Marcin Frąckiewicz

Marcin Frąckiewicz is the founder and CEO of TS2 Space, a satellite communications company serving customers around the world. A graduate of the Warsaw School of Economics (SGH), he has more than two decades of experience in telecommunications, satellite services and technology ventures. He writes about satellite communications, space technology, artificial intelligence and the stock market, with a particular focus on technology companies, semiconductors, emerging industries and the trends shaping global innovation. Follow Marcin Frąckiewicz on Google News, Facebook. or Linkedin.

Nvidia’s Growth and Cash Position Highlighted as Goldman Cuts Broadcom

Broadcom pared back most of an early decline on Monday after Goldman Sachs Group took the chipmaker off its U.S. Conviction List. Broadcom was down 0.2% around midday. Nvidia climbed 3.2%, and Advanced Micro Devices gained 0.8%.

3 August 2026

NASDAQ:AVGO·NASDAQ:NVDA·Semiconductors·Stock Market·Technology

Strategy (NASDAQ:MSTR) sells Bitcoin below cost as common shares fund preferred-stock defence

Common shareholders supplied 73.5% of Strategy’s $395.3 million financing pool last week. A bitcoin sale supplied the rest. The company placed $250 million into its dollar reserve and spent $81.2 million repurchasing STRC.

3 August 2026

Cryptocurrency·NASDAQ:MSTR·Stock Market

TG Therapeutics (NASDAQ:TGTX) falls as BRIUMVI revenue increase outweighed by rising costs

TG Therapeutics Inc shares fell in early trading in New York on Monday, as stronger BRIUMVI sales did not offset a significant earnings shortfall and broader spending outlook. Evercore ISI analyst Michael DiFiore noted that analysts were “underestimating operating expenses.”

3 August 2026

Earnings·NASDAQ:TGTX·Pharmaceuticals·Stock Market

Micron Technology (NASDAQ:MU) Shares Drop on China Capacity Concerns Outpacing DRAM Price Growth

Micron Technology, Inc. dropped 3.5% to $794.59 during early trading on Monday after a new report about Chinese competitor ChangXin Memory Technologies, known as CXMT, renewed concerns about potential future supply risks for the stock. The price was noted at 09:59 EDT. During the session, Micron touched a low of $771.30.

3 August 2026

NASDAQ:MU·Semiconductors·Stock Market

Apple Shares Approach $308 as Services Revenue Miss Spurs Premium Debate

Apple Inc. slipped 0.3% prior to Monday's market open. U.S. regular trading stayed shut. On Friday, 132.5 million shares were traded in a selloff.

3 August 2026

NASDAQ:AAPL·Stock Market·Technology

Palantir Approaching Q2 Milestone as Commercial Revenue Closes Gap With Government Operations

Palantir Technologies Inc. is set to report earnings on Monday, with sales from its U.S. commercial segment nearing those from its U.S. government business. Forecasted growth figures suggest there is just a $16 million difference between the two.

3 August 2026

Earnings·NASDAQ:PLTR·Stock Market·Technology

Sweet v. McMahon Student-Loan Settlement: $12.4 Billion Wave Is 95% Debt Cancellation

The next large Sweet v. McMahon relief wave is mostly debt cancellation. A preliminary Education Department estimate totals $12.44 billion. It includes $11.8 billion of erased balances and $640 million of refunds.

3 August 2026

Stock Market

Futures Rise as Crude Drops 6% Ahead of Jobs Data and Major AI Results

U.S. stock futures climbed in early trading on Monday as oil prices tumbled. Washington postponed an additional strike on Iran and continued talks on Tehran’s nuclear activities and the Strait of Hormuz. Cash markets remained closed.

3 August 2026

Artificial Intelligence·Earnings·Stock Market

Stock Market Today: Live Updates 03.08.2026

LIVEMarkets rolling coverageStarted: August 3, 2026, 4:00 AM EDTUpdated: August 4, 2026, 3:59 AM EDT LIC Slides 9% After Government Sets OFS Floor 11% Below Last Close August 4, 2026, 3:46 AM EDT. LIC shares dropped almost 9% after the government launched an offer for sale (OFS) of up to a 6.5% stake, setting a floor price of Rs 382, representing an 11% discount from the prior closing price of Rs 428.50. The OFS starts for non-retail investors on July 4 and for retail investors on July 5. LIC’s market capitalisation exceeds Rs 5.42 lakh crore, with state ownership at

3 August 2026

Stock Market

American Airlines Group Inc. (NASDAQ:AAL): $1.6 Billion Fuel Reset Equals 16% of Market Value

American Airlines Group Inc. enters Monday with a $1.6 billion fuel-cost reset. That equals 15.8% of its Friday market value. U.S. cash markets were closed Sunday and reopen Monday at 9:30 a.m. EDT.

2 August 2026

Airlines·Energy·NASDAQ:AAL·Stock Market

Ford Shares Steady With Majority of 2026 Cash-Flow Target Unmet Heading Into H2

Ford Motor Company finished earnings week at the same price it began, with shares closing Friday at $14.68, after peaking at $16.29 on Wednesday. The stock's movement shifted focus from guidance on earnings to cash generation.

2 August 2026

NYSE:F·Stock Market

Credo Technology Stock (NASDAQ:CRDO) Recovers; 20-Times Sales Multiple Calls for Further Expansion

Shares of Credo Technology Group Holding Ltd finished Friday’s session at $206.99, rising 2.9%. In after-hours trading, the stock slipped 1.0% to $205. The stock’s regular session advance pushed its two-day recovery to 16.6%.

2 August 2026

NASDAQ:CRDO·Stock Market·Technology

Ambev Shares Close Week Up on Robust Brazil Beer Contribution

Ambev increased the proportion of its earnings generated in Brazil in the second quarter. Brazil accounted for 60.9% of total EBITDA, up from 55.3% in the same period last year.

2 August 2026

Earnings·NYSE:ABEV·Stock Market

Transocean (NYSE:RIG) Shares Climb, Valaris (NYSE:VAL) Merger Spread Widens to 2.4% Prior to Earnings

Transocean shares climbed on Friday, recovering the majority of their 5.5% drop from Tuesday. However, this had little impact on the merger numbers. During the week, the Valaris spread tightened by only 0.14 percentage point.

2 August 2026

Earnings·NYSE:RIG·NYSE:VAL·Stock Market

GlobalFoundries (NASDAQ:GFS) Shares in Focus Ahead of Earnings Following $300 Million Photonics Grant Proposal

GlobalFoundries finished the week down 6.6% ahead of its earnings report, even as the company was proposed for a $300 million U.S. silicon-photonics grant. The stock ended Friday at $49.99. U.S. cash markets remain closed on Sunday.

2 August 2026

Earnings·NASDAQ:GFS·Semiconductors·Stock Market·Technology

Etihad’s expanding Gulf network may gain 23 new feeder routes in Africa through partnerships

ABU DHABI, August 2, 2026, 17:17 GST – Etihad Airways could see up to 23 additional feeder points in Africa as it targets new partnership opportunities, boosting connectivity as Gulf carriers step up regional cooperation.

2 August 2026

Stock Market

Cloud Revenue Highlights Divide in AI Stock Selloff, Separating Market Winners and Losers

U.S. cash markets did not open on Sunday following a turbulent AI-driven week that finished up. Investors favored clear cloud revenue growth while penalizing poor cash conversion. Chipmakers suffered more significant losses on concerns about supply linked to China.

2 August 2026

Artificial Intelligence·Cloud Computing·NASDAQ:AMD·NASDAQ:AMZN·NASDAQ:MSFT·NASDAQ:PLTR·Stock Market

Stock Market Today: Live Updates 02.08.2026

LIVEMarkets rolling coverageStarted: August 2, 2026, 4:00 AM EDTUpdated: August 3, 2026, 3:59 AM EDT Analyzing Firearm Manufacturing Stocks: Sector Cyclicality, Demand Indicators, and Risk Factors August 3, 2026, 3:54 AM EDT. Shares of firearm manufacturers are notably cyclical among industrials, impacted by both unit shipments and average selling price. Leading firms in the space include Sturm, Ruger & Co. (RGR), Smith & Wesson Brands (SWBI), and Olin Corporation (OLN). Investors often rely on the FBI’s NICS background-check data as a significant, timely indicator of consumer demand and an early tool for revenue projections. This segment is marked by distinctive

2 August 2026

NASDAQ:AAPL·NASDAQ:ADBE·NASDAQ:AMZN·NASDAQ:META·NASDAQ:MSFT·NASDAQ:MSTR·NASDAQ:ROP·Stock Market

Ambev (NYSE:ABEV) Reports Surge in Cash Flow, Majority Attributed to Working Capital

Ambev S.A. reported operating cash flow of R$4.71 billion for the second quarter, representing a 54.5% rise. However, the company’s filing indicates that 79% of this growth was attributable to working-capital relief.

1 August 2026

Earnings·NYSE:ABEV·Stock Market

India VIX Falls 16% as Slimmer Options Turnover Belies Sense of Calm Ahead of RBI Decision

India’s volatility index closed July at 11.755, declining 16.2% for the week. Meanwhile, the most recent confirmed derivatives data indicated average daily turnover dropped 27.1% compared to June.

1 August 2026

Stock Market

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Marcin Frąckiewicz

Nvidia’s Growth and Cash Position Highlighted as Goldman Cuts Broadcom

Strategy (NASDAQ:MSTR) sells Bitcoin below cost as common shares fund preferred-stock defence

TG Therapeutics (NASDAQ:TGTX) falls as BRIUMVI revenue increase outweighed by rising costs

Micron Technology (NASDAQ:MU) Shares Drop on China Capacity Concerns Outpacing DRAM Price Growth

Apple Shares Approach $308 as Services Revenue Miss Spurs Premium Debate

Palantir Approaching Q2 Milestone as Commercial Revenue Closes Gap With Government Operations

Sweet v. McMahon Student-Loan Settlement: $12.4 Billion Wave Is 95% Debt Cancellation

Futures Rise as Crude Drops 6% Ahead of Jobs Data and Major AI Results

Stock Market Today: Live Updates 03.08.2026

American Airlines Group Inc. (NASDAQ:AAL): $1.6 Billion Fuel Reset Equals 16% of Market Value

Ford Shares Steady With Majority of 2026 Cash-Flow Target Unmet Heading Into H2

Credo Technology Stock (NASDAQ:CRDO) Recovers; 20-Times Sales Multiple Calls for Further Expansion

Ambev Shares Close Week Up on Robust Brazil Beer Contribution

Transocean (NYSE:RIG) Shares Climb, Valaris (NYSE:VAL) Merger Spread Widens to 2.4% Prior to Earnings

GlobalFoundries (NASDAQ:GFS) Shares in Focus Ahead of Earnings Following $300 Million Photonics Grant Proposal

Etihad’s expanding Gulf network may gain 23 new feeder routes in Africa through partnerships

Cloud Revenue Highlights Divide in AI Stock Selloff, Separating Market Winners and Losers

Stock Market Today: Live Updates 02.08.2026

Ambev (NYSE:ABEV) Reports Surge in Cash Flow, Majority Attributed to Working Capital

India VIX Falls 16% as Slimmer Options Turnover Belies Sense of Calm Ahead of RBI Decision

TechStock² Updates

CAVA stock rises 16% after strong traffic gains boost market value by $1.13 billion

IREN stock surges 9% with CoreWeave rally highlighting 160x capacity increase

Robinhood Stock Faces a Capital-Gains Tax Trigger, Yet Immediate Revenue Impact Remains Modest

American Airlines stock (AAL): $6 billion fuel test overshadowed by rise in bird strikes

ICE Stock Faces Currency Volatility Challenge as CPI Intersects With $6 Billion Deal Uncertainty

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