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.

Enphase Energy Stock Plunge Despite Earnings Beat – What’s Behind the Solar Shake-Up?

Enphase Energy Stock Plunge Despite Earnings Beat – What’s Behind the Solar Shake-Up?

Enphase Stock Slumps Despite Big Earnings Beat Enphase Energy’s stock has been struggling in 2025 – and the latest earnings did little to change that narrative. Shares closed around $36.70 on Oct. 28 (down ~0.3% on the day)chartmill.com, then tumbled roughly 7–8% to the mid-$33 range in after-hours trading once Q3 results and guidance were outchartmill.com. This drop wiped out a modest rally the stock had enjoyed in October, effectively “erasing the gains seen over the previous two weeks”chartmill.com. The immediate cause was mixed news in the Q3 report. On one hand, Enphase delivered a solid beat: revenue jumped to
Seagate Stock Soars on AI Storage Boom: 160% YTD Rally After Blowout Earnings

Seagate Stock Soars on AI Storage Boom: 160% YTD Rally After Blowout Earnings

Earnings Beat Lifts Shares and Guidance Seagate’s latest results gave investors plenty to cheer. For the quarter ended in early October, the data-storage leader smashed expectations with $2.63 billion in sales (up 21% year-over-year) and $2.61 in adjusted earnings per share, well above analyst estimates of $2.55 billion and $2.40 respectivelyca.investing.com. This “blowout” earnings beat reflects a sharp rebound in demand for Seagate’s hard disk drives (HDDs) after a tough period. “We saw broad strength across our portfolio, especially in high-capacity drives for AI,” CEO Dave Mosley noted on the results call (per the company’s release). Even more encouraging was Seagate’s forward
Booking Holdings (BKNG) Stock Rallies on Travel Recovery and AI Push – KeyBanc Eyes $6,450

Booking Holdings’ BKNG Stock Soars on Earnings Beat as Travel Boom Defies Economic Fears

Q3 Earnings Beat Lifts Booking Holdings Shares Online travel giant Booking Holdings delivered a strong third quarter, comfortably beating analyst expectations on both revenue and profit. Revenue for Q3 2025 came in at $9.01 billion (up ~13% year-on-year), topping the ~$8.7 billion consensus estimatereuters.comreuters.com. Adjusted earnings were $99.50 per share, likewise exceeding forecasts (analysts had expected around $95–96)reuters.com. This marks Booking’s fourth straight quarter of outperformance on both metrics247wallst.com247wallst.com. The better-than-expected results were fueled by steady travel demand and an uptick in customers booking bundled trips (flights, hotels, rental cars) on Booking’s platformreuters.com. In a statement, the Norwalk, CT-based company said that
Meet Neo, the $20,000 Humanoid Robot Ready to Move Into Your Home

Meet Neo, the $20,000 Humanoid Robot Ready to Move Into Your Home

Neo: A Humanoid Housekeeper Arrives After decades of humanoid robots appearing in labs and movies, the era of the at-home robot butler may finally be dawn­ing. On October 28, 2025, 1X Technologies announced it is taking orders for Neo, a human-sized robot intended to live in people’s homes and help with everyday choressifted.eufastcompany.com. Billed as “the world’s first consumer-ready humanoid,” Neo is essentially a robotic housekeeper – it can fold laundry, tidy up clutter, carry groceries, fetch items, and even load the dishwasher, according to the companybusinesswire.combusinesswire.com. The bipedal bot has two arms with dexterous hands (22 joints each, nearly as
Joby Aviation Stock Skyrockets on Game-Changing Deals & FAA Push (Oct 2025)

Joby Aviation Stock Hits Turbulence After 200% Rally – Will the Air Taxi Dream Take Off or Crash?

A Wild Week for JOBY Stock Joby Aviation’s stock price has been on a wild ride in recent days, reflecting both the sky-high optimism and the jitters surrounding this futuristic air-taxi company. On Tuesday, Oct. 28, Joby’s shares closed at $15.60, down about 4.3% for the dayinvesting.com. The dip caps off a volatile week: just last Monday (Oct. 20) the stock spiked 11% in a single day, then plunged a combined ~12% over the next two sessionsinvesting.com. Even with the recent pullback, Joby’s stock is still dramatically higher than where it began the year – up roughly 97% year-to-date as
Bloom Energy’s Big Break: $5B Brookfield AI Deal Sends Stock Surge – Experts Weigh In

Bloom Energy (BE) Stock Skyrockets on AI Mega-Deal & Earnings Blowout, Near 400% YTD Surge

AI Mega-Deal Powers Historic Rally Bloom Energy has been one of 2025’s hottest stocks, riding a wave of optimism around clean energy and artificial intelligence. The catalyst for the latest leg up was an eye-popping partnership with Brookfield Asset Management, announced mid-October. Brookfield committed up to $5 billion to deploy Bloom’s solid-oxide fuel cell systems as on-site power for next-generation AI data centersts2.tech. In effect, Bloom’s technology will supply reliable, local electricity for Brookfield’s planned “AI factories” – huge computing centers for AI that demand far more power than conventional grids can easily provide. Investors immediately cheered the deal as a
Visa (V) Stock Poised for a Surge? Crypto Pilot and Travel Deals Fuel Optimism

Visa Stock Jumps on Earnings Beat and Dividend Hike – Analysts Bullish on $400 Target

Visa’s Stock Rallies After Earnings and Dividend Hike Visa’s latest earnings report delivered plenty for investors to cheer. The company’s fiscal fourth-quarter results (for the quarter ended September 30, 2025) beat expectations on both the top and bottom line. Net revenues grew 12% year-over-year to $10.72 billion, slightly above consensus forecasts around $10.6 billiontimesunion.com. Adjusted earnings came in at $2.98 per share, just topping analysts’ $2.97 estimatetimesunion.com and up from $2.71 a year ago. This strong finish to the year reflected healthy consumer payment volumes and improved cross-border travel spending, even as the company had maintained cautious guidance in prior quarters. In
Lucid Group (LCID) October 7 2025 Stock Analysis: Gravity SUV Lifts Deliveries to Record High – Will Expiring Tax Credits Stall the Momentum?

Lucid Motors (LCID) Stock Soars on Record EV Deliveries and Saudi Backing – Analysts Split on 2026 Outlook

The Road Ahead for Lucid (Q4 2025 – 2026) Looking forward, Lucid’s Q4 execution and 2026 outlook will be critical. The company must prove it can convert its growing order book – including the Saudi government fleet orders and Uber robotaxi deal – into scalable production without draining its ~$4–5 billion cash reserve. Interim CEO Winterhoff has emphasized “aggressively reducing costs” and improving manufacturing efficiencywardsauto.com, as Lucid aims for profitability in the coming years. Achieving the low end of its 18k delivery guidance this year will require more than 8,000 vehicles in Q4, over double any prior quarter’s outputts2.tech – a
Palantir’s Shocking Reinvention: From Secretive Spy Tech to $400B Cult Lifestyle Brand

Palantir’s Stock Soars on AI Deals, Hitting Record High – Can the Rally Hold?

Red-Hot Stock Hits Record High in AI Rally Palantir’s stock has been on fire, relentlessly climbing to fresh highs as investors pile into AI-focused names. On Monday, PLTR surged to an intraday record of roughly $190 per sharets2.tech. It closed around $189 (a new all-time closing high) after a 2–3% jump for the daybarchart.combarchart.com. That capped an astonishing run – the stock is up about 300% year-to-date in 2025ts2.tech, vastly outperforming the broader market. By Tuesday, shares were trading flat around $188–$189 as the rally took a breatherbenzinga.com. Even so, Palantir remains just shy of its 52-week peak (approximately $192)
Nvidia’s $4 Trillion AI Stock Surge: Record Highs, Mega Deals & Bold Forecasts

Nvidia Stock Soars to Record Heights on AI Frenzy – Is $300 Next?

Nvidia Stock Near Record Highs Nvidia’s stock has been on a tear in late 2025, repeatedly flirting with all-time highs. On October 27, NVDA shares closed at $191.49markets.financialcontent.com, extending a rally from about $186 at the end of the prior week. On Tuesday, October 28, the stock surged another ~3% by midday, briefly trading around the $197–$198 levelmarkets.financialcontent.com – territory that would mark a new record closing high if sustained. This latest jump solidifies Nvidia’s market capitalization well above $4 trillion, keeping it in close contention for the title of world’s most valuable company. (Notably, Nvidia even briefly surpassed Apple and
Wall Street Giant’s $2 Billion Bet on Crypto Predictions – Why NYSE’s Owner is Backing Polymarket

Polymarket Soars on Wall Street’s $2B Bet – Token Launch & U.S. Return Ignite Prediction Market Frenzy

Wall Street’s Big Bet and Polymarket’s Public Status In a landmark deal announced in early October, Intercontinental Exchange (ICE) – the publicly listed owner of the New York Stock Exchange – unveiled plans to invest up to $2 billion in Polymarketts2.tech. This is unprecedented: it marks the first major Wall Street stake in a prediction market platform, valuing the 5-year-old startup at approximately $8–10 billion post-investmentts2.tech. For context, ICE (NYSE: ICE) is a Fortune 500 company founded in 2000 (with roots back to 1792 via the NYSE) – its vote of confidence instantly boosted Polymarket’s credibility. ICE’s own stock price jumped about 4.4%
28 October 2025
BEL Stock Soars on Defence Order Boom – Analysts Eye ₹490 Target

BEL Stock Soars on Defence Order Boom – Analysts Eye ₹490 Target

In summary, BEL’s stock is hovering near record levels on October 28 as investors cheer a confluence of positive factors – new defence deals, big government spending plans, and bullish analyst projections. While the stock’s valuation is no longer cheap, the consensus is that BEL’s earnings trajectory and strategic importance justify the optimism. As one analyst put it, India’s defence boom has given BEL “long-term visibility for the next 5–10 years” in growth – a rarity in today’s marketseconomictimes.indiatimes.com. If execution remains strong, many experts believe the rally still has room to run, with some predicting BEL could breach the
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Corning stock price hits record close — what’s driving GLW and the next big test

Corning stock price hits record close — what’s driving GLW and the next big test

7 February 2026
Corning shares jumped 8.3% to a record $122.16 Friday, gaining 11% over two sessions amid strong demand for AI infrastructure stocks. The move follows a $6 billion optical fiber deal with Meta and upgraded company forecasts. Shares traded as high as $122.56 and rose 0.6% after hours. COO Avery Nelson sold 1,894 shares for tax withholding, retaining 66,050.
PepsiCo stock: €2.5 billion bond deal lands as investors size up the price-cut gamble

PepsiCo stock: €2.5 billion bond deal lands as investors size up the price-cut gamble

7 February 2026
PepsiCo priced €2.5 billion in euro notes across four maturities, with settlement set for Feb. 11, according to an SEC filing. The company plans to use proceeds for general corporate purposes, including repaying commercial paper. Shares closed at $170.49 Friday, up 1.8%. PepsiCo is also cutting U.S. snack prices by up to 15% after consumer pushback.
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