Today: 2 March 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.

AMD Targets $100B in Data‑Center Revenue Within Five Years as Analyst Day Sets 60% CAGR Ambition (Nov. 12, 2025)

AMD Targets $100B in Data‑Center Revenue Within Five Years as Analyst Day Sets 60% CAGR Ambition (Nov. 12, 2025)

AMD projected its data-center business will grow about 60% annually over the next 3–5 years, targeting $100 billion in annual sales and over $20 in EPS. The company unveiled new AI hardware plans for 2026 and 2027 and announced a major supply deal with OpenAI. AMD shares rose nearly 5% in premarket trading following the outlook.
12 November 2025
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Scott Bessent Faces Fresh Scrutiny Over Medicare‑Tax ‘Limited Partner’ Loophole and an Unkept Back‑Taxes Pledge — What’s New on Nov. 12, 2025

Scott Bessent Faces Fresh Scrutiny Over Medicare‑Tax ‘Limited Partner’ Loophole and an Unkept Back‑Taxes Pledge — What’s New on Nov. 12, 2025

Treasury Secretary Scott Bessent faces renewed scrutiny over allegations he avoided $900,000 in Medicare taxes by classifying himself as a limited partner at Key Square Group. Senate Democrats pressed him again this week as he addressed unrelated economic proposals, including a possible $2,000 “tariff dividend.” Bessent has pledged to pay any tax found due but the issue remains unresolved. He also currently serves as acting IRS commissioner.
12 November 2025
NJ Transit Commuter Alert for Nov. 12, 2025: Portal Bridge Cutover to Trigger 6 Weeks of Service Changes; Weather Delays Earlier This Week; River Line Takeover Update

NJ Transit Commuter Alert for Nov. 12, 2025: Portal Bridge Cutover to Trigger 6 Weeks of Service Changes; Weather Delays Earlier This Week; River Line Takeover Update

A six-week track cutover to the new Portal North Bridge will reroute or cancel some NJ Transit and Amtrak trains, with exact schedules still pending. The new fixed-span bridge replaces the 1910 swing bridge on the Northeast Corridor, used by over 450 daily trains. NJ Transit also warned riders of up to 20-minute delays Monday due to slippery rail conditions. The agency is set to take over River Line operations from Alstom by year’s end.
12 November 2025
Moderna (MRNA) today — Nov. 12, 2025: Special shareholder vote on option exchange, fresh institutional filings, and live stock action

Moderna (MRNA) today — Nov. 12, 2025: Special shareholder vote on option exchange, fresh institutional filings, and live stock action

Moderna shareholders are voting today on a one-time stock option exchange for non-executive employees, which could cut outstanding options by about 3.44 million shares. BNY Mellon reduced its MRNA stake by 16% last quarter, while Campbell & CO opened a new position. MRNA shares are trading higher intraday as investors await the vote and assess recent earnings.
12 November 2025
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AMD Targets $100B Data‑Center Revenue and 35%+ Growth: Stock Lifts After Analyst Day — Nov. 12, 2025

AMD Targets $100B Data‑Center Revenue and 35%+ Growth: Stock Lifts After Analyst Day — Nov. 12, 2025

AMD set a target of $100 billion in annual data-center chip revenue within five years and projected non-GAAP EPS above $20 over the next 3–5 years at its Financial Analyst Day in New York. The company unveiled an AI hardware roadmap, including MI400 GPUs in 2026 and a “Helios” rack-scale system. Shares rose nearly 5% in pre-market trading Wednesday following the announcements.
12 November 2025
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Merck (MRK) Jumps as Oral PCSK9 Data Power Momentum; New Keytruda Diagnostic Cleared — What’s Moving the Stock Today (Nov. 12, 2025)

Merck (MRK) Jumps as Oral PCSK9 Data Power Momentum; New Keytruda Diagnostic Cleared — What’s Moving the Stock Today (Nov. 12, 2025)

Merck shares rose Wednesday after Phase 3 data showed its oral PCSK9 inhibitor enlicitide cut LDL-C by up to 59.7% and matched placebo for safety. The FDA also cleared Promega’s OncoMate MSI Dx as a companion diagnostic for Keytruda plus Lenvima in advanced endometrial carcinoma. JAMA published peer-reviewed results for enlicitide in HeFH.
12 November 2025
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‘Lucifer’ Bee with Devil‑Like Horns Discovered in Western Australia — What We Know Today (Nov. 12, 2025)

‘Lucifer’ Bee with Devil‑Like Horns Discovered in Western Australia — What We Know Today (Nov. 12, 2025)

Researchers have described a new native leafcutter bee, Megachile lucifer, from Western Australia’s Bremer Range, notable for females’ tiny, horn-like facial projections. The species, first collected in 2019 near the endangered Marianthus aquilonaris shrub, is detailed in the Journal of Hymenoptera Research. Scientists warn the bee’s habitat faces threats from mining and climate change. Follow-up surveys in 2022 and 2024 failed to find the species again.
12 November 2025
Sony unveils 27‑inch PlayStation monitor with QHD 240Hz, VRR and a built‑in DualSense charging hook

Sony unveils 27‑inch PlayStation monitor with QHD 240Hz, VRR and a built‑in DualSense charging hook

Sony unveiled a PlayStation-branded 27-inch QHD monitor with up to 120Hz refresh on PS5 and 240Hz on PC, plus Auto HDR Tone Mapping and a fold-down DualSense charger. The display includes HDMI 2.1, DisplayPort 1.4, USB-A/C, stereo speakers, and 3.5mm audio out. Launch is planned for 2026 in the U.S. and Japan. Pricing has not been announced.
12 November 2025
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Severe G4 Solar Storm Lights Up Skies: Northern Lights Visible Across U.S., Southern Lights in Australia — Where to Watch Tonight (Nov. 12, 2025)

Severe G4 Solar Storm Lights Up Skies: Northern Lights Visible Across U.S., Southern Lights in Australia — Where to Watch Tonight (Nov. 12, 2025)

A G4 “severe” geomagnetic storm hit Earth at 01:20 UTC on Nov. 12, NOAA confirmed, triggering widespread auroras across the U.S. and Australia. The storm, linked to an X5.1 solar flare and multiple CMEs, is expected to persist into tonight. Possible impacts include degraded GPS, radio disruptions, and power grid issues. Aurora sightings stretched from the Mid-Atlantic to the Upper Midwest and as far north as Sydney.
12 November 2025
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Vor Biopharma (VOR) Prices $100M Stock Offering at $10; Shares Slide as Investors Weigh Dilution — Nov. 11, 2025

Vor Biopharma (VOR) Prices $100M Stock Offering at $10; Shares Slide as Investors Weigh Dilution — Nov. 11, 2025

Vor Biopharma priced 10 million new shares at $10 each for $100 million in expected gross proceeds, with underwriters able to buy up to 1.5 million more. Shares fell from $13.03 pre-market to near $10 by mid-morning Tuesday. The offering follows positive Phase 3 IgA nephropathy data from partner RemeGen. The deal is set to close around Nov. 12, 2025, with J.P. Morgan, Jefferies, Citigroup, and TD Cowen as joint bookrunners.
11 November 2025
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Brookfield Renewable (BEP) Slides After $650M Equity Raise: Proceeds Target Isagen Stake & Baseload Growth (11/11/2025)

Brookfield Renewable (BEP) Slides After $650M Equity Raise: Proceeds Target Isagen Stake & Baseload Growth (11/11/2025)

Brookfield Renewable Partners units fell about 5–6% in New York after announcing a US$650 million equity financing, including a US$450 million bought deal and US$200 million private placement. The company said proceeds will fund its increased stake in Colombia’s Isagen and future investments. Shares also dropped on the Toronto exchange. The offering is expected to close around Nov. 14, 2025.
11 November 2025
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Vodafone (VOD) lifts dividend for first time in 8 years, launches €500m buyback and targets top‑end FY26 guidance

Vodafone (VOD) lifts dividend for first time in 8 years, launches €500m buyback and targets top‑end FY26 guidance

Vodafone shares rose about 5% to 94p after the company announced its first full-year dividend increase since 2018, up 2.5%, and a new €500 million share buyback. Vodafone raised FY26 guidance to the top end, citing stronger operating momentum. Group revenue for H1 FY26 climbed 7.3% to €19.6 billion. The FTSE 100 hit a record intraday high following the news.
11 November 2025
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LivePerson (LPSN) Soars After Citron Shout‑Out: Q3 Beat, Guidance Lift, and AI ‘Conversation Simulator’ Fuel Rally — 11/11/2025

LivePerson (LPSN) Soars After Citron Shout‑Out: Q3 Beat, Guidance Lift, and AI ‘Conversation Simulator’ Fuel Rally — 11/11/2025

LivePerson shares surged as much as 43% Tuesday after Citron Research highlighted strong Q3 results and the new Conversation Simulator AI product. The company reported Q3 revenue of $60.2 million (down 19% y/y) and adjusted EBITDA of $4.8 million, both above guidance. Management raised its 2025 outlook for adjusted EBITDA to $7.5–$12.5 million.
11 November 2025
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The RealReal (REAL) spikes to new highs after Q3 beat; Wall Street lifts targets to $15–$16 — all the news investors need today (Nov. 11, 2025)

The RealReal (REAL) spikes to new highs after Q3 beat; Wall Street lifts targets to $15–$16 — all the news investors need today (Nov. 11, 2025)

The RealReal shares surged to a 52-week high Tuesday after topping Q3 estimates and raising full-year guidance. Revenue rose 17% to $174 million, with gross merchandise value up 20% to $520 million. Multiple brokers lifted price targets, including BTIG to $15 and Northland to $16. The company now expects 2025 revenue of $687–$690 million.
11 November 2025
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PubMatic (PUBM) Soars on Q3 Beat as Analysts Hike Targets to $20; AI & CTV Momentum in Focus — Nov. 11, 2025

PubMatic (PUBM) Soars on Q3 Beat as Analysts Hike Targets to $20; AI & CTV Momentum in Focus — Nov. 11, 2025

PubMatic shares jumped to $10.40 intraday after Q3 revenue of $67.96 million and non-GAAP EPS of $0.03 beat estimates. Rosenblatt, Evercore ISI, and Wolfe Research raised price targets, citing stronger CTV and AI performance. Management guided Q4 revenue to $73–$77 million and adjusted EBITDA to $19–$21 million. Cash stood at $136.5 million with no debt.
11 November 2025
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Grab (GRAB) News Today — Nov 11, 2025: SoftBank fuels GoTo shake‑up, Grab launches lane‑level GPS pilot, AGM date set; GoTo says no deal yet

Grab (GRAB) News Today — Nov 11, 2025: SoftBank fuels GoTo shake‑up, Grab launches lane‑level GPS pilot, AGM date set; GoTo says no deal yet

Bloomberg reports SoftBank is backing a push to replace GoTo’s CEO, potentially paving the way for Grab–GoTo merger talks; GoTo says no agreement has been reached. Grab launched a lane-level GPS pilot in Singapore with OPPO, Qualcomm, and Swift Navigation. Grab’s 2025 AGM is set for Dec 5 in Singapore, with no proposals up for vote. Grab agreed this week to invest $60 million in remote-driving firm Vay.
11 November 2025
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Tesla (TSLA) Today — Nov. 11, 2025: China Sales Sink to 3‑Year Low, Model Y & Cybertruck Chiefs Exit, as Musk’s AI Pivot Takes Center Stage

Tesla (TSLA) Today — Nov. 11, 2025: China Sales Sink to 3‑Year Low, Model Y & Cybertruck Chiefs Exit, as Musk’s AI Pivot Takes Center Stage

Tesla’s China retail deliveries fell 35.8% year-over-year in October to 26,006, the lowest in three years, as market share dropped to 3.2%. Model Y chief Emmanuel Lamacchia and Cybertruck lead Siddhant Awasthi both announced departures. Shareholders approved Elon Musk’s performance award, valued near $1 trillion. TSLA traded lower intraday, around $435–$443.
11 November 2025
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CleanSpark (CLSK) Upsizes $1.15B Zero‑Coupon Convertible; Shares Dip as Funds Target Power, AI Data Centers & $460M Buyback (Nov. 11, 2025)

CleanSpark (CLSK) Upsizes $1.15B Zero‑Coupon Convertible; Shares Dip as Funds Target Power, AI Data Centers & $460M Buyback (Nov. 11, 2025)

CleanSpark priced a $1.15 billion 0% convertible senior notes offering due 2032, upsizing after strong demand and setting a $19.16 conversion price, a 27.5% premium to Monday’s close. About $460 million will fund a stock buyback at $15.03 per share; the rest will go to power, land, and data center expansion. CLSK shares fell about 5% pre-market to $14. The deal may increase by $150 million if options are exercised.
11 November 2025
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Hesai Group (HSAI) Turns Profitable in Q3, Wins Exclusive Li Auto Lidar Deal, and Guides Stronger Q4 — Nov. 11, 2025

Hesai Group (HSAI) Turns Profitable in Q3, Wins Exclusive Li Auto Lidar Deal, and Guides Stronger Q4 — Nov. 11, 2025

Hesai Group posted Q3 net revenue of RMB 795.4 million, up 47.5% year over year, and returned to profitability with RMB 256.2 million in net income. The company shipped 441,398 lidar units and was named exclusive lidar supplier for Li Auto’s next-generation platform. Q4 revenue is forecast at RMB 1.0–1.2 billion. Hesai raised full-year net income guidance to RMB 350–450 million.
11 November 2025
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