Today: 7 February 2026
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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.

Payments & Fintech US Stocks Week Ahead: Visa’s Stablecoin Re-Rating, PayPal’s Checkout Crunch, and the Post-Fed Data Wave (Dec 15–19, 2025)

Payments & Fintech US Stocks Week Ahead: Visa’s Stablecoin Re-Rating, PayPal’s Checkout Crunch, and the Post-Fed Data Wave (Dec 15–19, 2025)

Updated: December 14, 2025 US-listed payments and fintech stocks head into the next trading week with two forces pulling in opposite directions: a Federal Reserve that just delivered another rate cut — but is signaling patience from here — and a market bracing for a backlog of delayed economic reports that could quickly rewrite the “soft landing vs. slowdown” narrative. Reuters+1 That setup matters more than usual for this corner of the market. Payments names (Visa, Mastercard, Global Payments, Fiserv, FIS, Shift4, Toast) and consumer-fintech platforms (PayPal, Block, SoFi, Affirm, Robinhood, Coinbase, Chime, Klarna, Circle) sit at the intersection of
14 December 2025
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Software & SaaS US Stocks Week Ahead (Dec 15–19, 2025): Oracle’s AI Capex Shock, Adobe’s AI Lift, and Deal-Making Signals Investors Are Watching

Software & SaaS US Stocks Week Ahead (Dec 15–19, 2025): Oracle’s AI Capex Shock, Adobe’s AI Lift, and Deal-Making Signals Investors Are Watching

Updated: Sunday, December 14, 2025 Software and SaaS stocks head into the new week with a familiar tailwind—lower interest rates—but a newly sharpened investor filter: prove the AI spend pays back, and prove it soon. The past seven days (Dec. 8–14) delivered a concentrated mix of catalysts for US-listed software names: a major M&A splash (IBM’s $11 billion agreement to buy Confluent), a mega-cap guidance jolt (Oracle), a beat-and-raise from a marquee creator platform (Adobe), and a late-week fresh deal rumor that could reshape cybersecurity workflows (ServiceNow reportedly nearing a deal for Armis). Reuters At the same time, the Federal
14 December 2025
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Big Tech Stocks Week Ahead: Fed Data Blitz, AI Bubble Jitters and Nvidia’s China Chip Twist (Updated Dec. 14, 2025)

Big Tech Stocks Week Ahead: Fed Data Blitz, AI Bubble Jitters and Nvidia’s China Chip Twist (Updated Dec. 14, 2025)

Updated: December 14, 2025 Big Tech U.S. stocks head into the new week with two forces pulling in opposite directions: a still-booming AI infrastructure buildout—and a fresh wave of investor anxiety about whether the “AI trade” is getting ahead of itself. Last week (Dec. 8–14) delivered a bit of everything: a high-profile call to rotate away from the “Magnificent Seven,” a sharp late-week pullback in tech and semiconductors, major new AI capex commitments from hyperscalers, and a rapidly evolving Nvidia-China story that is now entangled in both Beijing’s internal approvals and Washington’s political scrutiny. Reuters+2Reuters+2 Below is a detailed, publication-ready roundup
14 December 2025
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AI and Data Center Stocks Week Ahead (US): Nvidia, Broadcom, Oracle and Micron in Focus After Dec. 8–14 Volatility

AI and Data Center Stocks Week Ahead (US): Nvidia, Broadcom, Oracle and Micron in Focus After Dec. 8–14 Volatility

Updated Sunday, December 14, 2025 — The “AI and data center” trade heads into the final full trading week of 2025 with momentum still intact, but with investors suddenly far more selective. A sharp late-week reversal in bellwether names like Broadcom and Oracle rekindled “AI bubble” chatter, even as the longer-term buildout story (chips, networking, power, cooling, and capacity) keeps expanding across the U.S. market. Reuters+1 Below is what mattered most from December 8–14, and what could move U.S. AI & data center stocks in the week ahead (Dec. 15–19). What changed for AI & data center stocks in Dec. 8–14 1) A reality check
14 December 2025
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Semiconductor Stocks Week Ahead: Nvidia, Broadcom, Micron and Intel in Focus After an AI-Driven Selloff (Updated Dec. 14, 2025)

Semiconductor Stocks Week Ahead: Nvidia, Broadcom, Micron and Intel in Focus After an AI-Driven Selloff (Updated Dec. 14, 2025)

Dec. 14, 2025 — U.S. semiconductor and chip stocks head into the new week with a familiar combination of tailwinds and landmines: booming AI infrastructure demand on one side, and valuation sensitivity, China policy turbulence, and margin questions on the other. The past seven days delivered a reminder that the “AI trade” can turn quickly. A sharp late-week pullback — led by heavyweight chip names — left investors reassessing how much perfection is already priced into the sector and how quickly the next leg of AI monetization can show up in earnings. Reuters+2Reuters+2 Below is a detailed roundup of the most important
14 December 2025
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Cloud Computing US Stocks Week Ahead: AWS, Microsoft Azure, Oracle, ServiceNow and IBM After a Volatile Dec. 8–14, 2025

Cloud Computing US Stocks Week Ahead: AWS, Microsoft Azure, Oracle, ServiceNow and IBM After a Volatile Dec. 8–14, 2025

Updated: December 14, 2025 Cloud computing stocks head into the week of Dec. 15, 2025 with investor attention split between two powerful forces: accelerating AI-driven demand for cloud infrastructure and growing market skepticism about the cost, timing, and margins of that buildout. The past week (Dec. 8–14) delivered a clear message for U.S.-listed cloud names: it’s no longer enough to show strong “AI exposure.” Markets increasingly want proof of profitable growth, durable demand signals, and disciplined capital spending, especially after Oracle’s outlook and spending plans rattled confidence and Broadcom’s margin commentary reignited “AI bubble” fears across technology. Reuters+2Reuters+2 At the same time, headlines underscored how quickly the
14 December 2025
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Magnificent Seven Stocks Week Ahead: Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta and Tesla in Focus (Updated Dec. 14, 2025)

Magnificent Seven Stocks Week Ahead: Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta and Tesla in Focus (Updated Dec. 14, 2025)

Updated Sunday, December 14, 2025 The “Magnificent Seven” — Apple (AAPL), Microsoft (MSFT), Alphabet (GOOGL), Amazon (AMZN), Nvidia (NVDA), Meta Platforms (META) and Tesla (TSLA) — heads into the new week with a familiar setup: AI optimism powering earnings narratives, policy and regulation driving headline risk, and interest-rate sensitivity back at the center of price action after the Federal Reserve’s latest decision. Last week (Dec. 8–14, 2025) delivered a concentrated mix of catalysts: the Fed cut rates again but signaled caution, Big Tech’s global AI infrastructure buildout accelerated (with major India commitments), and AI’s geopolitical fault lines showed up in real time via Nvidia’s China export decisions and backlash. Reuters+3Reuters+3Reuters+3 And the stakes
14 December 2025
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SGX Week Ahead (Dec 15–19, 2025): Singapore Stocks Rally to Fresh High After Fed Cut — STI, Banks, REITs and Key Catalysts to Watch

SGX Week Ahead (Dec 15–19, 2025): Singapore Stocks Rally to Fresh High After Fed Cut — STI, Banks, REITs and Key Catalysts to Watch

Updated Sunday, 14 Dec 2025 Singapore’s stock market enters the new week with momentum after a late-week burst pushed the Straits Times Index (STI) to 4,586.45 on Friday (Dec 12) — a 1.5% daily gain that capped a ~1.8% rise from Monday’s close and underscored the market’s “rate-sensitive/value” leadership into year-end. The Business Times+1 But the coming week is also shaping up as a classic tug-of-war: lower policy rates and improving liquidity signals on one side, and renewed volatility in global technology “AI trade” names plus bond-market nerves on the other. The Business Times+2Financial Times+2 Below is what moved SGX-listed
14 December 2025
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IBEX 35 Week Ahead: Spain’s Bolsa de Madrid Outlook After Inditex Record, Naturgy Shock and ECB Countdown (Updated Dec 14, 2025)

IBEX 35 Week Ahead: Spain’s Bolsa de Madrid Outlook After Inditex Record, Naturgy Shock and ECB Countdown (Updated Dec 14, 2025)

Spain’s stock market heads into the new week with momentum intact—but with plenty of cross‑currents that could decide whether the IBEX 35 can hold above the psychologically important 17,000-point area it briefly reached on Friday. The benchmark IBEX 35 closed last week (Dec 8–12) at 16,854.4, up 0.99% on the week and up 45.36% so far in 2025, according to the official weekly bulletin from BME (Bolsas y Mercados Españoles). Sector performance stayed telling: banks outperformed again (IBEX 35 Banks +1.39% weekly; +103.39% YTD), while energy lagged (IBEX 35 Energy −1.67% weekly; +28.54% YTD). BME Bolsas y Mercados Españoles With
14 December 2025
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Comet 3I/ATLAS: Green-Glowing Interstellar Visitor Nears Its Closest Earth Pass on Dec. 19, 2025

Comet 3I/ATLAS: Green-Glowing Interstellar Visitor Nears Its Closest Earth Pass on Dec. 19, 2025

Updated: December 14, 2025 A rare messenger from another star system is sliding through our solar system right now—and it’s putting on a subtle but scientifically rich show. Comet 3I/ATLAS (also designated C/2025 N1 (ATLAS)) is only the third confirmed interstellar object ever observed inside our solar system. Over the last several days, fresh reporting and new datasets have sharpened the picture: the comet’s coma has taken on a faint green glow, and X-ray observatories are now seeing the interaction between its escaping gases and the solar wind—an unusual multiwavelength campaign that’s turning 3I/ATLAS into one of the most intensively monitored comets of 2025. NASA Science+2European Space Agency+2 Most
14 December 2025
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Italy Stock Market Week Ahead: FTSE MIB Outlook for Dec 15–19, 2025 as Banks, Budget Politics and the ECB Take Center Stage

Italy Stock Market Week Ahead: FTSE MIB Outlook for Dec 15–19, 2025 as Banks, Budget Politics and the ECB Take Center Stage

Updated: Sunday, December 14, 2025 (Piazza Affari / Borsa Italiana) Italian equities head into the new week with momentum in one hand and macro uncertainty in the other. The FTSE MIB spent much of the Dec. 8–12 trading week oscillating between “rate-cut relief” and “risk-off reality,” ending broadly steady on a weekly basis even as intraday swings remained sharp. One major takeaway: in Milan, bank leadership still matters most—especially when the interest-rate narrative shifts. troweprice.com+1 The coming week (Dec. 15–19) raises the stakes. Markets face a dense schedule of global data and central-bank decisions—most importantly, the European Central Bank meeting
14 December 2025
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Taiwan Stock Exchange Week Ahead: TAIEX Outlook for Dec. 15–19, 2025 as AI Rally, Central Bank Decision and Micron Earnings Take Center Stage

Taiwan Stock Exchange Week Ahead: TAIEX Outlook for Dec. 15–19, 2025 as AI Rally, Central Bank Decision and Micron Earnings Take Center Stage

Taiwan’s stock market heads into the third week of December with momentum still intact—but with more cross-currents than the index’s steady climb might suggest. The Taiwan Capitalization Weighted Stock Index (TAIEX) ended Friday, Dec. 12 at 28,198.02, extending its third consecutive weekly gain. Taiwan News Yet the path to that close was anything but smooth: the index set a record intraday high of 28,568.02 before a sharp pullback midweek, highlighting how quickly “AI optimism” can turn into profit-taking when positioning is crowded and year-end liquidity thins. Taiwan News With markets closed over the weekend (Dec. 13–14), investors now pivot to
14 December 2025
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Stock Market Today

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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