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.

Stock Market Rollercoaster: Tech Stocks Tumble After Trump-Xi Trade Truce & Fed’s Hawkish Signals

Stock Market Rollercoaster: Tech Stocks Tumble After Trump-Xi Trade Truce & Fed’s Hawkish Signals

Global stocks wobbled this week on the twin shocks of trade news and monetary policy. In Busan on Oct. 30, Trump met Xi Jinping and touted a deal to trim U.S.–China tariffs, resume Chinese soybean and energy imports, and keep rare-earths exports flowingreuters.com. Beijing promptly agreed to suspend some counter-tariffs for a year. Yet traders remained wary. “A good Trump/Xi meeting was in the price…we’ve simply got confirmation of that,” noted Daiwa’s Chris Scicluna, implying markets had already anticipated a positive outcomereuters.com. In fact, stocks “fell on concerns the truce may prove fleeting” as details were scant.
30 October 2025
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Novo Nordisk hijacks Pfizer’s Metsera deal with a $9B bid – obesity-drug war heats up

Novo Nordisk hijacks Pfizer’s Metsera deal with a $9B bid – obesity-drug war heats up

Novo Nordisk’s proposal is unsolicited, meaning Metsera’s board and shareholders will now review it against Pfizer’s agreement. Novo emphasizes that Metsera’s experimental therapies would be “complementary” to its own obesity portfolioreuters.com. According to MarketScreener, the bid is $56.50 in cash per Metsera share plus $21.25 in milestone CVRsmarketscreener.com. By contrast, Pfizer’s September deal was $4.9B upfront plus CVRs, for up to ~$7.3Bts2.techreuters.com. Novo’s offer thus values the company at roughly $6.5B upfront, sweetened to ~$9B with earnouts.
30 October 2025
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Merck (MRK) Stock Dips on Earnings Beat — Will Pipeline Boost Spur a Rally?

Merck (MRK) Stock Dips on Earnings Beat — Will Pipeline Boost Spur a Rally?

Merck’s stock price dipped on Oct 30, 2025 even as it delivered a strong third-quarter report. The company posted $17.28 B in Q3 sales and $2.58 adjusted EPS – above analyst forecastsmarketscreener.com. Sales of Keytruda, its blockbuster cancer drug, grew about 10%marketscreener.com, offsetting a drop in Gardasil vaccine revenue. Despite the beat, Merck narrowed its 2025 sales outlook while slightly raising profit guidancemarketscreener.com, a cautious stance that likely weighed on the share price.
30 October 2025
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Cambium Networks (CMBM) Stock Soars 377% on Starlink Tie-Up — Delisting Threats Loom

Cambium Networks (CMBM) Stock Soars 377% on Starlink Tie-Up — Delisting Threats Loom

On Oct 29 Cambium announced that its ONE Network solution now integrates SpaceX’s Starlink LEO satellite internet Prnewswire. The press release explained this enables “scalable management, visibility, and performance optimization” for enterprise Starlink connections, including multi-WAN bonding, advanced security, and centralized monitoring Prnewswire Benzinga. In other words, Cambium customers can now combine multiple Starlink links into their wired/wireless networks using Cambium’s cnMaestro and NSE platforms.
30 October 2025
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VCI Global Stock Skyrockets 88% on AI-Crypto Token News: Microcap VCIG Rallies Afterhours

VCI Global Stock Skyrockets 88% on AI-Crypto Token News: Microcap VCIG Rallies Afterhours

On Oct. 29 after the market closed, VCI Global announced that its unit Smart Bridge Technologies will solely issue and manage 1 billion XVIQ tokens – a new digital asset for AI infrastructure, GPU cloud services and real-world assetsglobenewswire.com. The press release outlined how Smart Bridge will oversee token issuance, a treasury and liquidity to generate fees from GPU services, cybersecurity, token settlement and moreglobenewswire.com. CEO Henry Chai said the mandate is “a pivotal step…[laying] the foundation for a digital financial infrastructure that connects AI, GPU, and real-world asset markets.”globenewswire.com.
30 October 2025
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Samsung Stock Soars on AI Chip Boom – Q3 Earnings Crush Estimates

Samsung Stock Soars on AI Chip Boom – Q3 Earnings Crush Estimates

Samsung’s share price climbed sharply on October 30 after it disclosed a surprise surge in Q3 earnings. The official results showed revenue of about ₩86.1 trillion and operating profit of roughly ₩12.2 trillion for July–September, well above analysts’ forecastslivemint.comgurufocus.com. The memory chip business was the standout: Samsung said record AI-driven demand led its chip division to post double-digit profit growth. In response, Seoul trading saw Samsung shares spike over 3% on the news, outperforming the broader Kospi indexreuters.cominvesting.com. As one market observer noted, “the third-quarter earnings surprise came from the chip business,” reflecting a turnaround for Samsung’s most important profit centerreuters.com.
30 October 2025
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Alphabet (GOOG) Hits Record High on Q3 Earnings Beat, AI Boom Fueling Rally

Alphabet (GOOG) Hits Record High on Q3 Earnings Beat, AI Boom Fueling Rally

Alphabet Inc.’s stock is on a tear heading into late October 2025. After this week’s earnings blowout, Alphabet’s Class C shares surged to roughly $270, marking a fresh all-time highreuters.com. On October 20, the stock had already closed at a record ~$256, valuing the Google parent near the elite $3 trillion market-cap clubts2.tech. Now, with the post-earnings pop, Alphabet firmly joins Apple and Microsoft among tech’s $3 trillion heavyweights. Year-to-date, the stock has climbed about 30%, dramatically outpacing the S&P 500’s ~12% gaints2.tech. For context, Alphabet’s rally has made it one of 2025’s top-performing mega-cap tech stocks.
30 October 2025
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Chipotle Stock Craters After Tepid Q3 Earnings – What’s Next for CMG?

Chipotle Stock Craters After Tepid Q3 Earnings – What’s Next for CMG?

Chipotle’s official earnings release confirmed a mixed quarter. Revenue rose to $3.0 billion but narrowly missed expectations, as comp sales growth failed to offset weaker trafficts2.techir.chipotle.com. EPS came in at $0.29, beating last year’s $0.28ir.chipotle.com but just matching analysts’ consensusmarketbeat.com. The report noted softer transactions – partly self-inflicted and largely driven by budget-conscious consumers – among households earning
30 October 2025
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Shock Selloff: Fiserv (FI) Stock Plunges 40% After ‘Shockingly Bad’ Q3, Major Shakeup Unveiled

Shock Selloff: Fiserv (FI) Stock Plunges 40% After ‘Shockingly Bad’ Q3, Major Shakeup Unveiled

On Oct. 29, Fiserv reported a severely underwhelming third quarter. Adjusted EPS was just $2.04, about $0.60 below analyst forecasts, on revenue of $4.92B vs. $5.36B expectedng.investing.com. In GAAP terms, earnings were $1.46 and revenue $5.26Bts2.tech, boosted by one-time items last year, but these obscured weakening core trends. Organic growth virtually stalled after mid-single-digit gains in Q2ts2.tech. Fiserv cited a steep fall in its Argentine peso business and softer merchant volumes for the shortfall. CEO Mike Lyons – on the job only since May – acknowledged the miss was “not where we want it to be nor where our stakeholders expect it to be”ts2.tech.
30 October 2025
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Alphabet Stock Skyrockets on AI Frenzy – Is $300 Next?

Alphabet Stock Skyrockets on AI Frenzy – Is $300 Next?

Key Facts: - Alphabet’s Class A shares traded around $274.6 on Oct. 30, 2025reuters.com, up from ~$267.5 on Oct. 28investing.com. The stock is about +30% year-to-datets2.tech and recently flirted with an all-time hights2.tech. - Q3 2025 results: Alphabet reported revenue of $102.3 billion and GAAP EPS of $2.87investopedia.coms206.q4cdn.com, easily beating Wall Street estimates. Google Services grew ~14%, and Google Cloud surged ~34% to $15.2Bs206.q4cdn.com. - Business growth: Google Search ad revenue rose about 12% YoY in Q3, and YouTube ad sales grew similarlyreuters.com, driving total ad revenue of roughly $65.9Breuters.com. Google Cloud continues its rapid expansion, keeping pace with Microsoft and Amazon. - AI and products: Alphabet is plowing huge capital into AI and new offerings. In early October it unveiled AI-powered Pixel 10 phones, Pixel Watch 4, etc., and announced ~$24B in new AI/cloud projectsts2.tech. CEO Sundar Pichai hailed Q3 as “our first-ever $100 billion quarter,” crediting widespread momentums206.q4cdn.com. - Analyst outlook: Wall Street is mostly bullish. About 80% of analysts rate GOOGL a Buyts2.tech. The consensus 12-month target is around the mid-$200sts2.tech, though many firms see more room to runts2.tech. Regulatory and macro risks temper some expectations, but key growth drivers remain strong.
30 October 2025
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Microsoft Stock Nears All-Time High on AI, Cloud Boom – Is $625 Next?

Microsoft Stock Nears All-Time High on AI, Cloud Boom – Is $625 Next?

Microsoft’s October surge reflects both its recent execution and investor anticipation. The strong Q1 results and aggressive AI/cloud investments have boosted confidence. As Barclays noted about the OpenAI news, the company is “putting down all its chips to bet on AI’s future”reuters.com, and many analysts expect this to pay off. While valuations are lofty, Wall Street consensus remains overwhelmingly bullish. Even cautious voices admit Microsoft’s diverse revenue streams and cash flows justify a premiumts2.tech. Going forward, analysts will watch closely for signs of sustained cloud growth and how Microsoft manages rising capex. The combination of secular AI demand, expanded cloud offerings, and a loyal enterprise base gives Microsoft a clear runway. Barring any surprises, most experts believe MSFT could extend its rally – many price targets imply another 15–20% upside in the next 12 months.
30 October 2025
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MP Materials Stock Surges on Rare-Earth Export Truce – Analysts Weigh In

MP Materials Stock Surges on Rare-Earth Export Truce – Analysts Weigh In

Key Facts: MP Materials closed at $64.29 on Oct. 29, 2025markets.financialcontent.com, after retreating from mid-October highs. The stock has soared roughly 300–380% YTDts2.techreuters.com. It traded as high as $100.25 in mid-October, but recent U.S.–China trade news sent it back to the mid-$60s. MP’s huge 2025 gains reflect a string of catalysts: a $400M U.S. Defense Dept. investment with a $150M loan and guaranteed rare-earth magnet offtakets2.tech, plus a $500M deal to supply Apple with rare-earth magnetsreuters.com. Those deals helped the stock surge 20% on the Apple announcementreuters.com. In contrast, recent concerns over a U.S.–China trade truce led MP shares to fall ~7% on Oct. 27tipranks.commarkets.financialcontent.com. Analysts remain mostly bullish: MarketBeat shows a “Moderate Buy” consensus with a 12-month average target of $77.80marketbeat.com, though price targets range $64–$112marketbeat.com.
30 October 2025
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Powell’s Hawkish U-Turn and Trump–Xi ‘Mini-Deal’ Leave S&P 500 Futures on Edge

Powell’s Hawkish U-Turn and Trump–Xi ‘Mini-Deal’ Leave S&P 500 Futures on Edge

S&P 500 futures hovered near their recent highs on Thursday as Wall Street digested a tug-of-war between dovish Fed policy and new uncertainties. Early Oct 30 trading showed futures almost unchanged, mirroring Wednesday’s close around 6,890.59reuters.com. Markets had rallied into Wednesday, with the Nasdaq hitting a fresh peak and the S&P near its own record, on hopes the Fed would continue cutting rates and on positive tech news. But Fed Chair Jerome Powell’s press conference after the Oct 29 meeting cooled those hopes.
30 October 2025
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Eli Lilly Stock on Fire: GLP-1 Bonanza, Big Earnings & AI Pivot Drive Rally

Eli Lilly Stock on Fire: GLP-1 Bonanza, Big Earnings & AI Pivot Drive Rally

Eli Lilly’s stock has been on a tear this year, driven by blockbuster drug sales and upbeat guidance. As of Oct. 29, 2025, LLY traded near $813.53investing.com. After hitting highs in the mid-$850s in early October, the shares have pulled back modestly. Trading volume and technical indicators suggest a consolidation phase after the recent rallyintellectia.aiintellectia.ai.
30 October 2025
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Meta Stock Skyrockets on AI Push – Will It Keep Soaring?

Meta Stock Skyrockets on AI Push – Will It Keep Soaring?

Overall, Meta’s late-2025 story is one of high stakes and high hopes. Its core advertising machine is booming, and investors have cheered the aggressive AI and hardware bets. The company is locking in massive infrastructure and talent today, banking on big payoffs tomorrow. Whether all that spending will translate into sustained user growth and new revenue streams remains to be seen. But for now, most analysts remain on board, believing Meta’s 3-billion-user ecosystem and deep pockets make it a powerful player in the AI erats2.techts2.tech.
30 October 2025
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Stock Market Today 30.10.2025

Stock Market Today 30.10.2025

ENDEDLive coverage has endedEnded: October 31, 2025, 12:00 AM EDT Liberty Latin America (LILA) Valuation Under Scrutiny as Shares Slide Despite Solid Fundamentals October 30, 2025, 10:36 PM EDT. Liberty Latin America (LILA) has fallen ~6% over the last month despite solid annual revenue growth and a rebound in net income. Its 1-year total shareholder return is down >20%, even after a strong rally earlier this year and a ~21% YTD gain. The stock trades at a discount to analyst targets, with a fair value around $10.63 versus a recent close near $7.77, suggesting an undervalued setup for patient investors.
30 October 2025
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Diageo Stock on the Rocks After 30% Slide – Is a Comeback Brewing for LSE: DGE?

Diageo Stock on the Rocks After 30% Slide – Is a Comeback Brewing for LSE: DGE?

Diageo’s share price has had a turbulent 2025, plunging nearly one-third year-to-date amid repeated disappointments. As of October 30, 2025, the stock traded around 1,755–1,760 pence, roughly flat with the prior day’s close after a modest mid-week uptick. That leaves the maker of Johnnie Walker whisky and Guinness beer down over 30% for the year – a stark contrast to the broader market upswing. In fact, Diageo has been one of the FTSE 100’s laggards, having lost about 30% of its value in 2025 alone. Investors who cheered a brief 6.5% share bounce after summer earnings saw those gains fizzle out by autumn, as macroeconomic worries returned.
30 October 2025
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Klarna’s Wild Post-IPO Ride: Stock Slump, New Deals & Experts Predict What’s Next

Klarna’s Wild Post-IPO Ride: Stock Slump, New Deals & Experts Predict What’s Next

Klarna’s New York IPO marked one of the year’s biggest fintech debuts. Priced at $40 per share, the offering raised about $1.37 billion and valued the Swedish BNPL leader at roughly $15 billionts2.tech. This valuation, while only one-third of Klarna’s pandemic-era $45.6 B peak, was more than double its 2022 low of $6.7 B after tech markets crashedts2.tech. The IPO was oversubscribed and priced above the initial $35–$37 range, reflecting pent-up investor demand. “$15 billion is far from disappointing”, noted Samuel Kerr, a market expert, given it topped Klarna’s target range and left investors “wanting more”reuters.com. Klarna’s CEO Sebastian Siemiatkowski didn’t sell shares, signaling confidencereuters.com.
30 October 2025
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OpenAI’s Next Era: GPT-5 Revolution, $500 B Overhaul, and an AI Arms Race Ignites

OpenAI’s Next Era: GPT-5 Revolution, $500 B Overhaul, and an AI Arms Race Ignites

Sources: Key developments are sourced from recent news and official updates, including reporting by Reutersreuters.comts2.tech, Bloomberg and tech outlets, OpenAI’s own announcementsopenai.comopenai.com, and analyses by industry experts and TechStock²/TS2 tech newsts2.techts2.tech. All information is current as of October 30, 2025.
30 October 2025
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Massive Cybersecurity Storm: Ransomware Rampages, Mega-Breach Scare & Global Outages

Massive Cybersecurity Storm: Ransomware Rampages, Mega-Breach Scare & Global Outages

Late October brought a wave of alarming cyber breaches across industries. Advertising leader Dentsu revealed that its U.S. arm Merkle was compromised, forcing systems offline as investigators found employee banking details, payroll info, and client records exposedbleepingcomputer.combleepingcomputer.com. In aviation, WestJet admitted hackers stole sensitive customer data including passport scans and personal detailsts2.tech. The carrier traced the breach to a third-party IT supplier and is offering affected fliers credit monitoringts2.tech. Security experts call stolen passport info especially dangerous since it can enable identity theft and fraud in travel systemsts2.tech.
30 October 2025
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