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.

Nvidia’s AI Juggernaut: What You Need to Know About NVDA After the $100 Billion OpenAI Deal and Its Record Rally (Oct 2025)

Nvidia’s AI Juggernaut: What You Need to Know About NVDA After the $100 Billion OpenAI Deal and Its Record Rally (Oct 2025)

Reuters and technology outlets reported on Oct 6 that AMD signed a multi‑year deal to supply hundreds of thousands of AI GPUs to OpenAI. The deal gives OpenAI an option to buy up to 10 % of AMD. AMD expects tens of billions of dollars annually from the partnership and more than $100 billion of revenue over four yearsreuters.com. TweakTown added that the contract uses milestone‑based stock vesting, with the first gigawatt of GPUs arriving in the second half of 2026tweaktown.com. The announcement came less than two weeks after Nvidia pledged to invest up to $100 billion in OpenAI and supply 10 GW of GPU systemsreuters.com.
6 October 2025
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Intel Corporation (INTC) – Oct 6 2025: A Tumultuous Rally, Government Stake and New Hope in AI Chips

Intel Corporation (INTC) – Oct 6 2025: A Tumultuous Rally, Government Stake and New Hope in AI Chips

Intel Corporation has been one of 2025’s most talked‑about semiconductor stocks. After years of delays and sliding market share, the 2025 rally has been driven by a combination of massive government and corporate investments, rumours of new strategic customers, and hope that a leaner, AI‑focused Intel can eventually compete with rivals. INTC finished Oct 3 2025 at $36.73, near its 52‑week high of $38.08finance.yahoo.comfinance.yahoo.com, representing a year‑to‑date gain of roughly 70 %. Investor enthusiasm stems from the U.S. government converting CHIPS Act subsidies into a ~10 % equity stake, Nvidia’s US$5 billion investment, rumours of an AMD foundry deal and potential Apple support, and the arrival of veteran chip investor Lip‑Bu Tan as CEO. Yet the optimism is tempered by Intel’s ongoing losses, manufacturing challenges, and analyst skepticism—average 12‑month price targets are roughly US$26, implying downside from current levelsmarketbeat.com.
6 October 2025
Eli Lilly Stock Rockets on GLP‑1 Boom and New Approvals: Is LLY the Next Trillion‑Dollar Pharma Titan?

Eli Lilly Stock Rockets on GLP‑1 Boom and New Approvals: Is LLY the Next Trillion‑Dollar Pharma Titan?

Eli Lilly and Company has become the poster‑child for the emerging class of GLP‑1‑based obesity and diabetes therapies. Its injectable tirzepatide products Mounjaro and Zepbound have delivered explosive growth, propelling the company’s market capitalization into the high‑hundred‑billion range. On 6 Oct 2025, LLY traded around $840, close to its all‑time highsmarketbeat.com. The company’s pivot toward metabolic and neurodegenerative diseases, combined with an aggressive manufacturing expansion, has made it one of the most closely watched stocks on Wall Street.
6 October 2025
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AMD’s AI Mega-Deal Sparks Stock Surge – Inside the OpenAI Partnership, New Chips & Showdown with Rivals

AMD’s AI Mega-Deal Sparks Stock Surge – Inside the OpenAI Partnership, New Chips & Showdown with Rivals

Advanced Micro Devices has been one of 2025’s semiconductor standouts. The stock trades around $164–$165 per share as of October 6, reflecting a dramatic rise this yearreuters.com. At a ~$267 billion market capitalizationreuters.com, AMD is now the world’s third-most valuable chip maker – still a fraction of Nvidia’s size, but a testament to how far it has come. Shares have climbed roughly 30% year-to-datets2.tech, handily beating the broader market and even the Philly chip index, amid investor excitement over artificial intelligence. In fact, AMD’s stock already blew past Wall Street’s average price target earlier in the yearindexbox.io. It hit a 52-week high near $186 in mid-2025 before pulling backts2.tech, suggesting investors priced in a lot of good news over the summer.
6 October 2025
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Bitcoin ETF Frenzy: BlackRock’s IBIT Soars Past $90B as Uptober 2025 Rally Sets Records

Bitcoin ETF Frenzy: BlackRock’s IBIT Soars Past $90B as Uptober 2025 Rally Sets Records

Early October 2025 brought a perfect storm of bullish catalysts for Bitcoin – and IBIT was a major beneficiary. After a sluggish summer, Bitcoin erupted in a classic “Uptober” surge, soaring past $120K and closing in on its all-time hights2.tech. By October 3, BTC reached ~$123,300 intraday, less than 2% shy of its peak pricets2.tech. This momentum carried into the weekend: on October 5, Bitcoin hit a fresh record high around $125,000reuters.com. Analysts pointed to multiple drivers behind the rally: safe-haven demand from a U.S. government shutdown and dollar weakness, hopes of Fed easing, and – notably – massive inflows into new Bitcoin ETFsts2.techts2.tech.
6 October 2025
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Oracle’s $300B AI Cloud Gamble – Can ORCL Stock Become the Next $1 Trillion Tech Titan?

Oracle’s $300B AI Cloud Gamble – Can ORCL Stock Become the Next $1 Trillion Tech Titan?

Oracle’s stock has been on a tear in 2025, dramatically outpacing the broader market thanks to AI cloud enthusiasm. Shares started the year around the $170s and climbed into the high $200s by early October, after an especially explosive move in September. The catalyst was Oracle’s Fiscal Q1 2026 earnings release on Sept. 9, 2025, which revealed an “astonishing” influx of cloud business. Oracle’s remaining performance obligations – a backlog of contracted future revenue – ballooned to $455 billion, up 359% from a year priorts2.tech. This implied Oracle had secured hundreds of billions in new long-term cloud commitments, far beyond expectations. In response, ORCL stock jumped nearly 40% in the next trading session, marking its biggest one-day gain since 1992ts2.tech. The stock briefly traded above $330, giving Oracle a market capitalization north of $900 billion and vaulting co-founder Larry Ellison past Elon Musk as the world’s richest personts2.techts2.tech.
6 October 2025
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Rigetti’s $13 Billion Quantum Leap – Stock Hits Record High on Big Deals, But Is the Hype Real?

Rigetti’s $13 Billion Quantum Leap – Stock Hits Record High on Big Deals, But Is the Hype Real?

Rigetti Computing’s stock has been on a tear, soaring to record levels heading into October 2025. On October 6, shares opened around $40.06 – essentially at all-time highsmarketbeat.com. This price is astounding given RGTI traded below $1 at its low; in fact, the 52-week range spans $0.73 to $40.63marketbeat.com. The quantum computing optimism in 2025 turned Rigetti from a penny stock into a multi-billion dollar company virtually overnight.
6 October 2025
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Coinbase’s October 2025 Firestorm: price surges, trust charter bid & analysts call COIN the “most misunderstood” stock

Coinbase’s October 2025 Firestorm: price surges, trust charter bid & analysts call COIN the “most misunderstood” stock

At the close on October 3 2025, COIN shares ended at $380.02, with a trading range of $370.03–$383.50 and volume of 13.6 million sharesstockanalysis.com. This capped a strong week: the stock rose from $312.59 on September 26 to $380 amid a broader digital‑asset rallyts2.tech. Pre‑market data on October 6 indicated COIN trading around $388.88stockanalysis.com; Reuters similarly noted a ~2.4 % gain as Bitcoin approached all‑time highsreuters.com.
6 October 2025
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Richtech Robotics (NASDAQ: RR) Deep Dive — Why This Small‑Cap Robot Maker Is Turning Heads and Stirring Controversy in 2025

Richtech Robotics (NASDAQ: RR) Deep Dive — Why This Small‑Cap Robot Maker Is Turning Heads and Stirring Controversy in 2025

Founded in Nevada and headquartered in Las Vegas, Richtech Robotics Inc. designs and sells AI‑driven service robots for hospitality, retail, healthcare and industrial clients. It is an early mover in Robots‑as‑a‑Service, offering robots on subscription contracts rather than one‑off hardware salesinvesting.com. The product portfolio includes:
6 October 2025
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AI Gold Rush Propels Applied Digital (APLD) to Record Highs – $11B Deals, Crypto Pivot & Power Plays (Oct 2025 Update)

AI Gold Rush Propels Applied Digital (APLD) to Record Highs – $11B Deals, Crypto Pivot & Power Plays (Oct 2025 Update)

Applied Digital entered October 2025 as one of the market’s hottest tech stories. Between Oct 3 and Oct 6, no new company-specific announcements were released, but APLD’s stock held near record highs as analysts and media continued to digest the late-September surge. On Oct 3, APLD closed around $26.53, essentially flat on the day after an explosive 19% two-day rally earlier in the week. This stability at high levels suggested traders were consolidating gains ahead of the forthcoming earnings report.
6 October 2025
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QuantumScape Stock Soars on Solid-State Battery Breakthrough – 3-Day Rally and Sector Shake-Up

QuantumScape Stock Soars on Solid-State Battery Breakthrough – 3-Day Rally and Sector Shake-Up

QuantumScape’s stock went into blast-off mode at the start of October 2025. After hovering around $12–13 through mid-September, shares broke out on a string of positive developments. The stock jumped 18% on Sept 18 and another +18.4% on Oct 1 ts2.tech. By Oct 3, QS hit an intraday high of $16.49 before finishing at $15.92 Finviz. This price level marks a stunning ~+172% gain year-to-date ts2.tech, vastly outperforming broader markets and making QS one of 2025’s top tech movers.
6 October 2025
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Joby Aviation’s Electric Air Taxi Takeoff: Stock Soars on Deals, Partnerships & FAA Progress (Oct 2025)

Joby Aviation’s Electric Air Taxi Takeoff: Stock Soars on Deals, Partnerships & FAA Progress (Oct 2025)

Joby Aviation’s stock has been on a remarkable upward trajectory in 2025, reflecting growing enthusiasm for its electric air taxi vision. As of the beginning of October 2025, the stock was trading in the high teens – a dramatic climb from about $5 a year earlierts2.tech. On October 3, 2025, shares closed around $18.26, capping off a week in which the stock jumped roughly 10% amid positive news flow. Over the past six months, Joby’s share price has gained well over 200%, and it has more than tripled year-over-year, vastly outperforming the broader marketts2.techainvest.com. This surge has pushed Joby well above most analyst price targets, underscoring the bullish market sentiment contrasted with cautious analyst outlooksts2.techts2.tech.
6 October 2025
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Flying into the Future: Why Archer Aviation’s High‑Altitude Breakthroughs and Global Partnerships Are Electrifying the Air‑Taxi Market (Oct 2025)

Flying into the Future: Why Archer Aviation’s High‑Altitude Breakthroughs and Global Partnerships Are Electrifying the Air‑Taxi Market (Oct 2025)

On 29 Sept 2025, Archer announced that Osaka Prefecture and Osaka City selected Soracle, the Japan Airlines‑Sumitomo joint venture, to build the region’s air‑taxi network using Archer’s Midnight aircraftinvestors.archer.com. The agreements allow Soracle to deploy Midnight as the core of its fleet, and the partners exhibited the aircraft at the Osaka Kansai World Expozagdaily.com. As part of the alliance, Soracle can purchase up to 100 Midnight aircraft, which will offer 20‑to‑50‑mile trips at up to 150 mph while being “100 times quieter” than helicopterszagdaily.com. Japanese officials, including Transport Minister Hiromasa Nakano, visited Archer’s California headquarters to discuss rolling out air‑taxi services nationwideevtolinsights.com.
6 October 2025
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TSMC’s 2025 Crossroads: AI Boom, 2‑nm Chips and Geopolitical Headwinds – What It Means for Investors

TSMC’s 2025 Crossroads: AI Boom, 2‑nm Chips and Geopolitical Headwinds – What It Means for Investors

Taiwan Semiconductor Manufacturing Company Limited is the world’s largest pure‑play foundry and a pillar of global supply chains. In late September and early October 2025, its stock and strategic decisions drew significant attention, reflecting booming demand for artificial‑intelligence chips, ambitious global expansion and mounting geopolitical risks.
6 October 2025
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Quantum Gold Rush: D-Wave (QBTS) Skyrockets on Breakthroughs as Quantum Computing Frenzy Heats Up

Quantum Gold Rush: D-Wave (QBTS) Skyrockets on Breakthroughs as Quantum Computing Frenzy Heats Up

D-Wave Quantum’s stock chart in the first week of October 2025 looked like something out of a sci-fi blockbuster – shooting upward to record levels. On Friday, October 3, shares hit an intraday high of $33.28 before closing at $32.70insidermonkey.com. Just two days earlier, on Oct 1, QBTS had been trading in the mid-$20s; by Oct 3 it was up roughly 30% for the week and nearly +300% year-to-datets2.tech. To put the trajectory in perspective, one year ago the stock was barely $1 – it has since multiplied over 30-foldfastcompany.com. This kind of explosive growth is virtually unheard of outside of penny-stock or cryptocurrency realms, and it underscores both the euphoria around quantum computing and the speculative nature of the rally.
6 October 2025
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Dogecoin’s Uptober Surge: Whales and ETF Hype Fuel a Meme-Coin Revival (Oct 3–6, 2025)

Dogecoin’s Uptober Surge: Whales and ETF Hype Fuel a Meme-Coin Revival (Oct 3–6, 2025)

A broad crypto market rally in early October 2025 – often dubbed “Uptober” for Bitcoin’s historical strength this month – set the stage for Dogecoin’s surge. Between October 3 and 6, Bitcoin rocketed from around $110K to new all-time highs near $125,653 by Oct 5ts2.tech, and Ethereum climbed past $4,500ts2.tech. This risk-on wave did not stop at the blue-chips: Dogecoin joined the upswing, rising from the mid-$0.24 range into the mid-$0.25s and briefly touching $0.26+. In fact, DOGE jumped about 5% on Sunday, Oct 5 alone, reaching roughly $0.26ts2.tech. By Monday Oct 6, as Bitcoin held near $123K and traders speculated about an approaching “altcoin season,” Dogecoin saw an additional pop – buoyed by reports that whale investors had snapped up millions of tokens during a dipts2.tech.
6 October 2025
Nebius Group’s Meteoric Rise: $17B Microsoft AI Deal Propels Stock to New Highs – What’s Behind the Hype?

Nebius Group’s Meteoric Rise: $17B Microsoft AI Deal Propels Stock to New Highs – What’s Behind the Hype?

Nebius Group has rapidly transformed from an obscure Yandex spin-off into a $30+ billion AI infrastructure contender at the center of 2025’s tech boom. A blockbuster Microsoft partnership, breakneck revenue growth, and bullish analyst endorsements have fueled a stock run that’s captured Wall Street’s attention. There are clear challenges ahead – steep capital needs, formidable competitors, and high expectations – but many believe Nebius could be a foundational player in the AI cloud era. As the company scales up to deliver on its mega-contract and pursues new deals, investors are watching closely to see if Nebius can live up to the hype and sustain its extraordinary growth trajectory.
6 October 2025
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Nobel Prize 2025: How Immune “Security Guards” Stop Autoimmune Disease

Nobel Prize 2025: How Immune “Security Guards” Stop Autoimmune Disease

In a landmark recognition for immunology, the 2025 Nobel Prize in Physiology or Medicine has been awarded to three scientists who unlocked how the immune system keeps itself from going rogue. Mary E. Brunkow, Fred Ramsdell, and Shimon Sakaguchi earned the prize “for their discoveries concerning peripheral immune tolerance that prevents the immune system from harming the body”nobelprize.org. In essence, they found the body’s own “off-switch”: a mechanism that stops immune cells from attacking healthy tissues. Their work solved a medical mystery – why most of us don’t suffer autoimmune disease – and opened new avenues to treat illnesses ranging from diabetes to cancer. As Nobel Committee chair Olle Kämpe explained, the trio’s insights have been “decisive for our understanding of how the immune system functions and why we do not all develop serious autoimmune diseases”nobelprize.org.
6 October 2025
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