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.

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 17.01.2026

LIVEMarkets rolling coverageStarted: January 17, 2026, 12:00 AM ESTUpdated: January 17, 2026, 11:58 PM EST TransDigm Group still undervalued after share-price momentum, but leverage risk weighs on upside January 17, 2026, 11:51 PM EST. TransDigm Group (TDG) has posted recent share-price gains and upward momentum, with a 1-month return of about 13.56% and a 1-year return near 15.65%, according to the analysis. Revenue of $8.83 billion and net income of $1.87 billion were reported, while the stock traded around $1,450. A fair value around $1,586 implies roughly 9-10% upside, but the current P/E of 43.8x sits above aerospace and defense
Oil stocks this week: Chevron, Exxon rise as U.S. moves to widen Venezuela license

Oil stocks this week: Chevron, Exxon rise as U.S. moves to widen Venezuela license

NEW YORK, Jan 16, 2026, 19:24 EST Energy Secretary Chris Wright told Reuters on Friday that the U.S. is moving “as fast as it can” to expand Chevron’s Venezuela license, enabling the company to pay royalties and taxes in cash. This shift would let Chevron sell all its Venezuelan crude outright, instead of compensating the government with oil, Wright explained. He also revealed that Washington is marketing up to 50 million barrels of stranded Venezuelan crude, with the proceeds held in Qatari bank accounts under U.S. government control. (Reuters) The shift is significant because traders view Venezuela policy as a
Semiconductor stocks rally as TSMC lifts 2026 capex to $56 billion; ASML hits $500 billion mark

Semiconductor stocks rally as TSMC lifts 2026 capex to $56 billion; ASML hits $500 billion mark

New York, Jan 16, 2026, 19:31 EST Semiconductor shares closed the week stronger Friday, with the PHLX Semiconductor index (.SOX) climbing 1.2%, despite the S&P 500 and Nasdaq finishing lower for the week. Earnings season picks up next week, featuring heavy hitters like Intel set to report. (Reuters) The late-week rally came after Taiwan Semiconductor Manufacturing Co, the world’s largest contract chipmaker, reported a 35% jump in fourth-quarter profit. TSMC also forecasted a nearly 30% rise in 2026 revenue in U.S. dollars and set capital spending at $52 billion to $56 billion for 2026. CEO C.C. Wei added the company
Quantum computing stocks pop as Rosenblatt starts Buy calls on Rigetti, Quantum Computing

Quantum computing stocks pop as Rosenblatt starts Buy calls on Rigetti, Quantum Computing

NEW YORK, Jan 16, 2026, 19:27 (EST) Shares of Rigetti Computing and Quantum Computing Inc climbed Friday after Rosenblatt Securities initiated coverage with Buy ratings, pegging price targets at $40 and $22, respectively. Rigetti jumped 3.7% to $25.62, while Quantum Computing advanced 4.0% to $12.70 in late trading. IonQ rose 6.8%, and D-Wave Quantum added 0.5%. Rosenblatt analyst John McPeake admitted he was “giving them the benefit of the doubt” on Rigetti’s near-term target. (Investing.com) Investors continue to see quantum firms as a momentum play within small-cap tech. Revenues remain thin for many in the sector, so stock moves largely
AI Stocks This Week: TSMC’s $56B Spending Plan Lifts Chip Names as New U.S. Tariffs Bite

AI Stocks This Week: TSMC’s $56B Spending Plan Lifts Chip Names as New U.S. Tariffs Bite

NEW YORK, Jan 16, 2026, 19:19 EST Taiwan Semiconductor Manufacturing Co set the tone for AI-linked stocks this week after the chipmaker forecast 2026 revenue would rise nearly 30% and put 2026 capital spending, or capex, at $52 billion to $56 billion, underscoring demand for processors used to train and run AI systems. Chief Executive C.C. Wei also pointed to a push for more U.S. capacity, saying an Arizona land buy “gives you a hint” of plans to expand “many fabs” there, while warning TSMC was “very nervous” about investing at that scale. (Reuters) The numbers matter because TSMC sits
EV Stocks Weekly Wrap: Canada Opens Door to Chinese EVs as Tesla Faces Fresh U.S. Scrutiny

EV Stocks Weekly Wrap: Canada Opens Door to Chinese EVs as Tesla Faces Fresh U.S. Scrutiny

New York, Jan 16, 2026, 19:20 ET Canada’s choice to slash tariffs on Chinese-made electric vehicles thrust trade policy back into the spotlight for EV stocks on Friday. This reverses a major 2024 protectionist measure and could deepen the North American divide over Chinese auto imports. (Reuters) The move comes as governments scramble to boost electric vehicle demand, which has lagged behind forecasts and squeezed automakers’ profits. Germany, for instance, is working on a fresh subsidy plan targeting low- and middle-income households. (Reuters) U.S. officials cautioned Canada that the deal might backfire, stressing that Chinese EVs cleared for Canada won’t
Singapore stocks end the week near 4,850 — here’s what to watch before Monday

Singapore stocks end the week near 4,850 — here’s what to watch before Monday

Singapore, Jan 17, 2026, 07:43 SGT — Market closed Singapore’s Straits Times Index (STI) climbed 2.1% over the week, closing Friday 0.3% higher at 4,849.10. Interactive Brokers senior economist Jose Torres highlighted a “revived” mood on Wall Street following Taiwan Semiconductor’s earnings report, while easing U.S. jobless claims helped calm investor nerves. (The Straits Times) This shift is significant given the index’s heavy reliance on Singapore’s banks. DBS and OCBC hit new highs on Jan 15, driven by strong dividend prospects. Still, analysts caution that falling rates could pressure net interest margin (NIM) — the difference between lending income and
Dow, S&P 500, Nasdaq end week lower — chip rally, bank jitters, and next week’s big tests

Dow, S&P 500, Nasdaq end week lower — chip rally, bank jitters, and next week’s big tests

New York, Jan 16, 2026, 18:57 EST — After-hours U.S. stocks finished Friday nearly unchanged, but all three major indexes logged weekly losses as the fourth-quarter earnings season kicked off. The Dow dropped 83.11 points, or 0.17%, to 49,359.33. The S&P 500 edged down 4.46 points, or 0.06%, to 6,940.01, while the Nasdaq slipped 14.63 points, also 0.06%, to 23,515.39. For the week, the S&P 500 fell 0.38%, the Nasdaq lost 0.66%, and the Dow declined 0.29%. Small caps held up, with the Russell 2000 closing at a fresh record high. “Most investors will take that as a win,” said
TSX ends week at fresh records after Canada-China trade deal and oil rebound — CPI next

TSX ends week at fresh records after Canada-China trade deal and oil rebound — CPI next

Toronto, January 16, 2026, 18:43 EST — Market closed Canada’s benchmark S&P/TSX Composite closed at a record 33,040.55 on Friday, up 0.04% on the day and 1.3% for the week. Energy rose 0.9% as U.S. crude settled up 0.4% at $59.44, and Prime Minister Mark Carney said an initial Canada-China trade deal would cut tariffs on electric vehicles and canola. Edward Jones strategist Angelo Kourkafas said “markets are rational” as interest-rate swaps, a derivatives market, priced two U.S. rate cuts this year; MDA Space jumped 14.5% after Morgan Stanley lifted its rating to “overweight,” meaning it expects the stock to
17 January 2026
ASX 200 just logged its best week since November — what to watch before Monday’s open

ASX 200 just logged its best week since November — what to watch before Monday’s open

Sydney, Jan 17, 2026, 10:42 AEDT — Market closed. Australian shares wrapped up their best week since November on Friday, with the S&P/ASX 200 closing 42.2 points higher, or 0.48%, at 8,903.9. The index gained 2.1% over the course of the week. (commbank.com.au) Late in the week, banks, property shares, and miners pushed the market higher, fueled by Wall Street’s bank-driven rally that boosted risk appetite. Early Friday saw Rio Tinto climb, while BHP edged lower. Meanwhile, Liontown Resources kept up its strong weekly momentum, with analysts remaining positive on lithium prices. (indopremier.com) The mix is crucial heading into the
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 16.01.2026

LIVEMarkets rolling coverageStarted: January 16, 2026, 12:00 AM ESTUpdated: January 16, 2026, 11:59 PM EST Hanover Insurance Group Valuation: THG Fair Value Near $200 Suggests Undervaluation at $169.96 January 16, 2026, 11:57 PM EST. Hanover Insurance Group (THG) trades near $169.96, with an indicated intrinsic discount of 56.7% to a fair value of $200.13 and a 17.7% gap to analyst targets. The stock's near-term momentum softened, yet the year-to-date return remains around -5.1%, while 1-year TSR 11.0% and 5-year TSR 63.3% reflect longer-term gains. Analysts assume revenue growth around 4.3% annually over the next three years, aided by a conservative
XPeng stock slips before the open on 600,000-vehicle 2026 target — what traders watch next

XPeng stock slips before the open on 600,000-vehicle 2026 target — what traders watch next

NEW YORK, Jan 15, 2026, 07:40 EST — Premarket Xpeng’s U.S.-listed shares (XPEV) dipped 2.2% to $20.58 in premarket trading Thursday. The drop follows a Reuters report revealing that the Volkswagen-backed Chinese EV maker aims to sell between 550,000 and 600,000 vehicles in 2026, according to an internal strategy meeting. The stock last closed near $21.05. (Reuters) The figures are key because they push the monthly target up: 36Kr reported the plan calls for average deliveries exceeding 45,800 to 50,000 vehicles each month. The outlet also noted Xpeng is doubling down on extended-range models—vehicles with a fuel-powered generator to recharge
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Stock Market Today

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 07.02.2026

7 February 2026
LIVEMarkets rolling coverageStarted: February 7, 2026, 12:00 AM ESTUpdated: February 7, 2026, 12:02 AM EST CleanSpark (CLSK) Shares Show Volatility Amid Bitcoin Mining Growth Prospects February 7, 2026, 12:02 AM EST. CleanSpark (CLSK), a bitcoin mining firm, saw a sharp 21.96% rise in one day after a 35.26% decline over 90 days. The company posted $785 million in annual revenue but a net loss of $267 million. Despite recent share price volatility, analysts estimate a fair value of $23.16 per share, more than double the current $10.08 price, reflecting expectations of expansion in mining capacity and improved margins. The valuation
Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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