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.

QMMM Stock Skyrockets 3,800% on Crypto Pivot – Crash or Comeback? (Sep 2025 Update)

QMMM Stock Skyrockets 3,800% on Crypto Pivot – Crash or Comeback? (Sep 2025 Update)

QMMM’s stock has been on a meteoric rise followed by a dramatic fall. In the second week of September, shares catapulted from penny-stock levels to over $200 in a single session – a +1,736% gain in one day finviz.com – after the company announced its cryptocurrency initiative. Intra-day on Sep 9, QMMM hit a high of $303 before closing that day at $207 finviz.com. That all-time high marked an increase of over 3,800% from just days prior finviz.com. This price surge was so extreme that trading was halted multiple times for volatility stocktwits.com. However, the euphoria was short-lived. By pre-market the next day, the stock plunged ~60% as early investors took profits stocktwits.com. The $207 close had given QMMM an eye-watering $11.8 billion market cap stocktwits.com stocktwits.com, and such valuation proved unsustainable. QMMM opened drastically lower and continued to slide, at one point stabilizing around the $80 level after the crash tickernerd.com. The stock has since seen high volatility but with a general downward drift from its peak. By September 23, QMMM was around the low $80s per share marketbeat.com, and by Sep 24 it closed at $95.00 stockinvest.us.
25 September 2025
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Amazon’s Finance Teams Unleash AI for Complex Tasks – Transforming Corporate Finance

Amazon Stock Hits $220 Amid $2.5 B Prime Shock, AWS Revival & Bold New Targets

Key Facts: Amazon’s stock trades around $219.6 per share reuters.com, roughly flat year-to-date nasdaq.com. At this price, Amazon’s market capitalization stands near $2.35 trillion reuters.com. Recent headlines have been dominated by a record $2.5 billion FTC settlement over Prime subscriptions reuters.com and Amazon’s surprise move to shutter all 19 Amazon Fresh grocery stores in the UK reuters.com. Investors and analysts are parsing what these developments – alongside an improving cloud outlook – mean for the tech giant’s future. Amazon’s stock has been a laggard among mega-cap tech peers in 2025. Shares sit around $220, about 9% below their all-time high reached in early February 2025 macrotrends.net. After a strong start to the year, the stock gave back gains and remains essentially flat in 2025, making it the worst performer of the so-called “Magnificent Seven” mega-tech companies nasdaq.com. By mid-September, Amazon was up only mid-single-digits year-to-date while the broader S&P 500 climbed by low double-digits nasdaq.com. In other words, Amazon has merely kept pace with its starting 2025 price, underperforming high-flying peers like NVIDIA and Meta.
25 September 2025
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Tawana Resources (TAWNF) 2025 Stock Skyrocket: Lithium Revival or Mirage?

Lithium Americas (LAC) Stock Skyrockets ~100% as U.S. Eyes Stake – What’s Next for Thacker Pass?

Lithium Americas’ stock exploded higher in late September on an unexpected catalyst: a Reuters scoop that the U.S. government is considering taking an equity stake of up to 10% in the company reuters.com. In response, LAC nearly doubled in a single trading day, marking its biggest one-day gain ever newsable.asianetnews.com. The stock opened on Sept. 24 at $5.05 and at one point hit $6.30 before finishing around $6.01 finance.yahoo.com. This ~95% jump put shares at a 17-month high and “on track for its biggest one-day gain since the company’s inception” according to market observers morningstar.com. Trading activity was frenzied – roughly 289 million shares changed hands, about 40 times the typical daily volume newsable.asianetnews.com. Such a dramatic rally followed an initial premarket spike of over 70% after the news broke reuters.com. Notably, LAC had fallen 7% the day before on no major news reuters.com, so the government stake rumor sparked a sharp reversal in market sentiment. Momentum spilled into the broader lithium sector: major producer Albemarle Corp jumped ~5% intraday, junior miner Sigma Lithium leapt over 7%, and Chile’s SQM rose ~2% reuters.com reuters.com. The outsized move in LAC reflects not only the specific news but also a re-rating of
25 September 2025
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Strategy’s Bitcoin Bonanza: Stock Doubles, $10B Profit & Bold 2025 Forecast

Strategy’s Bitcoin Bonanza: Stock Doubles, $10B Profit & Bold 2025 Forecast

Strategy’s stock has experienced extreme moves in 2025, reflecting its leveraged ties to Bitcoin. Over the past 12 months, MSTR shares have more than doubled finviz.com, vastly outperforming the broader market. This surge mirrored Bitcoin’s climb to all-time highs above $110K this year and was amplified by Strategy’s expanding BTC holdings. Notably, the stock hit a 52-week high of ~$543 earlier in 2025 finviz.com. However, after peaking in mid-July, MSTR has cooled off. In the third quarter, the stock fell nearly 20% from its highs finviz.com. Over the past month, it slid about 3–4%, even as the S&P 500 rose ~4% finviz.com. This recent dip partly reflects profit-taking and dilution effects as well as general market choppiness in September. Despite the pullback, Strategy still boasts a +6–7% gain year-to-date in 2025 finviz.com and remains up over 100% from a year ago, thanks to the earlier rally. Volatility is the price of admission: MSTR’s beta is ~3.9 finviz.com, indicating it moves almost 4× as violently as the overall market. The stock’s daily swings often track Bitcoin’s gyrations – unsurprising given Strategy is essentially a high-octane Bitcoin proxy.
25 September 2025
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Starbucks Stock Slumps as Bold Turnaround Brews – Latest Price, News & Forecasts

Starbucks Stock Slumps as Bold Turnaround Brews – Latest Price, News & Forecasts

Starbucks stock has been sluggish in recent weeks. As of September 25, 2025, SBUX trades around $84–$85 per share, roughly flat over the past few days. It remains well below its summer peak and about 10% lower than a year ago, even as the S&P 500 rose by double digits in that time Tradingnews. In fact, Starbucks shares have stalled near multi-month lows, closer to their 52-week bottom of $75.50 than the $117 highs from late 2024 Marketbeat. Short-term swings have reflected broader market volatility and company-specific news. The stock bounced modestly in early September, buoyed by excitement over fall season promotions but then gave up those gains, sliding ~3% over the past month amid profit concerns Simplywall. Year-to-date performance has been essentially flat-to-down, lagging the overall market. Over a longer horizon, Starbucks’ underperformance is more stark – the stock is up only about 13% in total over the past five years, dramatically trailing the S&P 500’s ~100% gain in that period Tradingnews. This suggests that while Starbucks has delivered steady dividends and some growth, it hasn’t kept pace with the broader rally or some restaurant peers.
25 September 2025
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Dow Dips as Fed Fears Slam Tech Stocks – Hot Economic Data Rattles Wall Street (Sept 25, 2025)

Dow Dips as Fed Fears Slam Tech Stocks – Hot Economic Data Rattles Wall Street (Sept 25, 2025)

After a torrid summer of gains, U.S. stocks hit a speed bump this week. Thursday’s session saw a hesitant recovery following two days of declines. The Dow Jones Industrial Average oscillated between modest losses and gains before ending essentially flat, around the 46,100 level. The S&P 500 likewise closed near 6,640, virtually unchanged on the day reuters.com. Early-session selling gave way to dip-buying in the afternoon, helping the blue-chip indexes finish well off their morning lows. The Nasdaq Composite was the notable laggard, slipping a few tenths of a percent and extending its losing streak. The tech-heavy index remains under pressure from a rotation out of high-valuation growth stocks markets.financialcontent.com. Even so, the broader market’s pullback so far has been orderly. The CBOE VIX volatility index fell to roughly 16.2, near its lowest in weeks nasdaq.com. That calm reading suggests investors are cautious but not panicked, and there’s little sign of the extreme fear that often accompanies sharper corrections.
25 September 2025
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CarMax Stock Crashes to 52-Week Low After Shocking Earnings Miss – What Investors Need to Know

CarMax Stock Crashes to 52-Week Low After Shocking Earnings Miss – What Investors Need to Know

CarMax’s stock had been underperforming even before the latest plunge. Heading into late September, KMX shares were already down roughly 30% year-to-date, dramatically lagging the S&P 500’s ~+13% gain finviz.com. In the week leading up to the earnings, the stock drifted in the mid-$50s per share, reflecting cautious sentiment. On September 25, 2025, however, CarMax’s stock cratered on heavy volume after the earnings release. In pre-market trading that morning, KMX fell about 12–13% immediately as the disappointing numbers hit the wires reuters.com. Once the market opened, the sell-off intensified – at one point the stock was down over 20% intraday, hitting fresh 52-week lows ground.news. This steep drop pushed CarMax well below its previous low of ~$54.5 and into new territory for the year. By mid-day, shares traded around the low-$50s, though volatility remained high. Investors essentially erased over a fifth of CarMax’s market value overnight, reflecting shock at how far earnings and sales had fallen short. The company’s market capitalization shrank to roughly $8–9 billion after the plunge marketbeat.com.
25 September 2025
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Forza Horizon 6 Speeds Into Japan – Release Window, New Features & Everything We Know

Forza Horizon 6 Speeds Into Japan – Release Window, New Features & Everything We Know

After months of rumors, Microsoft officially unveiled Forza Horizon 6 at Tokyo Game Show 2025, confirming that the open-world racing series will make its long-awaited leap to Japan Xbox. Playground Games returns as the developer, with publishing by Xbox Game Studios, continuing the partnership that’s made Forza Horizon a genre-leading franchise. The announcement included a short cinematic teaser that dropped tantalizing clues – a beckoning maneki-neko cat, a butterfly revealing the Japanese word for “Legend,” and a distant Mt. Fuji – before the FH6 logo slammed onto the screen Windowscentral Windowscentral. It’s now official: Forza’s next festival is headed to the Land of the Rising Sun. Release Window: Microsoft has slated Forza Horizon 6 for a 2026 launch Dsogaming. No exact date yet, but Phil Spencer had casually hinted earlier in 2025 that “the next Forza” would land in 2026 Theverge. This timing creates the longest gap between Horizon games so far, reflecting a shift to longer development cycles for big Xbox titles Drifted. The extra time presumably allows Playground to craft a larger, more detailed world.
25 September 2025
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IBM Stock Soars on Quantum Breakthrough and AI Revival – Key Updates (Sept 25, 2025)

IBM Stock Soars on Quantum Breakthrough and AI Revival – Key Updates (Sept 25, 2025)

In recent days, IBM has grabbed headlines with breakthroughs and big projects. Notably, a quantum computing trial with HSBC showed real-world benefits: HSBC reported IBM’s quantum-assisted system improved bond trade fill-rate predictions by 34% reuters.com. This marked one of the first tangible wins for quantum computing in finance, giving HSBC a competitive edge. IBM’s stock jumped over 3% in reaction, as investors saw validation of IBM’s quantum investments tradingview.com. Another headline: IBM is one of two finalists bidding to manage the FAA’s multibillion-dollar air traffic control modernization. The U.S. FAA plans to choose a winner by end of October, and IBM’s inclusion in Parsons’ bid underscores its role in large national infrastructure projects reuters.com. Also in the news, IBM’s broader quantum ambitions made waves earlier this year – in April, IBM announced it will invest $150 billion in the U.S. over five years to boost local tech manufacturing, including new facilities for quantum computing hardware reuters.com. Analysts viewed the eye-popping commitment as both a bet on emerging tech and a strategic gesture amid U.S. industrial policy reuters.com. These developments cap off a news cycle where IBM is portrayed as pushing aggressively into future-tech like quantum and AI, while leveraging its
25 September 2025
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Amazon Launches 27 Satellites in High-Stakes Race Against SpaceX’s Starlink

Amazon Launches 27 Satellites in High-Stakes Race Against SpaceX’s Starlink

Bottom Line: Amazon’s latest launch of 27 Kuiper satellites is a significant milestone in the space internet showdownwith SpaceX. It dramatically scales up Amazon’s in-orbit assets and demonstrates the company’s commitment to catching up in this critical new industry. Project Kuiper is still in early days – 129 satellites versus Starlink’s 8,000+ – but Amazon’s vast resources, massive launch contracts, and integrations with its tech ecosystem position it as a formidable challenger. If Amazon can execute its blistering launch schedule and hit service milestones, 2025–2026 will see global broadband competition move to low Earth orbit. Consumers in remote and connected areas alike stand to benefit from new choices in satellite internet, as Amazon and SpaceX push each other to expand coverage, increase speeds, and lower costs. The race is on to connect the world from space, and with this latest launch, Amazon just hit the accelerator. Sources: Amazon/ULA mission updatesspace.comfox35orlando.com; Spaceflight Now & Space.com reportsspaceflightnow.comspace.com; FCC and company filingsen.wikipedia.orgreuters.com; Reuters and SpaceNews analysisreuters.comreuters.com; expert commentary from industry officialsspaceflightnow.comreuters.com; and official statements from Amazon, ULA, and partnersfox35orlando.comspace.com.
25 September 2025
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Cipher Mining (CIFR) Skyrockets on Google-Backed AI Deal & Bitcoin Boom – What to Know Now

Cipher Mining (CIFR) Skyrockets on Google-Backed AI Deal & Bitcoin Boom – What to Know Now

Cipher Mining Inc. has rapidly evolved from a mid-tier Bitcoin miner into a headline-grabbing “Bitcoin + AI” infrastructure play. As of September 25, 2025, CIFR stock is riding high on a potent mix of surging Bitcoin prices, record hash power growth, and a landmark AI hosting deal that brings in Google as a stakeholder. The company is aggressively investing in expansion – funded by a massive zero-interest debt raise – to seize the moment. While risks remain, the market’s enthusiasm is unmistakable. Analysts see considerable upside if Cipher can deliver on its promises, and even skeptics have been forced to cover positions as momentum builds coindesk.com marketbeat.com. In the coming months, investors will be watching for follow-through: Can Cipher successfully build out the Barber Lake 168 MW facility for Fluidstack on time? Will additional AI/HPC customer wins follow? How will the Bitcoin mining side fare, especially with the next halving reducing rewards? If Bitcoin’s bull run continues and AI data demand stays red-hot, Cipher finds itself at the sweet spot of two booming trends. As CEO Tyler Page puts it, Cipher is striving to be a “leading developer of HPC data centers, while continuing to set the standard in bitcoin
25 September 2025
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Soros and ARK Bet $2.5 Billion on Driverless Trucks – Inside Kodiak Robotics’ Bold Wall Street Debut

Soros and ARK Bet $2.5 Billion on Driverless Trucks – Inside Kodiak Robotics’ Bold Wall Street Debut

Kodiak Robotics was founded in 2018 with a vision of commercializing driverless semi-trucks at scale. CEO Don Burnette, an industry veteran, previously worked on Google’s self-driving car team and co-founded Otto techcrunch.com. After the Otto saga, Burnette zeroed in on trucking as the “killer app” for autonomy – a sector where automating long-haul rigs could dramatically cut costs and fill chronic driver shortages techcrunch.com reuters.com. Kodiak set up operations in Mountain View, CA, but did much of its testing in Texas, taking advantage of open highways and favorable regulations. Over five years, Kodiak developed its proprietary automated driving system, the Kodiak Driver, which combines AI-powered software with a modular hardware kit that can be installed on regular trucks truckinginfo.com. Rather than build trucks from scratch, Kodiak’s strategy has been to retrofit existing fleet trucks with its sensors and software, making it easier for logistics companies to adopt. The company prides itself on a “minimalist” sensor approach – for instance, its signature “mirror pod” sensors are designed to be easily swappable between trucks truckinginfo.com. By mid-2025, the Kodiak Driver had amassed over 2.6 million real-world miles in varied conditions, continually improving its AI through these experiences truckinginfo.com.
25 September 2025
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White House’s Shocking 10% Intel Stake Plan Shakes the Tech World

Intel’s Bold Gamble: Wooing Apple to Rescue Its Chip Foundry Comeback

Intel Corporation – long synonymous with cutting-edge chips – has faced a harsh reality check in recent years. After falling behind in the race for smaller, faster processors and losing ground to fabless rivals, Intel launched a bold turnaround plan centered on Intel Foundry Services. Announced in 2021 under then-CEO Pat Gelsinger’s “IDM 2.0” strategy, IFS opened Intel’s manufacturing to outside customers for the first time reuters.com. The goal: leverage Intel’s factory network and process R&D to become a global contract chipmaker on par with TSMC and Samsung.
25 September 2025
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Nintendo Shadow-Drops Fire Emblem Shadows – An Among Us-Style Fire Emblem Mobile RPG

Nintendo Shadow-Drops Fire Emblem Shadows – An Among Us-Style Fire Emblem Mobile RPG

Nintendo surprised fans by launching Fire Emblem Shadows out of nowhere, without any prior announcement or marketing buildup. The game was unveiled and released on the same day – a strategy known as a “shadow drop” – on September 25, 2025 siliconera.com. This timing was notable: it came just as the Tokyo Game Show 2025 was getting underway, and shortly after a major PlayStation event, stealing a bit of the spotlight with an unexpected Nintendo news bombshell gamespot.com. The title is available immediately worldwide on both iOS and Android devices as a free download gamespot.com theverge.com. Nintendo has labeled it a free-to-play app – meaning anyone can start playing at no cost, with revenue coming from optional purchases in-game theverge.com. This stealth release tactic is unusual for a franchise as popular as Fire Emblem. Typically, new entries in the series are announced months in advance via Nintendo Direct presentations or press releases. In this case, fans discovered Fire Emblem Shadows only when it appeared on app stores and Nintendo’s website with little warning. As one gaming journalist noted, “you can imagine my surprise when I started to see posts that a new [Fire Emblem] game has launched on mobile today”
25 September 2025
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1MW vs 100kW Solar Power Plants – Cost, ROI & Global Insights (India in Focus)

Solar Surge: 200% Spike as Homeowners Scramble to Beat Looming Tax Credit Deadline

America is in the midst of a solar installation stampede as a key federal incentive approaches its end. “There’s a run on solar panels” right now, reports The Cool Down, as savvy homeowners rush to lock in the generous 30% tax credit that vanishes after December thecooldown.com. The credit – officially the Residential Clean Energy Credit – has been a game-changer for affordability, effectively giving thousands of dollars back to anyone installing solar on their home. But a sudden policy change in Washington is sunsetting the incentive years early. Now, with the clock ticking, installers say demand has gone through the roof. “A lot of people have been telling me, ‘I wish I would have done this five years ago’ ... turning into ‘how quick can you do it?’ It’s a lot happening very fast,” said Adam Phelps of Absolute Solar in Lansing, Michigan thecooldown.com. His small solar business saw a 200%+ surge in inquiries since July, when a budget bill was passed that will end the credit on Dec. 31 thecooldown.com. This scene is playing out nationwide. Clean energy marketplace EnergySage recorded “some of our biggest weekly registration numbers in our entire history” this summer, according to its Director
25 September 2025
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Alibaba Stock Skyrockets on AI Breakthrough – Key Facts & Latest 2025 Update

Alibaba’s $53 Billion AI Blitz: Stock Soars on Nvidia Pact and Global Cloud Push

Alibaba’s latest pivot to artificial intelligence has ignited its stock and signaled to the market that the Chinese tech giant is “all in” on AI. At its annual Apsara Conference, CEO Eddie Wu underscored that AI industry growth “far exceeded our expectations”, with demand for AI infrastructure outpacing what Alibaba had anticipated reuters.com. In response, Wu announced Alibaba will boost its investment in AI beyond the hefty ¥380 billion three-year budget it set earlier this year reuters.com. While he didn’t put a new number on the commitment, the message was clear: Alibaba sees AI as a core priority alongside its e-commerce empire reuters.com, and it’s prepared to spend big to stay competitive. The market reacted swiftly. Alibaba’s Hong Kong–listed shares soared nearly 10% on the announcements, hitting their highest level in almost four years reuters.com. U.S.-listed shares of Alibaba similarly leapt in New York trading, as investors welcomed the company’s aggressive stance on AI after a period of relative stagnation. The rally has been fueled by optimism that Alibaba’s AI push can re-energize growth – a sentiment echoed by high-profile investors. Cathie Wood’s ARK Invest, for example, just reopened positions in Alibaba after a four-year hiatus, buying over $16 million
25 September 2025
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NASA’s “Astronaut Avatars” – Tiny Organ Chips Poised to Protect Artemis II Crew’s Health

Artemis II: NASA’s Daring 2026 Moon Mission – First Crewed Lunar Orbit in 50 Years

Artemis II is poised to be a historic mission, rekindling human exploration beyond Earth orbit after half a century. It is the second mission in NASA’s Artemis program and the first that will carry astronauts. In essence, Artemis II is a lunar flyby: the crew will venture around the Moon and return to Earth without landing spacepolicyonline.com. The mission builds directly on the uncrewed Artemis I flight, which tested the enormous SLS rocket and Orion capsule around the Moon and back. Artemis I was deemed a success, but engineers learned vital lessons – notably about Orion’s heat shield, which ablated more than expected spacepolicyonline.com. Armed with those insights and improvements, NASA is preparing to send humans on Artemis II to validate all systems in real flight conditions. Why is Artemis II significant? For one, no astronaut has left low-Earth orbit since Apollo 17 in 1972. Returning humans to lunar distance is a major milestone in space exploration, demonstrating that the United States still has the capability and the will to embark on deep-space missions. The flight is often compared to Apollo 8, the 1968 mission that first took astronauts around the Moon. Like Apollo 8, Artemis II will test navigation,
25 September 2025
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Tokyo Game Show 2025 Shatters Records with Capcom’s Bombshell Reveals and Indie Surprises

Tokyo Game Show 2025 Shatters Records with Capcom’s Bombshell Reveals and Indie Surprises

Tokyo Game Show 2025 cemented its status as one of the world’s premier gaming events, breaking all previous records for scale and participation. According to organizers, this year’s TGS amassed over 1,100 exhibitors from around the globe gematsu.com – easily topping last year’s record of 985. These exhibitors hailed roughly 523 from Japan and 615 from overseas gematsu.com, underscoring the event’s international reach. The expo floor at Chiba’s Makuhari Messe boasted 4,159 booths, making it “the largest Tokyo Game Show ever” gematsu.com. In terms of content, more than 1,200 game titles were on display ranging from console and PC games to mobile, VR/AR projects, and even blockchain games gematsu.com. Organizers anticipated around a quarter of a million attendees for the four-day extravaganza alojapan.com. The first two days were business days reserved for industry and media, while September 27–28 opened the floodgates to the public alojapan.com. Crowds flocked not only to play upcoming games but also to attend stage presentations, esports tournaments, and cosplay gatherings. “Tokyo Game Show, one of the world’s biggest gaming events, kicked off Thursday with a record 1,100 exhibitors from Japan and abroad,” reported Kyodo News as the convention opened alojapan.com. This places TGS in the same
25 September 2025
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Ethereum Whale Wipeout: $45M Loss as ETH Plunges Below $4K – Is a Bigger Drop Ahead?

Ethereum Whale Wipeout: $45M Loss as ETH Plunges Below $4K – Is a Bigger Drop Ahead?

Ethereum’s price slid below the psychological $4,000 threshold on September 25, hitting its lowest level in about seven weeks coindesk.com. The last time ETH traded under $4K was on August 8, making this a notable retracement after a period of relative strength. In Asian trading hours, Ether briefly bottomed out around $3,983 coindesk.com. This decline wasn’t happening in isolation – it coincided with a broader crypto market downturn. Major tokens across the board were in the red, a sign that sector-wide forces were at play. Indeed, analysts noted that “Ether’s price decline was part of a broader market downturn amid concerns of a potential U.S. government shutdown” coindesk.com. In other words, mounting macroeconomic worries triggered a risk-off mood that hit crypto assets particularly hard. Notably, Bitcoin also pulled back during this period, though less dramatically than Ether. Bitcoin dipped roughly 1% to the $108K–$112K range, while Ether fell about 3% intraday coindesk.com. In fact, Ether led the downturn among top cryptos, reflecting its higher volatility. Other altcoins suffered too: XRP, Solana, and Dogecoin each fell roughly 2.5–3% on the day coindesk.com. Earlier in the week, the carnage was even more pronounced – at one point, Ethereum was down ~7%, Solana
25 September 2025
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Stock Market Today

  • Cramer’s Top 10: Jobs Miss, Upgrades for Palantir and Airlines, OpenAI’s Government Plan
    July 2, 2026, 9:20 AM EDT. Jim Cramer's July 2 watchlist points to a lighter-than-forecast June jobs report-nonfarm payrolls up just 57,000, well below the 115,000 expected. That pushed Treasury yields lower and futures up. OpenAI is reportedly offering the U.S. government a 5% stake to let it in on AI gains. Palantir saw DA Davidson boost the stock to buy, setting a target for 40% upside. Nvidia is rolling out a model where AI startups get compute power in exchange for a piece of revenue. Meta laid out fresh plans for cloud AI. Honeywell Aerospace, Delta, and United picked up upgrades as supply and fuel costs improved. DuPont's price target saw a small bump.
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