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.

Palantir (PLTR) Stock Skyrockets to Record High on AI and Defense Deals – Bulls vs. Bears Clash

Palantir (PLTR) Stock Skyrockets to Record High on AI and Defense Deals – Bulls vs. Bears Clash

Key Facts: - Price Surge: As of Oct. 29, 2025, PLTR closed around $195investing.com, after hitting an intraday peak near $198. The stock is up roughly 300% in 2025ts2.tech, making it one of the year’s hottest tech winners. - Market Cap: At these levels Palantir’s market value is on the order of $400–425 billionts2.techts2.tech – rivaling or exceeding legacy defense giantsts2.tech. - Major Deals: 2025 has seen a flurry of big contracts and partnerships. Highlights include a 10-year U.S. Army program and a UK Ministry of Defence AI pactts2.tech, a new Boeing defense alliancets2.tech, a Snowflake cloud-AI partnershipts2.tech, plus significant federal wins and new accords with Lumen and Poland’s Defense Ministryts2.techts2.tech. - Financial Strength: Q2 2025 revenue jumped to $1.004Bsec.gov, with GAAP net income $327M and adjusted EPS ~$0.16. Palantir exceeded $1B quarterly revenue for the first timesec.gov, prompting management to raise 2025 sales guidance to $4.142–4.150Bsec.gov. Analysts expect Q3 rev ~$1.083–1.087Bsec.gov, with results due Nov. 3. - Valuation: PLTR trades near 100× forward sales and over 200× earningsts2.tech – among the highest multiples of any large software stock. Many analysts consider it “wildly” overvalued at current pricests2.techts2.tech. - Analyst Divide: Bulls call Palantir a top “AI stock” and even
29 October 2025
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Fossil‑Free Steel Breakthrough: Vattenfall Builds World’s First Green Dam Gate

Fossil‑Free Steel Breakthrough: Vattenfall Builds World’s First Green Dam Gate

In a landmark for clean technology, Vattenfall has ordered 120 tonnes of fossil-free steel from SSAB to build a replacement dam gate at the Stornorrfors hydropower plant in northern Swedenenergy-pedia.com. Announced in late October 2025, the agreement marks the world’s first attempt to use virtually carbon-neutral steel in a large-scale infrastructure component. “Vattenfall and SSAB are now taking a big step forward in the development of fossil-free value chains,” said Lovisa Fricot Norén, CEO of Vattenfall’s Nordic hydro power unitenergy-pedia.com. The project deepens a partnership formed in 2023 between the power company and steelmaker to accelerate the fossil-free transitionenergy-pedia.com.
29 October 2025
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Adobe Stock Drops as MAX Unveils New AI—Is ADBE a Buy on October 29, 2025?

Adobe Stock Drops as MAX Unveils New AI—Is ADBE a Buy on October 29, 2025?

What moved ADBE todayAdobe’s annual MAX conference delivered a flood of AI news: Firefly evolves into a full creative AI studio spanning image, video, and audio; Generate Soundtrack and Generate Speech promise one-click music/VO; Photoshop/Express gain smarter assistants; and a browser-based, multi-track Firefly video editor arrives. Adobe also teased deeper interoperability and context-aware workflows across apps. Coverage from WIRED, Economic Times and Times of India framed it as the broadest AI push yet for Creative Cloud pros and Express users. WIRED+2The Economic Times+2
29 October 2025
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Microsoft Stock Skyrockets on AI Hype, Nears $4 Trillion as Big Earnings Hit

Microsoft Stock Skyrockets on AI Hype, Nears $4 Trillion as Big Earnings Hit

As Microsoft’s first-quarter results roll in, the company is demonstrating robust growth and profitability even amid its heavy investment spree. Profit margins remain healthy for now, and the company returned substantial cash to shareholders – showing it can reward investors while spending aggressivelyts2.tech. On the earnings call, analysts will be laser-focused on Azure’s growth rate and forward guidance. Microsoft had guided to ~37% Azure growth for this quarter, above consensus forecastsreuters.com, and early numbers suggest AI workloads are indeed driving a meaningful revenue bump. Any signs of slowing cloud momentum or overshooting expenses could rattle investors, but so far Microsoft’s AI bet appears to be paying off. “The bar was set really high… and they delivered,” said one portfolio manager, noting Microsoft executed well in a demanding environmentreuters.com.
29 October 2025
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OpenAI’s Half-Trillion Restructuring Hands Microsoft a $135 B Stake – and Revs Up the ‘AGI Arms Race’

OpenAI’s Half-Trillion Restructuring Hands Microsoft a $135 B Stake – and Revs Up the ‘AGI Arms Race’

In a milestone moment for the AI industry, OpenAI has officially restructured itself to unite a half-trillion-dollar for-profit business with its original nonprofit mission. The company announced on Oct. 28 that it “completed its recapitalization, simplifying its corporate structure”, with the nonprofit arm retaining control over the newly created OpenAI Group PBCopenai.comeconomictimes.indiatimes.com. Under this novel setup, the OpenAI Foundation holds a 26% stake valued around $130 billion and can appoint all board directors, effectively steering the shipmedium.commedium.com. Meanwhile, investors and employees own roughly 47%, and Microsoft holds 27% after investing a total of ~$13.8 billion since 2019medium.com. Despite owning a minority of shares, the Foundation’s special voting rights ensure it can override profit motives if necessary to stick to OpenAI’s charter of benefiting humanitymedium.com.
29 October 2025
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Microsoft Azure “Cloud Crash” Leaves Thousands Stranded – Can MSFT Stock Weather the Storm?

Microsoft Azure “Cloud Crash” Leaves Thousands Stranded – Can MSFT Stock Weather the Storm?

Early Wednesday morning, users worldwide began encountering errors with Microsoft cloud services. Tech sites like TechRadar noted a “major outage” affecting numerous platforms – Azure login failures were “knocking out Microsoft 365 services and even Minecraft”techradar.com. Tom’s Guide reported that around 9 a.m. PT simultaneous issues struck Azure, Microsoft 365, Xbox Live and moretomsguide.com. Outage-tracker DownDetector logged spikes of nearly 10,000 incident reports across Microsoft’s offerings. In some regions, employees could not access work applications at all, and Microsoft’s own support portal showed widespread “investigating” alerts.
29 October 2025
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Shocking Auto News: Group 1 Automotive Ditches Jaguar Land Rover UK Dealers – Shares Tumble

Shocking Auto News: Group 1 Automotive Ditches Jaguar Land Rover UK Dealers – Shares Tumble

Group 1 Automotive said it is divesting its entire UK JLR franchise network. In a statement accompanying its Q3 results, Group 1 explained that “persistent economic headwinds” in the UK have made the market challengingam-online.com. CEO Daryl Kenningham noted that while the U.S. business was “outstanding” in Q3, “the U.K. market remains challenging, with softer industry volumes and continued BEV-related margin pressure”am-online.com. The company’s UK CEO, Mark Raban, told staff the move is aimed at aligning Group 1’s portfolio with its “long-term growth ambitions” – and stressed it is “not a reflection on the brand [JLR] itself”cardealermagazine.co.uk.
29 October 2025
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Adidas Stock Sinks 5% on Tariff Woes – Samba Sneaker Craze Could Be the Silver Lining

Adidas Stock Sinks 5% on Tariff Woes – Samba Sneaker Craze Could Be the Silver Lining

Adidas’ third-quarter update showed the German sportswear maker is still growing globally despite trade headwinds. Group sales hit €6.63 billion – a new quarterly high – up 3% from a year agoreuters.com. But in North America sales fell 5% on the year, largely because the euro surged against the dollarreuters.com. In fact, Adidas said the strong euro shaved about €300 million off its sales. On a currency-neutral basis, NA revenues were roughly flat, versus +8% overallreuters.com.
29 October 2025
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Droneshield alert: Stock plunges after 1000% revenue jump – What investors need to know now

Droneshield alert: Stock plunges after 1000% revenue jump – What investors need to know now

DroneShield, an Australian specialist for anti-drone systems, surprised investors in October 2025 with outstanding quarterly figures — triggering a veritable market storm. According to Wallstreet-Online, the stock fell by over 12% in Sydney and more than 10% on German exchangeswallstreet-online.de. By the morning of October 29, losses stood at around 6%wallstreet-online.de. In figures: the share traded about €0.50 lower than the previous day, at around €2.55wallstreet-online.de.
29 October 2025
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NYSE Skyrockets to Record Highs as AI Frenzy, Fed Rate Cut Bets Fuel Stock Surge

NYSE Skyrockets to Record Highs as AI Frenzy, Fed Rate Cut Bets Fuel Stock Surge

Stocks extended their winning streak into mid-week, with the New York Stock Exchange seeing across-the-board gains. On Tuesday, the Dow rose 0.34%, the S&P 500 0.23%, and the Nasdaq 0.80% – all closing at record peaksts2.tech. This adds to a robust multi-day run: U.S. indexes have advanced in eight of the past ten sessions, a sign of resilient risk appetite on Wall Streetts2.tech. “It certainly feels like momentum is on the side of investors over the last few days,” observed Mona Mahajan, an investment strategist at Edward Jones, noting traders have eagerly bought even small dipsts2.tech.
29 October 2025
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Nasdaq Frenzy: Tech Titans’ AI-Fueled Surge Hits Records Ahead of Fed Cut & Earnings Bonanza

Nasdaq Frenzy: Tech Titans’ AI-Fueled Surge Hits Records Ahead of Fed Cut & Earnings Bonanza

Wall Street’s enthusiasm is palpable as major indices surged to all-time highs ahead of Big Tech earnings. The Nasdaq Composite and S&P 500 both notched record closes to start the week, powered by investors “clinging to the positives” of strong earnings, AI innovation and an imminent Fed rate cutts2.techts2.tech. On Monday Oct. 27, the Nasdaq jumped about 1.9% to ~23,637reuters.comreuters.com, with heavyweight tech stocks leading the charge. Alphabet soared 3.6% that day after an analyst upgrade, helping the communication-services sector rally +2.3%reuters.comreuters.com. Chipmakers also ripped higher – Qualcomm spiked 11% after unveiling new AI chipsreuters.com, and industry leader Nvidia rose another 2.8%, providing the single biggest boost to the S&P 500reuters.comreuters.com. Even Tesla gained over 4% on optimism around U.S.-China trade talksreuters.com, though some strategists warned its bounce may prove short-lived given Tesla’s still-rich valuation despite only a ~12% YTD stock risets2.techreuters.com.
29 October 2025
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Caterpillar Stock Hits Record High on AI Data Center Boom – Experts Warn It’s “Priced for Perfection”

Caterpillar Stock Hits Record High on AI Data Center Boom – Experts Warn It’s “Priced for Perfection”

Caterpillar’s stock has been on fire. In mid-October, CAT surged on news of a major analyst upgrade and strategic announcements. On Oct. 14 the stock hit an intraday peak around $528.45, its highest-ever levelts2.tech. “Today’s jump added roughly $10 billion to Caterpillar’s market value in a single session,” noted one market reportts2.tech. Over the past year the shares have rallied from the mid-$200s to the mid-$500s, nearly doubling since their 52-week lowts2.techinvestopedia.com. This has made CAT one of the Dow Jones’s top performers in 2025, outpacing even Nvidia and Microsoftinvestopedia.com.
29 October 2025
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Garmin’s Big Q3 Surprise: Record Sales Surge, but Stock Plummets – What’s Next?

Garmin’s Big Q3 Surprise: Record Sales Surge, but Stock Plummets – What’s Next?

Garmin’s Oct. 29 press release showed record Q3 sales of ≈$1.77 billionprnewswire.com, up 12% from a year ago. CEO Cliff Pemble lauded “another quarter of strong financial results” with double-digit revenue growth in multiple segmentsuk.investing.com. Adjusted profit was $1.99 per shareuk.investing.com. On a GAAP basis EPS was $2.08prnewswire.com, essentially flat YoY. The strong demand came despite a slowing economy, reflecting Garmin’s diverse portfolio. Notably, Garmin reiterated bullish guidance: it now expects about $8.15 EPS for FY2025 on roughly $7.10 billion revenuetimesunion.comprnewswire.com.
29 October 2025
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Car Stocks Whipsaw on Earnings Surprises and EV Jitters – Oct. 29 Update

Car Stocks Whipsaw on Earnings Surprises and EV Jitters – Oct. 29 Update

Automaker stocks are on a rollercoaster this week as investors digest third-quarter earnings and shifting trends in the car industry. As of Oct. 29, major car stocks are showing divergent moves. On Wall Street, Tesla is trading around $460 per sharenasdaq.com after a post-earnings pullback, while Ford hovers in the mid-$12 range after a late-week surgets2.tech. General Motors is holding near multi-month highs following its big rally on an upward forecast revisionreuters.com. In Asia, BYD in Hong Kong is around HK$105 after a recent slidereuters.com, and Japan’s Toyota just closed above $209 on the NYSE, a fresh 12-month peakmarketbeat.com. Overall, auto stocks are responding sharply to earnings surprises, policy changes, and the evolving electric vehicle outlook.
29 October 2025
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Bitcoin Blasts Past $113K Again – Is a $200K Crypto Mega-Rally Coming?

Bitcoin Blasts Past $113K Again – Is a $200K Crypto Mega-Rally Coming?

After years on the fringes, 2025 is increasingly looking like the year crypto hit the mainstream. Huge price milestones have arrived alongside a wave of institutional adoption and the first real regulatory framework for digital assets in major economiests2.techts2.tech. The industry’s maturation – exemplified by the launch of exchange-traded funds, Wall Street giants entering the space, and governments crafting rules – has lent newfound legitimacy to crypto as an asset class. “The Trump administration said they would champion the crypto industry, and this is a huge step in that direction,” says Jake Dollarhide, CEO of Longbow Asset Management, referring to the recent U.S. stablecoin legislation. “I look for bitcoin to make new highs from here… Crypto is going to have a moment in the weeks and months ahead as people who have missed out pile in,” he addedreuters.com.
29 October 2025
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2025’s Best-Performing Stock Market Is Up 35% – Here’s What’s Driving the Rally

2025’s Best-Performing Stock Market Is Up 35% – Here’s What’s Driving the Rally

Stock markets around the world are on fire heading into the final days of October 2025. Hong Kong’s Hang Seng Index – up about 34–35% so far this year – is the planet’s best-performing major index Advisorperspectives. After a brutal multi-year slump, Hong Kong’s market came roaring back thanks to ultra-cheap valuations and China’s post-pandemic stimulus. Investors flooded into undervalued Chinese tech and consumer stocks, driving a dramatic rebound. As a result, the Hang Seng has erased its losses from prior years and is flirting with three-year highs Dividendtitan Dividendtitan. “The market was clearly undervalued… confidence returned, money flowed in again,” one Hong Kong analyst noted of 2025’s turnaround Dividendtitan. A series of catalysts fueled the surge – from Beijing’s big economic stimulus packages to breakthroughs in Chinese AI technology and blockbuster movie releases energizing consumer sentiment Dividendtitan Dividendtitan. Even a mid-October trade scare barely dented the momentum – the Hang Seng Volatility Index spiked, but investors quickly bought the dip, betting that U.S.-China tensions would ease Reuters Reuters. As of this week, Hong Kong stocks remain on a tear, buoyed by renewed trade-deal hopes and expectations of further Chinese policy support. The Hang Seng’s resilience – up ~30%+ in
29 October 2025
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22nd Century Group (XXII) Soars After $9.5M Windfall, Expands Low-Nicotine Cigarette Rollout

22nd Century Group (XXII) Soars After $9.5M Windfall, Expands Low-Nicotine Cigarette Rollout

22nd Century Group received a substantial $9.5 million cash payout this week from an insurance settlement tied to a November 2022 incident at its Grass Valley facility. The settlement, for business interruption claims, provides a non-recurring cash windfall that immediately bolsters the company’s balance sheet. Shares of XXII surged 39% in post-market trading on Tuesday to about $2.10 on the news Benzinga, reflecting renewed investor optimism after the stock languished near all-time lows.
29 October 2025
Cambium Networks Stock Jumps on Starlink News as Delisting Looms – Analysts See 385% Upside

Cambium Networks Stock Jumps on Starlink News as Delisting Looms – Analysts See 385% Upside

Cambium Networks’ stock has been in a tailspin, reflecting both company-specific struggles and broader market skepticism. At just $0.62 per share as of Oct. 29, CMBM has lost nearly 90% of its value over the past 12 monthsfinimize.com. This collapse wiped out hundreds of millions in market capitalization – the company is now valued at only ~$17 millioninvesting.com, a stark contrast to its peers. Cambium’s share price briefly dipped into penny-stock territory and remains 63% below its 52-week high of $1.69investing.com. Even after a mild bounce in recent months, the stock’s 50-day trend is only slightly positive and volatility is extremefinimize.comfinimize.com.
29 October 2025
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Profusa (PFSA) Stock Skyrockets 36% on Milestone News – Can This Biotech Sensor Play Rebound?

Profusa (PFSA) Stock Skyrockets 36% on Milestone News – Can This Biotech Sensor Play Rebound?

Profusa’s after-hours surge came on the heels of a positive company update. The California-based digital health firm announced it has completed key manufacturing initiatives, creating enough production capacity to supply more than twice the units needed to meet its 2026 revenue goals for the Lumee™ continuous oxygen sensor systembenzinga.com. Fred Knechtel, Profusa’s CFO, said the team is “laser-focused on achieving revenue from sales of Lumee tissue oxygen monitoring systems… at the start of the second quarter of 2026,” with inventory shipments to distributors planned in Q1 2026benzinga.com. To support that timeline, Profusa finished the first full run of sensor production in October and even began production of its Lumee injector “pens,” according to the updatebenzinga.com.
29 October 2025
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Bloom Energy Stock Skyrockets on AI Mega-Deal & Blowout Earnings – Near 400% 2025 Rally

Bloom Energy Stock Skyrockets on AI Mega-Deal & Blowout Earnings – Near 400% 2025 Rally

Bloom Energy’s stock has been on a tear in 2025, and the past few weeks brought that rally to a climax. On October 13, Bloom announced a landmark partnership with Brookfield Asset Management – a deal that will see up to $5 billion invested to deploy Bloom’s fuel cells as on-site power at Brookfield’s forthcoming fleet of AI data centersts2.tech. The news tapped directly into market excitement around artificial intelligence and clean energy, sending Bloom’s shares soaring ~24–30% intraday to an all-time high around $108reuters.com. Year-to-date, Bloom was already one of the market’s hottest stocksreuters.com, and the Brookfield “AI mega-deal” added fresh fuel to that fire.
29 October 2025
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