Today: 7 February 2026
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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.

Viking Holdings (VIK) pops onto Bank of America’s ‘beyond‑AI’ stock list as Q3 results near — Nov. 12, 2025

Viking Holdings (VIK) pops onto Bank of America’s ‘beyond‑AI’ stock list as Q3 results near — Nov. 12, 2025

On Wednesday, Bank of America highlighted Viking Holdings among 16 diversified “hot stock picks” outside the AI trade, citing the company’s dominant share in river cruising and differentiated, culture‑forward itineraries. The nod lands a week before Viking’s third‑quarter results and conference call. MarketWatch+1 What’s new today (Nov. 12, 2025) Key dates & how to listen By the numbers: what the Street is watching Why BofA’s call matters to VIK stock today BofA’s screen is designed to surface buy‑rated names with positive estimate revisions and undemanding valuations outside of AI‑centric tech. For Viking specifically, the thesis leans on category leadership in
12 November 2025
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CMCT Sells Lending Arm to Peachtree Affiliate for ~$44M; Stock Jumps, CFO Transition Set — Nov. 12, 2025

CMCT Sells Lending Arm to Peachtree Affiliate for ~$44M; Stock Jumps, CFO Transition Set — Nov. 12, 2025

Creative Media & Community Trust Corporation (NASDAQ: CMCT) said it has signed a definitive agreement to sell its lending division to PG FR Holding, LLC, an affiliate of Atlanta-based Peachtree Group. The deal is expected to generate approximately $31 million in net cash for CMCT at closing and advances the company’s pivot toward multifamily growth and balance-sheet strength. Business Wire+1 Deal details: exiting SBA lender PMC/First Western CMCT is divesting First Western SBLC, Inc. (operating as PMC Commercial Trust), a national direct lender focused on SBA 7(a) loans. Peachtree said the acquisition expands its credit platform and noted PMC’s Preferred
12 November 2025
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Fiserv (FISV, formerly FI) Today: Susquehanna Cuts Price Target to $99; KBW Payments Conference at 12:25 p.m. ET — November 12, 2025

Fiserv (FISV, formerly FI) Today: Susquehanna Cuts Price Target to $99; KBW Payments Conference at 12:25 p.m. ET — November 12, 2025

What happened today Susquehanna trims target to $99, still Positive Susquehanna’s James Friedman reduced his Fiserv target to $99 (from $220), citing adjustments for transitory growth drivers (Argentina inflation effects, Clover-related fee dynamics, license revenue, etc.). Despite the reset, the firm reiterates a Positive stance based on the durability of Clover and the breadth of Fiserv’s installed base. Investing.com+1 KBW Fintech Payments Conference (12:25 p.m. ET) Fiserv confirmed that Mike Lyons (CEO) and Paul Todd (CFO) will participate in a fireside chat at 12:25 p.m. ET today. The company is streaming the session live and archiving a replay on its
12 November 2025
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Opendoor (OPEN) News Today — Nov 12, 2025: CEO Kaz Nejatian Buys $1M in Stock as Warrant Dividend Nears; Shares Hold Gains

Opendoor (OPEN) News Today — Nov 12, 2025: CEO Kaz Nejatian Buys $1M in Stock as Warrant Dividend Nears; Shares Hold Gains

Opendoor Technologies Inc. (NASDAQ: OPEN) is back in the spotlight today after CEO Kaz (Kasra) Nejatian disclosed the open‑market purchase of 125,000 shares—about $1.0 million—ahead of next week’s special warrant dividend. The insider buy, recorded in a Form 4 filed this morning, adds to the stock’s momentum following Monday’s 21% surge. SEC+1 What happened today The warrant dividend: key facts & dates investors need to know Opendoor’s special dividend of tradable warrants remains the near‑term catalyst. Official details from the company’s Form 8‑K and shareholder FAQ: SEC+1 Why it matters: issuing tradable warrants to existing holders can reward long‑term shareholders
12 November 2025
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BigBear.ai (BBAI) Today: Stock Moves, $250M Ask Sage Deal, and Q3 Beat — What Investors Need to Know (Nov 12, 2025)

BigBear.ai (BBAI) Today: Stock Moves, $250M Ask Sage Deal, and Q3 Beat — What Investors Need to Know (Nov 12, 2025)

BigBear.ai (NYSE:BBAI) moves on Q3 results and a $250M Ask Sage acquisition. Here’s what changed today, Nov 12, 2025, and what to watch next. Why BBAI is moving today Pre‑market activity. BigBear.ai was one of Nasdaq’s most‑active tickers this morning, changing hands heavily around $6.40 pre‑market, a continuation of Tuesday’s post‑earnings surge. Intraday levels are volatile, as shown above. Nasdaq Fresh analyst signals. A TipRanks AI-generated note this morning cut the price target to $5.50 and set a Neutral stance, citing mixed fundamentals despite the strategic logic of the Ask Sage deal. At the same time, aggregated Street views still
12 November 2025
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Jumia (JMIA) Q3 2025: Revenue +25%, GMV +21%, Orders Surge; FY‑2025 Loss Guided to $50–55M, Q4’26 Breakeven Target

Jumia (JMIA) Q3 2025: Revenue +25%, GMV +21%, Orders Surge; FY‑2025 Loss Guided to $50–55M, Q4’26 Breakeven Target

Jumia Technologies AG (NYSE: JMIA) reported third‑quarter 2025 results before the U.S. market open today, showing accelerating top‑line growth and improving operating metrics while refining its 2025 loss outlook and reiterating a path to profitability. The Africa‑focused ecommerce group also confirmed tomorrow’s Investor Day and an earnings call at 8:30 a.m. ET today. SEC+1 Key numbers (Q3 2025, year over year) Usage momentum (physical goods, perimeter‑adjusted): Context on mix: As part of its shift away from low‑value digital orders, JumiaPay app orders fell sharply year over year, a deliberate pivot that lifted physical‑goods engagement metrics. SEC Guidance & profitability roadmap
12 November 2025
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G4 ‘Severe’ Solar Storm Today (Nov. 12, 2025): X5.1 Flare Triggers Radio Blackouts; Northern Lights Stretch From Mexico to Australia

G4 ‘Severe’ Solar Storm Today (Nov. 12, 2025): X5.1 Flare Triggers Radio Blackouts; Northern Lights Stretch From Mexico to Australia

What’s happening now The U.S. National Oceanic and Atmospheric Administration (NOAA) reports that G4 (Severe) geomagnetic storm levels were reached at 01:20 UTC on Nov. 12 and that G1–G4 conditions could continue overnight, driven by successive coronal mass ejections (CMEs). NOAA Space Weather Prediction Center+1 In a midday update, NOAA added that strong (G3) storming has persisted and that the Nov. 11 CME is still expected to keep elevated storm levels going into Nov. 14 (UTC)—meaning another night or two of aurora potential and intermittent space‑weather impacts. NOAA Space Weather Prediction Center Across the Atlantic, the UK Met Office notes that
12 November 2025
Viking Therapeutics (VKTX) Pops as Canaccord Nudges Price Target to $107; Stifel Conference Buzz & Fresh ObesityWeek® Data — Nov. 12, 2025

Viking Therapeutics (VKTX) Pops as Canaccord Nudges Price Target to $107; Stifel Conference Buzz & Fresh ObesityWeek® Data — Nov. 12, 2025

What’s new today (Nov. 12) Canaccord bumps target to $107. Before the open, Canaccord Genuity’s Edward Nash inched his VKTX target up by $1 to $107 and kept a Buy rating, framing Viking as a high‑quality obesity asset. The update follows Canaccord’s October initiation and comes as investors digest Stifel conference commentary and the latest clinical posters. StreetInsider.com+1 Stock check. VKTX traded around the low‑$40s today as conference headlines and sell‑side notes hit the tape. (See the live chart above; for a public quote page, Reuters lists VKTX real‑time pricing and ranges.) Reuters Fund‑flow tidbits. 13F‑driven headlines this morning highlighted
12 November 2025
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McCormick (MKC) News Today — Nov 12, 2025: Big Funds Shift Stakes, BofA Adds MKC to ‘Beyond‑AI’ Stock Picks, Shares Edge Higher

McCormick (MKC) News Today — Nov 12, 2025: Big Funds Shift Stakes, BofA Adds MKC to ‘Beyond‑AI’ Stock Picks, Shares Edge Higher

What’s new on November 12, 2025 1) Institutions are repositioning around MKC Two notable fund disclosures hit the tape today: While 13F‑based stories reflect prior‑quarter positions, their publication today adds fresh context to how large holders are sizing MKC into year‑end. MarketBeat+1 2) BofA puts MKC on its “beyond AI” screen In a MarketWatch write‑up today, Bank of America urged investors to look outside the AI trade and listed 16 high‑conviction names—including McCormick—citing the potential for steady sales despite tariff risks. The inclusion underscores the “defensive‑growth” appeal of staples that can lean on brand strength and pricing. MarketWatch How today’s
12 November 2025
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Amaze Holdings (AMZE) Completes The Food Channel Acquisition; Plans Platform Revamp for Culinary Creators — Nov 12, 2025

Amaze Holdings (AMZE) Completes The Food Channel Acquisition; Plans Platform Revamp for Culinary Creators — Nov 12, 2025

NYSE American–listed Amaze Holdings closed its purchase of The Food Channel, paid via a convertible promissory note, and says a refreshed FoodChannel.com will soon serve its 60,000+ food creators. Shares were among early pre‑market movers. Amaze Holdings, Inc.+1 What happened At 8:30 a.m. ET on November 12, 2025, Amaze Holdings, Inc. (NYSE American: AMZE) announced it completed the acquisition of the assets of The Food Channel, a long‑standing culinary media brand founded in 1989 that moved online in 1993 and joined the USA Today network in 2017. The deal price is $650,000 paid via a convertible promissory note. Amaze plans
12 November 2025
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Lucyd (NASDAQ: LUCY) Pops Pre‑Market as Q3 Results Are Expected Today — Rebrand, Exec Moves, and New AI Safety Glasses in Focus (Nov. 12, 2025)

Lucyd (NASDAQ: LUCY) Pops Pre‑Market as Q3 Results Are Expected Today — Rebrand, Exec Moves, and New AI Safety Glasses in Focus (Nov. 12, 2025)

Quick take: Lucyd, Inc. (formerly Innovative Eyewear) is trading sharply higher in Wednesday’s pre‑market ahead of an expected third‑quarter earnings release. Momentum follows an October corporate name change, November executive moves, and last week’s launch of new ANSI‑rated, ChatGPT‑enabled Lucyd Armor® smart‑safety glasses. PR Newswire+3TipRanks+3MarketScreener+3 What’s moving the stock today Catalyst: Q3 FY2025 results expected today Several earnings calendars show Lucyd (LUCY) slated to report Q3 2025 results before the U.S. market open on Wednesday, Nov. 12 (timing based on third‑party calendars; official company release not yet posted on the IR site at the time of publication). Watch for updates
12 November 2025
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FedEx (FDX) Jumps as Profit Outlook Brightens; New SAF at O’Hare & Miami, Japan Transit Gains — What to Know Today (Nov. 12, 2025)

FedEx (FDX) Jumps as Profit Outlook Brightens; New SAF at O’Hare & Miami, Japan Transit Gains — What to Know Today (Nov. 12, 2025)

FDX last trade $267.72, up ~5.4% as of 12:41 UTC (Nov 12). Market move: guidance steadies peak‑season nerves FedEx shares are outperforming today after executives told investors at the Baird Global Industrial Conference that fiscal Q2 adjusted EPS will exceed last year’s $4.05, a tone that helped boost the stock into the afternoon. Several outlets echoed the message that improved profitability is expected this quarter despite a choppy macro backdrop. investors.fedex.com+1 Coverage notes the company is navigating a ~$1 billion full‑year headwind from the U.S. elimination of the “de minimis” import exemption, yet management emphasized levers to keep margins resilient.
12 November 2025
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Stock Market Today

Meta stock faces an AI split: ad gains vs a $135 billion bill

Meta stock faces an AI split: ad gains vs a $135 billion bill

7 February 2026
Meta shares dropped 1.3% to $661.46 on Friday after the company projected 2026 capital spending of up to $135 billion, raising investor concerns over cash flow. Meta reported Q4 revenue of $59.89 billion, up 24% year-over-year, with ad impressions rising 18%. Analysts remain divided on whether AI-driven ad gains can offset the steep spending ramp.
IAG share price jumps toward a 52-week peak — what to watch before London reopens

IAG share price jumps toward a 52-week peak — what to watch before London reopens

7 February 2026
IAG shares rose 4.33% to 438.50 pence Friday, near their 52-week high, ahead of full-year results due later this month. The company reported 162,073,135 treasury shares and total voting rights of 4,565,128,012. Brent crude fell 2.2% Thursday to $67.93 a barrel. South Europe Ground Services logged 712,340 operations in 2025 and seeks approval to operate in Portugal.
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