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.

Eli Lilly stock forecast 2026: Analysts see modest upside as pricing pressure bites

Eli Lilly stock forecast 2026: Analysts see modest upside as pricing pressure bites

Drugmakers plan to raise U.S. list prices on at least 350 branded medicines in 2026, according to data from healthcare research firm 3 Axis Advisors. The median increase is about 4%, and the figures do not reflect rebates or other discounts. The same dataset showed drugmakers also plan to cut list prices on about nine medicines, including a more than 40% reduction for diabetes drug Jardiance, sold by Boehringer Ingelheim and Eli Lilly, after Medicare negotiated a lower price for 2026. Reuters
1 January 2026
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Buffett’s CEO handoff is here — what analysts forecast for Berkshire Hathaway stock in 2026

Buffett’s CEO handoff is here — what analysts forecast for Berkshire Hathaway stock in 2026

Berkshire Hathaway Inc shares ended 2025 slightly lower on Warren Buffett’s final day as chief executive, as Greg Abel took over the top job at the $1.08 trillion conglomerate at the start of 2026. Class B shares closed down $1.06, or 0.2%, at $502.65, and Berkshire ended September with $381.7 billion of cash and equivalents while it has not said who will take over its $283.2 billion equity portfolio. Reuters
1 January 2026
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Micron stock forecast 2026: China’s CXMT IPO adds a new competition test for MU

Micron stock forecast 2026: China’s CXMT IPO adds a new competition test for MU

China’s ChangXin Memory Technologies said it plans to raise 29.5 billion yuan in a Shanghai initial public offering of 10.6 billion shares, with proceeds aimed at upgrading DRAM production and funding research, a prospectus showed. CXMT said it aims to begin production by end-2026 at an HBM back-end packaging facility in Shanghai, as it tries to gain ground in a market dominated by Micron Technology, Samsung Electronics and SK Hynix. Reuters
1 January 2026
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Saudi Aramco stock forecast 2026: Can dividends offset weak oil after 2025’s 15% slide?

Saudi Aramco stock forecast 2026: Can dividends offset weak oil after 2025’s 15% slide?

Saudi Arabian Oil Co, better known as Saudi Aramco, enters 2026 after its shares fell 15.04% in 2025, the stock’s worst annual drop since its December 2019 IPO, amid weak oil markets and rising regional tensions. Saudi Arabia’s benchmark ended the year about 13% lower, and Milad Azar, a market analyst at XTB MENA, said the market may rebound in 2026 as monetary policy eases and interest rates decline, but “key risks could remain oil and global growth.” Reuters
1 January 2026
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TSMC stock forecast 2026: New U.S. China licence and Nvidia H200 push put targets in focus

TSMC stock forecast 2026: New U.S. China licence and Nvidia H200 push put targets in focus

Taiwan Semiconductor Manufacturing Co said the U.S. Department of Commerce granted its Nanjing unit an annual export licence that allows U.S. export-controlled items to be supplied without the need for individual vendor licences. The approval replaces a waiver known as validated end-user status — which let designated plants receive some controlled items with fewer approvals — that expired on Dec. 31, and Samsung Electronics and SK Hynix have received similar licences. TSMC said the Nanjing fab makes 16-nanometre and other mature-node chips and generated about 2.4% of the company’s 2024 revenue. Reuters
1 January 2026
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Tesla stock forecast 2026: Baird sticks with $548 target as robotaxi milestones loom

Tesla stock forecast 2026: Baird sticks with $548 target as robotaxi milestones loom

Baird maintained a $548 price target on Tesla heading into 2026 and said robotaxi-related updates are likely to be the year’s key stock drivers. Analyst Ben Kallo said his team wants to “own TSLA into the new year,” pointing to potential announcements on robotaxi service, approvals in China and the European Union, and updates on Optimus and the Tesla Semi. Baird said its target is tied to long-dated EBITDA — earnings before interest, taxes, depreciation and amortization — discounted back to year-end 2026. Investing.com
1 January 2026
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Apple stock forecast for 2026: Can AAPL reach $350 as AI questions linger?

Apple stock forecast for 2026: Can AAPL reach $350 as AI questions linger?

Wedbush Securities analyst Dan Ives kept a $350 price target on Apple and listed the iPhone maker among his top five artificial-intelligence picks for 2026. “The elephant in the room remains the invisible AI strategy,” Ives wrote, saying Apple’s installed base of 2.4 billion iOS devices and 1.5 billion iPhones gives it leverage if it accelerates AI efforts. Business Insider
1 January 2026
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Alphabet stock forecast for 2026: Wall Street lifts targets to $385 as AI search meets a spending test

Alphabet stock forecast for 2026: Wall Street lifts targets to $385 as AI search meets a spending test

Citizens Financial Group analyst Andrew Boone lifted his 12-month price target — an estimate of where a stock could trade — on Alphabet to $385, implying about 22% upside from Tuesday’s close. “We view AI search as a tailwind near term for query growth,” Boone wrote in a research note. TD Cowen’s John Blackledge and Evercore ISI’s Mark Mahaney also carry bullish ratings, with price targets of $350 and $325, respectively, Barron’s reported. Barron's
1 January 2026
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Microsoft stock forecast for 2026: Wedbush puts $625 target on MSFT as “inflection year” looms

Microsoft stock forecast for 2026: Wedbush puts $625 target on MSFT as “inflection year” looms

Wedbush Securities analyst Dan Ives has put Microsoft at the top of his 2026 artificial intelligence stock list and set a $625 price target after the company’s shares rose about 16% in 2025. “FY26 for Microsoft remains the true inflection year of AI growth,” Ives wrote in a client note, referring to the company’s fiscal 2026 year. Business Insider
1 January 2026
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Nvidia stock forecast 2026: China’s H200 chip rush sets up NVDA’s next big test

Nvidia stock forecast 2026: China’s H200 chip rush sets up NVDA’s next big test

Chinese technology companies have ordered more than 2 million of Nvidia’s H200 artificial intelligence chips for delivery in 2026, far above the roughly 700,000 units the company has in stock, sources told Reuters. Nvidia has approached Taiwan Semiconductor Manufacturing Co to ramp production, with work expected to start in the second quarter of 2026, the people said. Reuters
1 January 2026
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Amazon stock forecast 2026: Analysts map 20%-plus upside for AMZN as cloud spending comes under scrutinyNEW YORK, January 1, 2026, 16:56 ET

Amazon stock forecast 2026: Analysts map 20%-plus upside for AMZN as cloud spending comes under scrutinyNEW YORK, January 1, 2026, 16:56 ET

Amazon.com enters 2026 with Wall Street still penciling in double-digit gains, with analysts tracked by StockAnalysis.com setting an average 12-month price target of $284.70 — a forecast of about 23% upside from the stock’s Dec. 31 close. The same dataset shows analysts expecting fiscal 2026 revenue of $811.23 billion and earnings per share, a measure of profit per share, of $8.11. StockAnalysis
1 January 2026
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Big Tech stocks 2026 forecast: Nvidia’s China chip rush sets the first test for AI leaders

Big Tech stocks 2026 forecast: Nvidia’s China chip rush sets the first test for AI leaders

Nvidia has approached Taiwan Semiconductor Manufacturing Co to ramp up production of its H200 artificial intelligence chips as Chinese technology companies place large orders for 2026, sources told Reuters. The push puts AI chip supply — and the politics around who gets it — back at the center of the 2026 outlook for Big Tech stocks. Reuters
1 January 2026
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2026 Natural Gas Price Forecast: Banks Trim Price Decks, EIA Sees $4 Henry Hub

2026 Natural Gas Price Forecast: Banks Trim Price Decks, EIA Sees $4 Henry Hub

Banks that lend to the U.S. oil and gas industry trimmed their 2026 natural gas price deck to $3.43 per million British thermal units, a standard unit of heat energy, down from $3.54 in the spring, a Haynes Boone survey of 29 lenders showed. The survey also lowered the 2026 oil assumption to $55.44 a barrel and put a downside gas case at $2.79/mmBtu. MRT
1 January 2026
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EV Stocks 2026 Forecast: China Tightens Incentives as BYD Growth Cools

EV Stocks 2026 Forecast: China Tightens Incentives as BYD Growth Cools

China has tightened its 2026 “cash-for-clunkers” trade-in subsidies for “new energy vehicles” — a policy term for electric cars and hybrids — by linking the maximum rebate to higher-priced models, according to a Commerce Ministry document. “The revised 2026 vehicle trade-in subsidy programmes will reduce support for mid-to-low-priced vehicles under 150,000 yuan,” Deutsche Bank analyst Bin Wang wrote in a note. The Star
1 January 2026
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Silver price forecast 2026: What comes next after the $80 breakout and 161% surge

Silver price forecast 2026: What comes next after the $80 breakout and 161% surge

Silver’s record 2025 rally has reset the starting point for the 2026 silver price forecast, after the metal rose 161% and broke the $80-per-ounce mark for the first time. Gold climbed 66% and copper hit an all-time high of $12,960 a tonne on the London Metal Exchange, keeping metals in focus as traders map the next move. “Demand for metals is looking solid from both an industrial and retail perspective,” said Tim Waterer, chief market analyst at KCM Trade. Reuters
1 January 2026
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Stock Market Today

  • S&P 500, Nasdaq end down as investors await tech earnings
    July 22, 2026, 8:34 PM EDT. The S&P 500 and Nasdaq finished down on July 22, as technology shares showed a mixed performance. Traders waited for key earnings reports to gauge whether enthusiasm for AI would keep driving the market rally.