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.

Rate Cut Fever, Crypto Records & Tariff Turmoil: August 2025’s Global Business Bombshells

Europe’s First DC Power Bridge to Africa + Fresh €55m for Tunisian SMEs: What Italy–Tunisia’s ELMED Cable and New Credit Line Mean for Growth, Jobs and Energy Prices

Key facts (what’s new & why it matters) The in‑depth report 1) What just happened? Prysmian’s award signals ELMED has moved from paperwork to execution. The regulated disclosure shows Prysmian and the TSOs finalized the tender, with a conditional contract that “could reach a value of around €460 million.” It confirms the Partanna–Mlaabi route and details installation with the Monna Lisa vessel. emarketstorage.it Two days earlier, von der Leyen framed ELMED as a strategic Global Gateway flagship: “the first direct current link between Europe and Africa,” a physical energy bridge to accelerate a North Africa–EU “Green Corridor” for clean industry and hydrogen. Agenzia Nova In parallel, Italy activated “Linea di Credito 55”—a targeted, concessional €55 m facility
August PCE Inflation Rises Again – Is the Fed’s Rate Cut Plan in Jeopardy?

August PCE Inflation Rises Again – Is the Fed’s Rate Cut Plan in Jeopardy?

PCE Inflation Report and Market Impact on September 26, 2025 PCE Inflation Climbs in August 2025 – Key Numbers The latest Personal Consumption Expenditures (PCE) inflation report shows that price pressures picked up slightly in August. According to the Commerce Department data released on September 26, the overall PCE price index was up 2.7% in August 2025 compared to a year earlier wtop.com. That marks a gentle increase from the 2.6% annual inflation rate in July, and is the fastest year-over-year PCE inflation reading since February. In practical terms, American consumers in August paid on average 2.7% more for the
XRP’s Rollercoaster Week: Legal Triumph, ETF Mania & Wild Price Swings (Sept 26, 2025)

XRP’s Rollercoaster Week: Legal Triumph, ETF Mania & Wild Price Swings (Sept 26, 2025)

Legal and Regulatory Breakthrough for XRP Landmark SEC Case Resolution: One of the most significant developments underpinning XRP’s recent fortunes is the final resolution of Ripple’s SEC lawsuit. In early August 2025, Ripple Labs and the U.S. SEC jointly agreed to dismiss their appeals, officially ending a legal battle that began in 2020 coindesk.com coindesk.com. This means District Judge Analisa Torres’ 2023 ruling now stands as the definitive outcome: XRP itself is not inherently a security, distinguishing between sales on public exchanges (non-securities) and past institutional sales (which did violate securities laws) coindesk.com. Ripple did incur penalties – about $125
Xbox’s New Handheld Costs $1,000 – Why the ROG Ally X Has Gamers Talking

Xbox’s New Handheld Costs $1,000 – Why the ROG Ally X Has Gamers Talking

Xbox Joins the Handheld Gaming Race For the first time, Microsoft is officially putting the “Xbox” name on a handheld gaming device. In partnership with Asus’ Republic of Gamers division, Microsoft announced the ROG Xbox Ally and ROG Xbox Ally X – two portable gaming PCs that integrate tightly with the Xbox ecosystem. Unlike a traditional console, these devices are essentially mini Windows 11 PCs with gamepad controls, but they come pre-tuned for a console-like experience. Microsoft touts that you can “power on directly into the Xbox full screen experience”, a custom Windows interface optimized for handheld gaming news.xbox.com. In
26 September 2025
Trump’s Tariff Tsunami: 100% Drug Tax and New Import Levies Rock Global Trade

Trump’s Tariff Tsunami: 100% Drug Tax and New Import Levies Rock Global Trade

Trump’s New Tariff Salvo: Drugs, Trucks and Cabinets Under Fire In a dramatic escalation of his trade war, President Donald Trump on Thursday unveiled a new wave of tariffs targeting pharmaceuticals, trucks, and home furnishings. In a Truth Social post on September 25, Trump announced the U.S. will impose a 100% import tariff on any branded or patented pharmaceutical products starting October 1 – effectively doubling their price – “unless a company is building a manufacturing plant in the U.S.” reuters.com. “There will, therefore, be no Tariff on these pharmaceutical products if construction has started,” Trump clarified, incentivizing drugmakers to
26 September 2025
Breeze Airways Goes International – $99 Flights to Caribbean Hotspots Unveiled

Breeze Airways Goes International – $99 Flights to Caribbean Hotspots Unveiled

New Routes to Mexico and the Caribbean Breeze Airways has pulled the curtain off its long-awaited international debut, unveiling a slate of new flights to popular beach destinations in Mexico and the Caribbean. In total, the airline announced seven nonstop routes that will launch in early 2026 – marking the first time Breeze ventures beyond U.S. borders thepointsguy.com. The destinations read like a vacation wish list: Cancun on Mexico’s Yucatán Peninsula, the Montego Bay region of Jamaica, and Punta Cana in the Dominican Republic thepointsguy.com thepointsguy.com. Each route is seasonal and aimed at winter sun-seekers, with most flights operating once
26 September 2025
Pfizer Stock 2025: 7% Dividend, Obesity Gamble, and Wall Street’s Verdict

Pfizer Stock 2025: 7% Dividend, Obesity Gamble, and Wall Street’s Verdict

Stock Price and Recent Performance Pfizer’s stock has struggled in 2025, hovering near multi-year lows. At ~$23.60 per share in late September, PFE has declined about 9% since January, underperforming the S&P 500 (which is up modestly) and lagging the broader healthcare sector. Over the past 12 months, the stock is down roughly 18%. The 52-week high was $30.43, and shares now sit not far above their year’s low of $20.92 stockanalysis.com. By market capitalization (~$134 billion), Pfizer remains one of the world’s largest pharmaceutical companies, but its valuation has compressed significantly from pandemic-era peaks. This underperformance stems largely from
SNAP Stock Just Got a 48‑Hour Jolt: India Creator Boom, New Sticker Push—and a $14B TikTok Twist Investors Can’t Ignore

SNAP Stock Just Got a 48‑Hour Jolt: India Creator Boom, New Sticker Push—and a $14B TikTok Twist Investors Can’t Ignore

Key facts (Sept 25–26, 2025): In‑depth report 1) What actually moved SNAP during Sept 25–26 Snap’s 1.34% gain to $8.33 on Sept 25 stood out in a weak tape, with ~247M shares trading (well above recent norms). The session left SNAP still well below its 52‑week peak ($13.28), but the resilience contrasts with declines across mega‑cap peers that day. That divergence sets up a near‑term narrative where company‑specific news (product rollouts, user‑growth geographies) can temporarily outweigh macro drag. MarketWatch+1 2) New product: Stickers—everywhere your audience chats Snap’s “Say it with a Sticker, Anywhere” update does three things investors should care about: 3) India momentum:
RIG Stock Meltdown: Transocean’s $381M Share Sale Rocks the Market—Will 13% Dilution Fix the Debt Problem or Set Up a Rebound?

RIG Stock Meltdown: Transocean’s $381M Share Sale Rocks the Market—Will 13% Dilution Fix the Debt Problem or Set Up a Rebound?

Key facts (Sept. 25–26, 2025) What just happened—and why it mattered Timeline (Sept. 24–26): Strategic aim: Management is steering fresh equity toward debt reduction, specifically highlighting the 8.00% notes due 2027. If all base proceeds went against those notes, annual interest expense could fall by ~$30.5M (and ~$35M with a fully exercised green‑shoe), before fees and taxes. The greenshoe option can also be used by underwriters for price stabilization in the aftermarket. deepwater.com Context from operations: Transocean’s Q2 2025 print showed $988M contract drilling revenue, 34.9% adjusted EBITDA margin, and $7.2B total backlog (July fleet status). Management emphasized balance‑sheet progress;
PLUG Stock’s 48-Hour Whirlwind: ‘Street‑High’ $4 Target, Oppenheimer’s “first recovery step,” and a hydrogen‑sector reality check (Sept. 25–26, 2025)

PLUG Stock’s 48-Hour Whirlwind: ‘Street‑High’ $4 Target, Oppenheimer’s “first recovery step,” and a hydrogen‑sector reality check (Sept. 25–26, 2025)

Key facts (Sept. 25–26, 2025): What changed for PLUG on Sept. 25–26 A price‑target ceiling moved up. Craig‑Hallum raised its PLUG price target to $4, the highest on the Street, keeping a Buy stance. For a stock that closed Sept. 25 at $2.36, that’s a headline‑grabbing reset that can sway short‑term sentiment. Yahoo Finance Validating ops, cautiously on fundamentals. On Sept. 25, Oppenheimer reiterated Perform after touring Plug’s Georgia facility and suggested the upcoming quarter could mark “the first meaningful step in the platform’s recovery.” The note emphasized improved margins, a return to revenue growth, and progress on balance‑sheet options
DFLI Pops 11% as Lithium Mania Spills Into Micro‑Caps — What Today’s Pre‑Market Says and the 3 Big Risks (Sept 25–26, 2025)

DFLI Pops 11% as Lithium Mania Spills Into Micro‑Caps — What Today’s Pre‑Market Says and the 3 Big Risks (Sept 25–26, 2025)

What just happened to DFLI (Sept 25–26) Price action: On Thursday (Sept 25), DFLI rallied 11.4% to $0.3781, swinging nearly 30% intraday ($0.300–$0.3899) on 21.66M shares — well above the recent average. Early Friday (Sept 26) pre‑market indications hovered near $0.40 after an initial print at $0.45, signaling lingering speculative interest into the open. Investing.com+1 Catalyst mix: There was no new company‑specific press from Dragonfly Energy on Sept 25–26. Instead, the move tracked a sectorwide lithium surge following Reuters’ scoop that Washington is negotiating an equity stake of up to 10% in Lithium Americas as part of a loan renegotiation
DVLT Just Landed a $150M Bitcoin Lifeline — Can Datavault AI Turn a Penny Stock Into an AI Supercomputer?

DVLT Just Landed a $150M Bitcoin Lifeline — Can Datavault AI Turn a Penny Stock Into an AI Supercomputer?

Key facts (Sept. 25–26, 2025) In‑depth report What happened, and why it matters Datavault AI — the former WiSA Technologies that rebranded in February 2025 — secured a headline‑grabbing $150 million commitment from Scilex, delivered in Bitcoin. The company frames the deal as jet fuel for AI‑driven data monetization, saying the capital will build out a supercomputer footprint and launch independent data exchanges targeting high‑trust markets like biotech. Yahoo Finance+1 From a capital markets perspective, using BTC as settlement currency is unusual for listed U.S. tech micro‑caps and introduces crypto price risk alongside conventional equity‑financing risks (e.g., dilution, approval conditions).
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Stock Market Today

Ashtead share price in focus as buyback rolls on and NYSE switch clocks closer

Ashtead share price in focus as buyback rolls on and NYSE switch clocks closer

7 February 2026
Ashtead shares closed Friday at 4,936p, up 1.09%, after the company bought 88,872 shares under its repurchase program. The group is set to shift its primary listing to New York on March 2, pending court approval, and will be removed from the FTSE UK index the same day. Ashtead paid a half-year dividend of 37.5 U.S. cents per share on Friday.
Beazley share price: big funds reshuffle stakes as Zurich bid deadline nears

Beazley share price: big funds reshuffle stakes as Zurich bid deadline nears

7 February 2026
Beazley shares closed flat at 1,236 pence Friday as BlackRock disclosed a 6.55% stake and Vanguard reported 5.02%. Wellington Management cut its holding below 5%. The disclosures follow Zurich Insurance’s possible takeover offer of up to 1,335 pence per share, with a Feb. 16 deadline for a firm bid.
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