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.

Novo Nordisk (NVO) Stock Tanks as Weight-Loss Empire Faces Boardroom Coup and Fierce Rivalry

Novo Nordisk (NVO) Stock Tanks as Weight-Loss Empire Faces Boardroom Coup and Fierce Rivalry

Boardroom Shake-Up Spurs Investor Nerves Novo’s stock slide accelerated this week amid a dramatic boardroom conflict. On Oct. 21, the Novo Nordisk Foundation (the company’s controlling shareholder) announced it would remove chair Helge Lund and six other independent directors. A Reuters report noted that this “boardroom coup” came amid disagreement over strategy and a push for “a sharper focus on the key U.S. market to revive sales” reuters.com reuters.com. Former CEO Lars Rebien Sørensen is set to take over as chair for 2–3 years reuters.com. Trading reacted sharply. Novo’s Copenhagen-listed shares briefly plunged 6% on Oct. 17 when President Trump
Thermo Fisher Stock Skyrockets – Biotech Boom & Big Deals Fuel Rally, Analysts Eye $650

Thermo Fisher Stock Skyrockets – Biotech Boom & Big Deals Fuel Rally, Analysts Eye $650

Stock Performance and Sector Rally Thermo Fisher’s stock price has surged in recent weeks on renewed investor optimism. After a slow start to 2025 (even a ~10% year-over-year dip early in the year), the stock turned higher in October. TS2.Tech notes the stock “rallied strongly in recent weeks – up over 11% in October after a slower start to the year” ts2.tech. On Oct. 1, Thermo Fisher jumped about +9.8% as healthcare stocks rallied following a U.S. drug-pricing deal markets.financialcontent.com. The sector’s strength continued into early October: Biogen climbed +10.9% and Thermo +9.4% on Oct. 1 ts2.tech, and TMO again
Vertiv (VRT) Stock Soars on AI Data-Center Boom and Blowout Q3 – Can the Rally Last?

Vertiv (VRT) Stock Soars on AI Data-Center Boom and Blowout Q3 – Can the Rally Last?

Record Rally and Stellar Q3 Results Vertiv’s stock has been on a tear. After years of steady growth, the share price accelerated in summer 2025 amid booming AI and data-center demand ts2.tech. By Oct. 9 the stock briefly reached a 52-week high near $180 ts2.tech. As of Oct. 22 it sits in the mid-$170s (about 50% above the start of 2025) ts2.tech. Trading volume spiked on the heels of earnings news; for example, Vertiv jumped over 5% on Oct. 10 alone. The catalyst was clearly the Oct. 22 Q3 earnings release. Vertiv reported net sales of $2.676 billion, up 29% from
Oklo Stock Soars 500% on $2B Nuclear Fuel Deal – Breakthrough or Bubble?

Oklo Stock Soars 500% on $2B Nuclear Fuel Deal – Breakthrough or Bubble?

Oklo Inc. (NYSE: OKLO) is a California-based advanced nuclear startup whose stock has surged about 500–650% in 2025 finviz.com ts2.tech. It went public via a SPAC with Sam Altman’s AltC Acquisition in May 2024, raising ~$306 million oklo.com reuters.com. In mid-October 2025 Oklo announced a major fuel partnership: Europe’s newcleo will invest up to $2 billion (with Sweden’s Blykalla as a potential co-investor) to build advanced nuclear fuel factories in the U.S. oklo.com investorsobserver.com. The company has also inked 20-year power purchase agreements to supply clean power to oil producer Diamondback Energy (50 MW) and data-center firm Wyoming Hyperscale (100 MW) datacenterfrontier.com oklo.com.
GM Stock Skyrockets 15% on Earnings Beat – EV Pivot & Tariff Tailwinds

GM Stock Skyrockets 15% on Earnings Beat – EV Pivot & Tariff Tailwinds

Strong Q3 Results Propel Stock Rally General Motors stunned investors with better-than-expected third-quarter 2025 results, triggering a huge stock pop. GM reported $2.80 adjusted EPS (beats ~$2.30 consensus) on roughly $48.6 B in revenue ts2.tech. The market had feared a big hit from tariffs and slowing demand, but GM’s cost controls and premium pricing offset lower volumes. After the results, GM raised its full-year guidance sharply – now forecasting $9.75–$10.50 EPS and $12–$13 B EBIT for 2025 ts2.tech. Analysts note GM achieved this by “delivering on commitments” and finding efficiencies even amid market shifts ts2.tech. Investors rewarded the news: GM stock surged
AT&T Beats Q3 Forecast with 405K New Subs – Is Its 5G Bet Paying Off?

AT&T Beats Q3 Forecast with 405K New Subs – Is Its 5G Bet Paying Off?

In its Oct. 22 earnings release, AT&T (NYSE:T) reported solid Q3 results highlighted by strong subscriber growth, even as revenue growth stayed modest. The telecom giant earned $30.7 billion in revenue (up 1.6% year-on-year prnewswire.com) and GAAP EPS of $1.29 prnewswire.com. Adjusted EPS was $0.54, in line with analyst estimates prnewswire.com. Crucially, AT&T added 405,000 postpaid wireless customers in Q3, far above the ~334,000 additions analysts had expected reuters.com. This subscription surge drove AT&T’s stock up about 4% in pre-market trading reuters.com. The results underscore the resilience of AT&T’s core wireless and broadband businesses. Much of the upside came from iPhone
22 October 2025
Bahrain’s First Solar Power Plant: 150MW Tender to Power 6,300 Homes & Slash 100,000t CO₂

Bahrain’s First Solar Power Plant: 150MW Tender to Power 6,300 Homes & Slash 100,000t CO₂

First Ever Saudi-Funded Solar Tender in Bahrain Bahrain’s EWA formally launched the tender on Oct. 16, 2025 for the kingdom’s first utility-scale PV plant renewablesnow.com. President Kamal bin Ahmed Mohammed called it “one of the most prominent strategic projects” for Bahrain’s clean energy push renewablesnow.com. The detailed tender documents specify a Bilaj Al Jazayer Solar IPP of at least 100 MWac (150 MWdc), allowing scale up to the originally announced 150 MW. Bids from experienced developers are due by Dec 28, 2025 taiyangnews.info. The winning bidder will sign a long-term power purchase/operation deal under a Build-Own-Operate (BOO) model pv-tech.org taiyangnews.info. In practice, the private
Boeing Wins $461M US Army Chinook Deal – Heavy-Lift Boost and Stock Surge

Boeing Wins $461M US Army Chinook Deal – Heavy-Lift Boost and Stock Surge

What’s the Boeing-Chinook Deal? On Oct. 21 Boeing confirmed it won two Army contracts to produce nine CH-47F Block II helicopters reuters.com marketscreener.com. The awards (Lots 4 and 5) are valued at $461 million and “bring the total number of Block II aircraft under contract to 18” reuters.com marketscreener.com. Boeing spokesman Heather McBryan (VP of Cargo Programs) emphasized that “the rapid succession of contracts indicates that the Chinook will continue to play an important role in the U.S. Army’s family-of-systems, particularly in a contested logistics environment” marketscreener.com. Boeing delivered the first Block II aircraft in mid-2024 and six total are now
Winn-Dixie’s Big Rebrand: Grocer Abandons Alabama to Focus on Florida Boom

Winn-Dixie’s Big Rebrand: Grocer Abandons Alabama to Focus on Florida Boom

Winn-Dixie Co. Rebrand and Store Divestitures On Oct. 21, Southeastern Grocers (SEG) announced it will drop the Southeastern Grocers name and unify under the Winn-Dixie brand in early 2026, concentrating on its Florida market grocerydive.com pulseratings.com. In a press release Hucker explained, “For a century, Winn-Dixie has proudly called Florida home… as we enter our next century as The Winn-Dixie Company… we are accelerating growth where our roots run deepest” businesswire.com. The plan is to pump capital into Florida stores – remodeling dozens, expanding liquor stores, and improving customer services (delivery apps, return kiosks, etc.) businesswire.com mainstreetdailynews.com. To fund this
GE Vernova Stock Poised for Explosive Rally After $5.3B Deal and AI-Powered Energy Boom

GE Vernova Stock Poised for Explosive Rally After $5.3B Deal and AI-Powered Energy Boom

GE Vernova (NYSE: GEV) – the energy spinoff of GE – is set to report Q3 results on Oct. 22 amid a flurry of bullish catalysts. The company announced on Oct. 21 it will pay $5.275 billion for the remaining 50% of transformer maker Prolec GE, fueling its fastest-growing Electrification segment gevernova.com reuters.com. At the same time, GE Vernova’s nuclear division struck a global alliance with Samsung/Hitachi to deploy its 300 MWe BWRX-300 small modular reactor (SMR) – including a proposed five-unit deal in Sweden ts2.tech ts2.tech. These deals come as U.S. power demand is surging (driven by AI data centers
Palantir (PLTR) Rockets 300% on AI Frenzy – Analysts Sound Bubble Alarm

Palantir (PLTR) Rockets 300% on AI Frenzy – Analysts Sound Bubble Alarm

With Q3 earnings (Nov. 3) looming, investors will watch whether Palantir can sustain this torrid pace or if profit-taking ensues. The company’s defense and AI momentum is real – Saxo’s Jacob Falkencrone notes Palantir is “becoming an indispensable partner for enterprises in the AI revolution” reuters.com – but the stock’s stratospheric run also leaves little margin for error. As one strategist put it, “the stock is trading at what is frankly an absolutely wild valuation”, so any slowdown or market rotation could trigger a sharp pullback qz.com. Sources: Recent reports from TechStock² (TS2) and Reuters detail Palantir’s massive AI/defense contracts
Hungarian Astronaut Builds Super-Muscles with Futuristic EMSCULPT NEO Device

Hungarian Astronaut Builds Super-Muscles with Futuristic EMSCULPT NEO Device

Inside the Space-Ready Workout Astronauts face rapid muscle and bone loss in zero gravity, so Hungary’s new space traveler Kapu built an astronaut-specific fitness program. As BTL’s press release explains, EMSCULPT NEO was added to Kapu’s intensive training to counteract the muscle atrophy of orbit prnewswire.com. “Studies show astronauts lose up to 30% of muscle mass in orbit,” notes Dr. Nóra Sydó of Budapest’s Semmelweis University, who led Kapu’s training prnewswire.com. Dr. Sydó – also doctor to Hungary’s Olympic swim team – reports that with EMSCULPT NEO, medical tests showed “muscle hypertrophy, improved body composition and increased cardiopulmonary fitness” beyond
22 October 2025
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Stock Market Today

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 07.02.2026

7 February 2026
LIVEMarkets rolling coverageStarted: February 7, 2026, 12:00 AM ESTUpdated: February 7, 2026, 12:11 AM EST CleanSpark (CLSK) Shares Show Volatility Amid Bitcoin Mining Growth Prospects February 7, 2026, 12:02 AM EST. CleanSpark (CLSK), a bitcoin mining firm, saw a sharp 21.96% rise in one day after a 35.26% decline over 90 days. The company posted $785 million in annual revenue but a net loss of $267 million. Despite recent share price volatility, analysts estimate a fair value of $23.16 per share, more than double the current $10.08 price, reflecting expectations of expansion in mining capacity and improved margins. The valuation
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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