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.

Apple Stock Outlook 2025: iPhone 17 Buzz, AI Push, and What’s Next for AAPL

Apple Stock Outlook 2025: iPhone 17 Buzz, AI Push, and What’s Next for AAPL

Apple’s 2025 Performance and Q4 Outlook Apple’s stock has had a choppy year. After a selloff in early 2025, the shares rebounded following strong Q3 results in July. Fiscal Q3 (ending June 28) revenue was $94.0 billion (up ~10% YoY) with EPS $1.57, topping consensus Reuters. All major segments grew: iPhone sales jumped 13.5% (to $44.6 B) Reuters, Mac sales beat expectations, and services hit a new record ($27.4 B, +13% YoY Nasdaq). Growth was especially strong in emerging markets. Apple’s guidance for fiscal Q4 was optimistic: CFO Luca Maestri said revenue should rise in the “mid- to high single digits” year-over-year Nasdaq,
You Won’t Believe What Google Did This Month: July 2025’s Biggest Stories

Alphabet’s 2025 Surge: How Google’s AI, Ads & Cloud Are Powering a 30% Rally

2025 Stock Performance & Financial Highlights Alphabet’s stock skyrocketed in 2025. By mid-September, Alphabet became the best-performing “Magnificent 7” tech stock, up ~32% YTD reuters.com vs. S&P500’s ~12% gain. The rally lifted its market cap briefly above $3 trillion (joining Apple and Microsoft) reuters.com. Regulatory news helped: a U.S. judge in early Sept 2025 ruled against breaking up Google’s core businesses, which “removes a significant legal overhang” reuters.com. More recently, EU regulators are again targeting Google under the EU Digital Markets Act; reports indicate Google may face a fine (up to 10% of sales) for favoring its own vertical search engines
DroneShield Stock Skyrockets 40%: What’s Behind the Surge and What’s Next?

DroneShield Stock Skyrockets 40%: What’s Behind the Surge and What’s Next?

DroneShield’s share surge comes on the heels of specific contract announcements and sales milestones. On September 17, 2025, DroneShield confirmed it had secured two new U.S. Department of Defense contracts totaling AUD $7.9 million for handheld counter-drone systems (mainly the RfPatrol) channellife.com.au. The company also announced that its cumulative deployments had now passed 4,000 devices worldwide – a threshold underscoring the maturity and trust in its technology. As DroneShield’s U.S. CEO Matt McCrann noted, “Passing 4,000 systems in service is an important milestone… It underlines the performance and dependability of our solutions in the field, and the trust placed in DroneShield by those who
Tata Investment Corp Stock Skyrockets 45% in a Week – What’s Driving the Rally?

Tata Investment Corp Stock Skyrockets 45% in a Week – What’s Driving the Rally?

Record Highs Amid Tata Group Buzz Tata Investment Corporation’s stock is on fire. In the past week alone it surged roughly 45% to an all-time high (around ₹10,611 on Sept 30) m.economictimes.com. This rally was led by a decisive technical breakout – the share price shot past ₹10,000 on heavy volumes after a prolonged consolidation. As Religare Broking’s Ajit Mishra observes, “the stock has broken out from a prolonged consolidation phase, supported by rising moving averages, which reflects robust trend strength” m.economictimes.com. The momentum indicators (like RSI) have moved into bullish territory m.economictimes.com, though analysts caution this could also foreshadow near-term swings.
1 October 2025
Smartphone Maker Nothing’s New AI Platform Lets Anyone Build Apps by Chatting – No Coding Needed

Smartphone Maker Nothing’s New AI Platform Lets Anyone Build Apps by Chatting – No Coding Needed

AI apps by prompt: At its core, Essential is a “vibe coding” tool that turns plain-English tasks into functioning applets Techcrunch Business Standard. The user just describes what they need (for example: “show a one-page call brief before my meetings”) and the AI builds a custom workflow in seconds Hindustantimes Androidauthority. Nothing CEO Carl Pei says this approach challenges the “outdated and elitist system” of traditional app development – moving “away from one-size-fits-all applications” towards hyper-personalization Business Standard Phandroid. Indeed, Pei calls Essential the first step toward an operating system “where devices adapt to people, not the other way around.” Playground community: Alongside
1 October 2025
NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

AI’s “iPhone Moment” Arrives — Nvidia CEO Jensen Huang Explains What It Means

What Is the “iPhone Moment” of AI? Huang’s “iPhone moment” analogy captures the idea that generative AI (like ChatGPT) has suddenly become a consumer and enterprise phenomenon. Just as the iPhone in 2007 turned smartphones into a mass-market platform (spurting new apps, services and industries), ChatGPT and related AI tools in 2022-2023 have made AI easy and compelling for ordinary users. “Startups are racing to build disruptive products and business models,” Huang said at Nvidia’s 2023 GTC conference, “and incumbents are looking to respond.” nvidianews.nvidia.com. The implication: we’re entering a phase where AI moves out of niche labs and into
Trump’s $70 B AI Bet, Zuckerberg’s Manhattan-Sized Superclusters & Musk’s Bot Blunder – AI News Roundup (July 14–15, 2025)

Netweb Technologies Stock Skyrockets 102% in Six Weeks – Mega AI Orders Fuel the Rally

Record Stock Rally Amid AI Boom Netweb Technologies’ share price has been on a tear. On October 1, 2025 the stock hit an intraday high of ₹4,156 (NSE) upstox.com, erasing earlier lows of ~₹1,278 (April 2025) and far exceeding its ₹500 issue price in mid‑2023. Business Standard reports the stock “more-than-doubled” (102%) in six weeks from late August to early October 2025 business-standard.com. Over six months, the rally is even more dramatic (≈170% gain) economictimes.indiatimes.com. Trading volumes spiked on these days – for example, on Oct 1 the NSE volume tripled compared to average, signaling strong investor interest upstox.com upstox.com.
1 October 2025
Macro Magic: Sony’s New 100mm f/2.8 GM Macro Lens Delivers Insane 1.4× Life-Size Shots

Macro Magic: Sony’s New 100mm f/2.8 GM Macro Lens Delivers Insane 1.4× Life-Size Shots

Sony’s First G Master Macro Lens Sony Electronics has unveiled a game-changing macro lens for its mirrorless Alpha cameras: the FE 100mm F2.8 Macro G Master OSS petapixel.com. This is Sony’s first macro prime in the top-tier G Master lineup, arriving roughly a decade after the acclaimed 90mm F2.8 Macro G OSS petapixel.com. Sony says the new lens “delivers stunning detail” at up to 1.4× magnification, and PetaPixel points out it “promises to be the best macro lens for full-frame mirrorless cameras, period” petapixel.com. According to Sony’s executives, the 100mm GM is meant to expand creative possibilities. “We’re on a
1 October 2025
YouTube TV Sparks Outrage by Blacking Out Univision Channels

YouTube TV Sparks Outrage by Blacking Out Univision Channels

Background: YouTube TV and TelevisaUnivision YouTube TV is Google’s cable-like streaming service (roughly 9–10 million U.S. subscribers thedesk.net expressnews.com). Its base package includes major English and Spanish broadcast networks. Univision is the flagship U.S. Spanish-language network of TelevisaUnivision, the Miami-based media giant formed by the 2021 merger of Univision and Mexico’s Grupo Televisa expressnews.com. Along with UniMás, Galavisión and sports outlet TUDN, Univision provides news, sports and entertainment to Hispanic audiences. TelevisaUnivision traces its roots to San Antonio (home to the nation’s first Spanish-language TV station) expressnews.com, and San Antonio is now two-thirds Hispanic. The San Antonio Express-News noted that losing
1 October 2025
Netflix Stock Skyrockets: Will Its Ambitious Deals and Plans Drive It Even Higher?

Netflix Stock Skyrockets: Will Its Ambitious Deals and Plans Drive It Even Higher?

Stock Performance and Analyst Outlook Netflix stock is near all-time highs, having climbed sharply this year on strong earnings and subscriber growth. As of late September 2025 the stock trades around $1,206, giving Netflix a market cap of about $513 billion investing.com. The company blew past its Q2 2025 forecasts: EPS of $7.19 beat the $7.07 consensus, and revenue of $11.08 b (+15.9% YoY) topped forecasts marketbeat.com. Netflix also reaffirmed its full-year guidance (analysts expect ~$24.6 EPS for 2025) marketbeat.com. Wall Street’s verdict remains broadly positive: 23 analysts have Buy or better ratings versus 10 Holds and only 3 Sells marketbeat.com. MarketBeat
1 October 2025
Vercel’s AI Breakthrough: $300M Raise Propels Developer Platform to $9.3B Valuation

Vercel’s AI Breakthrough: $300M Raise Propels Developer Platform to $9.3B Valuation

$300M Series F Round and $9.3B Valuation In late September 2025 Vercel announced a blockbuster Series F funding round that catapults the startup to a $9.3 billion valuation reuters.com bloomberg.com. The $300 million infusion was oversubscribed and co-led by VC firm Accel and Singapore’s GIC (Global Investment Corporation) reuters.com bloomberg.com. Joining the round were heavyweight asset managers and funds — BlackRock, StepStone, Khosla Ventures, Schroders, Adams Street Partners and General Catalyst — alongside earlier backers (Salesforce Ventures, Tiger Global, GV, etc.) bloomberg.com gic.com.sg. Vercel also launched a roughly $300 million secondary tender for employees and early investors, which is slated
Government Shutdown Panic: Stocks Tumble, Jobs Data Vanish & Millions Brace for Impact

Government Shutdown Panic: Stocks Tumble, Jobs Data Vanish & Millions Brace for Impact

How the Shutdown Happened As the Sept. 30 spending deadline loomed, Congress remained deadlocked. The Republican-led House had passed a “clean” Continuing Resolution to extend funding (through Nov. 21 at existing levels), but Senate Democrats refused to back it without adding policy changes, chiefly extensions of Affordable Care Act (ACA) insurance subsidies and undoing GOP Medicaid cuts reuters.com theguardian.com. Senate Majority Leader John Thune tried (and failed) to invoke cloture on both the House GOP plan and a Democratic proposal that would fund through October with health-care add-ons. Neither measure secured the 60 votes needed, and the Senate adjourned without
1 October 2025
Interstellar Comet 3I/ATLAS: A Visitor from Beyond the Solar System

Mysterious Manhattan-Sized Interstellar Object 3I/ATLAS Sparks Alien Theories Ahead of Halloween

Manhattan-Sized Visitor: Alien Mothership or Giant Comet? Discovery and Orbit Astronomers first spotted 3I/ATLAS on July 1, 2025, when the ATLAS asteroid survey telescope in Chile reported a fast-moving fuzzy object science.nasa.gov science.nasa.gov. Archived images quickly confirmed it follows a steep, open-ended (hyperbolic) path – a clear sign it was not born in our Solar System. NASA confirms that 3I/ATLAS is the third known interstellar visitor (after 1I/ʻOumuamua in 2017 and 2I/Borisov in 2019) science.nasa.gov science.nasa.gov. From its inbound direction near the constellation Sagittarius, it likely originated far from the Sun, perhaps even from the galactic center region science.nasa.gov. This
1 October 2025
Lithium Americas Stock Skyrockets on U.S. Stake Rumor – EV Boom, Lithium Prices & 2025 Outlook

US Government Takes 5% Stake in Lithium Americas – LAC Stock Soars

Background: Lithium Americas and Thacker Pass Lithium Americas Corp. (NYSE/TSX: LAC) is the Canadian miner behind the Thacker Pass project in northern Nevada. Thacker Pass hosts the world’s largest known measured lithium resource lithiumamericas.com. The project is a joint venture: Lithium Americas owns 62% (and manages the mine) and GM holds 38% lithiumamericas.com. Phase 1 of Thacker Pass is expected to have a nominal design capacity of 40,000 tonnes per year (tpy) of battery-grade lithium carbonate lithiumamericas.com – enough lithium for roughly 800,000 EVs reuters.com. Construction began in 2024 (led by Bechtel under a project labor agreement) with first production originally
1 October 2025
Finally, Minecraft’s Copper Age Update Arrives – Golems, New Gear & More

Finally, Minecraft’s Copper Age Update Arrives – Golems, New Gear & More

The Copper Age Update On September 30, 2025, Mojang officially “entered The Copper Age”, rolling out Game Drop 3 of 2025. Minecraft’s blog excitedly proclaims that players can now “express yourself in every shade of copper” as they use the versatile metal for tools, light sources, smart storage, and even lively mechanical companions known as copper golems Windowscentral. In its trademark tone, the developers say “this is the start of a new clonking era of creativity!” Windowscentral. In short, copper – an ore mostly used for decoration since its introduction – finally gets a wealth of new uses. This update
1 October 2025
Battery Monster vs. AI Superphone: Xiaomi 17 Pro Max Takes on Google Pixel 10 Pro XL

Battery Monster vs. AI Superphone: Xiaomi 17 Pro Max Takes on Google Pixel 10 Pro XL

Rival Flagships & What’s Next The Xiaomi 17 Pro Max and Pixel 10 Pro XL are entering a crowded flagship arena in late 2025. Apple’s iPhone 17 Pro Max is a formidable rival, with Apple’s A19 Pro chip making it “the most powerful smartphone around” in benchmarks wired.com and camera upgrades like that 8× telephoto to keep Apple fans loyal apple.com. Samsung’s Galaxy S25 Ultra (launched January 2025) remains a powerhouse too: a 6.9-inch AMOLED with S-Pen, a 200 MP main camera, dual zoom lenses (up to 5× optical, plus 10× hybrid) and a trusty 5,000 mAh battery phonearena.com phonearena.com – though
30 September 2025
Xiaomi 17 Pro Max vs iPhone 17 Pro Max: Monster Battery, Second Screen & the Ultimate Flagship Showdown

Xiaomi 17 Pro Max vs iPhone 17 Pro Max: Monster Battery, Second Screen & the Ultimate Flagship Showdown

Introduction: A New Challenger Approaches When Xiaomi unveiled the 17 Pro Max in September 2025, it didn’t just launch another Android phone – it declared war on the traditional kings of the premium segment. Xiaomi’s CEO Lei Jun literally shared the stage with side-by-side comparisons to Apple’s latest devices, underscoring where he believes the Xiaomi 17 series has the upper handts2.techts2.tech. In an unprecedented (and cheeky) move, Xiaomi even skipped the number 16 entirely – leaping from last year’s Xiaomi 15 straight to Xiaomi 17 – explicitly to match Apple’s iPhone 17 namingts2.techts2.tech. “The company even skipped a generation in naming, just so it
30 September 2025
AI Video Showdown: OpenAI’s Sora 2 vs Google’s Veo 3 – 2025’s Next-Gen Video Generators Face Off

AI Video Showdown: OpenAI’s Sora 2 vs Google’s Veo 3 – 2025’s Next-Gen Video Generators Face Off

Introduction: The Dawn of AI-Generated Video (Late 2025) Generative AI has moved beyond text and images – 2025 is the year AI video generation hit the mainstream. OpenAI’s Sora 2 and Google’s Veo 3 stand at the forefront of this revolution. These models can take a written prompt and produce a short video clip complete with moving visuals and matching audio, something unimaginable just a couple of years ago. Both tech giants are hailing their latest creations as breakthrough systems that inch closer to “cinematic” AI content. OpenAI likens Sora 2’s debut to a “GPT-3.5 moment” for video – a
Nike Stock Skyrockets After Earnings Beat – Experts Weigh In

Nike Stock Skyrockets After Earnings Beat – Experts Weigh In

Q1 FY2026 Results: Revenue and Profit Surprise Nike’s late-September earnings release showed a clear beat on both sales and profit. Total Q1 revenue was $11.72 B, up 1% year-over-year; analysts had expected a decline to about $11.0 B businesswire.com reuters.com. On the bottom line, Nike earned $0.49 per share, far above the $0.27 consensus estimate businesswire.com reuters.com. The 1.5-point rise in gross margin to 42.2% was powered by stronger-than-expected wholesale restocking. Indeed, wholesale revenues jumped 7% to $6.8 B businesswire.com. In contrast, Nike’s Direct-to-Consumer (DTC) sales (retail stores and digital) were down 4% ($4.5 B) businesswire.com, as Nike cuts promotions and trims excess inventory.
30 September 2025
Warren Buffett’s $10B Oil Bet: Could Berkshire’s OxyChem Deal Supercharge Occidental (OXY)?

Warren Buffett’s $10B Oil Bet: Could Berkshire’s OxyChem Deal Supercharge Occidental (OXY)?

Occidental’s Background and Debt Burden Occidental Petroleum (ticker OXY) is a Houston-based oil & gas company with large Permian Basin and Gulf of Mexico production. It has grown aggressively through acquisitions, notably Anadarko Petroleum in 2019 (financed with $10 billion from Buffett’s Berkshire) and the CrownRock shale deal in 2024 Reuters Tipranks. These moves boosted production but also piled on debt. As of June 30, 2025, Occidental’s long-term debt stood around $23.3 billion Reuters, well above its management’s comfort zone (a stated target near $15 billion) Seekingalpha. To address this, Occidental has been selling non-core assets. In 2024–2025 it divested about $4 billion worth
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Stock Market Today

Hua Hong Semiconductor Class A stock price: two dates traders can’t ignore after Friday’s drop

Hua Hong Semiconductor Class A stock price: two dates traders can’t ignore after Friday’s drop

8 February 2026
Hua Hong Semiconductor’s Shanghai-listed shares fell 0.6% to 130.26 yuan Friday, down 16% for the week. Shareholders will vote Feb. 10 on an acquisition and share issuance plan, with a board meeting set for Feb. 12 to review unaudited quarterly results. The company aims to buy nearly all of Shanghai Huali Microelectronics for 8.27 billion yuan, funded by new shares and a private placement.
First Solar stock price slides into next week as Tesla ramps solar hiring; earnings due Feb. 24

First Solar stock price slides into next week as Tesla ramps solar hiring; earnings due Feb. 24

8 February 2026
First Solar shares fell 6.7% to $218.73 Friday, trading over double their 50-day average volume as the broader market rallied. Tesla announced hiring tied to Elon Musk’s 100-gigawatt U.S. solar manufacturing goal. First Solar will report Q4 and full-year 2025 results and 2026 guidance on Feb. 24. Policy changes and competitive moves have heightened volatility in the U.S. solar sector.
GlobalFoundries stock jumps nearly 5% ahead of earnings — what could move GFS next week

GlobalFoundries stock jumps nearly 5% ahead of earnings — what could move GFS next week

8 February 2026
GlobalFoundries shares rose 4.7% to $42.91 Friday as chip stocks rebounded, tracking a surge in the PHLX semiconductor index and renewed bets on AI-driven demand. The company reports earnings Feb. 11, with analysts watching for updates on pricing and wafer shipment volumes. The Semiconductor Industry Association forecast global chip sales could hit $1 trillion in 2026.
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