squarely categorizes as illegal gambling without a Romanian licensereadwrite.comreadwrite.com.
4 November 2025
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Nvidia Stock Near Record High as AI Mega-Deals Fuel $4 Trillion Rally – Is $300 Next?

Nvidia’s UAE Chip Deal: U.S. Greenlights Advanced AI Exports, Stocks Soar

In a groundbreaking move, the U.S. Commerce Department approved special export licenses for Microsoft to ship thousands of Nvidia’s top-tier AI chips to the UAEosoulmisrmagazine.com. This marks the first time a U.S. company has been cleared to send such advanced GPUs to the Gulf nation under updated export rulesosoulmisrmagazine.com. The approval, granted in late September 2025, was contingent on “updated and stringent technology safeguards” to ensure the hardware is used responsibly and doesn’t fall into the wrong handsosoulmisrmagazine.com. Microsoft hailed the decision in a blog post, emphasizing that “while the chips are powerful and the numbers are large, more important is their positive impact across the UAE”osoulmisrmagazine.com.
4 November 2025
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Solana’s $195 Lifeline: Can Bulls Turn This Dip Into a $250+ Comeback Rally?

Solana’s November Price Plunge: Why SOL Fell to $166 Despite Massive ETF Inflows

As of November 3, 2025, Solana is trading around $165–$170, having experienced a steep drop at the start of the month. On that day, SOL plunged roughly 11% in 24 hours, falling from the high-$180s to the mid-$160scoindesk.com. This one-day slide capped off a week of declines: just a week prior, Solana was changing hands above $200, meaning SOL has shed about 20% of its value over seven dayscoindesk.com. The pullback is notable given Solana’s strong rally earlier in the year – the coin hit a year-to-date high near $293 on January 19, 2025coinpaper.com.
4 November 2025
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Ethereum’s Nov 3 Price Plunge: Fed Jitters & $110M Hack Rock ETH – Is a Rebound Ahead?

Ethereum’s Nov 3 Price Plunge: Fed Jitters & $110M Hack Rock ETH – Is a Rebound Ahead?

Ethereum experienced a turbulent trading session on November 3, 2025, amid a wave of bearish news and market-wide sell-offs. The second-largest cryptocurrency saw its price swing wildly before closing sharply lower, as investors reacted to hawkish signals from the U.S. Federal Reserve and a major DeFi exploit on the Ethereum network. Below, we break down the day’s key price action, the top news headlines shaking the crypto markets, expert insights on what it all means, and what might lie ahead for Ethereum in both the short and long term.
4 November 2025
Interstellar Comet 3I/ATLAS Stuns Scientists with Surprising Bright Outburst and Ancient Origins

Interstellar Comet 3I/ATLAS Stuns Scientists with Surprising Bright Outburst and Ancient Origins

In July 2025, astronomers discovered something extraordinary: a dim, fuzzy comet hurtling toward the inner solar system on a path not bound to the Sun. Follow-up observations confirmed this object – now named 3I/ATLAS – was on a hyperbolic trajectory, meaning it came from interstellar space and would soon depart forever Nasa Wikipedia. The “3I” designation marks it as the third interstellar object ever observed, after the asteroid-like 1I/ʻOumuamua and comet 2I/Borisov Nasa. Unlike ʻOumuamua, 3I/ATLAS immediately showed typical comet behavior – a diffuse cloud of gas and dust around an icy nucleus Nasa. This firmly categorized it as an interstellar comet, akin to Borisov Space.
4 November 2025
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Hims & Hers Health Stock Skyrockets amid Weight-Loss Mania – But FDA Scrutiny Looms

Hims & Hers (HIMS) Stock Soars on Subscriber Surge and GLP-1 Deal Buzz – Nov 2025 Update

Hims & Hers Health’s stock closed on Nov 3, 2025 at $44.39, down about 2.3% for the daystockanalysis.com. This modest dip came amid a broader mixed market and ahead of the company’s earnings release after the bell. However, immediately following its Q3 earnings report that evening, HIMS shares jumped roughly 6% in after-hours trading, climbing to around $46.70investing.com. The post-market pop was driven by upbeat revenue and subscriber numbers, signaling renewed investor optimism.
4 November 2025
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Palantir-Lumen AI Deal Sparks Stock Rally – CEO Warns of “Arms Race”

Palantir’s AI-Fueled Stock Surge: PLTR Hits Record High Amid Big Deals and Bold Forecasts

Palantir’s stock has been on a meteoric rise in 2025. Shares currently trade around record highs – just above the $200 mark in early Novemberblockonomi.com – after an astonishing rally over the course of the year. Year-to-date, PLTR has more than doubled in value, handily beating the broader market. In fact, Palantir’s stock is up roughly 160–165% in 2025, ranking it among the S&P 500’s top-performing stocksinvestopedia.com. This surge far outpaces even other prominent “AI winners” like Nvidia, and leaves the benchmark S&P 500 in the dustreuters.com. The enthusiasm has propelled Palantir’s market capitalization to lofty heights, reflecting massive investor confidence in the company’s future.
4 November 2025
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Navitas (NVTS) Stock Skyrockets on NVIDIA AI Chip News — Record Rally Sparks Bull-Bear Debate

Navitas Semiconductor (NVTS) Stock Skyrockets on Nvidia Hype – Will GaN Power Pay Off?

Navitas Semiconductor’s stock has been on a wild ride in 2025. After beginning the year in the low-single digits, NVTS exploded upwards on a series of positive developments related to its GaN and SiC technology. By November 3, 2025, the stock closed at $12.25stockanalysis.com and was hovering around the mid-teens in the weeks prior – an astonishing climb of several hundred percent year-to-date. This performance stands in stark contrast to the broader market, and even within the semiconductor sector, Navitas has been an outlier gainer.
4 November 2025
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Palantir’s Shocking Reinvention: From Secretive Spy Tech to $400B Cult Lifestyle Brand

Palantir’s ‘Otherworldly’ Earnings & Wegovy Deal Buzz Spark After-Hours Stock Fireworks

Palantir Technologies delivered a record third quarter, easily topping analyst expectations on both revenue and profit. The company’s revenue jumped 63% year-over-year to $1.18 billion, with adjusted earnings of $0.21 per share – well above estimates of about $0.17investopedia.com. CEO Alex Karp credited booming demand for Palantir’s Artificial Intelligence Platform, especially among commercial customers. U.S. commercial revenue more than doubled to $397 million, outpacing even robust growth in government contractsinvestopedia.com. Karp hailed the commercial business as an “absolute juggernaut” and lauded the company’s “otherworldly” AI-driven growth in a letter to investorsinvestopedia.com.
4 November 2025
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Tokyo Stock Exchange Surges to Record Highs on AI Boom – Inside the Nov 3, 2025 Rally

Tokyo Stock Exchange Surges to Record Highs on AI Boom – Inside the Nov 3, 2025 Rally

Tokyo’s key stock indices soared to record heights as October 2025 wrapped up, setting the stage for a strong start to November. On the final trading day before the Culture Day holiday, the Nikkei 225 leapt by 2.1% to close at 52,411.34 – its highest level everreuters.com. This milestone also crowned an extraordinary October rally, with the Nikkei gaining 16.6% over the monthreuters.com. The TOPIX similarly notched an all-time closing high at 3,331.83reuters.com, after touching an intraday peak of 3,348. The strong finish reflects robust investor appetite across large-cap Japanese equities.
3 November 2025
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Stock Market Today

  • Blackstone Faces Exceeding Withdrawals in BCRED Despite Robust Q2 Results
    July 26, 2026, 5:29 PM EDT. Retail investors pulled out 10% from Blackstone's private credit fund BCRED during Q2, surpassing the 5% permitted redemption limit and weighing on Blackstone shares, which are down over 30% from their 52-week peak. Nevertheless, Blackstone posted a 26% increase in distributable earnings, reaching nearly $2 billion, with total inflows at $70 billion. Strong AI-related investments drove performance, as nine out of the top ten appreciating assets were connected to AI, and Blackstone continued to ramp up its AI-related ventures.