Today: 22 July 2026

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 price forecast: Analysts keep $270–$352 targets as China H200 orders turn into the new risk

Nvidia price forecast: Analysts keep $270–$352 targets as China H200 orders turn into the new risk

Nvidia shares rose 1.3% to $189.59 by mid-afternoon on Wednesday, after trading between $186.60 and $191.26. Raymond James analyst Simon Leopold said CES comments “offered encouragement” on Nvidia’s leadership, and recent notes from Evercore ISI, Citi and BofA pegged targets at $352, $270 and $275 — about 42% to 86% above the stock’s current level. Investors.com+2Investing.com+2
7 January 2026
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Europa Clipper’s UV look at Comet 3I/ATLAS backs water-ice call as radio “technosignature” scan finds none

Europa Clipper’s UV look at Comet 3I/ATLAS backs water-ice call as radio “technosignature” scan finds none

NASA’s Europa Clipper spacecraft caught interstellar comet 3I/ATLAS in ultraviolet light while the object was hidden from Earth-based and near-Earth observatories, the SETI Institute said on Tuesday. It detected hydrogen and oxygen in the comet’s coma — the cloud of gas around its nucleus — pointing to water-ice sublimation, and saw no sign the comet broke apart. Europa Clipper used an ultraviolet spectrograph built for Jupiter’s moon Europa in what SETI described as a rapid repurpose. SETI Institute
7 January 2026
China pauses Nvidia H200 AI chip orders as CES 2026 fuels data-center rush

China pauses Nvidia H200 AI chip orders as CES 2026 fuels data-center rush

Beijing has asked some Chinese tech companies to halt orders for Nvidia’s H200, a high-end graphics processing unit used to train and run AI models, the Information reported, citing people familiar with the matter. The move came as China weighs whether — and on what terms — it will allow access to the chips, the report said. “China is committed to basing its national development on its own strengths,” said Liu Pengyu, a spokesperson for the Chinese Embassy in the United States. Reuters
7 January 2026
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Trump’s Venezuela oil plan starts now: 30–50 million barrels headed for U.S.

Trump’s Venezuela oil plan starts now: 30–50 million barrels headed for U.S.

The Trump administration will start moving Venezuelan crude to the United States immediately, shipping an initial 30 million to 50 million barrels and keeping sales running indefinitely, a senior Trump administration official said on Wednesday. The official said Washington would selectively ease sanctions to help keep Venezuelan crude and refined products flowing to global markets. Reuters
7 January 2026
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China tells tech firms to pause Nvidia H200 orders — Beijing weighs homegrown AI chips

China tells tech firms to pause Nvidia H200 orders — Beijing weighs homegrown AI chips

Chinese authorities have told some tech firms to stop placing new orders for Nvidia’s H200 artificial-intelligence chips this week, the Information reported, as Beijing weighs whether to let the processors into the country. The move appears aimed at stopping companies from rushing to stockpile U.S. chips before officials settle on rules, and could be followed by a push to buy domestic AI processors instead, the report said. “China is committed to basing its national development on its own strengths,” Liu Pengyu, a spokesperson for the Chinese Embassy in the United States, said. Reuters
7 January 2026
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Grok deepfake flood: study counts 6,700 “undressing” images an hour on Musk’s X as regulators close in

Grok deepfake flood: study counts 6,700 “undressing” images an hour on Musk’s X as regulators close in

Elon Musk’s X hosted a burst of AI “undressing” images generated by its Grok chatbot, with a third-party review counting thousands an hour on the platform’s public @Grok feed. In a 24-hour analysis covering Jan. 5 to Jan. 6, researcher Genevieve Oh said Grok produced about 6,700 images an hour flagged as sexually suggestive or “nudifying,” while the other top five sites she tracked averaged 79 new images an hour. Bloomberg
7 January 2026
CES 2026 highlights: Nvidia’s Vera Rubin AI chips and humanoid robots push tech into the real world

CES 2026 highlights: Nvidia’s Vera Rubin AI chips and humanoid robots push tech into the real world

Nvidia CEO Jensen Huang said at CES 2026 that the company’s next-generation Vera Rubin chips are in “full production,” aiming for a five-fold jump in artificial-intelligence computing for chatbots and other applications. He said a flagship server would pack 72 graphics processing units and 36 central processors, and generate “tokens” — the chunks of text AI models process — about 10 times more efficiently. “Only in that way can you truly trust how the models came to be,” Huang said, describing plans to release training data tied to Nvidia’s Alpamayo self-driving software. Reuters
7 January 2026
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Nvidia rolls out Rubin chips and Alpamayo AI models for autonomous vehicles — what it just announced at CES

Nvidia rolls out Rubin chips and Alpamayo AI models for autonomous vehicles — what it just announced at CES

Nvidia said its next-generation Vera Rubin chips are in full production and introduced Alpamayo, software it says can help self-driving cars pick a path and leave a paper trail for engineers, as CEO Jensen Huang opened the Consumer Electronics Show in Las Vegas. “Not only do we open-source the models, we also open-source the data that we use to train those models,” Huang said. Nvidia is facing rising pressure in AI chips from Advanced Micro Devices and from customers such as Alphabet’s Google, which designs some of its own silicon. Reuters
7 January 2026
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Crypto stocks and Bitcoin ETFs wobble premarket after MSCI shelves crypto-treasury exclusion plan

Crypto stocks and Bitcoin ETFs wobble premarket after MSCI shelves crypto-treasury exclusion plan

MSCI said it will not proceed with a proposal to exclude digital asset treasury companies — firms whose digital asset holdings make up 50% or more of total assets — from its indexes, opting instead for a broader consultation on how non-operating companies should be treated. Reuters
7 January 2026
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Oil stocks, USO ETF slide in premarket as Trump Venezuela crude plan stirs supply fears

Oil stocks, USO ETF slide in premarket as Trump Venezuela crude plan stirs supply fears

U.S. oil stocks and oil-linked exchange-traded funds slipped in premarket trading on Wednesday as crude prices fell after President Donald Trump said the United States struck a deal to import up to $2 billion worth of Venezuelan crude. Brent futures were at $60.59 a barrel and U.S. West Texas Intermediate at $56.86 by 1104 GMT. “Market participants seem to believe now that those volumes could be smaller,” UBS analyst Giovanni Staunovo wrote, though Morgan Stanley has flagged a possible surplus of up to 3 million barrels per day in early 2026. Reuters
7 January 2026
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Semiconductor stocks today: Nvidia holds up premarket as SanDisk, Micron cool after CES spike

Semiconductor stocks today: Nvidia holds up premarket as SanDisk, Micron cool after CES spike

U.S. semiconductor stocks were little changed in premarket trade on Wednesday after an AI-led rally, with Nvidia up 0.3% around 6:53 a.m. ET. Memory chipmakers paused: SanDisk and Micron fell 1.3% and 1.2% after jumping 27.5% and 10% a day earlier. Nasdaq 100 futures were down 0.22% ahead of ADP private payrolls data and the JOLTS job openings report. Reuters
7 January 2026
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Stock Market Today

  • Segro Backs Prologis’ $18.8 Billion Takeover Offer After New Deadline
    July 22, 2026, 3:24 PM EDT. Segro, a British warehouse operator, voiced backing for Prologis' £14 billion ($18.8 billion) acquisition proposal following shareholder calls and an extended deadline for the bid. Segro's stock climbed as much as 5.6% after the announcement but settled up 3%, finishing below the offer value. Prologis' revised bid features 0.0920 shares and up to £3.5 billion in cash along with a promise for a secondary listing in London, moving the acceptance cutoff to August 12, 2024.
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