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.

AI Stocks Today (Dec. 12, 2025): Broadcom and Oracle Spark Fresh AI Bubble Fears as Nvidia, AMD and Big Tech Slide at Midday

AI Stocks Today (Dec. 12, 2025): Broadcom and Oracle Spark Fresh AI Bubble Fears as Nvidia, AMD and Big Tech Slide at Midday

Updated: Friday, Dec. 12, 2025 (midday U.S. session). Prices cited below reflect quotes around 12:25 p.m. ET and may move quickly. Wall Street’s AI trade is getting stress-tested again on Friday — and the pressure point isn’t demand for AI, but what investors are willing to pay for it. By midday, AI-chip and AI-infrastructure leaders are leading the downside after Broadcom’s margin warning and renewed unease around Oracle’s debt-funded AI buildout, prompting a broad pullback in the Nasdaq-heavy growth complex. At the same time, the broader market remains within reach of record territory, with investors rotating into sectors perceived as less exposed to AI valuation risk. Reuters+2Financial
US Stock Market After the Opening Bell (Dec. 12, 2025): Dow Rises While S&P 500 and Nasdaq Slip as AI Trade Faces a New Reality Check

US Stock Market After the Opening Bell (Dec. 12, 2025): Dow Rises While S&P 500 and Nasdaq Slip as AI Trade Faces a New Reality Check

U.S. stocks were mixed after Friday’s opening bell as Broadcom and Oracle reignited AI “bubble” worries, while investors weighed Fed rate-cut debate, policy headlines, and a busy week ahead. NEW YORK (Dec. 12, 2025) — U.S. stocks traded mixed shortly after the opening bell on Friday, with the Dow Jones Industrial Average edging higher while the S&P 500 and Nasdaq dipped as the market digested a fresh wave of scrutiny around artificial-intelligence spending and profitability. The early tone reflected a tug-of-war between still-bullish macro momentum following the Federal Reserve’s midweek rate cut and renewed concerns that parts of the AI-led rally
Top Stock Market Losers After the Opening Bell (Dec. 12, 2025): Broadcom Leads Decliners as AI Margin, Capex Fears Hit Tech

Top Stock Market Losers After the Opening Bell (Dec. 12, 2025): Broadcom Leads Decliners as AI Margin, Capex Fears Hit Tech

NEW YORK — Friday, Dec. 12, 2025 (updated around 9:46 a.m. ET): U.S. stocks opened mixed, with the tech-heavy Nasdaq under pressure while the Dow held up better—an early sign that investors are still rotating away from the most crowded parts of the “AI trade” and into other pockets of the market. AP News+1 The biggest early losers were concentrated in semiconductors and data-infrastructure names—led by Broadcom, which extended a sharp slide after management flagged pressure on gross margins tied to the company’s fast-growing AI systems business. Meanwhile, storage and memory names—some of 2025’s biggest winners—also fell in a bout of profit-taking. Slickcharts+4Slickcharts+4Slickcharts+4 Below is a
US Economic Calendar After the Bell: What to Watch After the Stock Market Close on Dec. 12, 2025

US Economic Calendar After the Bell: What to Watch After the Stock Market Close on Dec. 12, 2025

Published Friday, Dec. 12, 2025 at 3:30 p.m. EST With U.S. stocks approaching the closing bell on Friday, Wall Street is shifting from year-end positioning to a fast-approaching wave of long-delayed, market-moving economic releases. Investors have spent weeks navigating a “data blackout” created by a lengthy federal government shutdown—and now the backlog is finally set to land, starting with late-day updates today and escalating into next week’s headline events: the November U.S. jobs report and the November Consumer Price Index (CPI). Reuters+1 Below is what’s still on the U.S. economic calendar after the bell on Dec. 12, along with the freshest forecasts and
Singapore Stock Market Today: STI Jumps 1.5% to 4,586 as Banks Rally; Sembcorp-Alinta Deal and Seatrium Contract in Focus (Dec 12, 2025)

Singapore Stock Market Today: STI Jumps 1.5% to 4,586 as Banks Rally; Sembcorp-Alinta Deal and Seatrium Contract in Focus (Dec 12, 2025)

SINGAPORE (Dec 12, 2025) — The Singapore stock market ended the week on a strong note on Friday, with the Straits Times Index (STI) climbing 1.5% (up 65.62 points) to 4,586.45. Market breadth was firmly positive, as gainers outpaced losers 360 to 200, with 1.3 billion securities changing hands for roughly S$1.7 billion in turnover. The Business Times Today’s upswing came as Asian equities broadly advanced, even while global investors continued to debate the “next leg” of the rally after renewed volatility in big tech — a theme reignited by Oracle’s weak forecast and heavier AI-related spending plans. The Business Times+2Reuters+2 Market snapshot: What happened on SGX today Singapore shares moved higher alongside most regional markets.
Tokyo Stock Market Today (Dec. 12, 2025): Nikkei Jumps 1.4% as Topix Hits Record Close Ahead of BOJ Rate Hike

Tokyo Stock Market Today (Dec. 12, 2025): Nikkei Jumps 1.4% as Topix Hits Record Close Ahead of BOJ Rate Hike

TOKYO, Dec. 12, 2025 — Japan’s stock market ended the week with a sharp rebound in Tokyo on Friday, as the Nikkei 225 rallied and the broader Topix notched a record closing high, powered by a surge in metals and a broad-based lift in cyclical sectors. The bounce followed a volatile stretch for global tech and AI-linked shares, with investors balancing Wall Street’s post-Fed optimism against renewed jitters around whether massive AI spending will translate into profits. The Economic Times+2Reuters+2 Tokyo market snapshot: Nikkei rebounds, Topix sets a new closing record By the close in Tokyo: Friday’s advance was also notably broad:
Australia Stock Market Today (12 Dec 2025): ASX 200 Jumps 1.23% to 8,697 as Miners, Banks and Gold Shares Ignite a “Santa Rally”

Australia Stock Market Today (12 Dec 2025): ASX 200 Jumps 1.23% to 8,697 as Miners, Banks and Gold Shares Ignite a “Santa Rally”

SYDNEY, 12 December 2025 — Australia’s share market finished the week with its strongest session in more than a month, as a surge in miners, gold stocks and big banks lifted the benchmark S&P/ASX 200 to a four‑week high and extended a run of weekly gains. The ASX 200 closed up 1.23% (105.3 points) at 8,697.3, while the All Ordinaries rose 1.19% to 8,983.3. AAP News+2Market Index+2 The rally was broad and decisive—yet the day also underlined a theme that has shaped December trading globally: cyclical and value-heavy markets like Australia are catching a bid while tech remains choppier, with investors balancing easier US monetary policy against higher-for-longer narratives elsewhere. Market Index+2AMP+2
Stock Market Today: What to Know Before the U.S. Market Opens (Dec. 12, 2025)

Stock Market Today: What to Know Before the U.S. Market Opens (Dec. 12, 2025)

U.S. stock futures are mixed ahead of Friday’s opening bell, with investors weighing fresh volatility in AI-linked mega-cap tech against a widening rally that has pushed the Dow and S&P 500 to new highs. Futures tied to the Dow Jones Industrial Average were pointing modestly higher, while S&P 500 futures edged lower and Nasdaq 100 futures lagged more noticeably—an early signal that markets may keep rotating away from high-multiple growth and toward “value” and cyclical names. Investopedia That rotation has been the defining story of the week: Thursday’s session ended with the Dow jumping to a record close and the S&P
Canada Stock Market Today: What to Know Before the TSX Opens on December 12, 2025

Canada Stock Market Today: What to Know Before the TSX Opens on December 12, 2025

Canada’s stock market heads into Friday’s open with the S&P/TSX Composite coming off a fresh record close, while commodities (oil, gold, copper) remain the biggest swing factor for a TSX that’s still heavily driven by energy and materials. The other headline driver: global tech “AI payoff” jitters after Oracle’s slide, even as broader markets digest the Federal Reserve’s latest rate cut and a softer U.S. dollar. TradingView+2Reuters+2 Below is what matters most before the Toronto Stock Exchange opens at 9:30 a.m. ET—and what could move Canadian stocks early. Pre-market snapshot: the numbers setting the tone TSX setup U.S. futures (important for Canada’s open) Commodities (TSX’s daily heartbeat)
XRP Price Today (Dec. 12, 2025): XRP Holds Near $2 as Ripple’s AMINA Bank Deal, Wrapped XRP Launch and New TOXR ETF Drive Focus

XRP Price Today (Dec. 12, 2025): XRP Holds Near $2 as Ripple’s AMINA Bank Deal, Wrapped XRP Launch and New TOXR ETF Drive Focus

December 12, 2025 — The XRP price today is hovering around $2.03–$2.04, as traders weigh a stack of XRP-specific catalysts against a shifting macro backdrop. XRP has spent much of December defending the psychologically important $2.00 area, and today’s headlines add fresh fuel to the debate over whether the token is consolidating for a rebound—or simply pausing before its next larger move. Coinbase+1 Key takeaways XRP price today: where XRP is trading right now As of December 12, XRP is trading just above $2, with live feeds clustering near $2.03 and broader market snapshots around $2.04 depending on venue and
Lululemon CEO Calvin McDonald to Step Down: What It Means for LULU Stock Price, Earnings Outlook, and Wall Street Forecasts (Dec. 12, 2025)

Lululemon CEO Calvin McDonald to Step Down: What It Means for LULU Stock Price, Earnings Outlook, and Wall Street Forecasts (Dec. 12, 2025)

Lululemon Athletica (NASDAQ: LULU) is heading into 2026 with a major leadership transition—and investors are trying to decide whether this is the reset the brand needs, or another sign that its North American growth engine is still sputtering. Late Thursday, the company confirmed that CEO Calvin McDonald will step down at the end of January 2026, kicking off a formal CEO search while two senior executives share interim leadership. The news landed alongside third-quarter fiscal 2025 results that beat expectations on revenue and EPS, helped by international strength (especially China), even as U.S. trends remained soft and margin pressure persisted.
Silver Price Today, December 12, 2025: Spot Silver Near Record High Above $64 as Fed Cuts and Supply Fears Fuel Rally

Silver Price Today, December 12, 2025: Spot Silver Near Record High Above $64 as Fed Cuts and Supply Fears Fuel Rally

Silver price today is holding near record territory on Friday, December 12, 2025, as a powerful mix of macro tailwinds and physical-market narratives keeps the “grey metal” in focus. Spot silver hit a fresh record high at $64.32 per ounce before easing back, with Reuters quoting spot at $63.87/oz by 09:45 GMT. Reuters On widely followed retail pricing feeds, silver was still trading around the $64.20–$64.32/oz area in the U.S. morning, with intraday ranges pushing into the mid-$64s. Kitco Silver price today in the headlines Here are the dominant themes across today’s coverage and market commentary: Silver price today: spot
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Stock Market Today

Diageo share price slips into the weekend as investors eye Feb. 25 results

Diageo share price slips into the weekend as investors eye Feb. 25 results

7 February 2026
Diageo shares closed down 1.48% at 1,760 pence on Friday, trailing a 0.59% gain in the FTSE 100. An updated analyst consensus points to a 2.0% fall in first-half organic net sales ahead of interim results due Feb. 25. Trading volume was light, and the stock remains over 22% below its 52-week high.
National Grid share price: what to know before London reopens after BoE signal

National Grid share price: what to know before London reopens after BoE signal

7 February 2026
National Grid shares closed at 1,285 pence in London on Friday, up 0.23%. The Bank of England held rates at 3.75% after a close vote, signaling possible cuts if inflation falls. National Grid announced a wireless power transmission study with Space Solar and marked five years of IFA2 interconnector operations. Its U.S. ADR ended at $88.06, up $1.17.
BAE Systems share price rises into weekend — what to watch before Monday’s London open

BAE Systems share price rises into weekend — what to watch before Monday’s London open

7 February 2026
BAE Systems shares closed up 1.2% at 1,879 pence on Friday, tracking gains in European defence stocks. The company’s market value stands near £54.8 billion. Investors await BAE’s full-year results on Feb. 18 for updates on cash returns and orders. GXO Logistics renewed and expanded its contract to support BAE’s Type 26 frigate program in Scotland.
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