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.

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

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

Fed policy: The Fed’s Sept. 17 decision to cut rates was driven by slowing growth and job gains, though inflation has crept up federalreserve.gov. Fed Chair Powell and colleagues signaled further cuts ahead, but warned that inflation upside risks remain high federalreserve.gov reuters.com. Fed Vice Chair Bowman urged a commitment to cuts to shore up jobs reuters.com, while a strategist noted Powell was dovish but noncommittal on timing reuters.com.
Cosmic Showcase: What’s Up in the Sky on Sept 28–29, 2025

Cosmic Showcase: What’s Up in the Sky on Sept 28–29, 2025

This weekend’s meteor activity will be modest. No major shower peaks on Sept 28–29. The Orionids have just started but are weak – current rates are well under 1 meteor/hour and won’t peak until Oct. 23 amsmeteors.org. The only notable shower is the Southern Taurids, active Sept 23–Nov 12 with a broad radiant. AMS predicts a Southern Taurid rate of about 3/hour around local midnight amsmeteors.org. All other named showers are producing
28 September 2025
Space News Bonanza: NASA’s Artemis, SpaceX Starlink Launch & China’s New Weather Satellite (Sept 27–28, 2025)

Space News Bonanza: NASA’s Artemis, SpaceX Starlink Launch & China’s New Weather Satellite (Sept 27–28, 2025)

NASA: In late September, NASA’s focus was on its upcoming Artemis II Moon mission. The four astronauts held a media briefing on Sept. 24 to announce the name of their Orion spacecraft: “Orion Integrity” nasa.gov. They explained “Integrity” symbolizes the trust and collaboration needed for the mission. This 10-day crewed lunar test flight is slated for no later than April 2026. Meanwhile, NASA science made headlines with a major Mars discovery: analyses of a Perseverance rover sample from Jezero Crater suggest it “could preserve evidence of ancient microbial life” nasa.gov. Acting NASA Administrator Sean Duffy called it “the closest we have ever come to discovering life on Mars,” calling the potential biosignature finding “groundbreaking” nasa.gov. These NASA findings underscore a busy month: Artemis II preparations, Mars science, and continued deep-space probes.
28 September 2025
Billion-Dollar AI Bets and Biotech Breakthroughs: Top Tech News (Sept 27–28, 2025)

Billion-Dollar AI Bets and Biotech Breakthroughs: Top Tech News (Sept 27–28, 2025)

Nvidia–OpenAI Partnership: Nvidia announced a landmark collaboration with OpenAI to deploy at least 10 gigawatts of AI computing power. Under the plan, Nvidia will invest up to $100 billion as each gigawatt of NVIDIA systems is deployed nvidianews.nvidia.com. The first 1 GW is slated for late 2026 on Nvidia’s new “Vera Rubin” supercomputer. CEO Jensen Huang said this marks “the next leap forward — deploying 10 gigawatts to power the next era of intelligence” nvidianews.nvidia.com. OpenAI’s Sam Altman emphasized that “everything starts with compute,” and the new chips will fuel AI breakthroughs. This deal comes amid massive demand for AI chips – Nvidia will continue to serve all customers, but the investment ties OpenAI and Nvidia closely together nvidianews.nvidia.com nvidianews.nvidia.com.
AI Stocks Rally Amid Bold Bets and Breakthroughs: Nvidia’s $100B Play, Tesla’s $1T Robotaxi Dream & More

AI Stocks Rally Amid Bold Bets and Breakthroughs: Nvidia’s $100B Play, Tesla’s $1T Robotaxi Dream & More

AI-related equities continued their blistering run in late September. After weeks of outflows, U.S. stock funds drew fresh cash – about $12.1 billion in the week to Sept. 24 – as Nvidia’s OpenAI deal rekindled investor appetite reuters.com. Barclays’ Ajay Rajadhyaksha commented that the “AI revolution, Fed cuts and fading tariff uncertainty will all support growth”, suggesting AI mega-cap stocks could keep outperforming bonds and the broader market reuters.com. Supporting this, a Reuters analysis noted that a select “AI basket” of giants has climbed ~30% so far this year versus only 8% for the rest of the S&P 500 reuters.com. Tech indexes flirted with record highs as investors bid up names tied to generative AI, despite concerns about elevated valuations. For example, Nvidia’s 10-year gain is roughly 350×, and Oracle’s recent cloud-forecast surge added some $250B to its market value reuters.com – evidence of an “AI frenzy” that some analysts liken to a bubble reuters.com reuters.com.
Commodity Shockwaves: Oil Soars, Gold Shines, Crops Sway as War, Weather & Policy Roil Markets

Commodity Shockwaves: Oil Soars, Gold Shines, Crops Sway as War, Weather & Policy Roil Markets

Oil – War and Output Cuts: Crude markets rallied sharply to close the week, propelled by geopolitics. Brent oil settled at $70.13/bbl while WTI ended at $65.72, with both benchmarks posting their biggest weekly gain since June reuters.com. Traders pinned the surge on escalating war disruptions: Ukraine’s stepped-up drone strikes have knocked out portions of Russia’s refining capacity, forcing Moscow to halt diesel exports through year-end and extend a gasoline ban reuters.com. “Markets continued to be focused on the situation between Russia and Ukraine,” said John Kilduff of Again Capital. “These drone attacks by Ukraine are beginning to add up” in curtailing Russian supply reuters.com. Russian officials confirmed some regions are now facing fuel shortages, underscoring the impact reuters.com.
27 September 2025
Precious Metals Skyrocket: Gold Near $3,800, Silver Hits 14-Year High in Fed-Fueled Rally

Precious Metals Skyrocket: Gold Near $3,800, Silver Hits 14-Year High in Fed-Fueled Rally

Gold and its peers notched standout gains in late September, extending a remarkable rally in precious metals. Gold, in particular, powered to fresh record highs. On Tuesday of that week it breached $3,790 per ounce, an all-time high, before settling back slightly reuters.com. By Friday, spot gold was holding near $3,778/oz, up about 0.8% on the day and 2.5% higher for the week reuters.com. U.S. gold futures closed around $3,809 on Friday reuters.com, reflecting bullish sentiment in forward markets.
Asian Markets Routed by Tariff Shock and Rate Jitters – Weekly Wrap-Up

Asian Markets Routed by Tariff Shock and Rate Jitters – Weekly Wrap-Up

Asian equities ended the week on a downbeat note, with virtually all major bourses in negative territory by Friday’s close. The sell-off was widespread, triggered by a mix of global headwinds. Japan’s Nikkei 225 fell 0.87% to 45,354.99 on Friday, snapping a three-day rally english.news.cn. Notably, it closed at the day’s low as traders reacted to U.S. policy signals and trade worries. In Hong Kong, the Hang Seng Index sank 1.4% to 26,128 scmp.com, marking its first weekly decline in September amid a pullback from recent highs. The tech-heavy Hang Seng Tech Index fared even worse, plummeting 2.9% on the day scmp.com. Over in mainland China, benchmark indexes also lost ground – the Shanghai Composite slipped 0.7%, while the blue-chip CSI 300 index dropped about 1.0% scmp.com. These declines erased what had been gains earlier in the month; the Hang Seng, for instance, had hit a four-year peak last week before reversing course scmp.com.
27 September 2025
Crypto’s Wild 48 Hours: Bitcoin Rebounds, DeFi Breakthroughs, NFT Surprises & Regulation Shake-Ups (Sept 26–27, 2025)

Crypto’s Wild 48 Hours: Bitcoin Rebounds, DeFi Breakthroughs, NFT Surprises & Regulation Shake-Ups (Sept 26–27, 2025)

Bitcoin Volatility and Sentiment: The crypto market saw roller-coaster moves over 48 hours. On Thursday, a broad sell-off wiped out nearly $1.2B in leveraged positions – roughly $1.1B in longs – as Bitcoin dipped under $110K and Ethereum under $4K coindesk.com. This rout drove the Crypto Fear & Greed Index down to 28, its lowest since mid-April coindesk.com. Analysts noted that “roughly $3B of levered longs have been liquidated in recent days,” flushing out excess leverage coindesk.com. By Friday, however, markets showed resilience: Bitcoin bounced back above $110,000 and major alts like ETH, DOGE and SOL outperformed with 2–4% gains coindesk.com. Fresh U.S. economic data may have aided the rebound – the Fed’s preferred inflation gauge came in at +2.9% YoY for August, exactly as forecast, easing rate hike fears coindesk.com coindesk.com. “If inflation trends lower, risk assets may find support from confidence in the Fed’s easing cycle,” noted Sygnum Bank’s CIO coindesk.com. Still, others warn the market could “grind lower” before stabilizing, with one analyst questioning new highs in 2025 absent a stronger catalyst coindesk.com.
Nasdaq’s Wild Week: AI Mega-Deal Hype, Tariff Turmoil, and Tech Titans on Edge

Nasdaq’s Wild Week: AI Mega-Deal Hype, Tariff Turmoil, and Tech Titans on Edge

After charging to all-time highs on Monday, U.S. tech stocks hit some turbulence to end the week. The Nasdaq Composite Index gained +0.44% on Friday to close around 22,484 reuters.com, helped by a relief rally on in-line inflation data. That advance broke a three-day losing streak for stocks latimes.com. Even so, the Nasdaq Composite fell ~0.7% for the week, while the S&P 500 and Dow also logged modest weekly declines reuters.com reuters.com. This marked the end of a three-week run of gains for the Nasdaq and S&P reuters.com. The Nasdaq-100 index of top-tier tech shares showed a similar pattern – rebounding Friday but finishing slightly lower week-over-week.
Incredible Skywatch Weekend: Northern Lights, Meteor Fireballs & Planetary Sights (Sept 27–28, 2025)

Incredible Skywatch Weekend: Northern Lights, Meteor Fireballs & Planetary Sights (Sept 27–28, 2025)

Space weather officials are on alert for auroras this weekend. A large coronal hole on the Sun has rotated into an Earth-facing position, sending a stream of fast solar wind toward Earth. According to NOAA’s Space Weather Prediction Center, this “weak enhancement in the solar wind” is forecast to arrive and push geomagnetic activity to unsettled or even active levels, with a chance of minor G1 storms space.com. In practical terms, that means the Northern Lights could strengthen on the nights of Sept. 27–28. If the disturbance reaches G1 levels, auroras may become visible farther south than usual – perhaps into the northern continental US and Scotland under dark skies space.com. High-latitude regions are most likely to see auroral displays, especially around local midnight when geomagnetic activity typically peaks.
27 September 2025
Global Space News Roundup (Sept 26–27, 2025)

Global Space News Roundup (Sept 26–27, 2025)

SpaceX’s launch blitz: SpaceX achieved an unprecedented launch cadence, flying three Falcon 9 missions in under 41 hours through Sept. 25–26 spaceflightnow.com. These included two Starlink batches and NASA’s solar observatory mission to deep space. The Sept. 26 Vandenberg launch marked SpaceX’s 123rd Falcon 9 flight of 2025 and the 15th just in September, putting the company on pace to smash its previous annual launch record space.com. With these missions, SpaceX surpassed 8,400 Starlink satellites in orbit, with about 8,500 active Starlink craft now in the network according to satellite trackers space.com. Both Falcon 9 boosters used were reused multiple times – one flying its 22nd mission and another on its 16th – and both first stages landed safely on drone ships spaceflightnow.com spaceflightnow.com. SpaceX’s launch director joked that “the rocket fleet’s working overtime,” underscoring how routine rapid reusability has become in support of the Starlink megaconstellation.
AI Metaverse Leaps, Cyber Attacks, and Space Triumphs – Global Tech News Roundup (Sept 26–27, 2025)

AI Metaverse Leaps, Cyber Attacks, and Space Triumphs – Global Tech News Roundup (Sept 26–27, 2025)

Meta bets on the Metaverse + AI: Meta Platforms grabbed headlines with a suite of announcements blending augmented reality and generative AI. At the Meta Connect 2025 conference, CEO Mark Zuckerberg introduced “Horizon AI,” a new service for creating personalized virtual worlds on the fly theverge.com. Using Meta’s latest large language model and user data, Horizon AI can “stitch” together custom 3D environments via an intelligent assistant theverge.com. In a demo, Zuckerberg showed how speaking a few prompts could generate an immersive scene – for example, recreating a childhood home in VR for a therapy session. Meta is pitching this as “your world, reimagined” for social hangouts, work collaboration, and even mental health therapy. Privacy advocates, however, have raised concerns about the amount of personal data such AI-generated worlds might consume.
Global Commodities Soar as War, Weather & Tariffs Upend Markets (Sept 25–26, 2025)

Global Commodities Soar as War, Weather & Tariffs Upend Markets (Sept 25–26, 2025)

Oil markets rallied sharply during the week. Brent crude rose above $69.5/barrel on Sept 26, its highest since early August reuters.com, and is set for a ~4% weekly gain – the biggest in three months reuters.com. West Texas Intermediate followed to ~$65.3/barrel reuters.com. The catalyst was a confluence of supply shocks and geopolitical tensions. Ukraine’s drone strikes on Russian oil facilities have dealt a serious blow to Moscow’s fuel infrastructure reuters.com. In response, Russia banned most diesel exports and extended a gasoline export ban through year-end reuters.com reuters.com. Russia typically exports ~880,000 barrels per day of diesel reuters.com, so this move sent global diesel prices soaring and pushed European refinery margins to their highest since Feb 2024 reuters.com. “Ongoing Ukrainian drone strikes…NATO’s warning to Russia, and Russia’s move to halt key fuel exports” have all supported oil’s price surge, noted IG analyst Tony Sycamore reuters.com.
26 September 2025
Precious Metals Boom: Gold Nears Record High, Silver Hits 14-Year Peak as Fed Pivot and Tariff Shocks Spark Rally

Precious Metals Boom: Gold Nears Record High, Silver Hits 14-Year Peak as Fed Pivot and Tariff Shocks Spark Rally

Precious metals extended their spectacular 2025 rally through September’s final week, with gold and silver leading the charge. Gold prices steadied around $3,748/oz on Friday after a 1.6% weekly gain reuters.com. Earlier in the week, gold hit a fresh record high near $3,790/oz kitco.com, surpassing previous peaks as investors flocked to safety. The yellow metal is now up over 40% year-to-date, propelled by economic jitters and expectations of looser monetary policy mining.com. “Investors don't see enough fiscal stability on the U.S. side... it's easy to understand why gold is surging,” said Carlo Alberto De Casa of Swissquote, citing trade war strains and geopolitical tensions as key drivers kitco.com.
Tariff Shock and Fed Jitters: Asian Markets Stumble as Rally Meets Reality

Tariff Shock and Fed Jitters: Asian Markets Stumble as Rally Meets Reality

Asian markets were mostly steady on Thursday as investors navigated mixed signals from central banks and awaited key U.S. data releases. Japan’s Nikkei 225 edged up 0.3% to 45,755, recovering from early losses abcnews.go.com. Optimism in Tokyo was underpinned by hopes that the Bank of Japan would maintain its ultra-easy policy: fresh data showed Tokyo consumer inflation at 2.5% in September, below forecasts abcnews.go.com. While still above the BoJ’s 2% target, the cooler-than-expected price rise eased pressure for immediate tightening. This spurred bets that the BoJ will hold off on rate hikes for now, weakening the yen and boosting exporter stocks investing.com investing.com. Japanese indexes remain near multi-decade highs on this dovish outlook investing.com.
Tariff Shocks & Rate Jitters Ignite Wild 48 Hours in European Markets

Tariff Shocks & Rate Jitters Ignite Wild 48 Hours in European Markets

European equities seesawed over the two days, buffeted by transatlantic trade tensions and shifting rate expectations. On Thursday Sept. 25, the STOXX Europe 600 index dropped 0.7%, touching levels not seen in three weeks reuters.com. Almost every major bourse closed in the red reuters.com as traders digested a slew of worrying signals: fresh U.S. trade investigations into high-tech imports, surprisingly robust U.S. economic data, and guarded comments from central bankers. By Friday Sept. 26, however, markets regained footing – the STOXX 600 ticked up roughly +0.3% by midday reuters.com and was on track to finish the eventful week slightly higher brecorder.com. The late-week relief came as investors pivoted to bargain-hunting in financial and industrial shares and awaited key U.S. inflation data for clues on interest rates reuters.com.
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#1 STRONG BUY

AerCap

NYSE: AER 95 / 100
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Uber

NYSE: UBER 93 / 100
#3 BUY ON WEAKNESS

Taiwan Semiconductor

NYSE: TSM 91 / 100
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dLocal

NASDAQ: DLO 88 / 100
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Tapestry

NYSE: TPR 86 / 100
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