Marcin Frąckiewicz

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 China H200 payment demand hits chip stocks premarket as Intel pops, TSMC sinks

Nvidia’s China H200 payment demand hits chip stocks premarket as Intel pops, TSMC sinks

Nvidia rose about 1% in U.S. premarket trade on Thursday after Reuters reported the company is requiring full upfront payment from Chinese customers seeking its H200 artificial intelligence chips, tightening terms as Beijing weighs approvals. Taiwan Semiconductor Manufacturing fell 2.6%, Advanced Micro Devices slid 2% and Intel jumped 6.4%, while the iShares Semiconductor ETF was down about 1%. Reuters
8 January 2026
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Space and Defense Stocks Jump as Trump Pitches $1.5 Trillion Military Budget, Despite Buyback Crackdown

Space and Defense Stocks Jump as Trump Pitches $1.5 Trillion Military Budget, Despite Buyback Crackdown

U.S. space and defense stocks jumped in early premarket trade on Thursday after President Donald Trump called for a $1.5 trillion military budget for 2027, with Lockheed Martin up 7.2% and Northrop Grumman up 7.5%. RTX gained 4.9% and Kratos Defense rose 7.1%, even as Dow, S&P 500 and Nasdaq futures fell about 0.2%-0.3% heading into Friday’s payrolls report. Jefferies economist Mohit Kumar warned that a shift toward more government intervention could “create uncertainty” and add to some risk premium. Reuters
8 January 2026
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Oil stocks slide before the open as Exxon flags up to a $1.2 billion hit — what to watch next

Oil stocks slide before the open as Exxon flags up to a $1.2 billion hit — what to watch next

Oil stocks fell in U.S. premarket trade on Thursday, led by Exxon Mobil down 2.1% and ConocoPhillips off 3.3%. Exxon slid after it said in a regulatory filing that lower crude prices could cut fourth-quarter upstream earnings by about $800 million to $1.2 billion. Chevron was down 0.8% and the Vanguard Energy ETF, a broad gauge of the sector, dipped about 1%. Reuters
8 January 2026
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Stock Market Today 08.01.2026

Stock Market Today 08.01.2026

LIVEMarkets rolling coverageStarted: January 8, 2026, 12:00 AM ESTUpdated: January 8, 2026, 11:59 PM EST Royalty Pharma Undervalued on DCF Despite 1-Year Rally (RPRX) January 8, 2026, 11:59 PM EST. RPRX trades at $40.26, after a 40% return in the last year. A Discounted Cash Flow model-using a 2-stage Free Cash Flow to Equity framework-yields an intrinsic value around $179.83 a share, implying the stock is about 77.6% undervalued versus today. The model assumes TTM FCF of roughly $429.4 million and forecasts growth to about $4.2 billion by 2030. On a multiples basis, the stock trades at P/E 22.49x, above
8 January 2026
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Chevron stock price forecast: CVX slips as $22 bln Lukoil bid talk and Venezuela oil control jolt the outlook

Chevron stock price forecast: CVX slips as $22 bln Lukoil bid talk and Venezuela oil control jolt the outlook

Chevron fell 0.9% to $155.17 in afternoon trade after Reuters reported private equity group Quantum Energy Partners is working on a bid that could involve the U.S. oil major for Lukoil’s international assets. A Chevron spokesperson said the company “continues to assess potential opportunities,” but declined to comment on commercial matters. Reuters
7 January 2026
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Uber stock price forecast: Robotaxi debut, analyst targets and the next catalysts for UBER

Uber stock price forecast: Robotaxi debut, analyst targets and the next catalysts for UBER

Uber Technologies shares rose 0.7% to $86.10 on Wednesday after Uber and partners Lucid and Nuro debuted a production-intent robotaxi at CES, the Consumer Electronics Show, in Las Vegas. Uber, which sold its self-driving unit to Aurora Innovation in 2020, has since leaned on partnerships to bring robotaxis onto its app. The stock traded between $85.16 and $87.73.
7 January 2026
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Intel stock price forecast: INTC jumps on 18A chip rollout as a $50 target re-enters view

Intel stock price forecast: INTC jumps on 18A chip rollout as a $50 target re-enters view

Intel shares jumped 6.3% to $42.56 in afternoon trading on Wednesday, outpacing a slide in chip ETFs, as investors leaned into the company’s CES pitch that its new 18A manufacturing push is ready for prime time. The iShares Semiconductor ETF fell 1.2% and VanEck’s chip ETF slipped 0.7%, while the Nasdaq 100 ETF was modestly higher and the S&P 500 ETF edged down.
7 January 2026
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Meta stock price forecast: China review of Manus deal drags META as Wall Street targets $822

Meta stock price forecast: China review of Manus deal drags META as Wall Street targets $822

Meta Platforms shares fell about 1.7% to $649.66 on Wednesday afternoon after a report said Chinese officials are reviewing the company’s purchase of artificial intelligence startup Manus. The Financial Times said the review could hinge on whether the transaction required an export license under Chinese law; Meta and Manus did not respond to requests for comment. Reuters
7 January 2026
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AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

AerCap

NYSE: AER 95 / 100
#2 BUY

Uber

NYSE: UBER 93 / 100
#3 BUY ON WEAKNESS

Taiwan Semiconductor

NYSE: TSM 91 / 100
#4 ACCUMULATE

AIG

NYSE: AIG 88 / 100
#5 BUY THE RESET

Ferguson

NYSE: FERG 86 / 100
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Editorial model selection. Not personalised advice.