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.

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.
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.
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.
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.
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.
Tesla’s Surprise Q3 2025 Delivery Surge: How a Tax‑Credit Rush Made EV History and Shook Up the Competition

Tesla’s Surprise Q3 2025 Delivery Surge: How a Tax‑Credit Rush Made EV History and Shook Up the Competition

The Q3 2025 delivery report shows a dramatic turnaround for Tesla. After declining deliveries in Q1 and Q2 nasdaq.com, the company delivered 497,099 vehicles, smashing its prior record of roughly 463,000 from Q3 2024 businesswire.com. Tesla produced 447,450 vehicles, meaning it drew down inventory by more than 49,000 units and reduced days‑supply. This reversal indicates Tesla intentionally built up inventory in previous quarters to prepare for the end‑of‑quarter tax‑credit rush. Notably, only 2 % of Q3 deliveries were under operating leases businesswire.com, suggesting most customers purchased outright or financed through loans.
Deadline Looms: Capital One’s $425 Million Settlement Could Put Cash Back in Your Pocket—Here’s What You Need to Know

Deadline Looms: Capital One’s $425 Million Settlement Could Put Cash Back in Your Pocket—Here’s What You Need to Know

In January 2025, the Consumer Financial Protection Bureau accused Capital One of luring savers with promises of “high interest” returns on its 360 Savings account while quietly freezing that rate at 0.3%. The bureau said the bank simultaneously rolled out a 360 Performance Savings account with the same terms and conditions but far better returns—up to 4.3% during the Federal Reserve’s rapid rate hikes eu.usatoday.com. According to the CFPB, Capital One did not notify existing customers about the higher‑earning product and kept them in the dark about the rate differential masslive.com. The bureau’s director, Rohit Chopra, alleged that the practice “cheated families out of billions of dollars” and violated truth‑in‑savings rules eu.usatoday.com.
2 October 2025
Rising Short Interest and Record Distributions: Inside John Hancock’s Fundamental All Cap Core ETF & Closed‑End Fund Payout Boom

Rising Short Interest and Record Distributions: Inside John Hancock’s Fundamental All Cap Core ETF & Closed‑End Fund Payout Boom

John Hancock Investment Management, the asset‑management arm of Manulife, is known for its multi‑manager approach. On 2 November 2023 the firm expanded its ETF lineup by launching two actively managed funds, including the Fundamental All Cap Core ETF. According to John Hancock, JHAC is its first semi‑transparent ETF: it publishes a tracking basket of securities rather than disclosing full holdings daily, allowing managers to hide proprietary strategies and reduce front‑running risk johnhancock.com.
2 October 2025
Occidental Petroleum’s Big Deal with Berkshire & What’s Ahead: Stock Performance, News and Analysts’ View (October 2 2025)

Occidental Petroleum’s Big Deal with Berkshire & What’s Ahead: Stock Performance, News and Analysts’ View (October 2 2025)

Occidental’s stock closed at ≈US$47.72 on 1 Oct 2025, slightly down from US$48.10 at the start of the week occidentalpetroleum.gcs-web.com. Within this period, daily volume ranged between roughly six and eight million shares, showing moderate trading interest occidentalpetroleum.gcs-web.com.
iOS 26.0.1: Has Apple Finally Fixed the iPhone 17 Headaches? Everything You Need to Know

iOS 26.0.1: Has Apple Finally Fixed the iPhone 17 Headaches? Everything You Need to Know

The release of iOS 26 this autumn marked Apple’s most ambitious iPhone software overhaul since iOS 16. It introduced the new “Liquid Glass” interface, system‑wide customisation, improved widgets and the first wave of on‑device generative AI features collectively branded as Apple Intelligence. Unfortunately, the debut was marred by reports of buggy behaviour on the new iPhone 17 series—intermittent Wi‑Fi and cellular drop‑outs, camera glitches, blank icons and even Face ID failures. In response, Apple rushed out iOS 26.0.1, a minor update that aims to steady the ship while users await the more substantial iOS 26.1. This article examines what the patch addresses, which problems persist, and what’s on the horizon.
2 October 2025
Nebius Group Stock Soars on Microsoft AI Deal, $3B Funding Plan & Analyses: What You Need to Know on 2 October 2025

Nebius Group Stock Soars on Microsoft AI Deal, $3B Funding Plan & Analyses: What You Need to Know on 2 October 2025

Nebius Group N.V., formerly part of the Russian internet company Yandex, rebranded and listed on Nasdaq in October 2024. The company positions itself as a “neo‑cloud” provider offering AI‑native cloud infrastructure built on Nvidia GPUs. Unlike traditional infrastructure‑as‑a‑service vendors, Nebius combines GPU compute with managed services like Kubernetes, PostgreSQL and data‑processing tools, allowing developers to build AI models more easily nasdaq.com. It operates a Finnish data centre, leases colocation facilities in Missouri, France and Iceland, and is constructing a new campus in New Jersey while negotiating a UK colocation deal nasdaq.com. Nvidia owns about 0.5 % of Nebius, and the company plans to deploy Nvidia’s Blackwell GPUs alongside existing H100, H200 and L40S chips nasdaq.com.
Biotech Boom: NBIS Surges After Microsoft‑NeoCloud AI Deal – Is a New Bull Market Ahead?

Biotech Boom: NBIS Surges After Microsoft‑NeoCloud AI Deal – Is a New Bull Market Ahead?

The Nasdaq Biotechnology Index tracks companies listed on the Nasdaq Stock Market that are classified as biotechnology or pharmaceutical businesses. The index is modified‑capitalisation weighted, meaning larger companies carry more influence but weightings are capped to enhance diversification. It started with a base value of 200 in 1993 and currently contains around 251 components indexes.nasdaqomx.com. The index is widely followed because it provides a benchmark for biotech investors and is the basis for several exchange‑traded funds.
Siemens Energy Hits Record Highs as Analysts Boost Targets: How AI, Grid Demand and a Wind Turnaround Drive the Stock Rally

Siemens Energy Hits Record Highs as Analysts Boost Targets: How AI, Grid Demand and a Wind Turnaround Drive the Stock Rally

Siemens Energy AG emerged in 2020 from the spin‑off of Siemens’ Gas and Power division. The company is headquartered in Munich and operates four main segments—Gas Services, Grid Technologies, Transformation of Industry and Wind Power. In FY 2024 Siemens Energy generated €34.5 billion in revenue, with operating income of €2.125 billion and net income of €1.335 billion en.wikipedia.org. The group employed roughly 102,000 people in 2025 en.wikipedia.org.
Electronic Arts’ $55 Billion Buyout: Massive LBO, Saudi Ambitions and What It Means for Gamers and Industry

Electronic Arts’ $55 Billion Buyout: Massive LBO, Saudi Ambitions and What It Means for Gamers and Industry

Electronic Arts, the publisher behind EA Sports FC, The Sims, Battlefield and other franchises, agreed to be taken private in a transaction valued at $55 billion—the largest leveraged buyout in history reuters.com. Under the terms, a consortium led by the Saudi sovereign wealth fund PIF will purchase all outstanding shares for $210 each, representing a 25 % premium over EA’s share price before the announcement reuters.com. Silver Lake and Affinity Partners will co‑invest. The financing relies on $36 billion in equity and $20 billion of debt provided by JPMorgan, meaning the new owners borrow against EA’s future cash flows reuters.com.
‘Uptober’ Fever: Bitcoin Bulls Bet on a Historic Q4 – Could Prices Leap to $140,000?

‘Uptober’ Fever: Bitcoin Bulls Bet on a Historic Q4 – Could Prices Leap to $140,000?

Bitcoin enters October 2025 at an inflection point. The world’s largest cryptocurrency smashed through $116,000 at the start of the month and flirted with $120,000 just days later coindesk.com cointelegraph.com. This has reignited talk of “Uptober,” a moniker for Bitcoin’s tendency to perform well in October and November, and speculation abounds about whether the token could reach $140,000 or even higher before 2026. This report synthesizes recent reporting from mainstream financial outlets and crypto analysts to explain the drivers behind the rally, examine the predictions and odds, highlight key risks and provide context on how the current cycle fits into Bitcoin’s four‑year rhythm.
Defense Stock Plummets 19%: Why DroneShield’s Mega Crash Is All Over the Headlines (Plus EU’s ‘Drone Wall’ & ASML Boom)

Defense Stock Plummets 19%: Why DroneShield’s Mega Crash Is All Over the Headlines (Plus EU’s ‘Drone Wall’ & ASML Boom)

DroneShield, headquartered in Sydney, specialises in technologies that detect and defeat unmanned aerial systems. Its DroneGun and DroneSentry products combine radar, radio‑frequency sensors and signal jamming to intercept drones without kinetic damage. Over the past year, geopolitical conflicts and high‑profile drone attacks have driven governments and critical infrastructure operators to invest heavily in counter‑UAS solutions. DroneShield responded by signing new contracts, including two U.S. Department of Defense orders worth US$7.9 million, which pushed its total deliveries above 4,000 systems Proactiveinvestors. Investors interpreted these contracts as validation of the firm’s technology and future revenue potential.
Amazon’s All‑New Luna: How Snoop Dogg, Social Games and 50+ Free Titles Redefine Prime Gaming

Amazon’s All‑New Luna: How Snoop Dogg, Social Games and 50+ Free Titles Redefine Prime Gaming

Amazon launched Luna in 2022 as a competitor to Xbox Cloud Gaming and Nvidia GeForce Now. Three years later, executives admit that the service hasn’t reached its potential. Jeff Gattis told Variety that the revamped Luna is “rebuilt and reimagined from the ground up,” from the user interface to how people interact with games variety.com. Prime members told Amazon that gaming hardware is expensive, games are intimidating and isolating, and that they want social experiences rather than solitary play amazongames.com. Gattis argues the industry hasn’t welcomed the hundreds of millions of people who want to play on the big screen but don’t own consoles or gaming PCs amazongames.com. He notes that only about 300 million people own consoles, while more than 3 billion play on smartphones amazongames.com. For Amazon, those numbers present a huge opportunity.
2 October 2025
Fortnite Servers Go Dark for v37.31 Update: New Daft Punk Experience, Modes and Fixes — What Went Down on Oct 2 2025

Fortnite Servers Go Dark for v37.31 Update: New Daft Punk Experience, Modes and Fixes — What Went Down on Oct 2 2025

Epic Games scheduled maintenance for the v37.31 update on Oct 2 2025. According to the company’s public‑status page, the maintenance was set for 08:00–09:30 UTC, and matchmaking was disabled 30 minutes earlier status.epicgames.com. The status board listed Fortnite’s core services — game services, login and matchmaking — as under maintenance during this window status.epicgames.com, indicating that players would be unable to log in or join matches. Epic urged players to keep an eye on the @FortniteStatus feed for updates.
2 October 2025
Tesco Shares Soar After Double‑Digit Dividend Hike: What Investors Need to Know

Tesco Shares Soar After Double‑Digit Dividend Hike: What Investors Need to Know

Tesco’s half‑year results highlight how the UK’s largest grocer continues to grow despite intense competition from German discounters Aldi and Lidl. Group sales climbed 5.1% to £33 billion while adjusted operating profit edged up 1.5% directorstalkinterviews.com. Chief executive Ken Murphy said the business grew sales in each of its divisions and achieved market‑share gains by “investing significantly in value, quality and service” and through “early, disciplined and targeted” savings to offset cost inflation directorstalkinterviews.com.
2 October 2025
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AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

NVIDIA

Nvidia (NASDAQ:NVDA) 91/100 ★★★★★
#2 STRONG BUY

Micron Technology

Micron Technology (NASDAQ:MU) 89/100 ★★★★☆
#3 BUY

Alphabet

Alphabet (NASDAQ:GOOGL) 88/100 ★★★★☆
#4 BUY ON PULLBACK

Applied Materials

Applied Materials (NASDAQ:AMAT) 86/100 ★★★★☆
#5 BUY

Taiwan Semiconductor Manufacturing

Shares of NYSE:TSM 85/100 ★★★★☆
View full portfolio
Editorial model selection. Not personalised advice.
MARKET CALENDAR

Key Events Today

The catalysts most likely to move markets.

#01

08:30 ET housing cluster

Surprising starts and permits data can impact homebuilders, mortgage-sensitive stocks, Treasury yields, and the dollar if results deviate significantly from consensus estimates.

#02

Home Depot Q2

The results and outlook provide key insights into housing turnover, renovation demand, professional customer activity, and U.S. discretionary spending.

#03

09:15 ET industrial production

A robust or disappointing factory or utilities report can shift expectations for economic growth, cyclical stocks, bond yields, and the Federal Reserve’s policy direction.

View full calendar
Times and estimates may change. Verify before trading.