Today: 7 February 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.

Meta’s $1.5B AI Hiring Spree: Will Zuckerberg’s Talent Grab Send META Stock Soaring & Shake Up Apple’s XR Plans?

Meta (META) Stock Surges on Massive AI Bets – Can the Rally Last?

Key Facts: Meta shares trade around $730–$740 in late Oct 2025stockinvest.us, near all-time highs (≈$789 in August)ts2.tech. The stock is up roughly 25% year-to-datets2.tech, well above the broader market. In Q2 2025 Meta reported $47.52B revenue (+22% YoY) and $18.34B net incomets2.tech, beating estimates. Management guided Q3 revenue to $47.5–50.5B (≈+20% YoY)ts2.tech (analysts expect ≈$49.4Big.com). Wall Street is broadly bullish – ~85% of covering analysts rate META a Buy/Strong Buyts2.tech, with 12‑month targets averaging around $825ts2.tech (some as high as $900+). Major recent developments include a $27–30B Louisiana data-center joint venture (Meta keeps 20% ownership)bloomberg.com, the announced purchase of AI
23 October 2025
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Apple Stock Could Explode After New AI Chip Launch and iPhone 17 “Supercycle,” Analysts Say

Apple Stock Soars on iPhone 17 Buzz – Record Highs and $300 Price Targets in Sight?

Apple shares have hit new highs on strong iPhone 17 demand and solid earnings. Reuters reports the stock jumped over 4% to about $262.90 on Oct 20, giving Apple a ~$3.9 trillion valuationreuters.com. By Oct 22 it was trading near $258, roughly 5% above its early 2025 levelreuters.com. Investors note that Apple has largely outperformed a sluggish broader market: year-to-date Apple is slightly up, whereas many tech peers rallied even more aggressivelyts2.tech. In the past few weeks AAPL has been consolidating in the $255–$263 range, awaiting the Q4 earnings report (due Oct 30) and digesting recent product newsts2.techreuters.com. Technical analysts say the stock remains
23 October 2025
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Broadcom’s $10B AI Deal Sparks 90% Rally – What’s Next for AVGO Stock?

Broadcom (AVGO) Stock Skyrockets on $10B OpenAI AI Chip Deal – Analysts Target $460

In sum, Broadcom’s story is clear: a blockbuster AI partnership (OpenAI) and new AI product launches have turbocharged expectations. Wall Street’s upgraded price targets reflect this, with many analysts now modeling Broadcom as a major AI infrastructure winnerts2.techmarketbeat.com. As TS2.Tech puts it, Broadcom’s perceived central role in the AI boom has led to “outsized returns”ts2.tech. General investors should note the optimism – but also the sky-high bar. Even with consensus targets around $370–380, many eyes are on whether Broadcom can keep exceeding lofty growth forecasts. Sources: Contemporary financial news and analysis from Reuters, MarketBeat, TS2.Tech and other credible mediats2.techmarketbeat.comreuters.comsiliconangle.com. These
23 October 2025
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Las Vegas Sands Stock SKYROCKETS on Record Singapore Quarter – Is the Rally Just Beginning?

Las Vegas Sands Stock SKYROCKETS on Record Singapore Quarter – Is the Rally Just Beginning?

Las Vegas Sands (NYSE: LVS) closed Oct. 22 around $50.70 (after-hours) and opened ~$50.55 the next morninginvesting.commarketbeat.com. Within hours of trading on Oct. 23, LVS was up roughly 10–12%, an eye-catching move reported by market-watchersstockstotrade.comts2.tech. That jump came on the heels of a sterling third-quarter 2025 earnings report and bullish commentary from analysts. Las Vegas Sands’ Q3 performance was driven by its Asian resorts. Marina Bay Sands in Singapore delivered record results, with net revenues of about $1.44 billion (up from $919M a year ago) and adjusted property EBITDA of $743 millionasgam.comasgam.com. CEO Rob Goldstein raved about the Singapore business as “unprecedented in our industry”asgam.com and said the company’s prior $2.5 billion
23 October 2025
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“AI Boom” Pushes Monolithic Power (MPWR) Stock to Record High – Is the Rally Just Beginning?

“AI Boom” Pushes Monolithic Power (MPWR) Stock to Record High – Is the Rally Just Beginning?

Stock Rally on Oct. 23, 2025 On Thursday the market really took notice. MPWR stock climbed sharply after midday – driven by a published analyst upgrade – and hit $1,045.01, a fresh 52-week highmarkets.chroniclejournal.com. (Earlier that day it had closed around $1,001markets.chroniclejournal.com.) In fact, MarketBeat reports MPWR traded “as high as $1,045.01” on Oct. 23marketbeat.com. By comparison, the stock opened the year near $620, so the YTD run is roughly +70%. The spike coincided with KeyBanc/KeyCorp raising its price target (details below). Volume that day was heavy, reflecting a rush of buyers. By late afternoon MPWR was trading around $1,040–$1,050 – well
23 October 2025
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Amphenol (APH) Stock Rockets to New Highs on Blockbuster Q3 Results & AI Boom

Amphenol (APH) Stock Rockets to New Highs on Blockbuster Q3 Results & AI Boom

Stock Movement and Today’s Trading After a late September pullback, Amphenol stock has been ripping higher. It traded near $125 in mid-October and set a fresh intraday high (~$127.52) on Oct. 16ts2.tech. On Oct. 21 it dipped to about $124.44investing.com, but on Oct. 22 – the day of its Q3 report – it spiked about 9% pre-market and settled at $128.93ts2.tech. (This was near its prior 52-week peak of $135.94marketbeat.com.) On Oct. 23, trading opened around $128.95marketbeat.com. The recent rally has pushed APH far above its key moving averages (50-day ~$118.40, 200-day ~$99.42marketbeat.com), signaling strong technical momentum. Over the past
23 October 2025
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Valero Energy Stock Skyrockets on Blowout Q3 Results – What’s Next for VLO?

Valero Energy Stock Skyrockets on Blowout Q3 Results – What’s Next for VLO?

Q3 Earnings and Stock Reaction Valero’s Oct. 23 earnings release dramatically beat expectations. Adjusted Q3 EPS was $3.66, well above analysts’ $3.05 consensusmarketbeat.comreuters.com, on revenue of $32.17 billion. CEO Lane Riggs noted 97% refinery utilization – “refineries in the Gulf Coast and North Atlantic regions set new all-time highs for throughput”investorvalero.com – reflecting strong operations. The market applauded: Valero’s stock jumped about 3% on the news, trading near $166 in pre-market tradingreuters.com. Notably, Valero’s refining margin (3-2-1 crack spread) averaged $13.14/barrel in Q3, up 44% from a year agoreuters.com, driven by robust diesel/gasoline spreads and tight fuel inventories. Analysts say
23 October 2025
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Western Digital (WDC) Stock Soars in 2025: SanDisk Legacy & 2026 Outlook

Western Digital Stock Rockets on AI Data Boom — Analysts Eye Even Bigger Gains

Western Digital’s stock has been on a tear, climbing sharply in mid-October. On Oct. 23 it closed at $126.63, up 5.1% for the dayinvesting.com, and roughly double its price at the start of 2025ts2.tech. The rally reflects strong industry demand: Western Digital says the exploding need for AI and cloud storage is driving customers to hoard high-capacity hard drives. In fact, the company announced in mid-October that it will raise prices across its HDD product line to manage “booming demand”investopedia.com. CEO Irving Tan and other executives have repeatedly stressed that “HDDs will continue to remain the foundation of the world’s
23 October 2025
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Vertiv (VRT) Stock Skyrockets on AI Boom – Will the Rally Continue?

Vertiv (VRT) Stock Soars on AI Data-Center Frenzy – What’s Driving the Rally?

Oct. 23 Rally: Prices, Volume and Context Vertiv stock has been on a tear in 2025, and on Oct. 23, 2025 that rally continued. By mid-day Thursday, the share price was around $180–181, roughly a 5% gain on the sessionmarketbeat.comreuters.com. Notably, Reuters confirms VRT was trading at $180.12 (+4.97%) as of late morning on Oct. 23reuters.com. This comes after a recent intraday high near $184.50 (the 52-week peakmarketbeat.com). Over the past month, VRT has climbed sharply – for example, shares jumped from the mid-$160s to high-$170s in early Octoberts2.tech. On Oct. 22 (Wednesday), the stock closed around $171.27marketbeat.com, so Thursday’s
23 October 2025
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Robinhood’s Wild 2025 Ride: HOOD Stock Skyrockets 200%, Plunges 9% in a Day – What’s Next?

Robinhood Stock Soars 250% YTD, Faces Crypto-Driven Pullback – What’s Next?

Ride to Record Highs, Then Volatile Pullback Robinhood’s stock (NASDAQ: HOOD) has had a wild 2025. As of Oct. 23, HOOD is trading in the low-$120s after a steep run. The stock opened on Oct. 23 at $127.22marketbeat.com, down from its early-October record high near $153ts2.tech. Year-to-date, HOOD is up roughly 250% – vastly outperforming broader marketsts2.techts2.tech. That meteoric rally coincided with Robinhood’s debut in the S&P 500 at the end of September, a “watershed moment” that forced index funds to buy the stock and pushed its market cap above $100 billionts2.tech. However, the ascent has been choppy. Volatility spiked in
23 October 2025
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Integer Holdings (NYSE: ITGR) Stock Plunges 37% on Revised Forecast – Key Takeaways

Integer Holdings (NYSE: ITGR) Stock Plunges 37% on Revised Forecast – Key Takeaways

Stock Dives on Oct. 23, 2025 Integer’s stock slumped sharply on Oct. 23 after investors digested the latest financial news. According to Reuters, ITGR was trading around $68.67 (down about 37%) as of mid-dayreuters.com – one of its worst single-day drops on recordtradingview.com. For context, the stock had opened near $85 on Oct. 23 against a prior close around $109reuters.com. This dramatic fall came despite a largely solid earnings report, reflecting concerns over the company’s revised outlook and upcoming market challenges. The share plunge outpaced the overall market’s modest gains. Investors noted that Integer had narrowed its revenue guidance for
23 October 2025
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Blackstone (BX) Shines With Big Q3 Beat & $18B Hologic Deal – But Why Are Shares Falling?

Blackstone (BX) Shines With Big Q3 Beat & $18B Hologic Deal – But Why Are Shares Falling?

Q3 Earnings and Market Reaction Blackstone’s latest results (for the quarter ended Sept. 30) painted a mixed picture. The firm reported distributable earnings of $1.889 billion ($1.52 per share), up 48% from a year ago and well above the $1.23 forecastreuters.com. (Distributable earnings roughly measure cash profits available for dividends.) However, on a GAAP basis net income dropped to $624.9 million ($0.80/share) from $780.8 million last year, and total revenue slid about 15.7% year-over-yearts2.tech. Investors focused on the earnings miss and slowing revenue, which partly offset the beat on cash profit. As a result, BX shares dipped about 1% intraday on Oct. 23, trading around
23 October 2025
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Stock Market Today

Carvana stock jumps 5% to $403.67 — here’s what CVNA traders are watching next

Carvana stock jumps 5% to $403.67 — here’s what CVNA traders are watching next

7 February 2026
Carvana shares rose 5.21% Friday to $403.67, rebounding after recent volatility sparked by a short-seller report from Gotham City Research. The company denied allegations of overstated earnings and undisclosed ties to DriveTime. Carvana will report Q4 and full-year 2025 results after markets close on Feb. 18. The January U.S. CPI report is scheduled for Feb. 13.
Confluent stock hugs IBM’s $31 bid — here’s what investors watch next week

Confluent stock hugs IBM’s $31 bid — here’s what investors watch next week

7 February 2026
Confluent shares closed at $30.57 Friday, 43 cents below IBM’s $31-per-share cash offer, ahead of key events next week. The company will report earnings Feb. 11 without a call or outlook, and shareholders vote on the merger Feb. 12. Confluent disclosed 17 demand letters and two lawsuits over proxy disclosures but denies wrongdoing. The IBM deal values Confluent at $11 billion.
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