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.

Microsoft’s $135B AI Bet Pays Off – Stock Soars as OpenAI Unveils $500B Restructure

Microsoft’s $135B AI Bet Pays Off – Stock Soars as OpenAI Unveils $500B Restructure

OpenAI Reorg: Mission Meets Money OpenAI’s Oct. 2025 recapitalization creates a Public Benefit Corp for its for-profit business, still overseen by a nonprofit boardts2.techaxios.com. Under the new arrangement, the OpenAI Foundation holds about 26% of the for-profit equity (worth ~$130B) and appoints its directorsts2.tech. Employees and investors hold ~47%, and Microsoft 27%ts2.tech. Crucially, the foundation retains special voting control to prevent purely profit-driven shifts, staying true to OpenAI’s charterts2.tech. The restructuring clears the way for massive fundraising. CEO Sam Altman told reporters OpenAI plans roughly $1.4 trillion in AI R&D and infrastructure over the next few yearsts2.tech. By any measure,
29 October 2025
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Nothing Phone 3a Lite Launch: 5,000mAh Battery, 50MP Triple Camera & Glyph LED at €249

Nothing Phone 3a Lite Launch: 5,000mAh Battery, 50MP Triple Camera & Glyph LED at €249

‘Entry-level’ Nothing Phone: Nothing’s Carl Pei‑led brand is expanding rapidly: after flagship Phone (3) in July and mid‑range 3a/3a Pro in spring, the new Phone (3a) Lite is its first true budget modeltechradar.comandroidcentral.com. Android Central reports this “first entry-level smartphone” from Nothing will maintain the company’s signature transparent design, but with a pared-down notification LED on the backandroidcentral.comtheverge.com. The teaser tagline was simply “Phone (3a) Lite. 29.10. 13:00 GMT. Light up the everyday.”androidcentral.com. In its hands-on preview, Android Central’s Sanuj Bhatia notes the Lite “will feature Nothing’s signature transparent design with a simpler single LED setup” and is expected in
29 October 2025
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Starbucks (SBUX) Brewing Gains? CEO’s Shake-Up & $5B China Deal Fuel Stock Rally

Starbucks Rebound? Q4 Sales Jump for First Time in 2 Years, Sending Stock Soaring

Starbucks’ surprisingly strong Q4 sales and its renewed focus on customers suggest its “Back to Starbucks” strategy is gaining tractionabcnews.go.comts2.tech. Still, higher costs (coffee-bean prices, tariffs on imports) cut into marginsreuters.com. The company suspended guidance, with CFO Smith saying new forecasts will come at an investor event in Januaryreuters.com. In the meantime, analysts note that if Starbucks can sustain this momentum – by winning back customers and controlling costs – the stock may have further room to run. As one UBS analyst put it, investors are watching for an inflection in sales trends next yearts2.tech. Sources: Starbucks Q4 financial reportinvestor.starbucks.comabcnews.go.com;
29 October 2025
UPS Delivers Earnings Surprise as Stock Soars – But Will Its 7.5% Dividend Survive?

UPS Stock Skyrockets 18% After Crushing Q3 Earnings – What’s Next?

UPS Stock Performance and Trends After a rough year, UPS stock has found fresh life. On Oct. 28, the day UPS released Q3 results, the shares initially surged into the low $100s – about an 18% jump from the prior closets2.tech. By the end of that day, UPS was up roughly 8–9%stockstotrade.com. The rally partly recouped earlier losses: in early October the stock had traded as low as the low-$90s, down about 28% from its January levelsreuters.cominvestopedia.com. On Oct. 29, the momentum continued gently; UPS closed at $97.40, about 1.1% highergoogle.comgoogle.com. (For context, the S&P 500 traded relatively flat that
29 October 2025
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Constellation Software (CSU.TO) Stock Plunges on Founder’s Exit – Analysts See 58% Upside

Constellation Software (CSU.TO) Stock Plunges on Founder’s Exit – Analysts See 58% Upside

Constellation Software’s share price has tumbled in October amid market volatility and a sudden leadership shakeup. After closing at C$3,453.88 on Oct. 29, 2025stockanalysis.com, the stock stands far below its recent peak. The 52-week trading range is roughly C$3,390 – C$5,300stockanalysis.com, underscoring the sharp pullback. (Constellation is Canada’s largest publicly traded “vertical market software” company – a niche of mission-critical, industry-specific software – with a market capitalization around C$79.5Bstockanalysis.com.) The recent decline accelerated a slide that began in late September; shares fell ~10% over Oct. 27–29 (from C$3,844 on Oct. 27 to C$3,453 on Oct. 29stockanalysis.com). This sell-off follows broader
29 October 2025
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ServiceNow (NOW) Stock Soars on AI-Driven Earnings and 5-for-1 Stock Split

ServiceNow (NOW) Stock Soars on AI-Driven Earnings and 5-for-1 Stock Split

Stock Performance and Market Reaction ServiceNow shares have been volatile in late 2025. After an all-time high (~$1,198) earlier in the year, the stock pulled back amid investor caution. On Oct 29, NOW closed at $911.70, down about 2.8% Stockanalysis. However, following the release of strong earnings and news of the stock split, investors bid the stock up in after-hours trade. By about 4:15 PM ET, the price was around the mid-$900s (roughly a +4% jump) Stockanalysis. In context, tech-heavy indexes were broadly flat to slightly up – the Nasdaq was modestly higher (+0.3%) by late Oct. 29 Investing – suggesting
29 October 2025
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eBay Stock Surges on Strong Q3 Results but Cautions for Holiday Season

eBay Stock Surges on Strong Q3 Results but Cautions for Holiday Season

Stock Price & Recent Performance eBay’s share price has enjoyed a robust run-up. In late October 2025, EBAY traded just below its 52-week peak (about $101.15investing.com). On Oct. 29, the stock closed around $99.3, after hitting an intraday high above $101investing.com. Trading volume has been moderate (roughly 4–6 million shares/day). The stock is now roughly double its level from mid-2024 – up on the order of +50–60% year-to-date (2025)simplywall.st. By comparison, broader tech indices like the Nasdaq-100 are up around +19% YTDts2.tech, highlighting eBay’s strong relative gain. Investors attribute the rally to renewed optimism about eBay’s growth drivers. The company’s
29 October 2025
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Carvana Stock Surges on Record Q3, But Analysts Spot Red Flags

Carvana Stock Surges on Record Q3, But Analysts Spot Red Flags

Carvana Stock Price and Recent Trend Carvana’s share price has doubled in 2025, hitting roughly $413 at its Sept. 2025 peak before retracting. On Oct. 29, 2025 (the day of the Q3 report), CVNA traded around $354 – down about 2.3% from its Oct. 28 close. The stock’s 52-week range is roughly $149–$413, reflecting the wild ride. Notably, CVNA gained sharply on Sept. 29 after better-than-expected sales data (up ~5% to $387), illustrating how investor enthusiasm for its turnaround can overpower fundamental concerns. Year-to-date, Carvana is up about 78%investing.com, a surge driven by its return to profitability and aggressive growth.
29 October 2025
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Chipotle Stock Tumbles on Third Forecast Cut — Can the Burrito Chain Bounce Back?

Chipotle Stock Tumbles on Third Forecast Cut — Can the Burrito Chain Bounce Back?

Chipotle’s Recent Stock Movement Chipotle’s shares have drifted lower through October. After opening the month near $42–43, the stock slipped amid broader market volatility and lingering doubts about consumer spending. By Oct. 29, CMG traded around $40.40stockanalysis.com, a level not seen since mid-summer. As TS2.Tech notes, the stock has now fallen about 31% since Januaryts2.tech, underperforming the S&P 500 by a wide margin. This pullback partly reflects repeated earnings disappointments: for instance, Reuters observed that Chipotle shares “slumped 13%” in July after weak demand caused sales to miss forecaststs2.tech. In 2025, Chipotle has already trimmed its full-year sales outlook twice before
29 October 2025
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MercadoLibre Stock Slides Amid Fintech Boom – Analysts Predict Big 2025 Comeback

MercadoLibre Stock Dips After Q3 Earnings Miss – Can Brazil Deal Ignite a Rally?

Key Facts: – Share Price: MELI trades around $2,290 (Oct. 28 close), about 20% up year-to-datets2.tech; market cap ≈$115–116Bnasdaq.com. – Q3 Results: Revenue ~$7.41B (+39% YoY) beat estimatesinvesting.com, but net income $421M (+6% YoY) fell short of forecastsreuters.com (EPS ~$8.32 vs. est ~$9.37investing.com). – New Deals: In late Oct., MercadoLibre struck a partnership to sell Brazilian retailer Casas Bahia’s appliances on its platform from Nov. 2025ts2.tech (“huge synergy,” said CEO Fernando Yunests2.tech). The company also entered Brazil’s online pharmacy market via a drugstore acquisitionreuters.com. – Analyst Views: Wall Street is largely bullish – 15 of 17 rate MELI a Buymarketbeat.com.
29 October 2025
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Symbotic Stock Skyrockets on AI Robotics Boom – Is SYM’s 200% Rally Just the Start?

Symbotic Stock Skyrockets on AI Robotics Boom – Is SYM’s 200% Rally Just the Start?

Expert Take: While Symbotic’s stock price looks richly priced, some bulls argue the company is just scratching the surface of its opportunity. “Symbotic has been hot of late, but there’s still plenty of gas left in the tank as warehouse automation kicks into high gear,” writes 24/7 Wall St., pointing to its swelling sales and backlog247wallst.com247wallst.com. The backing of Walmart – which not only became Symbotic’s largest customer but also a stakeholder through the robotics unit deal – adds credibility and resources. “With retail giant Walmart joining forces with [Symbotic]… perhaps it’s Symbotic that’s to thank, as Walmart strives to
29 October 2025
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ProPetro (PUMP) Soars on Data Center Power Deal and Q3 Earnings Beat – What’s Driving the Rally?

ProPetro (PUMP) Soars on Data Center Power Deal and Q3 Earnings Beat – What’s Driving the Rally?

Stock Rallies on Data Center Deal and Earnings News ProPetro’s shares have been on a tear this week, buoyed by a one-two punch of bullish news. On Monday (Oct. 27), the stock jumped nearly 19% intraday after the company announced a breakthrough power supply contract with a Midwest data center operatorinvesting.com. The deal, made through ProPetro’s PROPWR division, commits the company to provide 60 MW of on-site electricity via a hybrid system of natural gas generators plus battery storageinvesting.com. This is a significant strategic win – it establishes ProPetro as an energy supplier to a leading data infrastructure player, a
29 October 2025
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Stock Market Today

Alphabet stock drops for a fourth straight day as AI spending jitters linger

Alphabet stock drops for a fourth straight day as AI spending jitters linger

7 February 2026
NEW YORK, Feb 7, 2026, 09:00 ET — Market closed. Alphabet (GOOGL.O) shares closed down 2.53% at $322.86 on Friday, their fourth straight daily decline. With U.S. markets shut for the weekend, investors are left weighing the Google parent’s surge in planned spending against signs demand for its AI tools is real. (Investing.com) The stakes are bigger than one stock. Alphabet, Amazon, Microsoft and Meta have all pushed outlays higher for artificial intelligence, with the group expected to spend more than $630 billion this year; Alphabet alone has pointed to as much as $185 billion in capital spending, or capex
BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next

BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next

7 February 2026
BigBear.ai Holdings shares surged 15.7% Friday to $4.72 ahead of a key shareholder vote on doubling authorized shares to 1 billion. Options trading was heavy, with a put/call ratio of 0.19. The company recently announced deals in AI customs technology and a partnership with Abu Dhabi’s AD Ports Group. The special meeting is set for Feb. 18, with online voting open until late Feb. 17.
American Airlines stock jumps nearly 8% as airlines rally — what to watch next week

American Airlines stock jumps nearly 8% as airlines rally — what to watch next week

7 February 2026
American Airlines shares jumped 7.6% to $15.24 Friday, rebounding with a broad rally that sent the Dow past 50,000 for the first time. Investors are watching the carrier’s battle with United at Chicago O’Hare, where a summer capacity surge could trigger a fare war. American also announced new Philadelphia–Porto service for 2027 and launched a centennial inflight menu.
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