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.

Shell’s Surprise Hedge Deal Turbocharges Bulgaria’s Battery Boom — Sunotec Locks 5‑Year Price Shield on 600+ MWh; Sungrow Secures 2.4 GWh Supply

Shell’s Surprise Hedge Deal Turbocharges Bulgaria’s Battery Boom — Sunotec Locks 5‑Year Price Shield on 600+ MWh; Sungrow Secures 2.4 GWh Supply

On Nov. 4, Sunotec announced a cross‑border spread hedge with Shell Energy Europe for its Bulgarian 600+ MWh BESS. The arrangement, facilitated by Enery Portfolio Optimisation, gives the project long‑term price certainty by locking in revenues against market spreads between bidding zones. Sunotec says the facility is already under development and aims to reach COD in Q2 2026. Renewables Now
$500 Billion Vanishes From Chip Stocks: Is the AI Boom Finally Hitting a Wall?

$500 Billion Vanishes From Chip Stocks: Is the AI Boom Finally Hitting a Wall?

Global markets were jolted on Wednesday, Nov 5, as an AI‑led selloff in U.S. megacaps rolled through Asia and then Europe. The immediate trigger: rising skepticism that AI‑exposed winners can sustain nosebleed valuations, compounded by fresh policy headlines out of China and high‑profile warnings from Wall Street heavyweights. Reuters+1
IBM’s Shock Q4 Layoffs: Thousands of Jobs Cut as Big Blue Doubles Down on AI and Software—What It Means for You and the Stock

IBM’s Shock Q4 Layoffs: Thousands of Jobs Cut as Big Blue Doubles Down on AI and Software—What It Means for You and the Stock

IBM confirmed it is cutting jobs in the fourth quarter of 2025, affecting “thousands” of employees. The company framed the move as a routine workforce rebalance to align headcount with areas where it sees stronger, more profitable growth—namely software, hybrid cloud, and AI‑driven services. Reuters
Stock Market Today 05.11.2025

Stock Market Today 05.11.2025

ENDEDLive coverage has endedEnded: November 6, 2025, 12:02 AM EST AMC Entertainment (NYSE:AMC) Q3 Revenue Beats, EBITDA Ahead but Margin Pressure Persists November 5, 2025, 11:54 PM EST. AMC Entertainment (NYSE:AMC) posted a mixed Q3. Revenue came in at $1.3 billion, beating estimates by 6.3% on a 3.6% year-over-year decline. Adjusted EPS was -$0.21, in line with consensus, while Adjusted EBITDA reached $122.2 million, a beat of about 26.8%. The operating margin was 2.8%, down from 5.3% a year ago. Free cash flow was -$81.1 million. With a market cap around $1.29 billion, the stock's long-term growth remains debated: five-year
5 November 2025
Pixel 10 Price Earthquake: Google’s Entire Lineup Just Dropped—Here’s What’s Real, What’s Hype, and What It Means for Your Wallet (and Alphabet’s Stock)

Pixel 10 Price Earthquake: Google’s Entire Lineup Just Dropped—Here’s What’s Real, What’s Hype, and What It Means for Your Wallet (and Alphabet’s Stock)

Multiple reliable outlets confirm that Google’s entire Pixel 10 lineup just got its steepest markdowns yet. The Verge’s latest deal roundup puts the Pixel 10 at $599, the Pixel 10 Pro at $749, and the Pixel 10 Pro Fold at $1,499, with listings across Amazon, Best Buy and the Google Store. The piece also notes these prices are expected to last through the week, aligning with 9to5Google’s guidance that the promos end Nov 9 at 11:59 PM PT. The Verge+1
Interstellar Visitor 3I/ATLAS Just Turned Blue and “Accelerated”—Here’s What Really Happened This Week

Interstellar Visitor 3I/ATLAS Just Turned Blue and “Accelerated”—Here’s What Really Happened This Week

While 3I/ATLAS was hidden in the Sun’s glare in late October, it slipped into the fields of view of several solar‑monitoring cameras: STEREO‑A, SOHO/LASCO C3 and NOAA’s GOES‑19 CCOR‑1 coronagraph. A new analysis by Qicheng Zhang and Karl Battams reports an extra‑steep brightening as perihelion approached, and color photometry showing the comet was bluer than the Sun, signaling that glowing gas dominated the visible output near perihelion. This is precisely the regime where sublimating volatiles can surge. arXiv
5 November 2025
Biggest Supermoon of 2025, Beaver Moon & Taurid ‘Fireball’ Show Collide This Week

Biggest Supermoon of 2025, Beaver Moon & Taurid ‘Fireball’ Show Collide This Week

Each month’s full moon carries a traditional name tied to seasonal rhythms. November’s full moon is widely known as the “Beaver Moon.” According to the Old Farmer’s Almanac, this name harkens back to a time when beavers finish preparations for winter – gathering food and retreating to their lodges once ponds start to freezeeconomictimes.indiatimes.com. It was also the prime season for trappers in North America to catch beavers for their thick winter pelts during the fur trade eraeconomictimes.indiatimes.com. In other words, the Beaver Moon signaled an important period of pre-winter activity for both wildlife and people, hence “why it matters” in a cultural and historical sense.
5 November 2025
IBM Slashes Thousands of Jobs Amid AI Boom – Why Big Blue Is Cutting Staff Now

IBM Slashes Thousands of Jobs Amid AI Boom – Why Big Blue Is Cutting Staff Now

IBM’s decision to cut thousands of jobs by year-end comes at a paradoxical moment when artificial intelligence is booming across the tech sector. The company announced that a “low single-digit percentage” of its global workforce will be impacted in Q4 2025 Newsweek. In practice, this means on the order of three to eight thousand employees could lose their jobs in the coming weeks. An IBM spokesperson framed the move as a routine workforce adjustment, saying IBM continually reviews its staff mix and will “at times rebalance accordingly” to align with business priorities Gvwire.
Fed’s $50 Billion Repo Bailout: Credit Crunch Canary or Just Month-End Jitters?

Fed’s $50 Billion Repo Bailout: Credit Crunch Canary or Just Month-End Jitters?

Late last week, U.S. money markets showed unusual signs of strain. On Friday, October 31, banks and dealers suddenly found cash in short supply to meet their routine funding needs. Overnight lending rates – the cost for banks to borrow short-term cash – surged above the Federal Reserve’s target range, indicating that banks were scrambling for dollarsreuters.com. In response, the Federal Reserve executed a massive repo operation to flood the system with cash and stabilize rates.
5 November 2025
Novo Nordisk’s Weight-Loss Drug Boom Hits a Wall – Wegovy Slowdown Sparks Stock Slump and Forecast Cut

Novo Nordisk’s Weight-Loss Drug Boom Hits a Wall – Wegovy Slowdown Sparks Stock Slump and Forecast Cut

Just a year ago, Novo Nordisk – buoyed by the meteoric success of its weight-loss injection Wegovy – briefly eclipsed all other European companies in market valuereuters.com. The Danish pharmaceutical giant enjoyed surging sales as Wegovy and its type-2 diabetes sibling Ozempic became global sensations, with millions seeking their dramatic weight-loss benefits. However, 2025 has seen a sharp reversal of fortune. A “slew of headwinds has shaken investor confidence” in Novo Nordisk’s once-dominant growth storystockanalysis.com. The company’s share price has plummeted nearly 50% year-to-date amid signs that demand growth is slowing and profitability is coming under pressurereuters.com.
Stocks Plunge on AI Bubble Fears as Wall Street Warns of a 20% Correction

Stocks Plunge on AI Bubble Fears as Wall Street Warns of a 20% Correction

After a year of spectacular gains, stocks have abruptly stumbled, raising the question of whether the market got ahead of itself. The S&P 500 and Nasdaq Composite just suffered their biggest one-day percentage drops since early Octoberchannelnewsasia.com, a sign that the gravity-defying surge in tech shares is meeting some pushback. On Tuesday, the Nasdaq sank over 2% while the S&P 500 fell around 1.2%, and the Dow – which is less tech-centric – dipped 0.5%channelnewsasia.com.
Zeta Global (ZETA) – 17th Straight Beat & Raise Quarter Ignites AI-Cloud Rally – Analysts Eye ~$28 Target (≈+70% Upside)

Zeta Global (ZETA) – 17th Straight Beat & Raise Quarter Ignites AI-Cloud Rally – Analysts Eye ~$28 Target (≈+70% Upside)

Zeta’s stock has trended down from its late-2024 highs as broader growth-tech valuation pressures emerged. At the Nov 4 close, ZETA was ~$16.70stockanalysis.com, near its 52-week low and well below its peak. Over the year it’s down ~–7%marketbeat.com, while smaller tech peers have also lagged. On Nov 4 its volume was ~11.2 M sharesstockanalysis.com, reflecting heavy trading after earnings.
Rivian Rally or Risk? EV Start-up Stock Jumps on Q3 Beat, Layoffs & R2 Hype

Rivian Rally or Risk? EV Start-up Stock Jumps on Q3 Beat, Layoffs & R2 Hype

Key Facts: Rivian’s stock closed around $13 on Nov. 4, 2025, giving it a market cap of about $15.2 billionstockanalysis.com. In Q3 2025 Rivian delivered 13,201 vehicles and reported $1.558 billion in revenue, up 78% year-over-yearbusinesswire.com. Adjusted gross profit turned positive for the quarterbusinesswire.com. Management kept 2025 delivery guidance at 41,500–43,500 vehiclesbusinesswire.com; losing the $7,500 federal EV tax credit caused a short-term pull-forward of orders, then softer demandreuters.comreuters.com. Rivian announced a 600‑job layoff on Oct. 23 to cut costsreuters.com. CEO RJ Scaringe said the company is on track to start production of its new R2 mid‑size SUV in H1 2026businesswire.comtechbuzz.ai. Analysts currently have a “Hold/Reduce” consensus on RIVN, with an average 12‑month target near $13–14marketbeat.commarketbeat.com. Wall Street price targets range from about $10 to $21marketbeat.commarketbeat.com, reflecting wide views on Rivian’s outlook.
Is ALAR Stock the Next AI Goldmine? Discover Alarum’s Explosive Run and What Analysts Are Saying

Is ALAR Stock the Next AI Goldmine? Discover Alarum’s Explosive Run and What Analysts Are Saying

Alarum Technologies has rallied strongly in 2025. After closing around $16.25 on Nov 3stockinvest.us, the stock is off its all-time high but still stands well above its 2024 lows. In the last two weeks alone it has gained ~10.8%stockinvest.us. Year-to-date shares are up about +55%investing.com, driven by excitement over AI-related business. Volume has picked up on rising days, indicating positive investor intereststockinvest.us. Notably, the 50-day moving average is rising and has crossed above the 200-day average, a classic bullish signalstockinvest.us.
UPST Stock Rockets on AI Lending Growth – What’s Next?

UPST Stock Rockets on AI Lending Growth – What’s Next?

Upstart’s Q3 earnings beat expectations, driven by its AI lending platform expansion. Transaction originations reached $2.9B and 428K loans were originatedbusinesswire.com. Revenue hit $277Mbusinesswire.com, with fee income ~$259M. Crucially, Upstart swung to profitability: GAAP operating income was $23.7M, and GAAP net income $31.8Mbusinesswire.com. Adjusted EBITDA was $71.2M vs just $1.4M a year earlierbusinesswire.com.
4 November 2025
Pinterest (PINS) Q3 Shock: 600M Users & 17% Growth, New AI Tools – Stock Tanks

Pinterest (PINS) Q3 Shock: 600M Users & 17% Growth, New AI Tools – Stock Tanks

PINS stock has been choppy heading into earnings. On Nov. 3 it closed at $33.70, up about +1.8% on the daybenzinga.com. On Nov. 4, shares fell: the stock opened near $32.68 and closed at $32.91stockanalysis.com amid cautious sentiment. Trading volume on Nov. 4 was roughly 16.9 million sharesstockanalysis.com, above its recent average. After the earnings release, PINS plunged further: in after-hours trading on Nov. 4 it traded around $27.6–$27.9stockanalysis.combenzinga.com. This volatility reflects investor reaction to the missed EPS and soft guidance.
Axon Enterprise Rockets Past Revenue Goals – But EPS Miss Sends Stock Reeling

Axon Enterprise Rockets Past Revenue Goals – But EPS Miss Sends Stock Reeling

Axon’s Q3 results beat revenue expectations but showed a small profit shortfall. The company “delivered another record quarter, with revenue growing 31% year over year to $711 million”prnewswire.com, marking its seventh straight quarter above 30% growth. Sales growth was driven by the software business – Axon’s Software & Services segment grew 41% to $305Mprnewswire.com – as well as by strong demand for Tasers and body cameras. On the profitability side, Axon reported a tiny GAAP net loss of just $2.0Mprnewswire.com, largely due to investment in staff and R&D. By contrast, non-GAAP net income was $98M. Adjusted EBITDA of $177M was up 22% year-over-yeargurufocus.com.
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AI PORTFOLIO

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
#4 ACCUMULATE

dLocal

NASDAQ: DLO 86/100
#5 ACCUMULATE

Tapestry

NYSE: TPR 84/100
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Editorial model selection. Not personalised advice.