Marcin Frąckiewicz

Marcin Frąckiewicz is the founder and CEO of TS2 Space, a satellite communications company serving customers around the world. A graduate of the Warsaw School of Economics (SGH), he has more than two decades of experience in telecommunications, satellite services and technology ventures. He writes about satellite communications, space technology, artificial intelligence and the stock market, with a particular focus on technology companies, semiconductors, emerging industries and the trends shaping global innovation. Follow Marcin Frąckiewicz on Google News, Facebook. or Linkedin.

Expand Energy (EXE) Stock Soars on LNG & AI Demand — Analysts See 20% Upside

Expand Energy (EXE) Stock Soars on LNG & AI Demand — Analysts See 20% Upside

Key Facts: - Price: ~$103.8 per sharereuters.com. - Year-to-date: Up ~4.2% from ~$99.55 on Jan 1marketbeat.com. - Market Cap: ~$25.5 billion; P/E: ~274; Dividend: $2.30 annuallyamericanbankingnews.comamericanbankingnews.com. - Analyst Consensus: “Strong Buy”; 12-month average price target ~$127.62americanbankingnews.comstockanalysis.com. - Business: Largest independent U.S. natural gas producer, focused on Appalachian and Haynesville gas fieldsen.wikipedia.org. - Recent Events: Announced Q3 earnings release and conference callquiverquant.com; celebrated first Nasdaq anniversary in early October.
Energy Stock on Fire: EPD’s 7% Yield and Massive Growth Plans Might Be About to Spark a Rally

Energy Stock on Fire: EPD’s 7% Yield and Massive Growth Plans Might Be About to Spark a Rally

The past week’s headlines have been upbeat for midstream energy. On Oct 7, EPD announced its Q3 distribution of $0.545/unitmarketscreener.com – reinforcing a 27-year growth streakmarkets.financialcontent.com. Shortly after, a MarketBeat alert noted that Weiss Ratings reaffirmed EPD at a “Buy” with an average $35.8 price targetmarketbeat.com. Insider buying news in late July and reports of big institutional buys have also hinted at confidence.
Vistra (VST) Stock Skyrockets Past $200 on Power-Demand Boom – Can the Rally Last?

Vistra (VST) Stock Skyrockets Past $200 on Power-Demand Boom – Can the Rally Last?

Vistra shares have jumped sharply this week. After trading around $185–$189 last Wednesday, VST jumped to $191.37 on Oct 23 and then to $201.47 by Friday’s closereuters.comfinance.yahoo.com. That +5.3% one-day gain on Oct 24 came amid a broad market rally: tech stocks led the advance as U.S. inflation cooled, boosting Fed rate-cut expectations. Friday’s CPI report showed September CPI up just 0.3%ts2.tech, and TS2.tech notes markets now see ~90% odds of a Fed rate cut at next week’s meetingts2.tech. The Nasdaq and S&P 500 both closed at record highs on Oct 24, led by gains in chip and AI-related namests2.tech. Vistra bucked the sector trend and rallied strongly, reflecting its unique exposure to power demand.
25 October 2025
ServiceNow’s AI Revolution: Record Growth, Stock Insights & Bold Moves in 2025

ServiceNow Stock Edges Higher as AI Hype & Analyst Optimism Build Momentum

ServiceNow’s shares have been choppy this fall, mirroring swings in tech stocks. After hitting an all-time high earlier in 2025, the stock corrected as broader tech indices have advanced only modestly. The S&P 500 tech sector is up on the year, but ServiceNow underperformed amid concerns over U.S. federal IT budgets and AI-related valuation riskts2.techts2.tech. For example, a recent pullback brought NOW down near the mid-$900 range. In late July the stock briefly spiked on a strong Q2 earnings beat, but gave back gains in September as investors grew wary. Volume and momentum: Trading volume has averaged around 1–1.3 million shares recently, and NOW is forming a base near its 50-day moving average. If demand for AI-driven software remains strong, some analysts argue the October earnings could trigger a rebound in the stock.
25 October 2025
GE Aerospace Stock Rockets to Record High – Can the Rally Last?

GE Aerospace Stock Rockets to Record High – Can the Rally Last?

GE Aerospace stock has surged in 2025. As of Oct. 24, GE closed at $303.97 Marketbeat, near its all-time peak reached Oct. 21 Investopedia Marketbeat. That marks roughly an 82% gain year-to-date Marketbeat. This stellar run outpaces major peers: for instance, over the past three years GE’s stock is up ~580%, dwarfing RTX’s ~84% and Honeywell’s ~15% gains Investopedia. GE’s market cap is now around $320 B, making it one of the largest industrial stocks. The stock still carries high growth multiples, reflecting lofty investor expectations.
Microsoft (MSFT) Stock Update & Insight Report – 2 Oct 2025

Microsoft’s Blockbuster October 2025: Stock Soars on AI Boom, Bold Deals, and New Tech Unveiled

October 2025 saw Microsoft’s stock extending its year-long rally and flirting with record highs. By October 17, MSFT shares closed around $513–$514, within striking distance of their all-time peakts2.tech. This puts Microsoft up roughly 23% from a year agots2.tech and about 25% higher year-to-datets2.tech, handily outperforming the broader indices. The stock’s climb has added hundreds of billions to Microsoft’s market capitalization, now just under the $4 trillion milestonets2.techts2.tech. Investors have been encouraged by Microsoft’s resilient growth and AI leadership, treating the company as a cornerstone of the current tech boom.
Google Stock Surges on AI Frenzy, Olympic Cloud Deal and Big Deals – Can It Hit $300 Next?

Alphabet’s October 2025 Shockwave: Record Highs, AI Investments & $3T Dreams

Alphabet’s Class C stock price climbed in October 2025, with a mid-month dip followed by a surge to new highs. Both Alphabet share classes enjoyed a strong October. GOOGL and GOOG opened the month around $245 per share and ended near $260+, achieving record closests2.techts2.tech. As the chart above shows, Alphabet stock rallied in early October, took a brief dip around Oct. 7–10 amid a broader tech selloff, then soared to all-time highs by mid-to-late month.
Apple Stock Hits New Heights: iPhone 17 Supercycle, Analyst Split, and 2025 Outlook Revealed

Apple’s October 2025 Shockers: iPhone 17 Supercycle, M5 Chip Debut, and AAPL Nears $4 Trillion

Apple’s stock enjoyed a robust rally in October 2025, reaching record highs after a choppy start to the year. Shares began the month in the mid-$240sts2.tech, then climbed steadily on optimism around new products and iPhone sales. By October 20, AAPL hit $262+ per share, breaking its previous peak and valuing Apple at roughly $3.9 trillionreuters.comreuters.com. The stock closed around $252 on Oct. 17 and then surged ~4% on Oct. 20 alone after upbeat iPhone data, marking Apple’s first record high of 2025bloomberg.com. It even notched an intraday high near $265 the next day, flirting with the unprecedented $4 trillion mark. For context, Apple had lagged other tech giants earlier in 2025 – at one point AAPL was down over 30% from its highs amid market volatilitybloomberg.com. But a strong second-half rebound lifted the stock back into positive territory year-to-date by late Septemberbloomberg.com. Many investors view Apple as a “steady ship,” and its October resilience reinforced that image. Notably, during an Oct. 14 market dip triggered by new U.S.–China tariff threats, Apple initially fell but quickly rebounded to close flat even as riskier tech peers plungedts2.tech. This relative strength signaled that buyers were ready to support the stock on pullbacksts2.tech.
Amazon’s October 2025 Shockers: AI Ambitions, $2.5B Settlement and a Surging Stock

Amazon’s October 2025 Shockers: AI Ambitions, $2.5B Settlement and a Surging Stock

Amazon entered Q4 on solid financial footing. In the last reported quarter, the company beat expectations with $167.7 billion in revenue and $18.2 billion in net profit ts2.tech. Operating income more than doubled year-on-year, reflecting cost cuts and efficiency gains. Two high-margin engines stood out: Amazon Web Services posted ~$30.8B in sales ts2.tech, and Amazon’s advertising unit grew ~22% as it closes in on a $40B annual ad business ts2.tech. These segments carry ~30–35% operating margins, far higher than the core retail division ts2.tech, and are driving Amazon’s profit surge.
Meta’s AI Revolution Unleashed: July 2025 Breakthroughs, Billion‑Dollar Bets & Backlash

Meta’s October 2025 Shockwave: AI Gambits, Sky-High Stock & Bold New Bet$ Unveiled

Meta kicked off October with bold moves in the AI talent arms race. The company confirmed it had wooed Andrew Tulloch – co-founder of a prominent AI startup – to join Meta’s AI research teamts2.tech. Unofficial reports put Tulloch’s pay package as high as $1.5 billion over six years, including salary, stock, and bonusests2.tech. This eye-popping offer exemplified Zuckerberg’s “win at all costs” approach to AI: he reportedly courted at least a dozen engineers from the same startup after its CEO refused to sell the company to Metats2.tech. Even OpenAI’s Sam Altman quipped that Meta was dangling $100 million signing bonuses to lure top researchersts2.tech. All told, Meta has spent billions in 2025 to acquire AI talent and tech – including a $14.3 billion stake in Scale AI back in June and several startup acquisitionsts2.tech.
Crypto Rebound: Bitcoin Rockets Past $110K, Coinbase Backs $2.45B Indian Exchange – DOGE Explodes

Trump Pardons Binance CEO – Is Binance’s Stock Finally Going Public?

In mid-October 2025, Binance dominated headlines after President Trump’s surprise pardon of founder Changpeng Zhao. The pardon – signed Oct. 23 – officially forgave CZ’s 2023 conviction for anti-money-laundering violationsts2.techstraitstimes.com. Trump’s press team framed it as correcting the prior “war on cryptocurrency”ts2.techstraitstimes.com. Industry insiders immediately interpreted this as a clear signal: CZ, long barred from Binance’s operations under his plea deal, can now potentially return to helm the exchange. TechSpace² reports that analysts view the pardon as “expected to pave the way” for CZ to lead a Binance IPO in the U.S.scmp.com. As crypto consultant Phyrex Ni commented to the South China Morning Post, “Binance wanted to list in the US, and it is very likely that it will continue with this plan”scmp.com. In other words, many observers believe Binance may finally pursue a U.S. public listing now that regulatory clouds have lifted.
Nvidia’s Blockbuster October 2025: AI Gold Rush, $4 Trillion Highs & Stock Whiplash

Nvidia’s Blockbuster October 2025: AI Gold Rush, $4 Trillion Highs & Stock Whiplash

Nvidia entered October 2025 riding an extraordinary high. The company’s quarterly earnings smashed expectations, reflecting insatiable demand for AI hardware. For fiscal Q2 2026, Nvidia reported $46.7 billion in revenue, up 56% year-over-year ts2.tech. This is one of the fastest growth rates ever seen for a company of Nvidia’s size. Astonishingly, about $41 billion of that revenue came from data-center products ts2.tech – underscoring how AI has become Nvidia’s core business engine. Profitability followed suit: gross margins hovered above 72%, and net profit margins topped 50% ts2.tech, reflecting huge economies of scale as customers snapped up every AI chip Nvidia could produce.
DraftKings Bets Big: Railbird Acquisition and NBC Deal Ignite Investor Frenzy

DraftKings Bets Big: Railbird Acquisition and NBC Deal Ignite Investor Frenzy

In early August, DraftKings reported blowout Q2 results – revenue of $1.51 billion and adjusted EBITDA of $301 million, more than double the prior recordinvesting.com. Management noted strong sportsbook hold and growth in monthly active users. CEO Jason Robins said, “We set records for revenue, net income and Adjusted EBITDA in the second quarter”investing.com. The company reaffirmed its full-year outlook, expecting to hit the high end of $6.2–6.4B revenue and roughly $850M EBITDAinvesting.com. The upbeat results lifted DraftKings shares and helped narrow the gap with archrival FanDuel.
New Era Energy & Digital (NUAI) Stock Skyrockets on AI Data Center Dreams – Key Updates & Outlook

NUAI Stock Soars 185% on Texas AI Data Center Pivot – Hype or Opportunity?

New Era Energy & Digital is a newly rebranded micro-cap that has grabbed headlines this month. Formerly New Era Helium, the company shifted focus from natural gas/helium to “AI-native infrastructure” – building a data center campus co-located with its own power facilities. In August 2025 it changed its name and began trading as NUAIinvesting.com. The recent excitement centers on its West Texas “Texas Critical Data Centers” project, a 50/50 joint venture with Sharon AI. TCDC is being developed on tens of thousands of acres in the Permian Basin to meet surging demand for AI computing. In late September, the company announced completion of Phase One engineeringts2.tech. Then on Oct. 6 it announced that Phase Two has begun, covering detailed site design, clearing the land and setting up infrastructurebusinesswire.comts2.tech. This announcement triggered a massive stock surge: by Oct. 9, NUAI briefly jumped from about $1.54 to nearly $2.90 in one sessionts2.tech, and it ultimately closed Oct. 17 at $4.55 – about +186% higher than two weeks priorts2.techts2.tech.
Spotify’s Hi‑Res Lossless Streaming Is Finally Here – How It Compares to Apple Music and Amazon Music HD

Spotify Stock Skyrockets After CEO Shake-Up and Bold New Moves

Key Facts: Spotify founder Daniel Ek will step down as CEO on Jan 1, 2026 with Alex Norström and Gustav Söderström named co-CEOsreuters.com. The news briefly knocked the stock ~5% lower, after a year-to-date gain of over 60%reuters.com. In September, Spotify raised its Premium price to €11.99 in many markets – a change that sent shares up ~8% on the announcementts2.tech. Subscriber counts remain high: in Q1 2025 premium members were up 12% to 268 million, with ~678 million monthly active usersreuters.com. New initiatives include a “Lossless” hi-fi audio tier launched in Septts2.tech, and a pact to stream Spotify’s top video podcasts on Netflix from early 2026reuters.com. On the flip side, regulators and users are pushing back. Turkey’s competition authority opened an antitrust probe into Spotify’s pricing and algorithmsreuters.com, and some U.S. listeners have boycotted the platform over controversial ICE recruitment adseuronews.com. Market analysts remain mixed: momentum-focused models rank Spotify highlyts2.tech, but firms like Goldman Sachs recently downgraded the stock after its surge.
25 October 2025
OpenAI’s AMD Mega-Deal Sparks an AI “Mega-Blob” – 6GW of Chips, a 10% Stake, and a $100B Bet

AMD Stock Rockets on AI Mega-Deals – $300 Target Now in Sight

Advanced Micro Devices has been one of 2025’s hottest stocks. After languishing around $150–160 through mid-summer, AMD’s share price exploded higher on the AI hype. On Oct. 6 – the day AMD revealed the OpenAI deal – the stock spiked ~34% intraday, instantly adding tens of billions in market valuereuters.comts2.tech. It briefly hit a record $238 intraday on Oct. 15, then consolidated around $230–240 for a week. A surprise news on Oct. 24 sent AMD soaring again – shares jumped ~7–8% that day to a new all-time highinvestopedia.com. By market close on Oct. 24, AMD was trading in the low-$250s, implying roughly a 90% gain YTD.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 25.10.2025

ENDEDLive coverage has endedEnded: October 27, 2025, 6:02 AM EDT Intel Stock: Where Does It Go From Here After a 100% Rally October 25, 2025, 6:00 AM EDT. Intel has surged about 100% year-to-date as a turnaround storyline takes shape. This review covers Intel's latest Q3 results and the management commentary from the earnings call, highlighting what investors should watch next. In the near term, catalysts include progress on process tech, data-center demand, and product ramp for key platforms. The conversation on profitability, capital allocation, and share repurchases will color the stock's path, while ongoing challenges such as competitive pressure
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Stock Market Today

  • FTSE 100 Climbs as Oil Slumps; Vodafone, AstraZeneca Boost Index
    July 27, 2026, 3:45 AM EDT. The FTSE 100 added 51 points at the open to reach 10,787, buoyed by Vodafone jumping 3.6% after a positive update and AstraZeneca advancing 1.1% as its Q2 earnings surpassed expectations. Although BP fell 3.7% and Shell slipped 1.9% in response to a drop in oil prices to $91.54 per barrel, strength in banking, mining, and retail stocks supported the broader market. AstraZeneca reported a 21% rise in core EPS to $2.63, coming in ahead of analyst estimates.