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.

Banks Warn of Bubble as AI Darling Palantir Plunges from Record High

Banks Warn of Bubble as AI Darling Palantir Plunges from Record High

Market Rally Hits a Wall of Warnings After a red-hot October rally in U.S. stocks, November kicked off with a stark reality check. Last week, Wall Street’s major indexes were at all-time highs, buoyed by Big Tech earnings and surging investments in artificial intelligence reuters.com. But now top bankers are urging caution. Morgan Stanley CEO Ted Pick and Goldman Sachs chief David Solomon both warned the market may be due for a pullback, citing frothy tech valuations reuters.com. “Technology multiples are full,” Solomon observed, suggesting parts of the market have grown too exuberant. This sentiment echoes JPMorgan’s Jamie Dimon, who
Pfizer’s Q3 Shocker: Earnings Beat, Outlook Raised, and a $7 Billion Obesity Drug Gambit

Pfizer’s Q3 Shocker: Earnings Beat, Outlook Raised, and a $7 Billion Obesity Drug Gambit

Q3 Earnings Beat and Raised Outlook Pfizer delivered a positive surprise in Q3 2025, topping earnings and revenue expectations even as its overall results declined from a year ago. Adjusted earnings per share came in at $0.87, comfortably above consensus (~$0.63–$0.64) reuters.com. This was achieved on quarterly revenue of about $16.7 billion, which, while ~6% lower than the same period last year, slightly exceeded analysts’ forecasts (~$16.5B) stocktwits.com reuters.com. The decline was largely anticipated due to the sharp drop in COVID-19 product demand, but stronger-than-expected sales in other areas helped Pfizer beat the Street’s estimates. Encouraged by the quarter’s results,
Spotify’s Q3 Shocker: Profit Soars, 700+ Million Users & a Price Hike Looming?

Spotify’s Q3 Shocker: Profit Soars, 700+ Million Users & a Price Hike Looming?

Q3 2025 Earnings Beat Expectations Spotify delivered a robust third-quarter performance, topping earnings estimates and underscoring its financial turnaround. The audio streaming giant reported €4.27 billion in Q3 revenue, slightly exceeding forecasts (about €4.23 billion) ca.investing.com. This represented ~7% growth year-on-year (12% growth on a constant-currency basis) ca.investing.com newsroom.spotify.com. Key drivers were strong subscriber gains and higher subscription prices instituted in many markets. On the bottom line, operating profit came in at €582 million newsroom.spotify.com, rising roughly 28–33% from a year ago as Spotify reined in costs and expanded margins. Net income swung to €899 million for the quarter, a dramatic improvement from a
Halliburton’s Big Comeback? Why Experts Say Oil Services Are ‘Down But Not Out’ in 2025

Halliburton’s Big Comeback? Why Experts Say Oil Services Are ‘Down But Not Out’ in 2025

Oilfield Services: “Down But Not Out” After a Tough Year Halliburton, one of the world’s top oilfield services companies, has faced a challenging environment in 2025. U.S. shale producers cut back on drilling budgets as oil prices slipped (West Texas crude has been trading around the low-$60s reuters.com), and international projects largely stalled. This downturn hit Halliburton’s North America-centric business hard – the company even slashed its 2025–26 earnings forecasts by up to 25% earlier in the year amid the shale slowdown gurufocus.com. Industry-wide, rig counts fell and profit margins tightened, prompting talk of an extended slump for oilfield service
Shopify Q3 2025 Earnings: 32% Sales Surge, Bold Holiday Forecast – Is This Growth Stock Unstoppable?

Shopify Q3 2025 Earnings: 32% Sales Surge, Bold Holiday Forecast – Is This Growth Stock Unstoppable?

Q3 2025 Earnings Highlights Shopify delivered another quarter of rapid growth in Q3 2025, reinforcing its position as a top-performing e-commerce platform. Revenue for the quarter was $2.844 billion, a 32% jump year-over-year and comfortably ahead of analyst expectations (~$2.756 billion) gurufocus.com. This acceleration in growth (versus 26% in the same quarter last year) underscores robust merchant sales across Shopify’s platform. The company’s adjusted earnings per share (EPS) of $0.28 met consensus estimates gurufocus.com, reflecting solid profitability after a period of heavy investment in new services. Gross profit grew in tandem with revenue, reaching $1.39 billion (versus $1.12 billion a year ago) gurufocus.com, as
Ford Stock Surges on Q3 Earnings Beat – EV Slowdown & 2025 Outlook Revealed

Ford Stock Surges on Q3 Earnings Beat – EV Slowdown & 2025 Outlook Revealed

Stock Price & Recent Performance Ford’s stock has experienced notable volatility around its latest earnings release. After a strong rally in October, the shares retreated in the last week of the month. During the week of Oct 27–31, Ford stock fell about 5.1% (a $0.71 drop), ending at $13.13 fordauthority.com. This pullback erased some of the prior week’s earnings-driven gains. Notably, on Oct 24, the stock jumped over 12% in one day, as investors cheered Ford’s Q3 results and upbeat initial reaction stockanalysis.com investing.com. That surge brought Ford near a 52-week high (~$13.97), reflecting optimism after the earnings beat. However,
Epic 2025 Comeback: Intel Stock Soars – Latest Price, News & Forecast

Epic 2025 Comeback: Intel Stock Soars – Latest Price, News & Forecast

Intel Stock Price & 2025 Performance Illustration: An Intel processor on a computer motherboard (Aug. 25, 2025) Intel’s share price is hovering around $39–$40 as of November 3, 2025, reflecting a remarkable rebound this year. The stock has nearly doubled in 2025, up about 90% year-to-date reuters.com after plunging ~60% last year. On October 24, shares hit an 18-month high following earnings, an emphatic reversal for a company that in 2024 logged its first annual loss since 1986 reuters.com. Intel has markedly outperformed many peers in 2025 – for context, its rally surpassed even that of AI-chip leader Nvidia’s stock
Sudden Southern Park Mall Shutdown Shocks Community – Safety Scare, Unpaid Bills & Uncertain Future

Sudden Southern Park Mall Shutdown Shocks Community – Safety Scare, Unpaid Bills & Uncertain Future

Forecast: If Kohan Retail remains unwilling to invest in repairs or taxes, Southern Park Mall could face a protracted shutdown and accelerating tenant exodus. The holiday shopping season – normally the busiest period – will be all but lost if the mall stays closed, potentially pushing more retailers to exit. Over the longer term, experts say the best outcome may be for a new owner or new purpose to take over. “It’s best… to embrace what [Kohan is] doing and start to look at what the next generation of that land use could be,” Egelanian advises communities wfmj.com. In other
3 November 2025
AMD Stock Skyrockets on AI Mega-Deal – Latest Price, Q3 Earnings Preview & Expert Analysis

AMD Stock Skyrockets on AI Mega-Deal – Latest Price, Q3 Earnings Preview & Expert Analysis

Latest News & Updates (Nov 3, 2025) AI Partnership Sparks Rally: AMD made headlines in October by announcing a blockbuster partnership with OpenAI. OpenAI agreed to deploy up to 6 GW of AMD’s Instinct GPUs over several years (starting in 2026) under a multi-year deal reuters.com. In exchange, OpenAI received warrants for up to 160 million AMD shares (≈10% stake) at a nominal price, vesting as deployment milestones are met reuters.com. AMD expects this deal to drive “tens of billions” in annual revenue and over $100 billion in total new sales from OpenAI and others in coming years reuters.com reuters.com. The
TeraWulf (WULF) Stock Skyrockets on AI Pivot – Price Surge, Earnings, and What’s Next

TeraWulf (WULF) Stock Skyrockets on AI Pivot – Price Surge, Earnings, and What’s Next

1. Current Stock Price & Recent Performance (Nov 3, 2025) As of November 3, 2025, TeraWulf’s stock is trading around $15.5 per share, holding on to gains from a dramatic late-October rally stockinvest.us. On Friday, Oct 31, WULF closed at $15.50, up 4.6% for the day stockinvest.us. The stock has been on a tear over the past two weeks – rising about 11% in the last 14 days and roughly 26% in the past 5 sessions stockinvest.us indexbox.io. This surge brought WULF to levels not seen in nearly four years (the highest since Dec 2021), reflecting renewed investor enthusiasm. In intraday
Femasys (FEMY) Skyrockets on Breakthrough Birth Control Trial News – Is This Women’s Health Innovator a Game-Changer?

Femasys (FEMY) Skyrockets on Breakthrough Birth Control Trial News – Is This Women’s Health Innovator a Game-Changer?

Company Overview – Innovating in Women’s Health Femasys Inc. is a Georgia-based medical device and biotherapeutics company specializing in women’s reproductive health solutions. Founded and led by CEO Kathy Lee-Sepsick (a female inventor-entrepreneur), Femasys aims to “transform women’s healthcare” by addressing long-neglected needs with non-surgical, in-office technologies femasys.com gurufocus.com. The company’s mission is to provide women with minimally invasive, office-based alternatives that improve patient care and reduce costs, in areas ranging from infertility to contraception and cancer diagnostics femasys.com gurufocus.com. Safety and accessibility are emphasized – Femasys notes that advances in female reproductive health are “long overdue,” and its products
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