Today: 7 February 2026
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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.

Affirm Ramps Up Lending Firepower With $750M New York Life Deal and Worldpay Distribution as Q1 FY26 Results Arrive Today (Nov. 6)

Affirm Ramps Up Lending Firepower With $750M New York Life Deal and Worldpay Distribution as Q1 FY26 Results Arrive Today (Nov. 6)

November 6, 2025 — Fintech & Payments | BNPL, AFRM, Worldpay, New York Life Affirm expands its long‑term capital partnership with New York Life and deepens distribution via Worldpay for Platforms—just hours before reporting Q1 FY26 earnings. Here’s what the deals mean for BNPL, merchants, and investors. Key takeaways What’s new Affirm × New York Life, expanded. Affirm said New York Life will buy Affirm’s consumer installment loans on a forward‑flow basis with up to $750M outstanding through Dec. 2026. The structure keeps loans off Affirm’s balance sheet and, by recycling capital, can support about $1.75B in yearly originations—extra capacity
6 November 2025
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Kraken Lists ASTER: Is This New DeFi Token the Next Big Thing?

Aster (ASTER) Rebounds Above $1 on Nov. 6: $29M Buybacks, CZ’s 2M-Token Disclosure, and New Collateral Utility Fuel the Rally

Dateline: November 6, 2025 — Aster’s native token ASTER extended its recovery today, reclaiming and holding the $1.00 mark after a turbulent week for crypto. Fresh buyback data, new on‑exchange utility, and lingering momentum from Changpeng “CZ” Zhao’s weekend disclosure that he purchased ~2 million ASTER are the key drivers behind the move. As of publication, ASTER hovered a little above the dollar level during its third straight session of gains. Yahoo Finance+4Phemex+4BlockBeats+4 What changed today (Nov. 6) The week in brief: how we got here Why the rebound may have legs (and what could spoil it) 1) Programmatic buybacks
6 November 2025
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Nov. 6, 2025 — Lattice Semiconductor (LSCC) Matches Q3, Guides 22% Q4 Growth; Benchmark Electronics (BHE) Files 10‑Q After Mixed Quarter

Nov. 6, 2025 — Lattice Semiconductor (LSCC) Matches Q3, Guides 22% Q4 Growth; Benchmark Electronics (BHE) Files 10‑Q After Mixed Quarter

Updated Nov. 6, 2025 — Shares of Lattice Semiconductor (NASDAQ: LSCC) and Benchmark Electronics (NYSE: BHE) remain in focus today as investors digest fresh filings, analyst reactions, and guidance following this week’s earnings. Below we break down the key numbers, what changed today, and what to watch next. Key takeaways Lattice Semiconductor (LSCC): in‑line quarter, solid AI/data‑center tailwinds Lattice’s Q3 FY2025 numbers came in in line with expectations: revenue $133.3M (+4.9% YoY, +7.6% QoQ), GAAP gross margin 67.9%, non‑GAAP gross margin 69.5%, GAAP net income $2.8M ($0.02), and non‑GAAP EPS $0.28. Management guided Q4 revenue to $138M–$148M and non‑GAAP EPS
6 November 2025
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Fed Cuts Rates Amid Data “Fog” – Stocks Hit Record Highs as More Easing Likely

Fed Liquidity Watch (Nov. 6, 2025): Record SRF Usage Fades After $50B Spike—What the “$125B in 5 Days” Headlines Really Mean for Banks and Markets

Published: November 6, 2025 Key takeaways What changed today (Nov. 6) As of Wednesday, Nov. 5 (the latest consolidated data), SRF usage collapsed to ~$82 million—split roughly $43 million Treasuries and $39 million MBS—after the early‑week spike. That sharp slowdown corroborates the view that month‑end frictions were the primary driver, not a sustained funding seizure. FRED+1 Separately, the Fed’s Oct. 29 policy shift—to stop QT on Dec. 1 and to reinvest MBS into T‑bills—continues to shape expectations that money‑market stress should gradually ease into year‑end as reserves stabilize. Reuters How we got here: A quick timeline What the SRF is—and
6 November 2025
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AMC Stock Today (Nov 5, 2025): Q3 Revenue Beats Estimates, Loss Widens; CEO Sees Best Q4 in Six Years

AMC Stock Today (Nov 5, 2025): Q3 Revenue Beats Estimates, Loss Widens; CEO Sees Best Q4 in Six Years

AMC Entertainment’s (NYSE: AMC) shares are in focus after the company posted third‑quarter results and struck an upbeat tone on year‑end box office momentum. What happened today AMC reported Q3 revenue of $1.30 billion, topping Wall Street’s ~$1.23 billion consensus, as summer and early fall releases kept moviegoers coming back. The company also booked a net loss of $298.2 million for the quarter, with management citing non‑cash items tied to its July debt transactions among the drivers. CEO Adam Aron said he expects the industry’s fourth quarter to be the highest‑grossing in six years and projected a materially larger 2026
5 November 2025
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AppLovin Stock Soars 520% on S&P 500 News and Earnings – Analysts Now Eyeing $810 Target

AppLovin (APP) Smashes Q3 2025 Estimates, Lifts Buyback by $3.2B, and Guides Q4 Above Street as AXON Rollout Accelerates

Dateline: Wednesday, November 5, 2025 AppLovin Corporation (NASDAQ: APP) reported blockbuster third‑quarter results after the bell today, topping Wall Street’s expectations on both the top and bottom line, boosting its share‑repurchase authorization by $3.2 billion, and setting Q4 2025 revenue guidance of $1.57–$1.60 billion, above consensus. Shares hovered around the $617 level in late trading. Key takeaways By the numbers: another step‑function higher AppLovin’s Q3 2025 revenue reached $1.405B (vs. $835M a year ago) and net income rose to $836M (vs. $434M). The company generated $1.05B in operating cash flow and reported Adjusted EBITDA of $1.158B. Management also disclosed it
5 November 2025
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Oracle (ORCL) Stock Rockets 70% on AI Frenzy – Jim Cramer Warns “It’s the Only One I’m Worried About”

Oracle Stock Today (Nov. 5, 2025): ORCL holds near $250 as AI-debt spotlight, Gartner win and PwC rollout shape the narrative

Oracle stock trades around $250 today as Reuters flags AI-debt risks, Oracle touts Gartner MQ leadership, and PwC expands on Oracle Cloud ERP. Today’s top ORCL headlines you need to know Price action today Oracle (NYSE: ORCL) finished the regular session near $250 and traded around $250.31 as of 22:29 UTC, with an intraday low of $244.68 and high of $252.40. The tape shows a constructive, if choppy, session around the psychologically important $250 level as investors digested debt‑structure headlines alongside product‑side wins. (See live chart above.) Why these headlines matter for the stock 1) Balance‑sheet questions vs. AI growth
5 November 2025
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IBM Stock Soars on AI, Quantum, and Cloud Hype – Is the Rally Sustainable?

IBM Stock Today (Nov. 5, 2025): Shares Tick Higher as Big Blue Confirms Q4 Layoffs and Unveils AI Partnership With Agassi Sports

Published: November 5, 2025 • Updated: 22:22 UTC IBM at a glance (intraday) Top takeaways for NYSE: IBM on November 5, 2025 What’s moving IBM today 1) Q4 workforce rebalancing keeps spotlight on margin mix Fresh reporting today reiterates IBM’s plan to cut thousands of roles in Q4 while keeping U.S. employment roughly flat year over year. Management frames the move as part of an ongoing skills re‑alignment toward software, AI and infrastructure businesses—areas that have been driving growth this year. Investors tend to read such actions as cost discipline that can support free cash flow and margin expansion, albeit
5 November 2025
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IBM Stock Soars on Quantum Breakthrough and AI Revival – Key Updates (Sept 25, 2025)

IBM layoffs today (Nov. 5, 2025): Big Blue to cut ‘thousands’ of roles as focus shifts to software and AI

IBM said it will reduce a “low single‑digit percentage” of its ~270,000 global workforce in 4Q 2025. Here’s everything confirmed today, what remains uncertain, and how it may affect employees, customers, and investors. Key takeaways (as of Nov. 5, 2025) What’s new today, Nov. 5 How many jobs, and where? Why now? The strategy behind the cuts Timeline of reporting What this means if you’re an IBM employee or customer The open questions Short quote for context “In the fourth quarter we are executing an action that will impact a low single‑digit percentage of our global workforce.” — IBM spokesperson.
5 November 2025
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Dutch Bros (BROS) beats Q3 2025, raises full‑year sales outlook to $1.61B–$1.615B — Stock moves today (Nov. 5, 2025)

Dutch Bros (BROS) beats Q3 2025, raises full‑year sales outlook to $1.61B–$1.615B — Stock moves today (Nov. 5, 2025)

Key takeaways (today): Revenue +25% YoY to $423.6M; adjusted EPS $0.19 vs. ~$0.17 expected; system same‑shop sales +5.7%; FY25 revenue outlook lifted; 160 shop openings targeted in 2025 and ~175 in 2026. Business Wire+2Yahoo Finance+2 What happened today Dutch Bros (NYSE: BROS) reported third‑quarter 2025 results after the bell, delivering 25% year‑over‑year revenue growth to $423.6 million and systemwide same‑shop sales up 5.7% (company‑operated +7.4%). Management said this marked the fifth consecutive quarter of positive transaction growth and noted systemwide AUVs at record highs. Business Wire The company raised full‑year 2025 revenue guidance to $1.61B–$1.615B (from the prior $1.59B–$1.60B range
5 November 2025
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ELF Stock Today (Nov. 5, 2025): e.l.f. Beauty plunges after Q2 revenue miss; FY26 outlook lags Street as tariffs bite

ELF Stock Today (Nov. 5, 2025): e.l.f. Beauty plunges after Q2 revenue miss; FY26 outlook lags Street as tariffs bite

At a glance (Nov. 5, 2025) What happened today e.l.f. Beauty reported second‑quarter fiscal 2026 (quarter ended Sept. 30, 2025) results showing net sales of $343.9 million (+14% YoY), gross margin of 69% (down 165 bps primarily on higher tariff costs), and adjusted EPS of $0.68. Management highlighted this as the 27th consecutive quarter of net‑sales growth and cited a record launch of Rhode in Sephora North America. Business Wire Why the stock sank after the bell After the release, shares fell about 19% in extended trading as the company’s FY26 outlook—net sales $1.55–$1.57 billion; adjusted EPS $2.80–$2.85—landed below Wall
5 November 2025
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IonQ (INBX) Stock Soars on Quantum Breakthrough and $2B Deal – Bubble or Next Big Thing?

IonQ Q3 2025 Earnings (Nov. 5): Revenue Soars 222% to $39.9M, Full‑Year Outlook Raised; Here’s What It Means for IONQ Stock

Published: November 5, 2025 Summary: IonQ (NYSE: IONQ) reported $39.9 million in Q3 revenue—222% year over year and roughly 37% above the high end of its prior guidance—and lifted its full‑year 2025 sales outlook to $106–$110 million. Shares traded around the mid‑$50s after hours as investors parsed a sizable GAAP loss driven largely by non‑cash items. IonQ By the numbers (Q3 2025) Context vs. expectations: Ahead of results, FactSet‑tracked consensus pointed to roughly $27.0M in Q3 revenue, underscoring the magnitude of today’s top‑line beat. MarketScreener Outlook: Guidance raised IonQ now expects 2025 revenue of $106M–$110M (up from prior ranges disclosed
5 November 2025
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Stock Market Today

Macquarie Group share price slips 2% after APRA eases liquidity curbs — what to watch next week

Macquarie Group share price slips 2% after APRA eases liquidity curbs — what to watch next week

7 February 2026
Macquarie Group shares fell 2.17% to A$207.83 Friday, marking a third straight decline as the ASX 200 slid 2%. Australia’s regulator trimmed liquidity requirements for Macquarie Bank after improvements in controls. Macquarie Asset Management announced two UK utility deals, including full ownership of Last Mile Infrastructure and the purchase of Energy Assets Group. Investors await Tuesday’s operational briefing.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 07.02.2026

7 February 2026
LIVEMarkets rolling coverageStarted: February 7, 2026, 12:00 AM ESTUpdated: February 7, 2026, 1:04 AM EST Crude Oil Prices Rise on Dollar Weakness, Geopolitical Tensions February 7, 2026, 12:52 AM EST. Crude oil prices edged higher on Friday, supported by a weaker U.S. dollar and escalating geopolitical risks in the Middle East. March WTI crude gained 0.41%, rebounding from early losses, while gasoline prices rose 1.38%. Doubts over a U.S.-Iran nuclear deal loom after reports of Iran's refusal to halt uranium enrichment, raising the risk of military action and potential disruption of vital shipping routes. Additionally, a surge in U.S. consumer
Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
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