Today: 3 March 2026
Subscribe

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.

Amazon Stock Soars to Record High as AWS and AI Fuel Rally – Is $3 Trillion Next?

Amazon Stock Soars to Record High as AWS and AI Fuel Rally – Is $3 Trillion Next?

Amazon shares jumped about 10% to record highs in late October after Q3 earnings beat estimates, adding hundreds of billions to its market cap. Revenue rose 13% to $180.2 billion, while AWS sales grew 20%. Amazon announced 14,000 corporate layoffs and settled an FTC case for $2.5 billion. The company raised its holiday-quarter sales outlook to as much as $213 billion.
2 November 2025
····
AI Goldrush: IREN Stock Rockets 500% as Bitcoin Miner Morphs into AI Cloud Powerhouse

AI Goldrush: IREN Stock Rockets 500% as Bitcoin Miner Morphs into AI Cloud Powerhouse

IREN Limited shares surged nearly 500% over the past year, peaking at $74 in October before settling near $60 in November. The company doubled its GPU fleet and signed new AI cloud contracts covering 11,000 GPUs, driving a one-day 9% stock jump. IREN raised $875 million via convertible notes and benefited from Bitcoin’s rally above $120,000. Analysts remain bullish but warn of high valuation and overbought signals ahead of November 6 earnings.
2 November 2025
···
Plug Power Stock Skyrockets on Hydrogen Hype – Will PLUG Keep Soaring? (Nov 2025 Update)

Plug Power Stock Skyrockets on Hydrogen Hype – Will PLUG Keep Soaring? (Nov 2025 Update)

Plug Power shares closed at $2.69 on Oct. 31, 2025, down sharply from an early-October peak of $4.58 after a volatile rally. The company signed a 2 GW electrolyzer deal in Uzbekistan and announced new U.S. biofuel projects. CEO Andy Marsh will step aside for José Luis Crespo. Plug raised $370 million in October, but the financing triggered a 20% stock drop and will dilute shareholders.
2 November 2025
·
Eos Energy (EOSE) Skyrockets on Battery Deals – Will the Zinc Powerhouse Keep Surging?

Eos Energy (EOSE) Skyrockets on Battery Deals – Will the Zinc Powerhouse Keep Surging?

Eos Energy shares closed at $16.03 on Oct. 31, up 12% after announcing a 228 MWh order from Frontier Power. The stock has surged nearly 200% year-to-date and now trades 678% above its 52-week low. Recent deals include a 750 MWh supply agreement with MN8 Energy and a $24 million Pennsylvania grant for new manufacturing. Q2 revenue hit $15.2 million, but losses remain high as expansion continues.
2 November 2025
·
BigBear.ai Stock’s Defense-Fueled Surge: Boom or “Mini-Palantir” Bust?

BigBear.ai Stock’s Defense-Fueled Surge: Boom or “Mini-Palantir” Bust?

BigBear.ai shares surged over 300% in the past year, recently retreating to the $7 range after hitting $9.39 in October. Q2 2025 revenue fell 18% to $32.5 million, with a $228.6 million net loss and lowered sales guidance. Recent defense contracts and airport deployments drove a 22% one-day stock jump. Analyst targets average $6, with ratings split and concerns over high valuation.
2 November 2025
···
AI & Quantum Frenzy Propels IBM Stock to New Heights – Will the Rally Last?

AI & Quantum Frenzy Propels IBM Stock to New Heights – Will the Rally Last?

IBM shares closed near $308 on Oct. 29, 2025, up about 30% year-to-date after AI and quantum computing breakthroughs and a Q3 earnings beat. Revenue jumped 9% to $16.33 billion, but growth in its Hybrid Cloud unit slowed, triggering a 5% after-hours drop. IBM now trades at 24–25× forward earnings, with a 2.3% dividend yield. Analyst sentiment remains mixed.
2 November 2025
···
Nvidia’s $5 Trillion AI Juggernaut – Jensen Huang’s $400B Deal Frenzy and the Unstoppable Tech Boom

Nvidia’s $5 Trillion AI Juggernaut – Jensen Huang’s $400B Deal Frenzy and the Unstoppable Tech Boom

Nvidia’s market value briefly topped $5 trillion this week as shares hit a record $207 before easing to $202. Quarterly revenue jumped 56% to $46.7 billion, with AI chips driving most sales and margins above 50%. CEO Jensen Huang’s recent deals—including a $100 billion OpenAI partnership—added $400 billion to Nvidia’s value in five days. The company is expanding into pharma, telecom, and autonomous vehicles.
2 November 2025
···
Constellation Energy (CEG) Stock Skyrockets on Nuclear Boom: Price Surge, Big Deals & Bold Forecasts

Constellation Energy (CEG) Stock Skyrockets on Nuclear Boom: Price Surge, Big Deals & Bold Forecasts

Constellation Energy (NASDAQ: CEG) closed at $377.00 on Oct 31, 2025, after reaching a record $403.95 in mid-October. Shares have surged over 50% year-to-date, driven by a major 20-year nuclear power deal with Meta, a pending $26.6 billion Calpine acquisition, and analyst upgrades. The board declared a $0.3878 quarterly dividend, payable Dec 5. Q3 earnings are due Nov 7.
2 November 2025
·
AI Boom Sends Teradyne (TER) Stock Soaring to Record Highs – Here’s What’s Driving the Rally

AI Boom Sends Teradyne (TER) Stock Soaring to Record Highs – Here’s What’s Driving the Rally

Teradyne shares jumped over 20% to a record $175 in after-hours trading on Oct. 28, 2025, after Q3 earnings and guidance beat estimates. Q3 revenue rose 4% to $769.2 million, driven by strong demand for AI chip test equipment. As of Nov. 2, TER trades near $182, up 44% year-to-date. Analysts raised price targets, with some now above $175.
2 November 2025
··
Chipotle Stock’s Worst Slump Since 2012 – Bulls and Bears Clash on CMG’s Future

Chipotle Stock’s Worst Slump Since 2012 – Bulls and Bears Clash on CMG’s Future

Chipotle shares plunged 18% to $31.69 on Oct. 31, 2025, their worst drop since 2012, after Q3 results missed expectations and management cut sales guidance for the third time this year. The stock is down 47% in 2025, sharply underperforming the S&P 500 and industry peers. Same-store sales rose just 0.3% as customer traffic fell. Wall Street analysts slashed price targets but most maintain buy ratings.
2 November 2025
Core Scientific (CORZ) Skyrockets on Bitcoin Boom and $9B Deal Drama – Latest News & Analysis

Core Scientific (CORZ) Skyrockets on Bitcoin Boom and $9B Deal Drama – Latest News & Analysis

Core Scientific shares closed at $21.54 on Oct. 31, near record highs and up 250% from their 52-week low. Shareholders blocked a $9 billion buyout by CoreWeave on Oct. 30, ending the merger. Bitcoin’s surge to $125,000 in October fueled crypto miner gains, despite Core’s Q3 net loss of $146.7 million. Wall Street analysts raised price targets after the failed deal, citing growth in AI and Bitcoin mining.
2 November 2025
·····
Shocking VA Home Loan Report Exposes Myths – Unlock Record-Breaking Rates & Benefits Now

Shocking VA Home Loan Report Exposes Myths – Unlock Record-Breaking Rates & Benefits Now

A new survey finds 92% of military members are aware of VA home loans, but nearly half misunderstand key benefits, with 55% wrongly believing a down payment is required. Congress passed the VA Home Loan Program Reform Act in July 2025, offering relief for about 70,000 delinquent veteran homeowners. VA loan rates fell to 6.05% after a Fed rate cut in late October, spurring a 7.1% jump in mortgage applications.
2 November 2025
Amazon Stock Skyrockets to Record High: AWS Comeback, AI Ambitions, and What’s Next for AMZN

Amazon Stock Skyrockets to Record High: AWS Comeback, AI Ambitions, and What’s Next for AMZN

Amazon stock surged 10% to a record high in late October after Q3 2025 earnings beat estimates, with revenue up 13% to $180.2 billion and AWS sales jumping 20%. The company announced 14,000 corporate layoffs and a $2.5 billion FTC settlement. Amazon raised its holiday sales outlook and continues heavy investment in AI and cloud.
1 November 2025
····
Pfizer Stock Surges on Trump’s Drug Price Deal & $7B Obesity Gamble – Is This the Comeback Investors Hoped For?

Pfizer Stock Surges on Trump’s Drug Price Deal & $7B Obesity Gamble – Is This the Comeback Investors Hoped For?

Pfizer shares surged 15% in late September after announcing a Medicaid drug price deal with the Trump administration, but fell back to $24.65 by Oct. 31. The company will report Q3 2025 earnings on Nov. 4, with analysts expecting a year-over-year drop in profit. Pfizer agreed to buy obesity drug developer Metsera for up to $7.3 billion as it seeks new growth beyond COVID-19 products.
1 November 2025
··
Nvidia’s $5 Trillion AI Boom: Record Stock Surge, Mega-Deals, and What’s Next for NVDA

Nvidia’s $5 Trillion AI Boom: Record Stock Surge, Mega-Deals, and What’s Next for NVDA

Nvidia’s market value briefly topped $5 trillion this week as shares surged to $207, a first for any company. Quarterly revenue jumped 56% to $46.7 billion, with 88% from AI data-center chips. Major AI supply deals and partnerships fueled demand. Rival chipmakers and tech giants are intensifying competition, but Nvidia continues to sell out its AI chips.
1 November 2025
···
Stellantis Stock’s Wild 2025 Ride: Tariff Troubles, $13B U.S. Gamble & EV Pivot Fuel STLA’s Ups and Downs

Stellantis Stock’s Wild 2025 Ride: Tariff Troubles, $13B U.S. Gamble & EV Pivot Fuel STLA’s Ups and Downs

Stellantis shares fell to $10.20, near multi-week lows, after an 11% drop on Oct. 30 following Q3 results and warnings of large one-off charges. CEO Antonio Filosa announced a $13 billion U.S. expansion, reopening the Belvidere plant and adding 5,000 jobs, sparking a dispute with Canada over lost Jeep production. Q3 revenue rose 13%, but analysts criticized vague guidance. Stellantis is shifting focus to hybrids and gas models.
1 November 2025
··
Caterpillar (CAT) Stock Roars on AI Boom: Record Highs, Key Drivers & What’s Next

Caterpillar (CAT) Stock Roars on AI Boom: Record Highs, Key Drivers & What’s Next

Caterpillar shares traded near record highs at $577 on Nov. 1, 2025, after reporting Q3 revenue of $17.6 billion, up 10% year-on-year and above estimates. The company’s order backlog hit a record $39.8 billion, up $11.2 billion from a year earlier. Caterpillar’s market cap stands at $270 billion, with a 2025 year-to-date gain of 50–60%. Net profit margin is around 14%, and return on equity about 47%.
1 November 2025
···
Zillow Stock Soars on Rental Boom and AI Buzz: Latest Earnings, Analyst Takes, and 2025 Outlook

Zillow Stock Soars on Rental Boom and AI Buzz: Latest Earnings, Analyst Takes, and 2025 Outlook

Zillow Class C shares closed at $74.98 on Oct. 31, up 4.55% after Q3 earnings topped estimates with $676 million in revenue, up 16% year-over-year. The company posted $10 million in GAAP net income and 250 million average monthly users. The FTC filed an antitrust suit in October over Zillow’s rentals business, which the company denies. Benchmark and Goldman Sachs raised price targets following the results.
1 November 2025
···
1 … 50 51 52 53 54 … 140
Go toTop