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.

Metsera (MTSR) Sinks as Pfizer Seals Revised $10B Buyout; 8‑K Spells Out $65.60 Cash + Up to $20.65 CVR — Nov. 10, 2025

Metsera (MTSR) Sinks as Pfizer Seals Revised $10B Buyout; 8‑K Spells Out $65.60 Cash + Up to $20.65 CVR — Nov. 10, 2025

Shares of Metsera, Inc. (NASDAQ: MTSR) slumped on Monday after the obesity‑drug developer said it will proceed with a sweetened takeover by Pfizer that ends a high‑stakes bidding war with Novo Nordisk. Metsera accepted Pfizer’s revised offer late Friday; Novo
Instacart Parent Maplebear (CART) Beats Q3, Lifts Buyback to $2.5B; Orders +14% and Q4 Outlook Tops Views — Nov. 10, 2025

Instacart Parent Maplebear (CART) Beats Q3, Lifts Buyback to $2.5B; Orders +14% and Q4 Outlook Tops Views — Nov. 10, 2025

Maplebear Inc., the parent of Instacart (NASDAQ: CART), reported stronger‑than‑expected third‑quarter results today, accelerated its share repurchase program to $2.5 billion, and issued an upbeat Q4 guide as demand for online grocery and retail media remained resilient. Shares jumped in
Cogent Biosciences (COGT) soars ~115% after PEAK Phase 3 shows 16.5‑month PFS in GIST; NDA targeted for 1H 2026 (Nov. 10, 2025)

Cogent Biosciences (COGT) soars ~115% after PEAK Phase 3 shows 16.5‑month PFS in GIST; NDA targeted for 1H 2026 (Nov. 10, 2025)

Cogent Biosciences (NASDAQ: COGT) announced positive top‑line results from its Phase 3 PEAK trial testing bezuclastinib plus sunitinib in second‑line gastrointestinal stromal tumor (GIST), sending the stock sharply higher in Monday trading. The combination delivered a median progression‑free survival (mPFS)
Jefferies Swaps Nvidia for Broadcom as Top AI Pick: $480 Target, Big Custom‑Chip Bets, and a 5‑Year AVGO Outlook (Nov. 10, 2025)

Jefferies Swaps Nvidia for Broadcom as Top AI Pick: $480 Target, Big Custom‑Chip Bets, and a 5‑Year AVGO Outlook (Nov. 10, 2025)

On Monday, Nov. 10, 2025, Wall Street chatter is still centered on Jefferies’ high‑profile call: Broadcom (NASDAQ: AVGO) replaces Nvidia (NASDAQ: NVDA) as the brokerage’s top pick in semiconductors, underpinned by a surge in demand for custom AI chips. The
Centene (CNC) Slides on ACA-Subsidy Uncertainty as Wellcare Expands in Texas and Ambetter Adds South Carolina Plans — Nov. 10, 2025

Centene (CNC) Slides on ACA-Subsidy Uncertainty as Wellcare Expands in Texas and Ambetter Adds South Carolina Plans — Nov. 10, 2025

Market snapshot As of 14:48 UTC on Nov. 10, CNC traded at $33.91 (intraday range $33.64–$36.09). Why CNC is under pressure today In posts over the weekend, President Donald Trump called for redirecting “hundreds of billions” in ACA subsidy funds
Movano (NASDAQ: MOVE) Soars on All‑Stock Merger With Corvex to Create Secure AI‑Infrastructure Pure Play — Nov. 10, 2025

Movano (NASDAQ: MOVE) Soars on All‑Stock Merger With Corvex to Create Secure AI‑Infrastructure Pure Play — Nov. 10, 2025

What Happened Movano Inc. (NASDAQ: MOVE) and Corvex, Inc., a GPU‑accelerated AI cloud company, signed a definitive all‑stock merger agreement. The combined business will focus squarely on secure, high‑performance AI infrastructure—including GPU clusters for training/inference, confidential computing, and inference‑as‑a‑service—repositioning Movano
Opendoor (OPEN) today — Nov. 10, 2025: JPMorgan calls a ‘major transformation,’ while investors weigh a $1.2B note repurchase, 180.6M‑share sale, and a new tradable‑warrants dividend

Opendoor (OPEN) today — Nov. 10, 2025: JPMorgan calls a ‘major transformation,’ while investors weigh a $1.2B note repurchase, 180.6M‑share sale, and a new tradable‑warrants dividend

What changed today (Nov. 10) JPMorgan’s take: In a note highlighted this morning, JPMorgan described Opendoor’s strategy reset as a “major transformation,” maintaining a positive stance and pointing to a volume‑driven plan (clear legacy inventory, accelerate acquisitions) aimed at hitting
Ondas Holdings (ONDS) names ex‑Rafael chief Yoav Har‑Even to OAS advisory board as Sentrycs acquisition advances — Nov. 10, 2025

Ondas Holdings (ONDS) names ex‑Rafael chief Yoav Har‑Even to OAS advisory board as Sentrycs acquisition advances — Nov. 10, 2025

Ondas Holdings Inc. (NASDAQ: ONDS) announced that Maj. Gen. (Ret.) Yoav Har‑Even, former President & CEO of Rafael Advanced Defense Systems, has joined the advisory board of Ondas Autonomous Systems (OAS), the company’s defense and security robotics unit. The move
InflaRx (IFRX) pops on positive INF904 Phase 2a results in HS & CSU; Q3 filing shows €44.4M liquidity and runway into 2027 — Nov 10, 2025

InflaRx (IFRX) pops on positive INF904 Phase 2a results in HS & CSU; Q3 filing shows €44.4M liquidity and runway into 2027 — Nov 10, 2025

InflaRx N.V. (NASDAQ: IFRX) surged into today’s session after unveiling topline Phase 2a data for its oral C5aR inhibitor INF904 in hidradenitis suppurativa (HS) and chronic spontaneous urticaria (CSU), alongside filing its third‑quarter Form 6‑K showing €44.4 million of available
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