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.

Lithium Americas (LAC) Soars as US Govt Takes 5% Stake – Analysts Weigh In on EV Lithium Boom

Lithium Americas (LAC) Soars on U.S. ‘White Gold’ Stake – Latest News, Stock Rally & Expert Outlook

Latest News & Recent Developments (October 2025) U.S. Government Takes a Stake: The headline news propelling Lithium Americas in early October 2025 is the U.S. Department of Energy’s decision to take equity stakes in the company and its flagship project. On Oct 1, LAC announced a non-binding deal in principle with the DOE and GM to draw an initial $435 million from a previously approved federal loanlithiumamericas.comlithiumamericas.com. In return, the DOE will receive warrants for 5% of Lithium Americas’ common shares (exercisable at $0.01) and a 5% non-voting interest in the Thacker Pass JV on similar termslithiumamericas.com. This effectively gives the U.S.
6 October 2025
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MicroStrategy (MSTR) on Oct. 2 2025: Why the Bitcoin Treasury King Keeps Making Headlines

MicroStrategy (MSTR) Skyrockets as Bitcoin Breaks $120K – Inside the Bold $70B Bitcoin Bet

MSTR Stock Rallies on Bitcoin’s “Uptober” Boom MicroStrategy’s stock price has been on a tear alongside the latest Bitcoin rally. On October 1, 2025, MSTR leapt about 6% intraday after the U.S. Treasury clarified that unrealized crypto gains will be excluded from the new 15% corporate minimum tax, meaning MicroStrategy won’t owe extra tax on its paper Bitcoin profitsts2.techts2.tech. This tax relief news – which removed a major overhang for crypto-heavy firms – sent the stock from roughly $322 to $343, and momentum carried through the week. By the close of Oct. 2, MSTR was at $352.33, and by mid-day
6 October 2025
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Marvell Technology (MRVL) Surges on AI Boom – Latest Stock Price, Major News & 2025 Outlook

Marvell Technology (MRVL) Surges on AI Boom – Latest Stock Price, Major News & 2025 Outlook

Stock Price & Recent Performance (Oct 2025) Marvell’s stock has experienced high volatility in 2025, mirroring the boom-bust swings of AI-related stocks. After nearly tripling in 2023 on AI enthusiasm, MRVL hit a record $127.48 in January 2025, then slumped by about one-third amid macroeconomic worries and a cautious outlook from managementfinancialcontent.com. As of October 6, 2025, the stock trades around $86 per share – roughly the same level it began the week, and up about 17% from a year agofinancialcontent.com. Year-to-date, though, Marvell remains down ~22% in 2025financialcontent.com, reflecting the sharp correction earlier in the year. Recent days: In
6 October 2025
Marathon Digital Rides “Uptober” Bitcoin Boom – Stock Soars as Miner Hoards BTC and Eyes Bold 2025 Targets

Marathon Digital Rides “Uptober” Bitcoin Boom – Stock Soars as Miner Hoards BTC and Eyes Bold 2025 Targets

Bitcoin “Uptober” Powers Marathon’s Stock Surge October 2025 finds Marathon Digital Holdings riding high on a wave of Bitcoin enthusiasm. In the first week of October, Bitcoin’s price blasted past $120,000 – approaching its all-time highs – in what crypto traders dub an “Uptober” rally. As a high-beta proxy for Bitcoin, Marathon’s stock (NASDAQ:MARA) has been quick to amplify these gains. The shares jumped about 16–17% in late September alone as Bitcoin spiked toward $124Kts2.tech. This momentum continued into early October, with MARA hovering around $18–$19 per share (roughly a $7 billion market valuation)theminermag.com. Investors see Marathon as a liquid, stock-market
6 October 2025
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AI Models Are Scheming – Inside OpenAI’s Plan to Stop Deceptive AI Behavior

OpenAI’s Mega AMD Deal: How a 6‑Gigawatt AI Chip Alliance Could Reshape the Arms Race

Background: Why OpenAI Needed More Silicon OpenAI’s mission to build artificial general intelligence (AGI) has become a capital‑intensive arms race. Training and running models like GPT‑5 or the video‑generating Sora require vast amounts of electricity and parallel compute. In March 2025, OpenAI’s CEO Sam Altman unveiled a plan for Stargate, a U.S.‑based supercomputer project initially expected to cost $100 billion and deliver one gigawatt of computing capacity by late 2026. Since then, OpenAI has pursued multiple hardware partnerships, including deals with Nvidia, Broadcom, Oracle, and now AMD, to ensure that capacity is not constrained by a single supplierreuters.com. The AMD alliance marks a strategic
6 October 2025
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Micron’s AI-Fueled Q4 2025 Earnings Shatter Expectations, Stock Soars to New Highs

Micron’s AI-Fueled Surge: Record Highs, Bold Forecasts, and What’s Next for MU in 2025

Stock Performance Soars in 2025 Micron’s stock has been on a tear in 2025, far outpacing the broader market. As of early October, MU shares have climbed over 90% year-to-date (including an eye-popping 40% surge in September alone)ts2.tech. The stock recently notched a fresh all-time high, touching $191.85 before pulling back slightlymarketbeat.com. By October 6, Micron was trading in the upper $180s – nearly double its price at the start of the yearts2.tech. This rally vastly exceeds the gains of major indices. It comes amid a broader tech rebound, but even within the red-hot semiconductor space Micron has been a
6 October 2025
IBM Stock Soars on Quantum Breakthrough and AI Revival – Key Updates (Sept 25, 2025)

IBM’s AI Revolution Sends Stock Soaring as Big Blue Takes on Tech Giants

Stock Performance: Riding High into October IBM’s stock has been on a steady upswing and enters October 2025 trading near its highest levels in years. The stock closed at $288.37 on Friday, Oct 3markets.financialcontent.com, essentially flat to slightly up over the past few days. It’s hovering just shy of its 52-week peak (around $296) after a late-September jump. In fact, IBM briefly hit an intraday high near $296 in late September when news of a quantum computing breakthrough with HSBC sparked a rally of over 5% in a single dayts2.tech. As of the first week of October, shares are within ~3%
6 October 2025
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UiPath’s AI Gold Rush: OpenAI, NVIDIA & Google Deals Ignite PATH’s Stock Rally

UiPath (PATH) Stock Soars on AI Deals and Strong Earnings – 2025 Update

UiPath Inc.’s emphasis on new AI partnerships and products has fueled a stock rally in late 2025. Financial Performance at a Glance (Q2 FY2026) To contextualize UiPath’s recent performance, below is a summary of key financial metrics for the quarter ended July 31, 2025 (Q2 FY2026), compared to the prior year’s quarter where available: Metric Q2 FY2026 (Jul 2025) YoY Change Revenue $362 millionts2.tech +14%ts2.tech Annual Recurring Revenue $1.723 billionts2.tech +11%ts2.tech GAAP Net Income $1.6 millionsiliconangle.com Up from -$86.1 Msiliconangle.com Non-GAAP EPS $0.15 (beat by +$0.07)marketbeat.commarketbeat.com Prior year $0.04marketbeat.com Free Cash Flow $45 millionts2.tech n/a (positive vs year-ago) Dollar-Based Net Retention 108%ts2.tech Slight decline (past ~110+%) Customers
6 October 2025
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NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Nvidia’s AI Juggernaut: What You Need to Know About NVDA After the $100 Billion OpenAI Deal and Its Record Rally (Oct 2025)

Recent News (Late Sept – Oct 6 2025) AMD–OpenAI Partnership Challenges Nvidia’s Dominance Reuters and technology outlets reported on Oct 6 that AMD signed a multi‑year deal to supply hundreds of thousands of AI GPUs (6 GW) to OpenAI. The deal gives OpenAI an option to buy up to 10 % of AMD. AMD expects tens of billions of dollars annually from the partnership and more than $100 billion of revenue over four yearsreuters.com. TweakTown added that the contract uses milestone‑based stock vesting, with the first gigawatt of GPUs arriving in the second half of 2026tweaktown.com. The announcement came less than two weeks after Nvidia pledged to invest
6 October 2025
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White House’s Shocking 10% Intel Stake Plan Shakes the Tech World

Intel Corporation (INTC) – Oct 6 2025: A Tumultuous Rally, Government Stake and New Hope in AI Chips

Intel Corporation (INTC) has been one of 2025’s most talked‑about semiconductor stocks. After years of delays and sliding market share, the 2025 rally has been driven by a combination of massive government and corporate investments, rumours of new strategic customers, and hope that a leaner, AI‑focused Intel can eventually compete with rivals. INTC finished Oct 3 2025 at $36.73, near its 52‑week high of $38.08finance.yahoo.comfinance.yahoo.com, representing a year‑to‑date gain of roughly 70 %. Investor enthusiasm stems from the U.S. government converting CHIPS Act subsidies into a ~10 % equity stake, Nvidia’s US$5 billion investment, rumours of an AMD foundry deal and potential Apple support, and
6 October 2025
Big Pharma’s Billion-Dollar Bet: Inside Eli Lilly’s $5B Virginia Factory and America’s New Drug Manufacturing Boom

Eli Lilly Stock Rockets on GLP‑1 Boom and New Approvals: Is LLY the Next Trillion‑Dollar Pharma Titan?

In‑Depth Report Introduction Eli Lilly and Company (NYSE: LLY) has become the poster‑child for the emerging class of GLP‑1‑based obesity and diabetes therapies. Its injectable tirzepatide products Mounjaro (for type 2 diabetes) and Zepbound (for chronic weight management) have delivered explosive growth, propelling the company’s market capitalization into the high‑hundred‑billion range. On 6 Oct 2025, LLY traded around $840, close to its all‑time highsmarketbeat.com. The company’s pivot toward metabolic and neurodegenerative diseases, combined with an aggressive manufacturing expansion, has made it one of the most closely watched stocks on Wall Street. Stock Performance and Valuation After an extraordinary rally in late September 2025, LLY opened at
6 October 2025
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Stock Market Today

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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