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.

Meta’s AI Shake-up: 600 Jobs Axed as Zuckerberg Doubles Down on “Superintelligence”

Meta’s AI Shake-up: 600 Jobs Axed as Zuckerberg Doubles Down on “Superintelligence”

Leaner AI Team, Same Big AI Bet Meta’s parent company (Nasdaq: META) quietly confirmed on Oct. 22 that it is “slashing” roughly 600 jobs from its superintelligence-focused AI unit reuters.com timesofindia.indiatimes.com. Axios first reported the cuts via an internal memo, and Reuters/Tech news sites (TechCrunch, The Verge) later confirmed that Meta is cutting staff in three of its four AI sub-units: research (FAIR), product AI, and infrastructure. By contrast, the TBD Labs – a newly formed group of “a few dozen” top researchers working on the next generation of foundation models – will not be affected reuters.com timesofindia.indiatimes.com. In other
23 October 2025
Quantum Hype Fuels SEALSQ (LAES) Stock Surge – Can It Last?

Quantum Hype Fuels SEALSQ (LAES) Stock Surge – Can It Last?

SEALSQ’s recent moves come amid broader industry tailwinds. The AI/semiconductor rally is lifting related stocks: the Philadelphia Semiconductor Index is up ~15% since September ts2.tech. Governments are scrambling to prepare for the quantum age – the U.S. National Security Agency now mandates all new national-security systems be quantum-safe by 2027 ts2.tech – driving huge demand for post-quantum security. Markets research project the global post-quantum security sector growing from a few billion today to on the order of $72 billion by 2035 ts2.tech. SEALSQ positions itself as a pure-play beneficiary of these trends, touting certifications (FIPS 140-3, EAL5+) and a digital “Quantum
23 October 2025
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Nokia Stock Skyrockets on Major 5G Contracts – Analysts Eye Upside

Nokia Stock Skyrockets on Major 5G Contracts – Analysts Eye Upside

Recent Stock Run-Up and Market Context Nokia’s stock has roared higher in October, buoyed by a string of positive catalysts. The ADR (ticker NOK on NYSE) jumped roughly 14% in early October, briefly touching about $5.49 on Oct. 14 ts2.tech. By Oct. 15 it traded near $5.54 ts2.tech. According to MarketBeat, shares recently opened around $5.76 (with a 12-month high of $5.79) marketbeat.com. Overall, U.S.-listed Nokia shares are now up ~21% in the last month and ~12% year‑to‑date ts2.tech, significantly outpacing many tech peers. Helsinki-traded Nokia (NOKIA.HE) also rallied, hitting highs near €4.84. This rally has pushed valuation multiples above
23 October 2025
QuantumScape (QS) Stock Rockets on Solid-State Battery Breakthrough – Analysts Split on Future

QuantumScape (QS) Stock Rockets on Solid-State Battery Breakthrough – Analysts Split on Future

QuantumScape Corporation (NYSE: QS), the Silicon Valley developer of solid-state lithium-metal batteries, has been in the spotlight this week amid a flurry of news. The company’s long-anticipated Q3 2025 results (released Oct 22 after the close) narrowed losses and delivered key operational wins. QS reported a GAAP net loss of $105.8 million (–$0.18 per share) for Q3 – slightly better than analysts’ –$0.20 estimate ts2.tech. More notably, it reported $12.8 million in “customer billings” (invoices issued to partners) for the quarter ts2.tech. Management says this metric – a proxy for future revenue – signals growing commercial engagement; CFO Kevin Hettrich
23 October 2025
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Evolution Gaming’s Stock Tanks After Q3 Miss and Rival Smear Allegations

Evolution Gaming’s Stock Tanks After Q3 Miss and Rival Smear Allegations

EVO.ST ~SEK 668.3 (Oct 23, 2025); ∼–8% over the week marketscreener.com tradingview.com. YTD ↓∼30% tradingview.com. Market cap ~SEK 15.5 bn marketscreener.com. Q3 2025 revenue €507.1 M (–2.4% YoY; consensus €536 M) marketscreener.com. Adjusted EBITDA €337 M (66.5% margin) vs forecast €356 M marketscreener.com. EPS €1.25 (below €1.57 est.) marketscreener.com. Dividend yield ~4.2% (DPS 30.64 SEK) investing.com. Analyst consensus: mostly “Buy” with ~SEK 938 average target tipranks.com stocksguide.com (range SEK 656–1,512 stocksguide.com). Evolution holds ~45% of the global live-casino market (vs ~30% for Playtech, 25% Pragmatic) pokertube.com pokertube.com, and has 20+ studios worldwide marketscreener.com. Major developments: October launch of Ezugi games in US agbrief.com; Jan 2025 Hasbro partnership to create Monopoly-branded casino
23 October 2025
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Quantum Computing Inc. (NASDAQ: QUBT) Rockets 3000% on Government Deals – Analysts Weigh In

Quantum Computing Inc. (NASDAQ: QUBT) Rockets 3000% on Government Deals – Analysts Weigh In

News Highlights Massive Funding Rounds: In the past two months QCi has drawn headlines with record capital raises. On Oct 5, 2025 the company announced an oversubscribed private placement of 37,183,937 shares at market price, raising $750 million titanpartnersgrp.com. This followed a Sept 21, 2025 placement of 26,867,276 shares for $500 million titanpartnersgrp.com. CEO Dr. Yuping Huang celebrated the extra capital, saying it provides runway through 2028 and leaves QCi with the “strongest balance sheet among publicly traded quantum companies” ts2.tech. (Investors note, however, that issuing ~64 million new shares in 6 weeks has massively increased share count.) Stock Volatility: QUBT’s
23 October 2025
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Meituan (3690.HK) Soars to HK$100: Food-Delivery Wars, AI Ambitions & What Analysts Expect

Meituan (3690.HK) Soars to HK$100: Food-Delivery Wars, AI Ambitions & What Analysts Expect

Stock Performance and Market Snapshot On Oct 23, 2025 Meituan’s stock (3690.HK) closed at HK$100.00 investing.com. After falling to HK$94.05 on Oct 17 (its 52-week low) investing.com, the shares have bounced. The recent rally pushed the price near the lower end of its 52-week range (HK$94–205 investing.com). Year-to-date, the stock has lagged some peers, reflecting a tough market. In the past week Meituan gained ~4% in Hong Kong, helping it outperform the Hang Seng Tech Index, which dipped amid US-China trade-war jitters. Analysts note that Hong Kong tech stocks saw a broad pullback in mid-Oct, but remain up ~30% YTD on strong
23 October 2025
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IBM Stock Soars on AI, Cloud and Quantum Momentum

IBM Stock Soars on AI, Cloud and Quantum Momentum

IBM’s headquarters in Armonk, N.Y., is at the center of the company’s growing focus on AI and cloud computing. In late October 2025, the stock was trading in the high $200s (about $287/share on Oct. 22) after strong third‑quarter results. The 2025 rally (up ~30% YTD) reflects renewed investor enthusiasm under CEO Arvind Krishna’s strategy, but the after‑hours selloff shows that even good news can trigger profit‑taking. In its Oct. 22 earnings release (Q3 FY2025), IBM reported revenue of $16.33 billion, up 9% from a year earlier. Adjusted net income was $2.5 billion, or $2.65 per share, ahead of Wall Street targets. All
23 October 2025
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Tesla Stock Soars on Record Q3 Deliveries, Profit Miss Raises Concerns

Tesla Stock Soars on Record Q3 Deliveries, Profit Miss Raises Concerns

Stock Performance & Market Context Tesla’s stock has been on a tear in October, but also volatile. It hit an intraday high near $453 on Oct. 6 (a 52-week peak) ts2.tech, then oscillated with market swings. By Oct. 21 TSLA closed around $442.60 ts2.tech. The stock jumped about 5% on Oct. 13 amid a broad tech rally, then eased 1–2% the next day as concerns over U.S.–China trade flared (Tesla is sensitive to China demand and tariffs) ts2.tech. Year-to-date TSLA is up roughly 80%, far outpacing the S&P 500’s ~17% gain ts2.tech ts2.tech. This strength reflects excitement over Tesla’s growth
23 October 2025
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Gold’s Epic Rally Ends With a Shock Slump: What’s Next for Bullion?

Gold’s Epic Rally Ends With a Shock Slump: What’s Next for Bullion?

Record-Highs to Rout: Gold’s Recent Rollercoaster After months of safe-haven buying and Fed-cut bets, gold blasted off this year – from ~$2,700 in Jan to over $4,000/oz by early October ts2.tech reuters.com. Factors included an embattled U.S. economy (shutdown, debt ceiling), geopolitical strife (Middle East, China-US trade tensions), and aggressive Fed easing expectations reuters.com ts2.tech. Central banks from China to India bought record amounts, and ETF inflows hit ~$64 billion YTD ts2.tech ts2.tech. The climax came Oct 20 when spot gold spiked to ~$4,381 (a new high) reuters.com. But the very next day profit-taking hit. As Ts2.Tech reported, “Gold prices skyrocketed
22 October 2025
Nebius Group Explodes 350% on AI Boom – Microsoft Deal and Earnings Next Week in Spotlight

Nebius Group Explodes 350% on AI Boom – Microsoft Deal and Earnings Next Week in Spotlight

Nebius Group is a Netherlands-based tech firm (spun out of Yandex in 2022) that provides full-stack AI cloud infrastructure. Its high-performance GPU data centers and software help clients (like Cloudflare and Shopify) train and run machine-learning models ts2.tech. CEO Arkady Volozh hailed the Microsoft deal as a “first of [many] major contracts” that will “accelerate the growth of our AI cloud business… in 2026 and beyond” ts2.tech. Investors will be watching Nebius’s Q3 report closely. Analysts expect revenue to remain on a steep growth curve, even if the company is still running losses to fund expansion. As Hamed Khorsand summarized,
22 October 2025
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Verizon Stock Takes a Hit: Analyst Downgrade and CEO Shake-Up Rattle Investors

Verizon Stock Takes a Hit: Analyst Downgrade and CEO Shake-Up Rattle Investors

Analyst Downgrade and Stock Reaction Verizon’s stock sold off on Oct. 21 after BNP Paribas Exane analyst Sam McHugh downgraded the shares to Neutral and cut his target to $44 tipranks.com. “The recent CEO change at Verizon has raised questions about strategy and how aggressively [the company] will be willing to defend share,” he wrote tipranks.com. This follows broader investor caution after Dan Schulman replaced long-time CEO Hans Vestberg on Oct. 6. (Reuters noted that Verizon was already “battling rising competition” amid slowing subscriber growth reuters.com, causing the stock to tumble about 3% on the day of Schulman’s appointment reuters.com.)
22 October 2025
Nuburu Stock Soars on New Defense Deals – Price, News, and Expert Analysis

Nuburu Stock Soars on New Defense Deals – Price, News, and Expert Analysis

Sources: Official press releases and filings (BusinessWire/NYSE American) provide details of the acquisitions and leadership changes businesswire.com businesswire.com. Financial and stock commentary from TechStock² (ts2.tech) and media outlets add analysis: for example, TechStock² notes the Orbit deal spurred a 30% share jump ts2.tech, while CoinCentral highlights real-contract revenue for Nuburu coincentral.com. Stock market sites confirm the price moves benzinga.com ts2.tech and summarize the company’s historic financials (tiny revenues, large losses) ts2.tech. All sources together paint a picture of a penny-stock rocket fueled by defense-tech hype, yet shadowed by risk.
22 October 2025
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AI Buzz Lifts Pegasystems Stock – Pega Shares Soar on Strong Q3 Results and New Platform Launch

AI Buzz Lifts Pegasystems Stock – Pega Shares Soar on Strong Q3 Results and New Platform Launch

Earnings Beat Propels Stock: On October 21, Pega reported Q3 FY2025 results that handily beat forecasts. Quarterly revenue hit $381.4 million, up 17% from a year ago and above the $351M consensus, and adjusted EPS jumped to $0.30 (versus ~ $0.20 expected) stocktwits.com. CEO Alan Trefler emphasized that Pega’s AI strategy – especially its Blueprint and GenAI tools – is “resonating deeply with clients, prospects, and partners, unlocking new levels of speed, predictability, and scale in enterprise applications” businesswire.com. COO/CFO Ken Stillwell noted “strong sales performance powered by Pega Blueprint” and said the company generated $347M in operating cash flow
22 October 2025
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Avadel Stock Rockets on $2.1B Alkermes Buyout Offer – Key Developments & Analyst Takeaways

Avadel Stock Rockets on $2.1B Alkermes Buyout Offer – Key Developments & Analyst Takeaways

Alkermes Buyout Sparks Rally in AVDL Stock On Oct. 22, 2025, Alkermes announced it would acquire Avadel for $18.50 cash per share plus a $1.50 contingent value right (CVR) tied to an FDA approval for idiopathic hypersomnia, valuing the deal at up to $2.1 billion prnewswire.com. The all-cash offer represents roughly a 12% premium to Avadel’s recent trading range. Avadel CEO Greg Divis hailed the terms as “a compelling outcome for our shareholders” prnewswire.com, while Alkermes CEO Richard Pops said the deal is “a pivotal step” to accelerate Alkermes’ entry into the sleep-medicine market prnewswire.com. Avadel’s board and Alkermes’ board have
22 October 2025
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Amphenol (APH) Stock Soars on Record Q3 and AI Boom – Analysts Target $150

Amphenol (APH) Stock Soars on Record Q3 and AI Boom – Analysts Target $150

Amphenol’s stock (NYSE: APH) has erupted this October amid record results and AI-driven demand. The connectors-and-sensors maker is capitalizing on the tech boom. Record-Breaking Q3 Results and Guidance Amphenol’s Q3 2025 results (announced Oct 22) were truly outstanding. Sales hit $6.2 billion – up 53% from a year ago – and adjusted EPS was $0.93 (+86% YoY) businesswire.com, far above analysts’ $0.79 estimate. CEO R. Adam Norwitt said they “closed Q3 with record sales and Adjusted EPS, both significantly exceeding the high end of our guidance” businesswire.com. Operating margin hit a record 27.5% and cash flow was robust ($1.5B). In short, the
22 October 2025
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Applied DNA (BNBX) Stock Surges on $58M Binance BNB Crypto Bet; New Ticker Takes Effect

Applied DNA (BNBX) Stock Surges on $58M Binance BNB Crypto Bet; New Ticker Takes Effect

Recent Market Performance Applied DNA’s share price has been extremely volatile amid its strategic shifts. According to market data, BNBX closed at $3.42 on Oct. 21 (down 2.0% that day) marketscreener.com. It then jumped after hours on Oct. 22 with news of the PIPE closing, trading around $4.49 by 8:43 AM EDT on Oct. 22 benzinga.com. This recent pop follows a 31.62% surge on Oct. 6 when Nasdaq officially changed its symbol to BNBX nasdaq.com. Earlier in October the stock briefly spiked near $5.85 (intraday high) on Oct. 6 tipranks.com. In summary, BNBX has climbed from the low-$3’s to the mid-$4’s over the past week, reflecting
22 October 2025
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Arcturus Therapeutics Stock Soars to New High Then Crashes on Trial Data – What Investors Need to Know

Arcturus Therapeutics Stock Soars to New High Then Crashes on Trial Data – What Investors Need to Know

Stock Performance & Analyst Sentiment Arcturus stock had been riding a wave of positive sentiment through October 2025. On Oct 21 it closed at $23.16 – its highest level in a year marketbeat.com – following stronger-than-expected Q2 results (earnings beat and record revenue). However, on Oct 22 the company’s interim cystic fibrosis data triggered a dramatic sell-off. Investing.com reported that ARCT fell about 50% as investors digested the mixed news ng.investing.com. By pre-market trading the next day it was down over 60% at roughly $9 benzinga.com. MarketBeat confirmed that Guggenheim downgraded the stock to Neutral on Oct 22 marketbeat.com. Overall,
22 October 2025
Beneficient (BENF) Stock Skyrockets 64% After CEO Converts $52M Preferred into Common

Beneficient (BENF) Stock Skyrockets 64% After CEO Converts $52M Preferred into Common

Benficient stock (NASDAQ: BENF) closed Oct 21 at ~$0.49 and jumped ~64% to ~$0.80 after hours when Chairman Thomas O. Hicks and Interim CEO James Silk converted $52.6 M of preferred units into Class A shares investing.com benzinga.com. The company is racing to meet Nasdaq’s listing rules (min. equity $35 M or $1 bid price). Q1 FY2026 results (ended 6/30/25) showed heavy losses (GAAP net loss $7.19/share) but CEO Silk emphasized cost cuts and new capital deals to rebuild cash globenewswire.com scr.zacks.com. Zacks maintains a $2.00 price target, implying ~300% upside scr.zacks.com, though ChartMill notes serious financial weakness (fundamental rating 1/10) chartmill.com.
22 October 2025
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Vicor Stock Skyrockets to 52-Week High After Blockbuster Q3 and AI Licensing Boom

Vicor Stock Skyrockets to 52-Week High After Blockbuster Q3 and AI Licensing Boom

Vicor Corporation (NASDAQ: VICR) shares surged after its Oct. 21 Q3 report, reaching ~$67.82 intraday on Oct. 21 (vs ~$58 the prior close) Marketbeat. The stock is up roughly 30–35% year-to-date (fell to ~$38 low in 2024) and opened Oct 22 near $65–66. Q3 revenue was $110.4 M (up 18.5% YOY) and EPS $0.63, crushing analyst expectations Investing Marketbeat. Analyst firms (Craig-Hallum, Needham) upgraded VICR to Buy with ~$90 price targets, citing strong growth in high-margin IP licensing and next-gen power products Gurufocus Intellectia. Investors are excited by Vicor’s role in AI and data-center power (48V and 800V systems), its recently announced ~$300 M licensing
22 October 2025
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Stock Market Today

Applied Digital stock jumps 25% as AI data-center names rebound — what’s next for APLD

Applied Digital stock jumps 25% as AI data-center names rebound — what’s next for APLD

7 February 2026
Applied Digital Corporation shares jumped 25.52% Friday to $34.95, then slipped to $34.60 after hours. The company reported fiscal Q2 revenue up 250% to $126.6 million and signed leases for 600 MW of data center capacity in North Dakota. Applied Digital broke ground on a new 430‑MW campus in the southern U.S. in January. Financing includes a $100 million promissory note with 8% interest, paid in kind.
Eli Lilly stock pops as FDA targets cheap weight-loss copycats — what to know before Monday

Eli Lilly stock pops as FDA targets cheap weight-loss copycats — what to know before Monday

7 February 2026
Eli Lilly shares rose 3.7% to $1,058.18 Friday after the FDA said it would act against telehealth firm Hims & Hers for marketing a $49 compounded weight-loss pill. The move followed a sharp selloff Thursday when Hims announced plans to sell a version of Novo Nordisk’s Wegovy. Investors remain uncertain how aggressively regulators will police copycat drugs and pricing in the obesity drug market.
Saudi Aramco share price set for Sunday test after Tadawul ends market-making deal

Saudi Aramco share price set for Sunday test after Tadawul ends market-making deal

7 February 2026
Saudi Exchange approved Merrill Lynch KSA’s exit as market maker for Saudi Aramco, effective Feb. 8. Aramco shares closed at 25.60 riyals Thursday, down 0.06, with 22.1 million traded. The Tadawul index fell 1.3% as Brent crude dropped to $67.93. Aramco set March official selling prices at $2.10 above Argus for North America and $0.65 above ICE Brent for Western Europe.
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