Today: 7 February 2026
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Mateusz Kaczmarek

A technology and finance expert writing for TS2.tech. He analyzes developments in satellites, telecommunications, and artificial intelligence, with a focus on their impact on global markets. Author of industry reports and market commentary, often cited in tech and business media. Passionate about innovation and the digital economy.

IonQ (INBX) Stock Soars on Quantum Breakthrough and $2B Deal – Bubble or Next Big Thing?

IonQ (INBX) Stock Soars on Quantum Breakthrough and $2B Deal – Bubble or Next Big Thing?

Stock Performance and Price In late October 2025, IonQ’s share price was around $60 after a tumultuous run. The stock peaked near $82 on Oct. 13 – a 75% year-to-date gain – but then fell back into the $60s ts2.tech ts2.tech. By Oct. 23 (the last full trading day), IonQ closed near $59.4 marketbeat.com. That week, Wednesday’s WSJ news and Thursday’s session saw large intraday swings: the price spiked to about $62.9 mid-day on Oct. 23 before settling around $59–60 marketbeat.com. Trading volume has been very heavy. For example, on Oct. 23 roughly 65 million shares traded hands – nearly triple the typical daily
24 October 2025
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CrowdStrike (CRWD) Stock Soars on AI Cybersecurity Boom — Record Highs

CrowdStrike (CRWD) Stock Soars on AI Cybersecurity Boom — Record Highs

Stock Price and Recent Rally CrowdStrike’s stock has climbed sharply in October. After trading near $484 in mid-October, the share price jumped into the $520s by Oct 23 investing.com. For example, CRWD rose 3.91% on Oct 20 and 4.37% on Oct 23 investing.com, propelled by strong technical momentum and positive headlines. Over the past year the stock is up about 65% ts2.tech, vastly outpacing the S&P 500, as investors bet on its AI-driven growth. Technical indicators have also turned bullish: TipRanks noted on Oct 23 that CRWD’s 20-day exponential moving average (~$490) was well below the then-price (~$504), generating a
24 October 2025
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Palantir-Lumen AI Deal Sparks Stock Rally – CEO Warns of “Arms Race”

Palantir-Lumen AI Deal Sparks Stock Rally – CEO Warns of “Arms Race”

Palantir and Lumen Forge a New AI Infrastructure Alliance On Oct. 23, Palantir Technologies and Lumen Technologies unveiled a “multi-year, multi-million-dollar” strategic partnership to fuse Palantir’s AI/data platform with Lumen’s high-speed networking. According to the official release, the alliance will help enterprises “deploy AI faster and more securely” by combining Palantir’s Foundry/AIP software with Lumen’s next-generation “Connectivity Fabric” businesswire.com. Bloomberg News had reported Lumen would spend over $200 million on Palantir software aimmediahouse.com reuters.com, making this one of Palantir’s largest commercial deals to date. In a joint Fox Business interview, Palantir CEO Alex Karp stressed the national security stakes: “We’re in
24 October 2025
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Inhibrx Biosciences Stock Soars on Breakthrough Cancer Trial News

Inhibrx Biosciences Stock Soars on Breakthrough Cancer Trial News

Breakthrough Trial Results in Rare Bone Cancer Inhibrx’s lead drug, ozekibart, achieved a landmark win in its ChonDRAgon trial for advanced conventional chondrosarcoma. This rare bone cancer has no approved systemic therapies, so the positive data are significant. According to the company and press accounts, the trial met its primary endpoint with a statistically significant jump in progression-free survival (PFS) biospace.com. Patients on ozekibart lived a median 5.52 months without progression versus 2.66 months on placebo – a 52% reduction in the risk of progression or death biospace.com. All patient subgroups (including those with or without IDH mutations) saw benefit,
24 October 2025
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Broadcom (AVGO) Stock Skyrockets on $10B OpenAI AI Chip Deal – Are $450 Price Targets Next?

Broadcom (AVGO) Stock Skyrockets on $10B OpenAI AI Chip Deal – Are $450 Price Targets Next?

OpenAI Partnership Fuels AI Chip Frenzy Broadcom’s recent stock rally has been led by blockbuster AI deals. The centerpiece is an OpenAI collaboration announced on Oct. 13, 2025: Broadcom will co-develop OpenAI’s first in-house AI processor. Under this agreement, Broadcom will design and deploy racks of custom AI accelerator chips (10 GW total) for OpenAI starting in late 2026 reuters.com. The scale is enormous – 10 GW is roughly the power used by 8 million U.S. homes – and signals Broadcom’s deepening role in the AI infrastructure race. OpenAI CEO Sam Altman praised the partnership as “a critical step in
24 October 2025
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Supermicro Stock Plunges 8% After Revenue Forecast Cut – Is the AI Server Gold Rush Over?

Supermicro Stock Plunges 8% After Revenue Forecast Cut – Is the AI Server Gold Rush Over?

SMCI shares fell about 8% on Oct. 23 after Super Micro said Q1 (FY2026) revenue would be ~$5 billion, down from a prior $6–7 billion forecast ts2.tech. The company blamed “design win upgrades” and delivery schedule shifts on major AI server orders ts2.tech. Supermicro reaffirmed its full-year FY2026 revenue guide of ≥$33 billion ts2.tech. Despite the drop, SMCI stock is still up roughly 60–70% in 2025 reuters.com ts2.tech on surging AI demand. Major tech firms are projected to spend ~$400 billion on AI infrastructure in 2025 reuters.com, underscoring continued tailwinds. Analysts are split: some (e.g. Needham) remain bullish (Buy, $60 target ts2.tech), while others
24 October 2025
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Stripe’s $350B Fintech Fortune: JPMorgan’s Bold AI-Crypto Prediction

Stripe’s $350B Fintech Fortune: JPMorgan’s Bold AI-Crypto Prediction

JPMorgan Forecast: AI + Crypto = $350B Market In late October 2025, JPMorgan research highlighted Stripe as a prime beneficiary of two “massive shifts in global finance” – namely the rise of AI-driven commerce and the evolution of digital money cryptodnes.bg. In a new report, JPMorgan analysts predict Stripe’s moves into AI commerce and crypto payments could let it “access a $350 billion market by 2030” coincentral.com. The analysts even describe the opportunity as a “twin revolution in intelligence and money movement,” reflecting parallel growth in AI “agentic commerce” and programmable money coincentral.com coincentral.com. They note Stripe’s early partnerships with
24 October 2025
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IT Crash at Alaska Airlines: All Flights Grounded, Hundreds Canceled

IT Crash at Alaska Airlines: All Flights Grounded, Hundreds Canceled

Outage Timeline and Airline Response On Thursday afternoon (Oct. 23), Alaska Airlines reported a “significant IT outage” at its Seattle-area data center news.alaskaair.com. Soon after 3:30 pm Pacific, the airline imposed a system-wide ground stop on all Alaska and Horizon flights news.alaskaair.com. (Hawaiian Airlines flights were not halted.) By 11:30 pm PT the carrier announced the ground stop was lifted and flights were resuming news.alaskaair.com. In a midnight Pacific statement, Alaska said it was “working to get our operations back on track as quickly and safely as possible” news.alaskaair.com. Alaska urged passengers to check flight status before going to airports and noted it
24 October 2025
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Quantum Gold Rush: D-Wave (QBTS) Stock Rockets on Government Funding Hopes and Breakthrough Deals

Quantum Gold Rush: D-Wave (QBTS) Stock Rockets on Government Funding Hopes and Breakthrough Deals

Market Reaction & Stock Performance D-Wave’s market performance has been nothing short of dramatic. After lingering near $1 in late 2024, QBTS exploded in 2025. By early October it had tripled on the year, and on Oct. 15 it briefly hit $46.75 – about a 30-fold jump from a year earlier ts2.tech ts2.tech. Technical indicators flagged the stock as “overbought” after that rally ts2.tech, and the subsequent selloff into Oct. 22 was swift: the stock fell about 35% from its high to close ~$27.30 on Oct. 22 ts2.tech ts2.tech. Traders cite profit-taking and a broad tech-sector wobble (fears of U.S.
24 October 2025
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BigBear.ai (BBAI) Stock Skyrockets on Defense AI Boom – Price, Deals & Analyst Forecast (Oct 24, 2025)

BigBear.ai (BBAI) Stock Skyrockets on Defense AI Boom – Price, Deals & Analyst Forecast (Oct 24, 2025)

Stock run-up: BBAI shares are up roughly 80–100% year-to-date (2025) and over 300% from a year ago ts2.tech. The stock recently spiked on defense-AI deal news (hitting ~$9.39 on Oct 14) but has since cooled, trading around $6.6–$7.2 by Oct 22 ts2.tech fintel.io. – Latest deals: On Oct. 13 BigBear.ai announced a partnership with Tsecond to deploy its ConductorOS AI software on rugged field hardware – an “edge AI” solution for tactical military use ir.bigbear.ai ts2.tech. In September it teamed with SMX for the U.S. Navy’s UNITAS 2025 exercise, and on Oct. 23 rolled out its VeriScan facial-recognition system for
24 October 2025
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Tesla and Nokia Stocks Soar on EV Deliveries and 5G Deal Frenzy – What’s Next for Investors?

Tesla and Nokia Stocks Soar on EV Deliveries and 5G Deal Frenzy – What’s Next for Investors?

Tesla (TSLA): Record Deliveries and Profit Squeeze Tesla’s third-quarter report (Oct 22) was a tale of two stories. Sales and deliveries hit new highs — revenue topped $28.1 billion, beating analysts’ ~$26.4B estimate reuters.com, and nearly 497,000 vehicles were delivered (a 7% YoY jump). Much of this was a Sept. surge as U.S. buyers scrambled to get the $7,500 tax credit before it expired reuters.com ts2.tech. CEO Elon Musk also rolled out new “Standard” (low-cost) Model 3/Y variants with ~$5K lower prices, aiming to lock in more volume reuters.com. However, earnings disappointed. Tesla’s GAAP profit missed forecasts for the fourth straight quarter,
24 October 2025
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Transocean Stock Skyrockets After Insider Buys Millions and Wins $243M Deepwater Contracts

Transocean Stock Skyrockets After Insider Buys Millions and Wins $243M Deepwater Contracts

Insider Buying and New Deals Transocean’s recent rally was ignited by concrete news. As noted, Frederik Mohn’s $12M stock purchase was a signal to the market ts2.tech. Shortly before that, the company announced the two deepwater drillship extensions described above. The Atlas (U.S. Gulf) was booked for 365 days at a firm dayrate, and the Mykonos (Brazil) for 30 days deepwater.com. These awards alone add ~$243M to backlog, which management reports at about $6.7B deepwater.com. In context, this year’s backlog has held up well (versus ~$7.2B at Q2’25) – reflecting ongoing demand for modern deepwater rigs. The new contracts came
24 October 2025
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