Today: 2 March 2026

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.

Gold Price Holds Above $4,200 as Fed Rate-Cut Bets Mount and US Shutdown Ends, While Silver Shoots Past $53

Gold Price Holds Above $4,200 as Fed Rate-Cut Bets Mount and US Shutdown Ends, While Silver Shoots Past $53

Gold held above $4,200 an ounce Thursday after a 2% surge, as traders bet on a Federal Reserve rate cut and reacted to falling Treasury yields. Silver climbed past $53, narrowing the gold-silver ratio to its lowest in a month. The end of the U.S. government shutdown shifted focus to delayed economic data and labor market weakness. JPMorgan now projects gold could top $5,000 by late 2026 if Fed easing continues.
Apple (AAPL) Today — Nov 12, 2025: Digital ID launches in Wallet, Apple Arcade lines up holiday hits, EU fee study sparks debate, and AAPL hovers around $3T

Apple (AAPL) Today — Nov 12, 2025: Digital ID launches in Wallet, Apple Arcade lines up holiday hits, EU fee study sparks debate, and AAPL hovers around $3T

Apple launched Digital ID in Apple Wallet for U.S. users, allowing iPhone and Apple Watch holders to create IDs from passports, now accepted in beta at over 250 TSA checkpoints. Apple Arcade’s holiday lineup includes SpongeBob: Patty Pursuit 2 on Dec. 4 and several new titles. Apple cited a study showing lower EU developer fees haven’t reduced consumer prices. AAPL trades near $274 with a $3 trillion market cap.
12 November 2025
Palantir (PLTR) Today: Stock Slips as Valuation Debate Heats Up—Fresh Analyst Notes, $455B Market-Cap Talk, and What’s Next (12.11.2025)

Palantir (PLTR) Today: Stock Slips as Valuation Debate Heats Up—Fresh Analyst Notes, $455B Market-Cap Talk, and What’s Next (12.11.2025)

Palantir shares fell intraday after new columns from Forbes and The Motley Fool questioned the company’s $450 billion valuation despite rapid AI-driven growth. MarketBeat noted CICC Research raised its price target to $150 but kept a neutral rating. Palantir posted Q3 revenue of $1.18 billion, up 63% year-over-year, and guided Q4 above consensus. Wall Street remains split as valuation concerns overshadow strong results.
12 November 2025
SOFI Stock Hits New Highs as SoFi Crypto Rolls Out — Stablecoin, Remittances, and Q3 Momentum (Nov. 12, 2025)

SOFI Stock Hits New Highs as SoFi Crypto Rolls Out — Stablecoin, Remittances, and Q3 Momentum (Nov. 12, 2025)

SoFi Technologies’ bank unit began rolling out in-app crypto trading, making it the first U.S. nationally chartered bank to offer this service. SOFI shares hit a new intraday high of $32.69. The company plans to launch a USD-pegged stablecoin and expand crypto integration across its services. An SEC filing showed SBI Securities Co. Ltd. increased its stake in SoFi by 422,789 shares.
Xbox Cloud Gaming launches in India: Plans from ₹499, how to play on phones, PCs, Samsung/LG TVs, and Fire TV (Nov 12, 2025)

Xbox Cloud Gaming launches in India: Plans from ₹499, how to play on phones, PCs, Samsung/LG TVs, and Fire TV (Nov 12, 2025)

Microsoft launched Xbox Cloud Gaming in India on Nov. 11, allowing users to stream Xbox titles on phones, PCs, Samsung and LG TVs, and Amazon Fire TV. Game Pass plans start at ₹499 per month, with introductory offers from ₹99. A minimum 10 Mbps connection is recommended. Fortnite is available to play free via cloud without a subscription.
12 November 2025
NIO (NIO) Sets Nov. 25 Q3 Earnings Date; Europe Battery‑Swap Update; CSR Push in UAE — Nov. 12, 2025

NIO (NIO) Sets Nov. 25 Q3 Earnings Date; Europe Battery‑Swap Update; CSR Push in UAE — Nov. 12, 2025

NIO will report Q3 2025 earnings before the U.S. market opens on Nov. 25, with a management call at 7:00 a.m. ET. The company cited 60 battery swap stations in Europe after Sweden approved grid services, while a trade blog reported the closure of NIO’s Slagelse, Denmark site, unconfirmed by NIO. October deliveries topped 40,000 as China’s NEV sales hit new highs. NIO shares traded near $6.42 intraday.
Tencent Music (TME) Q3 2025: Revenue +20.6% to RMB 8.46B, Profit +36%—Shares Slide ~10% After Earnings

Tencent Music (TME) Q3 2025: Revenue +20.6% to RMB 8.46B, Profit +36%—Shares Slide ~10% After Earnings

Tencent Music reported Q3 revenue of RMB 8.46 billion ($1.19 billion), up 20.6% year-on-year, with net profit to equity holders rising 36% to RMB 2.15 billion. Online-music paying users reached 125.7 million, up 5.6%, while monthly active users slipped 4.3% to 551 million. Shares fell about 10% intraday after an early gain, as investors focused on declining MAUs and social-entertainment revenue.
The Honest Company (HNST) — Today’s News (Nov. 12, 2025): Shares Rebound From 52‑Week Low as Analysts Scrutinize Earnings Quality and ‘Transformation 2.0’

The Honest Company (HNST) — Today’s News (Nov. 12, 2025): Shares Rebound From 52‑Week Low as Analysts Scrutinize Earnings Quality and ‘Transformation 2.0’

The Honest Company stock rebounded Wednesday after nearing a 52-week low, trading higher intraday amid scrutiny of its cash-flow quality and new “Transformation 2.0” plan. Analysts flagged weak cash conversion, recent share dilution, and ongoing volatility driven by high short interest. The company reported Q3 revenue of about $93 million and a net profit of $1 million last week.
12 November 2025
Snowflake to Acquire Datometry: Hyper‑Q Aims to Supercharge SnowConvert AI With 4× Faster Migrations and 90% Cost Cuts — Nov 12, 2025

Snowflake to Acquire Datometry: Hyper‑Q Aims to Supercharge SnowConvert AI With 4× Faster Migrations and 90% Cost Cuts — Nov 12, 2025

Snowflake has agreed to acquire Datometry, the maker of the Hyper-Q virtualization platform, for undisclosed terms. Snowflake plans to integrate Hyper-Q into its SnowConvert AI migration suite, aiming to accelerate and lower the cost of moving data warehouses. The company claims Hyper-Q can speed Teradata migrations by up to four times and cut costs by as much as 90%.
Polestar (PSNYW) today: reverse stock split plan, wider Q3 loss, 9‑month revenue +49% — what it means for warrant holders (Nov 12, 2025)

Polestar (PSNYW) today: reverse stock split plan, wider Q3 loss, 9‑month revenue +49% — what it means for warrant holders (Nov 12, 2025)

Polestar Automotive will execute a reverse stock split after its shares stayed below Nasdaq’s $1 minimum. Q3 revenue rose 36% to $748 million, but net loss widened to $365 million on higher costs and weaker used EV values. Shares dropped up to 17% intraday after the update. The company has until April 29, 2026, to regain compliance with Nasdaq’s listing rule.
12 November 2025
GlobalFoundries (GFS) beats Q3 estimates, nudges Q4 outlook above Street; Dresden capacity expansion wins fresh approval — Nov. 12, 2025

GlobalFoundries (GFS) beats Q3 estimates, nudges Q4 outlook above Street; Dresden capacity expansion wins fresh approval — Nov. 12, 2025

GlobalFoundries reported Q3 revenue of $1.688 billion and IFRS EPS of $0.44. Wafer shipments reached 602,000. Saxony authorities approved a chemical storage expansion in Dresden linked to GF’s €1.1 billion SPRINT program. GF licensed 650V/80V GaN technology from TSMC, with Vermont production targeted for late 2026.
Baytex Energy (BTE.TO) Sells Eagle Ford Assets for US$2.305 Billion; Stock Jumps After CIRO Halt — Nov. 12, 2025

Baytex Energy (BTE.TO) Sells Eagle Ford Assets for US$2.305 Billion; Stock Jumps After CIRO Halt — Nov. 12, 2025

Baytex Energy will sell its entire U.S. Eagle Ford business for US$2.305 billion in cash to an undisclosed buyer. The company plans to repay debt and boost shareholder returns, shifting focus to Canadian oil assets. Trading in Baytex shares was briefly halted before rising on the Toronto Stock Exchange. Deal closing is expected in late 2025 or early 2026, pending approvals.
CrowdStrike (CRWD) news today — Nov 12, 2025: F5 alliance embeds Falcon in BIG‑IP, RBC lifts price target to $621, and CEO Kurtz linked to Mercedes F1 stake

CrowdStrike (CRWD) news today — Nov 12, 2025: F5 alliance embeds Falcon in BIG‑IP, RBC lifts price target to $621, and CEO Kurtz linked to Mercedes F1 stake

CrowdStrike and F5 announced integration of Falcon security into BIG-IP appliances, free for eligible customers through October 2026. RBC raised CrowdStrike’s price target to $621. Reuters reports CEO George Kurtz is in talks to buy about 5% of Mercedes F1. CRWD shares traded down 0.7% at $552.71 mid-session.
12 November 2025
Leap Therapeutics (LPTX) Rebrands as “Cypherpunk,” Buys $50M in Zcash; Ticker to Change to CYPH on Nov. 13 — Q3 Results and New $200M ATM Filed (Nov. 12, 2025)

Leap Therapeutics (LPTX) Rebrands as “Cypherpunk,” Buys $50M in Zcash; Ticker to Change to CYPH on Nov. 13 — Q3 Results and New $200M ATM Filed (Nov. 12, 2025)

Leap Therapeutics will rebrand as Cypherpunk Technologies and begin trading under the ticker CYPH on Nov. 13. The company disclosed it purchased about $50 million in Zcash for its new digital-asset treasury. Q3 net loss narrowed to $3.3 million from $18.2 million a year ago. A $200 million at-the-market equity program was filed with Cantor Fitzgerald.
Humacyte (HUMA) Q3 2025: Symvess Sales Surge; IND Filed for CABG as Dialysis Data Advance — Nov 12, 2025

Humacyte (HUMA) Q3 2025: Symvess Sales Surge; IND Filed for CABG as Dialysis Data Advance — Nov 12, 2025

Humacyte reported Q3 revenue of $753,000, with $703,000 from Symvess sales, and a net loss of $17.5 million (GAAP EPS −$0.11). The company said 25 Value Analysis Committee approvals now cover 92 U.S. hospitals, with 16 hospitals ordering Symvess. Positive two-year Phase 3 dialysis trial results were presented, and an IND was submitted for a coronary bypass graft study in 2026.
Innoviz Technologies (INVZ) Q3 2025: Revenue Soars 238% to $15.3M, Gross Margin Turns Positive, FY25 Outlook Reaffirmed

Innoviz Technologies (INVZ) Q3 2025: Revenue Soars 238% to $15.3M, Gross Margin Turns Positive, FY25 Outlook Reaffirmed

Innoviz Technologies reported Q3 revenue of $15.3 million, up 238% year over year, and posted a positive gross profit of $2.3 million. The company confirmed a production selection for Level 4 autonomous trucks with a major OEM and said LiDAR shipments rose sharply. Net loss narrowed to $15.4 million. Shares traded at $1.57, down about 2.5% intraday.
12 November 2025
BILL Holdings (BILL) Surges as Company Explores a Sale — What Investors Need to Know Today (Nov. 12, 2025)

BILL Holdings (BILL) Surges as Company Explores a Sale — What Investors Need to Know Today (Nov. 12, 2025)

BILL Holdings shares jumped 13% to $52.68 after reports said the company is exploring a possible sale with help from financial advisers. Talks are in early stages, with no guarantee of a deal. The review follows activist pressure from Starboard Value, which took an 8.5% stake and prompted board changes in October. BILL has not commented on the process.
Anthropic Pledges $50 Billion for U.S. AI Data Centers in Texas and New York, With First Sites Coming Online in 2026

Anthropic Pledges $50 Billion for U.S. AI Data Centers in Texas and New York, With First Sites Coming Online in 2026

Anthropic will invest $50 billion to build AI data centers in the U.S., with initial sites in Texas and New York developed with Fluidstack and coming online through 2026. The company expects to create about 800 permanent and 2,400 construction jobs. This marks Anthropic’s first major direct data center program after mainly using cloud partners. Anthropic also plans to access up to one million Google Cloud TPUs in parallel.
FMFC Stock Jumps on Nov. 12: Kandal M Venture (NASDAQ: FMFC) Rebounds Pre‑Market After Steep Slide—No New Filings or Fresh Company News

FMFC Stock Jumps on Nov. 12: Kandal M Venture (NASDAQ: FMFC) Rebounds Pre‑Market After Steep Slide—No New Filings or Fresh Company News

Shares of Kandal M Venture (NASDAQ: FMFC) surged as much as 70% pre-market Wednesday, then traded up 29% at $0.72 by 14:55 UTC on volume over 15.6 million shares. No new SEC filings or press releases were issued. The stock had collapsed from above $15 in October to below $1 in early November. FMFC went public in June at $4 per share.
12 November 2025
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