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.

IREN Limited (NASDAQ: IREN) Posts Record Q1, Lands $9.7B Microsoft AI Cloud Deal — Stock Swings as Compass Point Doubles Target to $105 (Nov. 7, 2025)

IREN Limited (NASDAQ: IREN) Posts Record Q1, Lands $9.7B Microsoft AI Cloud Deal — Stock Swings as Compass Point Doubles Target to $105 (Nov. 7, 2025)

IREN Limited reported record Q1 FY26 revenue of $240.3 million and net income of $384.6 million, driven by unrealized gains and a surge in Bitcoin mining. Shares swung sharply Friday after a $9.7 billion, five-year AI cloud contract with Microsoft was announced. Compass Point doubled its price target to $105. IREN’s AI cloud revenue remains small but management targets $3.4 billion ARR by end-2026.
Strategy (MSTR) prices €620M euro preferred to buy more Bitcoin as stock nears 7‑month low; options traders eye bear call spreads

Strategy (MSTR) prices €620M euro preferred to buy more Bitcoin as stock nears 7‑month low; options traders eye bear call spreads

Strategy Inc. priced 7.75 million shares of a 10% euro-denominated perpetual preferred stock at €80 each, raising about €620 million gross to fund more Bitcoin and for working capital. Settlement is set for Nov. 13. MSTR shares traded near $230 midday Friday, down 3.2%, while Bitcoin hovered around $101,000. Experts told Yahoo Finance the company faces no forced Bitcoin liquidation at current prices.
Palantir (PLTR) Edges Lower on Nov. 7 as Insider Sale Surfaces—Analysts Lift Targets After Blowout Q3

Palantir (PLTR) Edges Lower on Nov. 7 as Insider Sale Surfaces—Analysts Lift Targets After Blowout Q3

Palantir shares slipped Friday, extending a mid-week pullback after record Q3 results and amid a broader AI sector decline. Director Alexander Moore disclosed a sale of about 20,000 shares for $4.09 million under a pre-set 10b5-1 plan, retaining roughly 1.23 million shares. Bank of America raised its price target to $255 post-earnings. Q3 revenue jumped 63% year-over-year to $1.181 billion.
Plug Power (PLUG) news today — Nov. 7, 2025: Dutch H2 Hollandia build kicks off as Q3 earnings near

Plug Power (PLUG) news today — Nov. 7, 2025: Dutch H2 Hollandia build kicks off as Q3 earnings near

Plug Power has started installing a 5-MW PEM electrolyzer at the H2 Hollandia project in the Netherlands, its first commercial electrolyzer deployment in the country. The system will connect to a nearby 115-MWp solar park and aims to produce about 300,000 kg of green hydrogen per year starting in 2026. Plug shares traded lower intraday as investors awaited next week’s earnings.
SoFi Technologies (SOFI) Today — Nov. 7, 2025: Shares Ease After Big Run as Fresh Analyst Takes, New Forecasts and “Risk Reduction” Move Make Headlines

SoFi Technologies (SOFI) Today — Nov. 7, 2025: Shares Ease After Big Run as Fresh Analyst Takes, New Forecasts and “Risk Reduction” Move Make Headlines

SoFi shares fell about 2.9% to $26.38 Friday afternoon after a sharp rally, with new coverage citing a short-term pullback and mixed analyst views. Wall Street’s consensus target is near current levels, though Jefferies raised its target to $35 and KBW kept a $20 target. Recent commentary notes SoFi’s shift to a lower-risk, capital-light model. Q3 results last week showed record revenue and raised guidance.
7 November 2025
NIO (NIO) Today: Firefly EVs Set Sail for Europe, Austria Launch Goes Live, North America on the Map as Shares Hover Near $6.90

NIO (NIO) Today: Firefly EVs Set Sail for Europe, Austria Launch Goes Live, North America on the Map as Shares Hover Near $6.90

Firefly, NIO’s entry-level brand, shipped a large batch of vehicles to Europe and, for the first time, named North America in its expansion plans. NIO officially launched in Austria with ET5, ET5 Touring, EL6, and Firefly models, listing prices and naming initial dealers. October deliveries for NIO, Onvo, and Firefly hit a record 40,397, up 92.6% year-over-year. NIO shares traded near $6.90, down 3–4% intraday.
PlayStation Portal’s Biggest Update Yet: Full PS5 Cloud Streaming Rolls Out — Stream Your Digital Library Without Turning On a Console (Nov. 7, 2025)

PlayStation Portal’s Biggest Update Yet: Full PS5 Cloud Streaming Rolls Out — Stream Your Digital Library Without Turning On a Console (Nov. 7, 2025)

Sony activated full PS5 cloud streaming for PlayStation Portal on Nov. 5, allowing PlayStation Plus Premium members in supported regions to stream select digital PS5 games they own without a console connection. The Portal received a new interface and features, including separate tabs for Remote Play and Cloud Streaming. The update applies in the U.S., Canada, Japan, and over 20 European countries.
7 November 2025
Tesla Today (Nov 7, 2025): Shareholders Approve Musk’s $1 Trillion Pay, ‘Terafab’ AI Chip Plan Teased, and China FSD Targeted for Early 2026

Tesla Today (Nov 7, 2025): Shareholders Approve Musk’s $1 Trillion Pay, ‘Terafab’ AI Chip Plan Teased, and China FSD Targeted for Early 2026

Tesla shareholders approved Elon Musk’s record pay package with about 75% support at the company’s annual meeting in Austin. Musk said Tesla may build a large chip factory and is considering a partnership with Intel. He expects full approval for Tesla’s Full Self-Driving in China by early 2026. Production of the Cybercab is planned for April 2026.
CCC Intelligent Solutions (CCC) News Today: Advent Prices 37.3M‑Share Secondary at $7.79; Ticker Now “CCC” — Nov. 7, 2025

CCC Intelligent Solutions (CCC) News Today: Advent Prices 37.3M‑Share Secondary at $7.79; Ticker Now “CCC” — Nov. 7, 2025

Advent International priced a 37.3 million-share secondary offering in CCC Intelligent Solutions at $7.79, marking a full exit of its 5.8% stake; CCC will not receive proceeds. The sale was expected to close Nov. 7 with Goldman Sachs as book-runner. Shares traded modestly lower pre-market. CCC’s Nasdaq ticker changed to “CCC” on Oct. 31, 2025.
7 November 2025
NVIDIA (NVDA) News Today — Nov. 7, 2025: U.S. Blocks Scaled‑Down AI Chip Sales to China; Jensen Huang Says No Plans to Ship Blackwell; Stock Extends Weekly Slide

NVIDIA (NVDA) News Today — Nov. 7, 2025: U.S. Blocks Scaled‑Down AI Chip Sales to China; Jensen Huang Says No Plans to Ship Blackwell; Stock Extends Weekly Slide

The White House has barred Nvidia from selling its scaled-down B30A AI chip to China, tightening export controls. CEO Jensen Huang said in Taiwan there are no plans to ship Blackwell or other chips to China. Nvidia shares fell 3.7% to $188.08, with a weekly market-cap loss of up to $440 billion. Beijing has ordered state-backed data centers to use only domestic chips, further limiting Nvidia’s China prospects.
7 November 2025
Canopy Growth (CGC) Lifts ‘Going Concern’ Doubts as Cash Tops Debt; Q2 FY2026 Shows 30% Canada Adult‑Use Growth

Canopy Growth (CGC) Lifts ‘Going Concern’ Doubts as Cash Tops Debt; Q2 FY2026 Shows 30% Canada Adult‑Use Growth

Canopy Growth reported Q2 FY2026 net revenue of C$66.7 million, up 6% year over year, and ended the quarter with C$298 million in cash, exceeding total debt by C$70 million. The company lifted its going-concern warning. Shares rose as much as 19% premarket before turning volatile. Operating loss narrowed to C$17 million, down 63% from a year ago.
7 November 2025
Conduent (CNDT) Q3 2025: $767M Revenue, 5.2% Adjusted EBITDA Margin; Debt Refi Completed as Company Pushes GenAI Across Offerings

Conduent (CNDT) Q3 2025: $767M Revenue, 5.2% Adjusted EBITDA Margin; Debt Refi Completed as Company Pushes GenAI Across Offerings

Conduent reported Q3 2025 revenue of $767 million, missing analyst estimates and down 5% from last year. Adjusted EBITDA margin rose to 5.2%. The company posted a net loss of $46 million, or $0.30 per share. Management reaffirmed full-year guidance and highlighted recent debt refinancing and new AI integrations in government services.
Expedia Group (EXPE) soars on Q3 2025 beat and higher full‑year outlook; B2B bookings power rally — Nov. 7, 2025

Expedia Group (EXPE) soars on Q3 2025 beat and higher full‑year outlook; B2B bookings power rally — Nov. 7, 2025

Expedia reported third-quarter revenue of $4.41 billion, up 9% year over year, and raised its 2025 outlook after B2B bookings surged 26%. Adjusted EBITDA rose 16% to $1.45 billion, with margin near 33%. Shares jumped as much as 16% in pre-market trading Nov. 7. The company repurchased $451 million in stock and declared a $0.40 dividend.
BIO-key (BKYI) spikes on major Middle East defense biometric deployment — stock reacts as company expands EMEA footprint [Nov. 7, 2025]

BIO-key (BKYI) spikes on major Middle East defense biometric deployment — stock reacts as company expands EMEA footprint [Nov. 7, 2025]

BIO‑key International announced a major biometric security deployment with an unnamed Middle East defense-sector client, calling it one of its largest regional wins. Shares of BKYI surged as much as 55% in pre-market trading and hovered around $0.63 by early afternoon. The project uses BIO‑key’s multi-factor authentication and is delivered with Saudi partner Cloud Distribution. Financial terms were not disclosed.
Take‑Two Interactive (TTWO) Slides as ‘GTA VI’ Slips to Nov. 19, 2026—Despite Record Q2 Bookings and Full‑Year Guidance Raise (Nov. 7, 2025)

Take‑Two Interactive (TTWO) Slides as ‘GTA VI’ Slips to Nov. 19, 2026—Despite Record Q2 Bookings and Full‑Year Guidance Raise (Nov. 7, 2025)

Rockstar Games set Grand Theft Auto VI’s release for November 19, 2026, delaying the launch. Take-Two Interactive reported record Q2 FY2026 net bookings of $1.96 billion and raised its full-year outlook. Shares dropped 5–7% in after-hours and premarket trading on the GTA VI delay, then traded volatile intraday.
The Trade Desk (TTD) Q3 2025: Earnings Beat, $500M Buyback, and a Flurry of New Price Targets — What Investors Need to Know (Nov. 7, 2025)

The Trade Desk (TTD) Q3 2025: Earnings Beat, $500M Buyback, and a Flurry of New Price Targets — What Investors Need to Know (Nov. 7, 2025)

The Trade Desk shares fell 3.8% to $45.90 by 13:55 UTC Friday despite beating Q3 estimates with $739 million revenue, up 18% year over year. The company announced a new $500 million buyback after repurchasing $310 million in Q3. Management guided Q4 revenue to at least $840 million. Several analysts cut price targets but maintained positive ratings.
7 November 2025
Apple TV+ Outage Hits ‘Pluribus’ Premiere Night; Up to 15,000 Reports, Service Restored

Apple TV+ Outage Hits ‘Pluribus’ Premiere Night; Up to 15,000 Reports, Service Restored

Apple TV+ suffered a brief outage late Thursday, disrupting streaming for about 15,000 U.S. users as Vince Gilligan’s sci-fi drama Pluribus debuted. Service began recovering within hours, with complaints dropping to around 200 by early Friday. Apple Music and Apple Arcade also saw minor interruptions but returned to normal. Apple’s status page showed all systems operational by Friday morning.
7 November 2025
Motorsport Games (MSGM) Rockets Premarket on Q3 Profit; Terminates $12M Related‑Party Credit Line as Le Mans Ultimate Momentum Builds — Nov. 7, 2025

Motorsport Games (MSGM) Rockets Premarket on Q3 Profit; Terminates $12M Related‑Party Credit Line as Le Mans Ultimate Momentum Builds — Nov. 7, 2025

Motorsport Games reported Q3 revenue of $3.10 million, up 71.9% year-over-year, and net income of $0.77 million, marking its second straight profitable quarter. Shares jumped 123% premarket to $4.88 before retreating. The company ended a $12 million related-party credit line with no balance. Le Mans Ultimate, its flagship game, remains a key driver.
7 November 2025
Block (XYZ) Stock Sinks ~15% After Q3 Miss—Cash App Hits 58M Users as Square GPV Grows 12% (Nov. 7, 2025)

Block (XYZ) Stock Sinks ~15% After Q3 Miss—Cash App Hits 58M Users as Square GPV Grows 12% (Nov. 7, 2025)

Block, Inc. shares dropped about 15% in premarket trading Friday after third-quarter adjusted EPS missed estimates and Square’s gross-profit growth lagged payment volume. Gross profit rose 18% to $2.66 billion, but Square’s profit grew only 9% as credit losses surged 89% to $363.5 million. Bitcoin revenue fell to $1.97 billion from $2.43 billion a year earlier.
1 38 39 40 41 42 140
Go toTop