Mateusz Kaczmarek

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.

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.
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.
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.
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.
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
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.
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.
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
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.
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
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.
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
Oklo (OKLO) Stock Goes Nuclear: DOE Contracts Trigger Explosive Rally – Analysts Weigh In

Oklo (OKLO) Stock Goes Nuclear: DOE Contracts Trigger Explosive Rally – Analysts Weigh In

Oklo’s stock has been extremely volatile in October 2025. On Oct 10 it traded in a $136.80–$161.35 range and closed at $147.16 stockinvest.us. Volume has surged stockinvest.us. Year-to-date, the stock is up roughly 500% ts2.tech, reflecting explosive investor interest. For context, StockInvest.us notes the 52-week trading range is about $9–$161 stockinvest.us, illustrating how Oklo went from penny-stock levels post-SPAC to a ~$20B market cap in 2025 ts2.tech.
13 October 2025
Palantir (PLTR) Stock Soars on AI Hype – Is It a Bubble or the Next Tech Giant?

Palantir (PLTR) Stock Soars on AI Hype – Is It a Bubble or the Next Tech Giant?

As of Oct 13, 2025, Palantir shares trade around $175 investing.com. The stock has rallied dramatically in recent years – roughly +300% in 2025, +360% over 12 months ts2.tech, making PLTR one of the hottest large-cap tech stocks. On Aug 12, 2025 PLTR hit an all-time high of $190.00 tradingview.com investing.com. Since then it has retreated to the mid-$170s. Trading volume has been unusually high, reflecting intense investor interest ts2.tech ts2.tech.
Broadcom’s $10B AI Deal Sparks 90% Rally – What’s Next for AVGO Stock?

Broadcom’s $10B AI Deal Sparks 90% Rally – What’s Next for AVGO Stock?

Broadcom’s stock has been on a steep climb in 2025. After a 10-for-1 split in late 2024, AVGO surged from roughly $180 in April 2025 to mid-$300s by early October. As reported, the Oct 10, 2025 closing price was $324.63 stockanalysis.com. In pre-market trading on Oct 13 it was back up near $336.00 stockanalysis.com. This volatility reflects a recent selloff triggered by a broad tech market pullback, but broadly the stock has nearly doubled since spring reuters.com ts2.tech.
NVIDIA Stock Set to Soar? Latest AI Boom & Stock Forecast Revealed

NVIDIA Stock Set to Soar? Latest AI Boom & Stock Forecast Revealed

As of Oct. 13, 2025, NVIDIA trades around $183 per share reuters.com. Reuters reports the latest trade at $183.16 on Oct 13 reuters.com. Its market capitalization is roughly $4.45 trillion. In one year NVDA is up ~38%, lifting it to the largest U.S. company by market cap.Chart: NVIDIA stock climbed to a record ~$195 in early Oct 2025, then pulled back toward $183 tradingview.com reuters.com.
13 October 2025
Bitcoin Rally & AI Pivot Send Bitfarms (BITF) Stock Soaring – 148% YTD Gain

Bitcoin Rally & AI Pivot Send Bitfarms (BITF) Stock Soaring – 148% YTD Gain

Bitfarms Ltd. is riding a major crypto bull run. As of mid‑October 2025, BITF trades around the mid-$4s USD on NASDAQ theminermag.com investing.com. The stock has skyrocketed ~148% year-to-date ts2.tech, driven by Bitcoin’s surge and the company’s pivot into AI/high-performance computing. For example, on Oct 10 BITF jumped into the mid‑$4s markets.financialcontent.com. This follows a roughly +440% gain over the past 6 months markets.financialcontent.com, leaving BITF near multi-year highs.
Qualcomm (QCOM) Stock: Can 5G & AI Drive It to the Moon – Or Will China’s Probe Crash the Party?

Qualcomm (QCOM) Stock: Can 5G & AI Drive It to the Moon – Or Will China’s Probe Crash the Party?

Qualcomm trades around $153.6 ts2.tech, with a market cap near $170B. The stock is roughly flat YTD ts2.tech, after hitting a 52‑week high of ~$182.1 ts2.tech. Its valuation is relatively low for a tech name – about 15× trailing EPS and ~12× forward ts2.tech ts2.tech, with a PEG ~1.3. Qualcomm pays a $3.56 annual dividend for a ~2.2–2.3% yield ts2.tech ts2.tech. Analysts are broadly bullish: consensus is a Moderate Buy marketbeat.com with an average 12‑month target ~$183 marketbeat.com – roughly 19% above today’s price. Qualcomm’s latest quarter saw $10.37B revenue and $2.77 EPS ts2.tech, driven by strong growth in its automotive and IoT chip segments. The company generates $8–10B of operating cash flow per year ts2.tech, has only modest net debt, and returns capital aggressively.
Amazon Stock Explodes and Stalls: AI Push, $2.5B FTC Twist, and $3 Trillion Dreams

Amazon Stock Explodes and Stalls: AI Push, $2.5B FTC Twist, and $3 Trillion Dreams

Amazon’s stock has been volatile of late. On Oct. 13, 2025 the stock opened around $216.30 reuters.com. The prior close was $227.74, so Monday’s session saw a sharp pullback. Tech sector jitters and rising U.S.-China trade tensions have weighed on shares ts2.tech. Over the past week, AMZN traded in a roughly $216–$228 range – holding above its long-term support but failing to breach resistance near the mid-$220s. Technical analysts note Amazon recently “rebounded off key support levels” as expansion plans buoyed sentiment fxleaders.com. The stock is now just off its 200-day moving average and below the 50-day coincodex.com. Traders will watch whether it can break above $225–$230 in the coming days.
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