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.

Anthropic’s Record-Breaking Rise: $13B Mega-Funding, Big Tech Deals & the AI Showdown in 2025

Anthropic’s Record-Breaking Rise: $13B Mega-Funding, Big Tech Deals & the AI Showdown in 2025

In summary, Anthropic in late 2025 stands as a centerpiece of the global AI drama – a startup-turned-goliath with extraordinary funding, big-tech allies, and cutting-edge AI models, all vying to shape the future of AI. Its recent moves – from mega-financing and TPU mega-clusters to enterprise-friendly AI tools – illustrate both the immense potential and the grand challenges of the AI revolution. As Anthropic races OpenAI, Google DeepMind, xAI and others, the world will be watching to see if this safety-focused upstart can lead in innovation without losing its soul to the breakneck pace of the AI arms race. The stakes, financial and societal, could not be higher. 🔍 Sources: Anthropic Reuters Reuters Reuters Reuters Anthropic Medium Theguardian Anthropic Starkinsider etc.
3 November 2025
····
Fed Cuts Rates Again but Powell Drops a Bombshell – Markets React to Fed’s November Moves

Fed Cuts Rates Again but Powell Drops a Bombshell – Markets React to Fed’s November Moves

In the Fed’s highly anticipated late-October meeting, officials voted 10–2 to cut the federal funds rate by 0.25%, setting a new target range of 3.75% to 4.00%reuters.comfederalreserve.gov. This marked the second rate reduction of 2025, following a similar cut in September. The move was widely expected and intended “to temper any further weakening of the job market,” according to Reutersreuters.com. Recent data showed job growth losing steam and unemployment inching up, so the Fed acted to provide some stimulus to the economy.
3 November 2025
··
Dow Futures at Record High as Fed Easing & Earnings Fuel November 2025 Rally

Dow Futures at Record High as Fed Easing & Earnings Fuel November 2025 Rally

Dow Jones futures are edging higher as the new month begins, indicating a potential extension of the stock market’s rally into November. In early trading on Nov. 3, 2025, Dow futures hovered in record territory around the 47,700 level, up about 0.1%finance.yahoo.com. This comes just days after the Dow’s futures notched an all-time high of roughly 48,032 on Oct. 29litefinance.org. The slight uptick in Dow futures suggests investors remain upbeat following a strong October.
3 November 2025
····
Bitcoin Slides as Markets Swoon: Fed Jitters, Trump’s CZ Pardon & Crypto ETF Frenzy – Nov 3, 2025 News Roundup

Bitcoin Slides as Markets Swoon: Fed Jitters, Trump’s CZ Pardon & Crypto ETF Frenzy – Nov 3, 2025 News Roundup

Bitcoin begins the week of Nov 3, 2025 trading around $110,000, nursing a mild pullback of ~3% from last week’s peak. Seven days ago, BTC hovered near $114,500 before volatility hitycharts.com. This dip barely dents Bitcoin’s longer uptrend – the price is still up ~60% year-on-yearycharts.comycharts.com. In fact, October’s end marked an Uptober rally handing off to early November consolidation. Just one month prior, Bitcoin blasted to a new all-time high above $125,000 intradayycharts.com, shattering its 2021 peak by a wide margin.
3 November 2025
··
Bitcoin Steadies at $108K as Crypto Braces for ETF Wave, $110M DeFi Hack Shock – Nov 2025 Roundup

Bitcoin Steadies at $108K as Crypto Braces for ETF Wave, $110M DeFi Hack Shock – Nov 2025 Roundup

After a strong October rally, crypto markets entered November on a cautious note. Bitcoin is hovering around $108,000 – roughly 2–3% off its recent highs – as traders lock in profits from the coin’s impressive autumn gainsbusinesstoday.com.my. Just days earlier BTC nearly touched $111,000, its highest level of the year, before retreating amid broader risk-off sentimentbusinesstoday.com.my. Ethereum showed a similar pattern: after edging up to about $3,913, the second-largest crypto slipped back below $3,800cryptonews.combusinesstoday.com.my. As of November 3, ETH trades around the mid-$3,700s, down approximately 4% on the day. This pullback brought the total cryptocurrency market capitalization down to roughly $3.7 trillion, a ~3% daily drop according to AInvest databusinesstoday.com.my, though the market is still up significantly year-to-date.
3 November 2025
··
Nvidia’s $5 Trillion AI Boom: Mega Deals, Soaring Stock & Trump’s Chip Ban Showdown

Nvidia’s $5 Trillion AI Boom: Mega Deals, Soaring Stock & Trump’s Chip Ban Showdown

Nvidia’s market value soared past $5 trillion on October 29, making it the first publicly traded company to achieve that markreuters.com. This Wall Street milestone reflects how central the Silicon Valley chipmaker has become to the global AI boom – “from chip maker to industry creator,” as one analyst put itreuters.com. The stock rallied after a string of announcements reinforced Nvidia’s dominance in AI, closing that day up 3% at a record ~$207 per sharereuters.com. Shares briefly hit $209.40 intradayreuters.com, and have climbed over 1080% since the launch of OpenAI’s ChatGPT ignited the AI frenzy in late 2022reuters.com.
3 November 2025
··
Palantir and AMD Earnings Showdown: Why AI Stocks Could Soar or Sink This Week

Palantir and AMD Earnings Showdown: Why AI Stocks Could Soar or Sink This Week

After a turbulent October, investors are laser-focused on earnings results to close out the year – especially from companies at the heart of the 2025 AI boom. This week’s calendar is packed with high-profile names, and tech firms will likely command the spotlight. Advanced Micro Devices, Qualcomm, Arm Holdings, and Palantir – all tied to the artificial intelligence surge – are set to report quarterly resultsinvestopedia.com. The market’s obsession with AI means traders will be parsing these reports for any signs of accelerating demand in semiconductors and AI software. Pharmaceuticals and other sectors will share the stage, but the AI theme is top of mind on Wall Streetinvestopedia.com.
3 November 2025
····
JD.com Stock Primed to Soar? Trade Truce and Strong Sales Spark Investor Buzz

JD.com Stock Primed to Soar? Trade Truce and Strong Sales Spark Investor Buzz

Key Facts: JD.com’s U.S.-listed ADRs closed near $33 on Oct 31benzinga.com. 2025 has seen robust sales growth – Q4’24 revenue jumped 13.4% YoY to RMB347 billionreuters.com, Q1’25 grew 15.8% to RMB301.1 billionglobenewswire.com, and Q2’25 hit RMB356.7 billionjdcorporateblog.com. Margins and profits improved. Management has returned cash to shareholders, buying back $1.5 billion of stock in Q1globenewswire.com. Analysts are generally bullish – the consensus 12‑month target is about $42benzinga.com – although some caution that aggressive discounting is squeezing profitsreuters.comreuters.com. Geopolitical winds have shifted: a recent Trump–Xi “trade truce” agreed to roll back some tariffs and pause export curbs on rare earthsreuters.com, easing one major overhang for JD and other Chinese exporters. Meanwhile Beijing’s consumer-stimulus measures – from appliance trade‑in subsidies to cut-rate loans – are boosting demand in JD’s core marketsreuters.comreuters.com.
2 November 2025
·
Occidental Petroleum Primed for Action Monday: Berkshire Deal, Oil Trends & Analyst Outlook Unpacked

Occidental Petroleum Primed for Action Monday: Berkshire Deal, Oil Trends & Analyst Outlook Unpacked

Friday’s close at $41.20stockanalysis.com left Occidental near the lower end of its recent trading range. In technical terms, the stock is hovering just above a chart support zone around $40.8–41.1chartmill.com. On that basis, Monday’s premarket session showed OXY little changed, following a flat oil-futures overnight. By contrast, broad markets were expected to open modestly higher on the heels of the Fed decision and mixed economic cues. Given OXY’s recent vol and current price, any meaningful gap either way could be triggered by oil price moves or news flow.
2 November 2025
···
POET Technologies Stock Soars on $150M Fundraise – AI Photonics Play Heats Up

POET Technologies Stock Soars on $150M Fundraise – AI Photonics Play Heats Up

As of the Nov 3 pre-market, POET’s shares hovered around $6.4, up about +1% on the dayreuters.com. The stock’s rally over the last year has been dramatic – Finimize reports roughly a 101% gain in the 12 months through early October 2025, driven by AI-centric optimism and aggressive fundraisingfinimize.com. For context, POET outpaced the S&P 500 handily, as investors cheered positive news on customers, industry awards and capital raises.
2 November 2025
··
SoundHound AI Stock Soars on AI Partnerships – Analysts Eye Voice-AI Boom

SoundHound AI Stock Soars on AI Partnerships – Analysts Eye Voice-AI Boom

Key Facts: SOUN shares jumped strongly into the end of October, closing at $17.62 on Oct 31benzinga.compublic.com, up over 150% in the past 6 monthstipranks.com. This rally comes amid a flurry of partnerships and hype in the voice-AI sector. On Oct 22 SoundHound announced a Telarus partnership to deploy its Amelia 7 and Autonomics platforms via Telarus’s networkglobenewswire.com, and on Oct 8 it struck a deal with French insurer Apivia Courtage to pilot SoundHound’s Amelia 7 AI agents in its contact centersglobenewswire.com. SoundHound is set to report Q3 earnings on Nov 6globenewswire.com, with analysts expecting ~-$0.04 EPS on $40.48M revenuemarketbeat.com. Management has already raised 2025 revenue guidancetipranks.com after Q2. Expert commentary is mixed: the consensus analyst rating is “Buy”benzinga.com, and some bullish firms like H.C. Wainwright recently lifted their SOUN target to $26benzinga.com, while others have warned with a “Sell” grademarketbeat.com.
2 November 2025
··
Premarket Alert: Will Nike (NKE) Stock Skyrocket or Sink Monday? Here’s Why

Premarket Alert: Will Nike (NKE) Stock Skyrocket or Sink Monday? Here’s Why

Nike has been in the news for several turnaround efforts and headwinds. In late September, CEO Elliott Hill emphasized big marketing investments even as tariff costs and China softness persistreuters.comreuters.com. Reuters reports that despite clearing inventory and a surprise 1% revenue bump in Q1 FY2026, Nike warned Q2 sales will dip “low-single digits”reuters.comreuters.com. Tariff burdens have climbed as most manufacturing is in Vietnam/China/Indonesiareuters.com.
2 November 2025
··
Premarket: Adobe (ADBE) Stock Slumps on AI Concerns — Monday Outlook & Key Catalysts

Premarket: Adobe (ADBE) Stock Slumps on AI Concerns — Monday Outlook & Key Catalysts

Adobe’s share price has drifted downward for much of 2025, underperforming the tech sector. After peaking near $555 in 2024, ADBE sank to lows around $327–329 by mid-Octoberts2.techmarketscreener.com. The Nasdaq Composite is up ~25% YTD, whereas Adobe is off roughly 23–25%ts2.techmarketscreener.com. A partial rebound in late Oct coincided with the launch of Adobe AI Foundryts2.tech, but the stock quickly reversed. On Oct 29 it fell ~6% intradayts2.tech. Heading into Monday, ADBE is trading just above its recent lows and remains technically weak.
2 November 2025
···
Ancient Alien Messenger or Cosmic Time Capsule? Interstellar Comet 3I/ATLAS Stuns Scientists with Secrets

Ancient Alien Messenger or Cosmic Time Capsule? Interstellar Comet 3I/ATLAS Stuns Scientists with Secrets

When astronomers spotted a faint new comet on July 1, 2025, they quickly realized it was no ordinary comet. Its official designation, 3I/ATLAS, tells the tale: “3I” means it’s the third interstellar object ever recorded, and “ATLAS” credits the Asteroid Terrestrial-Impact Last Alert System survey telescope that discovered itscientificamerican.com. In the days following discovery, observatories around the world rushed to calculate its orbit – and the results were stunning. Unlike normal comets bound in elliptical orbits around the Sun, 3I/ATLAS was on a one-way hyperbolic trajectory, unbound to our stareconomictimes.indiatimes.com. It was barreling into the inner solar system at nearly 137,000 mph relative to the Sunscientificamerican.com – far too fast to have originated here. Projecting its path backward revealed that it came from far outside the solar system, and once it swings past the Sun, it will escape back into interstellar space rather than looping back aroundeconomictimes.indiatimes.comnewsweek.com.
2 November 2025
Home Depot Stock Pre-Market Report: Key Catalysts & Forecast for Nov. 3, 2025

Home Depot Stock Pre-Market Report: Key Catalysts & Forecast for Nov. 3, 2025

Home Depot stock has been relatively range-bound in recent weeks. It traded near $395 in early October before drifting to about $379.6 by the end of the monthinvesting.com. This modest pullback follows a four-year high set in late 2021. On a year-to-date basis, HD is down roughly 7%, lagging the broader marketnasdaq.com. During Q3, some funds took profit – for example, one hedge fund disclosed it sold $11.8 million of HD stock after HD had fallen about 19% from year-ago levelsts2.tech.
2 November 2025
···
🚀 Premarket Alert: Bank of America Hits Record High – 6 Key Takeaways for Monday

🚀 Premarket Alert: Bank of America Hits Record High – 6 Key Takeaways for Monday

In summary, Bank of America’s stock is trading near record levels after a very strong quarter. The bank’s improved earnings outlook and shareholder-friendly moves have analysts confident. With the Fed on pause and some cuts likely, loan growth should stay robust, though investors will watch credit trends and valuations. As TS2 analyst Marcin Frąckiewicz observes, “Morgan Stanley [now] put [a] target of $67 [on BAC], Barclays $59, Evercore $57, [and] Citi $62” based on the quarter’s momentumts2.tech. BofA stock is essentially priced for continued success, so any economic hiccups or credit surprises could trigger volatility. For now, though, the outlook remains sunny – just be ready for the rapid swings we saw in mid-Octoberts2.tech.
2 November 2025
·
Chevron Stock Premarket: Record Output & Cash Flow Boost – Nov 3, 2025 Key Facts

Chevron Stock Premarket: Record Output & Cash Flow Boost – Nov 3, 2025 Key Facts

Chevron’s Q3 report, released Oct. 31, exceeded forecasts despite lower oil prices. Adjusted EPS was $1.85, well above the ~$1.68 consensusreuters.com. Production from legacy Chevron + Hess hit a record 4.1M barrels-of-oil equivalent per dayts2.techwashingtonexaminer.com. Upstream profit fell due to weaker prices, but downstream profit nearly doubled on strong marginsreuters.com. Overall, Chevron generated ~$9.4–9.9B in operating cash flowreuters.com and about $4.9B free cash. The balance sheet remains strong.
2 November 2025
···
ExxonMobil Premarket Report (Nov 3, 2025): Q3 Beat, Analysts Bullish, But Oil Soft

ExxonMobil Premarket Report (Nov 3, 2025): Q3 Beat, Analysts Bullish, But Oil Soft

In-Depth Analysis: ExxonMobil’s Q3 beat confirms its resilience. The company posted adjusted earnings of $8.1 B, topping analysts’ $1.82 estimatereuters.com. However, higher capital spending drove free cash flow down from last year, a point noted by TPH analyst Jeoffrey Lambujon: “higher expenditures counteracted what was otherwise positive earnings news”reuters.com. Still, the core business is firing on all cylinders – Guyana and Permian field outputs set records, and refining margins were strong enough that analysts estimate refining alone added up to $700 M of Q3 profitreuters.com. Exxon's upstream earnings rose vs Q2, thanks to those volume gainscorporate.exxonmobil.com.
2 November 2025
···
1 … 250 251 252 253 254 … 419
Follow on Google News
Add as preferred source Open in Google News
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
View full portfolio
Editorial model selection. Not personalised advice.