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 says its data‑center business will compound at ~60% over the next 3–5 years, aiming for $100B in annual sales, >$20 EPS and a leading AI platform spanning MI450 “Helios” racks (2026) and MI500 (2027). Shares rose after the event. Reuters+2Reuters+2 What happened today (Nov. 12) Advanced Micro Devices’ Financial Analyst Day (held Nov. 11 in New York) is reverberating through markets today. AMD laid out aggressive long‑term targets—>$100 billion in annual data‑center revenue within five years, ~60% CAGR for the data‑center segment, >35% company‑wide CAGR, and non‑GAAP EPS above $20 over the next 3–5 years. In premarket trade Wednesday,
12 November 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

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 is back under the microscope over his past use of a Medicare self‑employment tax loophole commonly claimed by hedge‑fund managers and other partnership owners. Senate Democrats have alleged since January that Bessent avoided roughly $900,000 in Medicare taxes by classifying himself as a limited partner of his own fund, Key Square Group—an approach the IRS has increasingly challenged in court. During his confirmation process, Bessent said he would pay any contested Medicare tax if ultimately owed, but the matter remains unresolved publicly and pressure has intensified again today. AP News+3Roll Call+3Politico+3 What’s new today (Nov. 12)
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

What’s happening now: a 6‑week Portal Bridge “cutover” NorthJersey.com reports that the track cutover to the new Portal North Bridge will occur over roughly six weeks, during which some trains will be rerouted or canceled while crews move operations from the old swing bridge to the new structure. Specific dates and schedules have not yet been released, but agencies are signaling a significant, time‑boxed disruption to facilitate the switch. Yahoo Why this matters The current Portal Bridge—on the busy Northeast Corridor just west of Secaucus Junction—has long been a reliability risk because it must open for river traffic and sometimes
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

Published: Nov. 12, 2025 (updated intraday, UTC) Key points at a glance What’s happening today (Nov. 12, 2025) 1) Shareholders vote on employee option exchange Moderna is holding a virtual special meeting at 8:00 a.m. Eastern to seek approval for a one‑time exchange of “underwater” employee stock options (Executive Committee excluded). Per the definitive proxy, at 100% participation the plan would cancel options for ~5.65M shares and regrant options for ~2.21M, reducing option overhang by ~3.44M shares. The webcast URL and meeting logistics are outlined in the SEC filing. SEC+1 Why it matters: Lower option overhang can reduce prospective dilution
12 November 2025
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

Published: Wednesday, November 12, 2025 Summary: Advanced Micro Devices, Inc. (NASDAQ: AMD) set aggressive new long‑term targets at its New York Financial Analyst Day, including a push to $100 billion in annual data‑center chip revenue within five years, a company‑wide 35%+ revenue CAGR, and non‑GAAP EPS above $20 over the next 3–5 years. Management also outlined a multi‑year AI hardware roadmap (MI400 in 2026 and MI500 in 2027) and a rack‑scale “Helios” system to challenge Nvidia’s platform lead. AMD shares moved higher in pre‑market trading on Wednesday following the event. Reuters+2Reuters+2 What AMD announced Context: Bloomberg notes AMD expects >35%
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 & Co., Inc. (NYSE: MRK) extended this week’s rally on Wednesday as investors digested fresh late‑stage results for its investigational oral PCSK9 inhibitor and an FDA clearance that supports broader precision use of Keytruda-based therapy. Below is what changed today and how it fits into Merck’s 2025 storyline. Today’s highlights at a glance Market move: why MRK is in focus today Merck shares traded higher on Wednesday after back‑to‑back catalysts in cardiometabolic and oncology. The stock’s strength follows AHA 2025 presentations showing that enlicitide—a once‑daily oral PCSK9 inhibitor—cut LDL‑C by 55.8% at 24 weeks vs. placebo in broad hypercholesterolemia
12 November 2025
‘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)

A newly described species of native leafcutter bee sporting tiny, devil‑like facial “horns” has been unveiled by researchers in Western Australia’s Goldfields. The species, formally named Megachile (Hackeriapis) lucifer, was first collected in 2019 during a survey of pollinators around a critically endangered wildflower, Marianthus aquilonaris, and is now detailed in a peer‑reviewed paper in the Journal of Hymenoptera Research. Curtin University+1 Why scientists are buzzing about Megachile lucifer The female bees carry a conspicuous pair of forward‑curving “horns” on the clypeus (the front of the face) — a feature not seen in males. Researchers say the structures are sub‑millimetre
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

Announced around State of Play Japan, the PlayStation‑branded desktop display targets PS5 and PC with 1440p visuals, HDMI 2.1/DisplayPort 1.4, Auto HDR Tone Mapping, and a nifty fold‑down controller charger. It’s slated for a 2026 launch in the U.S. and Japan. Gadgets 360+1 The short version (5 key takeaways) What Sony announced—and why it matters Sony Interactive Entertainment has taken the wraps off a PlayStation‑branded 27‑inch gaming monitor built expressly for the growing number of players who prefer a desktop setup for PS5. The screen pairs a sharp QHD IPS panel with Auto HDR Tone Mapping that calibrates HDR automatically
12 November 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)

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

What’s happening The Sun’s recent burst of activity sent a train of CMEs toward Earth. Overnight, the storm escalated to G4 (severe) levels, which NOAA’s Space Weather Prediction Center (SWPC) confirmed at 01:20 UTC on Nov. 12 (8:20 p.m. EST, Nov. 11). Forecasters say geomagnetic storming “is anticipated to continue into the night,” keeping aurora chances elevated. NOAA Space Weather Prediction Center The severe watch was posted ahead of time due to a sequence of CMEs—including one tied to an X5.1‑class solar flare at 10:04 UTC on Nov. 11—with forecasters flagging uncertainty around the exact arrival timing but high confidence
12 November 2025
GSK (GSK) news today — Nov 11, 2025: New AN2 TB collaboration, buyback activity filed, shares test 12‑month high

GSK (GSK) news today — Nov 11, 2025: New AN2 TB collaboration, buyback activity filed, shares test 12‑month high

GSK plc (NYSE: GSK; LSE: GSK) generated several headlines today: a fresh research tie‑up in tuberculosis drug discovery, confirmation of ongoing share repurchases via a new U.K. regulatory filing, and a U.S.‑listed share price that pushed to a new 12‑month high intraday. BioSpace+2 1) New research collaboration targets TB AN2 Therapeutics announced a collaboration with GSK to advance boron‑based leucyl‑tRNA synthetase (LeuRS) inhibitors for tuberculosis. The effort is supported by a third year of Gates Foundation funding and builds on prior work between AN2 scientists and GSK’s Global Health R&D team, according to the release. Thomas Breuer, GSK’s Chief Global
11 November 2025
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

What happened today Vor Biopharma Inc. (NASDAQ: VOR) priced an underwritten public offering of 10 million common shares at $10.00 per share for $100 million in expected gross proceeds. The company granted underwriters a 30‑day option to purchase up to 1.5 million additional shares. Vor expects the transaction to close on or about Wednesday, Nov. 12, 2025, subject to customary conditions. J.P. Morgan, Jefferies, Citigroup, and TD Cowen are joint book‑running managers. The deal is being made under a shelf registration declared effective on March 31, 2025; a final prospectus supplement will be filed with the SEC. GlobeNewswire+1 How the
11 November 2025
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 L.P. (NYSE: BEP; TSX: BEP.UN) traded lower today after unveiling a fresh equity financing package tied to its push into “firm” clean power—including hydro and nuclear—and the recently completed increase in its stake in Colombia’s Isagen. Here’s what changed today, why it matters, and what’s next for investors. Key takeaways What happened today BEP units fell in morning trading after Monday’s after‑hours weakness, with market desks citing dilution from a new unit sale. Coverage noted the decline was linked to the US$650M capital raise unveiled the prior evening. MarketWatch+1 On the TSX, MarketWatch reported the Canadian line
11 November 2025
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 Group Plc (LSE: VOD; NASDAQ: VOD) set out a markedly more shareholder‑friendly playbook today, guiding to the top end of its FY26 outlook, signalling its first full‑year dividend increase since 2018 (up 2.5%), and starting a new €500 million share buyback. The stock jumped ~5% toward 94p, helping push the FTSE 100 to a fresh record intraday high. The Standard+3Reuters+3investors.vodafone.com+3 What changed today Why it happened: Germany turned, UK integration accelerated, Africa remained strong Capital returns: dividend details & buyback mechanics Market reaction Shares rose around 5% to ~94p after the release, and the FTSE 100 notched a record
11 November 2025
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, Inc. (NASDAQ: LPSN) jumped sharply on Tuesday after a bullish note from Citron Research added fuel to momentum from the company’s third‑quarter results released late Monday. As of mid‑afternoon, shares traded near $6.25 and touched an intraday high of $7.50 (roughly +43% versus Monday’s close), reflecting investor enthusiasm around an earnings beat and the company’s new Conversation Simulator AI product. Investing What’s moving the stock today (Nov. 11) Key numbers & guidance Why “raised”: In August, LivePerson’s full‑year 2025 outlook called for revenue of $230M–$240M and adjusted EBITDA of –$3M to $7M. Monday’s update increases the low end of
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 luxury resale leader topped Q3 estimates Monday and raised guidance. By Tuesday, shares hit fresh 52‑week highs as BTIG, UBS, Northland, KeyBanc and Baird updated calls. The RealReal, Inc. (NASDAQ: REAL) extended Monday evening’s earnings momentum into Tuesday’s session, touching a new 52‑week high intraday as multiple brokers boosted price targets following the company’s Q3 2025 beat and a higher full‑year outlook. GlobeNewswire Today’s (Nov. 11) headlines at a glance What The RealReal reported (Q3 2025) Top line & activity Profitability & cash AP’s earnings snapshot also flagged a $54.1M quarterly loss and $173.6M revenue, consistent with the company’s
11 November 2025
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

As of 15:42 UTC on Nov. 11, PubMatic shares last traded around $10.40, up sharply intraday following last night’s earnings and a flurry of analyst target increases. Why PUBM is moving today Key numbers & operating highlights Third quarter (ended Sept. 30, 2025): Growth drivers called out by management: Q4 2025 outlook (company guidance) PubMatic guided Q4 revenue to $73M–$77M and adjusted EBITDA to $19M–$21M (~27% margin at the midpoint). Guidance factors in FX headwinds and notes an impact from one top DSP buyer. Nasdaq What Wall Street said today Strategy check: CTV, SPO, and AI Management emphasized three pillars:
11 November 2025
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

Merger chatter intensifies—but no agreement as of today A Bloomberg report today says a group of GoTo backers—including SoftBank—is pushing to replace CEO Patrick Walujo, a shake‑up that investors view as potentially smoothing the way for renewed Grab–GoTo deal discussions. Bloomberg In a same‑day update from Dow Jones Newswires, GoTo stated that no decision or agreement has been made with Grab, addressing market speculation directly. Morningstar For context, Indonesia’s government confirmed last week that it is discussing a potential Grab–GoTo combination, underscoring the sector’s strategic importance for jobs and the economy—yet any transaction would still face regulatory review. Reuters Regulatory
11 November 2025
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

On Nov. 11, 2025, Tesla’s China sales hit a three‑year low, two vehicle‑program leaders departed, shareholders’ $1T Musk award reverberated, and fresh commentary put Optimus and FSD ambitions back in the spotlight. TSLA slips intraday. TSLA stock snapshot (intraday) As of publication, TSLA trades around $435–$443 with a modest decline on the day. What’s new today (Nov. 11, 2025) 1) China sales slump to a 3‑year low Fresh China Passenger Car Association data reported by Reuters show Tesla delivered 26,006 vehicles in China during October, a three‑year low and ‑35.8% YoY, while exports from Shanghai rose to 35,491 (a two‑year
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)

What happened today CleanSpark, Inc. (Nasdaq: CLSK) upsized and priced a private offering of $1.15 billion in 0% convertible senior notes due 2032. The terms set an initial conversion rate of 52.1832 shares per $1,000 of notes, equating to an initial conversion price of $19.16—a 27.5% premium to Monday’s close. The company may increase the offering by $150 million if initial purchasers exercise a 13‑day option. The deal is slated to close on Nov. 13, subject to customary conditions. Nasdaq CleanSpark will use about $460 million of the proceeds to repurchase common stock from certain note investors at $15.03 per
11 November 2025
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 (NASDAQ: HSAI; HKEX: 2525) delivered two headlines today: a return to profitability on record quarterly results and a fresh commercial win as the exclusive lidar supplier for Li Auto’s next‑generation assisted‑driving platform. Management also guided to double‑digit growth for Q4, underscoring momentum in both ADAS and robotics lidar shipments. Quiver Quantitative+2PR Newswire+2 Key takeaways By the numbers: Hesai’s record quarter Hesai reported RMB 795.4 million in Q3 net revenue, up 47.5% year on year, and shipped 441,398 lidar sensors, including 380,759 for ADAS and 60,639 for robotics. Gross margin came in at 42.1%, while net income reached RMB
11 November 2025
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Stock Market Today

Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

7 February 2026
The Philadelphia Semiconductor Index jumped 5.7% to 8,048.6 on Friday, with Nvidia up 7.87% and AMD rising 8.28%. The surge followed new forecasts showing global chip sales could hit $1 trillion in 2026. Amazon expects a 50% increase in capital spending this year, fueling demand for chips. The Dow Jones crossed 50,000, helped by gains in chipmakers.
Oil stocks jump on Iran risk lift for crude — what to watch before Monday

Oil stocks jump on Iran risk lift for crude — what to watch before Monday

7 February 2026
U.S. oil stocks surged Friday as crude prices rose on renewed Middle East tensions. Exxon Mobil gained 2.0%, ConocoPhillips 2.5%, and Occidental Petroleum 2.7%. Refiners rallied after a national union deal eased strike risk, though BP’s Whiting plant faces a local dispute. Brent settled at $68.05 a barrel, up 0.74%.
Silver price rebound masks fresh stress after CME lifts margins again

Silver price rebound masks fresh stress after CME lifts margins again

7 February 2026
Spot silver surged 8.6% to $77.33 an ounce Friday after dropping below $65, but still lost over 8.7% for the week. CME Group raised margin requirements for COMEX silver futures to 18% from 15%, effective after Feb. 6. China’s UBS SDIC Silver Futures Fund hit its 10% down limit for a fifth session. Traders await key U.S. jobs and inflation data next week.
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