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.

Visa (V) Stock Could Soar – Crypto Pilots, AI Shopping and Analyst Upgrades Spark Rally (Despite Legal Headwinds)

Visa (V) Stock Could Soar – Crypto Pilots, AI Shopping and Analyst Upgrades Spark Rally (Despite Legal Headwinds)

What Experts Say: Visa executives and analysts remain upbeat on the payments boom. CEO Ryan McInerney, commenting on Q3 results, noted tariffs and inflation had “no meaningful impact” on consumer spendingts2.tech. Mark Nelsen highlighted regulatory clarity enabling new stablecoin trialsreuters.com, while Visa’s Jack Forestell emphasized that merchants and card networks must ensure AI agents are “trusted” customersinvestor.visa.com. On the sell-side, firms like Wells Fargo describe Visa as one of the “Fab 5 of Fintech,” and have initiated coverage on the stocktipranks.com.
23 October 2025
Eli Lilly (LLY) Stock Soars on Obesity-Drug Boom — Is $1,000 Next?

Eli Lilly (LLY) Stock Soars on Obesity-Drug Boom — Is $1,000 Next?

Eli Lilly has been on a tear in October 2025. After closing around $726 on Sept. 29, the stock surged more than 9% in the following days, briefly spiking to about $832 on Oct. 1ts2.techts2.tech. Trading volume was heavy and analysts pointed to a “perfect storm” of news – Eli Lilly’s weight-loss and Alzheimer’s drug advances were cited as key drivers. As one tech-stock analysis observed, traders noted “bullish options activity and growing excitement over Lilly’s weight-loss drugs and Alzheimer’s research” fueling the rallyts2.tech. By Oct. 23, LLY was trading near $818tradingview.com, solidly above its pre-September levels. Overall, the stock is up roughly 6% year-to-date, about matching the S&P 500 health-care indextradingview.com.
Oracle Stock Skyrockets on $300B AI Cloud Deal — Wall Street Eyes $400 Upside

Oracle Stock Skyrockets on $300B AI Cloud Deal — Wall Street Eyes $400 Upside

Oracle’s recent moves – mega cloud contracts, ambitious AI plans, and heavy capex – have re-ignited its growth story, but they also raise big questions. The company is counting on a boom in AI demand to fuel revenue growth and justify its high valuationts2.techts2.tech. In the short term, technical traders point to support around the high-$270s and resistance near $300. Option-market indicators even suggest ORCL could revisit ~$354 by year-end if the bull case prevailswebull.com. Conversely, a failure to deliver on its promises could send ORCL back toward the $270s or lowerwebull.com.
Microsoft Stock Soars on AI and Cloud Buzz – Will $520 Rally Hit $600?

Microsoft Stock Soars on AI and Cloud Buzz – Will $520 Rally Hit $600?

MSFT stock has hit fresh highs amid the AI and cloud craze. On Oct. 23, 2025 it was trading around $521–523stocktitan.net, up over 0.5% on the day. Year-to-date, Microsoft is up roughly 25%nasdaq.com. Its market cap is now about $3.8 trillionstocktitan.net, making it the second-largest U.S. company. Analysts note the stock’s price-to-earnings is near 28×ts2.tech, which is high but justified by double-digit earnings growth forecasts and a growing dividend.
Meta (META) Stock Surges on Massive AI Bets – Can the Rally Last?

Meta (META) Stock Surges on Massive AI Bets – Can the Rally Last?

Key Facts: Meta shares trade around $730–$740 in late Oct 2025stockinvest.us, near all-time highsts2.tech. The stock is up roughly 25% year-to-datets2.tech, well above the broader market. In Q2 2025 Meta reported $47.52B revenue and $18.34B net incomets2.tech, beating estimates. Management guided Q3 revenue to $47.5–50.5Bts2.tech. Wall Street is broadly bullish – ~85% of covering analysts rate META a Buy/Strong Buyts2.tech, with 12‑month targets averaging around $825ts2.tech. Major recent developments include a $27–30B Louisiana data-center joint venturebloomberg.com, the announced purchase of AI chipmaker Rivosts2.tech, and aggressive AI talent hirests2.tech. Regulatory pressures are mounting: Meta will suspend paid political ads in the EU from Oct 2025reuters.com under new transparency laws, and faces EU probes under the Digital Services/Markets Actsts2.tech; in the U.S., the FTC’s antitrust suit over Instagram/WhatsApp is still pendingreuters.com.
Apple Stock Soars on iPhone 17 Buzz – Record Highs and $300 Price Targets in Sight?

Apple Stock Soars on iPhone 17 Buzz – Record Highs and $300 Price Targets in Sight?

Apple shares have hit new highs on strong iPhone 17 demand and solid earnings. Reuters reports the stock jumped over 4% to about $262.90 on Oct 20, giving Apple a ~$3.9 trillion valuationreuters.com. By Oct 22 it was trading near $258, roughly 5% above its early 2025 levelreuters.com. Investors note that Apple has largely outperformed a sluggish broader market: year-to-date Apple is slightly up, whereas many tech peers rallied even more aggressivelyts2.tech. In the past few weeks AAPL has been consolidating in the $255–$263 range, awaiting the Q4 earnings report and digesting recent product newsts2.techreuters.com. Technical analysts say the stock remains in an uptrend above its 50-day moving average, with key support around $250ts2.tech – but a move above ~$263 could open the door toward $275–$280 in the coming monthsts2.techts2.tech.
Broadcom (AVGO) Stock Skyrockets on $10B OpenAI AI Chip Deal – Analysts Target $460

Broadcom (AVGO) Stock Skyrockets on $10B OpenAI AI Chip Deal – Analysts Target $460

In sum, Broadcom’s story is clear: a blockbuster AI partnership and new AI product launches have turbocharged expectations. Wall Street’s upgraded price targets reflect this, with many analysts now modeling Broadcom as a major AI infrastructure winnerts2.techmarketbeat.com. As TS2.Tech puts it, Broadcom’s perceived central role in the AI boom has led to “outsized returns”ts2.tech. General investors should note the optimism – but also the sky-high bar. Even with consensus targets around $370–380, many eyes are on whether Broadcom can keep exceeding lofty growth forecasts.
“AI Boom” Pushes Monolithic Power (MPWR) Stock to Record High – Is the Rally Just Beginning?

“AI Boom” Pushes Monolithic Power (MPWR) Stock to Record High – Is the Rally Just Beginning?

On Thursday the market really took notice. MPWR stock climbed sharply after midday – driven by a published analyst upgrade – and hit $1,045.01, a fresh 52-week highmarkets.chroniclejournal.com. In fact, MarketBeat reports MPWR traded “as high as $1,045.01” on Oct. 23marketbeat.com. By comparison, the stock opened the year near $620, so the YTD run is roughly +70%. The spike coincided with KeyBanc/KeyCorp raising its price target. Volume that day was heavy, reflecting a rush of buyers. By late afternoon MPWR was trading around $1,040–$1,050 – well above most prior levels. Such a leap was fueled by fresh optimism over AI-driven demand for MPS’s chips.
Amphenol (APH) Stock Rockets to New Highs on Blockbuster Q3 Results & AI Boom

Amphenol (APH) Stock Rockets to New Highs on Blockbuster Q3 Results & AI Boom

After a late September pullback, Amphenol stock has been ripping higher. It traded near $125 in mid-October and set a fresh intraday high on Oct. 16ts2.tech. On Oct. 21 it dipped to about $124.44investing.com, but on Oct. 22 – the day of its Q3 report – it spiked about 9% pre-market and settled at $128.93ts2.tech. On Oct. 23, trading opened around $128.95marketbeat.com. The recent rally has pushed APH far above its key moving averages, signaling strong technical momentum. Over the past six months APH is up ~95%ts2.tech, and year-to-date it has gained roughly 80%ts2.tech, far outpacing peers.
Valero Energy Stock Skyrockets on Blowout Q3 Results – What’s Next for VLO?

Valero Energy Stock Skyrockets on Blowout Q3 Results – What’s Next for VLO?

Valero’s Oct. 23 earnings release dramatically beat expectations. Adjusted Q3 EPS was $3.66, well above analysts’ $3.05 consensusmarketbeat.comreuters.com, on revenue of $32.17 billion. CEO Lane Riggs noted 97% refinery utilization – “refineries in the Gulf Coast and North Atlantic regions set new all-time highs for throughput”investorvalero.com – reflecting strong operations. The market applauded: Valero’s stock jumped about 3% on the news, trading near $166 in pre-market tradingreuters.com. Notably, Valero’s refining margin averaged $13.14/barrel in Q3, up 44% from a year agoreuters.com, driven by robust diesel/gasoline spreads and tight fuel inventories. Analysts say these results position Valero “well to benefit from strong margins” going forwardreuters.com.
Western Digital Stock Rockets on AI Data Boom — Analysts Eye Even Bigger Gains

Western Digital Stock Rockets on AI Data Boom — Analysts Eye Even Bigger Gains

Western Digital’s stock has been on a tear, climbing sharply in mid-October. On Oct. 23 it closed at $126.63, up 5.1% for the dayinvesting.com, and roughly double its price at the start of 2025ts2.tech. The rally reflects strong industry demand: Western Digital says the exploding need for AI and cloud storage is driving customers to hoard high-capacity hard drives. In fact, the company announced in mid-October that it will raise prices across its HDD product line to manage “booming demand”investopedia.com. CEO Irving Tan and other executives have repeatedly stressed that “HDDs will continue to remain the foundation of the world’s data infrastructure” in an AI-driven erastocktitan.netchartmill.com. To support enterprise customers, Western Digital even opened an expanded AI-focused System Integration and Test lab to speed development and deployment of its driveschartmill.com.
Vertiv (VRT) Stock Soars on AI Data-Center Frenzy – What’s Driving the Rally?

Vertiv (VRT) Stock Soars on AI Data-Center Frenzy – What’s Driving the Rally?

Vertiv stock has been on a tear in 2025, and on Oct. 23, 2025 that rally continued. By mid-day Thursday, the share price was around $180–181, roughly a 5% gain on the sessionmarketbeat.comreuters.com. Notably, Reuters confirms VRT was trading at $180.12 as of late morning on Oct. 23reuters.com. This comes after a recent intraday high near $184.50. Over the past month, VRT has climbed sharply – for example, shares jumped from the mid-$160s to high-$170s in early Octoberts2.tech. On Oct. 22, the stock closed around $171.27marketbeat.com, so Thursday’s move extends its break above prior resistance. Trading volume on Oct. 23 was roughly 5.0 million shares by mid-daymarketbeat.com, in line with the 8.8M share average but higher than normal for the stock. This heavy volume underscores broad investor interest amid the momentum.
Robinhood Stock Soars 250% YTD, Faces Crypto-Driven Pullback – What’s Next?

Robinhood Stock Soars 250% YTD, Faces Crypto-Driven Pullback – What’s Next?

Robinhood’s stock has had a wild 2025. As of Oct. 23, HOOD is trading in the low-$120s after a steep run. The stock opened on Oct. 23 at $127.22marketbeat.com, down from its early-October record high near $153ts2.tech. Year-to-date, HOOD is up roughly 250% – vastly outperforming broader marketsts2.techts2.tech. That meteoric rally coincided with Robinhood’s debut in the S&P 500 at the end of September, a “watershed moment” that forced index funds to buy the stock and pushed its market cap above $100 billionts2.tech.
Integer Holdings (NYSE: ITGR) Stock Plunges 37% on Revised Forecast – Key Takeaways

Integer Holdings (NYSE: ITGR) Stock Plunges 37% on Revised Forecast – Key Takeaways

Integer’s stock slumped sharply on Oct. 23 after investors digested the latest financial news. According to Reuters, ITGR was trading around $68.67 as of mid-dayreuters.com – one of its worst single-day drops on recordtradingview.com. For context, the stock had opened near $85 on Oct. 23 against a prior close around $109reuters.com. This dramatic fall came despite a largely solid earnings report, reflecting concerns over the company’s revised outlook and upcoming market challenges.
Blackstone (BX) Shines With Big Q3 Beat & $18B Hologic Deal – But Why Are Shares Falling?

Blackstone (BX) Shines With Big Q3 Beat & $18B Hologic Deal – But Why Are Shares Falling?

Blackstone’s latest results painted a mixed picture. The firm reported distributable earnings of $1.889 billion, up 48% from a year ago and well above the $1.23 forecastreuters.com. However, on a GAAP basis net income dropped to $624.9 million from $780.8 million last year, and total revenue slid about 15.7% year-over-yearts2.tech. Investors focused on the earnings miss and slowing revenue, which partly offset the beat on cash profit. As a result, BX shares dipped about 1% intraday on Oct. 23, trading around $160benzinga.com.
Garrett Motion Stock Skyrockets on Turbocharged Q3 Beat and EV Tech Push

Garrett Motion Stock Skyrockets on Turbocharged Q3 Beat and EV Tech Push

Key Facts: GTX stock closed near $12.50 on Oct 22, 2025 and then surged about 20% to roughly $15 on Oct 23, hitting a 52-week highreuters.comstockanalysis.com. The jump followed a 9% jump in Q3 sales and EPS of $0.38investing.com. Garrett raised its 2025 outlook, approved a 33% dividend hike to $0.08/share, and repurchased $84M in stockinvesting.com. Analysts are largely bullish: consensus is a “Strong Buy” with an average 12‑month target around $16–$17nasdaq.comstockanalysis.com. Industry observers note Garrett’s focus on turbocharging and electrified boosting tech could keep growth momentum strongchartmill.comglobenewswire.com.
Dow Inc. Stock Skyrockets on Earnings Beat – Dividend Cut and Tariffs Still Cloud Outlook

Dow Inc. Stock Skyrockets on Earnings Beat – Dividend Cut and Tariffs Still Cloud Outlook

Key Facts: Dow Inc. stock surged on Oct. 23 after the company’s Q3 report, trading around the mid-$20s – roughly 8–10% higher on the day Investing Bloomberg. Over the past week the stock jumped sharply amid heavy volatility. The company reported a smaller-than-expected third-quarter adjusted loss on sales of about $9.97 billion, narrowly missing revenue forecasts Reuters Nasdaq. This beat helped lift shares, though sales fell 8% year-on-year due to softer chemicals pricing. Dow’s annualized dividend was recently cut in half and it now yields roughly 5–6% Dow Stockanalysis, a move that prompted investor lawsuits over prior guidance Ourmidland Ourmidland. Industry headwinds remain, however: tariffs and Chinese overcapacity are pressuring margins across chemicals Reuters Reuters. Peers like DuPont and LyondellBasell have also seen weak demand, but Dow’s extensive U.S. Gulf Coast assets and cost-cutting efforts help offset price drops Reuters ts2.tech. Wall Street’s consensus view is cautious – analysts rate the stock a “Hold” on average with a 12‑month target around the mid‑$20s Stockanalysis. Potential catalysts include any recovery in global manufacturing, easing trade frictions, and rate cuts to spur demand Reuters Ourmidland.
Plug Power Stock Rockets on Hydrogen Hype: 170% Rally Driven by New Deals

Plug Power Stock Rockets on Hydrogen Hype: 170% Rally Driven by New Deals

This week’s news flow highlights Plug Power’s expanding footprint in clean energy. On Oct. 23 the company announced it had outfitted Floor & Decor’s large Washington distribution center with a complete hydrogen ecosystem – 77 GenDrive fuel-cell forklifts plus on-site fueling – replacing diesel equipment with zero-emissions powerir.plugpower.com. “This partnership with Floor & Decor showcases the proven reliability and performance of our GenDrive systems in demanding retail distribution environments,” said Plug CEO Andy Marshir.plugpower.com. The system is expected to eliminate ~400 metric tons of CO₂e per year at the facility.
Quantum Gold Rush: D-Wave (QBTS) Stock Rockets 3000% This Year – Government Funding News Fuels Wild Swings

Quantum Gold Rush: D-Wave (QBTS) Stock Rockets 3000% This Year – Government Funding News Fuels Wild Swings

D-Wave’s stock story in 2025 has been nothing short of dramatic. After languishing near $1 in late 2024, QBTS entered 2025 on a tear. By early October it had more than tripled on the year, and on Oct. 15 it briefly hit $46.75 – an astonishing jump of roughly 3,000% from a year priorts2.tech. However, the post-peak price action has been a roller coaster. In the days following Oct. 15, QBTS tumbled: it fell ~35% from its high to close around $27.29 on Oct. 22ts2.tech. On Oct. 21 it fell ~6%, then another ~15% on Oct. 22ts2.tech. That drop coincided with a broad tech sell-off: investors fretted over U.S. tech export curbs to China and took profits after months of gainstipranks.combenzinga.com.
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#1 STRONG BUY

AerCap Holdings

NYSE: AER 92/100
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Uber Technologies

NYSE: UBER 90/100
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Taiwan Semiconductor Manufacturing

NYSE: TSM 89/100
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dLocal

NASDAQ: DLO 86/100
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Tapestry

NYSE: TPR 84/100
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