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.

Record Highs, Trade Truces & Earnings Shockwaves – Wall Street’s Wild 48 Hours (July 22–23, 2025)

Record Highs, Trade Truces & Earnings Shockwaves – Wall Street’s Wild 48 Hours (July 22–23, 2025)

On July 23, 2025, President Donald Trump announced a trade deal with Japan that cut auto import tariffs to 15% from 25% and includes a $500 billion Japanese investment package. U.S. stocks surged to intraday records as the S&P 500 reached about 6,353, the Dow hit 44,958, the Nasdaq rose 0.5%, and the VIX fell to a five-month low on July 23, 2025. U.S.-traded shares of Toyota and Honda jumped about 13%, while Stellantis rose 11% and General Motors gained 8% on July 23. GE Vernova surged 13–14% to an all-time high after beating earnings and raising its revenue and
23 July 2025
AI Stock Frenzy: July 2025’s Biggest Earnings Surprises, Deals, and Market Shake-Ups

AI Stock Frenzy: July 2025’s Biggest Earnings Surprises, Deals, and Market Shake-Ups

Nvidia (NVDA) became the world’s most valuable semiconductor firm and rose about 4% after the U.S. reversed the export ban on advanced AI chips to China, with Nvidia applying for licenses to resume selling its H20 GPUs and noting the April ban could cost up to $15 billion in revenue. The Nvidia H20 GPU is a slightly curbed version of the flagship AI processor but remains compatible with Nvidia’s standard AI software tools even when peak performance is dialed down. Advanced Micro Devices (AMD) surged as much as 7% on the export relief, with the Commerce Department set to review
Bitcoin Blasts Past $120K as Wall Street Embraces Crypto – July 2025’s Must-Read Blockchain Roundup

Bitcoin Blasts Past $120K as Wall Street Embraces Crypto – July 2025’s Must-Read Blockchain Roundup

Bitcoin breached $120,000 in July 2025 and traded around $123,000 by month’s end. The total crypto market capitalization surpassed $4 trillion for the first time in July 2025. MicroStrategy purchased 4,225 BTC for about $472.5 million in mid-July 2025, bringing its holdings to 601,550 BTC. Grayscale’s Digital Large Cap Fund was approved to convert into a spot ETF with roughly $755 million in assets, becoming the world’s largest diversified crypto ETF. The Genius Act was signed on July 18, 2025, establishing a federal stablecoin framework with 1:1 reserves, monthly audits, and AML requirements. Coinbase secured a MiCA license from Luxembourg
No Signal? No Problem – T-Mobile’s Starlink Satellite Service Launches to End Dead Zones

No Signal? No Problem – T-Mobile’s Starlink Satellite Service Launches to End Dead Zones

T-Mobile’s satellite service, T-Satellite, is now live nationwide and out of beta, making it the first major U.S. carrier to offer direct satellite coverage for ordinary smartphones. The service piggybacks SpaceX’s Starlink satellites and requires no extra antenna or app, automatically connecting when the phone can see the sky. T-Satellite relies on a constellation of over 650 Starlink satellites and initially supports SMS and location sharing, with MMS partially supported and iPhone MMS to follow. Intro pricing is $10 per month for a limited time, rising to $15 later, with top-tier plans such as Experience Beyond at $100/month and Go5G
Battle of AI Titans: ChatGPT vs Google Gemini – The Ultimate 2025 Showdown

Battle of AI Titans: ChatGPT vs Google Gemini – The Ultimate 2025 Showdown

ChatGPT launched in late 2022 and quickly gained hundreds of millions of users, while Google released Gemini (then Bard) in 2023 as its competing AI assistant. ChatGPT runs on the GPT-4 model and is renowned for strong text reasoning and coding, whereas Gemini is natively multimodal (text, images, audio, video) and can use live Google Search and even execute code in Gemini Pro. Gemini Pro can handle context windows up to 2 million tokens, far larger than ChatGPT’s 32,000-token extended window, enabling whole-project analysis. In February 2025, Gemini Advanced gained the ability to recall past chats to personalize responses, while
AI’s 48-Hour Frenzy: Breakthroughs, Billion-Dollar Bets & Bold Policies (July 22–23, 2025)

AI’s 48-Hour Frenzy: Breakthroughs, Billion-Dollar Bets & Bold Policies (July 22–23, 2025)

Google and OpenAI won gold medals at the International Mathematical Olympiad by solving 5 of 6 problems with new general-purpose reasoning based on natural language understanding. OpenAI disclosed its experimental model scaled up test-time compute to think longer and in parallel, a very expensive undertaking. Google DeepMind’s Gemini Deep Think, unveiled in May, solved IMO problems within the 4.5-hour limit entirely in natural language. MIT CSAIL and Facebook AI researchers presented ICML 2025 work showing image generation with encoder-only tokens, enabling inpainting without a generator and morphing a red panda into a tiger. Alibaba’s Qwen-3 Coder, open-sourced for software development,
From Space Breakthroughs to Medical Marvels: The Must-Read Science News of July 22–23, 2025

From Space Breakthroughs to Medical Marvels: The Must-Read Science News of July 22–23, 2025

On July 22, 2025, NASA, with SpaceX, launched TRACERS, a twin-satellite mission aboard a Falcon 9 to study magnetic reconnection in Earth’s magnetosphere. The University of Iowa-led TRACERS mission will fly two probes through Earth’s northern magnetic cusp in tandem to improve space weather forecasts. A UK study found that vaccinating pregnant women against RSV reduced newborn hospitalizations by 72 percent, based on analysis of over 500 newborns hospitalized in winter 2024–25. Svalbard’s Arctic winter is turning to rain, with the region warming 6–7 times faster than the global average, observed during February 2025 fieldwork. Finnish researchers from Aalto University
23 July 2025
Global Tech Roundup: Space Triumphs, Cyber Breaches & Gadget Surprises Rock July 22–23, 2025

Global Tech Roundup: Space Triumphs, Cyber Breaches & Gadget Surprises Rock July 22–23, 2025

Nintendo Switch 2: Borderlands 4 will launch on the Switch 2 on October 3, 2025, according to Gearbox CEO Randy Pitchford, with the Switch version running about 30fps to preserve feature parity. Google Pixel 10 Pro: Google released a Pixel 10 Pro teaser ahead of its August 21, 2025 launch, showing an evolutionary design and promising upgrades including improved camera capabilities and Android 16 integration. Chip tariffs affect TI: Texas Instruments warned new U.S. tariffs could dent demand, issuing a softer sales forecast and sending its stock down about 12%. TSMC profit with caution: TSMC posted a 60% year-on-year surge
23 July 2025
F‑22 Raptor’s Explosive 2025: Combat Missions, Big Upgrades & a New Lease on Life

F‑22 Raptor’s Explosive 2025: Combat Missions, Big Upgrades & a New Lease on Life

In June 2025, F-22 Raptors from the 1st Fighter Wing deployed from Langley AFB to the Middle East as part of Operation Midnight Hammer, joining a strike package of 125 U.S. aircraft including B-2 bombers dropping 30,000-pound bunker-buster bombs on Iran’s Fordow and Natanz, marking the Raptor’s first direct strikes against a nation-state. On July 8, 2025, a USAF KC-46A Pegasus tanker suffered a mid-air refueling boom separation while refueling F-22s off the U.S. East Coast, the F-22 returning safely with no damage, and it was the second such KC-46 boom detachment in a year. In January 2025 Lockheed Martin
B-2 Stealth Bomber’s Action-Packed 2025: Secret Strikes, High-Tech Upgrades & Pentagon Drama

B-2 Stealth Bomber’s Action-Packed 2025: Secret Strikes, High-Tech Upgrades & Pentagon Drama

March–May 2025: six B-2 Spirit bombers deployed to Diego Garcia to strike Houthi targets in Yemen, marking the bomber’s first combat employment in years. June 21–22, 2025: seven B-2s launched from Whiteman AFB for Operation Midnight Hammer, striking Iran’s Fordow and Natanz facilities after an 18-hour flight with multiple refuelings and dropping 14 GBU-57A/B Massive Ordnance Penetrators. Simultaneously, a U.S. Navy submarine launched more than two dozen Tomahawk missiles to Isfahan to destroy surface infrastructure. By June 23, 2025, the B-2s had returned to Whiteman AFB, capping a mission described as the largest B-2 strike in history and the second-longest
22 July 2025
F-35 Lightning Strikes in 2025: Upgrades, War Zones, and Global Controversies

F-35 Lightning Strikes in 2025: Upgrades, War Zones, and Global Controversies

In 2025 the F-35 program began full Block 4 modernization, adding more than 75 enhancements, including the APG-85 AESA radar replacing the APG-81 and the TR-3 hardware/software upgrade that enables sensor fusion and open-system architecture. By May 1, 2025 Lockheed Martin had cleared the TR-3 backlog and delivered the last of 72 TR-3-era airframes, reaching roughly 200 F-35s delivered with TR-3 hardware by mid-2025 while full Block 4 software awaited U.S. certification. 2025 was targeted as a record production year with 170–190 total F-35 deliveries planned. Israel’s F-35I Adir jets flew notional Iran strikes in June 2025 with one-way ranges
22 July 2025
China’s J-35 Stealth Fighter: Inside the Navy’s New F-35 Rival

China’s J-35 Stealth Fighter: Inside the Navy’s New F-35 Rival

The J-35 naval variant traces back to the FC-31 “Gyrfalcon” program, with its first carrier-focused prototype flight in late October 2021 featuring enlarged folding wings, reinforced landing gear, and a catapult launch bar. By mid-2025, evidence indicates the J-35 naval version has entered low-rate initial production, with photos showing PLAN markings and serial numbers 0011 and 0012 on two examples. The land-based J-35A first flew on September 26, 2023 and was publicly unveiled at Airshow China in November 2024 wearing PLAAF insignia and the number 75. The J-35 is a twin-engine, single-seat stealth fighter about 17.3 meters long with an
22 July 2025
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Stock Market Today

Alphabet stock drops for a fourth straight day as AI spending jitters linger

7 February 2026
NEW YORK, Feb 7, 2026, 09:00 ET — Market closed. Alphabet (GOOGL.O) shares closed down 2.53% at $322.86 on Friday, their fourth straight daily decline. With U.S. markets shut for the weekend, investors are left weighing the Google parent’s surge in planned spending against signs demand for its AI tools is real. (Investing.com) The stakes are bigger than one stock. Alphabet, Amazon, Microsoft and Meta have all pushed outlays higher for artificial intelligence, with the group expected to spend more than $630 billion this year; Alphabet alone has pointed to as much as $185 billion in capital spending, or capex
BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next

BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next

7 February 2026
BigBear.ai Holdings shares surged 15.7% Friday to $4.72 ahead of a key shareholder vote on doubling authorized shares to 1 billion. Options trading was heavy, with a put/call ratio of 0.19. The company recently announced deals in AI customs technology and a partnership with Abu Dhabi’s AD Ports Group. The special meeting is set for Feb. 18, with online voting open until late Feb. 17.
American Airlines stock jumps nearly 8% as airlines rally — what to watch next week

American Airlines stock jumps nearly 8% as airlines rally — what to watch next week

7 February 2026
American Airlines shares jumped 7.6% to $15.24 Friday, rebounding with a broad rally that sent the Dow past 50,000 for the first time. Investors are watching the carrier’s battle with United at Chicago O’Hare, where a summer capacity surge could trigger a fare war. American also announced new Philadelphia–Porto service for 2027 and launched a centennial inflight menu.
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