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.

Solid Power (SLDP) Charges Ahead: Will Solid-State Batteries Supercharge Its Stock?

Solid Power (SLDP) Charges Ahead: Will Solid-State Batteries Supercharge Its Stock?

Company Overview: Background, Technology & Mission Solid Power is an industry-leading developer of all-solid-state battery cells with a mission to “power the next generation of electric vehicles” via safer, high-performance energy storagedcfmodeling.comdcfmodeling.com. The company spun out of research at the University of Colorado and was founded in 2011 by a team of battery scientists and engineers (including Dr. Se-Hee Lee, Dr. Conrad Stoldt, and Doug Campbell)dcfmodeling.com. After years of lab development and prototyping, Solid Power gained validation through partnerships with BMW (2018) and Ford (2019), and it raised significant venture funding (e.g. $130 million Series B in 2020)dcfmodeling.com. In late 2021,
Perrigo (PRGO) Stock Plunges to 52-Week Low as Outlook Slashed – What Investors Need to Know

Perrigo (PRGO) Stock Plunges to 52-Week Low as Outlook Slashed – What Investors Need to Know

Company Overview: A Self-Care Healthcare Player Perrigo Company plc is a consumer healthcare and self-care products company with over a century of history in the OTC medicine space Perrigo. Now domiciled in Dublin, Ireland (with major operations in the U.S. and Europe), Perrigo’s business spans a broad range of non-prescription health products. The company produces store-brand OTC medicines (the kind sold under retailers’ brands) as well as its own branded products in categories like cough & cold remedies, pain relief, digestive health, vitamins, infant formula, and dermatology care Patsnap Patsnap. Perrigo’s unique business model leverages its cash-generating store-brand portfolio to
5 November 2025
Teradata’s 19% Stock Surge: AI Ambitions, Earnings Beat & What’s Next for TDC Investors

Teradata’s 19% Stock Surge: AI Ambitions, Earnings Beat & What’s Next for TDC Investors

Current Stock Price & Recent Performance (Nov 5, 2025) As of November 5, 2025, Teradata’s stock trades in the mid-$20s after a sharp post-earnings rally. The latest trade was around $24.64, up ~19% in a single session Reuters. This big jump followed the company’s Q3 earnings announcement and reflects renewed investor confidence. Prior to the earnings, TDC was hovering near $20, meaning the stock has swiftly regained lost ground. This surge also carries technical significance. On Nov 5, Teradata broke above its 200-day moving average (~$22.72), hitting intraday highs around $26.39 Technicalanalysischannel. Crossing above the 200-day average is seen as
Supreme Court Tariff Showdown: Trump’s Trillion-Dollar Trade Gamble Meets Skeptical Justices

Supreme Court Tariff Showdown: Trump’s Trillion-Dollar Trade Gamble Meets Skeptical Justices

In sum, the Supreme Court appears poised to make a definitive ruling on Trump’s tariff gambit – one that will either vindicate his bold use of emergency power or slam the brakes on it. The stakes are enormous: billions of dollars, the balance of economic power between Congress and the President, and the future course of U.S. trade policy all hang in the balance. As Hofstra law professor James Sample noted, this is “a staggeringly important case” that could reshape the economy and constitutional order for years to comeabcnews.go.com. Both Wall Street and Main Street await the outcome, bracing for
5 November 2025
SoFi Stock Soars 171% to Record Highs on Breakout Earnings – Will the Rally Continue? (Nov 2025 Update)

SoFi Stock Soars 171% to Record Highs on Breakout Earnings – Will the Rally Continue? (Nov 2025 Update)

Stock Price & Recent Performance (Nov 2025) SoFi Technologies’ stock has been on a tear in 2025, dramatically outperforming the broader market. As of November 5, 2025, SOFI trades around $29–30 per share, not far from its all-time high set just days earliertradingview.com. In late October, the stock spiked to an intraday record of $32.57 (an all-time high)247wallst.com, buoyed by optimism around its earnings. Even after pulling back about 7% from the peak in early November247wallst.com, SoFi shares are still up roughly 91% year-to-date and +171% versus a year agotradingview.com – a meteoric rise that has put the fintech firmly
5 November 2025
Pfizer Stock Plunge and Promise: Vaccine Slump, Weight-Loss War, and a $10B Gamble – Is PFE Poised for a Comeback?

Pfizer Stock Plunge and Promise: Vaccine Slump, Weight-Loss War, and a $10B Gamble – Is PFE Poised for a Comeback?

Company Overview & Stock Snapshot Pfizer Inc. is one of the world’s largest pharmaceutical companies, known for household-name drugs and vaccines. Headquartered in New York, Pfizer manufactures treatments across vaccines, oncology, immunology, cardiology, and more. The company gained global prominence for its COVID-19 vaccine (Comirnaty) and antiviral pill (Paxlovid). However, with the pandemic’s tide receding, Pfizer’s stock (PFE) has faced significant challenges in 2023–2025. Shares that once traded above $50 during the vaccine rollout now hover in the mid-$20sreuters.com. At around $24–$25 per share, Pfizer’s market cap is about $138 billionstockanalysis.com – substantially smaller than several years ago and dwarfed
5 November 2025
Cipher Mining Stock Skyrockets on Blockbuster AWS Deal – Latest Earnings, Expert Insights & Price Forecast

Cipher Mining Stock Skyrockets on Blockbuster AWS Deal – Latest Earnings, Expert Insights & Price Forecast

Stock Performance and Recent Trends (Past Week) Cipher Mining’s stock has been on a tear. In the final week of October into early November 2025, CIFR rocketed from the high teens to the mid-$20s per sharestockanalysis.comstockanalysis.com. On Monday, Nov 3, shares opened slightly down but closed up over 22% in a single session247wallst.com – an eye-popping move for a mid-cap stock. This surge was directly catalyzed by the company’s Q3 earnings release and strategic partnership news (more on that below). By mid-day Nov 5, CIFR was trading around $25 (+11% intraday)stockanalysis.com, marking roughly a 35% gain week-to-date and a new
5 November 2025
Rubico (RUBI) Stock in Freefall: Top Ships Spin-Off Collapses 90% – What Investors Should Know

Rubico (RUBI) Stock in Freefall: Top Ships Spin-Off Collapses 90% – What Investors Should Know

Company Overview: Business Model & Background Rubico Inc. is a Marshall Islands-incorporated shipping company providing crude oil transportation services via a small fleet of tankersglobenewswire.comglobenewswire.com. The company was created as a spin-off from TOP Ships Inc., a Greek tanker owner, to separately house two Suezmax oil tankers (M/T Eco Malibu and M/T Eco West Coast)stocktwits.com. Both 2021-built vessels are “eco” fuel-efficient tankers on long-term time charter contracts with Clearlake (a major commodity trading firm), ensuring stable charter revenue streamsrivieramm.com. Rubico’s strategy focuses on owning and operating these modern tankers, leveraging their high specification and scrubber-fitted fuel efficiency to attract charterersglobenewswire.com.
5 November 2025
First Majestic Silver (AG) Shines on Silver’s Surge – But Can the Rally Sustain?

First Majestic Silver (AG) Shines on Silver’s Surge – But Can the Rally Sustain?

Stock Performance and Technical Trends First Majestic’s stock has had a rollercoaster year, skyrocketing through 2025 alongside the price of silver. The share price climbed from the ~$5 level in January to a 52-week high of $15.69 by late Octoberreuters.com, vastly outperforming broader mining indices. This 158% year-to-date surge was propelled by optimism around the Los Gatos acquisition and leverage to silver’s historic rallyinvesting.com. Recent weeks have seen some consolidation. After the Q3 earnings miss in early November, AG pulled back roughly 20–30% from its peak, dipping into the low $10sreuters.com. Technical indicators reflect this cooling momentum: the stock broke
5 November 2025
Rigel Pharmaceuticals (RIGL) Stock Skyrockets on Earnings Beat – Latest Drug Updates & Analyst Outlook

Rigel Pharmaceuticals (RIGL) Stock Skyrockets on Earnings Beat – Latest Drug Updates & Analyst Outlook

Stock Price & Recent Performance 📈 Rigel’s stock has been on a tear in 2025, reflecting its improving fundamentals. As of November 5, 2025, RIGL trades around $38/share, up over 30% in a single day after its blowout Q3 earnings reportstockanalysis.com. The post-earnings volatility has been extreme – initially, shares fell ~7–8% in after-hours trading on Nov. 4 despite the strong results, possibly due to profit-taking or tempered forward outlook, dipping to about $30.32investing.com. However, sentiment swiftly reversed: by the next trading session, buyers piled in, and Rigel stock skyrocketed to new multi-month highs. The stock is now only a
Lumentum Stock Skyrockets on AI Boom – Record Sales & Bold Forecast

Lumentum Stock Skyrockets on AI Boom – Record Sales & Bold Forecast

Recent News: Earnings Spark Rally Lumentum’s San Jose headquarters. The company’s stock jumped after it announced record quarterly revenue and upbeat guidance, fueled by surging demand from AI data centers. Lumentum made headlines on November 4–5, 2025 with a stellar earnings report that ignited its stock. The firm announced Q1 FY2026 (quarter ended Sep 27, 2025) results featuring record-high sales of $533.8 million – about 58% higher than a year agosimplywall.st and even slightly above Wall Street’s consensus (FactSet had ~$526M)marketscreener.com. This top-line feat, the largest quarterly revenue in Lumentum’s 10-year historyoptics.org, was driven by unprecedented demand from AI and
Kratos Defense (KTOS) Soars 300% on Drone Boom – Is the Rally Sustainable?

Kratos Defense (KTOS) Soars 300% on Drone Boom – Is the Rally Sustainable?

1. Company Background and Overview of Kratos Defense & Security Solutions, Inc. Kratos Defense & Security Solutions, Inc. is a U.S. technology company serving the defense and national security market. Founded in 1994 and headquartered in San Diego, Kratos specializes in mission-critical systems for military and government agenciesinvesting.com. The company operates through two main segments – Kratos Government Solutions (KGS) and Unmanned Systems (US) – offering a wide array of products and services. These include satellite ground communication systems, jet-powered unmanned aerial vehicles (UAVs), missile and radar system solutions, advanced propulsion systems for missiles/spacecraft, cyber security and training platforms, and
Babcock & Wilcox (BW) Stock Skyrockets on AI Power Deal – Key Facts, Q3 Earnings & 2025 Outlook

Babcock & Wilcox (BW) Stock Skyrockets on AI Power Deal – Key Facts, Q3 Earnings & 2025 Outlook

(Each of these points is explored in detail below.) Company Overview Babcock & Wilcox Enterprises, Inc. (“B&W”) is an American energy technology and services provider with a 158-year legacy. Headquartered in Akron, Ohio, the company is historically renowned for its steam boilers used in power generation Wikipedia. Today, B&W’s offerings span advanced energy and environmental solutions for industrial and utility markets worldwide Tipranks. It engineers and supplies equipment for power generation (including waste-to-energy and fossil fuel plants), emissions control systems (like scrubbers and carbon capture), and related services/parts. B&W operates through three segments: Renewable, Environmental, and Thermal. The B&W Thermal
Trex Stock Plunges on Earnings Miss – What’s Next for the Decking Leader?

Trex Stock Plunges on Earnings Miss – What’s Next for the Decking Leader?

Market Performance and Recent Stock Price Trex stock has endured a steep slide in 2025, culminating in a dramatic plunge after its early November earnings announcement. On November 5, 2025, TREX opened around $34–35 per share – down roughly 26% from the prior day’s close Streetinsider. This selloff pushed the stock to fresh 52-week lows, shattering the previous low of ~$46 Finviz. Prior to the earnings drop, Trex had already been trending downward for months; with this latest collapse, shares have lost about 50% of their value year-to-date Finviz and over 50% from 12-month highs (which were near $80 Finviz).
From Crash to Breakthrough: Why Lunai Bioworks (LNAI) Is Suddenly on Investors’ Radar

From Crash to Breakthrough: Why Lunai Bioworks (LNAI) Is Suddenly on Investors’ Radar

Company Overview: AI-Powered Biotech at the Intersection of Therapeutics & Biodefense Lunai Bioworks Inc. is a pre-clinical stage biotechnology company pioneering an unusual dual focus: AI-driven drug discovery and biodefense. The company’s mission is to “capture biological signals at scale, decode them with AI, and rapidly validate insights in model systems”, bridging cutting-edge computation with experimental biotechainvest.comainvest.com. In practical terms, Lunai is developing both therapeutic platforms (for diseases like cancer and neurodegeneration) and advanced diagnostics/screening tools (including detecting chemical/biological threats), all underpinned by machine learning. Core Technology & Pipeline: Lunai’s flagship approach is a next-generation allogeneic dendritic cell (DC) therapy
Biohaven (BHVN) Stock Plunges on FDA Setback – Will Its Biotech Pipeline Fuel a Comeback?

Biohaven (BHVN) Stock Plunges on FDA Setback – Will Its Biotech Pipeline Fuel a Comeback?

FDA Setback: Complete Response Letter Halts Lead Drug Ambitions Biohaven’s recent troubles center on VYGLXIA (troriluzole) – its lead drug candidate for spinocerebellar ataxia (SCA), a degenerative brain disorder that currently has no approved treatmentreuters.com. On November 4, 2025, after market close, Biohaven announced that the FDA had issued a Complete Response Letter (CRL) rejecting the company’s New Drug Application. This CRL cited multiple concerns with Biohaven’s data: potential bias, design limitations, lack of pre-specification, and unmeasured confounding factors in the supporting studiesstocktwits.comstocktwits.com. In simpler terms, the FDA was uneasy with how Biohaven ran and analyzed its trials – particularly
5 November 2025
Why Zeta Global (ZETA) Stock Is Soaring: 17 Straight Beats, AI Power, and Big Upside Ahead

Why Zeta Global (ZETA) Stock Is Soaring: 17 Straight Beats, AI Power, and Big Upside Ahead

Latest News & Catalysts (Early November 2025) Zeta Global made headlines on November 4, 2025 by reporting stellar third-quarter results and raising its guidance for the 17th straight quarterinvestors.zetaglobal.com. The Q3 earnings release showed better-than-expected revenue and profits, prompting a surge of optimism from investors and analysts alike. By the next day (Nov 5), ZETA’s stock price had soared roughly 15% in heavy trading as the market digested the newsstockanalysis.com. This marked a sharp positive turnaround, especially considering that just a few months prior the stock was languishing near yearly lows. Financial media outlets dubbed Zeta’s Q3 a “beat-and-raise” performance
Digital Turbine’s Wild 2025 Ride: APPS Stock Soars 300% on Mobile Ad Comeback – What Investors Need to Know

Digital Turbine’s Wild 2025 Ride: APPS Stock Soars 300% on Mobile Ad Comeback – What Investors Need to Know

Company Background & Business Model Digital Turbine, Inc. (NASDAQ: APPS) is a mobile advertising technology company that provides an independent mobile growth platform for app publishers, advertisers, wireless carriers, and device OEMsfinviz.com. Founded in the late 1990s (as Mandalay Media) and later reimagined under CEO Bill Stone in 2014dcfmodeling.com, Digital Turbine’s mission has evolved to simplify content discovery and monetization on mobile devices. The company’s core platform is installed directly on smartphones, enabling app recommendations, pre-installs, and content experiences out-of-the-box. How it works: Digital Turbine partners with leading smartphone manufacturers and telecom operators to embed its software (notably the Ignite
5 November 2025
SMX (Security Matters) PLC Stock Rockets on Supply Chain Tech Breakthroughs – Can the 2025 Comeback Last?

SMX (Security Matters) PLC Stock Rockets on Supply Chain Tech Breakthroughs – Can the 2025 Comeback Last?

Figure: SMX’s technology bridges physical materials with digital records. The company’s platform “embeds encrypted identifiers into a wide range of materials, including plastics, metals, and liquids,” linking each product to a tamper-proof digital “passport” that verifies its entire lifecyclestocktwits.comstocktwits.com. This novel approach aims to convert trust and transparency into tangible value – for example, by proving recycled content or ethical sourcing, companies can potentially secure better financing terms and brand premiumsaccessnewswire.comaccessnewswire.com. Comparative Context: SMX operates in a niche intersection of blockchain, materials science, and supply chain management. Unlike traditional track-and-trace solutions (e.g. RFID tags or QR codes which can be
5 November 2025
Recursion Pharmaceuticals (RXRX) – AI Drug Discovery Breakthroughs, CEO Shakeup & 2025 Stock Outlook

Recursion Pharmaceuticals (RXRX) – AI Drug Discovery Breakthroughs, CEO Shakeup & 2025 Stock Outlook

Below we dive into a detailed analysis of RXRX – covering the latest developments, the company’s AI-powered business model, financials, key partnerships, expert commentary, technical trends, forecasts, and how Recursion compares to other AI-focused biotech players. Latest Developments and News (Early November 2025) Q3 2025 Earnings & Milestone: Recursion’s third-quarter 2025 report (released Nov 5) was a mixed bag. The company posted quarterly revenue of $5.2 million, a steep drop from $26.1 million in Q3 last yearstocktitan.net. This was a significant miss versus Wall Street’s ~$17 million forecast, reflecting the lumpy nature of partnership payments (no big milestone was booked as revenue in Q3)
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Stock Market Today

Amazon stock tumbles on $200 billion AI spend plan — what to know before Monday

Amazon stock tumbles on $200 billion AI spend plan — what to know before Monday

7 February 2026
Amazon shares fell 5.6% to $210.32 on Friday after the company projected about $200 billion in 2026 capital expenditures, triggering investor concern over AI spending. The stock had already dropped 11.5% after-hours Thursday. Amazon forecast Q1 net sales of $173.5–$178.5 billion and operating income of $16.5–$21.5 billion. Analyst Gil Luria downgraded Amazon, citing rising investment as its cloud lead narrows.
AMD stock jumps 8% in chip rebound — what investors are watching before Monday

AMD stock jumps 8% in chip rebound — what investors are watching before Monday

7 February 2026
AMD shares jumped 8.2% to $208.44 Friday, trading on heavy volume as chip stocks rebounded and the Dow closed above 50,000 for the first time. The Philadelphia Semiconductor Index rose 5.7% after Amazon’s AI spending plans lifted sector estimates. Nvidia’s CEO cited surging AI chip demand. AMD’s rally followed a weak revenue outlook earlier in the week.
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