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.

SMCI Stock Soars After Rebound: What Investors Need to Know in October 2025

SMCI Stock Soars After Rebound: What Investors Need to Know in October 2025

Key Facts About SMCI (Super Micro Computer, Inc.) Stock Stock Performance on 1 October 2025 Super Micro Computer, Inc. (SMCI), a leading provider of high‑performance server and storage systems, has experienced significant volatility in 2025. On 1 Oct 2025 the stock closed at $52.39, up almost 10 % from the prior session after breaking above its 50‑day SMA fxleaders.com. MarketChameleon reported that approximately 45.58 million shares changed hands that day marketchameleon.com—a high volume that reflected renewed investor interest following weeks of selling pressure. Despite this rebound, the share price remained below the three‑year high of $66.44 and above the $17.25 low reached earlier in the period marketchameleon.com. SMCI’s beta
1 October 2025
ACM Research (ACMR) at October 1 2025: Surging Backlog, Index Inclusion and a Market Shake‑up—What’s Next for the Semiconductor Equipment Innovator?

ACM Research (ACMR) at October 1 2025: Surging Backlog, Index Inclusion and a Market Shake‑up—What’s Next for the Semiconductor Equipment Innovator?

October 1 2025 snapshot, updated: 3:00 PM EDT Latest News and Developments Surge in Backlog & Strong Demand On Sept 29 2025 ACM Research (Shanghai) announced that its backlog reached RMB 9.07 billion (US$1.27 billion), representing a 34.1 % increase from a year earlier nasdaq.com. Backlog comprises shipped tools that have not yet met revenue‑recognition criteria and orders scheduled for future delivery. The surge underscores continued strong demand from Chinese semiconductor fabs and suggests revenue visibility well into 2026. Capital Raise & Dilution In August 2025 ACM Research (Shanghai) completed a private offering of 38.6 million ordinary shares at ¥116.11 per share, raising net proceeds of ¥4.4 billion (~US$624 million) stocktitan.net. The
1 October 2025
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Natural Gas Prices Soar: Will America’s Energy Boom Fuel a New Price Spike in 2026?

Natural Gas Prices Soar: Will America’s Energy Boom Fuel a New Price Spike in 2026?

Key Facts (October 1 2025 snapshot, updated: 3:00 PM EDT) Current Prices and Recent Trends Natural‑gas markets entered October 2025 on an upswing. U.S. futures rallied to about $3.47/MMBtu, a level not seen since mid‑July, reflecting supply tightness and shifting expectations tradingeconomics.com. The Lower‑48 output declined to about 107.4 bcf/d, down roughly 1 bcf/d from August, while robust storage injections kept inventories 6 % above the five‑year average tradingeconomics.com. This combination of lower production and relatively full storage suggested that producers were moderating output in response to weak summer prices but may need to increase supply if winter demand spikes. Demand conditions also contributed to the
1 October 2025
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Undervalued Oil Explorer Ready to Erupt? Why Pharos Energy’s New Egyptian Deal and Rising Production Could Trigger a Massive Share‑Price Surge! /updated: 3:00 PM EDT/

Undervalued Oil Explorer Ready to Erupt? Why Pharos Energy’s New Egyptian Deal and Rising Production Could Trigger a Massive Share‑Price Surge! /updated: 3:00 PM EDT/

🔍 Quick Facts about Pharos Energy (formerly SoCo International) 🏢 Company Overview and Recent Performance History & Business Model Pharos Energy plc (formerly SoCo International) is a London‑listed upstream oil and gas firm. It sold its African assets and rebranded in 2019 after focusing on Vietnam’s offshore Block 16‑1 (Te Giac Trang – “TGT” – field) and Egypt’s onshore El Fayum and North Beni Suef concessions. The company’s strategy is to use cash flows from Vietnam to fund organic growth in Egypt and pursue sustainable dividends. The TGT field has multi‑well platforms and a floating production/storage vessel. In Egypt, Pharos operates through joint ventures
1 October 2025
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MainStreet Bancshares (MNSB): Small Bank, Big Moves — Why Investors Are Buzzing /updated: 3:00 PM EDT/

MainStreet Bancshares (MNSB): Small Bank, Big Moves — Why Investors Are Buzzing /updated: 3:00 PM EDT/

Company Overview MainStreet Bancshares, Inc. is a Virginia-based financial holding company that owns MainStreet Bank, a business-focused community bank. As a branch-lite bank, MainStreet operates only six full-service offices (in Fairfax, Herndon, McLean, Leesburg, Clarendon, and Washington D.C.), but supplements its reach with 55,000 free ATMs and comprehensive online/mobile banking ir.mstreetbank.com ir.mstreetbank.com. Its primary customers are small to mid-sized businesses, professionals, and retail consumers in the D.C. metropolitan area reuters.com. MainStreet’s product line includes a full suite of retail and commercial banking services reuters.com. For individuals and businesses it offers checking accounts (regular and interest-bearing), savings accounts, money-market accounts, and certificates of deposit
1 October 2025
Fluence Energy (FLNC) Skyrockets on Mega Battery Deal – Inside the Rally and What’s Next

Fluence Energy (FLNC) Skyrockets on AI Hype and Storage Deals – Can the Rally Last? /updated: 3:00 PM EDT/

Stock Performance and Valuation FLNC has been highly volatile. After collapsing to ~$4 in early 2025 on revenue misses and short-seller claims, the stock exploded in mid-Sep. News of major BESS contracts (e.g. Ukraine, Poland) and AI-driven grid demand speculation (e.g. data center needs) fueled a ~70–80% rally into early Oct insidermonkey.com marketbeat.com. On Oct 1 it closed ~$12, up ~11% that day on ~3.7M shares (vs. avg ~5M) investing.com marketbeat.com. FLNC now trades well above its 50-day (~$8.3) and 200-day (~$6.4) moving averages marketbeat.com, and recent RSI/MACD indicators (not shown) suggest overbought conditions. Despite the surge, analyst targets remain
1 October 2025
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AES Corp Stock Skyrockets as BlackRock Nears $38B Takeover – What Investors Need to Know /updated: 3:00 PM EDT/

AES Corp Stock Skyrockets as BlackRock Nears $38B Takeover – What Investors Need to Know /updated: 3:00 PM EDT/

Stock Price & Recent Trading AES shares have rallied sharply in late September. As of Oct 1 the stock was around $15.3 – up over 15% on the day reuters.com. This was the largest single-day jump in nearly a year, triggered by takeover rumors. Trading volume spiked; Reuters notes AES was “boosting the S&P 500 utilities sector” as investors flocked in reuters.com. Before this move, AES had been in a year-long slump (down ~30% from last year’s high), but a minor rebound in recent weeks was dramatically accelerated by the BlackRock/GIP news. Over the last few days (Sept 28–Oct 1) the stock gyrated on deal speculation:
1 October 2025
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Rick Perry’s $15B Data Center Dream Goes Public in AI Gold Rush

Rick Perry’s $15B Data Center Dream Goes Public in AI Gold Rush

The AI Data Center Gold Rush As artificial intelligence usage explodes, so do the needs for massive data centers and the electricity to run them. Modern AI workloads (think training large language models) consume enormous power, straining local grids. Indeed, global data-center electricity use – about 1.5% of today’s power – is projected to double by 2030 driven by AI demand nature.com. This creates a premium for companies that can offer co-located compute and guaranteed power. New “AI factories” are on the rise: big tech firms and startups alike are building hyperscale facilities and even investing in their own power plants (for example,
1 October 2025
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XRP’s Rollercoaster Week: Legal Triumph, ETF Mania & Wild Price Swings (Sept 26, 2025)

XRP Price Explodes: SEC Clears Path, Ripple CTO Quits – Is $50 Next?

Legal & Regulatory: The SEC’s no-action letter (Sept. 30, 2025) clears the way for institutional custody of XRP watcher.guru sec.gov. This came in a package of rulings on crypto custody released by the SEC’s investment-management division. In practice, qualified crypto custodians (licensed “state trust” banks) can be used just like traditional banks to hold client crypto assets sec.gov. Crypto.news notes that with custodians like Coinbase and BitGo authorized to store XRP watcher.guru, a major legal uncertainty for institutional investors is resolved. Meanwhile, the residual Ripple v. SEC litigation risk ended in August 2025 (the two parties agreed to dismiss appeals hklaw.com). The SEC
1 October 2025
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QuantumScape 2025: Latest News, Solid-State Battery Breakthroughs, Financials & Outlook (June 27th, 2025)

QuantumScape Shares Soar on Corning Deal – Is Solid-State Battery Tech Finally Taking Off?

Stock Performance and Recent Price Action QuantumScape’s stock has been on a tear in 2025. It traded near $3.40 a year ago and hit its recent high of $15.03 reuters.com. On Oct 1, 2025 the stock opened around $12.30 and jumped as high as ~$14.63 intraday tokenist.com tokenist.com. By mid-morning trading it was ~$14.36 (about +16.6% on the day) tokenist.com, and it ultimately closed at $13.91 on heavy volume marketbeat.com. Reuters reports a mid-day price of $14.23 (a 15.5% gain) as of Oct 1 reuters.com, reflecting this surge. For context, QS’s 52-week low was $3.40 and 52-week high $15.03 reuters.com. Year-to-date the
1 October 2025
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Nike Stock Skyrockets After Earnings Beat – Experts Weigh In

Nike Inc (NKE) Stock Soars 5.7% on Oct 1, 2025: Tariff Headwinds, Turnaround & Analyst Buzz

1. Stock Performance (Oct. 1, 2025) Nike stock rallied sharply on Oct. 1 after its Q1 results. Shares jumped 5.7% intraday, closing around $73.70 marketbeat.com. This surge far outpaced the broad market: the S&P 500 was up only ~0.5% that day (and is up ~13% YTD reuters.com). The rally coincided with an earnings beat and upbeat guidance. Trading volume (~25.2 million shares) was about 50% above normal marketbeat.com marketbeat.com, indicating heavy institutional buying. Year-to-date, Nike’s stock is roughly flat (–2.7%) marketbeat.com, contrasting with gains in the overall market. (By comparison, the S&P 500 has climbed to record highs around 6,700.) Technically, NKE remains below
1 October 2025
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Big Pharma’s Billion-Dollar Bet: Inside Eli Lilly’s $5B Virginia Factory and America’s New Drug Manufacturing Boom

Eli Lilly Stock Surges on Obesity-Drug Boom – Is $1,000 Next?

Stock Market Performance In early October 2025, Eli Lilly (NYSE: LLY) stock leapt upward. After closing around $726 on Sept. 29 and ~$763 on Sept. 30 nasdaq.com, it spiked to about $832 intraday on Oct. 1. Trading volumes were well above average on that run. Financial media noted a flurry of bullish option trades and news-driven optimism: a major study found that GLP-1 weight-loss drugs (like Lilly’s Mounjaro) may significantly reduce Alzheimer’s risk fiercepharma.com, feeding excitement about Lilly’s broad pipeline. Tip-rank and investing sites attributed the rally to strong earnings, insider buying, and renewed interest in Lilly’s obesity/Alzheimer’s franchise tipranks.com fiercepharma.com. Overall, LLY’s
1 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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