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.

CrowdStrike Stock Climbs on AI Cybersecurity Momentum and Analyst Upgrades – What’s Next for CRWD?

CrowdStrike Stock Climbs on AI Cybersecurity Momentum and Analyst Upgrades – What’s Next for CRWD?

CrowdStrike’s stock has been on a tear in 2025, riding the broader AI-powered cybersecurity boom. Shares currently trade around $484–485, just 6% shy of their record high set in Julymarketbeat.com. The price is up slightly from last week’s closemarketbeat.com, though it pulled back mid-week amid tech sector volatility. On Tuesday, CRWD briefly dipped almost 4% as part of a broader tech sell-off on concerns about peaking AI demandts2.tech. However, the stock rebounded quickly by Wednesday, buoyed by bullish analyst commentary and sector momentum. For instance, TD Cowen’s upgrade to a $580 target on Oct 6 helped spark renewed buying interestts2.tech.
19 October 2025
Palo Alto Networks Stock Near Record High – AI Boom, $25B Deal & Bold Forecasts Fuel Rally

Palo Alto Networks Stock Near Record High – AI Boom, $25B Deal & Bold Forecasts Fuel Rally

Palo Alto Networks’ stock has been on fire in recent months, riding a wave of optimism around booming cybersecurity demand and artificial intelligence. The stock currently hovers near record highs around $207–$210 per sharereuters.com, not far from its peak of ~$216 earlier in Octoberts2.tech. Year-to-date PANW is up roughly 10–15%ts2.tech – a strong performance driven by robust earnings and upbeat forecasts. By comparison, the Nasdaq is flat to slightly down on the year, highlighting Palo Alto’s status as a standout “cybersecurity winner.” The company’s market capitalization now sits around $140 billionreuters.com, solidifying its position as the largest pure-play cybersecurity vendor globallyts2.tech.
ServiceNow Stock Shines Amid AI Push and Bold Analyst Targets Ahead of Q3 Results

ServiceNow Stock Shines Amid AI Push and Bold Analyst Targets Ahead of Q3 Results

ServiceNow’s stock has been choppy in 2025, navigating both tech sector swings and company-specific news. Shares closed this past week around $904 and have declined roughly 14% since January, underperforming many large-cap software peersts2.tech. The stock is still about 20% below its peak of $1,170 set in early 2025tradingview.com, reflecting a cooldown after several years of torrid gains. By comparison, the broader S&P tech sector is up modestly on the year, so ServiceNow’s softer performance stands out – often attributed to investor nerves around its federal government business and questions about how generative AI might disrupt traditional software modelsts2.tech.
Lam Research Stock Soars on AI Chip Boom – What’s Next for LRCX?

Lam Research Stock Soars on AI Chip Boom – What’s Next for LRCX?

Lam Research’s stock performance in late 2025 has been nothing short of remarkable. As of October 19, LRCX trades around $141.5 per share, a level it hasn’t seen in over a yearmacrotrends.net. This price represents a nearly 40% gain since early August, when the stock was hovering near $100. The rally has dramatically outpaced broader indices – in the past month alone, Lam’s share price jumped almost 19%, while the Nasdaq tech sector gained under 2%nasdaq.com.
19 October 2025
Qualcomm Stock’s Wild Ride: New Chip Triumphs, China Shocks, and What’s Next for QCOM

Qualcomm Stock’s Wild Ride: New Chip Triumphs, China Shocks, and What’s Next for QCOM

QUALCOMM’s stock price has seesawed in mid-October. It closed Friday at $163.45investor.qualcomm.com per share, down a fraction on the day after a late-week pullback. This caps a volatile stretch: the stock started the week near $155 after a sharp sell-off, then rallied back roughly +6% by week’s end. Over the past five trading days, QCOM logged solid gains, essentially recovering from the prior Friday’s plunge. Year-to-date the stock is little changed, underperforming hotter semiconductor names but reflecting improved sentiment since early 2025’s lows.
Alphabet (Google) GOOGL stock: What to Know Before Markets Open on October 20, 2025

Alphabet (Google) GOOGL stock: What to Know Before Markets Open on October 20, 2025

Alphabet Inc.’s stock has been on a tear in 2025, lately trading at record levels. On October 14, shares closed around $245, their highest in history or nearly sots2.tech. By October 16, GOOGL pushed even higher intraday – around $255–$256 – putting Alphabet’s market capitalization within a hair’s breadth of the elite $3 trillion clubts2.tech. The latest rally caps a year in which Alphabet’s stock has soared ~30–32% year-to-date, vastly outperforming the S&P 500 and even most Big Tech peersts2.tech. In fact, Q3 2025 alone saw GOOGL leap 38% – its best quarter in 20 yearsts2.tech – buoyed by booming business trends and investor enthusiasm for artificial intelligence.
19 October 2025
Intuit Inc. (NASDAQ: INTU): What to Know Before Markets Open on October 20, 2025

Intuit Inc. (NASDAQ: INTU): What to Know Before Markets Open on October 20, 2025

Intuit’s stock staged a healthy rebound heading into October 19, 2025, gaining roughly 3% over the week and trading around $661 per sharesimplywall.st. This marks a turnaround from late summer, when shares slipped in the wake of cautious guidance. Even after this week’s pop, INTU remains well off its all-time highs, but the recent momentum reflects renewed investor optimism. By comparison, the stock is up about 6–9% year-to-date in 2025, outpacing some fintech peers that have struggled, and has notched an 8.6% gain over the past yearsimplywall.st. For longer-term holders, Intuit’s trajectory is impressive – shares have more than doubled in the last three years and climbed 104% over five years, a testament to the company’s powerful brand and subscription-based ecosystemsimplywall.st.
Broadcom (NASDAQ: AVGO): What to Know Before Markets Open on October 20, 2025

Broadcom (NASDAQ: AVGO): What to Know Before Markets Open on October 20, 2025

Broadcom’s stock has been on a remarkable tear in 2023–2025, reaching trillion-dollar territory as it rides the wave of AI optimism. After a 10-for-1 stock split in February 2024, Broadcom’s market capitalization skyrocketed, surpassing $1.5 trillion by late 2025ts2.tech. The stock hit an all-time high around $374 in early September. Even after a mild pullback, AVGO remains up roughly 70% year-to-date, vastly outperforming the S&P 500’s ~15% gaints2.techts2.tech. Over the past 12 months, Broadcom’s share price has roughly doubled, an almost unheard-of leap for a mature tech companyts2.tech.
Annaly Capital (NLY) Rallies Near Highs on 13% Yield – Latest Stock News & Forecasts

Annaly Capital (NLY) Rallies Near Highs on 13% Yield – Latest Stock News & Forecasts

Annaly Capital’s stock price has climbed steadily through 2025, supported by easing interest rate fears and its outsized dividend yield. Shares of Annaly Capital Management are trading near their highest levels of the past year after mounting a robust recovery. The stock closed at $20.80 on October 17th – approaching its 52-week peak of ~$22.45 – as investors bid up the mortgage REIT amid improving market sentimenttickertech.comtickertech.com. Annaly’s share price has risen about 13% year-to-date, outpacing many peers and roughly matching broader market gains, especially once its hefty dividend is factored insimplywall.st. In fact, including dividends, NLY has delivered approximately an 18% total return over the past yearsimplywall.st, reflecting renewed investor confidence after a volatile 2022–2023 period for mortgage-focused REITs.
Datavault AI (DVLT) Stock Skyrockets on Bitcoin Deal & AI Hype – Is the 400% Rally Sustainable?

Datavault AI (DVLT) Stock Skyrockets on Bitcoin Deal & AI Hype – Is the 400% Rally Sustainable?

Datavault AI’s stock has been on a wild roller-coaster in recent days as investors react to the company’s bold moves. After steadily climbing above $1 through early October – a threshold that allowed DVLT to regain Nasdaq compliance on Oct. 10, removing prior delisting risk ts2.tech – the stock went into overdrive. News of the massive Bitcoin-funded investment and optimistic guidance ignited a retail trading frenzy. Shares that traded at about $0.50 a month ago suddenly spiked to an intraday peak near $2.70–$3.00 last week ts2.tech ts2.tech, with trading volumes exploding into the tens of millions. On October 14, DVLT jumped +28.8% in a single session, closing at $2.19 on 80.9 million shares traded ts2.tech ts2.tech – more than 4× its average volume, as day traders piled in.
Viking Therapeutics (VKTX) Rides Obesity Drug Wave: Stock Steadies as Analysts Eye Big Upside

Viking Therapeutics (VKTX) Rides Obesity Drug Wave: Stock Steadies as Analysts Eye Big Upside

Viking’s stock has stabilized in recent sessions, trading in the mid-$30s after a roller-coaster few months. It ended Friday at $33.53marketbeat.com, roughly flat on the week and not far from its intraday high of ~$36.80 on Thursdayir.vikingtherapeutics.com. This marks a dramatic recovery from mid-August, when VKTX plunged over 40% in one day following a crucial trial announcementts2.tech. Back then, Viking had unveiled results from a Phase 2 study of its oral obesity pill that missed investor expectations, triggering a sharp selloff. Since that rout, the stock has climbed back as optimism returns ahead of key catalysts. Heavy trading activity underscores the renewed interest – on Oct. 15, nearly 22,823 call options on VKTX traded, including a burst of bullish bets at the $50 January strikets2.tech. This elevated options volume suggests traders positioning for potential upside moves.
Microsoft Nears $4 Trillion: AI Boom Propels Stock Rally, Analysts See $600 Ahead

Microsoft Nears $4 Trillion: AI Boom Propels Stock Rally, Analysts See $600 Ahead

Microsoft’s stock has been on a tear in 2025, hovering near record levels after a robust year of growth. Shares ended last week around $513–$514stockanalysis.com, not far from the all-time closing high of ~$555 set in late Julyts2.tech. This rally has added hundreds of billions to Microsoft’s market capitalization, which now sits just under the $4 trillion milestonets2.tech. The stock has climbed roughly 23% over the past 12 monthsts2.tech, outpacing the broader market amid excitement over artificial intelligence and resilient demand for cloud services.
Applied Materials (AMAT) Stock Near Record Highs on AI Chip Boom – Can the Rally Survive China Curbs?

Applied Materials (AMAT) Stock Near Record Highs on AI Chip Boom – Can the Rally Survive China Curbs?

Applied Materials’ stock has been on a tear in October, climbing to levels not seen in over a year. As of October 19, 2025, AMAT traded around $225/share, just shy of its 52-week highinvesting.cominvesting.com. The stock is up approximately 15% year-to-date and a remarkable 50%+ in the past six months, far outpacing the broader marketinvesting.com. Recent action has been especially volatile: shares jumped over 4% on Wednesday alone, then essentially flatlined Thursday near record territory, before slipping ~1.2% on Friday to $224.99investing.com. Despite that mild pullback, AMAT still gained about 7–8% on the week, reflecting bullish momentum tied to technology hype and earnings optimismts2.tech.
19 October 2025
Salesforce Stock Soars on Bold $60B AI Bet – Will CRM’s Rally Last?

Salesforce Stock Soars on Bold $60B AI Bet – Will CRM’s Rally Last?

Salesforce’s stock has been on a rollercoaster ride through 2025. Early in the year, shares rallied on AI hype, but momentum fizzled as growth remained modest. A steep sell-off hit in September after Salesforce issued cautious revenue guidance for the fall quarter, which rattled investors and knocked CRM to its lows for the yearts2.techts2.tech. In fact, Salesforce’s Q3 FY2026 outlook projected only ~8–9% revenue growth – barely inline with estimates – triggering an immediate sell-off. The stock plunged about 5% on September 3 and another ~8% on September 4 as traders digested the lackluster guidancets2.tech. This one-two punch drove CRM down into the mid-$230s, its lowest levels in months and far below its late-2021 highs. The message was clear: heavy investments in AI had yet to translate into the reaccelerated growth Wall Street hoped forts2.tech.
Netflix Stock Soars to Record Highs Amid Bold Deals and Streaming War Shake-Up

Netflix Stock Soars to Record Highs Amid Bold Deals and Streaming War Shake-Up

Netflix’s stock price has been on a tear in 2025. Shares of the streaming leader have climbed roughly 70% over the past year, recently trading around $1,200 – an all-time high region for the companyts2.tech. The tech-heavy Nasdaq’s overall strength and Netflix’s own performance have propelled the stock to this level. Year-to-date, Netflix is up about 30%, outpacing the broader market. It’s now roughly 10% below its peak of $1,341 per share reached earlier this monthnasdaq.com. This surge has boosted Netflix’s market capitalization to about $513–518 billionts2.techts2.tech, vaulting it into the upper echelon of tech media companies.
Summit Therapeutics (SMMT) Stock Soars on Cancer Breakthrough – Can the Biotech’s Rally Hold?

Summit Therapeutics (SMMT) Stock Soars on Cancer Breakthrough – Can the Biotech’s Rally Hold?

Summit Therapeutics’ share price has experienced extreme swings this year. After a steady climb through late summer, SMMT spiked to an intraday high above $25 on Oct. 13, 2025, before pulling back to end the week just under $21stockanalysis.com. The stock fell 4.5% on Friday alonestockanalysis.com, capping a choppy few days as traders braced for the ESMO conference and earnings. Despite the recent dip, Summit’s stock is still up double-digits in 2025, roughly in line with the broader biotech sectorfinance.yahoo.com.
19 October 2025
Spruce Biosciences (SPRB) Skyrockets 1,300% on FDA Breakthrough News – Experts Weigh In

Spruce Biosciences (SPRB) Skyrockets 1,300% on FDA Breakthrough News – Experts Weigh In

Spruce Biosciences’ meteoric rise began with a game-changing regulatory win. On October 6, the company announced that the FDA had granted Breakthrough Therapy Designation to its lead drug, tralesinidase alfats2.tech. TA-ERT is an experimental enzyme replacement therapy targeting Sanfilippo Syndrome Type B – a rare, inherited lysosomal storage disease that causes severe neurological decline in childrenstocktwits.com. The FDA’s BTD endorsement signals that early data for TA-ERT show “substantial improvement” over existing options for this deadly disease, and it unlocks special support to speed the drug’s development. In practical terms, a Breakthrough designation means Spruce will receive expedited FDA guidance and priority review for TA-ERT, potentially shaving years off the approval timelinets2.techstocktwits.com. Spruce’s CEO Javier Szwarcberg hailed the designation as “validation of TA-ERT’s potentially transformative clinical impact,” and confirmed the company is on track to submit a full approval application in the first quarter of 2026azat.tvstocktwits.com. If regulators agree, TA-ERT could become the first-ever approved therapy for Sanfilippo Syndrome Type B, offering hope to affected families.
19 October 2025
Advanced Micro Devices Stock (AMD): What to Know Before Markets Open on October 20, 2025

Advanced Micro Devices Stock (AMD): What to Know Before Markets Open on October 20, 2025

Advanced Micro Devices has been one of 2025’s star performers on Wall Street. The stock has nearly doubled this year amid a broader tech rally driven by artificial intelligence optimism. As of mid-October, AMD was up roughly 80% year-to-date, far outpacing big peers ts2.tech. This month the gains went parabolic – AMD rocketed from around $165 in early October to over $230 per share, including a single-day +34% spike on Oct. 6 after a major deal announcement ts2.tech. The stock hit a record intraday and closing high around $238 last week before cooling slightly into the week’s end. Even so, AMD closed Friday near $233, keeping it “hovering near record levels” going into Monday ts2.tech.
AMAZON Stock (AMZN): What to Know Before Markets Open on October 20, 2025

AMAZON Stock (AMZN): What to Know Before Markets Open on October 20, 2025

Amazon’s stock enters the week trading in the low-$210s per share, consolidating after a choppy few weeks. As of Friday’s close, AMZN was about $213reuters.com, down slightly over the past week and roughly 3% higher than a month ago. The stock has stabilized since a late-September selloff and a brief mid-October pullback. Notably, Amazon hit an all-time high near $242 in early February 2025 amid a tech rally, but gave back about 10% during the summer on profit-taking and market volatilityts2.tech. Year-to-date, Amazon is essentially flat, lagging both the S&P 500 and Nasdaqts2.tech. In other words, Amazon has underperformed its mega-cap tech peers this year, as investors adopt a “wait-and-see” approach despite the company’s solid fundamentalsts2.tech.
19 October 2025
META Stock (META): What to Know Before Markets Open on October 20, 2025

META Stock (META): What to Know Before Markets Open on October 20, 2025

Meta Platforms’ stock enters the week trading just below its record highs after a stellar run this year. Shares have climbed from under $600 in January to the mid-$700s, delivering roughly a 25% gain year-to-date by the end of Q3ts2.tech. The stock hit an all-time high near $789 in mid-Augustts2.tech, and despite some volatility, it closed last week at $716.92stockinvest.us. Over the past 12 months, Meta’s market value has swelled to about $1.8 trillionbenzinga.com, reflecting investor confidence in its growth trajectory. Notably, Meta’s shares have outperformed many peers – up ~22% year-on-year and nearly 48% in the last six monthsbenzinga.com – amid broader enthusiasm for big tech and artificial intelligence.
19 October 2025
1 285 286 287 288 289 419
AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

AerCap Holdings

NYSE: AER 92/100
#2 BUY

Uber Technologies

NYSE: UBER 90/100
#3 BUY

Taiwan Semiconductor Manufacturing

NYSE: TSM 89/100
#4 ACCUMULATE

dLocal

NASDAQ: DLO 86/100
#5 ACCUMULATE

Tapestry

NYSE: TPR 84/100
View full portfolio
Editorial model selection. Not personalised advice.