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.

Oklo (OKLO): Nuclear Power’s New Heavyweight – DOE Contracts, $1.68B Fuel Plant & 400% Rally

Oklo (OKLO): Nuclear Power’s New Heavyweight – DOE Contracts, $1.68B Fuel Plant & 400% Rally

Key Facts: - Ticker: OKLO; Sector: Advanced Nuclear/Clean Energy – a Santa Clara-based fast-fission reactor developer with a focus on fuel recycling businesswire.com oklo.com. – Market Cap ~$17B za.investing.com. – 52-week range: $8.36–$144.49 google.com; YTD return ≈+450% za.investing.com, driven by big DOE awards and nuclear/AI hype. – Went public via SPAC merger in May 2024, raising ≈$306M oklo.com; Sam Altman is Oklo’s board chairman oklo.com. – No revenue yet; burning cash on development. – Analyst consensus: Moderate “Buy” sahmcapital.com, though price targets vary widely. – Key partnerships: DOE reactor and fuel programs oklo.com reuters.com; TVA oklo.com; Siemens, Korea Hydro & Nuclear Power, Liberty Energy, ABB, Centrus oklo.com oklo.com; Swedish fast-reactor firm Blykalla oklo.com; fuel-tech firm Lightbridge reuters.com. – Major news: DOE selected Oklo for pilot reactor and fuel-line projects oklo.com reuters.com; NRC accelerated its design criteria review businesswire.com; Oklo announced a $1.68B nuclear fuel recycling center in Tennessee oklo.com reuters.com. – Technology: Developing Aurora – a 75 MWe sodium fast reactor – plus fuel recycling to turn “waste into gigawatts” oklo.com oklo.com.
2 October 2025
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Astera Labs Stock Soars on AI Momentum: Is This High-Flying Chip Innovator Still a Buy in 2025?

Astera Labs Stock Soars on AI Momentum: Is This High-Flying Chip Innovator Still a Buy in 2025?

Astera Labs is a Santa Clara‑based fabless semiconductor company founded in 2017. It designs and sells mixed‑signal connectivity solutions for cloud and artificial‑intelligence infrastructure. The company’s Intelligent Connectivity Platform combines silicon products—such as PCIe/CXL smart retimers, Ethernet cable modules, CXL memory controllers and smart fabric switches—with its COSMOS software suite to provide end‑to‑end connectivity and system management aaii.com. Revenue predominantly comes from this platform, which is sold to hyperscale data‑centre operators and server OEMs markets.financialcontent.com.
2 October 2025
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Is WeRide’s Robotaxi Revolution About to Change the World? A Deep Dive into WRD as of Oct‑2‑2025

Is WeRide’s Robotaxi Revolution About to Change the World? A Deep Dive into WRD as of Oct‑2‑2025

WeRide Inc. is a Chinese autonomous‑vehicle technology company founded in 2017. Its One platform integrates autonomous ride‑hailing, delivery and sanitation services. The company operates in about 30 cities worldwide and has expanded beyond China into the UAE, Saudi Arabia, Singapore and Belgium globenewswire.com. The business model relies on providing autonomous mobility services via its own fleets and by partnering with transportation authorities and ride‑hailing companies. According to the company, its fleet comprises 600+ robotaxis and more than 1 300 vehicles that have accumulated roughly 55 million km of Level‑4 driverless mileage ir.weride.ai. WeRide emphasises a “One” multi‑city, multi‑vertical platform capable of serving passenger transport, logistics and municipal sanitation using common software and sensors stockanalysis.com.
2 October 2025
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Cipher Mining’s Bold Pivot: Can CIFR’s AI-Powered Future Sustain the Rally?

Cipher Mining’s Bold Pivot: Can CIFR’s AI-Powered Future Sustain the Rally?

Cipher Mining Inc., a subsidiary of Bitfury Holding B.V., develops and operates industrial‑scale bitcoin mining data centres in the United States marketbeat.com. Incorporated in 2020 and headquartered in New York, the firm has historically focused on building low‑cost, energy‑efficient mining facilities powered by renewable or stranded energy sources. Its flagship “Black Pearl” site in Texas combines hydro‑cooled ASIC mining with high‑performance computing infrastructure. The company is now positioning itself as both a bitcoin miner and a digital infrastructure provider for artificial‑intelligence workloads.
2 October 2025
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Quantum Leap for Investors: D-Wave (QBTS) Stock Rockets Amid Breakthroughs, Big Cash & Booming Demand

Quantum Leap for Investors: D-Wave (QBTS) Stock Rockets Amid Breakthroughs, Big Cash & Booming Demand

On Oct 2, 2025, D-Wave’s share price climbed sharply. It opened around $26.20 and hit a high of $28.58 before closing at $28.57, up +11.47% from the prior day investing.com. The trading volume was well above recent daily averages, indicating robust investor interest. This move follows gains on Oct 1 from a $25.63 close investing.com, and a period of volatile up-and-down swings in late September. Notably, the stock’s 50-day moving average is now well below the current price marketbeat.com, signaling strong momentum. By Oct 2, QBTS was trading near its 12‑month high marketbeat.com, after having traded as low as $0.87 a year ago marketbeat.com. Key technicals reflect this strength: the 52-week range is $0.87–$29.18 and market cap is ~$8.75B marketbeat.com, underscoring how far the stock has come in a year.
2 October 2025
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SoundHound AI (SOUN) Stock Soars on AI Hype: 217% Growth, Major Deals & Can It Topple the Tech Giants?

SoundHound AI (SOUN) Stock Soars on AI Hype: 217% Growth, Major Deals & Can It Topple the Tech Giants?

Deal Activity: On Sept 9, 2025 SoundHound announced it would acquire Interactions Corporation, an AI customer-service innovator. Management says Interactions is “a pioneer in AI for customer service and workflow orchestration,” and the deal “strengthens SoundHound’s existing intellectual property,” boosting its patent portfolio to ~400 patents investors.soundhound.com investors.soundhound.com. CEO Keyvan Mohajer stated the union “makes SoundHound even stronger as we establish the company as a true leader for the new AI era” investors.soundhound.com. The transaction was largely funded from SoundHound’s ample cash with no new debt investors.soundhound.com.
2 October 2025
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Rigetti (RGTI) Stock Soars on New Quantum Wins — Breakthrough or Bubble?

Rigetti (RGTI) Stock Soars on New Quantum Wins — Breakthrough or Bubble?

Rigetti’s stock trajectory has been nothing short of dramatic. After languishing below $1 in 2023, RGTI took off in summer 2025. By mid-September it had “soared more than 80% in the past month and 160% in the last three months,”according to TipRanks tipranks.com. It reached an intraday 52-week high ~$34.40 in late Sept reuters.com. On Oct 2 it opened around $30.67 and climbed to trade near $35 early in the session stockanalysis.com; Reuters shows it at ~$31.95 later that morning reuters.com. In the days prior, the stock had run up on both good news and broader market enthusiasm for quantum tech. However, after hitting highs it pulled back slightly into Oct. Overall, RGTI’s volatility reflects heavy momentum trading: every new contract or tech milestone triggers sharp moves.
2 October 2025
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AST SpaceMobile (ASTS) Stock Skyrockets on New Satellite and Carrier Milestones – Record Highs and $60+ Targets

AST SpaceMobile (ASTS) Stock Skyrockets on New Satellite and Carrier Milestones – Record Highs and $60+ Targets

Sources: AST SpaceMobile filings and press releases businesswire.com businesswire.com; Yahoo/BusinessWire news newswire.ca newswire.ca; Investing/Benzinga reports investing.com investing.com; stock market data webull.com stockanalysis.com; Reuters reuters.com reuters.com; and industry media/analyst coverage t-mobile.com webull.com.
2 October 2025
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Tesla’s Meteoric Momentum: Why Oct. 2, 2025 Could Be a Game‑Changer for TSLA Investors

Tesla’s Meteoric Momentum: Why Oct. 2, 2025 Could Be a Game‑Changer for TSLA Investors

Major financial news outlets were fixated on Tesla’s Q3 2025 delivery report, which served as a proxy for its revenue trajectory. Reuters reported that Tesla delivered 497,099 vehicles, beating expectations thanks to U.S. buyers rushing to claim a $7,500 electric‑vehicle tax credit before it expired reuters.com. Despite the strong overall number, deliveries in Europe dropped 22.5 %, shrinking Tesla’s market share to 1.5 % amid growing competition from plug‑in hybrids and Chinese EVs reuters.com. Analysts expect a sales slump in Q4 because the tax credit pulled forward demand reuters.com.
2 October 2025
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Coinbase Stock Rally: Performance, News and Regulatory Landscape as of Oct 2 2025

Coinbase Stock Rally: Performance, News and Regulatory Landscape as of Oct 2 2025

At 10:13 a.m. EDT on 2 October 2025, COIN traded at $363.70, up 5.06 % on the day. It traded between $353.40 and $368.68 intraday, with volume of about 3.58 million shares, well below its 65‑day average volume of 11.07 million marketwatch.com. The stock’s one‑year range is $142.58‑444.65, signalling high volatility. Year-to-date performance was 46.48 % and the one-year return was 122.99 % marketwatch.com.
2 October 2025
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Ondas Holdings Skyrockets into the U.S. Defense Drone Race – Is ONDS the Next Tech Titan?

Ondas Holdings Skyrockets into the U.S. Defense Drone Race – Is ONDS the Next Tech Titan?

The stock chart above shows high volatility and volume as ONDS reacted to corporate news. After climbing into the high-$7s in late Sept, shares fell ~5% on Oct 1 following the share offering announcement investing.com. ONDS has experienced explosive growth: according to InvestingPro data, it “has surged over 460% in the past year” investing.com. Volume has been extremely high, reflecting retail interest and the enlarged float. Notably, a 40M-share public offering at $5.00 was priced in mid-Sept and closed in late Sept stocktitan.net, expanding the share count but providing growth capital. Earlier in 2025, Ons was trading under $1; its recent run-up has far outpaced peers.
2 October 2025
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Sarepta Therapeutics (SRPT) Surges After FDA Greenlights Duchenne Gene Therapy – Is a Rebound Ahead?

Sarepta Therapeutics (SRPT) Surges After FDA Greenlights Duchenne Gene Therapy – Is a Rebound Ahead?

Sarepta’s stock is recovering some ground after steep losses. As of Oct 2, 2025, SRPT closed at $19.57, up about 6.8%for the day investing.com. This followed a general uptrend in recent weeks: SRPT is up roughly 16% over the last month marketbeat.com. Trading volume has been moderate investing.com. Over five trading days it gained +14.6% marketbeat.com, reflecting renewed investor interest. By contrast, the stock had sunk to ~$10–12 in mid-2025 amid safety concerns.
2 October 2025
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Will Rivian’s Stock Rebound or Crash? October 2025 Deep Dive into RIVN and the EV Industry

Will Rivian’s Stock Rebound or Crash? October 2025 Deep Dive into RIVN and the EV Industry

Rivian’s shares have been volatile in the days leading up to 2 Oct 2025. On 1 Oct the stock closed at $14.61 after opening near $14.79 and trading between $14.59 and $15.06 investing.com. A day earlier, on 30 Sept, the shares closed at $14.68, with a high of $15.51 and a low of $14.55 investing.com. By 2 Oct the price fell to around $13.57, down about 7 % from the prior day, reflecting investor concern about guidance cuts and broader EV market weakness indmoney.com.
2 October 2025
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USA Rare Earth (USAR) Stock Soars on $100M Deal – Is the Rally Sustainable?

USA Rare Earth (USAR) Stock Soars on $100M Deal – Is the Rally Sustainable?

Key Facts: USA Rare Earth hit an all-time high above $20 on Oct. 2, 2025, after rising sharply in late September. The company announced a transformative deal on Sept. 29 – acquiring UK-based Less Common Metals for $100 million plus 6.74 million USAR shares globenewswire.com – and simultaneously tapped markets with a $125 million PIPE financing whitecase.com. A new CEO, Barbara Humpton, took over Oct. 1 globenewswire.com. Despite reporting no revenues sec.gov, USAR has a strong cash position and no significant debt stocktitan.net. Wall Street analysts are generally bullish: Canaccord Genuity rates USAR a “Buy” with a raised target of $22 ca.investing.com marketbeat.com nasdaq.com. By contrast, Benchmark Metals keeps a Buy stance at a $15 target ca.investing.com. In context, the rare-earths sector is hot: MP Materials struck a DoD-backed deal and surged ~50% in July 2025 reuters.com, and U.S. funding for critical minerals is ramping up. Overall, USAR’s recent deals and industry tailwinds have driven a 70%-plus gain over the past year, but some analysts caution that Chinese export policy and trade developments could cause volatility nasdaq.com nasdaq.com.
2 October 2025
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DGNX Stock Report – Why Diginex’s Growth Spree and ESG Focus Could Make or Break Your Portfolio in 2025

DGNX Stock Report – Why Diginex’s Growth Spree and ESG Focus Could Make or Break Your Portfolio in 2025

On 2 October 2025, Reuters reported that Diginex Limited’s stock last traded at $14.56, unchanged from the previous close reuters.com. The same page shows the previous day’s close also at $14.56, volume 9 721 shares and outstanding shares 183.95 million reuters.com. This aligns with Diginex’s investor relations data, where the stock closed $14.56 on 1 October ir.diginex.com.
2 October 2025
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Solar Rise: Why Solaris Energy Infrastructure, Inc. Is Turning Heads in 2025 – Recent News, Financial Performance and Expert Forecasts

Solar Rise: Why Solaris Energy Infrastructure, Inc. Is Turning Heads in 2025 – Recent News, Financial Performance and Expert Forecasts

SEI announced the purchase of HVMVLV, a manufacturer of high‑, medium‑ and low‑voltage power‑control and distribution equipment. The company’s technology enables precise control of power flows to large loads such as data centers, hospitals and industrial facilities. SEI chief executive Bill Zartler said the deal “internalizes” design and manufacturing expertise and positions SEI to address new markets for behind‑the‑meter power solutions ir.solaris-energy.com. The new division brings engineering talent and broadens SEI’s offering from generator‑rental to integrated power‑as‑a‑service packages including distribution and voltage regulation.
2 October 2025
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AI Capex Boom at the Crossroads: Are the Hyperscalers Running into Trouble?

AI Capex Boom at the Crossroads: Are the Hyperscalers Running into Trouble?

The gen‑AI capex boom has been one of the most powerful drivers of the post‑pandemic bull market. Hyperscale cloud providers—Amazon, Microsoft, Alphabet, Meta and newer players such as CoreWeave—have poured hundreds of billions of dollars into data centres, GPUs and networking equipment to support explosive demand for generative‑AI workloads. This spending has turned AI into what one blogger called “the thing that is eating the economy,” with some analyses showing AI investment adding more to U.S. GDP than consumer spending awealthofcommonsense.com.
2 October 2025
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Fair Isaac Corp’s 2025 Surge: How a Direct‑to‑Lender Move Disrupted Credit Bureaus and Re‑Energized FICO Stock

Fair Isaac Corp’s 2025 Surge: How a Direct‑to‑Lender Move Disrupted Credit Bureaus and Re‑Energized FICO Stock

Recent price and volatility. FICO’s closing price of $1,512.71 on 1 Oct 2025 marks its last recorded trading session before the news. This figure is well below the all‑time high of about $2,382 recorded in November 2024 but still above the 52‑week low of $1,300 macrotrends.net. The company’s 50‑day moving average was $1,464.77 and the 200‑day moving average $1,703.46 marketbeat.com, suggesting shares had been consolidating after a sharp decline.
2 October 2025
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MicroStrategy (MSTR) on Oct. 2 2025: Why the Bitcoin Treasury King Keeps Making Headlines

MicroStrategy (MSTR) on Oct. 2 2025: Why the Bitcoin Treasury King Keeps Making Headlines

MicroStrategy’s share price has been extremely volatile because the company’s value is tied to Bitcoin. After falling through the summer, shares rebounded strongly in late September as Bitcoin prices firmed. On Oct. 1 the stock rose 5.03 percent from $322.21 to $338.41, trading between $331.20 and $343.73 during the session stockinvest.us. Analysts at StockInvest observed that trading volumes were higher than normal and, although the stock had declined in six of the previous ten days, it remained up about 2.6 percent over two weeks stockinvest.us.
2 October 2025
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