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.

Scholar Rock (SRRK) Just Hit a Regulatory Speed Bump—But the Long‑Term Muscle‑Building Story Still Has Legs

Scholar Rock (SRRK) Just Hit a Regulatory Speed Bump—But the Long‑Term Muscle‑Building Story Still Has Legs

Key facts (as of September 26, 2025) What happened this week (Sept. 23–26) Company snapshot & pipeline Scholar Rock is a late‑stage biotech developing apitegromab, a selective antibody that blocks latent myostatin activation to build/maintain skeletal muscle. Pipeline also includes SRK‑181 (anti‑latent TGF‑β1, oncology; Phase 1) and SRK‑439 (next‑gen anti‑latent myostatin; IND planned for 2H25). Scholar Rock+1 The SMA evidence base: apitegromab’s pivotal data The obesity tie‑in: preserving muscle on GLP‑1s What the CRL really means Expert view: “[We] expect the issue to be resolved in under three months,” said BMO’s Evan Seigerman, framing the CRL as a timetable hiccup rather than a thesis break. Reuters Financial position & runway Street consensus, targets & short
26 September 2025
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Mirion Technologies (MIR) Surges on $585 Million Nuclear Deal – What Investors Need to Know

Mirion Technologies (MIR) Surges on $585 Million Nuclear Deal – What Investors Need to Know

A Nuclear Tech Stock on the Rise Mirion Technologies – a leader in radiation detection and measurement for the nuclear energy and medical sectors – has been making headlines with its stock price and strategic moves nasdaq.com. The Atlanta-based company’s shares have surged in 2025, vastly outperforming the broader market. This past week, Mirion’s stock rallied to fresh highs, buoyed by a flurry of positive news. On September 26, the stock opened nearly 7% higher (gapping up from a $21.43 prior close to $22.91) and continued climbing on heavy volume marketbeat.com. It finished the day around $23.7 – capping an ~11%
26 September 2025
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China’s Antimony Crackdown Just Supercharged This U.S. Miner: Why Perpetua Resources (PPTA) Popped Today — And What Could Come Next (Sept 26, 2025)

China’s Antimony Crackdown Just Supercharged This U.S. Miner: Why Perpetua Resources (PPTA) Popped Today — And What Could Come Next (Sept 26, 2025)

Key facts (as of Sept 26, 2025) What moved PPTA today Reuters reported that Perpetua is negotiating with Glencore, Trafigura, Clarios and Sunshine Silver to refine antimony inside the U.S., a critical step because the company plans to mine but not refine the metal. Management expects to seek proposals within weeks and choose a partner by year‑end. CEO Jon Cherry said: “We are encouraged by emerging opportunities to expand domestic mineral processing capacity in America and intend to make well‑informed, market‑based decisions when selecting a partner.”  Reuters Perpetua also formally unveiled an RFP for the commercial downstream antimony processing path today, emphasizing that the RFP is separate from its U.S. Army–funded effort to secure mil‑spec antimony trisulfide under a DOTC agreement (up
26 September 2025
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Ghost of Yōtei Review Bombshell: Is PlayStation’s New Samurai Epic a Masterpiece—or Just More of the Same?

Ghost of Yōtei Review Bombshell: Is PlayStation’s New Samurai Epic a Masterpiece—or Just More of the Same?

The story critics are telling Washington Post’s Gene Park says Ghost of Yōtei “sharpens the samurai revenge formula with raw feeling,” adding that it “plays like a page‑turner.” He praises Erika Ishii’s lead turn and notes the game elevates character writing over the grand historical canvas that sometimes weighed down Tsushima. (3.5/4) The Washington Post GameSpot calls it “a gripping tale of revenge” shaped by its new protagonist, awarding a 9/10. The write‑up highlights the balance of beauty and brutality across Ezo’s wilds. GameSpot IGN’s Michael Higham lands at 8/10, calling it a “predictable but well‑executed story” with gorgeous vistas and satisfying, fluid action—not revolutionary, but a sharp distillation of the samurai fantasy. OpenCritic+1 Rolling
26 September 2025
Gold Nears $3,800, Silver Tops $46: 10 Forces Supercharging Precious Metals Today (Sept 26, 2025)

Gold Nears $3,800, Silver Tops $46: 10 Forces Supercharging Precious Metals Today (Sept 26, 2025)

Key facts (Sept 26, 2025) In‑depth report Where prices stand right now Gold firmed after August PCE landed near consensus, reinforcing odds of further Fed easing. Spot gold traded near $3,778/oz by 1:30 p.m. ET; December futures settled around $3,809. Silver gained to ~$46.4/oz, a 14‑year high. Reuters “Monthly PCE data is in line… Nothing from this data will prevent the Fed from carrying on with another cautious rate cut at the October meeting,” said Tai Wong. Reuters What moved metals this week (Sept 22–26) Macro backdrop: rates, inflation and tariffs The core PCE inflation gauge is running around 2.9% y/y, close to expectations and below 2022 peaks, keeping alive the case for additional Fed “risk‑management” cuts. Market‑implied odds show ~88% probability of
26 September 2025
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Spectrum Meltdown Freezes North Texas: Thousands Offline in Dallas—What Happened, How It Compares, and How to Stay Online

Spectrum Meltdown Freezes North Texas: Thousands Offline in Dallas—What Happened, How It Compares, and How to Stay Online

What we know now Scale and geography. By mid‑afternoon Friday, outage trackers showed tens of thousands of reports tied to Spectrum—nearly 25,000 in Dallas alone—suggesting a broad service hit across the metro area. Local reporting cited Dallas, Plano and Frisco as the most-affected cities, while some tracker chatter pointed to additional states seeing issues.  Dallas News Timeline. User reports ramped up and peaked around 2:45 p.m. Eastern (1:45 p.m. Central) on September 26, 2025.  Hindustan Times What Spectrum said. On X (formerly Twitter), the company told customers it was aware of “an interruption of services in parts of Central and North Texas” and was working to restore service quickly.  Dallas
26 September 2025
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Electronic Arts Stock Skyrockets on $50 Billion Buyout Rumors – Latest Price & Outlook (Sept 2025)

Electronic Arts Stock Skyrockets on $50 Billion Buyout Rumors – Latest Price & Outlook (Sept 2025)

Conclusion and Outlook Electronic Arts finds itself at a pivotal moment. On one hand, the company’s fundamentals are solid – it has globally popular franchises, a growing stream of digital and recurring revenues, and a history of profitability and shareholder returns. Its stock performance has reflected that steady strength, with significant gains over the past year and hitting new records. On the other hand, the sudden buyout talks signal that outside investors see even more value (or untapped potential) in EA than the public markets have recognized. A $50 billion deal, if it comes, could reward current shareholders with a rapid
26 September 2025
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IREN Stock Today (Sept 26, 2025): AI Cloud Moonshot Meets Wall Street Reality Check—Is the Rally Just Pausing or Running Out of Fuel?

IREN Stock Today (Sept 26, 2025): AI Cloud Moonshot Meets Wall Street Reality Check—Is the Rally Just Pausing or Running Out of Fuel?

Key facts (as of 14:27 UTC, Sept 26, 2025) The story today (Sept 26, 2025) IREN shares are sharply lower after JPMorgan cut the stock to Underweight, even as it lifted its price target to $24 from $16—a call that implies sizable downside from recent levels following a torrid run. The note, summarized by multiple outlets, frames valuation as stretched relative to execution risk in high‑performance compute (HPC) build‑outs. Investing.com+1 At the same time, the AI narrative remains front and center. Industry trade press today reiterated IREN’s GPU expansion to 23k units and near‑term liquid‑cooled GB300 NVL72 deployments at its Prince George campus—details that buttress management’s push to turn spare power and real estate into
26 September 2025
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Wall Street Rebounds: PCE In‑Line, Tariff Shock, and Fed‑Cut Bets — What It All Means (Sept. 26, 2025)

Wall Street Rebounds: PCE In‑Line, Tariff Shock, and Fed‑Cut Bets — What It All Means (Sept. 26, 2025)

Key facts (today) The U.S. stock market today — what moved prices 1) The data that mattered: PCE & spendingMarkets exhaled as the Fed’s preferred inflation gauge arrived exactly as expected: headline PCE +0.3% m/m (2.7% y/y), core +0.2% m/m (2.9% y/y). Treasury yields drifted lower, with the 10‑yr near 4.18% and the 2‑yr around 3.65%, signaling relief that there was no upside shock. Futures ticked higher on the print. Reuters “This should give some reassurances on the inflation side,” said Doug Beath of Wells Fargo Investment Institute. Reuters Consumer spending stayed solid in August, adding to this week’s Q2 GDP revision to 3.8%. The resilience complicates the Fed’s job (growth strong, inflation easing only slowly)
26 September 2025
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uniQure (QURE) Stock Soars on Huntington’s Breakthrough – Key Facts & 2025 Outlook

A One‑Time Brain Gene Therapy Just Slowed Huntington’s by 75%—Is This the Turning Point Families Have Waited For?

Key facts (quick read) In‑depth report 1) Huntington’s disease, in plain English What it is. HD is a progressive brain disorder that typically begins in mid‑adulthood, causing a mix of movement (chorea, dystonia), cognitive (processing speed, executive function) and psychiatric symptoms (depression, irritability). It is uniformly fatal over years to decades. NIH Neurological Institute+1 Genetics. HD is autosomal dominant: each child of an affected parent has a 50% chance to inherit the expansion. The disease is caused by CAG repeat expansion in HTT: ≥40 repeats almost always cause disease in a normal lifespan; 36–39 have reduced penetrance; 27–35 are intermediate (no disease in the carrier but potential expansion in offspring). Anticipation—earlier onset in successive generations—occurs, especially with paternal transmission. NCBI+1
26 September 2025
Tariff Shock and Fed Jitters: Asian Markets Stumble as Rally Meets Reality

PCE Inflation Today: “Goldilocks” or Head Fake? What the 26 Sept 2025 Report Really Means for Your Wallet, the Fed, and Markets

Key facts (as of Friday, Sept. 26, 2025) The in‑depth read 1) What today’s PCE report actually said The Bureau of Economic Analysis reported that headline PCE prices rose 0.3% in August, nudging the yearly rate to 2.7%. Core PCE—the measure the Fed emphasizes—rose 0.2% on the month and held at 2.9% year‑over‑year. The monthly pace is consistent with ~2½–3% annualized inflation, not yet back to 2%, but notably not re‑accelerating. Bureau of Economic Analysis Under the hood, the same release shows nominal personal income up 0.4% and nominal consumer spending up 0.6%. After adjusting for inflation, real spending advanced ~0.4%, with goods outpacing services in August—useful context as households digest higher borrowing costs. Bureau of Economic Analysis+1 2)
26 September 2025
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Boeing Stock Soars on Mega-Orders but Faces Turbulence – Key 2025 Update

Boeing Stock Soars on Mega-Orders but Faces Turbulence – Key 2025 Update

Comprehensive Report on Boeing (BA) Stock as of September 26, 2025 Latest Stock Performance: Turbulence After a Climb After a solid run earlier in 2025, Boeing’s stock hit some turbulence in September. As of Sept 26, BA shares trade around $213–$214, roughly where they stood one month ago, but they have seesawed in between. Over the past week, the stock has been volatile yet range-bound: it opened the week near $217, dipped mid-week, and settled in the low $210s by Thursday’s close. This choppiness reflects a tug-of-war between positive news (like major aircraft orders) and lingering concerns (regulatory issues and
26 September 2025
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Stock Market Today

PepsiCo stock: €2.5 billion bond deal lands as investors size up the price-cut gamble

PepsiCo stock: €2.5 billion bond deal lands as investors size up the price-cut gamble

7 February 2026
PepsiCo priced €2.5 billion in euro notes across four maturities, with settlement set for Feb. 11, according to an SEC filing. The company plans to use proceeds for general corporate purposes, including repaying commercial paper. Shares closed at $170.49 Friday, up 1.8%. PepsiCo is also cutting U.S. snack prices by up to 15% after consumer pushback.
Walmart stock jumps to $131 as traders brace for CPI and Feb. 19 earnings

Walmart stock jumps to $131 as traders brace for CPI and Feb. 19 earnings

7 February 2026
Walmart shares rose 3.3% Friday to $131.18, up 10% since Jan. 30, as the Dow closed above 50,000 for the first time. The retailer’s market value crossed $1 trillion this week. Investors await January inflation data on Feb. 13 and Walmart’s quarterly results on Feb. 19 for signs of continued momentum.
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