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.

Cloud Titans Unleash AI Alliances and Mega-Deals – July 23–24, 2025 Cloud News Roundup

Applied Digital Corporation (APLD) — The Small‐Cap Stock Chasing a Generative‑AI Gold Rush (Oct 2 2025)

Key Facts and Takeaways (Oct 2 2025) Stock Performance and Trading Activity (late Sept – early Oct 2025) The following table summarises key trading statistics from APLD’s investor‑relations historical data page for the week leading up to 2 Oct 2025 (prices in USD): Date Open High Low Close Daily change & notes Volume 2 Oct 2025 (Thu) 26.35 27.41 26.25 27.33 Stock hit a new multi‑month high; closed up ~9% from previous dayir.applieddigital.com. (Volume not reported on IR page) 1 Oct 2025 (Wed) 22.83 25.05 22.30 25.00 Share price surged 8.98%, reflecting optimism over an imminent hyperscaler agreementir.applieddigital.com and coverage by StocksToTrade stockstotrade.com. 23.68 M sharesir.applieddigital.com 30 Sep 2025 (Tue) 22.50 23.55 22.07
2 October 2025
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AI Capex Boom at the Crossroads: Are the Hyperscalers Running into Trouble?

AI Capex Boom at the Crossroads: Are the Hyperscalers Running into Trouble?

Report The Seventh Inning of the AI Capex Boom The gen‑AI capex boom has been one of the most powerful drivers of the post‑pandemic bull market. Hyperscale cloud providers—Amazon, Microsoft, Alphabet, Meta and newer players such as CoreWeave—have poured hundreds of billions of dollars into data centres, GPUs and networking equipment to support explosive demand for generative‑AI workloads. This spending has turned AI into what one blogger called “the thing that is eating the economy,” with some analyses showing AI investment adding more to U.S. GDP than consumer spending awealthofcommonsense.com. Yet Morgan Stanley believes this party is maturing. In a note
2 October 2025
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Fair Isaac Corp’s 2025 Surge: How a Direct‑to‑Lender Move Disrupted Credit Bureaus and Re‑Energized FICO Stock

Fair Isaac Corp’s 2025 Surge: How a Direct‑to‑Lender Move Disrupted Credit Bureaus and Re‑Energized FICO Stock

Key Facts (as of 2 Oct 2025) FICO Stock Performance (up to 2 Oct 2025) Recent price and volatility. FICO’s closing price of $1,512.71 on 1 Oct 2025 marks its last recorded trading session before the news. This figure is well below the all‑time high of about $2,382 recorded in November 2024 but still above the 52‑week low of $1,300 macrotrends.net. The company’s 50‑day moving average was $1,464.77 and the 200‑day moving average $1,703.46 marketbeat.com, suggesting shares had been consolidating after a sharp decline. Impact of direct licensing announcement. On 2 Oct 2025 FICO announced a groundbreaking Mortgage Direct License Program allowing lenders to obtain credit scores directly rather
2 October 2025
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MicroStrategy (MSTR) on Oct. 2 2025: Why the Bitcoin Treasury King Keeps Making Headlines

MicroStrategy (MSTR) on Oct. 2 2025: Why the Bitcoin Treasury King Keeps Making Headlines

Key Facts Summary Factor Details Stock price (Oct. 1 close / Oct. 2 pre‑market) MicroStrategy stock (now branded Strategy) closed at $338.41 on Oct. 1 2025 and was trading around $348.33 pre‑market on Oct. 2 stockanalysis.com. Market capitalisation & fundamentals Market cap ~$97 B; trailing‑12‑month revenue $462 M and net income $4.73 B stockanalysis.com. Analysts’ stance 12 analysts rated MSTR a strong buy in Oct. 2025 with an average 12‑month price target of $495.17 (~46% upside) stockanalysis.com. Bitcoin holdings (Sept. 29 2025) Strategy held 640,031 bitcoins with an average cost of $66,384 per BTC and a total cost basis of $33.139 B bitbo.io. Recent purchases include 196 BTC on Sept. 29 and 850 BTC on
2 October 2025
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2025’s Best Electric Car Revealed – The EV That Dominates in Range, Performance & Value

Tesla’s Surprise Q3 2025 Delivery Surge: How a Tax‑Credit Rush Made EV History and Shook Up the Competition

Tesla’s Q3 2025 Performance in Context Production and Deliveries The Q3 2025 delivery report shows a dramatic turnaround for Tesla. After declining deliveries in Q1 (336,681 vehicles) and Q2 (384,122) nasdaq.com, the company delivered 497,099 vehicles, smashing its prior record of roughly 463,000 from Q3 2024 businesswire.com. Tesla produced 447,450 vehicles, meaning it drew down inventory by more than 49,000 units and reduced days‑supply. This reversal indicates Tesla intentionally built up inventory in previous quarters to prepare for the end‑of‑quarter tax‑credit rush. Notably, only 2 % of Q3 deliveries were under operating leases businesswire.com, suggesting most customers purchased outright or financed through loans. Model‑Level
2 October 2025
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Capital One Savers Cheated Out of Billions – $425M Settlement Payout Deadline Fast Approaching

Deadline Looms: Capital One’s $425 Million Settlement Could Put Cash Back in Your Pocket—Here’s What You Need to Know

In‑depth report In January 2025, the Consumer Financial Protection Bureau accused Capital One of luring savers with promises of “high interest” returns on its 360 Savings account while quietly freezing that rate at 0.3%. The bureau said the bank simultaneously rolled out a 360 Performance Savings account with the same terms and conditions but far better returns—up to 4.3% during the Federal Reserve’s rapid rate hikes eu.usatoday.com. According to the CFPB, Capital One did not notify existing customers about the higher‑earning product and kept them in the dark about the rate differential masslive.com. The bureau’s director, Rohit Chopra, alleged that the practice “cheated families out of billions
2 October 2025
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Rising Short Interest and Record Distributions: Inside John Hancock’s Fundamental All Cap Core ETF & Closed‑End Fund Payout Boom

Rising Short Interest and Record Distributions: Inside John Hancock’s Fundamental All Cap Core ETF & Closed‑End Fund Payout Boom

Background: John Hancock’s Active ETF Experiment John Hancock Investment Management, the asset‑management arm of Manulife, is known for its multi‑manager approach. On 2 November 2023 the firm expanded its ETF lineup by launching two actively managed funds, including the Fundamental All Cap Core ETF (JHAC). According to John Hancock, JHAC is its first semi‑transparent ETF: it publishes a tracking basket of securities rather than disclosing full holdings daily, allowing managers to hide proprietary strategies and reduce front‑running risk johnhancock.com. The fund is managed by Emory W. (Sandy) Sanders Jr., CFA and Jonathan T. White, CFA, co‑leaders of the U.S. Core Value Equity Team at Manulife Investment Management johnhancock.com. Their mandate is
2 October 2025
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Occidental Petroleum’s Big Deal with Berkshire & What’s Ahead: Stock Performance, News and Analysts’ View (October 2 2025)

Occidental Petroleum’s Big Deal with Berkshire & What’s Ahead: Stock Performance, News and Analysts’ View (October 2 2025)

Stock Performance and Market Trends Current stock price and recent trend Occidental’s stock closed at ≈US$47.72 on 1 Oct 2025, slightly down from US$48.10 at the start of the week (29 Sept) occidentalpetroleum.gcs-web.com. Within this period, daily volume ranged between roughly six and eight million shares, showing moderate trading interest occidentalpetroleum.gcs-web.com. Over the past month, OXY has traded in the mid‑40s to upper‑40s, reflecting volatility driven by oil price swings and speculation about the OxyChem sale. For context, the stock’s 52‑week high is US$56.49 and the low US$34.78 benzinga.com. The one‑month performance is essentially flat to modestly negative as the market digested the prospective
2 October 2025
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iOS 26.0.1: Has Apple Finally Fixed the iPhone 17 Headaches? Everything You Need to Know

iOS 26.0.1: Has Apple Finally Fixed the iPhone 17 Headaches? Everything You Need to Know

Introduction The release of iOS 26 this autumn marked Apple’s most ambitious iPhone software overhaul since iOS 16. It introduced the new “Liquid Glass” interface, system‑wide customisation, improved widgets and the first wave of on‑device generative AI features collectively branded as Apple Intelligence. Unfortunately, the debut was marred by reports of buggy behaviour on the new iPhone 17 series—intermittent Wi‑Fi and cellular drop‑outs, camera glitches, blank icons and even Face ID failures. In response, Apple rushed out iOS 26.0.1, a minor update that aims to steady the ship while users await the more substantial iOS 26.1. This article examines what the patch addresses, which problems persist,
2 October 2025
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Nebius Group Stock Soars on Microsoft AI Deal, $3B Funding Plan & Analyses: What You Need to Know on 2 October 2025

Nebius Group Stock Soars on Microsoft AI Deal, $3B Funding Plan & Analyses: What You Need to Know on 2 October 2025

In‑Depth Report Background and Business Model Nebius Group N.V., formerly part of the Russian internet company Yandex, rebranded and listed on Nasdaq in October 2024. The company positions itself as a “neo‑cloud” provider offering AI‑native cloud infrastructure built on Nvidia GPUs. Unlike traditional infrastructure‑as‑a‑service vendors, Nebius combines GPU compute with managed services like Kubernetes, PostgreSQL and data‑processing tools, allowing developers to build AI models more easily nasdaq.com. It operates a Finnish data centre, leases colocation facilities in Missouri, France and Iceland, and is constructing a new campus in New Jersey while negotiating a UK colocation deal nasdaq.com. Nvidia owns about
2 October 2025
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Nebius (NBIS) Stock Rockets on $17B Microsoft AI Deal – Explosive Growth & Outlook Revealed

Biotech Boom: NBIS Surges After Microsoft‑NeoCloud AI Deal – Is a New Bull Market Ahead?

Understanding the Nasdaq Biotechnology Index (NBIS) The Nasdaq Biotechnology Index (ticker NBIS on some platforms, also known as NBI) tracks companies listed on the Nasdaq Stock Market that are classified as biotechnology or pharmaceutical businesses. The index is modified‑capitalisation weighted, meaning larger companies carry more influence but weightings are capped to enhance diversification. It started with a base value of 200 in 1993 and currently contains around 251 components indexes.nasdaqomx.com. The index is widely followed because it provides a benchmark for biotech investors and is the basis for several exchange‑traded funds. Current Performance (2 October 2025) Metric Value Context Last close (Oct 2 2025)
2 October 2025
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Siemens Energy Hits Record Highs as Analysts Boost Targets: How AI, Grid Demand and a Wind Turnaround Drive the Stock Rally

Siemens Energy Hits Record Highs as Analysts Boost Targets: How AI, Grid Demand and a Wind Turnaround Drive the Stock Rally

In‑depth report Background and recent share‑price rally Siemens Energy AG emerged in 2020 from the spin‑off of Siemens’ Gas and Power division. The company is headquartered in Munich and operates four main segments—Gas Services, Grid Technologies, Transformation of Industry (decarbonising industrial processes) and Wind Power (Siemens Gamesa). In FY 2024 Siemens Energy generated €34.5 billion in revenue, with operating income of €2.125 billion and net income of €1.335 billion en.wikipedia.org. The group employed roughly 102,000 people in 2025 en.wikipedia.org. The stock’s trajectory over the past two years has been dramatic. After quality problems at the wind‑turbine unit caused a 35 % share‑price collapse in June 2023, the company launched
2 October 2025
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Stock Market Today

Pfizer stock price rises into weekend as FDA priority review, TrumpRx discounts grab focus

Pfizer stock price rises into weekend as FDA priority review, TrumpRx discounts grab focus

7 February 2026
New York, February 7, 2026, 05:48 EST — Market closed Pfizer Inc (PFE) shares ended Friday up 2.8% at $27.22, after trading between $26.52 and $27.37. About 50.7 million shares changed hands. (Yahoo Finance) The stock’s late-week lift comes with a key regulatory clock running: the FDA granted priority review for Pfizer’s supplemental filing to broaden use of its hemophilia drug Hympavzi, with a target decision deadline in the second quarter. Priority review shortens the agency’s standard review timeline by four months. “There is a significant medical need for younger patients with hemophilia and for those who have developed inhibitors,”
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