Today: 23 January 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.

Palantir-Lumen AI Deal Sparks Stock Rally – CEO Warns of “Arms Race”

Palantir’s $400 B AI Surge: PLTR Stock Hits Record High in 2025’s 300% Rally – What’s Next?

Record Rally Powered by AI Hype and Big Deals Palantir’s stock has been on a tear in late 2025, far outpacing the broader market. As of October 27, PLTR shares were trading around record highs after a week of strong gains. A broad tech rally – driven by cooling inflation and investor excitement over artificial intelligence – helped lift high-growth…
27 October 2025
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Dow Dips as Fed Fears Slam Tech Stocks – Hot Economic Data Rattles Wall Street (Sept 25, 2025)

Stocks Surge to Record Highs as AI Boom Meets Trade Deal Hopes – Boom or Bubble?

Record Highs on Trade Optimism and Fed Hopes Wall Street’s euphoria to start the week was driven in large part by hopes of a U.S.-China trade truce and a friendlier Fed. On Monday, the S&P 500 notched its second straight record close, and the Dow and Nasdaq also finished at new all-time highs Triblive. Investors cheered news that U.S. President Donald Trump will…
27 October 2025
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Intel Stock Soars on AI Hype and $15B Lifeline – Can the Rally Last?

Intel Stock Hits 18-Month High as AI Hype and $15 B Deals Fuel Stunning Rally

Shares Soar on AI Buzz and “Rescue” Deals Intel’s stock price has rallied dramatically in 2025, recently reaching its highest level since early 2024 on the back of AI optimism and hefty strategic investments. Intel Corporation’s stock price has been on a tear, hitting levels not seen in over a year and a half. Shares of the Silicon Valley semiconductor…
27 October 2025
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NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Nvidia (NVDA) Stock Rallies on AI Boom, Trade Optimism – Analysts Weigh Competition & Outlook

NVDA Stock Surges Amid AI Optimism Nvidia’s stock rallied at the start of this week, gaining nearly 3% on Monday to ~$190.7 Investopedia. The jump outpaced broader indexes, as optimism about a potential U.S.-China trade deal and cooling inflation lifted tech shares to record highs Investopedia Reuters. Nvidia’s Monday gain helped extend its year-to-date climb to about +30%, vastly outperforming…
27 October 2025
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Co-Diagnostics (CODX) Stock Skyrockets 200% on Saudi JV – Is This Just the Beginning?

Co-Diagnostics (CODX) Stock Skyrockets 200% on Saudi JV – Is This Just the Beginning?

Stock Skyrockets on Saudi Arabia Deal Announcement Co-Diagnostics’ stock price erupted on Monday after the company unveiled a strategic joint venture in the Middle East. Shares of the small-cap diagnostics firm opened around $0.59 and quickly soared, at one point up 133% to about $0.82 by mid-morning Benzinga. The surge only intensified as trading progressed – by late morning the stock was up 148% and…
27 October 2025
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NXP Semiconductors (NXPI) Stock Shakes Off Chip Gloom – AI & Auto Hopes Fuel Rebound

NXP Semiconductors (NXPI) Stock Shakes Off Chip Gloom – AI & Auto Hopes Fuel Rebound

Stock Price & Recent Trading Activity NXP’s stock has seen choppy trading in recent days amid mixed signals from the semiconductor sector. Early last week, NXPI shares slid into the mid-$210s after peer Texas Instruments spooked the market with a dour outlook. TI reported soft demand for its chips and high customer inventories, sending its stock down ~7.5% and dragging…
27 October 2025
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Cadence’s AI-Fueled Q3 Surprise: Earnings Beat, Big Deals, and Bold Forecasts Ignite CDNS Stock

Cadence Stock Skyrockets on AI Chip Boom: CDNS Hits New Highs Amid Earnings Beat and $3B Deal

CDNS Stock Performance: Near Highs After Steady Climb Cadence’s stock has been on a steady upward trajectory throughout 2025, riding the broader tech wave. After starting the year around the high-$200s, CDNS surged over the summer amid the AI-driven market rally, peaking around $370 in July Finviz. A mid-September pullback – triggered by Synopsys’s China-related warning – saw Cadence briefly dip into the…
27 October 2025
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Trash to Cash: Waste Management (WM) Stock Shines on Cash Flow and Sustainability Drive

Trash to Cash: Waste Management (WM) Stock Shines on Cash Flow and Sustainability Drive

Stock Performance and Recent Trends Waste Management’s stock has been relatively steady in recent weeks, moving only modestly amid a volatile broader market. On October 27, WM shares closed around $213.77 (down just –0.4% for the day) ahead of its earnings release Stockanalysis. In after-hours trading following the results, the stock dipped roughly 2% to about $209 as investors digested the slight revenue miss…
27 October 2025
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Amazon’s Latest Shock: Up to 15% of HR Workforce Axed in AI-Fueled Restructuring – Stock and Market Impacts

Amazon Axes 30,000 Jobs in Historic Layoff – AI Efficiency Push and Stock Gains

Amazon’s Largest-Ever Job Cut: 30,000 Roles to Go In a startling cost-cutting move, Amazon is poised to eliminate up to 30,000 corporate jobs starting Tuesday (Oct. 28) Reuters. That figure represents nearly 10% of Amazon’s roughly 350,000 corporate employees and marks the biggest layoff in the company’s history Reuters. For comparison, Amazon’s previous major downsizing in late 2022 and early 2023 totaled about…
27 October 2025
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Apple’s July 2025 Bombshells: Foldable iPhone, AI Secrets, Encryption Showdown & More

Apple Nears $4 Trillion as Record Market Awaits Big Tech Earnings Showdown

Market Hits Record Highs Ahead of Earnings Wall Street enters this week in a euphoric mood. Major indices closed at record highs on Monday, with the Nasdaq up 1.4%, S&P 500 +0.8%, and Dow +0.5% ts2.tech. Investor sentiment has been boosted by hopes that a U.S.–China trade truce is imminent and by confidence that the Federal Reserve will ease monetary…
27 October 2025
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Celestica Stock Skyrockets on AI Boom: Q3 Blowout, Raised Forecasts Signal No Slowdown

Celestica Stock Skyrockets on AI Data Center Boom – Q3 Earnings Smash Forecasts

Q3 Earnings Fuel a Fresh Surge in Celestica Stock Toronto-based Celestica – traditionally an electronics manufacturing services (EMS) contractor – delivered blockbuster Q3 2025 results, accelerating its transformation into an AI infrastructure powerhouse. Revenue for the quarter hit $3.19 billion (well above the $3.02B expected) while adjusted profit was $1.58 per share (vs ~$1.47 expected) Sfchronicle. CEO Rob Mionis highlighted that both sales…
27 October 2025
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Cadence’s AI-Fueled Q3 Surprise: Earnings Beat, Big Deals, and Bold Forecasts Ignite CDNS Stock

Cadence’s AI-Fueled Q3 Surprise: Earnings Beat, Big Deals, and Bold Forecasts Ignite CDNS Stock

Q3 Earnings Beat Expectations Cadence Design Systems delivered better-than-expected third-quarter results, showcasing resilient growth as the semiconductor design boom continues. Adjusted EPS jumped to $1.93, topping analyst forecasts of $1.79 Investing. Revenue for Q3 hit $1.34 billion, edging past the $1.32 B consensus and rising ~10% from $1.22 B in the year-ago quarter Investing. On a GAAP basis, net income was $287.1 million ($1.05…
27 October 2025
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Stock Market Today

  • Intel shares slip on Q1 revenue forecast miss despite Q4 beat
    January 22, 2026, 6:03 PM EST. Intel reported a better-than-expected fourth quarter with earnings per share (EPS) of 15 cents beating estimates, and revenue of $13.67 billion surpassing forecasts. Its data center and AI segment also outperformed expectations. However, client computing revenue came in slightly below estimates. The stock declined about 4% in after-hours trading after the company issued a Q1 revenue outlook of $11.7-$12.7 billion, missing the Street's consensus of $12.56 billion. Investors reacted negatively amid concerns over PC shipments, server market outlook, and foundry business developments. Intel's shares had surged over 40% year-to-date and 150% over the past year ahead of the earnings report, fueled by optimism about its 18A manufacturing process and potential growth in its chip foundry operations.
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