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.

This Tiny US Miner Could Shatter China’s Rare-Earth Monopoly – USAR Stock Explodes on White House Buzz

This Tiny US Miner Could Shatter China’s Rare-Earth Monopoly – USAR Stock Explodes on White House Buzz

USA Rare Earth, Inc. is a development-stage rare-earth miner and magnet-maker founded in 2019, publicly listed via SPAC on March 14, 2025 ts2.tech. Its flagship asset is the Round Top Mountain deposit in Texas, rich in heavy rare-earths like dysprosium and terbium ts2.tech. USAR is building a vertically integrated “mine-to-magnet” supply chain: mining Round Top, processing oxides, and manufacturing NdFeB magnets at a plant in Stillwater, Oklahoma globenewswire.com ts2.tech. In late September 2025 USAR announced a transformative acquisition of UK-based Less Common Metals – a top ex-China rare-earth alloy maker – for $100M cash plus shares ts2.tech ts2.tech. The deal instantly gave USAR critical midstream capabilities. As of Oct 9, 2025, USAR’s stock had skyrocketed to the low-$30s – roughly 5× its price earlier in 2025 – valuing the company at about $2.5–3.0 billion ts2.tech ts2.tech. USAR has no revenues yet, posted a Q2 2025 net loss of ~$142 M and ~$120 M cash on hand ts2.tech. Most analysts rate USAR a Buy but caution that its future hinges on execution and any government support ts2.tech ts2.tech. Recent developments – a new CEO, the LCM deal, and reports of high-level White House discussions – have driven media and investor excitement,
10 October 2025
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Venture Global (VG) Stock Plummets 17% After Losing $1B Arbitration Case – What’s Next?

Venture Global (VG) Stock Plummets 17% After Losing $1B Arbitration Case – What’s Next?

On Oct. 10, 2025 Venture Global’s stock tanked ~17% premarket after news that BP won an arbitration against VG over a long-term LNG supply contract reuters.com. The International Chamber of Commerce ruled VG “breached its obligations” by not declaring Calcasieu Pass commercial and not acting as a “reasonable and prudent operator” in a contract that should have delivered LNG starting late 2022 reuters.com. BP is seeking >$1 billion in damages plus interest reuters.com. VG’s management expressed disappointment, noting this decision contradicts an earlier win against Shell in a similar dispute reuters.com tipranks.com.
10 October 2025
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Rocket Lab Rockets to New Heights on Huge Japan Deals – Is the Boom Sustainable?

Rocket Lab Rockets to New Heights on Huge Japan Deals – Is the Boom Sustainable?

Rocket Lab’s dramatic rise reflects both tech execution and a booming small-satellite market. As of early Oct 2025, RKLB trades near $70, compared to the low-$50s in late September stockanalysis.com. The company’s Electron rocket has delivered reliable launches for dozens of customers this year. Founder Sir Peter Beck calls it “the world’s most frequently launched orbital small rocket” globenewswire.com. Investors and partners point to Electron’s track record: iQPS’s CEO noted that four SAR satellites launched in 2025 “reaffirmed our confidence in the rocket’s reliability,” giving them comfort to book 3 more globenewswire.com.
10 October 2025
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BigBear.ai Stock Soars 80% in 2025 – Is This AI-Defense Gem the Next Big Thing?

BigBear.ai Stock Soars 80% in 2025 – Is This AI-Defense Gem the Next Big Thing?

BigBear.ai is a “mission-ready AI” company focused on defense, national security and critical infrastructure ir.bigbear.ai ir.bigbear.ai. – The stock has been extremely volatile: after a rocky summer it jumped sharply in fall 2025, rising roughly 78–82% year-to-date and about 422% over 12 months ts2.tech. – As of Oct. 9, 2025, BBAI closed around $7.49 per share nasdaq.com, down from its all-time high. – Recent deals: partnerships include the U.S. Navy UNITAS 2025 exercise with SMX and a biometric customs pilot at Nashville airport ir.bigbear.ai ir.bigbear.ai. – Q2 2025 results: revenue fell 18% YoY to ~$32.5M, net loss was $228.6M ts2.tech ts2.tech, and management cut full-year guidance. – The company ended Q2 with $390.8M cash and ~$380M backlog ts2.tech – giving a cushion despite losses. – Analysts are mixed: Consensus is a “Hold” with an average 12-month target around $5.80–6.00 marketbeat.com tipranks.com. Bullish analysts see upside from government AI spending ts2.tech tipranks.com. – Technicals: BBAI is extremely volatile and recently overbought; some charts warn of a pullback. – Competition: It’s often compared to Palantir and C3.ai but faces questions about scalability. BigBear’s niche one-off solutions yield much lower margins and slower growth than peers ts2.tech.
10 October 2025
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Brazil’s Producer Prices Plunge for 7th Month – Are We Heading for a Broader Slowdown?

Brazil’s Producer Prices Plunge for 7th Month – Are We Heading for a Broader Slowdown?

According to the IBGE agency, factory‐gate prices in Brazil’s industry continued to decline in August. Prices of manufactured and extractive goods fell 0.20% from July, led by lower prices for food products, chemicals and raw materials. Of 24 industrial sub-sectors, half saw price declines while only machinery/electronics prices rose modestly. IBGE notes that sugar, soy and rice and chemicals pulled overall inflation down agenciadenoticias.ibge.gov.br. The drop was smaller than earlier in 2025, suggesting the disinflation trend may be easing. Nevertheless, this is the seventh straight month of decline in producer prices, wiping out nearly all post-pandemic inflation gains in industry.
10 October 2025
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Google’s $3B AI Bet Skyrockets TeraWulf (WULF) Stock – Latest News & Analysis

Google’s $3B AI Bet Skyrockets TeraWulf (WULF) Stock – Latest News & Analysis

TeraWulf Inc. is a digital infrastructure company specializing in green Bitcoin mining and AI/High-Performance Computing data centers. It describes itself as a “vertically integrated, predominantly zero-carbon” operator of large-scale compute facilities investors.terawulf.com. The company’s flagship Lake Mariner campus in New York is dual-purpose: it houses the company’s own crypto mining rigs and hosts third-party HPC clients. Its infrastructure is “purpose-built for high-performance computing hosting and bitcoin mining” investors.terawulf.com. In 2024–25, TeraWulf began pivoting toward the booming AI/data-center market while continuing Bitcoin mining. It has secured multi-year leases with AI-focused tenants and is deploying liquid-cooled, high-density compute buildings to meet that demand investors.terawulf.com investors.terawulf.com.
10 October 2025
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Iron-Flow Battery Revolution: ESS Tech’s Stock Soars on Major SRP Deal – Analysts Weigh In

Iron-Flow Battery Revolution: ESS Tech’s Stock Soars on Major SRP Deal – Analysts Weigh In

Key Facts at a Glance: – ESS Tech, Inc. is a long-duration energy storage company focused on iron-based flow batteries Essinc. The firm designs, builds and deploys large-scale “iron flow” battery systems for utilities and commercial customers Essinc Marketscreener. Its products use cheap, earth-abundant iron, salt and water in the electrolyte Essinc Marketscreener. ESS touts that its batteries are “safe and sustainable with no risk of thermal runaway” and have a 25+ year lifespan Essinc. As of Oct 9, 2025 close, GWH traded around $1.72/share Stockanalysis Stockanalysis. Wall Street consensus is a Hold rating Stockanalysis, though Roth Capital recently raised its target to $3.50 Tipranks. In recent days ESS announced a 5 MW/50 MWh pilot with Arizona’s Salt River Project under a 10-year contract Essinc, news that sent GWH shares surging ~175% in pre-market trading on Oct 10 Tipranks.
10 October 2025
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Alibaba Stock Soars on AI Frenzy – Can the Rally Last?

Alibaba Stock Soars on AI Frenzy – Can the Rally Last?

Alibaba’s stock has been on a tear in 2025. In the U.S., BABA’s ADR climbed from around $90 in early 2025 to the mid-$170s by late Sept., roughly doubling off its spring lows ts2.tech. The rally accelerated after CEO Wu’s Sept. 24 AI announcement, which sent BABA up nearly 8% in one session ts2.tech. Likewise in Hong Kong, the “BABA-W” shares jumped over 7% on that day ts2.tech. By comparison, major indices lagged: the NYSE Composite was only up ~12% in 2025 ts2.tech.
10 October 2025
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CleanSpark (CLSK) Stock Skyrockets on Bitcoin’s Record Rally and $200M Credit Boost

CleanSpark (CLSK) Stock Skyrockets on Bitcoin’s Record Rally and $200M Credit Boost

CleanSpark began in 2012 as a microgrid and renewable energy tech company. It sold “BlockBox DC” modular microgrids for commercial and military clients finimize.com. Since 2020, it has pivoted sharply into Bitcoin mining: acquiring data centers and mining equipment to become a pure-play miner gurufocus.com finimize.com. Today CleanSpark owns/operates dozens of mining sites running only on competitive energy sources. It also retains an energy division: roughly one-third of revenue comes from legacy microgrid projects and software, while two-thirds from Bitcoin mining and sales finimize.com.
10 October 2025
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Trump’s $20B Argentina Lifeline Shocks Markets – Will It Save Milei?

Trump’s $20B Argentina Lifeline Shocks Markets – Will It Save Milei?

President Trump’s Treasury used its seldom-invoked crisis tools to prop up Argentina. The centerpiece is a $20 billion currency swap line between the US and Argentina’s central banks reuters.com – effectively a short-term dollar loan facility. In parallel, Treasury officials have directly bought pesos in open markets to blunt the currency’s slide. Bessent announced these steps on Oct. 9 after several days of intensive talks in Washington with Economy Minister Luis Caputo reuters.com aljazeera.com. On Truth Social, Bessent hailed Argentina’s “strong economic fundamentals” and Milei’s tough austerity measures. He vowed the US is “prepared, immediately, to take whatever exceptional measures are warranted” to stabilize the peso and bond markets washingtonpost.com aljazeera.com.
10 October 2025
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Bristol Myers Snaps Up Orbital Therapeutics in $1.5B Biotech Power Play

Bristol Myers Snaps Up Orbital Therapeutics in $1.5B Biotech Power Play

BMS’s acquisition of Orbital Therapeutics marks a deliberate push into autoimmune disease treatment via advanced cell therapy. Orbital, founded in 2022 by leaders in RNA and immunology, has built a proprietary RNA platform combining circular and linear RNA engineering with sophisticated lipid nanoparticle delivery Bms Fiercebiotech. Its lead program, OTX-201, is designed as an in vivo CAR‑T: instead of harvesting and engineering cells outside the body, Orbital will inject circular RNA encoding a CD19-directed CAR into the patient, so the patient’s own T cells become the “manufacturers” of CAR‑T cells in situ Bms Orbitaltx. This approach could greatly simplify CAR‑T therapy logistics. As BMS noted, it may “offer a reduced treatment burden and improved accessibility” relative to conventional ex vivo CAR‑T, which requires cell collection, manufacturing and intensive preparation Bms.
10 October 2025
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Qualcomm (QCOM) Stock: Poised to Soar on 5G/AI, or Falling Behind? Analysts Weigh In

Qualcomm (QCOM) Stock: Poised to Soar on 5G/AI, or Falling Behind? Analysts Weigh In

Qualcomm’s stock has been volatile in early October. On Oct 10, it opened sharply lower after China’s regulator announced an antitrust probe into Qualcomm’s planned acquisition of Israeli chipmaker Autotalks reuters.com reuters.com. Also on Oct 6, a UK court began hearing a £480M consumer lawsuit alleging Qualcomm forced inflated patent royalties on phone makers reuters.com. These legal and regulatory risks have grabbed headlines this week.
10 October 2025
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Kratos Defense (KTOS) Stock Skyrockets on Navy $175M Radar Deal & Drone Boom – Analysts React

Kratos Defense (KTOS) Stock Skyrockets on Navy $175M Radar Deal & Drone Boom – Analysts React

Kratos stock has exploded higher in 2025. After trading around $22 in late 2024, KTOS surged to a 52-week high ~$112.57 in early Oct 2025 marketbeat.com. On Oct 9, 2025 the stock closed around $98.55, down about 6.7% from the prior day’s ~$105.67 marketbeat.com – yet still vastly above last year’s lows. The YTD gain far outpaces the rest of the defense sector finviz.com.
10 October 2025
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Ebius Group N.V. (Nasdaq: NBIS) Stock Skyrockets on $17B AI Deal – What Investors Must Know

Ebius Group N.V. (Nasdaq: NBIS) Stock Skyrockets on $17B AI Deal – What Investors Must Know

Ebius Group N.V., commonly known as Nebius, is a high-growth AI cloud infrastructure company. It was spun out of Yandex N.V. in mid-2024 when the Russian internet giant’s overseas assets were split off; Arkady Volozh remains CEO ts2.tech. Headquartered in Amsterdam, Nebius builds and operates GPU-powered data centers and a full-stack AI cloud. Its platform includes NVIDIA GPUs, software tools, storage and managed services tailored for AI development reuters.com ts2.tech. Nebius’s stated goal is to be a “neo-cloud” provider, differentiating by offering fully-managed AI compute bundles rather than just raw machines reuters.com ts2.tech. It already has facilities in Finland, colocation in the US, Europe and Iceland, and is building a 300 MW “megawatt” campus in Vineland, NJ for large-scale AI demand ts2.tech ts2.tech.
10 October 2025
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Eightco (ORBS) Rockets 3,000% on Worldcoin Crypto Bet — Bubble or Breakthrough?

Eightco (ORBS) Rockets 3,000% on Worldcoin Crypto Bet — Bubble or Breakthrough?

ORBS’s chart reads like a roller-coaster. In early September 2025, the stock leapt from under $2 to an intraday peak above $83 on the Worldcoin treasury announcement ts2.tech Bloomberg. Volume was astronomical and the Nasdaq even halted trading multiple times that day Stockanalysis ts2.tech. In the following weeks ORBS gave up much of those gains: by late Sept it traded around $10–12 Stockanalysis. A smaller rally occurred Oct 6, likely fueled by fresh news ts2.tech ts2.tech, but profit-taking quickly set in. On Oct 8 the stock fell ~9% to $10.27 Insidermonkey, and it closed $8.44 on Oct 9 Stockanalysis. Overall, ORBS’s swings have been extreme – gaining or losing double-digit percentages in single sessions – driven by newsflow and retail speculation ts2.tech ts2.tech.
10 October 2025
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Recycling Stock Mania: One & One Green (YDDL) Soars 100% After Nasdaq Debut – Is This Green Tech Gem Real or Hype?

Recycling Stock Mania: One & One Green (YDDL) Soars 100% After Nasdaq Debut – Is This Green Tech Gem Real or Hype?

One & One Green Technologies is a Philippines-headquartered recycling company. It describes itself as “a waste materials and scrap metal recycling company” that processes discarded electronics and industrial scrap into reusable materials globenewswire.com. Through its Philippine units, it “engages in the recycling, production, and trading of scrap metals” globenewswire.com. Crucially, One & One holds a government-issued license to import hazardous waste and can process ~300,000 tons annually globenewswire.com. The raw waste is melted or processed into products – e.g. copper-alloy ingots, aluminum scrap, tin, zinc and iron – that are sold back to manufacturers globenewswire.com simplywall.st.
10 October 2025
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Kitco: Bullion Bonanza: Gold Tops $4,000, Silver Soars Past $50 – Can the Rally Continue?

Kitco: Bullion Bonanza: Gold Tops $4,000, Silver Soars Past $50 – Can the Rally Continue?

Gold and silver have shattered previous price ceilings. In early October 2025, gold rose above $4,000 per ounce – a milestone never seen before ts2.tech ts2.tech. It peaked around $4,059 on Oct 8, a ~50% rally from its ~$2,700 level at the start of 2025 ts2.tech. Silver’s climb has been even steeper: after languishing in the low $30s in January, it shot above $50 mid-October ts2.tech ts2.tech. That is the highest since 1980 and roughly a 70%+ YTD gain ts2.tech ts2.tech. The gold/silver ratio has tightened dramatically, reflecting silver’s catch-up. Such historic moves have left markets astonished – Reuters notes gold is on track for its largest annual jump since 1979, far outpacing most assets ts2.tech.
10 October 2025
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Rigetti (RGTI) Stock Skyrockets 4,000% – Quantum Hype or Bubble?

Rigetti (RGTI) Stock Skyrockets 4,000% – Quantum Hype or Bubble?

Rigetti Computing is a full-stack superconducting quantum computing company based in Berkeley, CA. It designs and builds its own quantum processors and integrates them into complete systems. Rigetti pioneered a “chiplet” approach – e.g. its new 36-qubit Cepheus-1 system is made of 4 linked chips, quadrupling its on-prem qubit count and greatly improving fidelity ts2.tech. It sells quantum computers both via the cloud and on-premise: for example, its Novera 9-qubit machines are turnkey systems for enterprise or research labs ts2.tech. Rigetti’s platform also provides software APIs, error-correction tools, and hybrid quantum-classical workflow support ts2.tech. The company’s clients span corporate R&D, government labs and universities. CEO Dr. Subodh Kulkarni emphasizes commercialization: he noted the Novera orders as proof of “increased demand for on-premises quantum computing systems as the industry matures” ts2.tech. In short, Rigetti positions itself as one of a few leading pure-play quantum hardware vendors, aiming to transition quantum computing from lab demos into real-world use.
10 October 2025
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