Mateusz Kaczmarek

Mateusz Kaczmarek is a financial and technology journalist at TS2.tech, covering stocks, artificial intelligence, semiconductors and global market developments. A graduate of the Poznań University of Economics and Business, he previously worked in financial analysis before moving into business journalism. His reporting focuses on technology companies, market trends and the forces shaping global investment markets. Follow Mateusz Kaczmarek on Google News.

Bloom Energy’s Big Break: $5B Brookfield AI Deal Sends Stock Surge – Experts Weigh In

Bloom Energy’s Big Break: $5B Brookfield AI Deal Sends Stock Surge – Experts Weigh In

Brookfield Asset Management – a $1+ trillion alternative asset manager – unveiled this strategic AI-infrastructure investment on Oct 13, 2025. According to Brookfield and Bloom’s joint announcement: Brookfield will invest up to $5 billion to “deploy Bloom’s advanced fuel cell technology” at AI data centers businesswire.com nasdaq.com. The partnership marks Brookfield’s first move in its dedicated “AI Infrastructure” fund, which already includes investments in data centers and renewable energy globally. Brookfield’s Sikander Rashid explained that Bloom’s fuel cells give Brookfield “the unique capability to design and construct modern AI factories with a holistic and innovative approach to power needs” businesswire.com.
13 October 2025
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Tech ETFs Explode (and Implode) After Trade Truce: QQQ Rockets as TQQQ Traders Cash Out – What’s Next?

Tech ETFs Explode (and Implode) After Trade Truce: QQQ Rockets as TQQQ Traders Cash Out – What’s Next?

QQQ, the Nasdaq-100 ETF, tracks the 100 largest non-financial companies on Nasdaq azat.tv. On Friday Oct 10, QQQ plunged ~3.5% as President Trump announced plans to double tariffs on Chinese imports and restrict rare-earth exports, renewing trade war fears tipranks.com reuters.com. This knocked major tech shares lower and dragged QQQ to a 5-day decline of about 2.9% tipranks.com. Over the weekend Trump backpedaled, tweeting that he didn’t want to “hurt” China and that things would be fine, which soothed investors. On Monday, futures were up: Nasdaq 100 futures jumped ~1.8% by Monday morning reuters.com. TipRanks notes that as of pre-market Mon Oct 13, QQQ was up around 1.8% tipranks.com, recouping some losses. This volatility reflects how sensitive QQQ is to geopolitics – after all, even though QQQ is up ~16% YTD, a single weekend tweet moved it several percent.
13 October 2025
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SpaceX’s Starship Ignites Moon-Race Drama: Will NASA Beat China?

SpaceX’s Starship Ignites Moon-Race Drama: Will NASA Beat China?

SpaceX’s next Starship test is set for Oct. 13, 2025, marking the final launch of the current “Block 2” version ts2.tech. Flight 11 will replicate Flight 10’s profile but test new landing techniques and a reinforced heat shield ts2.tech space.com. NASA is betting Artemis III on Starship for crewed lunar landings, even as China pushes for its first moonwalk by 2030 krgv.com reuters.com. Experts warn NASA’s plan is “extraordinarily complex” krgv.com and may slip; former NASA chief Jim Bridenstine remarked “it doesn’t make a lot of sense… if you’re trying to go first to the moon, this time to beat China” krgv.com. Acting NASA boss Sean Duffy vows “we are going to win the second space race” against China abcnews.go.com. SpaceX itself is booming: its Starlink network now tops ~8,500 satellites and ~$15.5 billion in annual revenue ts2.tech, driving a private valuation near $400 billion ts2.tech. Elon Musk’s other company, Tesla, has surged past $450, bolstered by record EV sales ts2.tech. Space-tech stocks are hot: for example, Rocket Lab is up ~95% YTD at ~$50 per share ts2.tech on its rapid launch cadence.
13 October 2025
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Markets in Limbo: Stocks Soar on Trade Truce Hopes – But Is a Pullback Imminent?

Markets in Limbo: Stocks Soar on Trade Truce Hopes – But Is a Pullback Imminent?

Last Week’s Close: U.S. indices ended sharply lower on Friday, Oct 10. The Dow Jones Industrials fell 878.82 points to 45,479.60 nasdaq.com. The tech-heavy Nasdaq Composite plunged 820.20 points to 22,204.43 nasdaq.com — its steepest drop since April 10. The S&P 500 lost 182.60 points to 6,552.51, its largest single-day slide since April 10 nasdaq.com. Only one of the 11 S&P sectors managed a gain. Market breadth was weak: for example, the XLK technology ETF fell 4.1%, and most stocks declined nasdaq.com. The VIX “fear gauge” jumped to 21.66 nasdaq.com.
13 October 2025
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Nvidia-Backed AI Data-Center Stock APLD Rockets on $11B Deal – Too Late to Buy?

Nvidia-Backed AI Data-Center Stock APLD Rockets on $11B Deal – Too Late to Buy?

Applied Digital started as a crypto-hosting company but has aggressively pivoted into AI and cloud infrastructure. Its flagship “Polaris Forge” projects in North Dakota are purpose-built AI data-center campuses: ultra-efficient facilities cooled by closed-loop liquid systems and powered by abundant local hydro power. These campuses will serve “hyper-scale” AI workloads, primarily training large language models and other machine learning tasks. As Motley Fool explained, APLD “designs, builds, and operates high-performance, sustainably engineered data centers and colocation services for artificial intelligence, cloud, networking, and blockchain workloads.” nasdaq.com. In practice, the company is effectively selling “digital real estate” to the AI economy, with multi-year leases that guarantee revenue.
13 October 2025
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Mega Metal Rally! Gold Rockets Past $4,000 as Silver Nears $52 on Debasement Fears

Mega Metal Rally! Gold Rockets Past $4,000 as Silver Nears $52 on Debasement Fears

Market Context: While metals are surging, U.S. equities have wavered. On Oct. 13, 2025, the Dow Jones fell ~1.9% to 45,480, the S&P 500 slid ~2.7%, and the Nasdaq plunged ~3.6% investing.com investing.com. Tech giants saw steep losses. The contrast underscores a classic flight to safety: amid geopolitical turmoil and U.S. policy gridlock, investors are hedging with “hard” assets.
13 October 2025
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Stocks Surge as Trump Eases China Tariff Threats – Fed Rate-Cut Hopes Ignite Rally

Stocks Surge as Trump Eases China Tariff Threats – Fed Rate-Cut Hopes Ignite Rally

U.S. stock futures roared higher Monday as traders seized on softer trade rhetoric. Trump had threatened on Friday “massive” new tariffs on China, briefly sparking the Nasdaq’s worst single-day drop in months investopedia.com. He warned of 100% levies and cutting a summit with China’s Xi Jinping, which sent Friday’s S&P 500 down 2.7% and Nasdaq down 3.6% investopedia.com. But over the weekend Trump posted on Truth Social that “it will all be fine” with China and the U.S. did not want to “hurt” its economy investopedia.com. This reprieve calmed markets. Dow futures added +1.0%, S&P futures +1.3%, Nasdaq +1.9% by mid-morning investing.com.
13 October 2025
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Apple Shake-Up: Cook’s Successor, Vision Air Axed & Stock Price Soars?

Apple Shake-Up: Cook’s Successor, Vision Air Axed & Stock Price Soars?

All signs point to an upcoming CEO transition. Tim Cook will turn 65 next month, sparking speculation he may begin winding down his tenure benzinga.com macrumors.com. Bloomberg’s Mark Gurman – quoting anonymous Apple insiders – reports that Cook’s hardware-engineering chief John Ternus has been groomed as the “most likely heir apparent” macrumors.com. Ternus joined Apple in 2001 and rose to SVP of Hardware Engineering in 2021 macrumors.com. He has led the design of iPhones, iPads and Macs, and was prominently featured as the public face of the recent “iPhone Air” launch macrumors.com. Gurman notes Apple’s PR teams have “putting the spotlight on Ternus” at events, signaling a future leadership role macrumors.com. As a tech-focused executive with a charismatic style, Ternus “fits the mold of a long-term successor,” Gurman adds macrumors.com.
13 October 2025
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MicroStrategy Stock Skyrockets on Bitcoin Frenzy – Will Saylor’s $70B Crypto Bet Pay Off?

MicroStrategy Stock Skyrockets on Bitcoin Frenzy – Will Saylor’s $70B Crypto Bet Pay Off?

Originally an enterprise analytics software firm, MicroStrategy has become essentially a bitcoin treasury. As of late September 2025 the company held about 640,000 BTC on its balance sheet mitrade.com ts2.tech. Those coins were bought over years at an aggregate cost of ~$46B ts2.tech. At today’s bitcoin prices, that stash is valued around $70–$75B – far eclipsing the ~$97B equity market cap of MSTR ts2.tech. In fact, Strategy now holds more Bitcoin than any other public entity, even exceeding the U.S. government’s ~198,000 BTC mitrade.com reuters.com.
13 October 2025
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Stocks Retreat as AI Hype Meets Shutdown and Trade Fears – What’s Next?

Stocks Retreat as AI Hype Meets Shutdown and Trade Fears – What’s Next?

U.S. stocks gave back early gains as investors “paused to assess the optimism around AI and interest-rate cuts” x.com. On Friday Oct. 10, the Dow closed around 45,480, the S&P 500 about 6,552 and the Nasdaq roughly 22,204 reuters.com nasdaq.com. Over the week, the S&P and Nasdaq had their worst weeks in months as global trade fears resurfaced. The declines were broad-based: 10 of 11 S&P sectors fell, with big drops in tech and consumer discretionary nasdaq.com. Volatility spiked – the VIX fear index jumped 32% to ~21.7, its highest since June nasdaq.com.
13 October 2025
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Microsoft Stock Set to Explode: AI Boom & Cloud Growth Propel MSFT to New Highs

Microsoft Stock Set to Explode: AI Boom & Cloud Growth Propel MSFT to New Highs

Microsoft’s stock price reached a record high of about $555.45 on July 31, 2025 tradingview.com. Since then it has pulled back modestly, closing around $510.96 on Oct 10, 2025 stockanalysis.com. Over the last week MSFT dipped ≈–1.2%, though it remains +23.1% higher than a year ago tradingview.com. MarketBeat notes the average 12-month target is about $618 marketbeat.com, while some analysts’ top targets approach $650–$700 marketbeat.com.
13 October 2025
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Walmart’s 470% Rally: Is a $1 Trillion Market Cap Next?

Walmart’s 470% Rally: Is a $1 Trillion Market Cap Next?

In 2018 Apple became the first U.S. company to breach a $1 trillion market cap, with tech giants like Microsoft, Amazon, Alphabet, Meta, Tesla – and most recently Nvidia – joining the club. Brick-and-mortar giant Walmart could be next. Motley Fool analyst Jon Quast points out that Walmart’s current $820B market cap would only need a ~22% jump to hit $1T nasdaq.com. He notes the company has delivered a 470% total return in 15 years nasdaq.com, thanks to its scale and diversification. This dramatic run, driven by repeat store visits and steady online growth, suggests the retailer is on track: “these tech titans could be joined by brick-and-mortar Walmart… in 2026” nasdaq.com.
13 October 2025
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IREN’s 500% Rally: How a Bitcoin Miner Became an AI Cloud Juggernaut

IREN’s 500% Rally: How a Bitcoin Miner Became an AI Cloud Juggernaut

IREN started as Iris Energy, a clean-energy Bitcoin miner, but is now aggressively pivoting to AI data centers. It owns hydro- and wind-powered sites in Canada and Texas, giving it some of the industry’s lowest power costs ts2.tech ts2.tech. Management has redeployed idle mining capacity into AI compute. In August 2025 IREN was named an “NVIDIA Preferred Partner,” granting it privileged access to high-end GPUs bitget.com. The late-September GPU order added 7,100 Nvidia Blackwell B300s, 4,200 Nvidia Blackwell B200s and 1,100 AMD MI350X cards theminermag.com. This brings the fleet to ~23,000 units theminermag.com.
13 October 2025
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Energy Fuels (UUUU) Stock Skyrockets on Rare-Earth Breakthrough & Uranium Boom

Energy Fuels (UUUU) Stock Skyrockets on Rare-Earth Breakthrough & Uranium Boom

Energy Fuels’ core operations include the Pinyon Plain high-grade uranium mine and the White Mesa Mill in Utah. It was founded in 1987 and today is “a Colorado-based player in… critical minerals — think uranium, rare earth element processing, vanadium production, and heavy mineral sands operations” finimize.com. The company has been the leading U.S. producer of uranium concentrate for several years investors.energyfuels.com, supplying nuclear utilities for carbon-free power. It owns multiple uranium assets and in 2024-25 ramped up Pinyon Plain to record grades and output investors.energyfuels.com. Energy Fuels also operates the White Mesa Mill – the only conventional uranium mill in the country investors.energyfuels.com. At White Mesa, it processes ore and tailings: converting monazite sands into separated rare-earth oxides and recovering vanadium or medical isotopes when possible. This dual focus makes EF unique among peers.
13 October 2025
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Powell Max (PMAX) Stock: Hidden Gem or Sinking Ship? Experts Weigh In

Powell Max (PMAX) Stock: Hidden Gem or Sinking Ship? Experts Weigh In

Powell Max is a niche player in Hong Kong’s capital markets. Through its subsidiary, it provides end-to-end financial communications and printing services – from typesetting and translation to newspaper placement – for companies listed on the HKEX stockanalysis.com marketscreener.com. CEO Tsz Kin Wong emphasizes that PMAX’s role is “vital” in supporting listed companies’ compliance needs globenewswire.com. In essence, PMAX is to Hong Kong what a financial printer and filing agent is to U.S. markets globenewswire.com.
13 October 2025
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BigBear.ai (BBAI) Stock Rockets 80% in 2025 – Is the Defense-AI Rally Just Beginning?

BigBear.ai (BBAI) Stock Rockets 80% in 2025 – Is the Defense-AI Rally Just Beginning?

BigBear.ai is a publicly traded AI firm based in McLean, Virginia, specializing in “mission-ready AI” solutions for the U.S. government and critical infrastructure ts2.tech. Founded via a 2021 SPAC merger, it leverages machine learning, sensor fusion and advanced analytics to support defense, intelligence, homeland security and customs operations. Its products deliver real-time insights to military and border-security customers. In short, BigBear.ai positions itself as a niche AI analytics vendor – a smaller counterpart to firms like Palantir ts2.tech – with deep ties to defense agencies.
13 October 2025
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Nor’easter on Steroids: Coastal Chaos as Storm Knocks Out Power, Flooding Threatens Millions

Nor’easter on Steroids: Coastal Chaos as Storm Knocks Out Power, Flooding Threatens Millions

Meteorologists traced the storm’s origins to a low-pressure system off the southeast U.S. coast that intensified as it drifted north. By Sunday afternoon it was dragging an Atlantic feeder band up into New England, prompting flood and wind advisories in many states. The Weather Channel and ABC News reported 1–3 inches of rain inland and noted “significant coastal flooding, along with significant beach erosion and high surf” from Virginia through Long Island abcnews.go.com. Overnight Sunday, moderate coastal flooding struck parts of North Carolina and New Jersey on a spring high tide, confirming forecasts. The focus of the storm then shifted to New England: as of Monday morning the weather service recorded gusts up to 47 mph in Bridgeport and Stamford, CT sheltonherald.com, and 50–60 mph along eastern Long Island. High wind warnings remained in effect for Long Island, where major flooding was predicted in bay areas, and wind advisories from New York City to Cape Cod.
13 October 2025
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AMD Stock Skyrockets to Record High on OpenAI AI Chip Deal – Could $300 Be Next?

AMD Stock Skyrockets to Record High on OpenAI AI Chip Deal – Could $300 Be Next?

In the week leading to Oct 13, AMD’s stock was extremely volatile. It soared on Oct 6 after the OpenAI announcement: shares jumped over 30% intraday, their biggest one-day gain since 2016 ts2.tech reuters.com. By midweek, it hit a 52-week intraday high around $235–$240 ts2.tech investopedia.com. After peaking, the stock pulled back modestly. By Friday Oct 10 it closed at $214.90 investing.com, off about 8% from the midweek highs, as tech stocks broadly sold off on renewed trade-war fears reuters.com investing.com. For perspective, AMD is still up roughly 75–80% YTD investopedia.com investopedia.com. The pullback on Oct 10 was partly due to President Trump’s tariff threats, which knocked down major tech stocks reuters.com. Overall, the trend has been strongly upward: since late September, the stock has roughly +30% in a few days investing.com investopedia.com.
13 October 2025
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SoFi Stock Skyrockets 230% in 2025 – Will This Fintech Rally Last or Crash?

SoFi Stock Skyrockets 230% in 2025 – Will This Fintech Rally Last or Crash?

SoFi’s share price has been volatile after a blistering rally. As noted by analysts, the stock declined seven sessions in a row in early October ts2.tech, a modest pullback after its parabolic rise. By Oct 6 it hit the mid-$20s, roughly 10% below the Sept 22 high of $30.30 investing.com. The pullback was largely attributed to profit-taking amid broader market swings and some high-profile downgrades. By Oct 10, SOFI settled at about $26.19 investing.com. Overall it remains well above early-2024 levels, up roughly 70–72% year-to-date ts2.tech.
13 October 2025
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Stock Market Today

  • DroneShield (ASX:DRO) slips 7.7% following disclosure of securities lending-linked stake by 5.15% holder
    July 25, 2026, 7:16 PM EDT. Shares of DroneShield (ASX:DRO) fell 7.7% to A$2.04 on volume of 10.1 million. JPMorgan reported holding a 5.15% stake (47.6 million shares), with 83.3% connected to securities lending arrangements. The company's market capitalisation is A$1.89 billion, representing about 7.7x expected FY2025 revenue (A$216.5 million). First-quarter revenue surged 121% to A$74.1 million; cash stood at A$222.8 million, with no debt. The CEO noted increased U.S. demand after the June award.