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.

Core Scientific Rises as Bitcoin Booms and CoreWeave Deal Fails, Focus Shifts to AI Data Centers

Core Scientific Rises as Bitcoin Booms and CoreWeave Deal Fails, Focus Shifts to AI Data Centers

Core Scientific’s stock found itself in focus after the dramatic breakdown of a planned merger. On Oct. 30 shareholders rejected CoreWeave’s $9 billion all-stock bidreuters.comdatacenterdynamics.com. Core Scientific said in a press release that it “did not receive the requisite number of votes” and therefore terminated the merger agreement, effective immediatelybusinesswire.com. The result came after weeks of proxy battles: major holder Two Seas Capital led a campaign saying the deal “materially undervalues” Core Scientificreuters.com, and ISS likewise urged a no-vote, reasoning that Core Scientific “has performed well on its own” and can keep growing independentlycoindesk.com.
Critical Metals (CRML) Stock Skyrockets on Rare-Earth Boom – What’s Next?

Critical Metals (CRML) Stock Skyrockets on Rare-Earth Boom – What’s Next?

CRML’s chart over the past month has been extreme. In the week after U.S. stake rumors the stock vaulted from about $10 to ~$16.60ts2.tech, then briefly spiked to an intraday high of $21.45 on Oct. 13ts2.techts2.tech. Trading volumes surged, underlining the volatility. Technical analysts at StocksToTrade noted CRML “traded as low as $10.20 and as high as $16.98 in just one week”ts2.tech. After the mid-month profit-takingfxleaders.com, the stock stabilized near its 50-day moving average. On Oct. 30 CRML is trading around $13.5reuters.com, well above its late-Sept level but below the mid-month peak. Market analysts caution that such wild swings are likely to continue, given the speculative nature of the storyts2.tech.
30 October 2025
EMCOR Group (EME) Delivers Record Q3 – So Why Are Shares Crashing?

EMCOR Group (EME) Delivers Record Q3 – So Why Are Shares Crashing?

EMCOR’s Oct 30 report painted an overwhelmingly positive picture: “We had an outstanding third quarter,” CEO Tony Guzzi told analystsbusinesswire.com, noting 16.4% revenue growth and an all-time high backlog. Net income was $295.4Mbusinesswire.com, well above last year’s $270.3M. In fact, EMCOR narrowly beat the street’s EPS consensusnasdaq.com – though it fell slightly below a higher Zacks estimate of $6.65timesunion.com. The full-year outlook was boosted: revenues now expected ~$16.75 B with EPS at least $25.00businesswire.comnasdaq.com. Guzzi highlighted that performance obligations jumped to $12.61Bbusinesswire.com, and said the company’s diverse pipeline supports a “positive outlook for the rest of the year”businesswire.com.
Navan’s IPO Flop? TravelTech Stock Sinks 12% on Nasdaq Debut

Navan’s IPO Flop? TravelTech Stock Sinks 12% on Nasdaq Debut

Navan’s first day as a public company was rocky. The stock debuted on Nasdaq under the ticker NAVN, immediately trading below its IPO price. Reuters reports Navan “started trading 12% below” the offering price, opening around $22reuters.com. By midday on Oct 30 the stock was near $21.14, a ~15% drop from $25investing.com. This initial slide wiped out tens of millions in paper value – the company’s fully diluted market cap dipped to about $5.9–6.7 billionreuters.com.
30 October 2025
Salesforce (CRM) Stock Rockets After $60B Dreamforce AI Bombshell – Can the Rally Last?

Salesforce (CRM) Stock Rockets After $60B Dreamforce AI Bombshell – Can the Rally Last?

Salesforce’s shares have been on a bumpy ride. After hitting a low around $235.69 on Oct. 1ts2.tech, CRM stabilized in the mid-$230s. The big story came mid-October at Dreamforce, when management rolled out its ambitious plans. The $60B by 2030 revenue projection sparked a market rally: in after-hours trading on Oct. 15, CRM jumped about 5%ts2.techts2.tech. By Oct. 16’s close, the stock was trading in the mid-$240s. “We have had some lower-stage growth for a while… that is reaccelerating,” said CFO Robin Washington at Dreamforcets2.tech – a signal intended to reassure shareholders about a growth rebound.
AI & Quantum Sparks a Big Blue Comeback – IBM Stock Rallies (But Will it Last?)

AI & Quantum Sparks a Big Blue Comeback – IBM Stock Rallies (But Will it Last?)

Valuation & Dividends: IBM now trades at tech-like multiples – forward P/E in the mid-20sts2.tech, well above its historical ~16×. The company boasts strong cash flow and a dividend yielding ~2.3%ts2.techts2.tech. IBM is a Dividend Aristocrat with 29 years of consecutive raisests2.tech, which helps cushion concerns over valuation.
Amazon (AMZN) Stock Skyrockets: Q3 Beats, Cloud Boom & $2.5B FTC Win

Amazon (AMZN) Stock Skyrockets: Q3 Beats, Cloud Boom & $2.5B FTC Win

Sources: Contemporary news and analysis, including Reutersreuters.comreuters.comreuters.comreuters.com, company guidance and press releases, as well as reports from CNBC, Bloomberg, MarketWatch, MarketBeat, and tech analysists2.techftc.govbusinessinsider.comts2.tech, among others. All quotes and data points are drawn from the cited sources.
30 October 2025
SAP Stock Soars on Cloud Surge — Can the Rally Continue?

SAP Stock Soars on Cloud Surge — Can the Rally Continue?

Bottom Line: SAP remains a market heavyweight riding a powerful transition to cloud and AI. Its Q3 results showed solid gains, but management warned of a near-term slowdown in cloud growth. Analysts say the long-term story is positive – backlog is large and costs are in check – but with the stock near cycle highs, “the rally” may need new catalysts to keep climbing. Investors will be watching upcoming earnings and how well SAP turns its AI/cloud investments into sales.
China–Russia Mega Trade Deal Jolts Markets: Stocks React to New Pact

China–Russia Mega Trade Deal Jolts Markets: Stocks React to New Pact

China and Russia have upped their economic partnership with a new set of agreements. In late October 2025 Beijing and Moscow announced that they would “push for a stable expansion of two-way trade with an optimized structure”en.people.cn. Commerce Minister Wang Wentao and Russia’s economic minister Reshetnikov co‑chaired a subcommittee meeting on Sept. 28, where they agreed to deepen cooperation in areas from digital services to infrastructure. Most notably, President Putin signed the law ratifying an updated Bilateral Investment Treaty with Chinarussiaspivottoasia.com. This overhaul — originally agreed in May — strengthens legal protections for investors and introduces “single-window” support and visa facilitation for businesspeople, addressing hurdles that had stalled cooperation.
Oracle (ORCL) Stock Rockets 70% on AI Frenzy – Jim Cramer Warns “It’s the Only One I’m Worried About”

Oracle (ORCL) Stock Rockets 70% on AI Frenzy – Jim Cramer Warns “It’s the Only One I’m Worried About”

Oracle’s stock peaked at an all-time high around $345 in early Sept. 2025 thanks to blockbuster AI/cloud news ts2.tech. In the past two weeks it has pulled back to the high-$200s: on Oct. 24 it traded in the $282–$287 range ts2.tech, but by Oct. 30 it was around $270. This recent drop followed a very sharp run-up – ORCL fell about 7% on Oct. 17 after Oracle issued extremely aggressive multi-year forecasts at its AI World event ts2.tech ts2.tech. Technicals show ORCL bouncing off its 50-day moving average near $274 ts2.tech. Over the year the uptrend is clear: ORCL was near $160 in Jan. 2025 and even with the Oct. pullback it’s still far above that. TS2’s analysis noted that in 2025 “even after recent declines, ORCL remains up dramatically” YTD ts2.tech. In short-term terms, analysts see the chart as volatile but upward-biased amid newsflow.
Chinese EV Tsunami Shakes German Auto Industry: BYD’s 30% Profit Crash and ‘Electrobomber’ Fears

Chinese EV Tsunami Shakes German Auto Industry: BYD’s 30% Profit Crash and ‘Electrobomber’ Fears

BYD’s October 2025 report shocked investors: third-quarter profit plunged to ¥7.8 billion, down almost 33% from a year agode.investing.com. CEO Wang Chuanfu has slashed prices across BYD’s model range to fend off competition, triggering the rare profit drop. Analysts say this reflects Beijing’s crackdown on extreme discounting in China’s overheated EV marketts2.techts2.tech. Despite the revenue hit, BYD remains China’s sales leader: its 1H 2025 revenue exceeded Tesla’s for the first timets2.tech, illustrating its massive volume advantage.
30 October 2025
Tesla Stock Surges on Record Q3 Sales – Can It Keep Climbing?

Tesla Stock Surges on Record Q3 Sales – Can It Keep Climbing?

Tesla Inc. shares have been trading near the top of their 52-week range amid the late-October market rally. After rising to new highs earlier in October, the stock consolidated in the low- to mid-$440s by Oct. 30ts2.techts2.tech. On Monday Oct. 27, TSLA jumped about 4.3% – its largest one-day gain in weeks – on news of improving U.S.–China trade talks and continued buzz around its technology roadmapts2.tech. By that day’s close the stock was trading near $449, and it remained in the high $440s by late Oct. 29ts2.techstockanalysis.com. Year-to-date the shares are up roughly 10–12%, and about 80% above levels of a year agots2.tech.
BYD Stock Plunges 30% on Profit Slump – Is the EV Price War to Blame?

BYD Stock Plunges 30% on Profit Slump – Is the EV Price War to Blame?

BYD’s stock has experienced a sharp correction in recent months. In early 2025 the Hong Kong-listed shares hit record highs, but by late October they traded near HK$104reuters.com – roughly 30% below the peakbloomberg.com. This slide erased tens of billions in market value. For example, Bloomberg reports the company lost over $45 billion of market cap as stock slid 32% from May to Octoberbloomberg.com.
Metsera Stock Skyrockets as Pfizer-Novo Clash in $9B Bidding War

Metsera Stock Skyrockets as Pfizer-Novo Clash in $9B Bidding War

Metsera’s share price has been on a roller-coaster amid takeover speculation. In late September, Pfizer agreed to buy Metsera for $47.50 per share in cash plus up to $22.50 in contingent paymentssec.gov. Pfizer CEO Albert Bourla said this deal “propels Pfizer into this key therapeutic area” of obesity treatmentsec.gov. Metsera CEO Whit Bernard called the deal “an excellent outcome for our shareholders” and praised the chance to “realize the promise of improved human health at scale” under Pfizer’s wingsec.gov.
Biogen Stock Slides on Q3 Beat as Guidance Cut Shocks Investors

Biogen Stock Slides on Q3 Beat as Guidance Cut Shocks Investors

Biogen Inc. is a leading neuroscience biotech known for multiple sclerosis and rare-disease therapiests2.tech. On Oct. 30, 2025 the stock dipped after a mixed earnings release. The company beat Q3 expectations – adjusted EPS $4.81 vs. $3.88 est and $2.53 B revenue vs. $2.34 B estng.investing.com – but lowered its full-year outlook. Biogen now expects 2025 non-GAAP EPS of $14.50–$15.00, citing an anticipated ~$1.25 per-share charge in Q4 for recent R&D dealsreuters.comreuters.com.
Cigna (CI) Rallies on Q3 Beat & Rebate-Free Drug Plan – Is a 25% Upside in Sight?

Cigna (CI) Rallies on Q3 Beat & Rebate-Free Drug Plan – Is a 25% Upside in Sight?

Cigna’s stock has pulled back modestly in late October after a strong run earlier in the year. According to market data, CI closed at $299.12 on Oct 29, 2025, down about 3% from the previous closestockanalysis.com. The dip followed weakness in broader managed-care stocks amid concerns about healthcare costs and policy. In pre-market trading Oct 30, CI rebounded to about $303reuters.com. Over the past year, CI shares have traded between roughly $257 and $350stockanalysis.com, reflecting volatility in the insurance sector.
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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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