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.

Pfizer Stock Soars: Trump’s Drug-Price Deal and $7B Weight-Loss Bet Spark Rally

Pfizer Stock Soars: Trump’s Drug-Price Deal and $7B Weight-Loss Bet Spark Rally

Stock Price & Recent Performance Pfizer’s stock has been rangebound in the low-to-mid $20s for much of 2025. By late September, PFE traded around $23.60 – about 9% below its price a year earlier ts2.tech – as investors grappled with the end of Covid vaccine and treatment revenues. That all changed in early October. In the final trading week of September, Pfizer shares jumped ~15%, rallying from roughly $23.6 (Sept. 25) to about $27.2 by Oct. 1 ts2.tech. This dramatic move was largely driven by two key announcements (see below) and marked one of PFE’s strongest weekly gains in years.
SoFi Stock Rockets 230% in 2025 on Record Q3 and Fintech Boom

SoFi Stock Rockets 230% in 2025 on Record Q3 and Fintech Boom

Record Quarter and Outlook. SoFi’s Q3 results underscore its multi-pronged growth. The company added ~905,000 new members, bringing total membership to ~12.6 million mlq.ai, and 1.4 million new products (deposits, loans, investment accounts) cross-sold in the quarter mlq.ai. Adjusted EBITDA reached $277M (29% margin) mlq.ai. Management noted broad-based strength, with financial-services revenue up 76% YoY reuters.com and fee revenue up 50% reuters.com. Guidance was lifted: the firm now expects full-year revenue around $3.54B and at least +3.5M new members in 2025 mlq.ai, and 2025 EPS ~$0.37 (well above earlier $0.31 guidance) reuters.com. Analyst Forecasts and Opinions. Street estimates remain lofty.
30 October 2025
Lyzr Raises $8M and Lands Accenture’s AI Backing – Is “Agentic AI” About to Explode?

Lyzr Raises $8M and Lands Accenture’s AI Backing – Is “Agentic AI” About to Explode?

Lyzr’s Innovative AI Platform and Funding Lyzr is a New Jersey–headquartered startup (with its tech team largely in Bengaluru) building infrastructure for “agentic AI” – autonomous AI agents that can execute business tasks with little human oversight. In practice, Lyzr’s low-code Agent Studio lets companies design, deploy and manage AI agents that handle specific workflows. For example, a bank could spin up an AI agent to auto-approve routine loans, and an insurer could automate claims triage. Importantly, Lyzr embeds compliance and security “guardrails” into these agents. As Accenture’s Kenneth Saldanha explains, Lyzr’s tools “lets companies create secure, explainable and compliant
Nokia (NOK) Stock Soars on $1B Nvidia Deal & Massive 5G Contract Wins

Nokia (NOK) Stock Soars on $1B Nvidia Deal & Massive 5G Contract Wins

Earnings Beat Fuels the Rally Nokia’s October 23 earnings release was the initial catalyst. The Finnish equipment maker reported Q3 revenue of €4.83 billion, +12% year-on-year, well ahead of the ~€4.6B Street estimate reuters.com. Network Infrastructure and Cloud & Network Services both grew solidly, as hyperscaler/cloud customers accounted for ~6% of sales reuters.com. Comparable operating profit of €435 million far exceeded analysts’ ~€342 M estimate reuters.com. Management noted that cloud and AI data-center demand helped optical sales jump 19% in constant currency. Nokia raised its full-year operating-profit outlook to €1.7–2.2 billion (from up to €2.1B) reuters.com. CEO Justin Hotard highlighted the momentum, telling reporters
Ford (F) Stock Surges on Earnings – Rally Faces EV & Recall Challenges

Ford (F) Stock Surges on Earnings – Rally Faces EV & Recall Challenges

Earnings and Stock Reaction Ford’s shares spiked after the Oct. 23 earnings release. Trading jumped about 10% on Oct. 24, hitting $13.84 (a ~52-week high) ts2.tech ts2.tech. By Oct. 27 the stock had cooled slightly to the low-$13s ts2.tech, but it remains near its high point. An Investopedia report noted Ford was the best-performing S&P 500 stock on that Friday morning, after investors “overlooked” the guidance cut to focus on the strong results investopedia.com investopedia.com. Ford’s beat was driven by booming truck and commercial vehicle sales. The company reported record Q3 revenue of $50.5B and a GAAP EPS of $0.60 (adjusted
Explosive Rally and Volatility: Bitcoin’s Surge Propels Bitfarms Stock

Explosive Rally and Volatility: Bitcoin’s Surge Propels Bitfarms Stock

Bitfarms’ meteoric rise has been fueled by these crypto-market tailwinds and its strategic refocus, but it has also underscored risk. As crypto analyst Marcin Frąckiewicz of TS2.tech notes, investors have “been reminded that outsized gains come hand-in-hand with extreme volatility” ts2.tech. Indeed, Bitcoin itself has retraced into the ~$110K–$115K range after the Oct. peak, and famed investor Robert Kiyosaki warns a “50% crypto crash” could precede the next rally ts2.tech. Bitfarms’ future will hinge on both external and internal factors – the crypto cycle and the company’s ability to execute on its AI/HPC expansion. If Bitcoin continues climbing (some forecasts
30 October 2025
TeraWulf (WULF) Stock Skyrockets 100% on Google-Backed AI Bet – Clean-Energy Bitcoin Miner Takes Off

TeraWulf (WULF) Stock Skyrockets 100% on Google-Backed AI Bet – Clean-Energy Bitcoin Miner Takes Off

WULF Stock Price and Recent Trends After hitting ~$17 in late October (pre-close 52-week peak) stocklight.com, WULF stock has seen volatile swings. It leapt ~17% on Oct. 28 (closing $15.94) after the Fluidstack JV news sharewise.com stockinvest.us, breaking above technical resistance. The next day it receded to ~$14.50 stockinvest.us as the market digested the deal. Over the past month WULF gained ~26%, and ~83% in August alone stocklight.com. Trading volume has been heavy: ~114M shares traded on Oct. 28 vs a 30-day average of a few million stockinvest.us. Year-to-date the stock has doubled (+117%) ts2.tech, far outpacing indices. Online investor
Baxter Stock Plummets 15% After Mixed Q3 Earnings – What Investors Should Know

Baxter Stock Plummets 15% After Mixed Q3 Earnings – What Investors Should Know

Mixed Third-Quarter Financial Results Baxter’s Q3 showed a mixed picture. Revenue from continuing operations rose about 5% year-over-year to $2.84 billion, helped by strong performance in its Pharmaceuticals and Healthcare Systems units baxter.com baxter.com. However, sales fell short of the street’s ~$2.88 billion estimate reuters.com. On profit, Baxter earned an adjusted $0.69 per share, well above the ~$0.60 expected reuters.com chartmill.com. (GAAP results showed a small net loss as some one-time costs were excluded from the adjusted figure baxter.com.) Despite the earnings beat, investors focused on the revenue miss. The stock tumbled ~15% in early trading on Oct. 30, 2025 reuters.com chartmill.com.
30 October 2025
Guardant Health (GH) Stock Rockets on Earnings Beat and New Cancer-Screening Wins

Guardant Health (GH) Stock Rockets on Earnings Beat and New Cancer-Screening Wins

Strong Q3 Earnings Propel Stock Higher Guardant’s latest quarterly report blew past Wall Street’s expectations, sparking a sharp rally in its shares. For Q3 2025, revenue was $265.2 million, a 39% jump from a year ago and well above the ~$235 million analysts had forecast investing.com. On an adjusted basis, Guardant lost $0.39 per share, much better than the roughly $0.79 loss expected. Management immediately lifted the full-year sales outlook to $965–970 million (about 31% growth) investors.guardanthealth.com, up from $915–925M previously. As a result, GH stock jumped nearly 30% in morning trading on Oct. 30 (to about $94, from ~$72
30 October 2025
Estée Lauder Stock Soars on Surprise Earnings Beat as Beauty Rebounds – What’s Next?

Estée Lauder Stock Soars on Surprise Earnings Beat as Beauty Rebounds – What’s Next?

Stock Performance and Reaction Estée Lauder’s stock seesawed on its earnings news. Shares initially surged in pre-market trading on Oct. 30 after the company’s strong quarterly report, jumping about 5% to roughly $102.26 ts2.tech. This early spike reflected investor surprise at the better-than-expected results. However, as the trading day wore on, some of those gains evaporated – by midday, EL stock hovered around $97.36, down ~1.4% from the prior close ts2.tech. (For context, Estée Lauder’s stock had already climbed sharply in recent months in anticipation of a recovery. It rallied about 60% over the past six months amid optimism about
CVU Stock Skyrockets 70% on Missile Contract Win – CPI Aerostructures Surges as Analysts Weigh In

CVU Stock Skyrockets 70% on Missile Contract Win – CPI Aerostructures Surges as Analysts Weigh In

Raytheon Contract Sparks Huge Rally CPI Aerostructures’ stock took off explosively on news of a lucrative missile contract with Raytheon Missiles & Defense. The company announced on October 30 that Raytheon (now part of RTX) has tapped CPI Aero to manufacture structural missile wing assemblies for an undisclosed missile platform globenewswire.com. The order is single-source and fixed-price – indicating CPI will be the sole supplier of these components – with production slated to begin in 2026 globenewswire.com. Investor reaction was immediate and euphoric. CVU shares, which closed at $2.36 the previous day, gapped up sharply at the open and at
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