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.

ASML Stock Soars on AI Mega-Deal as Q3 Earnings Loom – Key Facts and Outlook

ASML Stock Soars on AI Mega-Deal as Q3 Earnings Loom – Key Facts and Outlook

Stock Price and Recent Performance (October 2025) ASML’s stock (Euronext Amsterdam: ASML, also traded as NASDAQ: ASML) has been on a tear going into October 2025. Shares are hovering near their all-time highs after a strong rally in early fall. On October 13, the stock leapt about 5% intraday, closing around $983 (≈€844) after opening near $936ts2.tech. That surge brought ASML within sight of its 52-week peak (~$1,059)ts2.tech. As of October 15, the price is holding in the high-$900s, reflecting optimism ahead of the company’s earnings release. This recent run-up far outpaced the broader market. Since September 2, ASML shares
Walmart’s ChatGPT Checkout Debut Sparks Stock Surge to Record Highs – Is $1 Trillion Cap Within Reach?

Walmart’s ChatGPT Checkout Debut Sparks Stock Surge to Record Highs – Is $1 Trillion Cap Within Reach?

AI Shopping Integration Fuels Stock Rally Walmart’s stock jumped on Oct. 14 as investors cheered its tie-up with OpenAI’s ChatGPT. Per Reuters, the deal lets customers shop directly within ChatGPT (using an “Instant Checkout” feature), and the news drove WMT shares up 5% to $107.21 by the closereuters.com. Market data show that rally lifted Walmart to an all-time high (Intraday ~$107–107.92)investing.com. Analysts say this move signals a major shift toward AI-driven retail: UBS’s Michael Lasser noted the ChatGPT integration provides “incrementality and differentiation vs. the rest of retail”markets.financialcontent.com. Even OpenAI’s Sam Altman praised the partnership as “one way AI will
Astera Labs (ALAB) Stock Plummets After AMD-Oracle AI Deal – What Investors Should Know

Astera Labs (ALAB) Stock Plummets After AMD-Oracle AI Deal – What Investors Should Know

Astera’s stock has been volatile on recent AI infrastructure news. After surging on an earlier AMD/OpenAI deal – Citi analysts noted Astera’s shares “popped 10%” after that announcementinvestopedia.com – the Oct 14 AMD-Oracle GPU deal triggered a sharp pullbacktipranks.com. The sell-off reflects renewed competition concerns: Morgan Stanley warned Nvidia’s NVLink could eventually “replace the traditional PCIe connection” between CPU and GPU, directly threatening Astera’s core businessgurufocus.com. Astera has countered by stressing open standards. Analyst Patrick Moorhead (Moor Insights) observes that “open standards are critical” for next-generation AI rack architecturesnasdaq.com, while Astera’s CEO Sanjay Gajendra emphasizes the need to “collaborate, standardize,
LVMH Stock Skyrockets: Chinese Luxury Boom Sparks 12% Rally

LVMH Stock Skyrockets: Chinese Luxury Boom Sparks 12% Rally

Price Movements and Technical Snapshot On Oct. 15 the LVMH share price (MC.PA) surged to about €600 – roughly 12% above the prior closereuters.com. Over the prior week the stock had drifted down to around €533 (Oct. 14 close) before rebounding on the earnings news. For context, LVMH’s 52-week range was roughly €437–€763investing.com, so the current price is in the upper half of that range. Trading volume spiked with the gap higher, indicating strong investor interest. Many technical analysts would note that the breakout above €580/€590 levels clears key resistance, potentially opening more upside. Q3 Earnings and Business Update According
Nova Minerals (ASX:NVA) Stock Skyrockets on U.S. Critical Minerals Buzz – Gold Explorer’s 2025 Rally

Nova Minerals (ASX:NVA) Stock Skyrockets on U.S. Critical Minerals Buzz – Gold Explorer’s 2025 Rally

Stock Soars on U.S. Critical Minerals Backing Nova Minerals has delivered spectacular returns in mid-October 2025, as enthusiastic investors piled in on news linking the junior miner to high-level U.S. strategic initiatives. In the past few trading days, NVA’s share price went vertical – peaking at A$1.71 on October 15 before settling around A$1.635 by market closestockhead.com.au. That closing price marked an 81.7% single-day jump (and roughly 180% week-to-date gain), catapulting Nova to its highest price in over four years. The surge has nearly quadrupled the stock over the past monthmining.com, and Nova’s market capitalization now stands near A$360 million
15 October 2025
LVMH Stock Surges 12% on China Boost – Luxury Giant Regains Momentum

LVMH Stock Surges 12% on China Boost – Luxury Giant Regains Momentum

Stock Soars on Q3 Sales Beat LVMH shares skyrocketed after the company’s third-quarter update hinted at a turnaround. When markets opened on Oct. 15, the stock spiked about 12%, hitting roughly €597 in morning tradeinvesting.com. It was the steepest intraday jump LVMH has seen in almost two years, propelling the company back to the top of France’s market capitalization rankings (LVMH had briefly ceded its crown as France’s most valuable firm to rival Hermès earlier this year)reuters.com. The catalyst was LVMH’s better-than-expected Q3 sales report: organic revenue increased ~1% in the quarter, a sharp improvement from declines earlier in 2025reuters.com.
ASML Stock Surges on AI Boom but Faces China Headwinds – What Investors Must Know

ASML Stock Surges on AI Boom but Faces China Headwinds – What Investors Must Know

Stock Price & Recent Performance ASML’s stock has been on a tear heading into mid-October. The company’s American depositary shares (NASDAQ: ASML) traded near $980 on October 15, 2025, up from around $935 a week earlier and not far from their all-time high (~$1,059)ts2.techts2.tech. In Amsterdam, ASML’s ordinary shares closed at approximately €847 on Oct. 14, continuing a rally from ~€813 at the start of last weekts2.tech. This ~4% weekly rise outpaced the broader semiconductor index and brings ASML’s gain since early September to about +32%reuters.com. Year-to-date, the stock has dramatically rebounded from last year’s lows (~€580) to new highs, fueled
Google’s October 2025 Shockwave: AI Advancements, Big Bets & Alphabet’s Soaring Fortunes

Google Stock’s October Surge: Alphabet Nears Record Highs on AI Buzz and Analyst Upgrades

Alphabet Stock Nears Record Highs in October Alphabet’s stock has been on a tear in 2025, and as of October 14 it is trading around $245 per share, near its highest level everstockanalysis.com. At that price, Google’s parent company is worth roughly $2.97 trillion – nearly joining the exclusive club of $3 trillion market-cap companiesstockanalysis.com. The share price has climbed about 30–32% year-to-date, vastly outpacing the broader market. By comparison, the S&P 500 is up only around 12% in 2025 and even the tech-heavy Nasdaq 100 has gained ~17% – making Alphabet one of the top-performing mega-cap tech stocks this yearts2.techts2.tech. This
Amazon Stock Today: AI Ambitions, $2.5B Twist, and $3 Trillion Dreams

Amazon Stock Rebounds From Slump: AI Ambitions and $2.5B FTC Deal Ignite $3 Trillion Hopes

Amazon’s Stock Price and 2025 Performance Amazon’s share price is hovering in the mid-$210s after recent turbulence. It closed around $216–$217 on Oct. 14marketbeat.com, roughly unchanged on the year — a stark underperformance versus the double-digit gains of the Nasdaq and S&P 500. In fact, Amazon has been the worst-performing member of 2025’s vaunted “Magnificent Seven” mega-cap tech stocks, essentially flat year-to-date while peers like Apple, Microsoft, and Google notched solid gainsmarketbeat.comts2.tech. The stock is still down about 9% from its record high (~$242) reached in early Februarymarketbeat.com, highlighting its sideways trend for most of this year. This lackluster performance
Tesla Stock’s October Shock: Record Sales, New “Affordable” Models & Wall Street’s Verdict

Tesla Stock’s Wild October Ride: Record Sales, “Affordable” EVs & Split Wall Street Outlook

In-Depth Analysis Stock Price Rollercoaster in October Tesla’s stock has lived up to its volatile reputation in October 2025, with dramatic daily swings keeping investors on edge. After starting the month in the low $400s, TSLA went on a rollercoaster ride: it surged ~5.4% on Oct. 6 to $453.25 (adding over $70 billion to Tesla’s market cap in one day)ts2.tech, then plunged 4.5% on Oct. 7 as traders abruptly reversed coursets2.techinvesting.com. These whipsaw moves were tied to Tesla’s news cycle – optimism about record sales and a teased product launch drove the early October rally, only for profit-taking to hit once details of
Apple Stock Hits New Heights: iPhone 17 Supercycle, Analyst Split, and 2025 Outlook Revealed

Apple Stock Shrugs Off Trade War Scare as New Products & CEO Succession Buzz Fuel Optimism

Apple Rides Out a Wild Day on Wall Street Apple’s stock performance on October 14 told a story of resilience in the face of macroeconomic drama. The day began with “palpable unease” across markets as renewed U.S.-China trade tensions rattled investorsmarkets.chroniclejournal.com. President Trump’s surprise threat of massive new tariffs – 100% on all Chinese imports – and China’s rapid countermeasures (sanctioning U.S. partners and slapping fees on American-linked ships) sent the Nasdaq tumbling nearly 0.9% at the openmarkets.chroniclejournal.commarkets.chroniclejournal.com. Apple, deeply entwined with Chinese manufacturing and sales, “found itself navigating choppy waters” – its stock slid early, briefly making Apple a
15 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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