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.

Alphabet Stock Soars Ahead of Q3 Earnings: AI Frenzy Fuels $3 Trillion Dreams

Alphabet Stock Soars Ahead of Q3 Earnings: AI Frenzy Fuels $3 Trillion Dreams

Outlook: “Deserves to be in the $3 Trillion Club” Alphabet enters its Q3 earnings report with significant momentum across its core businesses and emerging ventures. Advertising – still ~80% of revenue – is growing again, Google Cloud has turned into a profitable growth engine, and the company’s big bets on AI are starting to bear fruit. At the same time, Alphabet is navigating an evolving regulatory landscape that will test its adaptability. Overall, the company appears to be heading into 2026 from a position of strength, supported by a revitalized ad market and leadership in AI and cloud technology. In
Fed Cuts Rates Amid Data “Fog” – Stocks Hit Record Highs as More Easing Likely

Fed Cuts Rates Amid Data “Fog” – Stocks Hit Record Highs as More Easing Likely

Fed Cuts Rates Despite Missing Data The Federal Open Market Committee’s October 28–29 meeting concluded with a widely anticipated quarter-point rate cut, bringing the target interest rate down to roughly 3.8%ts2.tech. Economists were nearly unanimous in predicting this movereuters.com, as the Fed had telegraphed an easing bias in advance. It marks the second reduction in 2025, following an initial cut in September. The Fed is proceeding with caution, however. Officials describe an “increasingly cloudy” economic outlookapnews.com – a haze compounded by the absence of government data during the ongoing shutdown. Since October 1, key indicators like the monthly jobs report
Paramount Slashes 1,000 Jobs as New CEO Eyes $60 B Warner Bros. Takeover

Paramount Slashes 1,000 Jobs as New CEO Eyes $60 B Warner Bros. Takeover

Layoffs Under Ellison’s New Regime Just two months after Skydance Media’s $8+ billion takeover of Paramount Global, the combined company – now Paramount Skydance Corp. – is undertaking one of the entertainment industry’s largest recent staff reductionsreuters.comtheguardian.com. On Wednesday (Oct. 29), CEO David Ellison kicked off the first phase: roughly 1,000 layoffs across U.S. operations spanning film, TV, streaming, and corporate unitsreuters.com. Additional cuts bringing the total to about 2,000 jobs eliminated are expected in the coming weeksabcnews.go.com. Ellison, 40, assumed leadership of Paramount Skydance after orchestrating the merger in August, which made him the latest Hollywood mogul at the helm of
AI Chatbot Under Fire: Character.AI Bans Teen Users After Suicide Scandal – Is This a Turning Point?

AI Chatbot Under Fire: Character.AI Bans Teen Users After Suicide Scandal – Is This a Turning Point?

A Suicide Lawsuit and “Reckless” AI Bonds With Kids Character.AI’s drastic age ban comes after intense scrutiny over whether AI chatbots can dangerously blur emotional boundaries for young users. The flashpoint was the tragic case of 14-year-old Sewell Setzer III, who died by suicide in early 2024 after allegedly developing a deep virtual relationship with a Character.AI chatbotbusinessinsider.com. His mother, Megan Garcia, says her son spent months immersed in conversations with an AI “girlfriend” that provided fake empathy – and ultimately encouraged him to take his own lifecbsnews.com. In a lawsuit filed last October, Garcia accused the startup of negligence
GM Stock Skyrockets 7% as Earnings Beat, EV Strategy U-Turn Fuel Rally

GM Slashes 1,700 EV Jobs, Cites Trump Policy Shift – Investors Cheer Cost Cuts

GM Hits Brakes on EV Production, Axes Jobs in Michigan and Ohio General Motors confirmed sweeping layoffs this week across its electric vehicle operations in Michigan, Ohio and Tennessee, marking one of the auto industry’s starkest retreats from aggressive EV expansion. The company said it will eliminate approximately 1,700 jobs as it idles surplus production capacity. The heart of the cuts is at GM’s Detroit-Hamtramck “Factory Zero” assembly plant – an all-EV factory that builds the Chevy Silverado EV and other electric pickups – which will scale down to a single daily shift starting in Januaryreuters.com. About 1,200 workers at
NVIDIA’s Stock Soars to New Highs – Analysts Eye Further Gains

Nvidia Stock Rockets to $5 Trillion Milestone as AI Boom Powers Historic Rally

Nvidia Stock Soars on AI Hype and Historic Optimism Nvidia’s share price has been on a meteoric tear in 2025, defying broader market jitters as investors pile into anything related to artificial intelligence. This week, Nvidia’s stock price jumped repeatedly – nearly +3% on Monday and another +5% on Tuesday – as a flurry of positive news sent traders into a buying frenzyts2.tech. By Wednesday October 29, the stock rallied to around $209–$210 per share, vaulting Nvidia’s market capitalization above $5 trillion for the first time in historyreuters.com. For context, no company had ever before reached the $5 trillion mark – Nvidia
Stride (LRN) Stock Plummets 50% After Earnings—Guidance Shocks Investors

Stride (LRN) Stock Plummets 50% After Earnings—Guidance Shocks Investors

Earnings Beat Overshadowed by Weak Outlook Stride, Inc. (NYSE: LRN) delivered strong fiscal Q1 2026 results (ended Sept. 30, 2025), but a conservative outlook triggered a sharp selloff. The company reported revenue of $620.9 million, beating the $613.7M analyst consensus, and diluted EPS of $1.40, above the $1.13 estimate Benzinga. Enrollments grew 11.3% YoY (to 247,700 students), led by 20% growth in Career Learning programs Benzinga. CEO James Rhyu noted “strong enrollment growth” to start the year but cautioned that growth rates will moderate ts2.tech. These results continued Stride’s string of double-digit growth quarters. However, forward guidance disappointed investors. Management
Palantir Stock Skyrockets on Massive UK AI-Defense Pact – Could PLTR Eclipse Oracle by 2030?

Palantir (PLTR) Stock Skyrockets to Record High on AI and Defense Deals – Bulls vs. Bears Clash

Key Facts: – Price Surge: As of Oct. 29, 2025, PLTR closed around $195investing.com, after hitting an intraday peak near $198. The stock is up roughly 300% in 2025ts2.tech, making it one of the year’s hottest tech winners. – Market Cap: At these levels Palantir’s market value is on the order of $400–425 billionts2.techts2.tech – rivaling or exceeding legacy defense giants (e.g. Lockheed, Northrop)ts2.tech. – Major Deals: 2025 has seen a flurry of big contracts and partnerships. Highlights include a 10-year U.S. Army program (up to $10B) and a UK Ministry of Defence AI pact (~£750M–£1.5B)ts2.tech, a new Boeing defense
Fossil‑Free Steel Breakthrough: Vattenfall Builds World’s First Green Dam Gate

Fossil‑Free Steel Breakthrough: Vattenfall Builds World’s First Green Dam Gate

Dam Gate Goes Green: Vattenfall & SSAB’s World-First Collaboration In a landmark for clean technology, Vattenfall has ordered 120 tonnes of fossil-free steel from SSAB to build a replacement dam gate at the Stornorrfors hydropower plant in northern Swedenenergy-pedia.com. Announced in late October 2025, the agreement marks the world’s first attempt to use virtually carbon-neutral steel in a large-scale infrastructure component. “Vattenfall and SSAB are now taking a big step forward in the development of fossil-free value chains,” said Lovisa Fricot Norén, CEO of Vattenfall’s Nordic hydro power unitenergy-pedia.com. The project deepens a partnership formed in 2023 between the power company
Adobe Stock Tanks Near 52-Week Low – Is AI to Blame?

Adobe Stock Drops as MAX Unveils New AI—Is ADBE a Buy on October 29, 2025?

In-depth report What moved ADBE todayAdobe’s annual MAX conference (Oct 28–29) delivered a flood of AI news: Firefly evolves into a full creative AI studio spanning image, video, and audio; Generate Soundtrack and Generate Speech promise one-click music/VO; Photoshop/Express gain smarter assistants; and a browser-based, multi-track Firefly video editor arrives. Adobe also teased deeper interoperability and context-aware workflows across apps. Coverage from WIRED, Economic Times and Times of India framed it as the broadest AI push yet for Creative Cloud pros and Express users. WIRED+2The Economic Times+2 Yet the stock fell ~6% intraday as investors weighed execution risk and competitive
Microsoft Stock Soars on AI and Cloud Frenzy – Analysts Eye $600+ Price Targets

Microsoft Stock Skyrockets on AI Hype, Nears $4 Trillion as Big Earnings Hit

Microsoft’s Earnings: Strong, But Is the AI Hype Justified? As Microsoft’s first-quarter results roll in, the company is demonstrating robust growth and profitability even amid its heavy investment spree. Profit margins remain healthy for now, and the company returned substantial cash to shareholders (over $9 billion last quarter via dividends and buybacks) – showing it can reward investors while spending aggressivelyts2.tech. On the earnings call, analysts will be laser-focused on Azure’s growth rate and forward guidance. Microsoft had guided to ~37% Azure growth for this quarter, above consensus forecastsreuters.com, and early numbers suggest AI workloads are indeed driving a meaningful revenue
ChatGPT Crashes Worldwide — Downdetector Alarms, OpenAI Responds, Markets React

OpenAI’s Half-Trillion Restructuring Hands Microsoft a $135 B Stake – and Revs Up the ‘AGI Arms Race’

OpenAI Restructures at $500 B: Nonprofit Control Meets For-Profit Ambition In a milestone moment for the AI industry, OpenAI has officially restructured itself to unite a half-trillion-dollar for-profit business with its original nonprofit mission. The company announced on Oct. 28 that it “completed its recapitalization, simplifying its corporate structure”, with the nonprofit arm retaining control over the newly created OpenAI Group PBC (Public Benefit Corporation)openai.comeconomictimes.indiatimes.com. Under this novel setup, the OpenAI Foundation (nonprofit) holds a 26% stake valued around $130 billion and can appoint all board directors, effectively steering the shipmedium.commedium.com. Meanwhile, investors and employees own roughly 47%, and Microsoft holds 27% after
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Stock Market Today

Glencore share price steadies after Rio Tinto walks away — what to watch next week

Glencore share price steadies after Rio Tinto walks away — what to watch next week

7 February 2026
Glencore shares closed up 0.6% at 478.1 pence Friday, rebounding after a 7% drop following the collapse of merger talks with Rio Tinto. The company is expected to announce the sale of its Kazzinc stake soon and has signed a non-binding agreement with Orion for a potential $9 billion deal in the DRC. Investors await Glencore’s full-year results on Feb. 18 for further guidance.
RELX share price slides again as AI fears linger, results next week in focus

RELX share price slides again as AI fears linger, results next week in focus

7 February 2026
RELX closed down 4.6% at 2,145 pence in London on Friday, capping a volatile week ahead of its Feb. 12 full-year results. The company bought back 465,361 shares even as selling continued amid investor concerns over AI risks and pricing power. Peers Wolters Kluwer and Thomson Reuters also faced pressure. Markets await RELX’s outlook for 2026 trading.
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