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.

Walmart’s 470% Rally: Is a $1 Trillion Market Cap Next?

Walmart’s 470% Rally: Is a $1 Trillion Market Cap Next?

Walmart’s Trillion-Dollar Potential 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 (680% with dividends) nasdaq.com, thanks to its scale and diversification. This dramatic run, driven by repeat store visits and steady online growth,
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’s AI-Cloud Strategy 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 (~$0.03–$0.038/kWh) 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 (including the existing ~1,900
Crypto Stocks Explode as Bitcoin Smashes Records – 5 Hot Picks for October 2025

Crypto Stocks Explode as Bitcoin Smashes Records – 5 Hot Picks for October 2025

With fresh records and high volatility, investors are scouring the market for crypto-linked equities. Below we dive deeper into recent news, expert commentary, and outlooks for Bitcoin and its key stock proxies. Bitcoin’s “Uptober” Rally and Record Highs Bitcoin’s bull run accelerated in early October. After touching a peak near $124,480 in August (per Reuters), BTC broke above $125K on Oct 5, 2025 – a new all-time high reuters.com. The rally was fueled by massive demand for Bitcoin ETFs (BlackRock’s spot Bitcoin ETF took in ~800,000 BTC recently) ts2.tech, high inflation concerns, a weakening dollar (down ~12% YTD), and safe-haven
Energy Fuels (UUUU) Stock Skyrockets on Rare-Earth Breakthrough & Uranium Boom

Energy Fuels (UUUU) Stock Skyrockets on Rare-Earth Breakthrough & Uranium Boom

Recent News Company Overview and Strategy Energy Fuels’ core operations include the Pinyon Plain high-grade uranium mine and the White Mesa Mill in Utah (pictured). It was founded in 1987 and today is “a Colorado-based player in… critical minerals — think uranium, rare earth element (REE) 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 (conventional and ISR) and in 2024-25 ramped up Pinyon Plain (AZ) to record grades and output investors.energyfuels.com. Energy Fuels
Powell Max (PMAX) Stock: Hidden Gem or Sinking Ship? Experts Weigh In

Powell Max (PMAX) Stock: Hidden Gem or Sinking Ship? Experts Weigh In

Company Overview 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 (or seeking to list) 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. To expand its footprint, Powell Max has been pursuing an aggressive acquisition strategy. In early 2025 the company announced
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 (NYSE: BBAI) 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 (e.g. the Arcas™ computer-vision system and ConductorOS edge-AI platform) 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. Current Stock Price &
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

National Flood Watch: From Carolinas to New England 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 (with 4+ inches along the coast) 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
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?

Recent Stock Performance 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 (versus ~40% for Nvidia over the
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?

Recent Stock Performance 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 (closing ~$26.36 ts2.tech), 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 (see below). 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. Trading volume has been heavy, reflecting
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

Current Stock Performance 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 (a 6.5% gain for the day). Volume has surged (38.8M shares on Oct 10 vs ~16.6M on Oct 9) stockinvest.us. Year-to-date, the stock is up roughly 500% (even over 1,100% since late 2024) 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. Major Company Developments DOE Programs & Projects: In
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?

Stock Price & Trend 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 (StockTwits noted PLTR as its top-trending ticker in late August even amid a selloff) ts2.tech ts2.tech. Recent Trend: Over the past 2–3 weeks (early Oct 2025), PLTR
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?

Stock Price & Recent Trading 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 (down 5.91% that day) stockanalysis.com. In pre-market trading on Oct 13 it was back up near $336.00 (up ~3.5% from Friday’s close) stockanalysis.com. This volatility reflects a recent selloff triggered by a broad tech market pullback, but broadly the stock has nearly doubled (≈90%) since spring reuters.com ts2.tech. The year’s rally is grounded in fundamentals.
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Stock Market Today

Corning stock price hits record close — what’s driving GLW and the next big test

Corning stock price hits record close — what’s driving GLW and the next big test

7 February 2026
Corning shares jumped 8.3% to a record $122.16 Friday, gaining 11% over two sessions amid strong demand for AI infrastructure stocks. The move follows a $6 billion optical fiber deal with Meta and upgraded company forecasts. Shares traded as high as $122.56 and rose 0.6% after hours. COO Avery Nelson sold 1,894 shares for tax withholding, retaining 66,050.
PepsiCo stock: €2.5 billion bond deal lands as investors size up the price-cut gamble

PepsiCo stock: €2.5 billion bond deal lands as investors size up the price-cut gamble

7 February 2026
PepsiCo priced €2.5 billion in euro notes across four maturities, with settlement set for Feb. 11, according to an SEC filing. The company plans to use proceeds for general corporate purposes, including repaying commercial paper. Shares closed at $170.49 Friday, up 1.8%. PepsiCo is also cutting U.S. snack prices by up to 15% after consumer pushback.
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