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.

Stocks Today (Nov. 10, 2025): Nvidia Leads Big‑Tech Rebound; Futures Rise as Senate Moves to End Record Shutdown

Stocks Today (Nov. 10, 2025): Nvidia Leads Big‑Tech Rebound; Futures Rise as Senate Moves to End Record Shutdown

Big Tech snapped back to start the week as hopes for a Washington deal brightened the outlook and volatility eased. Here’s what moved markets today—Monday, November 10, 2025. What’s driving the move 1) Washington tailwinds: Senate procedural win Markets reacted to signs of progress toward ending the 40‑day government shutdown, the longest on record, after senators advanced a House‑passed bill that would fund the government into late January. Traders welcomed the possibility that official economic data could resume, helping the Federal Reserve and investors regain a clearer read on growth and inflation. Reuters 2) AI and megacaps reassert leadership Nvidia
10 November 2025
Venture Global (VG) swings to Q3 profit on record LNG exports; unveils 20‑year Naturgy deal and trims 2025 guidance

Venture Global (VG) swings to Q3 profit on record LNG exports; unveils 20‑year Naturgy deal and trims 2025 guidance

Venture Global, Inc. (NYSE: VG) returned to profitability in the third quarter as surging liquefied natural gas (LNG) volumes and fresh long‑term sales contracts lifted results. The company posted net income of $429 million on $3.33 billion in revenue and shipped a company‑record 100 cargoes in Q3, up 237% year over year. Q4 Capital In parallel, Venture Global announced a new 20‑year LNG sales and purchase agreement (SPA) with Spain’s Naturgy for 1 million tonnes per annum (MTPA) beginning in 2030—its second long‑term contract with a Spanish buyer this year and part of a broader commercial push that also included
10 November 2025
DeepSeek Researcher Warns AI Could Erase Jobs Within a Decade in Rare Public Appearance at China’s World Internet Conference (Nov. 10, 2025)

DeepSeek Researcher Warns AI Could Erase Jobs Within a Decade in Rare Public Appearance at China’s World Internet Conference (Nov. 10, 2025)

What happened Speaking on a six-company panel at the World Internet Conference in Wuzhen, Zhejiang, DeepSeek senior researcher Chen Deli sketched a stark timeline: AI is helpful now, but within five to ten years it could be good enough to replace many human tasks, triggering a wave of job losses and social strain. He added that over the next 10–20 years, AI might take over most remaining work, creating a “massive challenge” that technology companies must help society navigate. Reuters Chen framed today as a “honeymoon phase”—a period when AI boosts productivity but still requires human oversight. As capabilities advance,
Mini PC Roundup — Nov 10, 2025: Trusted Brands to Buy, Cloud‑Gaming Upgrades (GeForce NOW & Xbox), and the Best Controllers for Every Budget

Mini PC Roundup — Nov 10, 2025: Trusted Brands to Buy, Cloud‑Gaming Upgrades (GeForce NOW & Xbox), and the Best Controllers for Every Budget

The safest mini‑PC brands to buy right now Windows Central’s latest buying guidance (Nov 5) highlights Geekom, Beelink, ASUS ROG (ROG NUC), Dell, HP, and Lenovo as “most trusted” after hands‑on testing. The advice is blunt: avoid sketchy brands and don’t buy from third‑party marketplace sellers when you can purchase directly from the manufacturer or an authorized storefront. If something feels too cheap to be real, it usually is. Windows Central Why it matters: Some off‑brand mini PCs have been caught shipping with malicious or forced software, so starting from a reputable brand saves you time, headache, and in some
10 November 2025
VTI & VOO Today (Nov. 10, 2025): Vanguard’s Broad‑Market ETFs Edge Higher on Shutdown Optimism—Latest Moves, Flows, and Why Young Investors Still Favor Them

VTI & VOO Today (Nov. 10, 2025): Vanguard’s Broad‑Market ETFs Edge Higher on Shutdown Optimism—Latest Moves, Flows, and Why Young Investors Still Favor Them

In Monday trading (Nov. 10, 2025), Vanguard’s Total Stock Market ETF (VTI) and S&P 500 ETF (VOO) ticked higher alongside equities as progress toward a U.S. government‑funding deal buoyed sentiment. As of ~15:24 UTC, VTI traded around $333.79 (≈+1.1% on the day). Markets were mixed to modestly positive, with the S&P 500 up ~0.1% and the Nasdaq down ~0.2% on the session. Nasdaq+1 What’s moving VTI and VOO today Fresh data points on VTI (Nov. 10) TipRanks’ VTI ETF Daily Report (11/10/2025) highlights that: Why it matters: The combination of continued leadership from mega‑cap tech plus steady net inflows reinforces
10 November 2025
SCHD Today (Nov. 10, 2025): Price, Yield & Flows—How Schwab’s Dividend ETF Stacks Up vs. JEPI, DIVO & DIV for Retirement Income

SCHD Today (Nov. 10, 2025): Price, Yield & Flows—How Schwab’s Dividend ETF Stacks Up vs. JEPI, DIVO & DIV for Retirement Income

Price check (SCHD) As of Nov. 10, 2025, SCHD last traded around $26.55 intraday. (Time stamp: 15:22 UTC.) What’s new today: SCHD holds steady while flows soften In today’s SCHD Daily Update (11/10/2025), TipRanks reported a small pre‑market uptick for the Schwab U.S. Dividend Equity ETF (NYSEARCA: SCHD), modest weekly and YTD gains, and a negative five‑day flow trend (≈ –$122M). TipRanks’ holdings‑weighted analyst view keeps SCHD at Moderate Buy with an average price target that implies double‑digit upside versus recent trading. TipRanks Separately, Yahoo Finance framed the current setup as potentially attractive for long‑term dividend investors considering SCHD—emphasizing its
10 November 2025
Palantir (PLTR) Jumps as Burry–Karp Spat Heats Up: Fresh Q3 Numbers, Lofty Valuation, and the Bull‑vs‑Bear Case — Nov. 10, 2025

Palantir (PLTR) Jumps as Burry–Karp Spat Heats Up: Fresh Q3 Numbers, Lofty Valuation, and the Bull‑vs‑Bear Case — Nov. 10, 2025

Palantir stock is trading higher today after a bruising post‑earnings pullback last week, even as Wall Street remains sharply divided over the AI contractor’s sky‑high valuation. What’s new today (Nov. 10) Q3 by the numbers: acceleration across the board Palantir’s Q3 revenue rose 63% year over year to $1.18B, with U.S. commercial revenue up 121% to $397M and U.S. government revenue up 52% to $486M—a mix shift the company says is being propelled by its AI Platform (AIP). Slides also highlight a Rule‑of‑40 score of 114% and U.S. commercial total contract value (TCV) of $1.3B, +342% y/y. investors.palantir.com+3Reuters+3investors.palantir.com+3 Guidance: Management
10 November 2025
VGT vs. XLK Today (Nov. 10, 2025): Tech ETF Sell‑Off, Rebound, and Whether to Cut or Double Down

VGT vs. XLK Today (Nov. 10, 2025): Tech ETF Sell‑Off, Rebound, and Whether to Cut or Double Down

Tech’s rough first week of November gave way to a rebound today. We break down what’s moving the Vanguard Information Technology ETF (VGT) and the Technology Select Sector SPDR (XLK), how they differ under the hood, and what fresh research says about concentration risk, costs, and diversification. Key takeaways Why today matters What the latest research says about VGT and XLK (Nov. 2025) Bottom line from the coverage: breadth versus precision. VGT’s bigger roster can smooth single‑name shocks, while XLK is a pure S&P 500 tech‑sector slice with laser‑focused large‑cap exposure. Under the hood: where VGT and XLK really differ
10 November 2025
Vivakor (VIVK) Executes $23M LPG Trade Under $40M Credit Facility — What It Means for Investors Today (Nov. 10, 2025)

Vivakor (VIVK) Executes $23M LPG Trade Under $40M Credit Facility — What It Means for Investors Today (Nov. 10, 2025)

What happened today (Nov. 10, 2025) Vivakor, Inc. (Nasdaq: VIVK) announced that its trading arm, Vivakor Supply & Trading, has kicked off its first LPG transaction—approximately $23 million in contract value—under the company’s $40 million intermediation credit facility. Management framed the deal as a “significant operational milestone” that expands the platform into broader petroleum commodities while relying on Vivakor’s logistics and midstream footprint for transportation, gathering and execution. GlobeNewswire Why it matters How today’s news fits the recent timeline By the numbers Market reaction & read-through Shares of VIVK are higher today on the announcement. The investment takeaway is less
10 November 2025
Metsera (MTSR) Sinks as Pfizer Seals Revised $10B Buyout; 8‑K Spells Out $65.60 Cash + Up to $20.65 CVR — Nov. 10, 2025

Metsera (MTSR) Sinks as Pfizer Seals Revised $10B Buyout; 8‑K Spells Out $65.60 Cash + Up to $20.65 CVR — Nov. 10, 2025

Shares of Metsera, Inc. (NASDAQ: MTSR) slumped on Monday after the obesity‑drug developer said it will proceed with a sweetened takeover by Pfizer that ends a high‑stakes bidding war with Novo Nordisk. Metsera accepted Pfizer’s revised offer late Friday; Novo dropped out over the weekend. In early U.S. trading today, MTSR fell ~15% as investors recalibrated expectations around the final deal structure. Key takeaways (Nov. 10) What changed today The revised terms, line by line (from today’s 8‑K) Metsera’s Form 8‑K filed this morning lays out material changes versus the September agreement: Why Novo bowed out — and the FTC’s
BOJ Signals December Rate Hike Is Near as Summary Turns Hawkish; PM Adviser Urges Delay

BOJ Signals December Rate Hike Is Near as Summary Turns Hawkish; PM Adviser Urges Delay

The Bank of Japan’s latest “Summary of Opinions,” released Monday, signals the central bank is edging toward another rate increase as soon as December, while a top economic adviser to new Prime Minister Sanae Takaichi publicly urged caution and argued for waiting until January. Bank of Japan+1 Key takeaways What the BOJ said today The Summary of Opinions from the Oct. 29–30 policy meeting (released at 8:50 a.m. JST on Nov. 10) paints a more hawkish picture than earlier in the year. Board members said the “conditions for taking a further step toward the normalization of the policy interest rate
10 November 2025
Instacart Parent Maplebear (CART) Beats Q3, Lifts Buyback to $2.5B; Orders +14% and Q4 Outlook Tops Views — Nov. 10, 2025

Instacart Parent Maplebear (CART) Beats Q3, Lifts Buyback to $2.5B; Orders +14% and Q4 Outlook Tops Views — Nov. 10, 2025

Maplebear Inc., the parent of Instacart (NASDAQ: CART), reported stronger‑than‑expected third‑quarter results today, accelerated its share repurchase program to $2.5 billion, and issued an upbeat Q4 guide as demand for online grocery and retail media remained resilient. Shares jumped in early trading after the release. SEC+2 Key takeaways What happened Instacart’s momentum held up through the September quarter as consumers kept leaning on fast delivery and retailers leaned into retail media. Management highlighted double‑digit order growth and steady progress on affordability initiatives—such as lower basket minimums—which did trim average order value by 4% YoY but helped lift engagement. SEC On
10 November 2025
Cogent Biosciences (COGT) soars ~115% after PEAK Phase 3 shows 16.5‑month PFS in GIST; NDA targeted for 1H 2026 (Nov. 10, 2025)

Cogent Biosciences (COGT) soars ~115% after PEAK Phase 3 shows 16.5‑month PFS in GIST; NDA targeted for 1H 2026 (Nov. 10, 2025)

Cogent Biosciences (NASDAQ: COGT) announced positive top‑line results from its Phase 3 PEAK trial testing bezuclastinib plus sunitinib in second‑line gastrointestinal stromal tumor (GIST), sending the stock sharply higher in Monday trading. The combination delivered a median progression‑free survival (mPFS) of 16.5 months vs. 9.2 months for sunitinib alone (HR=0.50; 95% CI 0.39–0.65; p<0.0001) and a 46% objective response rate vs. 26% on sunitinib monotherapy (p<0.0001). GlobeNewswire “It is a historic day for Cogent Biosciences and the GIST patient community,” CEO Andrew Robbins said, adding that the bezuclastinib combination “is poised to become the new standard of care” in second‑line
Jefferies Swaps Nvidia for Broadcom as Top AI Pick: $480 Target, Big Custom‑Chip Bets, and a 5‑Year AVGO Outlook (Nov. 10, 2025)

Jefferies Swaps Nvidia for Broadcom as Top AI Pick: $480 Target, Big Custom‑Chip Bets, and a 5‑Year AVGO Outlook (Nov. 10, 2025)

On Monday, Nov. 10, 2025, Wall Street chatter is still centered on Jefferies’ high‑profile call: Broadcom (NASDAQ: AVGO) replaces Nvidia (NASDAQ: NVDA) as the brokerage’s top pick in semiconductors, underpinned by a surge in demand for custom AI chips. The move, first detailed last week, comes alongside a fresh five‑year scenario analysis for Broadcom making the rounds in investor media—and a separate downgrade of Pinterest in the same analyst roundup. MarketWatch+2StreetInsider.com+2 Key takeaways Why Jefferies flipped its top pick from Nvidia to Broadcom Jefferies’ semiconductor team, led by Blayne Curtis, argues that custom AI chips are moving into a “step‑function”
10 November 2025
Centene (CNC) Slides on ACA-Subsidy Uncertainty as Wellcare Expands in Texas and Ambetter Adds South Carolina Plans — Nov. 10, 2025

Centene (CNC) Slides on ACA-Subsidy Uncertainty as Wellcare Expands in Texas and Ambetter Adds South Carolina Plans — Nov. 10, 2025

Market snapshot As of 14:48 UTC on Nov. 10, CNC traded at $33.91 (intraday range $33.64–$36.09). Why CNC is under pressure today In posts over the weekend, President Donald Trump called for redirecting “hundreds of billions” in ACA subsidy funds directly to consumers, rather than to insurers. By early Monday, managed-care stocks with ACA exposure, including Centene, were lower in premarket trading. Reuters notes the comments land amid a 40‑day federal government shutdown and renewed debate over enhanced ACA subsidies set to expire Dec. 31, a program that has helped double ACA enrollment to ~24 million since 2021. Reuters Company
10 November 2025
IMTE Stock Today: Nasdaq Delisting Clock Hits Nov. 10—Shares Trade as Hearing Stay Appears in Effect

IMTE Stock Today: Nasdaq Delisting Clock Hits Nov. 10—Shares Trade as Hearing Stay Appears in Effect

Integrated Media Technology Limited (NASDAQ: IMTE) faced a scheduled Nasdaq suspension and delisting on Nov. 10, 2025, over a late 20‑F. Shares were trading at the open, suggesting a short automatic stay tied to a Nasdaq hearing request. Here’s the status, timeline, and what investors should watch next. Key takeaways Stock snapshot (intraday) As of ~14:34 UTC (9:34 a.m. ET), IMTE was actively trading with heavy volume. At a glance: Price ~$1.06; day’s range ~$0.88–$2.32; intraday volume ~51.8M. (Live exchange data via widget above.) What happened and when (the timeline) Editor’s context: Several outlets and market pages recapped the Oct.
10 November 2025
Movano (NASDAQ: MOVE) Soars on All‑Stock Merger With Corvex to Create Secure AI‑Infrastructure Pure Play — Nov. 10, 2025

Movano (NASDAQ: MOVE) Soars on All‑Stock Merger With Corvex to Create Secure AI‑Infrastructure Pure Play — Nov. 10, 2025

What Happened Movano Inc. (NASDAQ: MOVE) and Corvex, Inc., a GPU‑accelerated AI cloud company, signed a definitive all‑stock merger agreement. The combined business will focus squarely on secure, high‑performance AI infrastructure—including GPU clusters for training/inference, confidential computing, and inference‑as‑a‑service—repositioning Movano away from consumer health wearables. Upon closing, “Movano Inc.” will be renamed “Corvex, Inc.” and move its headquarters to Arlington, Virginia. PR Newswire The boards of both companies have unanimously approved the transaction, which is targeted to close in Q1 2026, subject to customary approvals, Nasdaq listing conditions for the new shares, and the effectiveness of an S‑4 registration statement.
Opendoor (OPEN) today — Nov. 10, 2025: JPMorgan calls a ‘major transformation,’ while investors weigh a $1.2B note repurchase, 180.6M‑share sale, and a new tradable‑warrants dividend

Opendoor (OPEN) today — Nov. 10, 2025: JPMorgan calls a ‘major transformation,’ while investors weigh a $1.2B note repurchase, 180.6M‑share sale, and a new tradable‑warrants dividend

What changed today (Nov. 10) JPMorgan’s take: In a note highlighted this morning, JPMorgan described Opendoor’s strategy reset as a “major transformation,” maintaining a positive stance and pointing to a volume‑driven plan (clear legacy inventory, accelerate acquisitions) aimed at hitting breakeven by end‑2026. That framing helps explain why some investors are looking past near‑term red ink toward execution milestones in 2026–2027. Benzinga Post‑earnings sentiment check: Separate coverage today noted that analyst targets have been adjusted following last week’s report, with attention on how quickly the company can translate higher acquisitions into improved unit economics. Simply Wall St The week’s big
10 November 2025
Intel (INTC) News Today — Nov. 10, 2025: Ex‑Engineer “Top Secret” Data Lawsuit; INTC Rises as Shutdown Deal Lifts Tech

Intel (INTC) News Today — Nov. 10, 2025: Ex‑Engineer “Top Secret” Data Lawsuit; INTC Rises as Shutdown Deal Lifts Tech

INTC today: price snapshot As of 14:12 UTC on Monday, Intel (NASDAQ: INTC) traded around $38.13, up ~2.4% on the session as risk appetite improved with Washington progress on a funding deal. 1) Intel files suit over alleged theft of “Top Secret” data Intel has sued former software engineer Jinfeng Luo, alleging he downloaded roughly 18,000 internal files—some labeled “Intel Top Secret”—to a network‑attached storage device days before his termination, then went off the grid. The U.S. District Court (W.D. Washington) docket shows Intel filed the complaint Oct. 31, 2025. Press coverage of the case intensified yesterday and today, with
10 November 2025
Ondas Holdings (ONDS) names ex‑Rafael chief Yoav Har‑Even to OAS advisory board as Sentrycs acquisition advances — Nov. 10, 2025

Ondas Holdings (ONDS) names ex‑Rafael chief Yoav Har‑Even to OAS advisory board as Sentrycs acquisition advances — Nov. 10, 2025

Ondas Holdings Inc. (NASDAQ: ONDS) announced that Maj. Gen. (Ret.) Yoav Har‑Even, former President & CEO of Rafael Advanced Defense Systems, has joined the advisory board of Ondas Autonomous Systems (OAS), the company’s defense and security robotics unit. The move adds a veteran of multi‑domain operations and large defense programs to OAS at a time when Ondas is expanding its counter‑UAS and autonomous platforms portfolio. Ondas Holdings Inc. What happened today Stock snapshot As of early afternoon (14:11 UTC) on Monday, ONDS traded around $5.81, up ~10.5% on the day. Why this matters The Har‑Even appointment signals Ondas’ intent to
10 November 2025
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Stock Market Today

Rolls-Royce share price ends week higher on buyback update as RR.L eyes turn to results

Rolls-Royce share price ends week higher on buyback update as RR.L eyes turn to results

8 February 2026
Rolls-Royce Holdings shares closed at 1,229p on Friday, up 1.78%, as the FTSE 100 gained 0.59%. The company reported buying 742,570 shares on Feb. 5 as part of its £200 million buyback, bringing total repurchases to 12.66 million shares. Rolls-Royce will attend the World Defense Show in Riyadh, noting over 80% of its Saudi workforce are nationals.
Vodafone share price: Buyback kicks off, but Germany recovery is the next test for VOD.L

Vodafone share price: Buyback kicks off, but Germany recovery is the next test for VOD.L

8 February 2026
Vodafone (VOD.L) bought 27.1 million shares this week as its new buyback began, with the stock closing Friday up 1.47% at 110.6p after a sharp drop the day before. Investors remain focused on Germany’s service-revenue growth and the pace of buybacks ahead of Monday’s open. The company maintained full-year guidance after reporting 5.4% group service revenue growth in Q3, with Germany up 0.7%.
Experian stock price: Why EXPN slid on Friday and what investors watch next week

Experian stock price: Why EXPN slid on Friday and what investors watch next week

8 February 2026
Experian shares fell 4.65% to 2,499 pence at Friday’s close, near a 52-week low, after the company disclosed further purchases under its new $1 billion buyback. About 5.8 million shares traded. The drop followed a volatile week for European data firms amid AI disruption concerns. Investors await U.S. inflation data and peer results ahead of Monday’s open.
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