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.

Meta’s AI Shake-up: 600 Jobs Axed as Zuckerberg Doubles Down on “Superintelligence”

Meta’s AI Shake-up: 600 Jobs Axed as Zuckerberg Doubles Down on “Superintelligence”

Leaner AI Team, Same Big AI Bet Meta’s parent company (Nasdaq: META) quietly confirmed on Oct. 22 that it is “slashing” roughly 600 jobs from its superintelligence-focused AI unit reuters.com timesofindia.indiatimes.com. Axios first reported the cuts via an internal memo, and Reuters/Tech news sites (TechCrunch, The Verge) later confirmed that Meta is cutting staff in three of its four AI sub-units: research (FAIR), product AI, and infrastructure. By contrast, the TBD Labs – a newly formed group of “a few dozen” top researchers working on the next generation of foundation models – will not be affected reuters.com timesofindia.indiatimes.com. In other
23 October 2025
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Quantum Hype Fuels SEALSQ (LAES) Stock Surge – Can It Last?

Quantum Hype Fuels SEALSQ (LAES) Stock Surge – Can It Last?

SEALSQ’s recent moves come amid broader industry tailwinds. The AI/semiconductor rally is lifting related stocks: the Philadelphia Semiconductor Index is up ~15% since September ts2.tech. Governments are scrambling to prepare for the quantum age – the U.S. National Security Agency now mandates all new national-security systems be quantum-safe by 2027 ts2.tech – driving huge demand for post-quantum security. Markets research project the global post-quantum security sector growing from a few billion today to on the order of $72 billion by 2035 ts2.tech. SEALSQ positions itself as a pure-play beneficiary of these trends, touting certifications (FIPS 140-3, EAL5+) and a digital “Quantum
23 October 2025
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Nokia Stock Skyrockets on Major 5G Contracts – Analysts Eye Upside

Nokia Stock Skyrockets on Major 5G Contracts – Analysts Eye Upside

Recent Stock Run-Up and Market Context Nokia’s stock has roared higher in October, buoyed by a string of positive catalysts. The ADR (ticker NOK on NYSE) jumped roughly 14% in early October, briefly touching about $5.49 on Oct. 14 ts2.tech. By Oct. 15 it traded near $5.54 ts2.tech. According to MarketBeat, shares recently opened around $5.76 (with a 12-month high of $5.79) marketbeat.com. Overall, U.S.-listed Nokia shares are now up ~21% in the last month and ~12% year‑to‑date ts2.tech, significantly outpacing many tech peers. Helsinki-traded Nokia (NOKIA.HE) also rallied, hitting highs near €4.84. This rally has pushed valuation multiples above
23 October 2025
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QuantumScape (QS) Stock Rockets on Solid-State Battery Breakthrough – Analysts Split on Future

QuantumScape (QS) Stock Rockets on Solid-State Battery Breakthrough – Analysts Split on Future

QuantumScape Corporation (NYSE: QS), the Silicon Valley developer of solid-state lithium-metal batteries, has been in the spotlight this week amid a flurry of news. The company’s long-anticipated Q3 2025 results (released Oct 22 after the close) narrowed losses and delivered key operational wins. QS reported a GAAP net loss of $105.8 million (–$0.18 per share) for Q3 – slightly better than analysts’ –$0.20 estimate ts2.tech. More notably, it reported $12.8 million in “customer billings” (invoices issued to partners) for the quarter ts2.tech. Management says this metric – a proxy for future revenue – signals growing commercial engagement; CFO Kevin Hettrich
23 October 2025
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Evolution Gaming’s Stock Tanks After Q3 Miss and Rival Smear Allegations

Evolution Gaming’s Stock Tanks After Q3 Miss and Rival Smear Allegations

EVO.ST ~SEK 668.3 (Oct 23, 2025); ∼–8% over the week marketscreener.com tradingview.com. YTD ↓∼30% tradingview.com. Market cap ~SEK 15.5 bn marketscreener.com. Q3 2025 revenue €507.1 M (–2.4% YoY; consensus €536 M) marketscreener.com. Adjusted EBITDA €337 M (66.5% margin) vs forecast €356 M marketscreener.com. EPS €1.25 (below €1.57 est.) marketscreener.com. Dividend yield ~4.2% (DPS 30.64 SEK) investing.com. Analyst consensus: mostly “Buy” with ~SEK 938 average target tipranks.com stocksguide.com (range SEK 656–1,512 stocksguide.com). Evolution holds ~45% of the global live-casino market (vs ~30% for Playtech, 25% Pragmatic) pokertube.com pokertube.com, and has 20+ studios worldwide marketscreener.com. Major developments: October launch of Ezugi games in US agbrief.com; Jan 2025 Hasbro partnership to create Monopoly-branded casino
23 October 2025
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Quantum Computing Inc. (NASDAQ: QUBT) Rockets 3000% on Government Deals – Analysts Weigh In

Quantum Computing Inc. (NASDAQ: QUBT) Rockets 3000% on Government Deals – Analysts Weigh In

News Highlights Massive Funding Rounds: In the past two months QCi has drawn headlines with record capital raises. On Oct 5, 2025 the company announced an oversubscribed private placement of 37,183,937 shares at market price, raising $750 million titanpartnersgrp.com. This followed a Sept 21, 2025 placement of 26,867,276 shares for $500 million titanpartnersgrp.com. CEO Dr. Yuping Huang celebrated the extra capital, saying it provides runway through 2028 and leaves QCi with the “strongest balance sheet among publicly traded quantum companies” ts2.tech. (Investors note, however, that issuing ~64 million new shares in 6 weeks has massively increased share count.) Stock Volatility: QUBT’s
23 October 2025
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Meituan (3690.HK) Soars to HK$100: Food-Delivery Wars, AI Ambitions & What Analysts Expect

Meituan (3690.HK) Soars to HK$100: Food-Delivery Wars, AI Ambitions & What Analysts Expect

Stock Performance and Market Snapshot On Oct 23, 2025 Meituan’s stock (3690.HK) closed at HK$100.00 investing.com. After falling to HK$94.05 on Oct 17 (its 52-week low) investing.com, the shares have bounced. The recent rally pushed the price near the lower end of its 52-week range (HK$94–205 investing.com). Year-to-date, the stock has lagged some peers, reflecting a tough market. In the past week Meituan gained ~4% in Hong Kong, helping it outperform the Hang Seng Tech Index, which dipped amid US-China trade-war jitters. Analysts note that Hong Kong tech stocks saw a broad pullback in mid-Oct, but remain up ~30% YTD on strong
23 October 2025
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IBM Stock Soars on AI, Cloud and Quantum Momentum

IBM Stock Soars on AI, Cloud and Quantum Momentum

IBM’s headquarters in Armonk, N.Y., is at the center of the company’s growing focus on AI and cloud computing. In late October 2025, the stock was trading in the high $200s (about $287/share on Oct. 22) after strong third‑quarter results. The 2025 rally (up ~30% YTD) reflects renewed investor enthusiasm under CEO Arvind Krishna’s strategy, but the after‑hours selloff shows that even good news can trigger profit‑taking. In its Oct. 22 earnings release (Q3 FY2025), IBM reported revenue of $16.33 billion, up 9% from a year earlier. Adjusted net income was $2.5 billion, or $2.65 per share, ahead of Wall Street targets. All
23 October 2025
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Tesla Stock Soars on Record Q3 Deliveries, Profit Miss Raises Concerns

Tesla Stock Soars on Record Q3 Deliveries, Profit Miss Raises Concerns

Stock Performance & Market Context Tesla’s stock has been on a tear in October, but also volatile. It hit an intraday high near $453 on Oct. 6 (a 52-week peak) ts2.tech, then oscillated with market swings. By Oct. 21 TSLA closed around $442.60 ts2.tech. The stock jumped about 5% on Oct. 13 amid a broad tech rally, then eased 1–2% the next day as concerns over U.S.–China trade flared (Tesla is sensitive to China demand and tariffs) ts2.tech. Year-to-date TSLA is up roughly 80%, far outpacing the S&P 500’s ~17% gain ts2.tech ts2.tech. This strength reflects excitement over Tesla’s growth
23 October 2025
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Gold’s Epic Rally Ends With a Shock Slump: What’s Next for Bullion?

Gold’s Epic Rally Ends With a Shock Slump: What’s Next for Bullion?

Record-Highs to Rout: Gold’s Recent Rollercoaster After months of safe-haven buying and Fed-cut bets, gold blasted off this year – from ~$2,700 in Jan to over $4,000/oz by early October ts2.tech reuters.com. Factors included an embattled U.S. economy (shutdown, debt ceiling), geopolitical strife (Middle East, China-US trade tensions), and aggressive Fed easing expectations reuters.com ts2.tech. Central banks from China to India bought record amounts, and ETF inflows hit ~$64 billion YTD ts2.tech ts2.tech. The climax came Oct 20 when spot gold spiked to ~$4,381 (a new high) reuters.com. But the very next day profit-taking hit. As Ts2.Tech reported, “Gold prices skyrocketed
22 October 2025
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Nebius Group Explodes 350% on AI Boom – Microsoft Deal and Earnings Next Week in Spotlight

Nebius Group Explodes 350% on AI Boom – Microsoft Deal and Earnings Next Week in Spotlight

Nebius Group is a Netherlands-based tech firm (spun out of Yandex in 2022) that provides full-stack AI cloud infrastructure. Its high-performance GPU data centers and software help clients (like Cloudflare and Shopify) train and run machine-learning models ts2.tech. CEO Arkady Volozh hailed the Microsoft deal as a “first of [many] major contracts” that will “accelerate the growth of our AI cloud business… in 2026 and beyond” ts2.tech. Investors will be watching Nebius’s Q3 report closely. Analysts expect revenue to remain on a steep growth curve, even if the company is still running losses to fund expansion. As Hamed Khorsand summarized,
22 October 2025
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Verizon Stock Takes a Hit: Analyst Downgrade and CEO Shake-Up Rattle Investors

Verizon Stock Takes a Hit: Analyst Downgrade and CEO Shake-Up Rattle Investors

Analyst Downgrade and Stock Reaction Verizon’s stock sold off on Oct. 21 after BNP Paribas Exane analyst Sam McHugh downgraded the shares to Neutral and cut his target to $44 tipranks.com. “The recent CEO change at Verizon has raised questions about strategy and how aggressively [the company] will be willing to defend share,” he wrote tipranks.com. This follows broader investor caution after Dan Schulman replaced long-time CEO Hans Vestberg on Oct. 6. (Reuters noted that Verizon was already “battling rising competition” amid slowing subscriber growth reuters.com, causing the stock to tumble about 3% on the day of Schulman’s appointment reuters.com.)
22 October 2025
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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