Today: 2 July 2026

Marcin Frąckiewicz

Marcin Frąckiewicz is the founder and CEO of TS2 Space, a satellite communications company serving customers around the world. A graduate of the Warsaw School of Economics (SGH), he has more than two decades of experience in telecommunications, satellite services and technology ventures. He writes about satellite communications, space technology, artificial intelligence and the stock market, with a particular focus on technology companies, semiconductors, emerging industries and the trends shaping global innovation.

Wall Street Rebounds: PCE In‑Line, Tariff Shock, and Fed‑Cut Bets — What It All Means (Sept. 26, 2025)

Wall Street Rebounds: PCE In‑Line, Tariff Shock, and Fed‑Cut Bets — What It All Means (Sept. 26, 2025)

1) The data that mattered: PCE & spendingMarkets exhaled as the Fed’s preferred inflation gauge arrived exactly as expected: headline PCE +0.3% m/m, core +0.2% m/m. Treasury yields drifted lower, with the 10‑yr near 4.18% and the 2‑yr around 3.65%, signaling relief that there was no upside shock. Futures ticked higher on the print. Reuters “This should give some reassurances on the inflation side,” said Doug Beath of Wells Fargo Investment Institute. Reuters
26 September 2025
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uniQure (QURE) Stock Soars on Huntington’s Breakthrough – Key Facts & 2025 Outlook

A One‑Time Brain Gene Therapy Just Slowed Huntington’s by 75%—Is This the Turning Point Families Have Waited For?

What it is. HD is a progressive brain disorder that typically begins in mid‑adulthood, causing a mix of movement, cognitive and psychiatric symptoms. It is uniformly fatal over years to decades. NIH Neurological Institute+1 Genetics. HD is autosomal dominant: each child of an affected parent has a 50% chance to inherit the expansion. The disease is caused by CAG repeat expansion in HTT: ≥40 repeats almost always cause disease in a normal lifespan; 36–39 have reduced penetrance; 27–35 are intermediate. Anticipation—earlier onset in successive generations—occurs, especially with paternal transmission. NCBI+1
26 September 2025
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Tariff Shock and Fed Jitters: Asian Markets Stumble as Rally Meets Reality

PCE Inflation Today: “Goldilocks” or Head Fake? What the 26 Sept 2025 Report Really Means for Your Wallet, the Fed, and Markets

The Bureau of Economic Analysis reported that headline PCE prices rose 0.3% in August, nudging the yearly rate to 2.7%. Core PCE—the measure the Fed emphasizes—rose 0.2% on the month and held at 2.9% year‑over‑year. The monthly pace is consistent with ~2½–3% annualized inflation, not yet back to 2%, but notably not re‑accelerating. Bureau of Economic Analysis Under the hood, the same release shows nominal personal income up 0.4% and nominal consumer spending up 0.6%. After adjusting for inflation, real spending advanced ~0.4%, with goods outpacing services in August—useful context as households digest higher borrowing costs. Bureau of Economic Analysis+1
26 September 2025
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Boeing Stock Soars on Mega-Orders but Faces Turbulence – Key 2025 Update

Boeing Stock Soars on Mega-Orders but Faces Turbulence – Key 2025 Update

After a solid run earlier in 2025, Boeing’s stock hit some turbulence in September. As of Sept 26, BA shares trade around $213–$214, roughly where they stood one month ago, but they have seesawed in between. Over the past week, the stock has been volatile yet range-bound: it opened the week near $217, dipped mid-week, and settled in the low $210s by Thursday’s close. This choppiness reflects a tug-of-war between positive news and lingering concerns. Short-term trend: In mid-September, Boeing slid for 7 consecutive sessions ainvest.com, falling from the $220s to around $215. This slump coincided with a broader market pullback and company-specific headlines. By Sept 19, shares even dipped to $215.65 in pre-market trading ainvest.com, underscoring fragile near-term sentiment. However, after hitting those lows, the stock found support around the $212 level, which represents the lower bound of its recent trading range stockinvest.us stockinvest.us. Buyers have since stepped in at those levels, preventing a deeper slide. In fact, on Sept 26 the stock looked set for a bounce – it was indicated up ~3% pre-market to ~$220 on news of a giant Turkish Airlines order marketbeat.com.
26 September 2025
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Rate Cut Fever, Crypto Records & Tariff Turmoil: August 2025’s Global Business Bombshells

Europe’s First DC Power Bridge to Africa + Fresh €55m for Tunisian SMEs: What Italy–Tunisia’s ELMED Cable and New Credit Line Mean for Growth, Jobs and Energy Prices

Prysmian’s award signals ELMED has moved from paperwork to execution. The regulated disclosure shows Prysmian and the TSOs finalized the tender, with a conditional contract that “could reach a value of around €460 million.” It confirms the Partanna–Mlaabi route and details installation with the Monna Lisa vessel. emarketstorage.it Two days earlier, von der Leyen framed ELMED as a strategic Global Gateway flagship: “the first direct current link between Europe and Africa,” a physical energy bridge to accelerate a North Africa–EU “Green Corridor” for clean industry and hydrogen. Agenzia Nova
26 September 2025
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August PCE Inflation Rises Again – Is the Fed’s Rate Cut Plan in Jeopardy?

August PCE Inflation Rises Again – Is the Fed’s Rate Cut Plan in Jeopardy?

PCE Inflation Report and Market Impact on September 26, 2025 The latest Personal Consumption Expenditures inflation report shows that price pressures picked up slightly in August. According to the Commerce Department data released on September 26, the overall PCE price index was up 2.7% in August 2025 compared to a year earlier wtop.com. That marks a gentle increase from the 2.6% annual inflation rate in July, and is the fastest year-over-year PCE inflation reading since February. In practical terms, American consumers in August paid on average 2.7% more for the basket of goods and services than they did in August 2024. While that rise is modest by historical standards, it does indicate a second consecutive month of accelerating inflation, after prices had been decelerating earlier in the year.
26 September 2025
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XRP’s Rollercoaster Week: Legal Triumph, ETF Mania & Wild Price Swings (Sept 26, 2025)

XRP’s Rollercoaster Week: Legal Triumph, ETF Mania & Wild Price Swings (Sept 26, 2025)

Landmark SEC Case Resolution: One of the most significant developments underpinning XRP’s recent fortunes is the final resolution of Ripple’s SEC lawsuit. In early August 2025, Ripple Labs and the U.S. SEC jointly agreed to dismiss their appeals, officially ending a legal battle that began in 2020 coindesk.com coindesk.com. This means District Judge Analisa Torres’ 2023 ruling now stands as the definitive outcome: XRP itself is not inherently a security, distinguishing between sales on public exchanges and past institutional sales coindesk.com. Ripple did incur penalties – about $125 million in fines and an injunction against future unregistered institutional sales coindesk.com coindesk.com – but the closure of the case lifted a huge regulatory cloud from XRP. The impact on market confidence was immediate: XRP jumped ~5% to the mid-$3 range after the dismissal filing hit the news coindesk.com. For the crypto industry at large, this outcome provided a rare legal precedent clarifying that open-market token sales aren’t securities coindesk.com, offering relief after years of uncertainty. New Crypto ETF Rules Ignite XRP Filings: Just as the legal win removed one barrier, U.S. regulators simultaneously opened another door. In mid-September 2025, the SEC approved new generic listing standards that dramatically streamline the approval
26 September 2025
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Xbox’s New Handheld Costs $1,000 – Why the ROG Ally X Has Gamers Talking

Xbox’s New Handheld Costs $1,000 – Why the ROG Ally X Has Gamers Talking

For the first time, Microsoft is officially putting the “Xbox” name on a handheld gaming device. In partnership with Asus’ Republic of Gamers division, Microsoft announced the ROG Xbox Ally and ROG Xbox Ally X – two portable gaming PCs that integrate tightly with the Xbox ecosystem. Unlike a traditional console, these devices are essentially mini Windows 11 PCs with gamepad controls, but they come pre-tuned for a console-like experience. Microsoft touts that you can “power on directly into the Xbox full screen experience”, a custom Windows interface optimized for handheld gaming news.xbox.com. In essence, Microsoft took Asus’s ROG Ally hardware and layered it with Xbox-flavored software and branding to deliver what it calls a “distinctly Xbox experience in the palm of your hands” news.xbox.com. Two models are being launched to cater to different gamers. The standard ROG Xbox Ally is pitched as “the essential handheld for everyone from the casual player to the avid enthusiast,” while the black ROG Xbox Ally X is “the ultimate high-performance handheld, built for the most demanding players” news.xbox.com. Both units share the same form factor – a 7-inch touchscreen, built-in gamepad controls, and an Xbox Guide button – but they differ significantly under
26 September 2025
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Trump’s Tariff Tsunami: 100% Drug Tax and New Import Levies Rock Global Trade

Trump’s Tariff Tsunami: 100% Drug Tax and New Import Levies Rock Global Trade

In a dramatic escalation of his trade war, President Donald Trump on Thursday unveiled a new wave of tariffs targeting pharmaceuticals, trucks, and home furnishings. In a Truth Social post on September 25, Trump announced the U.S. will impose a 100% import tariff on any branded or patented pharmaceutical products starting October 1 – effectively doubling their price – “unless a company is building a manufacturing plant in the U.S.” reuters.com. “There will, therefore, be no Tariff on these pharmaceutical products if construction has started,” Trump clarified, incentivizing drugmakers to produce domestically reuters.com. Trump’s post also detailed steep duties on other imports: a 25% tariff on all heavy-duty truck imports, a 50% levy on kitchen cabinets and bathroom vanities, and a 30% tariff on upholstered furniture theguardian.com reuters.com. All of these take effect on October 1, just days after the announcement. Bathroom vanities and cabinets were singled out due to a “huge” surge in imports that Trump says is hurting U.S. wood cabinet makers, while the furniture tariff aims to “bring back America’s furniture business” after years of offshoring reuters.com.
26 September 2025
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Breeze Airways Goes International – $99 Flights to Caribbean Hotspots Unveiled

Breeze Airways Goes International – $99 Flights to Caribbean Hotspots Unveiled

Breeze Airways has pulled the curtain off its long-awaited international debut, unveiling a slate of new flights to popular beach destinations in Mexico and the Caribbean. In total, the airline announced seven nonstop routes that will launch in early 2026 – marking the first time Breeze ventures beyond U.S. borders thepointsguy.com. The destinations read like a vacation wish list: Cancun on Mexico’s Yucatán Peninsula, the Montego Bay region of Jamaica, and Punta Cana in the Dominican Republic thepointsguy.com thepointsguy.com. Each route is seasonal and aimed at winter sun-seekers, with most flights operating once weekly during the colder months thepointsguy.com. This seasonal strategy allows Breeze to tap peak travel demand while avoiding slower off-season periods – a lesson learned from past attempts by others to run year-round international service from secondary cities turnto10.com turnto10.com. Where can travelers catch these flights? The new routes will originate from a mix of mid-sized U.S. airports, reflecting Breeze’s focus on connecting underserved cities to leisure destinations. Here’s the full rundown of Breeze’s upcoming international routes:
26 September 2025
Pfizer Stock 2025: 7% Dividend, Obesity Gamble, and Wall Street’s Verdict

Pfizer Stock 2025: 7% Dividend, Obesity Gamble, and Wall Street’s Verdict

Pfizer’s stock has struggled in 2025, hovering near multi-year lows. At ~$23.60 per share in late September, PFE has declined about 9% since January, underperforming the S&P 500 and lagging the broader healthcare sector. Over the past 12 months, the stock is down roughly 18%. The 52-week high was $30.43, and shares now sit not far above their year’s low of $20.92 stockanalysis.com. By market capitalization, Pfizer remains one of the world’s largest pharmaceutical companies, but its valuation has compressed significantly from pandemic-era peaks. This underperformance stems largely from the post-pandemic “hangover.” Pfizer’s once record-breaking COVID-19 product sales have dropped sharply, creating a tough comparison and denting investor sentiment. In 2022, Pfizer’s COVID vaccine and antiviral pill brought in a combined $37.8 billion in revenue; by 2024 that fell to $12.5 billion. Wall Street expects Pfizer’s total earnings per share to have more than halved from $6.58 in 2022 to about $3.05 in 2025. This “COVID cliff” and concerns over upcoming patent expirations have weighed heavily on the stock’s performance.
26 September 2025
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SNAP Stock Just Got a 48‑Hour Jolt: India Creator Boom, New Sticker Push—and a $14B TikTok Twist Investors Can’t Ignore

SNAP Stock Just Got a 48‑Hour Jolt: India Creator Boom, New Sticker Push—and a $14B TikTok Twist Investors Can’t Ignore

Key facts: Snap’s 1.34% gain to $8.33 on Sept 25 stood out in a weak tape, with ~247M shares trading. The session left SNAP still well below its 52‑week peak, but the resilience contrasts with declines across mega‑cap peers that day. That divergence sets up a near‑term narrative where company‑specific news can temporarily outweigh macro drag. MarketWatch+1
26 September 2025
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RIG Stock Meltdown: Transocean’s $381M Share Sale Rocks the Market—Will 13% Dilution Fix the Debt Problem or Set Up a Rebound?

RIG Stock Meltdown: Transocean’s $381M Share Sale Rocks the Market—Will 13% Dilution Fix the Debt Problem or Set Up a Rebound?

Timeline: Strategic aim: Management is steering fresh equity toward debt reduction, specifically highlighting the 8.00% notes due 2027. If all base proceeds went against those notes, annual interest expense could fall by ~$30.5M, before fees and taxes. The greenshoe option can also be used by underwriters for price stabilization in the aftermarket. deepwater.com
26 September 2025
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DFLI Pops 11% as Lithium Mania Spills Into Micro‑Caps — What Today’s Pre‑Market Says and the 3 Big Risks (Sept 25–26, 2025)

DFLI Pops 11% as Lithium Mania Spills Into Micro‑Caps — What Today’s Pre‑Market Says and the 3 Big Risks (Sept 25–26, 2025)

Price action: On Thursday, DFLI rallied 11.4% to $0.3781, swinging nearly 30% intraday on 21.66M shares — well above the recent average. Early Friday pre‑market indications hovered near $0.40 after an initial print at $0.45, signaling lingering speculative interest into the open. Investing.com+1 Catalyst mix: There was no new company‑specific press from Dragonfly Energy on Sept 25–26. Instead, the move tracked a sectorwide lithium surge following Reuters’ scoop that Washington is negotiating an equity stake of up to 10% in Lithium Americas as part of a loan renegotiation around the Thacker Pass project. Follow‑on coverage on Sept 25 highlighted LAC’s additional ~23% gain, extending Wednesday’s spike, and that strength spilled into smaller lithium ecosystem equities — including micro‑cap battery names like DFLI. Reuters+2Reuters+2
26 September 2025
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DVLT Just Landed a $150M Bitcoin Lifeline — Can Datavault AI Turn a Penny Stock Into an AI Supercomputer?

DVLT Just Landed a $150M Bitcoin Lifeline — Can Datavault AI Turn a Penny Stock Into an AI Supercomputer?

Datavault AI — the former WiSA Technologies that rebranded in February 2025 — secured a headline‑grabbing $150 million commitment from Scilex, delivered in Bitcoin. The company frames the deal as jet fuel for AI‑driven data monetization, saying the capital will build out a supercomputer footprint and launch independent data exchanges targeting high‑trust markets like biotech. Yahoo Finance+1 From a capital markets perspective, using BTC as settlement currency is unusual for listed U.S. tech micro‑caps and introduces crypto price risk alongside conventional equity‑financing risks. Still, it immediately elevates DVLT into the wider AI‑infrastructure narrative that has dominated 2025. Business Wire
26 September 2025
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AMPY Just Popped ~22% in a Day — Is Amplify Energy’s Rally For Real or a Head‑Fake? What the Fresh Data (Sept. 25–26) Really Shows

AMPY Just Popped ~22% in a Day — Is Amplify Energy’s Rally For Real or a Head‑Fake? What the Fresh Data (Sept. 25–26) Really Shows

Price action: AMPY finished Sept. 25 at $5.84, trading in a wide $5.17–$6.22 intraday range and posting ~13.5M shares in volume. The step‑function move capped a three‑session upswing from $4.63 on Sept. 23. StockAnalysis Fresh discourse on Sept. 26: Before the market opened on Sept. 26, a widely read analysis argued that **“large divestitures” could let Amplify “eliminate debt and focus on Beta development,” crystallizing the bull case investors have been nibbling at since August. Seeking Alpha
26 September 2025
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SPRC Rockets 59% After “Quantum Leap”: What Really Drove SciSparc’s Two‑Day Surge (Sept. 25–26) — And What Comes Next

SPRC Rockets 59% After “Quantum Leap”: What Really Drove SciSparc’s Two‑Day Surge (Sept. 25–26) — And What Comes Next

Key facts SciSparc’s new program aims to apply quantum algorithms to hard problems in protein folding and protein–ligand interactions, with the goal of more precise simulations that speed discovery in neurological and rare diseases. The board authorized creating a wholly‑owned Israeli subsidiary to run the effort and to pursue IP around the methods. GlobeNewswire
26 September 2025
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PSTV ERUPTS: UnitedHealthcare Backs Plus Therapeutics’ CNS Cancer Test—Stock Pops, Analysts Cheer, and the Real Winners Could Be Patients

PSTV ERUPTS: UnitedHealthcare Backs Plus Therapeutics’ CNS Cancer Test—Stock Pops, Analysts Cheer, and the Real Winners Could Be Patients

Key facts UnitedHealthcare coverage win. On Sept. 25, Plus Therapeutics announced that UnitedHealthcare Insurance Company granted national coverage for its CNSide® CSF Tumor Cell Enumeration LDT for metastatic CNS cancer, effective Sept. 15. The deal potentially opens access to more than 51 million members nationwide and positions CNSide as a covered testing service for specialists treating leptomeningeal metastases—a devastating complication of advanced cancers. GlobeNewswire
26 September 2025
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NUAI Rockets Nearly 50% in a Day After AI Data‑Center Milestone—What Changed on Sept. 25–26 and What Could Break Next

NUAI Rockets Nearly 50% in a Day After AI Data‑Center Milestone—What Changed on Sept. 25–26 and What Could Break Next

Key facts: Shares ripped ~50% into the close after fresh coverage amplified a Sept. 24 company release: Phase One engineering is done for TCDC, the JV aiming to develop a Permian Basin AI data‑center complex with behind‑the‑meter power “islands,” compliance with Texas SB6, and scalable capacity to 1 GW. Management says the milestone “validates the constructability” of the site and its power‑delivery path beginning in early 2027. Business Wire
26 September 2025
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Stock Market Today

  • Yelp (YELP) Trades Above Analyst Target of $31.33
    July 2, 2026, 8:09 AM EDT. Yelp Inc (YELP) traded at $31.63, moving above the average 12-month analyst target of $31.33. That level can prompt analysts to revisit their estimates. Targets for Yelp range from $26 to $41, showing a wide split in views. The mean analyst rating is 3.76 out of 5, with no analysts calling it a buy or strong buy. Six analysts are tracked. This latest move could give investors a reason to reassess Yelp as it breaks through consensus price targets, according to Zacks Investment Research.
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