Today: 11 November 2025
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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.

Meta’s Q3 Showdown: Can AI Spend and Ad Growth Drive Another Rally?

Meta’s Q3 Showdown: Can AI Spend and Ad Growth Drive Another Rally?

Meta’s Q3 Preview: Riding the AI Wave Meta will release its Q3 2025 earnings Wednesday after the close. Wall Street’s consensus sees ~$49.5 billion revenue and ~$6.7 EPS businessinsider.com ig.com. That implies roughly 22% organic growth – fueled by a rebound in ad spending and AI-driven ad targeting. (By comparison, in Q2 Meta reported $47.52B revenue, +22% YoY ig.com.) Management guided Q3 revenue at $47.5–50.5B ts2.tech, so analysts’ estimates are near the top end of that range. Investors will scrutinize advertising trends in the quarter. Meta’s business is still 98% ads, and “AI-powered recommendation models drove 5% more conversions on
29 October 2025
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Fed Cuts Rates, Stocks Soar — But U.S. Mortgage Rates Refuse to Budge

Fed Cuts Rates, Stocks Soar — But U.S. Mortgage Rates Refuse to Budge

Fed’s Latest Move and Economic Context At its Oct. 28–29 meeting, the Federal Reserve cut the federal funds rate by 0.25% to a 3.75–4.00% range reuters.com, following a similar move in September. Fed officials, facing a softening job market and still-elevated inflation (~3% y/y), emphasized the need to tread carefully. Governor Christopher Waller and Boston Fed chief Susan Collins publicly backed further rate cuts, noting inflation risks have eased and unemployment is the bigger concern floridarealtors.org floridarealtors.org. In contrast, some Fed members (and JP Morgan economist Michael Feroli) want caution and will likely avoid promising future cuts reuters.com reuters.com. Powell’s
29 October 2025
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Fiserv Earnings Miss Expectations, Shares Slide – What’s Next for the Fintech Giant?

Fiserv Earnings Miss Expectations, Shares Slide – What’s Next for the Fintech Giant?

Background: Fiserv (NYSE: FI) is a Fortune 500 payments and fintech company (owner of Clover point-of-sale systems, etc.). Before today’s release, analysts expected a solid quarter – roughly 9% revenue growth and $2.65 EPS stockstory.org. Instead, Fiserv’s adjusted EPS came in at only $2.04 gurufocus.com, missing estimates by about $0.60. Notably, GAAP EPS was $1.46 (up 49% YoY) due to a large one-time item in last year’s quarter gurufocus.com – a quirk of accounting that masked underlying weakness in the core business. Key Numbers: Revenue and profit details came in below forecasts. Analysts on average had expected ~$5.36 billion in revenue
29 October 2025
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Meet Neo: The $20K Humanoid Butler Coming to Your Home (With a Big Catch!)

Meet Neo: The $20K Humanoid Butler Coming to Your Home (With a Big Catch!)

With its launch on Oct 28, Neo has become a symbol of both promise and reality in home robotics. It embodies the cutting edge of AI and mechanical engineering – and a hint of sci-fi-level convenience – but it also underscores how far we have to go. As 1X’s CEO and robotics experts alike note, Neo will improve over time through data and software updates, but for now early adopters are effectively helping to train the robot. In the words of one expert, Neo is a “bold glimpse of our robot-assisted future” – exciting, but not yet the household Rosie
29 October 2025
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Tech Titans Hit Stratospheric Highs: Apple & Microsoft Smash $4T, Nvidia Eyes $5T Amid AI Frenzy

Tech Titans Hit Stratospheric Highs: Apple & Microsoft Smash $4T, Nvidia Eyes $5T Amid AI Frenzy

Tech Stocks Rally to Record Highs U.S. equity indexes opened the week with a bang as investors piled into 2025’s biggest winners. On Oct. 27 the Nasdaq jumped 1.4% and the S&P 500 0.8%, both closing at fresh all-time highs ts2.tech. Optimism over a looming Fed rate cut and a potential U.S.–China trade deal boosted sentiment ts2.tech ts2.tech. Most critically, Big Tech led the charge: Apple, Microsoft, Alphabet, Amazon and Meta (the so-called Magnificent Seven) are reporting earnings this week, and have collectively gained roughly $6 trillion in value this year ts2.tech. Investors point to strong fundamentals — about 87%
29 October 2025
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Market Mania: AI Frenzy and China Trade Hopes Send Stocks Soaring to Record Highs

Market Mania: AI Frenzy and China Trade Hopes Send Stocks Soaring to Record Highs

U.S. Markets Rally to Record Highs Wall Street’s rally continued on Tuesday, pushing all major indexes to new records reuters.com ts2.tech. The S&P 500 closed around 6,890, above its 6,800 milestone, while the Nasdaq Composite and Dow Industrials likewise hit fresh peaks. The advance was broad-based: by late afternoon, all three indexes had chalked up their 2nd or 3rd straight record close. “Momentum and earnings are pushing the market higher,” noted Peter Cardillo of Spartan Capital – a view shared by many investors who say strong corporate profits and policy shifts are fueling the buying reuters.com ts2.tech. Much of Tuesday’s
29 October 2025
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CVS Health Stock Rockets After Blockbuster Q3 Results, Raises Profit Outlook

CVS Health Stock Rockets After Blockbuster Q3 Results, Raises Profit Outlook

In Wednesday’s earnings announcement, CVS Health (NYSE: CVS) beat expectations across the board. The pharmacy-and-insurance giant reported Q3 total sales of $102.9 billion and adjusted profit of $1.60 per share cvshealth.com gurufocus.com, handily exceeding consensus. Revenue was about $7.5 billion higher than a year ago, driven by volume gains and modest price increases. The results “exceeded Wall Street’s expectations,” according to the Associated Press timesunion.com. Management simultaneously hiked its full-year guidance: adjusted earnings are now seen at $6.55–$6.65 per share cvshealth.com timesunion.com. This marks CVS’s third profit outlook raise in 2025, reflecting confidence in its turnaround plan. Investors rewarded the news –
29 October 2025
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Tax Season Shocker: Fewer Refunds but Bigger Payouts as New Tax Changes Loom

Tax Season Shocker: Fewer Refunds but Bigger Payouts as New Tax Changes Loom

Fewer Checks, Larger Refunds Mark 2025 Tax Season Americans saw slightly fatter refunds on average this year even as the number of people getting refunds dipped. Final IRS data through October shows the average refund climbed to $3,052, about $48 more than last year’s average accountingtoday.com. That uptick may reflect higher incomes and inflation adjustments that boosted tax withholding – leading many filers to overpay a bit more and get larger refunds. In total, the IRS disbursed $311.65 billion in refunds for the 2025 season, roughly 0.6% more than the prior year el-balad.com. However, those dollars were spread across slightly
29 October 2025
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Verizon’s Q3 Surprise: Earnings Beat, Subscriber Surge & Bold 5G Moves Under New CEO

Verizon’s Q3 Surprise: Earnings Beat, Subscriber Surge & Bold 5G Moves Under New CEO

Q3 2025 Earnings – Profits Up, Sales Flat but Subscribers Impress Verizon’s third-quarter results delivered a mixed bag, topping profit expectations while coming in just shy on revenue. Adjusted earnings of $1.21 per share beat consensus by $0.02 seattlepi.com, even as revenue of $33.8 billion (about 3% year-over-year growth) was a tad below the ~$34.2 billion anticipated seattlepi.com investing.com. This marks a return to bottom-line outperformance for the telecom giant, which had missed revenue targets in several recent quarters. Cost controls and stable wireless service margins likely aided the EPS beat. Verizon also reaffirmed its full-year outlook, maintaining guidance for earnings and
29 October 2025
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Bitcoin Slides as Fed Meets – 98% of Traders Bet on Rate Cut Fueling Crypto Rally

Bitcoin Slides as Fed Meets – 98% of Traders Bet on Rate Cut Fueling Crypto Rally

Fed Meeting Looms with Near-Certain Rate Cut All signs point to the Federal Reserve lowering interest rates by 0.25% at this week’s meeting, which concludes Wednesday, Oct. 29. According to the CME FedWatch tool and other market indicators, there is roughly a 97–98% probability of a quarter-point cut ts2.tech. This would set the federal funds rate around 4.0%–4.25%, down from the current 4.25%–4.50% range, and would be the Fed’s second cut this year (after a similar cut in September) coindesk.com. Major Wall Street firms are overwhelmingly aligned with this expectation: in fact, most top brokerages predict a 25 bps cut
29 October 2025
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Boeing Scores Asia Mega-Deals Thanks to Trump – But Q3 Earnings Could Reveal a $4 Billion Shock

Boeing Scores Asia Mega-Deals Thanks to Trump – But Q3 Earnings Could Reveal a $4 Billion Shock

Trump’s Asia Tour Boosts Boeing Sales Boeing is riding a wave of major order wins from Asia as it heads into its Q3 earnings announcement. During a late-October trip through Asia, President Trump helped secure several big-ticket aircraft deals as part of new trade agreements. Malaysia, Thailand, and Vietnam committed to buying U.S.-made planes (primarily Boeing), and Cambodia agreed to partner with Boeing to develop its aviation sector flightglobal.com. According to the White House, Vietnam’s flag carrier Vietnam Airlines will purchase 50 Boeing jets (valued at about $8 billion) under a new trade framework flightglobal.com. Likewise, Thailand agreed to procure 80
29 October 2025
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Breaking: NASA’s X-59 Quiet Supersonic Jet Takes Off – Travel Times Could Halve

Breaking: NASA’s X-59 Quiet Supersonic Jet Takes Off – Travel Times Could Halve

California Celebrates a Supersonic Breakthrough Governor Newsom used the X-59 as a showcase for the state’s advanced manufacturing. In an Oct. 27 press release, he proclaimed the Lockheed-built jet the “Coolest Thing Made in California” for 2025 gov.ca.gov. He noted that this quiet supersonic aircraft “exemplifies” California’s “unmatched creativity, ingenuity and manufacturing excellence” gov.ca.gov. The state-sponsored contest (whose finalists included a Sacramento-built train and an Alameda solar vessel) was a public vote on October’s Manufacturing Month. Newsom’s announcement highlighted that the X-59 was “designed to separate shockwaves and quiet the disruptive sonic boom that has long limited supersonic travel”, saying
28 October 2025
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