Today: 4 April 2026
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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.

AI Models Are Scheming – Inside OpenAI’s Plan to Stop Deceptive AI Behavior

OpenAI’s Mega AMD Deal: How a 6‑Gigawatt AI Chip Alliance Could Reshape the Arms Race

OpenAI and AMD announced a multi-year deal on Oct. 6, 2025, for OpenAI to deploy six gigawatts of AMD GPUs, starting with one gigawatt of MI450 chips in late 2026. AMD granted OpenAI a warrant for up to 160 million shares at $0.01 each, potentially giving OpenAI a 10% stake if milestones are met. AMD expects over $100 billion in revenue over four years. AMD shares rose more than 23% after the news.
6 October 2025
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Micron’s AI-Fueled Q4 2025 Earnings Shatter Expectations, Stock Soars to New Highs

Micron’s AI-Fueled Surge: Record Highs, Bold Forecasts, and What’s Next for MU in 2025

Micron Technology shares hit a record $191.85 on October 3 before closing at $187.83, up over 90% in 2025. Fiscal year revenue jumped 49% to $37.4 billion, with Q4 sales surging on AI-driven demand. The company forecasts Q1 FY2026 revenue of $12.5 billion, topping Wall Street estimates. Micron is expanding U.S. production after a $6.2 billion CHIPS Act award and exiting the mobile NAND business.
6 October 2025
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IBM Stock Soars on Quantum Breakthrough and AI Revival – Key Updates (Sept 25, 2025)

IBM’s AI Revolution Sends Stock Soaring as Big Blue Takes on Tech Giants

IBM shares trade near $289, close to multi-year highs after a 28% year-to-date surge, pushing market value to $265 billion. The company announced a partnership with AMD and Zyphra to build a major AI supercluster and launched Granite 4.0, an open-source enterprise AI model family. IBM’s aggressive AI and cloud pivot is backed by a $150 billion U.S. investment plan. Analyst sentiment remains mixed.
6 October 2025
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UiPath’s AI Gold Rush: OpenAI, NVIDIA & Google Deals Ignite PATH’s Stock Rally

UiPath (PATH) Stock Soars on AI Deals and Strong Earnings – 2025 Update

UiPath shares surged 21% intraday on September 30, 2025, after announcing new AI partnerships with OpenAI, Google, NVIDIA, and Snowflake. The company reported a return to GAAP profitability and raised its full-year guidance. Shares now trade near $13, close to their 52-week high. Analysts remain cautious, with an average price target of $13.30 and a consensus “Hold” rating.
6 October 2025
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NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Nvidia’s AI Juggernaut: What You Need to Know About NVDA After the $100 Billion OpenAI Deal and Its Record Rally (Oct 2025)

Nvidia closed at $187.62 on Oct 3, with a $4.5 trillion market cap and Q2 FY2026 revenue of $46.7 billion, up 56% year over year. The company committed up to $100 billion in OpenAI for non-voting equity in September. On Oct 6, AMD announced a multi-year deal to supply 6 GW of AI GPUs to OpenAI, with expected revenue exceeding $100 billion over four years. Analysts’ consensus price target for Nvidia stands at $211.
6 October 2025
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White House’s Shocking 10% Intel Stake Plan Shakes the Tech World

Intel Corporation (INTC) – Oct 6 2025: A Tumultuous Rally, Government Stake and New Hope in AI Chips

Intel closed Oct 3, 2025 at $36.73, near its 52-week high, after surging about 70% year-to-date on heavy trading and speculation over new deals and investments. The U.S. government now holds a 10% equity stake, Nvidia invested $5 billion, and rumors of an AMD foundry deal persist. Despite the rally, Intel continues to post losses and analysts’ average 12-month price target is $26, below current levels.
6 October 2025
Big Pharma’s Billion-Dollar Bet: Inside Eli Lilly’s $5B Virginia Factory and America’s New Drug Manufacturing Boom

Eli Lilly Stock Rockets on GLP‑1 Boom and New Approvals: Is LLY the Next Trillion‑Dollar Pharma Titan?

Eli Lilly stock opened at $840.46 on Oct. 6, 2025, after a 9% surge the previous week, with a market cap near $795 billion and P/E ratio around 55. Q2 revenue rose 38% to $15.56 billion, led by Mounjaro and Zepbound, and Lilly raised 2025 guidance to $60–62 billion revenue. The company announced over $1 billion investment in India manufacturing and received European approval for Kisunla in early Alzheimer’s.
6 October 2025
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AMD’s AI Mega-Deal Sparks Stock Surge – Inside the OpenAI Partnership, New Chips & Showdown with Rivals

AMD’s AI Mega-Deal Sparks Stock Surge – Inside the OpenAI Partnership, New Chips & Showdown with Rivals

AMD shares closed at $164.67 on October 6, 2025, valuing the company near $267 billion. The stock jumped about 30% year-to-date after a 2024 slump. AMD announced a multi-year deal to supply AI chips to OpenAI, potentially bringing in tens of billions in annual revenue. OpenAI also received warrants to buy up to 10% of AMD’s stock at a nominal price.
6 October 2025
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Bitcoin ETF Frenzy: BlackRock’s IBIT Soars Past $90B as Uptober 2025 Rally Sets Records

Bitcoin ETF Frenzy: BlackRock’s IBIT Soars Past $90B as Uptober 2025 Rally Sets Records

BlackRock’s iShares Bitcoin Trust (IBIT) now ranks among the 20 largest U.S. ETFs, managing around $90–95 billion in assets. IBIT’s share price hit a 52-week high of $69–70 as Bitcoin surged past $125,000 on October 5. The ETF saw record inflows, with $405.5 million added on October 1 alone and daily trading volumes exceeding 80 million shares. IBIT controls about 57% of all Bitcoin ETF assets, far outpacing rivals.
6 October 2025
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Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

Oracle’s $300B AI Cloud Gamble – Can ORCL Stock Become the Next $1 Trillion Tech Titan?

Oracle shares surged 36% in one day after its September earnings report showed a record jump in cloud contract bookings, with the stock up about 70% year-to-date at $285 as of early October. The company landed a $300 billion, five-year cloud deal with OpenAI and is negotiating a $20 billion-plus contract with Meta. Oracle’s cloud backlog hit $455 billion, up 359% year-over-year. Long-term debt now exceeds $100 billion after heavy spending and bond issuance.
6 October 2025
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Quantum Rocket or Bubble? RGTI’s Stunning Surge Explained—And How It Stacks Up to IonQ, D‑Wave, and QUBT

Rigetti’s $13 Billion Quantum Leap – Stock Hits Record High on Big Deals, But Is the Hype Real?

Rigetti Computing shares hit a record $40 on October 6, 2025, up roughly 2,500% over 12 months as its market cap neared $13 billion. The surge followed $11.5 million in new contracts, including a U.S. Air Force deal, and major tech milestones. Q2 revenue fell to $1.8 million with a $39.7 million net loss. Analysts remain bullish but set average price targets near $20, far below current levels.
6 October 2025
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Coinbase (COIN) Stock Crashes in Crypto Sell-Off – Can It Bounce Back?

Coinbase’s October 2025 Firestorm: price surges, trust charter bid & analysts call COIN the “most misunderstood” stock

Coinbase Global (COIN) closed at $380.02 on October 3, 2025, up 2.5%, with a market cap near $97.6 billion. In pre-market trading October 6, shares rose to $388.88 as Bitcoin approached record highs. Coinbase and Samsung announced a partnership giving U.S. Galaxy users free Coinbase One access via Samsung Wallet. Joule Financial disclosed buying 3,513 shares, while insiders sold about 714,515 shares last quarter.
6 October 2025
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Richtech Robotics (NASDAQ: RR) Deep Dive — Why This Small‑Cap Robot Maker Is Turning Heads and Stirring Controversy in 2025

Richtech Robotics (NASDAQ: RR) Deep Dive — Why This Small‑Cap Robot Maker Is Turning Heads and Stirring Controversy in 2025

Richtech Robotics stock jumped nearly 20% to $6.18 on Oct. 3, 2025, after new service agreements with AutoNation and a global retailer. The company posted a $4 million Q3 loss on $1.2 million revenue but held over $85 million in cash. Short-seller Capybara Research accused Richtech of misrepresenting partnerships. H.C. Wainwright raised its price target to $6, while consensus remains around $4.50.
6 October 2025
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Applied Digital (APLD) Skyrockets on AI Deals – Is the Rally Sustainable?

AI Gold Rush Propels Applied Digital (APLD) to Record Highs – $11B Deals, Crypto Pivot & Power Plays (Oct 2025 Update)

Applied Digital shares jumped nearly 19% to all-time highs above $26.50 on Oct. 3, driven by AI infrastructure deals and anticipation of Q1 2026 earnings on Oct. 9. The company finalized a $11 billion, 15-year lease with CoreWeave and announced a $3 billion expansion in North Dakota. Fiscal 2025 revenue reached $144.2 million with a $161 million net loss. Applied Digital raised $269 million post-year-end to fund growth.
6 October 2025
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QuantumScape Stock Soars on Solid-State Battery Breakthrough – 3-Day Rally and Sector Shake-Up

QuantumScape Stock Soars on Solid-State Battery Breakthrough – 3-Day Rally and Sector Shake-Up

QuantumScape shares closed at $15.92 on Oct 3, up 11.3% and near a 52-week high after announcing a co-development deal with Corning for ceramic battery separators. The stock has surged about 170% year-to-date. Trading volume spiked as the rally triggered momentum buying. Most analysts still rate QS a “Sell/Reduce,” citing no revenue and a $9 billion valuation.
6 October 2025
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Joby Aviation Stock Skyrockets on Game-Changing Deals & FAA Push (Oct 2025)

Joby Aviation’s Electric Air Taxi Takeoff: Stock Soars on Deals, Partnerships & FAA Progress (Oct 2025)

Joby Aviation shares traded near $18 on October 6, 2025, tripling over the past year amid strong gains tied to its electric air taxi program. The company acquired Blade Air Mobility’s urban charter business in August and announced a UAE air taxi partnership for 2027. Joby remains pre-revenue, posting a Q2 net loss of $325 million with $991 million in cash. Analysts maintain a “Hold” rating, with price targets below current levels.
6 October 2025
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Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Flying into the Future: Why Archer Aviation’s High‑Altitude Breakthroughs and Global Partnerships Are Electrifying the Air‑Taxi Market (Oct 2025)

Archer Aviation shares jumped 13.3% to $11.52 on Oct. 3, 2025, despite a Q2 net loss of $206 million and no commercial revenue. The company ended the quarter with $1.72 billion in cash, boosted by recent fundraising and a White House order promoting eVTOLs. Its Midnight aircraft completed test flights up to 55 miles and debuted publicly in California. Analysts warn of high cash burn and likely future funding needs.
6 October 2025
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TSMC Stock Surges on AI Boom and U.S. Expansion: What to Know on Sep 23, 2025

TSMC’s 2025 Crossroads: AI Boom, 2‑nm Chips and Geopolitical Headwinds – What It Means for Investors

TSMC’s Taipei shares hit a record NT$1,370 on Oct. 2, closing at NT$1,365, while U.S. shares touched $292.19. Q2 revenue rose 44% to $30.1 billion, with full-year growth guided at 30%. The company is expanding in Arizona with a $165 billion investment. TSMC maintains most manufacturing in Taiwan despite U.S. pressure for a production split.
6 October 2025
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Quantum Leap: D-Wave (QBTS) Stock Skyrockets 2000% Amid Fed Rate Cuts and AI-Fueled Quantum Breakthroughs

Quantum Gold Rush: D-Wave (QBTS) Skyrockets on Breakthroughs as Quantum Computing Frenzy Heats Up

D-Wave Quantum shares hit a record $33 intraday on Oct. 3, closing up 12% at $32.70, with year-to-date gains of 289% and over 3,000% in 12 months. The surge followed news that D-Wave’s quantum system cut police response times by 50% in a UK pilot. Trading volume spiked to 77 million shares. The company now holds $819 million in cash after a major equity raise, with a market cap near $11 billion.
6 October 2025
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Quantum Computing Inc. (QUBT): 2025’s Wild 3,200% Quantum Stock Surge – Boom or Bubble?

Quantum Computing Inc’s Quantum Gold Rush: $750 M Windfall, New Tech & a Stock Surge for the Ages

Quantum Computing Inc. (NASDAQ: QUBT) shares surged over 2,500% year-on-year, closing at $24.62 after a 23% jump on Oct. 3, 2025. The company raised $750 million in private placement, despite reporting just $61,000 in Q2 sales and a $36.5 million net loss. QUBT debuted a room-temperature quantum encryption network on Sept. 29. Analysts cite strong momentum, but warn of minimal revenue, dilution, and legal risks.
6 October 2025
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Stock Market Today

  • Warren Buffett's Timeless Advice Gains Attention as FTSE 100 Dips Over 5%
    April 4, 2026, 3:49 PM EDT. The blue-chip FTSE 100 index dropped into correction territory last month, falling more than 10% from recent highs amid geopolitical uncertainty. Legendary investor Warren Buffett's advice to "be greedy when others are fearful" resonates in this climate. Buffett's historic strategy involved buying high-quality stocks during market dips, exemplified by his Coca-Cola investment post-1987 crash and Berkshire Hathaway stock repurchases during the 2020 pandemic sell-off. These moves yielded substantial gains-Berkshire's Coke holding is now valued at around $30 billion. Stocks like Coca-Cola HBC on the London Stock Exchange, down over 10%, currently present attractive valuations with reasonable price-to-earnings ratios of around 16 and dividend yields near 3%, though risks remain from geopolitical tension and supply chain challenges.
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