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.

AI Stock Frenzy: Nvidia’s $100B OpenAI Bet and Major Tech AI Moves Send Shares Surging (Sept 24–25, 2025)

AI Stock Frenzy: Nvidia’s $100B OpenAI Bet and Major Tech AI Moves Send Shares Surging (Sept 24–25, 2025)

Market Snapshot (Sep 24–25, 2025) US and global indices treaded water after the blistering tech rally. On Sept. 24 the S&P 500 and Nasdaq slipped about 0.3–0.5% investopedia.com, as profit-taking hit “Magnificent 7” stocks and AI names. A key factor was Fed Chair Powell’s commentary on Sept. 23, warning that tech valuations were high. Post Powell, the S&P tech sector dipped (-0.5%) and Nasdaq futures fell modestly investopedia.com. Tech giants cooled: Oracle and Nvidia fell 1.7% and 0.8% investopedia.com; Amazon slid 0.2% (third day down) investopedia.com. Energy stocks bucked the trend (energy +1.3%) amid rising oil. But AI–focused stocks bucked that
25 September 2025
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Commodities Rollercoaster: Oil Rockets & Gold Smashes Records as Trade & Weather Woes Hit Agriculture (Sept 24–25, 2025)

Commodities Rollercoaster: Oil Rockets & Gold Smashes Records as Trade & Weather Woes Hit Agriculture (Sept 24–25, 2025)

Energy (Oil, Gas, Renewables) Oil led commodity moves this week. On Sept 24 Brent crude jumped about 2.5% (to ~$69.30) – its strongest gain since July – after U.S. stockpiles fell more than expected reuters.com. Supply concerns from geopolitics added fuel: planned disruptions in Iraq, reduced exports from Venezuela, and attacks on Russian energy sites (Ukraine’s military claimed strikes on Russian oil stations reuters.com) kept markets nervous reuters.com reuters.com. US crude settled at ~$65 (WTI) on Sept 24, up ~$1.60 (2.5%) for the day reuters.com. However on Sept 25 prices gave back some gains: Brent fell to ~$68.80 (-0.7%) and
25 September 2025
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Precious Metals Skyrocket as Gold Hits Record High – Fed Cuts & Global Tensions Fuel Rally

Precious Metals Skyrocket as Gold Hits Record High – Fed Cuts & Global Tensions Fuel Rally

Key Facts Gold (yellow bars) and silver (grey bar) prices have rallied sharply in late 2025 as investors seek safe-haven assets amid economic uncertainty and geopolitical tensions. Gold reached record highs above $3,790/oz this week, while silver hit its best levels since 2011. Gold: Record Run on Fed Rate Bets and Unrest Gold has been on a tear, capping a two-year rally with new all-time highs this week. On September 23, spot gold hit an intraday record of $3,790.82/oz reuters.com before settling slightly lower. Even after a brief mid-week pullback on profit-taking, prices were holding near $3,750 by Thursday. The
25 September 2025
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Asia Markets Whipsaw: Japan’s Record Rally, China Tech Soars on AI, Scandal Rocks Manila (Sep 24–25, 2025)

Asia Markets Whipsaw: Japan’s Record Rally, China Tech Soars on AI, Scandal Rocks Manila (Sep 24–25, 2025)

Key Facts Japan: Record Highs Amid Sector Rotation Japan’s Nikkei 225 extended its remarkable 2025 rally, closing Sep 25 at ¥45,754.93, up 0.27% and marking a third consecutive record finish Tradingview. The broader TOPIX gained 0.47% to reach 3,185 Tradingview. Investors piled into previously lagging sectors – notably non-ferrous metals, which jumped 3.2% Tradingview – betting that broader participation will sustain the bull run. “These days, the stocks that lead the market’s gain rotate, which is a good sign for … further gains,” observed Shoichi Arisawa of IwaiCosmo Securities Tradingview. Cyclical and value plays outperformed: Sumitomo Metal Mining rocketed +11.3%
25 September 2025
European Markets Whiplash: Defense Stocks Soar as Luxury Lags in 48-Hour Rollercoaster

European Markets Whiplash: Defense Stocks Soar as Luxury Lags in 48-Hour Rollercoaster

Key Facts European Stock Indices: Two Days of Turbulence Major indexes in Europe seesawed between gains and losses over the two-day span, reacting to a flurry of news. On Wednesday Sept. 24, the broad STOXX Europe 600 slipped -0.2% by the close reuters.com. Regionally, performance was mixed – the UK’s FTSE 100 actually rose +0.3% (outperforming peers), and Germany’s DAX edged up +0.2%, while France’s CAC 40 sank -0.6% to a two-week low nasdaq.com. Spain’s IBEX 35 and Italy’s FTSE MIB also leaned negative, but with smaller declines (~0.2–0.3%). This divergence reflected differing sector weights: London’s FTSE was propped up
25 September 2025
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Shutdown Jitters, ETF Tsunami & Crypto Power Plays – Top Crypto News (Sept 24–25, 2025)

Shutdown Jitters, ETF Tsunami & Crypto Power Plays – Top Crypto News (Sept 24–25, 2025)

Summary Market Overview: Crypto Slips as Macro Storm Brews A looming U.S. government shutdown (“Sorry, we’re closed” sign) spooked investors and weighed on crypto markets. Major cryptocurrencies stumbled over the past 48 hours, largely under pressure from mounting macroeconomic risks. Ether (ETH) led the pullback, dropping over 3% during Asian trading hours Thursday to test the $4,000 level for the first time since early August coindesk.com. Bitcoin (BTC) also dipped about 1%, sliding under $112,000 coindesk.com. A broad swath of altcoins followed suit: XRP, Solana (SOL) and Dogecoin all fell roughly 2.5–3%, with Solana teetering just above the key $200
25 September 2025
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Nasdaq Rally Hits Speed Bump as Tech Stocks Wobble – Fed Warning and AI Jitters Shake Markets (Sept 24–25, 2025)

Nasdaq Rally Hits Speed Bump as Tech Stocks Wobble – Fed Warning and AI Jitters Shake Markets (Sept 24–25, 2025)

Market Recap: Nasdaq Retreats from Highs Wall Street’s momentum in tech stocks paused mid-week after an extended rally. On Wednesday, Sept. 24, the Nasdaq Composite index slipped 0.33% – its second straight daily decline investopedia.com. This dip ended a three-session streak of record closing highs. The Nasdaq-100 (top 100 Nasdaq stocks) likewise pulled back from recent peaks. Major indices were relatively flat through Wednesday morning, but turned lower around midday after fresh remarks from the Federal Reserve stirred concerns reuters.com investopedia.com. By the close on Wednesday, the Nasdaq Composite stood at 22,497.86 points reuters.com, which analysts noted was still among
25 September 2025
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Fed Warning and AI ‘Bubble’ Fears Hit Wall Street: NYSE Roundup (Sept 24–25, 2025)

Fed Warning and AI ‘Bubble’ Fears Hit Wall Street: NYSE Roundup (Sept 24–25, 2025)

Key Facts Market Overview & Sector Trends After a blistering summer rally, Wall Street’s momentum hit a speed bump mid-week. On Wednesday (Sept. 24), the S&P 500 fell about 0.3%, the Dow Jones Industrial Average lost 0.4%, and the Nasdaq Composite slipped 0.3% smdailyjournal.com. It was the second straight down day after all three indices had notched record highs on Monday. By Thursday, stocks continued to drift in search of direction – trading was choppier and largely flat, as investors digested the week’s events and awaited fresh catalysts. Profit-taking was a major theme: with indexes still near all-time highs, many
25 September 2025
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Northern Lights, New Comet & Saturn Shine: Must-See Sky Events on Sept 25–26, 2025

Northern Lights, New Comet & Saturn Shine: Must-See Sky Events on Sept 25–26, 2025

Summary Auroras Dance Under Equinox Skies It’s aurora season! The autumnal equinox (September 22) is traditionally a prime time for auroras because of the way Earth’s magnetic field interacts with the solar wind this time of year. Researchers have observed that around the equinoxes, cracks tend to open in Earth’s magnetosphere, allowing even relatively minor solar activity to trigger auroral displays spaceweatherarchive.com spaceweatherarchive.com. This is known as the Russell–McPherron effect – essentially, “even a gentle gust of solar wind can breach our planet’s magnetic defenses” near the equinox spaceweatherarchive.com. Over the past week, the Sun has kept forecasters on their
25 September 2025
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Space Showdown: 48 Hours of Epic Launches, Cosmic Breakthroughs, and a New Moonship Name

Space Showdown: 48 Hours of Epic Launches, Cosmic Breakthroughs, and a New Moonship Name

Major Launches Light Up Late September Solar sentinel liftoff: The week’s biggest blast-off came early on Sept. 24, when a SpaceX Falcon 9 rocket roared off Launch Complex 39A at Kennedy Space Center carrying a trio of spacecraft devoted to space weather research nasa.gov. In a single launch at 7:30 a.m. EDT, NASA and NOAA deployed the Interstellar Mapping and Acceleration Probe (IMAP), the Carruthers Geocorona Observatory, and NOAA’s Space Weather Follow-On L1 (SWFO-L1) satellite toward the Sun-Earth Lagrange point nasa.gov nasaspaceflight.com. This “fleet” will probe how the Sun’s charged particles and solar wind affect Earth and the broader solar system. “This
25 September 2025
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From OpenAI’s $500B AI Bet to Instagram’s 3B Users – Inside Tech’s Wild 48 Hours

From OpenAI’s $500B AI Bet to Instagram’s 3B Users – Inside Tech’s Wild 48 Hours

Key Facts Artificial Intelligence & Big Tech OpenAI’s $500 Billion Supercomputer Push: In a massive scale-up, OpenAI (with partners Oracle and SoftBank) unveiled plans for five new AI mega–data centers across the U.S., bringing its Stargate infrastructure to 7 GW capacity and over $400 billion invested openai.com. This puts OpenAI ahead of schedule toward a $500 billion, 10 GW goal by end of 2025 openai.com openai.com. “AI can only fulfill its promise if we build the compute to power it,” CEO Sam Altman said, framing compute as the key to future breakthroughs openai.com. Nvidia, which earlier this week agreed to invest up to $100 billion in
25 September 2025
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Flying a Drone in Paradise? French Polynesia Drone Laws 2025 – Avoid Huge Fines with These 9 Rules

Flying a Drone in Paradise? French Polynesia Drone Laws 2025 – Avoid Huge Fines with These 9 Rules

Key Facts Overview of Current Drone Regulations in French Polynesia French Polynesia, while a remote paradise, enforces drone laws as strictly as mainland France. In fact, since late 2020 the European Union drone regulations (adopted by France) also apply in French Polynesia seac.pf. This framework classifies drone operations by risk level instead of by hobby or commercial status. The two main categories are: In practice, French Polynesia treats drone flying very carefully due to its unique environment (small islands with airports, tourism concerns, etc.). The default rule is that drone flights are allowed only in low-risk conditions. If you want
25 September 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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