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.

Clearwater Analytics stock out: Glazer merger-arb trade now zero, filing says

Clearwater Analytics Holdings Inc is done trading after being taken private. Its last trade printed at $24.56, just a penny above the $24.55 per share cash buyout. Clearwater said its Class A shares are now off the NYSE after the acquisition closed June 25.

2 July 2026

NYSE:CWAN·Stock Market

Strategy stock gains still trail $19 billion bitcoin pile as buyback calculus moves

Strategy Inc traded at $99.17 in premarket Thursday, gaining 6.2% from its $93.39 close Wednesday. The bitcoin treasury firm moved to allow BTC sales and to buy back common and preferred shares.

2 July 2026

Bitcoin·Cryptocurrency·NASDAQ:MSTR·Stock Market

SoFi stock faces July earnings test with focus on $22.41 convertibles

SoFi Technologies, Inc. heads into Thursday’s pre-market with a more precise valuation test than the standard fintech growth story. The stock faces the $22.41 convertible-note level by October, while it also needs to hold its bank-style tangible-book multiple.

2 July 2026

Earnings Reports·NASDAQ:AFRM·NASDAQ:SOFI·NYSE:LC·Stock Market

Intel heads toward $646 billion mark following 9% chip slide

Intel Corporation goes into its July earnings priced more as a foundry and AI rebound play than as an earnings trade for the quarter.

2 July 2026

NASDAQ:INTC·Stock Market·Technology

Space Exploration Technologies Corp (NASDAQ:SPCX) faces short pressure ahead of Nasdaq-100 entry

Space Exploration Technologies Corp is in focus for a squeeze going into Thursday, and it’s drawing more eyes than the index-driven buying expected next week. As of Wednesday’s close, the projected Nasdaq-100 passive buy adds up to roughly 27 million shares. That covers just 14% of the current short interest.

2 July 2026

NASDAQ:SPCX·Space Industry·Stock Market

US Stock Market Today: Live Updates 02.07.2026

LIVEMarkets rolling coverageStarted: July 2, 2026, 4:00 AM EDTUpdated: July 3, 2026, 3:59 AM EDT CVC Income & Growth sets September 2026 tender limits for Sterling, Euro shares July 3, 2026, 3:51 AM EDT. CVC Income & Growth Limited reported that it set the share caps for its September 2026 semi-annual tender: 155.5 million Sterling Shares and 83.0 million Euro Shares. The company said these figures stick to the rules in its April 2026 AGM and March 2019 prospectus. The limits match regulatory requirements from the UK Financial Conduct Authority. BNP Paribas and Cadarn Capital are listed as investor contacts.

2 July 2026

Stock Market·US Economy

Trump crypto haul hits $1.4 billion, worth 64% of Trump Media (NASDAQ:DJT)

President Donald Trump reported crypto-linked cash lines for 2025 totaling $1.424 billion in his latest financial disclosure, giving investors a firmer number. That amount is about 64% of Trump Media & Technology Group Corp.’s market value. DJT is the public company traders often use as a proxy for Trump’s brand.

2 July 2026

Cryptocurrency·NASDAQ:DJT·Stock Market

AT&T shares dip; SpaceX pressure raises yield concerns

AT&T Inc. dropped on Wednesday as T-Mobile US Inc. gained. The moves show investors are zeroing in on AT&T’s cash strength and dividend, especially if satellite-powered mobile rivals force down wireless prices in the U.S.

1 July 2026

Dividends·NASDAQ:CHTR·NASDAQ:SPCX·NASDAQ:TMUS·NYSE:T·NYSE:VZ·Technology

Linkhome trading jumps after Mortgage One deal, GPU financing push

Linkhome Holdings Inc. shares jumped over 100% Wednesday as the small Nasdaq-listed real estate and fintech firm closed the Mortgage One Group deal and said the acquisition is now part of a new GPU financing business. The move sent trading volume soaring, well above the company’s total shares.

1 July 2026

NASDAQ:LHAI·Real Estate·Stock Market

American Airlines (NASDAQ:AAL) climbs as jet fuel drops below cost forecast

American Airlines Group Inc. moved higher in premarket trading Wednesday, extending a streak that saw shares climb for seven straight sessions through Monday. The stock closed at $17.91, gaining over 16% in that run.

1 July 2026

Airlines·NASDAQ:AAL·Stock Market

US Stock Market Today: Live Updates 01.07.2026

LIVEMarkets rolling coverageStarted: July 1, 2026, 4:00 AM EDTUpdated: July 2, 2026, 3:59 AM EDT Chip Sell-Off Slams Asian Markets as Kospi Sinks 8% July 2, 2026, 3:46 AM EDT. Asian stocks fell hard Thursday on a chip sector rout that swept through the Nikkei 225, South Korea’s Kospi, and the Taiex. The Kospi dropped 7.9%, dragged down by SK Hynix, off 14.6%, and Samsung Electronics, which lost 9.1%. Tokyo Electron fell 7.4%. U.S. chipmakers Micron and Intel also slid, with Capital Economics saying AI demand is rising slower than investors hoped. Oil was down more than 1% after talks

1 July 2026

Stock Market

Nu Holdings (NYSE:NU) tops Brazil, bank ETFs as buyback plan brings new interest

Nu Holdings Ltd. traded higher Tuesday, outperforming U.S. financial stocks and Brazilian names. The move points to investors putting a premium on Nu’s capital return angle, even if the announced buyback is minor compared with the company’s overall size.

30 June 2026

ETFs·NYSE:NU·Stock Market

Dow tops 52,000 again as Caterpillar leads gains

The Dow Jones Industrial Average ended up on Tuesday, locking in another record after crossing 52,000 for the first time on Monday. The S&P 500 climbed 64.63 points, or 0.87%, to close at 7,505.06. The Nasdaq Composite finished up 398.23 points, or 1.54%, at 26,218.37.

30 June 2026

NYSE:CAT·Stock Market

Pfizer (NYSE:PFE) yield tops 7% after stock falls on China GLP-1 news

Pfizer Inc traded lower Tuesday afternoon, trailing the main indexes again and raising fresh questions around the stock’s dividend. The New York Stock Exchange was open for normal trading hours. Its 2026 holiday calendar lists July 3 as the next full-day closure for Independence Day.

30 June 2026

HKG:1801·NYSE:PFE·Pharmaceuticals·Stock Market

Ford (NYSE:F) drops as 2027 recall fix raises quality questions

Ford Motor Company dropped around 1% Tuesday afternoon after another U.S. recall hit, fueling the ongoing question for investors: Are quality costs actually improving at Ford, or just being delayed to later model years?

30 June 2026

NYSE:F·Stock Market

Kratos (NASDAQ:KTOS) jumps; backlog mix shifts away from drones

Kratos Defense & Security Solutions, Inc. gained 4.6% Tuesday, joining a wider drone-stock rally after AeroVironment, Inc.. But trading was choppy. Shares changed hands at $49.13 on the last quote, under the $50.00 open and over $2 off the session high at $51.45.

30 June 2026

Defense Industry·NASDAQ:AVAV·NASDAQ:KTOS·Technology

Centessa (NASDAQ:CNTA) marks Eli Lilly (NYSE:LLY) CVR at 28 cents per dollar in last trade

As of 10:03 a.m. in New York, U.S. regular trading was open, following Nasdaq’s 9:30 a.m. to 4 p.m. ET session, but Centessa Pharmaceuticals plc had no new trades. Nasdaq’s CNTA market page showed no data, with the last price still at $40.50 from June 24 UTC.

30 June 2026

Nasdaq·NASDAQ:CNTA·NYSE:LLY

Amazon gains $80 billion as AWS GPU prices top Prime Day sales

Amazon.com, Inc. heads into Tuesday’s New York pre-market with shares gaining about $80 billion in equity value on Monday. This comes as its Prime Day sales event generated $26.4 billion in U.S. online retail spend. Nasdaq’s regular session was still closed at press time. Pre-market runs 4:00 a.m. to 9:30 a.m. ET, with regular trading 9:30 a.m. to 4:00 p.m. ET. There’s no June 30 closure on Nasdaq’s 2026 holiday list.

30 June 2026

Amazon·Cloud Computing·NASDAQ:AMZN·Stock Market

Rocket Lab surges, adding $8 billion after Iridium deal shifts RKLB cash flow

Rocket Lab Corporation traded at $98.01 in the premarket session Tuesday, up $13.43 from Monday’s close. That quote put the company’s value at $59.3 billion, so the premarket gain added about $8.1 billion in equity value. Nasdaq runs premarket hours from 4:00 a.m. to 9:30 a.m. ET.

30 June 2026

Aerospace·NASDAQ:IRDM·NASDAQ:RKLB·Stock Market

Applied Materials shares surge $54 billion, buyback effect now smaller

Applied Materials heads into Tuesday with a buyback issue of its own making. After shares jumped 10.82% Monday, each dollar left in its repurchase plan now has less impact on earnings per share.

30 June 2026

NASDAQ:AMAT·Stock Market·Technology

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