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.

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

Nvidia led a tech rally Monday, jumping 3%–4% as the S&P 500 rose 1.2% and the Nasdaq gained 1.9%. The Senate advanced a funding bill to end the 40-day government shutdown, boosting market sentiment. Palantir surged, while health insurers slipped on tax credit uncertainty. The VIX fell from last week’s highs.
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 reported Q3 net income of $429 million on $3.33 billion in revenue, shipping a record 100 LNG cargoes, up 237% from last year. The company signed a 20-year LNG supply deal with Spain’s Naturgy and a similar agreement with a Greek joint venture. Calcasieu Pass marked its 500th cargo, and CP2 LNG secured U.S. approval for non-FTA exports. VG shares rose in pre-market trading.
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)

DeepSeek senior researcher Chen Deli warned at the World Internet Conference in Wuzhen that AI could trigger widespread job losses within five to ten years. It marked DeepSeek’s first public on-stage appearance since its rapid rise earlier this year. Chen called on tech firms to act as “guardians of humanity” as AI advances. DeepSeek’s models have positioned it as a key player in China’s AI sector.
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

Geekom, Beelink, ASUS ROG, Lenovo, HP, and Dell are named the most trusted Windows mini PC brands for 2025, with warnings against third-party sellers and suspiciously low prices. Xbox Cloud Gaming now offers sharper 1440p/60fps streams with lower latency, while NVIDIA GeForce NOW expands RTX 5080-class power. Minisforum debuts an ARM-based MS-R1 mini PC with up to 64GB RAM and GPU support.
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

Vanguard’s Total Stock Market ETF (VTI) rose about 1.1% to $333.79 by 15:24 UTC Monday, as progress on a U.S. government funding deal lifted equities. The S&P 500 edged up 0.1%, while the Nasdaq slipped 0.2%. VTI saw $433 million in net inflows over five days and remains above its 50-day EMA. VOO traded in the low $620s, with small caps also modestly higher intraday.
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

SCHD traded near $26.55 intraday on Nov. 10, up 0.79% over five days and 0.60% year-to-date, but saw about $122 million in net outflows for the week. TipRanks rates SCHD a Moderate Buy, with analysts’ price targets implying double-digit upside. The ETF charges a 0.06% expense ratio and tracks the Dow Jones U.S. Dividend 100 Index. Monthly-pay ETFs JEPI, DIV, and DIVO remain popular among income-focused investors.
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 shares rose nearly 9% to around $193.6 Friday, rebounding after last week’s post-earnings drop. Michael Burry indicated he may have exited a large bearish position after CEO Alex Karp criticized short sellers. Q3 revenue jumped 63% to $1.18 billion, led by 121% U.S. commercial growth. Wall Street remains split on valuation, with forward P/E above 240 and price targets ranging from $70 to $255.
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

XLK and VGT rebounded intraday Nov. 10 after last week’s tech slump, with XLK trading in the mid-$290s and VGT in the high-$770s. New research warns both funds remain heavily concentrated in mega-cap names like Nvidia, Apple, and Microsoft, raising drawdown risk. VGT holds about 314 stocks versus XLK’s 69, but both carry ultra-low fees below 0.1%. Analysts cite diversification and concentration risk as key concerns.
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)

Vivakor Supply & Trading completed its first liquefied petroleum gas trade, valued at about $23 million, using a $40 million credit facility secured in October. The deal follows VST’s $24 million inaugural crude oil transaction 11 days earlier. Vivakor says it typically recognizes only a small portion of contract value as revenue, around 1% for crude trades.
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

Metsera shares fell about 15% Monday after the company accepted Pfizer’s revised takeover offer, ending a bidding war with Novo Nordisk. Pfizer will pay $65.60 per share in cash plus up to $20.65 in contingent value rights. Novo withdrew its bid over the weekend. Metsera cited U.S. FTC antitrust concerns with Novo’s proposal.
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 signals conditions for a rate hike are “almost met,” with several policymakers backing a move as soon as December. Prime Minister Sanae Takaichi’s top adviser urged waiting until January, citing economic fragility. Markets are split, with about half expecting a December increase and nearly all predicting a hike by January. The BOJ next meets Dec. 18–19.
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

Instacart parent Maplebear reported Q3 revenue of $939 million, up 10% year-over-year, and GAAP net income of $144 million, up 22%. The company raised its share buyback authorization to $2.5 billion and announced a $250 million accelerated repurchase starting Nov. 11, 2025. Orders rose 14% to 83.4 million. Shares jumped about 8% in early trading.
10 November 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)

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 named Broadcom its new top semiconductor pick, replacing Nvidia, citing surging demand for custom AI chips and raising Broadcom’s price target to $480. The brokerage lifted Broadcom’s revenue estimate to $130 billion for 2027, projecting major gains from hyperscaler AI deployments. Nvidia remains rated Buy but is no longer Jefferies’ top franchise pick.
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

Centene shares fell about 7% in premarket trading after President Trump called for ACA subsidies to be sent directly to consumers instead of insurers, pressuring managed-care stocks. Centene announced Wellcare will expand Medicare Advantage and Part D plans in 205 Texas counties for 2026, and Ambetter will launch statewide 2026 Marketplace plans in South Carolina. As of 14:48 UTC, CNC traded at $33.91.
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 avoided a Nasdaq suspension at the open on Nov. 10, 2025, after failing to file its FY2024 Form 20-F on time. Shares traded heavily, suggesting the company requested a hearing, triggering an automatic 15-day stay. IMTE disclosed the delisting determination on Oct. 31 but has not confirmed the exact timing of its hearing request.
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

Movano and Corvex, Inc. agreed to merge in an all-stock deal, with Corvex holders owning about 96% of the combined company. The new entity, to be called Corvex, Inc., will focus on AI infrastructure and be based in Arlington, VA. Corvex raised $37.1 million in concurrent financing; Movano secured a $1 billion equity facility and $3 million bridge loan. MOVE shares jumped intraday after the announcement.
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

Opendoor agreed to sell 180.6 million shares at $6.56 each, funding a $1.2 billion repurchase of 2030 convertible notes. The company also declared a special dividend of tradable warrants, one of each series per 30 shares, with record date Nov. 18. JPMorgan reiterated a positive view, calling the leadership reset a “major transformation” and citing a breakeven target by end-2026. Q3 revenue reached $915 million with a wider loss.
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

Intel filed suit Oct. 31 in federal court against former engineer Jinfeng Luo, alleging he stole about 18,000 confidential files, some marked “Intel Top Secret,” before disappearing. The company seeks $250,000 in damages and an injunction. INTC shares rose 2.4% to $38.13 as of 14:12 UTC Monday, tracking gains across chip stocks after U.S. government shutdown progress.
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 named Maj. Gen. (Ret.) Yoav Har‑Even, ex-CEO of Rafael Advanced Defense Systems, to the advisory board of its defense robotics unit. The company reported record 2025 international orders for its Optimus drone and Iron Drone Raider platforms. Shares rose about 10.5% to $5.81 Monday afternoon. Ondas expects its Sentrycs acquisition to close in November 2025.
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