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.

Adobe’s AI Foundry Unveiled: Custom Brand AI Models and What Investors Are Saying

Adobe’s AI Foundry Unveiled: Custom Brand AI Models and What Investors Are Saying

Adobe’s AI Foundry: Custom Generative Models for Brands Adobe’s new Foundry service is designed for enterprises seeking tailor-made AI. Built on the Firefly foundation models (launched in 2023), Foundry fine-tunes AI using a customer’s own logos, design assets and data. Adobe says the resulting models produce “pixel-perfect, brand-protected” images, video and other media investing.com. Hannah Elsakr, Adobe’s VP of GenAI New Business Ventures, explains: “AI Foundry unites years of Adobe innovation and expertise … to help businesses solve today’s most complex content and media production challenges.” investing.com By working directly with Adobe’s AI scientists, brands can rapidly generate branded campaigns.
20 October 2025
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What’s Driving American Water Works Stock Up ~4%? Key Facts and Insights

What’s Driving American Water Works Stock Up ~4%? Key Facts and Insights

In-depth analysis: American Water’s share rally comes amid broad market strength and positive utility news. CEO John Griffith highlighted the company’s momentum, saying AWK delivered “solid results for the first half of the year” and is “excited about the outlook for growth in the business” businesswire.com. The utility’s Q2 results support this: adjusted EPS of $1.48 beat last year’s $1.42, and revenues climbed 11.1% as new rate increases and recent acquisitions (like the Nexus Water Group deal adding ~87,000 customer connections) kicked in marketbeat.com businesswire.com. Importantly, management narrowed full-year 2025 EPS guidance to $5.70–$5.75 businesswire.com, reflecting confidence in robust second-half
20 October 2025
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Palantir Stock Skyrockets on Massive UK AI-Defense Pact – Could PLTR Eclipse Oracle by 2030?

Palantir Stock Skyrockets on Massive UK AI-Defense Pact – Could PLTR Eclipse Oracle by 2030?

UK Partnership Sparks Growth Hopes Palantir’s biggest news this month came from across the pond. In mid-September the UK Ministry of Defence and government struck a strategic partnership with Palantir, pledging up to £1.5 billion of investment and designating London as Palantir’s European defense HQ gov.uk. This deal — tied to President Trump’s London visit — will embed Palantir’s AI data tools across UK military, intelligence and policing (including systems tested in Ukraine) gov.uk. UK Defence Secretary John Healey hailed it as “a major vote of confidence in UK leadership in defence, data and AI technology” gov.uk. The partnership includes plans
20 October 2025
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Reddit RDDT Stock Rockets 200% in 2025 After AI Ad Boom, TikTok Sell-Off and Analyst Upgrades

Reddit RDDT Stock Rockets 200% in 2025 After AI Ad Boom, TikTok Sell-Off and Analyst Upgrades

Surging Stock Amid Strong Earnings Reddit’s market debut in March 2024 was modest, but 2025 has been remarkable. After the IPO, RDDT shares have now climbed 6× from launch, gaining over 240% since January ts2.tech ts2.tech. (By comparison, the Nasdaq is up ~20%). The sharp rally reflected back-to-back beats on revenue and user metrics. In late July 2025, Reddit reported Q2 revenue of $500M, up 78% YoY, with ad sales of $465M (+84%) reuters.com ts2.tech. Net income turned positive ($89M vs a loss year-ago) reuters.com ts2.tech, and ad ARPU jumped ~47% YoY ts2.tech. These results exceeded Street estimates handily. The
20 October 2025
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Supermicro (SMCI) Stock Soars: Hedge Funds Snatch Up Shares as AI Data Center Boom Accelerates

Supermicro (SMCI) Stock Soars: Hedge Funds Snatch Up Shares as AI Data Center Boom Accelerates

Institutional Trades and Insider Moves Recent SEC filings show hedge funds and asset managers are actively buying and selling SMCI stock. For example, Chevy Chase Trust raised its SMCI holding by 2.6% in Q2, acquiring an additional 6,997 shares (now 271,104 shares worth ~$13.3M) marketbeat.com. Similarly, International Assets Investment Management boosted its stake 18.3% to 31,675 shares (~$1.55M) marketbeat.com. By contrast, TD Asset Management trimmed its position by 3.6%, selling 8,922 shares to hold 238,723 shares (~$11.7M) marketbeat.com. (As MarketBeat notes, institutional investors own about 84.06% of SMCI’s stock marketbeat.com, underscoring the dominance of large holders.) Meanwhile, insiders have been
20 October 2025
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Bay Area BART CHAOS: Major Delays Monday Leave Commuters Scrambling

Bay Area BART CHAOS: Major Delays Monday Leave Commuters Scrambling

Bay Area commuters faced chaotic commutes Monday morning after BART’s automated systems reported an equipment failure in the underwater Transbay Tube. According to BART alerts, “an equipment problem on the track near Embarcadero” forced all trains to run on one track, triggering “major delays systemwide” cbsnews.com. By 6:30 a.m. the entire Red Line (Richmond–Millbrae) and Green Line (Daly City–Berryessa) were suspended cbsnews.com ktvu.com. Riders bound for Millbrae were told to take a shuttle train via SFO and transfer to the Yellow Line, while Richmond-East Bay travelers had to ride to MacArthur and switch to the Orange Line ktvu.com. “We are
20 October 2025
Nebius (NBIS) Stock Rockets 350% on AI Boom – Bubble or Breakout? Experts Weigh In

Nebius (NBIS) Stock Rockets 350% on AI Boom – Bubble or Breakout? Experts Weigh In

With these factors in mind, let’s dive deeper into Nebius’s story and what analysts are saying. Nebius’s Meteoric Rise on AI Hype Nebius Group (NASDAQ: NBIS) has been one of 2025’s standout tech stocks, riding the AI infrastructure frenzy. After rebranding from Yandex and shifting focus to global AI cloud services in 2024 finviz.com, Nebius’s shares have quadrupled this year. Marcin Frąckiewicz of TechStock² notes NBIS climbed from ~$14 in late 2024 to an all-time high around $132 in early Oct 2025 ts2.tech ts2.tech. The spike followed the Sept. 8 announcement of a $17.4B five-year contract with Microsoft to supply GPU
20 October 2025
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Rivian Stock Could Plunge 23%: Analyst Warns of Gloomy EV Demand Ahead

Rivian Stock Could Plunge 23%: Analyst Warns of Gloomy EV Demand Ahead

Analysts Sound the Alarm on Demand. Following the Q3 report and guidance cut, analysts from Mizuho and others have raised red flags. Mizuho’s Vijay Rakesh emphasized that overall EV demand may be stagnating – “EV growth in North America is expected to stay flat in 2026,” he noted tipranks.com. He cut his 2026 delivery forecast to ~60,000 units (down from 68K prior) – well below the ~72K Wall Street consensus tipranks.com – arguing Rivian’s growth targets now look “too aggressive.” Rakesh specifically warned that with the end of the Inflation Reduction Act credits, EVs will become more expensive and demand
20 October 2025
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GSI’s AI Breakthrough Slashes Energy by 98% – GPU-Killer Chip Sparks 200% Stock Rally

GSI’s AI Breakthrough Slashes Energy by 98% – GPU-Killer Chip Sparks 200% Stock Rally

Breakthrough Performance Confirmed by Cornell GSI Technology’s Oct. 20 announcement unveiled results from a Cornell University study that benchmarked GSI’s Gemini-I APU against conventional hardware. The Cornell team ran real AI workloads (large-scale RAG) on GSI’s in-memory chip, a standard multi-core CPU, and a high-end Nvidia GPU (A6000). The result: the Gemini-I APU achieved comparable throughput to the Nvidia A6000 GPU globenewswire.com. Crucially, it did so while consuming “over 98% lower energy” than the GPU on large datasets globenewswire.com. In concrete terms, the study found the APU used roughly 1–2% of the energy a GPU requires arxiv.org globenewswire.com. This massive efficiency
20 October 2025
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Nuclear SPAC Stock Skyrockets: Terrestrial Energy’s SPAC Deal Ignites Investor Frenzy

Nuclear SPAC Stock Skyrockets: Terrestrial Energy’s SPAC Deal Ignites Investor Frenzy

Terrestrial Energy is a Generation-IV nuclear developer known for its IMSR technology ts2.tech businesswire.com. The IMSR is a modular molten-salt reactor that uses low-enriched uranium; it is inherently safe thanks to its fuel salt and temperature control design ts2.tech globenewswire.com. Terrestrial has been building regulatory momentum: besides the recent NRC ruling, Canada’s regulator completed a positive Vendor Design Review in 2023, finding “no fundamental barriers to licensing” the IMSR for commercial use globenewswire.com. The company plans to build first IMSR plants in the early 2030s and markets them not only for electricity but also high-temperature industrial heat (data centers, chemical
20 October 2025
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APLD Stock Skyrockets on AI Data-Center Boom – What’s Driving the Rally?

APLD Stock Skyrockets on AI Data-Center Boom – What’s Driving the Rally?

Massive Stock Rally on AI Infrastructure News Applied Digital’s stock has been on a tear in 2025, driven by the broader AI data-center boom. In late September and early October, the shares tripled from the high teens to nearly $30 as the market digested a series of AI-related announcements ts2.tech ts2.tech. On Oct. 10, 2025 (Friday after earnings), APLD stock soared 26% intraday reuters.com – adding roughly $2 billion to its market value – as investors cheered its better-than-expected quarterly report and the hype around AI applications like ChatGPT. Reuters noted that “growing demand for AI services such as ChatGPT has
20 October 2025
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Boeing Back in the Sky: FAA Approval and Jet Orders Lift BA Stock – What Analysts Say

Boeing Back in the Sky: FAA Approval and Jet Orders Lift BA Stock – What Analysts Say

Near-term forecasts: Analysts are watching Boeing’s progress closely. Many note that Boeing still has to clear remaining certification hurdles and manage its supply chain. Aerospace strategist Tony Bancroft (Gabelli Funds) calls Boeing a “long-term winner,” noting its robust backlog and improving controls qz.com. Bernstein’s Harned expects Boeing to meet its year-end production goals now that rework is done investing.com. S&P global analyst Ben Tsocanos (cited in 2024) said new liquidity measures were “prudent” given Boeing’s credit needs. Overall, market-watchers see Boeing’s stock as having room to run if deliveries and cash flow keep improving – but the company’s own caution
20 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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