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.

Astera Labs Stock Soars on AI Momentum: Is This High-Flying Chip Innovator Still a Buy in 2025?

Astera Labs (ALAB) Stock Skyrockets on AI Boom – Nvidia & AMD Partnerships Fuel Frenzy

Stock Rally & Market Sentiment Astera Labs has emerged as a hot AI infrastructure stock in 2025. After its mid-2023 IPO at ~$36, ALAB surged through 2024 and 2025, briefly topping $262 (Sept 18, 2025) before a broader tech sell-off in Octoberts2.tech. On Oct 14 the stock fell roughly 14% intraday (trading near $170) amid market volatilityainvest.com. Despite pullbacks, ALAB remains up dramatically YTD (over 250%). The run-up reflects extreme market enthusiasm for AI “picks-and-shovels” stocks, but also high valuation concerns. Astera now trades at ~347× forward EPS and ~42× forward salests2.technasdaq.com – higher multiples than peers. This lofty pricing
14 October 2025
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Ericsson Stock Surges on Profit Beat and Mega 5G Deals – What Investors Need to Know

Ericsson Stock Surges on Profit Beat and Mega 5G Deals – What Investors Need to Know

Solid Q3 Results and Margin Expansion Ericsson’s third-quarter report (Oct. 14) painted a picture of profitable execution despite a modest sales decline. Net sales eased 9% year-on-year to SEK 56.2 billion (–1% organic), but gross margins surged to ~48% (adjusted) thanks to efficiency gainsericsson.com. Management cited “operational excellence” and cost cuts for this improvement. Importantly, adjusted EBITA leapt to SEK 15.5 billion, nearly 150% above last year, yielding a 28.1% EBITA marginericsson.com. This was bolstered by the August divestiture of iconectiv (a numbering-plan subsidiary), which generated a one-time capital gain of SEK 7.6 billionericsson.com. Including that gain, reported net income was SEK 11.3 billion (SEK 3.33 per share)ericsson.com. CEO Börje
14 October 2025
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Trilogy Metals (TMQ) Stock Soars After U.S. Govt Deal – Critical Minerals Boom Brewing?

Trilogy Metals Surges After U.S. Backs Alaskan Copper Project – 200% Rally and Road Permit Reversal

Trilogy Metals CEO Tony Giardini (in press release photo) described the U.S. investment as “a significant milestone” for domestic critical mineralstrilogymetals.com. The Oct. 6, 2025 deal has the Pentagon buying 8.215 million Trilogy units (each a share+¾ warrant) for $2.17 eachtrilogymetals.com. Along with the funding, President Trump ordered the 211-mile Ambler access road – long debated and previously blocked – to be permittedts2.techreuters.com. Kaleb Froehlich of Ambler Metals (the Trilogy–South32 JV) said the partnership “represents a strong vote of confidence in the Ambler Mining District” and is “a major step forward for domestic mineral development”reuters.com. In short, the U.S. government move
14 October 2025
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Arista Networks (ANET) Stock Explodes on AI-Driven Growth – Will It Hit New Highs?

Arista Networks Surges on AI Networking Demand, NVIDIA Rivalry Sparks Caution

Arista Networks, long known for its data-center Ethernet switches and software, has become one of the highest-flying tech stocks amid the AI boom. Its gear – the “traffic controllers” of cloud computing – is favored by major hyperscalers and enterprises for low-latency, high-speed networking. In its latest report, Arista booked a 30% revenue jump to $2.205B, beating estimates, and boosted 2025 revenue guidance by ~50% relative to prior plansts2.tech. CEO Jayshree Ullal told investors that the surge in AI/cloud investment is a “once-in-a-lifetime” tailwind, and reaffirmed Arista’s goal of hitting roughly $10B in sales by 2026ts2.techfinimize.com. Industry analysts echo the
14 October 2025
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Incredible Rally: Bitfarms (BITF) Stock Jumps 148% YTD Amid Crypto Boom & AI Pivot

Bitfarms (BITF) Stock Soars 148% on Bitcoin Boom and AI Pivot – CFO Shake-Up, Data-Center Plans Power Rally

Bitfarms’ recent stock surge has coincided with an explosive rally in cryptocurrencies and a strategic shift toward high-performance computing (HPC) facilities. As of Oct. 14, 2025, Bitfarms shares trade near $4.50 (USD) on Nasdaq, up from about $1.00 at the start of 2025ts2.techts2.tech. This +148% YTD move (≈+440% over 6 months) has been fueled by record Bitcoin prices, aggressive share buybacks, and new project announcements. For example, on October 10 the stock jumped ~16% to a new 52-week high after Bitfarms disclosed the conversion of its $300M financing into a project loan for the Panther Creek HPC/AI campusts2.techinvestor.bitfarms.com. By mid-October,
14 October 2025
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GWAV Explodes 100% Pre‑Market: Can Greenwave’s Tiny Float + 50% Metal Tariffs Turn a Micro‑Cap Recycler Into a Breakout Story—or a Bull Trap?

Greenwave (GWAV) Stock Skyrockets as Metal Tariffs and Scrap Boom Fuel Rally

Greenwave’s business centers on scrap‑metal recycling. Through its subsidiary Empire, it runs what it calls “the #1 scrap metal chain in Hampton Roads,” located near the world’s largest Naval Baseprnewswire.com. The company processes ferrous and non‑ferrous scrap for U.S. steelmakers (like Nucor, Cleveland‑Cliffs, Sims) and other industrial users. Its CEO Danny Meeks has emphasized that Greenwave supplies “100% domestically-sourced metals” and sees its facilities as crucial for national infrastructure and securityprnewswire.comprnewswire.com. Tariffs & Tariffs: Crucially, Greenwave has ridden recent trade policy shifts. Early in 2025, the U.S. government announced sweeping 25% tariffs on imported steel, aluminum and copper. Greenwave immediately
14 October 2025
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Hanwha Ocean’s High-Stakes Turnaround: Shares Drop on China Sanctions – But New Submarine & Green Ship Deals Light the Way

Hanwha Ocean’s High-Stakes Turnaround: Shares Drop on China Sanctions – But New Submarine & Green Ship Deals Light the Way

Market Reaction & China Sanctions On Oct. 14, Chinese authorities banned Chinese entities from working with five Hanwha Ocean subsidiaries in the U.S. (including its Philadelphia shipyard and related firms)reuters.com. Beijing accused these affiliates of “assisting… U.S. investigative activities” that threatened China’s securityreuters.com. The move was widely seen as retaliation in the broader U.S.–China maritime trade dispute. Hanwha Ocean’s share price in Seoul instantly slid about 9% intraday, closing roughly 6% lower on Oct. 14apnews.com. (Peer HD Hyundai Heavy also fell over 4%reuters.com.) Hanwha Ocean reacted by saying it is “closely reviewing” the potential business impact of the Chinese measures.
14 October 2025
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Citigroup Earnings Soar, Shares Rally – But Mexico Unit and Data-Governance Woes Linger

Citigroup Earnings Soar, Shares Rally – But Mexico Unit and Data-Governance Woes Linger

Record Third-Quarter Results Citigroup delivered a blowout third-quarter 2025 report. The bank said net income climbed 16% from a year ago, to $3.8 billion (EPS $1.86)reuters.com. Citi specifically noted “record revenue” across all five business segmentsreuters.com. Banking division revenue jumped 31.3% to $2.1 billionreuters.com, and markets revenue rose 16.7% (to $5.6 billion) on strong fixed-income tradingreuters.com. These gains offset a $726 million charge for the Banamex salereuters.com. Notably, heavy dealmaking fueled the surge. Reuters reports that global M&A volumes hit ~$1.26 trillion in Q3 (up 40% yoy)reuters.com. In line with that, analysts had expected a strong quarter; one TS2.tech analysis observed that “analysts expect huge
14 October 2025
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Aqua Metals (AQMS) Rockets on Battery-Recycling Breakthroughs and Strategic Deals

Aqua Metals (AQMS) Rockets on Battery-Recycling Breakthroughs and Strategic Deals

Company and Technology Overview Aqua Metals is a pre-revenue “moonshot”-type company that has been known for recycling lead-acid batteries with its AquaRefining™ technology, and is now pivoting to lithium-ion batteries.ts2.tech Its patented process shreds spent Li-ion batteries into “black mass” and uses only water and electricity (no furnaces or toxic acids) to extract lithium, cobalt, nickel, manganese and copper. The result, the company says, is very pure battery materials with far lower emissions than traditional smeltingts2.techts2.tech. For example, Aqua Metals recently reported it produced lithium carbonate with under 30 ppm fluorine – meeting stringent battery-grade specifications – and over a metric
14 October 2025
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BlackRock’s GIP Poised for $38B AES Power Grab – AI-Fuelled Demand Sparks Takeover Frenzy

BlackRock Soars: Crypto ETFs, AI Funds and Mega M&A Propel Assets to Record $13.5T

BlackRock’s latest earnings and moves underscore its market heft and broad strategy. CEO Larry Fink observed that “record demand” across the firm’s businesses — from technology-driven funds to private credit and ETFs — powered the quarterreuters.com. In particular, strong flows into lower-cost index and cash products (helped by the Fed’s recent rate cut) drove the fee bump. An analyst noted that all of BlackRock’s new private-market businesses (HPS, Preqin, GIP) “made healthy contributions” to Q3 resultsreuters.com, validating BlackRock’s aggressive M&A in 2025. Larry Fink said the unified public-private platform positions BlackRock well for what he expects will be a strong
14 October 2025
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Wells Fargo Soars: Q3 Earnings Beat Estimates and Asset Cap Lift Fuels Rally

Wells Fargo Soars: Q3 Earnings Beat Estimates and Asset Cap Lift Fuels Rally

Record Q3 Earnings and Guidance Wells Fargo’s third-quarter results, released Oct. 14, topped forecasts and energized its outlook. The bank reported $5.59 billion net income (versus $5.11 billion a year ago) on revenue of about $21.4 billionreuters.com. Earnings per share of $1.66 handily beat analysts’ $1.53 forecastreuters.com. CEO Charlie Scharf highlighted that Wells saw the highest quarterly loan growth in over three years, saying “we grew our balance sheet… Credit performance was strong”reuters.com. With strong results, Wells raised its target for return on tangible common equity (ROTCE) to 17–18%, up from a previous ~15% goalreuters.comreuters.com. The bank’s profitability benefited from higher net interest
14 October 2025
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Stock Market Today

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 07.02.2026

7 February 2026
LIVEMarkets rolling coverageStarted: February 7, 2026, 12:00 AM ESTUpdated: February 7, 2026, 12:46 AM EST Sensex and Nifty Bounce Back Amid IT Sector Weakness, Eyes on US-India Trade Deal February 7, 2026, 12:46 AM EST. India's Sensex rose 0.3% to 83,580.40 and Nifty gained 0.2% to 25,693.7 on Friday, recovering from early losses. The Nifty IT index dropped 1.5%, extending a weekly fall of 5%, pressured by a global tech sell-off linked to rising AI spending and competition. Foreign investors bought equities worth ₹1,951 crore, while domestic institutions sold ₹1,265 crore. The market is cautiously awaiting details of the US-India
Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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