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.

PCE Inflation Today: “Goldilocks” or Head Fake? What the 26 Sept 2025 Report Really Means for Your Wallet, the Fed, and Markets

PCE Inflation Today: “Goldilocks” or Head Fake? What the 26 Sept 2025 Report Really Means for Your Wallet, the Fed, and Markets

The Bureau of Economic Analysis reported that headline PCE prices rose 0.3% in August, nudging the yearly rate to 2.7%. Core PCE—the measure the Fed emphasizes—rose 0.2% on the month and held at 2.9% year‑over‑year. The monthly pace is consistent with ~2½–3% annualized inflation, not yet back to 2%, but notably not re‑accelerating. Bureau of Economic Analysis
26 September 2025
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Boeing Stock Soars on Mega-Orders but Faces Turbulence – Key 2025 Update

Boeing Stock Soars on Mega-Orders but Faces Turbulence – Key 2025 Update

After a solid run earlier in 2025, Boeing’s stock hit some turbulence in September. As of Sept 26, BA shares trade around $213–$214, roughly where they stood one month ago, but they have seesawed in between. Over the past week, the stock has been volatile yet range-bound: it opened the week near $217, dipped mid-week, and settled in the low $210s by Thursday’s close. This choppiness reflects a tug-of-war between positive news and lingering concerns.
26 September 2025
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Europe’s First DC Power Bridge to Africa + Fresh €55m for Tunisian SMEs: What Italy–Tunisia’s ELMED Cable and New Credit Line Mean for Growth, Jobs and Energy Prices

Europe’s First DC Power Bridge to Africa + Fresh €55m for Tunisian SMEs: What Italy–Tunisia’s ELMED Cable and New Credit Line Mean for Growth, Jobs and Energy Prices

Prysmian’s award signals ELMED has moved from paperwork to execution. The regulated disclosure shows Prysmian and the TSOs finalized the tender, with a conditional contract that “could reach a value of around €460 million.” It confirms the Partanna–Mlaabi route and details installation with the Monna Lisa vessel. emarketstorage.it
26 September 2025
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August PCE Inflation Rises Again – Is the Fed’s Rate Cut Plan in Jeopardy?

August PCE Inflation Rises Again – Is the Fed’s Rate Cut Plan in Jeopardy?

The latest Personal Consumption Expenditures inflation report shows that price pressures picked up slightly in August. According to the Commerce Department data released on September 26, the overall PCE price index was up 2.7% in August 2025 compared to a year earlier wtop.com. That marks a gentle increase from the 2.6% annual inflation rate in July, and is the fastest year-over-year PCE inflation reading since February. In practical terms, American consumers in August paid on average 2.7% more for the basket of goods and services than they did in August 2024. While that rise is modest by historical standards, it does indicate a second consecutive month of accelerating inflation, after prices had been decelerating earlier in the year.
26 September 2025
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XRP’s Rollercoaster Week: Legal Triumph, ETF Mania & Wild Price Swings (Sept 26, 2025)

XRP’s Rollercoaster Week: Legal Triumph, ETF Mania & Wild Price Swings (Sept 26, 2025)

Landmark SEC Case Resolution: One of the most significant developments underpinning XRP’s recent fortunes is the final resolution of Ripple’s SEC lawsuit. In early August 2025, Ripple Labs and the U.S. SEC jointly agreed to dismiss their appeals, officially ending a legal battle that began in 2020 coindesk.com coindesk.com. This means District Judge Analisa Torres’ 2023 ruling now stands as the definitive outcome: XRP itself is not inherently a security, distinguishing between sales on public exchanges and past institutional sales coindesk.com. Ripple did incur penalties – about $125 million in fines and an injunction against future unregistered institutional sales coindesk.com coindesk.com – but the closure of the case lifted a huge regulatory cloud from XRP. The impact on market confidence was immediate: XRP jumped ~5% to the mid-$3 range after the dismissal filing hit the news coindesk.com. For the crypto industry at large, this outcome provided a rare legal precedent clarifying that open-market token sales aren’t securities coindesk.com, offering relief after years of uncertainty.
26 September 2025
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Xbox’s New Handheld Costs $1,000 – Why the ROG Ally X Has Gamers Talking

Xbox’s New Handheld Costs $1,000 – Why the ROG Ally X Has Gamers Talking

For the first time, Microsoft is officially putting the “Xbox” name on a handheld gaming device. In partnership with Asus’ Republic of Gamers division, Microsoft announced the ROG Xbox Ally and ROG Xbox Ally X – two portable gaming PCs that integrate tightly with the Xbox ecosystem. Unlike a traditional console, these devices are essentially mini Windows 11 PCs with gamepad controls, but they come pre-tuned for a console-like experience. Microsoft touts that you can “power on directly into the Xbox full screen experience”, a custom Windows interface optimized for handheld gaming news.xbox.com. In essence, Microsoft took Asus’s ROG Ally hardware and layered it with Xbox-flavored software and branding to deliver what it calls a “distinctly Xbox experience in the palm of your hands” news.xbox.com.
26 September 2025
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Trump’s Tariff Tsunami: 100% Drug Tax and New Import Levies Rock Global Trade

Trump’s Tariff Tsunami: 100% Drug Tax and New Import Levies Rock Global Trade

In a dramatic escalation of his trade war, President Donald Trump on Thursday unveiled a new wave of tariffs targeting pharmaceuticals, trucks, and home furnishings. In a Truth Social post on September 25, Trump announced the U.S. will impose a 100% import tariff on any branded or patented pharmaceutical products starting October 1 – effectively doubling their price – “unless a company is building a manufacturing plant in the U.S.” reuters.com. “There will, therefore, be no Tariff on these pharmaceutical products if construction has started,” Trump clarified, incentivizing drugmakers to produce domestically reuters.com.
26 September 2025
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Breeze Airways Goes International – $99 Flights to Caribbean Hotspots Unveiled

Breeze Airways Goes International – $99 Flights to Caribbean Hotspots Unveiled

Breeze Airways has pulled the curtain off its long-awaited international debut, unveiling a slate of new flights to popular beach destinations in Mexico and the Caribbean. In total, the airline announced seven nonstop routes that will launch in early 2026 – marking the first time Breeze ventures beyond U.S. borders thepointsguy.com. The destinations read like a vacation wish list: Cancun on Mexico’s Yucatán Peninsula, the Montego Bay region of Jamaica, and Punta Cana in the Dominican Republic thepointsguy.com thepointsguy.com. Each route is seasonal and aimed at winter sun-seekers, with most flights operating once weekly during the colder months thepointsguy.com. This seasonal strategy allows Breeze to tap peak travel demand while avoiding slower off-season periods – a lesson learned from past attempts by others to run year-round international service from secondary cities turnto10.com turnto10.com.
26 September 2025
Pfizer Stock 2025: 7% Dividend, Obesity Gamble, and Wall Street’s Verdict

Pfizer Stock 2025: 7% Dividend, Obesity Gamble, and Wall Street’s Verdict

Pfizer’s stock has struggled in 2025, hovering near multi-year lows. At ~$23.60 per share in late September, PFE has declined about 9% since January, underperforming the S&P 500 and lagging the broader healthcare sector. Over the past 12 months, the stock is down roughly 18%. The 52-week high was $30.43, and shares now sit not far above their year’s low of $20.92 stockanalysis.com. By market capitalization, Pfizer remains one of the world’s largest pharmaceutical companies, but its valuation has compressed significantly from pandemic-era peaks.
26 September 2025
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SNAP Stock Just Got a 48‑Hour Jolt: India Creator Boom, New Sticker Push—and a $14B TikTok Twist Investors Can’t Ignore

SNAP Stock Just Got a 48‑Hour Jolt: India Creator Boom, New Sticker Push—and a $14B TikTok Twist Investors Can’t Ignore

Snap’s 1.34% gain to $8.33 on Sept 25 stood out in a weak tape, with ~247M shares trading. The session left SNAP still well below its 52‑week peak, but the resilience contrasts with declines across mega‑cap peers that day. That divergence sets up a near‑term narrative where company‑specific news can temporarily outweigh macro drag. MarketWatch+1
26 September 2025
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RIG Stock Meltdown: Transocean’s $381M Share Sale Rocks the Market—Will 13% Dilution Fix the Debt Problem or Set Up a Rebound?

RIG Stock Meltdown: Transocean’s $381M Share Sale Rocks the Market—Will 13% Dilution Fix the Debt Problem or Set Up a Rebound?

Strategic aim: Management is steering fresh equity toward debt reduction, specifically highlighting the 8.00% notes due 2027. If all base proceeds went against those notes, annual interest expense could fall by ~$30.5M, before fees and taxes. The greenshoe option can also be used by underwriters for price stabilization in the aftermarket. deepwater.com
26 September 2025
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DVLT Just Landed a $150M Bitcoin Lifeline — Can Datavault AI Turn a Penny Stock Into an AI Supercomputer?

DVLT Just Landed a $150M Bitcoin Lifeline — Can Datavault AI Turn a Penny Stock Into an AI Supercomputer?

Datavault AI — the former WiSA Technologies that rebranded in February 2025 — secured a headline‑grabbing $150 million commitment from Scilex, delivered in Bitcoin. The company frames the deal as jet fuel for AI‑driven data monetization, saying the capital will build out a supercomputer footprint and launch independent data exchanges targeting high‑trust markets like biotech. Yahoo Finance+1
26 September 2025
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SPRC Rockets 59% After “Quantum Leap”: What Really Drove SciSparc’s Two‑Day Surge (Sept. 25–26) — And What Comes Next

SPRC Rockets 59% After “Quantum Leap”: What Really Drove SciSparc’s Two‑Day Surge (Sept. 25–26) — And What Comes Next

SciSparc’s new program aims to apply quantum algorithms to hard problems in protein folding and protein–ligand interactions, with the goal of more precise simulations that speed discovery in neurological and rare diseases. The board authorized creating a wholly‑owned Israeli subsidiary to run the effort and to pursue IP around the methods. GlobeNewswire
26 September 2025
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PSTV ERUPTS: UnitedHealthcare Backs Plus Therapeutics’ CNS Cancer Test—Stock Pops, Analysts Cheer, and the Real Winners Could Be Patients

PSTV ERUPTS: UnitedHealthcare Backs Plus Therapeutics’ CNS Cancer Test—Stock Pops, Analysts Cheer, and the Real Winners Could Be Patients

UnitedHealthcare coverage win. On Sept. 25, Plus Therapeutics announced that UnitedHealthcare Insurance Company granted national coverage for its CNSide® CSF Tumor Cell Enumeration LDT for metastatic CNS cancer, effective Sept. 15. The deal potentially opens access to more than 51 million members nationwide and positions CNSide as a covered testing service for specialists treating leptomeningeal metastases—a devastating complication of advanced cancers. GlobeNewswire
26 September 2025
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NUAI Rockets Nearly 50% in a Day After AI Data‑Center Milestone—What Changed on Sept. 25–26 and What Could Break Next

NUAI Rockets Nearly 50% in a Day After AI Data‑Center Milestone—What Changed on Sept. 25–26 and What Could Break Next

Shares ripped ~50% into the close after fresh coverage amplified a Sept. 24 company release: Phase One engineering is done for TCDC, the JV aiming to develop a Permian Basin AI data‑center complex with behind‑the‑meter power “islands,” compliance with Texas SB6, and scalable capacity to 1 GW. Management says the milestone “validates the constructability” of the site and its power‑delivery path beginning in early 2027. Business Wire
26 September 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.