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.

MSAI Stock Skyrockets 42% as MultiSensor AI Rides AI Boom and Big New Deal – Is More Upside Ahead?

MSAI Stock Skyrockets 42% as MultiSensor AI Rides AI Boom and Big New Deal – Is More Upside Ahead?

MultiSensor AI’s Stock Soars on Deal News and AI Hype MultiSensor AI Holdings (MSAI) was one of today’s top gainers, skyrocketing +42.5% by the closing bell to about $0.96 per sharereuters.com. The sudden jump – on trading volume several times above average – suggests a burst of investor optimism around the company’s prospects. It also nearly pushed MSAI above the crucial $1.00 threshold needed to maintain its Nasdaq listingtipranks.com. Just days ago the stock was trading near $0.66, so this move marks a dramatic short-term reversal. The rally appears fueled by both company-specific news and a generally risk-on mood for
AI Stock Boom or Bubble? Tech Rally Soars as Experts Warn of Risk

Supermicro Stock Plunges 8% as AI Server Boom Hits a Snag – What’s Next for SMCI?

Shares Slump on a Surprise Revenue Warning Supermicro (NASDAQ: SMCI) shares tumbled on Thursday, October 23, after the server maker issued a surprise revenue warning for its current quarter. The company revealed that first-quarter fiscal 2026 revenue would come in around $5 billion, well below its earlier $6–7 billion outlookreuters.com. The announcement – which cited “design win upgrades” and customer delivery schedule shifts for large AI projects – immediately spooked investors. SMCI stock plunged roughly 7–8% on the news, falling from about $52 to $48 by day’s endreuters.cominvesting.com. That erased roughly a month’s worth of gains in a single session, making Supermicro
23 October 2025
Nokia Stock Skyrockets on Major 5G Contracts – Analysts Eye Upside

Nokia Stock Soars on 5G Deals and Earnings Beat, Hitting Multi-Year High

Nokia Oyj’s stock surged on Thursday, October 23, 2025, propelled by strong quarterly results and a flurry of 5G contract wins. The Finnish telecom equipment maker’s New York–listed shares jumped sharply as investors digested better-than-expected earnings and optimistic signals about future growth. Below are the key facts and analysis of Nokia’s recent performance: Shares Jump on Earnings Beat and Improved Outlook Investors cheered Nokia’s third-quarter 2025 earnings report, which handily beat market expectations. The company’s comparable operating profit for Q3 came in at €435 million, far above analyst forecasts of roughly €340 millionm.economictimes.com. Revenue likewise rose to €4.83 billion, about 12% higher than
23 October 2025
ASML Stock Skyrockets on AI Boom – Analysts Warn China Slump Looms

ASML Stock Soars on AI Megadeals – Near Record Highs Despite China Slowdown Looming

ASML Shares Rally on AI Hopes ASML Holding N.V.’s stock continued its upward charge as of October 23, 2025, buoyed by feverish investor optimism around the AI boom. The shares rose about 1% on Thursday to roughly $1,019 by the closing bellfinance.yahoo.com, rebounding after a couple days of profit-taking. This puts ASML just shy of its all-time high (~$1,059) and caps off a stunning run – the stock has surged over 30% since early September, vastly outperforming the broader chip sectorreuters.com. “It’s clear that the sentiment has changed” around ASML, observed Morningstar analyst Javier Correonero ahead of the company’s earnings,
23 October 2025
AbbVie Stock Skyrocketing? Analysts Say This $230 Biotech Giant Is Just Getting Started

AbbVie (ABBV) Stock Up 28% YTD as New Drug Wins and Analyst Upgrades Fuel Optimism

Key Facts (as of Oct. 23, 2025): Stock Price and Recent Performance AbbVie’s stock has been a standout in 2025. Shares currently hover around $228–$229, up roughly 28% since January and near their highest levels on recorddirectorstalkinterviews.com. By comparison, the S&P 500 healthcare index is up only around half that, so AbbVie is outperforming its sector. The stock’s 52-week high was about $244.8 (reached on Oct. 1)ts2.tech, and its low in the past year was ~$163.8. Notably, AbbVie surged to a record high in mid-September after the company announced a patent settlement ensuring no U.S. generics for its key drug
23 October 2025
Costco Stock Surges Amid Retail Gloom – Will $900+ Shares Keep Climbing?

Costco Stock Dips After Rally – Analysts Still See Upside Ahead

COST Stock Slips as Market Pauses Near Highs Thursday, Oct. 23, 2025 – Costco’s stock is edging lower today after a steady three-day climb. By midday, COST traded around $939, off about 0.6% from Wednesday’s closestatmuse.com. The slight pullback comes as broader U.S. markets take a breather near record highs – the Dow Jones and S&P 500 hit fresh peaks this week, though the Nasdaq lagged on some mixed tech earningsts2.techts2.tech. Costco’s modest dip follows a +0.8% gain yesterday and reflects a bit of profit-taking after the stock’s recent rebound. Last week, Costco shares briefly slid to ~$924 (Oct. 16)
23 October 2025
Mastercard Stock Climbs on New Tech, Stablecoin Push and Partnerships

Mastercard Stock Climbs on New Tech, Stablecoin Push and Partnerships

Stock Performance and Analyst Outlook Mastercard’s stock has been on a tear, trading near all-time highs. After peaking around $599 in August, MA hovers in the upper $560smarketbeat.cominvesting.com. This performance outpaces the broader market, reflecting strong earnings and strategic progress. Analysts are broadly optimistic. As of Oct 23, 2025, consensus among 27 analysts is a Buy rating with an average 12-month price target around $638marketbeat.com. Notably, Citi initiated coverage with a Buy and $735 target, and Wells Fargo and Baird also maintain buoyant forecastsmarketbeat.com. KeyCorp just upgraded MA to “Strong Buy” on Oct 23marketbeat.com. Mastercard’s fundamentals justify the fanfare. In
23 October 2025
Netflix Stock Rockets to Record Highs as Wall Street Eyes $1,500

Netflix (NFLX) Stock Plummets 10% After Q3 Earnings Miss – Key Facts and Outlook

Q3 Earnings and Stock Reaction Netflix’s Oct. 21 report showed continued growth but missed the street’s profit expectations, triggering a sharp sell-off. The company reiterated robust revenue guidance (about $44–45 billion for 2025) and Q4 revenue forecast (~$11.96 billion, up ~17% YoY)tradealgo.comts2.tech. Still, the unexpected Brazilian tax hit meant EPS of $5.87 fell well short of the ~$6.97 consensustradealgo.comts2.tech. As a result, Netflix stock opened about 8% lower on Oct. 22 and traded down to roughly $1,110 (nearly 10% below the prior close)ts2.techfinviz.com. By the day’s end, Netflix had given back almost all of its post-earnings gain (the stock had closed at
Walmart’s ChatGPT Checkout Debut Sparks Stock Surge to Record Highs – Is $1 Trillion Cap Within Reach?

ChatGPT Shoppers Send Walmart Stock Soaring – Analysts Predict Further Upside

Market Snapshot Walmart’s stock has hit new highs in mid-October 2025. Investors cheered the Oct. 14 announcement of a ChatGPT shopping integration, which drove WMT shares up roughly 3–5% that day to about $107 by the closets2.tech. That closing price marked a new 52-week and all-time high for the stockts2.tech. Overall, Walmart is up ~30% over the past 12 monthsm.investing.com (about +18–19% year-to-datets2.tech), outpacing the S&P 500 and many retail peers. Its market capitalization now stands around $850–855 billionts2.tech. Despite the strong run, WMT trades at a premium (forward P/E ~30–35×) on expectations of continued growth. Walmart’s vast logistics network
Visa (V) Stock Poised for a Surge? Crypto Pilot and Travel Deals Fuel Optimism

Visa (V) Stock Could Soar – Crypto Pilots, AI Shopping and Analyst Upgrades Spark Rally (Despite Legal Headwinds)

What Experts Say: Visa executives and analysts remain upbeat on the payments boom. CEO Ryan McInerney, commenting on Q3 results, noted tariffs and inflation had “no meaningful impact” on consumer spendingts2.tech. Mark Nelsen (Visa product head) highlighted regulatory clarity enabling new stablecoin trialsreuters.com, while Visa’s Jack Forestell (CPO) emphasized that merchants and card networks must ensure AI agents are “trusted” customersinvestor.visa.com. On the sell-side, firms like Wells Fargo describe Visa as one of the “Fab 5 of Fintech,” and have initiated coverage on the stocktipranks.com. The Outlook: In summary, Visa (V) sits at the intersection of strong consumer payment trends
23 October 2025
Big Pharma’s Billion-Dollar Bet: Inside Eli Lilly’s $5B Virginia Factory and America’s New Drug Manufacturing Boom

Eli Lilly (LLY) Stock Soars on Obesity-Drug Boom — Is $1,000 Next?

Stock Performance and Recent Moves Eli Lilly (NYSE: LLY) has been on a tear in October 2025. After closing around $726 on Sept. 29, the stock surged more than 9% in the following days, briefly spiking to about $832 on Oct. 1ts2.techts2.tech. Trading volume was heavy and analysts pointed to a “perfect storm” of news – Eli Lilly’s weight-loss and Alzheimer’s drug advances were cited as key drivers. As one tech-stock analysis observed, traders noted “bullish options activity and growing excitement over Lilly’s weight-loss drugs and Alzheimer’s research” fueling the rallyts2.tech. By Oct. 23, LLY was trading near $818tradingview.com, solidly
23 October 2025
Oracle Stock Surges on $300B AI Cloud Deal – Is a Trillion-Dollar Valuation Next?

Oracle Stock Skyrockets on $300B AI Cloud Deal — Wall Street Eyes $400 Upside

Oracle’s recent moves – mega cloud contracts, ambitious AI plans, and heavy capex – have re-ignited its growth story, but they also raise big questions. The company is counting on a boom in AI demand (from OpenAI and others) to fuel revenue growth and justify its high valuationts2.techts2.tech. In the short term, technical traders point to support around the high-$270s and resistance near $300. Option-market indicators even suggest ORCL could revisit ~$354 by year-end (an ~18% rise) if the bull case prevailswebull.com. Conversely, a failure to deliver on its promises could send ORCL back toward the $270s or lowerwebull.com. In
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Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

7 February 2026
Google raised its 2026 capital expenditure forecast to $175 billion–$185 billion, with most spending expected on data-center chips. Broadcom shares rose about 2% after the announcement, while Nvidia and AMD slipped. Jefferies reiterated a buy rating on Broadcom, maintaining a $500 price target, implying a 62% upside from Wednesday’s close.
No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

7 February 2026
The IRS has not announced new federal stimulus payments for February 2026, and Congress has not approved fresh checks. Trump told NBC he is considering $2,000 tariff rebate checks but has not committed, saying any payout would likely come later in 2026. The IRS warns taxpayers to ignore texts and emails about “stimulus payments” and verify notices through official channels.
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