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.

NVIDIA’s Stock Soars to New Highs – Analysts Eye Further Gains

NVIDIA Stock Surges to Record Heights – Is the AI Boom Unstoppable? Market Open Preview — Nov 3, 2025.

Key Facts: – NVIDIA closed around $202.5 on Oct 31, 2025marketbeat.com. Last week it hit ~$207, briefly making NVDA the first-ever $5 trillion companyreuters.comts2.tech. Since late October, shares have oscillated ~$180–207ts2.techmarketbeat.com, so the stock currently sits near all-time highs. Year-to-date NVDA has gained roughly 50%ts2.tech, far outpacing broad indexes. CEO Jensen Huang sold ~25,000 shares on Oct 29 under a pre-set plants2.tech, part of ~$1.5B insiders have taken off the table in 2025. In the latest quarter, revenue jumped 56% YoY to $46.7Bts2.tech with ~72% gross margin – driving the rally. Analysts are overwhelmingly bullish: 46 of 49 rate NVDA a Buymarketbeat.com, and the average 12-month price target implies ~15% upsidemarketbeat.com. Nvidia reports Q3 results Nov. 19reuters.com. Macroeconomic tailwinds – e.g. a modest Fed rate cut coupled with “higher-for-longer” cautionts2.tech and a U.S.–China trade trucets2.tech – have bolstered tech stocks. Sector peers also shine: AMD is up on its own AI dealsts2.tech, while Intel lags behind in AI chips. Overall, NVDA is the clear leader of the “Magnificent Seven” tech rallyts2.techts2.tech.
Microsoft Stock Soars on AI and Cloud Frenzy – Analysts Eye $600+ Price Targets

Microsoft Stock Soars Toward $600? AI Boom, Earnings & Analyst Targets Before Nov. 3, 2025

With its recent earnings beat and aggressive AI/cloud investments, Microsoft remains the poster child of the “AI and cloud” rallyxtb.comts2.tech. Many experts see continued momentum. Morgan Stanley notes “durable top-line demand” and flagged MSFT as a buy on any weaknessinvesting.cominvesting.com. Stonehage Fleming’s Gerrit Smit observes MSFT is “becoming more of a cloud infrastructure business and a leader in enterprise AI”ts2.tech. Consensus forecasts generally target $600+ by mid-2026, reflecting confidence that AI-driven growth will persist.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Alphabet Stock Skyrockets on AI Boom – Is $300 Next? Market Open Preview — Nov 3, 2025

Alphabet’s momentum comes from booming ad sales and AI cloud spending. The company’s October 2025 results blew past expectations, proving that Google Search still dominates and that Google Cloud is hitting its stride. CEO Sundar Pichai says Alphabet is “investing to meet customer demand” across its businessesreuters.com. As Northwestern Mutual’s Matt Stucky notes, “continued strength in search is helping to dispel negative sentiment” about AI cannibalizing Google’s corereuters.com. In other words, Google’s core cash-cow is healthy again, while new AI-driven offerings fuel further growth.
Amazon’s Stock Skyrockets: Q3 Beat, Cloud and AI Boom Fuel Rally

Amazon Stock Skyrockets on Q3 Blowout – Could $300 Be Next? Pre-Market Brief — Nov 3, 2025

Amazon ended Friday, Oct. 31 at $244.22 on the NASDAQ, a +9.58% gain from the prior closereuters.com. This was one of AMZN’s largest one-day moves in years, driven by the blowout earnings report. For the week, the stock climbed from the mid-$220s to the mid-$240s, a roughly +8% weekly rise. Year-to-date, Amazon is now up roughly 10–12%, a big improvement from being essentially flat earlier in Octoberts2.techreuters.com. According to Reuters, Amazon’s 2025 return was the laggard among the so-called “Magnificent Seven” before this rallyreuters.com, but the recent pop has helped catch it up.
2 November 2025
Apple Stock Hits New Heights: iPhone 17 Supercycle, Analyst Split, and 2025 Outlook Revealed

Apple Stock Poised for Explosive Rally? AAPL Pre-Market Report – Nov 3, 2025

In summary, Apple heads into Nov 3 on solid footing: fresh highs, record Q4 results, and bullish guidancets2.techreuters.com. Analysts acknowledge the strong iPhone cycle but warn expectations are hights2.tech. The pre-market pulse suggests cautious optimism – AAPL’s trajectory will likely mirror the broader market mood on tech and policy, making today’s open a pivotal test of the rally’s durability.
India’s “Bahubali” Rocket to Launch 4.4-Ton Heaviest-Ever Military Satellite – Countdown to Nov 2 Blastoff

India’s “Bahubali” Rocket to Launch 4.4-Ton Heaviest-Ever Military Satellite – Countdown to Nov 2 Blastoff

On Nov 2 evening, ISRO will attempt a landmark mission by launching CMS-03 – also known as GSAT-7R – atop its powerful LVM3-M5 launcher. The satellite, dedicated to the Indian Navy, aims to bolster India’s maritime communications and domain awareness. At liftoff, the 43.5 m-tall “Bahubali” rocket will carry CMS-03 into a geostationary transfer orbit, from which the spacecraft will later circularize to geostationary orbit. Weighing roughly 9,700 lbs, CMS-03 will become the heaviest communications satellite launched by an Indian rocketspace.commoneycontrol.com. ISRO itself calls this a record: it will be the first time a satellite over 4 tonnes is put into distant orbit from Indian soil.
2 November 2025
XRP Price Jumps Back After Wild Swing – Ripple’s Token Eyes ETF Catalyst in Volatile Crypto Market

XRP Price Skyrockets 40% – Will Ripple Hit $5 by 2025? Experts Weigh In

Ripple’s XRP sits at multi-year highs after a volatile October. As of late Oct 2025, Bitcoin trades near $110K and Ethereum ~$3,800ts2.tech, so XRP’s ~$2.50 price represents roughly 3–4% of total crypto market capts2.tech. In fact, XRP’s market cap places it among the top five cryptocurrenciests2.tech. The token briefly topped $3.00 in early October before last week’s pullbackts2.tech. Overall market capitalization of all cryptos is around $3.8 trillionreuters.com, and crypto investor sentiment has been cautiously optimistic given recent regulatory wins.
2 November 2025
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 02.11.2025

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Bitcoin Plunges Below $107K as Crypto Markets Reset – Experts See “Controlled” Dip

Bitcoin Hits $110K: Bull Run to $200K or a Downward Slide to $80K? Latest Crypto Market Update

Key Facts: As of Nov 2, 2025, Bitcoin trades around $110,000ts2.techtwelvedata.com. In early October BTC briefly hit a record ~$125K before a sudden pullback to ~$104K mid-month amid U.S.–China trade tensionsts2.techts2.tech. Last week Bitcoin ranged roughly $107K–$116Kts2.techts2.tech. The Fed cut rates 25 bp on Oct 29, but Powell’s cautious tone dented risk appetitecoindesk.comts2.tech. Recent market drivers include eased U.S.–China trade fearscoindesk.comts2.tech and record inflows into Bitcoin ETFsts2.techts2.tech. Major players continue accumulating BTC: over 170 public companies now hold >1 million BTCts2.techts2.tech, and Coinbase added about $300 million in Q3ts2.techcoinmarketcap.com. Regulatory news has been positive: the U.S. passed a stablecoin law and the SEC approved multiple spot Bitcoin ETFsts2.tech. Globally, the EU’s MiCA regime and new SEC ETF rules took effect, encouraging more crypto ETF applicationsts2.techts2.tech. In the broader crypto market, Ethereum trades near $3,900changelly.comts2.tech, Solana around $185 with strong on-chain growthbravenewcoin.com, and other altcoins mostly tread water or dipped modestlycoindesk.comts2.tech. Analysts remain split: bullish forecasts see BTC reaching six figures by 2026coindesk.comts2.tech, while some models warn of a correction toward ~$60K–$80K if a recession or shock hitsts2.tech.
Gold Hits $4,000 as AI Frenzy Pushes Stocks Near Record – Boom or Bust Ahead?

Gold Price Explodes to Record Highs – Could $5,000/Oz Be Next?

Key Facts: Gold was trading around $4,015/oz on Nov 1, 2025economictimes.indiatimes.com, just below its late-October peak of about $4,378/ozeconomictimes.indiatimes.com. This marks roughly a 50–60% surge in 2025ts2.techts2.tech. Key drivers include Fed rate-cut expectationsts2.techts2.tech, geopolitical safe-haven flowsreuters.comts2.tech, and record investment demandreuters.comts2.tech. Many analysts now forecast further gains: JP Morgan calls gold its “highest conviction long”ts2.tech, while Bank of America and SocGen see ~$5,000/oz by 2026investing.com. Short-term volatility is high – recent Fed and trade-news swings have caused 3–5% daily moves – but the long-term trend remains sharply bullish.
2 November 2025
Nasdaq Rally Amid Tech Frenzy: Markets Brush Off Shutdown Fears in Late September 2025

Tech Rally Meets Fed Reality: What to Know Before the Nov 3 Market Open

Wall Street ended last week on a high note, shaking off mid-week jitters. On Friday, the Nasdaq Composite jumped +0.6%, the S&P 500 +0.3%, and the Dow +0.1% after blowout earnings from Amazon and Apple reignited risk appetitets2.tech. This “treat after trick” rally came just a day after a tech stumble – Meta’s earnings miss and “eye-watering” AI spending had spooked investors on Thursday, knocking the Nasdaq down over 1.5%ts2.tech. But Amazon and Apple’s stellar results “flipped the script,” lifting sentiment across the marketts2.tech.
AI Vacuum Meltdown: Robot Channels Robin Williams in Hilarious LLM ‘Crash’

AI Vacuum Meltdown: Robot Channels Robin Williams in Hilarious LLM ‘Crash’

Andon Labs, an AI safety and evaluation company, designed a simple experiment to stress-test modern LLMs in a physical setting. They took a basic office vacuum robot equipped with a camera and LIDAR and gave it several state-of-the-art LLM “brains.” The task was seemingly easy: fetch and pass a stick of butter to a coworker. In practice, it was split into steps: the robot had to navigate to a hidden butter package, visually confirm it was butter, locate the human recipient even if they’d moved, deliver the butter, and wait for a “picked up” confirmationmezha.net.
Double Meteor Shower Spectacle: Draconid and Orionid Displays Will Light Up October’s Night Sky

Meteor Mania Incoming: Supermoon, Fireballs and Aurora Alerts in Early November 2025

Early November’s sky features long-running meteor showers rather than any single dramatic outburst. The Southern Taurids and Northern Taurids are joined by the annual Leonid stream. AMS notes that these two Taurid sources and the Leonids “keep the skies active” in November, making it one of the better months for northern observersamsmeteors.org. In practice, the Taurids each produce only a handful of meteors per hour under dark skies, but many are fireballs. AccuWeather meteorologist Brian Lada explains that the Taurids will “only combine for around five meteors per hour, but the ones that do streak through the sky could be spectacular”accuweather.com. Space.com adds that “the Taurids are rich in fireballs,” meaning any Taurid you see is likely to be bright and impressivespace.com.
2 November 2025
July 10 2025’s ‘Buck Moon’ Will Be the Farthest‑From‑the‑Sun, Low‑Riding Full Moon of the Decade—Here’s the Exact Time, Best Viewing Tricks & Pro Photo Hacks You Need

Beaver Supermoon 2025: Get Ready for the Biggest, Brightest Full Moon of the Year

A supermoon is not an official astronomical term, but rather a popular way to describe a full moon that coincides with the Moon’s perigee. As NASA explains, the Moon’s orbit is oval-shaped, so full moons can occur at varying distances. When a full moon happens near perigee, the Moon appears larger and brighter in our skylivescience.com. In fact, NASA notes that the full Moon can look up to ~14% bigger and 30% brighter at perigee than at its farthest pointlivescience.com. Such perigee full moons typically occur only 3–4 times a year, in a rownbcmontana.com. November 2025’s full moon will join October’s Harvest Moon and December’s Cold Moon as a trio of supermoons closing out the yearlivescience.comnbcmontana.com. In short, the Nov. 5 moon is special because its peak fullness almost coincides with its perigee, yielding an extra impressively bright, large Moon in the skylivescience.com.
2 November 2025
PPL Stock Soars on Data-Center Boom and Gas-Plant Plans

PPL Stock Soars on Data-Center Boom and Gas-Plant Plans

By late October 2025, PPL was trading around $36.50marketbeat.com. It dipped slightly into late Oct: on Oct. 29 it fell 1.16% to $36.48nasdaq.com. Over the past 12 months the stock is up about 14%ts2.techbarchart.com, roughly double the return of the utilities ETF and comparable to peers’ gains. In the last month alone PPL has underperformed the S&P 500; for example, the S&P500 rose ~3.8% in Oct. while PPL was slightly downnasdaq.com. Overall, PPL’s trajectory has been upward: in mid-October it traded near $37.2ts2.tech, though by Halloween it pulled back to the mid-$36s.
1 November 2025
NextEra Energy Stock Skyrockets: AI & Google Nuclear Pact Propel Rally

NextEra Energy Stock Skyrockets: AI & Google Nuclear Pact Propel Rally

NextEra Energy stock climbed sharply in October 2025. On Oct. 27–28 it traded around $86–87ts2.tech, about 15% above its early-October levels, far outperforming the utility average. This peak came just before earnings, and by Oct. 31 it had eased back to roughly $81.4investing.com. In the past month, NEE has outpaced the broad utilities sector, driven by bullish news and strong operational resultsts2.tech.
Oracle (ORCL) Stock Rockets 70% on AI Frenzy – Jim Cramer Warns “It’s the Only One I’m Worried About”

Oracle Stock Skyrockets on AI Cloud Deals – Is a $1 Trillion Market Cap Next?

Oracle’s stock has been on a tear in 2025, nearly doubling from around $170 in Jan 2025 to record highs in mid-Septemberts2.tech. That rally put Oracle in the top 5 of U.S. companies by market capts2.tech. As of Oct 31, 2025 the share price is about $262–270, after a mild late-October pullbackmarketbeat.comts2.tech. Year-to-date the stock is up roughly 70–75%ts2.techts2.tech, far outpacing the S&P 500 and even the “Magnificent Seven” tech giants. In mid-Oct, profit-taking trimmed the price by about 7% in a day, but ORCL remains in a clear uptrendts2.techts2.tech. Technically, the stock recently held its 50-day moving average after the pullbackts2.tech, suggesting support in this area. Long-term momentum is strong – even after corrections Oracle is dramatically higher YTDts2.techts2.tech.
Tesla’s Trillion-Dollar Gamble: Musk’s Epic Pay Deal Divides Investors – What You Need to Know

Tesla Stock Rockets on Record Q3 Sales and Musk’s $1 Trillion Pay Gambit – What Comes Next for TSLA?

In summary, Tesla sits at a crossroads: recent newsflow has been mostly positive – record deliveries and new product launches – but profitability headwinds are real. The stock’s near-term direction will hinge on whether Tesla can sustain demand post-incentive and improve margins, as well as how investors view Musk’s pay plan and succession risks. Key upcoming drivers include Q4 delivery trends, progress on Cybertruck/robotaxi, and broader EV market growth.
1 November 2025
OpenAI’s AMD Mega-Deal Sparks an AI “Mega-Blob” – 6GW of Chips, a 10% Stake, and a $100B Bet

AMD Stock Skyrockets: AI Mega-Deals Fuel Record Rally and $300 Price-Target Frenzy

In late October, AMD shares have been volatile after surging to new highs. In mid‑Oct, the stock hit about $240 and was up roughly 80% YTDts2.tech. By Oct 29 it briefly reached ~$264, driven by the AI deal announcements. However, profit-taking set in: AMD fell about 3.6% on Oct 30, then gained ~0.5% on Oct 31 to close around $256.12investing.com. Overall, the tech-heavy Nasdaq index was near all-time highs on this AI-fueled rallyts2.techreuters.com, and AMD has significantly outperformed broad markets.
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Stock Market Today

  • SMS (TSE:2175) Shares Maintain Fair Price Relative to Revenue After 77% YTD Surge
    July 26, 2026, 7:52 PM EDT. SMS (TSE:2175) has climbed 76.6% since the start of the year, with Discounted Cash Flow (DCF) calculations indicating the stock remains at a 34.2% discount to its intrinsic value based on expected cash flows. The price-to-sales (P/S) ratio stands at 3.0x, which is higher than the sector average of 0.9x for Professional Services but sits below a fair valuation at 4.2x. SMS receives a 3 out of 6 rating for valuation, reflecting a balanced assessment following recent strong gains.