Today: 11 March 2026

Marcin Frąckiewicz

CEO of TS2 Space and founder of TS2.tech. Expert in satellites, telecommunications, and emerging technologies, covering trends in space, AI, and connectivity.

Confluent, Inc. (CFLT) – Will a Real‑Time Data Pioneer Become a Takeover Target? (October 8 2025)

Confluent, Inc. (CFLT) – Will a Real‑Time Data Pioneer Become a Takeover Target? (October 8 2025)

Confluent shares closed at $20.73 on Oct. 7, down 2.49% after six declines in ten sessions, but up 4% over two weeks. The stock is down 26% year-to-date but has gained 6.5% year-over-year. Reuters reports Confluent is exploring a sale, triggering a 19% pre-market rally on Oct. 8. Q2 revenue reached $282 million, with $151 million from Confluent Cloud.
From Tennis Ball Launchers to Tokenized Equities: What Connexa Sports (YYAI) – Now AiRWA – Means for Investors in 2025

From Tennis Ball Launchers to Tokenized Equities: What Connexa Sports (YYAI) – Now AiRWA – Means for Investors in 2025

YYAI, now AiRWA Inc., closed at $0.18 on Oct. 7, 2025, losing nearly 93% in one day and trading near its 52-week low. The collapse followed a $500 million joint venture announcement with JuCoin and a $100 million investment commitment. Year-to-date, the stock is down 85%. StockInvest.us rates it a “strong sell” amid extreme volatility and liquidity concerns.
8 October 2025
Blue Laser Pioneer Nuburu (BURU) Shines with Defense Pivot – Stock Soars & Key 2025 Insights

Blue Laser Pioneer Nuburu (BURU) Shines with Defense Pivot – Stock Soars & Key 2025 Insights

Nuburu’s stock surged over 70% in early October 2025, reaching $0.33 per share and a $30 million market cap, but remains about 50% below its January price. The company reported just $49,000 in Q2 revenue and a $12.2 million net loss, with auditors warning about its viability. Nuburu raised $12 million in September and announced a $12.5 million deal to acquire Italian software firm Orbit S.r.l. for defense sector expansion.
Ford Stock Plunges as Devastating Supplier Fire and Recalls Turn 2025 Into a Nightmare

Ford Stock Plunges as Devastating Supplier Fire and Recalls Turn 2025 Into a Nightmare

A Sept. 16 fire destroyed Novelis’s Oswego, NY aluminum plant, threatening Ford’s F-Series production and wiping 7% off Ford’s stock. Analysts estimate an $800 million hit to 2025 earnings. Ford faces record recalls in 2025, including 1.9 million vehicles for faulty cameras, and its EV unit lost $1.3 billion in Q2 as U.S. EV sales dropped 31%. Q3 U.S. sales rose 8.2%, but outlook remains uncertain.
7 October 2025
AI Boom Delivers $75 Million Windfall to POET Technologies – Optical Revolution Ahead?

AI Boom Delivers $75 Million Windfall to POET Technologies – Optical Revolution Ahead?

POET Technologies secured a record $75 million private investment from a single institutional backer on October 7, 2025. The Toronto-based photonic chipmaker plans to use the funds for acquisitions, R&D, and expanding its AI connectivity products. Call option volume surged 18 times above normal after the announcement. POET remains pre-revenue, with steep losses and a high price-to-sales ratio.
Sysco Stock Soars Ahead of Q1 Earnings – Inside the $81B Food Giant’s Growth & Challenges

Sysco Stock Soars Ahead of Q1 Earnings – Inside the $81B Food Giant’s Growth & Challenges

Sysco will report Q1 fiscal 2026 results on October 28, following a Q4 where adjusted EPS reached $1.48 on $21.14 billion revenue, beating expectations. The company forecasts FY2026 sales of $84–85 billion and adjusted EPS of $4.50–$4.60. Sysco shares recently hit a 52-week high near $83. A quarterly dividend of $0.54 per share is payable October 24.
Leading Edge Materials (0V3V.L) Skyrockets Amid Europe’s Critical Minerals Push

Leading Edge Materials (0V3V.L) Skyrockets Amid Europe’s Critical Minerals Push

Leading Edge Materials shares jumped over 80% in London and 28% on the TSX-V in early October, hitting multi-month highs near CA$0.30 before settling at CA$0.27. The surge followed news of progress at its Norra Kärr rare earth project in Sweden and plans to restart the Woxna Graphite mine. Insiders bought 10.7 million shares in August, raising CA$2.84 million. The company remains pre-revenue with a quarterly net loss of CA$0.61 million.
Cobalt Blue’s Stock Skyrockets Amid Cobalt Comeback – Broken Hill Deal, Refinery Plans Fuel Hype

Cobalt Blue’s Stock Skyrockets Amid Cobalt Comeback – Broken Hill Deal, Refinery Plans Fuel Hype

Cobalt Blue Holdings shares more than doubled in early October 2025 after the company secured full ownership of the Broken Hill Cobalt Project and paid off a final A$1 million debt to American Rare Earths. The company is advancing plans for a cobalt sulfate refinery in Kwinana, with a supply deal signed with Glencore. Cobalt prices rebounded to $35,000 per tonne, up 44% year-on-year.
7 October 2025
Cruz Battery Metals (0URE.L) Charges Up: Lithium Ambitions, Golden Diversification & Stock Surge in 2025

Cruz Battery Metals (0URE.L) Charges Up: Lithium Ambitions, Golden Diversification & Stock Surge in 2025

Cruz Battery Metals Corp.’s stock jumped about 40% in early October 2025, trading near £0.035 on the LSE after surging 133% over the past quarter. The company acquired a gold–copper project in Ontario on Oct. 6, as gold and copper prices hit near-record highs. Cruz renewed all Nevada lithium claims in late September. The firm reported a net loss of C$1.62 million for the nine months to April 30.
7 October 2025
Tinka Resources’ October Upswing: Stock Soars on $14M Infusion, New Leadership & Peru Drilling Plans

Tinka Resources’ October Upswing: Stock Soars on $14M Infusion, New Leadership & Peru Drilling Plans

Tinka Resources (TSXV: TK) hit a 52-week high of C$0.44 in October 2025 after a 5-for-1 share consolidation and closing a C$14.28 million oversubscribed private placement. The company appointed Brandon Macdonald as Executive Chairman and Michael Horner as Director. Tinka will begin drilling at its Silvia gold-copper project in Peru in Q4. Its Ayawilca zinc project shows a 21-year mine life and US$434 million after-tax NPV.
7 October 2025
Leading Edge Materials (0V3V.L) Surges Amid EU Critical Minerals Boom – Latest News, Stock Trends & Outlook

Leading Edge Materials (0V3V.L) Surges Amid EU Critical Minerals Boom – Latest News, Stock Trends & Outlook

Leading Edge Materials shares surged 27% on Oct. 6, 2025, closing near C$0.30 amid investor interest in its European critical mineral projects. The company recently submitted final data for a 25-year mining lease at its Norra Kärr rare earth site in Sweden, with a decision expected in Q4. It remains pre-revenue, reporting a C$0.61 million net loss last quarter and holding C$0.68 million in working capital before a recent C$2.84 million financing.
European Lithium’s $21 Million Windfall, Buybacks & Rare Earth Coup Spark Lithium Sector Buzz

European Lithium’s $21 Million Windfall, Buybacks & Rare Earth Coup Spark Lithium Sector Buzz

European Lithium raised US$21 million by selling 3 million shares of its Nasdaq-listed Critical Metals spin-off at $7 each and announced a 10% share buyback. The company’s ASX shares spiked to a 52-week high on rare earth and buyback news, then fell 31% after the share sale disclosure. European Lithium now holds a 7.5% minority in Greenland’s Tanbreez rare earth project. Reports of U.S. government interest fueled stock volatility.
7 October 2025
Lucid Group (LCID) October 7 2025 Stock Analysis: Gravity SUV Lifts Deliveries to Record High – Will Expiring Tax Credits Stall the Momentum?

Lucid Group (LCID) October 7 2025 Stock Analysis: Gravity SUV Lifts Deliveries to Record High – Will Expiring Tax Credits Stall the Momentum?

Lucid delivered 4,078 vehicles in Q3 2025, a record driven by Gravity SUV demand and a rush before the $7,500 U.S. EV tax credit expired. The company cut its 2025 production guidance to 18,000–20,000 vehicles, prompting shares to drop 8% after a reverse stock split. Over 1,000 vehicles were shipped to Lucid’s Saudi plant for final assembly. Uber agreed to buy at least 20,000 Gravity SUVs with Nuro’s autonomous tech starting in 2026.
7 October 2025
Pony.ai (PONY) stock and company status as of Oct 7 2025 – robotaxi leader rides global expansion wave while bears watch earnings and regulation

Pony.ai (PONY) stock and company status as of Oct 7 2025 – robotaxi leader rides global expansion wave while bears watch earnings and regulation

Pony.ai shares fell 8.6% to $21.40 on Oct. 7, 2025, after a 70% rally since mid-September. The company announced Q2 revenue up 76% year-over-year and began international expansion with autonomous vehicle partnerships in Singapore and Dubai. Gen-7 robotaxi mass production surpassed 200 units, targeting 1,000 by year-end. Analyst price targets ranged from $27 to nearly $29.
Lloyds Share Price: Can the FTSE‑100 Bank’s Value Keep Surging or Is a Crash Coming?

Lloyds Share Price: Can the FTSE‑100 Bank’s Value Keep Surging or Is a Crash Coming?

Lloyds Banking Group shares have surged over 50% since late 2024, driven by higher interest rates and strong earnings. RBC analysts say acquiring Quilter for £3.1bn could make Lloyds the UK’s second-largest wealth manager. Dividend yields are forecast to rise to 5.7% by 2027, but loan impairments jumped to £442m in H1 2025. Lloyds has expanded AI efforts, creating a Centre for AI Excellence led by a former Amazon executive.
7 October 2025
Dyne Therapeutics Skyrockets on Breakthrough Data – Inside the Surge, Financials & 2026 Catalysts

Dyne Therapeutics Skyrockets on Breakthrough Data – Inside the Surge, Financials & 2026 Catalysts

Dyne Therapeutics shares jumped over 10% to around $14 after new trial data showed its lead therapy improved muscle function with no serious side effects. The stock is up about 75% in six months. Dyne’s Duchenne drug just received Orphan Drug status in Japan and positive analyst upgrades, with price targets averaging $34. The company ended June with $683.9 million in cash, extending its runway into 2027.
7 October 2025
Peloton’s Big 2025 Revamp: AI Upgrades, Stock Swings, and Wall Street’s Verdict

Peloton’s Big 2025 Revamp: AI Upgrades, Stock Swings, and Wall Street’s Verdict

Peloton shares closed at $8.34 on October 7, 2025, after a rally to nearly $9 and remain far below their pandemic peak above $170. The company posted a surprise Q4 profit and raised its 2026 outlook following the launch of new AI-powered fitness equipment and a price hike. Wall Street sentiment is mixed, with recent analyst upgrades but ongoing volatility. CEO Peter Stern is pushing cost cuts and expansion into new markets.
7 October 2025
Deep-Sea Goldmine or Fool’s Gold? The Metals Company (TMC) Stock Soars Amid EV Metals Boom and Controversy

Deep-Sea Goldmine or Fool’s Gold? The Metals Company (TMC) Stock Soars Amid EV Metals Boom and Controversy

TMC shares surged over 400% in 2025, trading near $8 and pushing market cap to $3–4 billion. The company reported a $74.3 million net loss in Q2 and holds $115.8 million in cash. Korea Zinc and Allseas invested over $120 million combined this year. TMC declared the world’s first deep-sea mineral reserves but faces regulatory delays and environmental opposition.
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