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.

Intel (NASDAQ:INTC) Turns a $400 Million High-NA Tool Into a Manufacturing Hedge

Intel Corporation has begun high-volume production of a subset of Panther Lake laptop chips using ASML Holding N.V.’s High NA EUV system, making it the first chipmaker to ship a volume logic product with the technology. The more useful signal for investors is what Intel did not do: selected 18A layers are also qualified on ASML’s established NXE platform at matched yields, so Panther Lake is not tied to the new machine.

15 July 2026

NASDAQ:ASML·NASDAQ:INTC·Stock Market Analysis

Stock Market Today: Live Updates 15.07.2026

LIVEMarkets rolling coverageStarted: July 15, 2026, 4:00 AM EDTUpdated: July 16, 2026, 3:59 AM EDT 3 Singapore Stocks With No Debt Yielding More Than 2.5% July 16, 2026, 3:52 AM EDT. HRnetGroup, VICOM, and Credit Bureau Asia all pay dividends above the CPF Ordinary Account’s 2.5% per annum. HRnetGroup is at 5.7%, supported by S$262.9 million cash and no debt. VICOM’s yield is 4.7%, helped by better operating margins and strong cash. Credit Bureau Asia pays a 3.7% yield. All three companies use free cash flow to pay dividends, not debt, which could attract investors looking to beat CPF returns

15 July 2026

Stock Market

Tower Semiconductor (NASDAQ:TSEM) jumps 11% as chips recover

Tower Semiconductor closed up 11.24% at $255.49 on Tuesday after it said it will expand its capacity in Japan, backed by $1 billion in government support. Tower is now aiming for $1.2 billion in net profit in 2028, up from its previous goal of $750 million—a boost of 60%. While the shares jumped, that new target is still more than five times the stock's move, making the shares look cheaper by this measure.

15 July 2026

Earnings Reports·NASDAQ:TSEM·Semiconductors·Stock Market

SemiLEDs soars 47% on quarter after equipment resales lead gross profit

SemiLEDs Corporation jumped 47% to close at $2.24 Tuesday. The LED supplier posted a quarterly profit, but a look at the filing shows equipment resales accounted for roughly 94% of gross profit, not LED sales. Next quarter will matter more.

14 July 2026

Earnings Reports·NASDAQ:LEDS·Stock Market·Technology

Carvana (NYSE:CVNA) rises 8% after CPI report, focus stays on financing

Carvana Co. shares surged 8.3% Tuesday after a softer U.S. inflation print sent Treasury yields sliding, which offered more support to the debt-reliant used-car platform than to the general market or rival dealerships. Carvana finished at $70.38, ahead of the S&P 500 by 7.9 points. The gain looked tied to macro factors.

14 July 2026

NYSE:CVNA·Stock Market

IBM (NYSE:IBM) weighs on Dow, but US stocks rise as CPI cools

Dow slips by around 70 points late Tuesday, but that figure makes Wall Street’s drop look worse than it is. If IBM hadn’t moved, the Dow would be up roughly 379 points, and the S&P 500, Nasdaq, and Russell 2000 traded in the green already. The main number didn’t match the broader action.

14 July 2026

NYSE:IBM·Stock Market

SoFi Shares Bounce Back; 2026 Profit Goals Still Key for Second Half

SoFi Technologies needs a big margin jump in the second half to hit its 2026 goals. Shares bounced Tuesday after a softer inflation read cooled worries over another Fed rate hike. Management’s forecast calls for an adjusted EBITDA margin around 38% in the last six months of the year, up from roughly 30% in the first half.

14 July 2026

NASDAQ:SOFI·Stock Market

Bank of America (NYSE:BAC) Q2 earnings: Market-linked businesses drove 63% of revenue growth

Bank of America Corp reported a 27% rise in second-quarter profit, but a clean revenue bridge shows the beat leaned heavily on market-sensitive businesses. Market making, investment and brokerage services, and investment banking generated $2.61 billion, or 63%, of the bank’s $4.12 billion year-on-year revenue increase. Net interest income — the spread between what a bank earns on assets and pays for funding — supplied another 32%.

14 July 2026

Earnings Reports·NYSE:BAC·Stock Market

Stock Market Today: Live Updates 14.07.2026

LIVEMarkets rolling coverageStarted: July 14, 2026, 4:00 AM EDTUpdated: July 15, 2026, 3:59 AM EDT Samsung Electronics Up 318% This Year but Valuation Still Looks Low July 15, 2026, 3:56 AM EDT. Samsung Electronics’ stock has soared 318% over the last year, but valuation numbers keep pointing to a discount. The company trades at a P/E of 20.8x, which is under the tech sector average of 23.2x, and way below rivals’ average of 60.7x. Samsung screens cheap on five out of six valuation measures. Settling a recent Wi-Fi patent case could take away some legal uncertainty, though more IP issues

14 July 2026

ASX:DRO·ASX:SIG·Stock Market

JD.com pops while Qualcomm lags as volume tracks search trends

Qualcomm dropped 2.7% Monday, even after TD Cowen bumped its price target to $225 from $200. JD.com added 2.4% while Macquarie lowered its target to $37 from $40. The new targets suggest possible upside of 22.3% for Qualcomm, 28.1% for JD, versus their latest closes. Macquarie kept an Outperform on JD, projecting Q2 revenue to slip 4% and adjusted operating profit—before specified items—at RMB5.8 billion.

14 July 2026

NASDAQ:JD·NASDAQ:QCOM·Stock Market·Technology

S&P Falls 0.8% as Chips Slide 4.8%, Oil Up 9%

U.S. stocks ended Monday in the red, but the main indexes hid most of the hit. The PHLX Semiconductor Index tumbled 4.78%, falling much harder than the S&P 500’s 0.79% dip. The S&P 500 Equal Weight Index barely budged, off just 0.05%.

13 July 2026

NASDAQ:SKHY·Oil Prices·Stock Market

Super Micro Stock Looks Cheap—Until a Potential 28% Share-Count Hit Enters the Math

Super Micro Computer shares fell 3.2% to $27.41 in afternoon trading on Monday, below the $27.50 price set for its June common-stock offering. At 13.2 times trailing earnings, the stock looks inexpensive. Yet the base preferred conversion and a fully used $1.25 billion stock-sale program could add 24.6% to 28.1% to an illustrative pro forma basic share count, based on the offering terms and Monday’s price.

13 July 2026

NASDAQ:SMCI·Stock Market

JPMorgan Earnings Week Puts $35 Billion at Stake; Citi Hikes Buyback Target

JPMorgan Chase options are pricing in a possible $35 billion move in market value tied to Tuesday’s results. Weekly options suggest a 3.77% swing through Friday, which translates to $34.9 billion on the bank’s $925.1 billion market cap. JPMorgan shares slipped 0.7% to $334.27 on Monday afternoon.

13 July 2026

Earnings Reports·NYSE:C·NYSE:JPM·Stock Market

GE Aerospace Stock’s $368 Billion Valuation Faces a 2.2% Cash-Flow Test

GE Aerospace fell 1.7% to $353.12 by 1:10 p.m. EDT on Monday, leaving it valued at about $368.4 billion three days before its quarterly report. At that price, investors are paying 43.9 to 46.1 times the company’s $8.0 billion-to-$8.4 billion 2026 free-cash-flow guide — cash left after capital spending. That is a demanding hurdle for the next update.

13 July 2026

Aerospace Industry·NYSE:GE·Stock Market

Nasdaq Slides on Chip Rout, but a Hidden Breadth Gauge Says the Selloff Is Narrow

U.S. stocks split sharply at midday Monday, with the Nasdaq Composite down 0.9% and the S&P 500 off 0.4% by 11:15 a.m. EDT as another memory-chip selloff met a 4.5% jump in Brent crude to $79.41 a barrel. The Dow eased 0.2%, a smaller move than in tech-heavy benchmarks.

13 July 2026

Nasdaq·NYSE:CVX·NYSE:IBM·NYSE:UNH·Stock Market

ONDS Drops, DZYNE Deal Shares Lose $73 Million, Valuation Still Faces 8.3x Sales Hurdle

Ondas Inc. was down about 2.3% to $7.09 late Monday morning. At that level, the roughly 85 million shares going to DZYNE Technologies’ sellers were valued near $602.7 million. That’s about $72.8 million below the $675.48 million listed in a regulatory filing.

13 July 2026

NASDAQ:AVAV·NASDAQ:KTOS·NASDAQ:ONDS·Stock Market

Netflix’s Q2 earnings land, but $8.1B challenge looms for investors

Netflix heads into its Q2 earnings Thursday with more at stake than just the quarter’s figures. Company guidance suggests Netflix will need about $8.1 billion in operating profit for the back half of the year, almost 30% higher than last year. Shares gained 2.5% to $75.23 early Monday on Nasdaq.

13 July 2026

NASDAQ:NFLX·Stock Market·Technology

Nvidia’s $373 Billion Rally Faces 70% Earnings Jump

Nvidia Corporation gained around $373 billion in market cap over the last five sessions ended Friday, but saw about $69 billion wiped out before markets opened Monday. Chip stocks slipped. Around 8 a.m. ET, Nvidia was trading at $208.11, off 1.35%, after the $210.96 close on Friday.

13 July 2026

Earnings Reports·NASDAQ:NVDA·NVIDIA·Stock Market·Technology

Toyota’s $3.6 Billion Tacoma Move to Texas Carries a $24,000-Per-Unit Capacity Cost

Toyota Motor will spend $3.6 billion to add about 150,000 vehicles of annual capacity in San Antonio, or roughly $24,000 for each unit of yearly factory capacity. That ratio is not the manufacturing cost of a truck; it measures upfront investment against one year of designed output. At the Tacoma’s first-half U.S. sales pace, the line would cover about 52% of annual sales, leaving Mexico central to supply.

13 July 2026

NYSE:TM·Stock Market

Stock Market Today: Live Updates 13.07.2026

LIVEMarkets rolling coverageStarted: July 13, 2026, 4:00 AM EDTUpdated: July 14, 2026, 3:59 AM EDT Johnson & Johnson (JNJ) lifts dividend for 64th year, stock still hovers near record highs July 14, 2026, 3:59 AM EDT. Johnson & Johnson (JNJ) bumped its dividend up for the 64th year straight, hiking the payout by 3.1% to $5.36 annually. Yield sits around 2.1%. That accounts for about 46% of expected adjusted earnings, leaving plenty of room for future raises. Its AAA credit rating remains rare, matched only by Microsoft. Shares have climbed over 60% in the past year and now trade close

13 July 2026

NASDAQ:HXS·Stock Market

Previous 1 … 24 25 26 27 28 … 429 Next