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.

Cookie Craze & Coffee Buzz: 7 Brew Drive-Thru and Crumbl Cookies Coming to Salisbury

Cookie Craze & Coffee Buzz: 7 Brew Drive-Thru and Crumbl Cookies Coming to Salisbury

Local Expansion: Crumbl Cookies and 7 Brew Arrive in Salisbury Salisbury’s retail scene is getting sweeter (and more caffeinated). Real estate firm SVN | Miller Commercial reports that Crumbl Cookies – famous for its giant pink-box cookies and rotating menu – secured a lease at The Commons shopping center sbybiz.org. The 2,300-square-foot corner space sits beside Ulta and Best Buy. SVN advisor Kelly Jeter led the search, saying Crumbl’s unique concept and “viral flavors” should excite area residents wmdt.com. Build-out has already started, with a target opening in November – just in time for holiday cookie cravings. Meanwhile, 7 Brew, the Arkansas-born drive-thru
21 October 2025
White House U-Turn: Student Loan Forgiveness Approved for Millions After Court Deal

White House U-Turn: Student Loan Forgiveness Approved for Millions After Court Deal

The Trump administration quietly agreed to a court-supervised settlement with the AFT on Oct. 17, 2025, directing the Department of Education to speed up student loan cancellations under existing federal programs foxbusiness.com timesofindia.indiatimes.com. The deal – awaiting final judge approval – requires DOE to process forgiveness applications for all borrowers who hit the payment threshold in qualifying Income-Driven Repayment (IDR) plans (original ICR, PAYE, and the classic IBR) as long as those plans exist foxbusiness.com timesofindia.indiatimes.com. In practice, this means millions of borrowers who made 20–25 years of payments will finally see remaining balances wiped out, whereas under the administration’s
21 October 2025
Gold Bonanza 2025: Price Soars Past $4,400 as Diamond District Frenzy Hits New York – Is $5,000 Next?

Gold Bonanza 2025: Price Soars Past $4,400 as Diamond District Frenzy Hits New York – Is $5,000 Next?

Historic Rally and Latest Prices This month’s gold rally has been truly historic. After repeatedly breaching $4,000/oz in early October, spot gold surged to about $4,378.69 late on Friday Oct 17 ts2.tech. By the next trading session gold eased back slightly but still held around $4,300/oz. On Oct 21 spot gold was trading near $4,287.89/oz, down about 1.6% from the prior session after peaking at $4,381.21 on Oct 20 reuters.com. Even with this dip, the metal is up roughly 60–63% so far in 2025 reuters.com, making it one of the year’s top-performing assets by a wide margin. This parabolic move
21 October 2025
Illinois Gas Bill Shock: Regulators Poised to Slash Record Utility Rate Hike Proposals

Illinois Gas Bill Shock: Regulators Poised to Slash Record Utility Rate Hike Proposals

<!– Key facts ended; full report follows –> In Illinois, utility regulators are weighing how much of a massive rate increase to approve for Ameren Illinois’s natural gas customers. Ameren filed in January to raise gas delivery rates by $128.8 million statewide. The proposal is intended to fund pipeline upgrades and maintain safety, especially amid a push for cleaner energy sources m.riverbender.com khqa.com. Two Illinois Commerce Commission (ICC) judges recently issued a proposed order recommending a cut of roughly $40–44 million from Ameren’s request khqa.com citizensutilityboard.org. In practical terms, that would still leave about $85–$90 M of new revenue to be collected
20 October 2025
Adobe’s AI Foundry Unveiled: Custom Brand AI Models and What Investors Are Saying

Adobe’s AI Foundry Unveiled: Custom Brand AI Models and What Investors Are Saying

Adobe’s AI Foundry: Custom Generative Models for Brands Adobe’s new Foundry service is designed for enterprises seeking tailor-made AI. Built on the Firefly foundation models (launched in 2023), Foundry fine-tunes AI using a customer’s own logos, design assets and data. Adobe says the resulting models produce “pixel-perfect, brand-protected” images, video and other media investing.com. Hannah Elsakr, Adobe’s VP of GenAI New Business Ventures, explains: “AI Foundry unites years of Adobe innovation and expertise … to help businesses solve today’s most complex content and media production challenges.” investing.com By working directly with Adobe’s AI scientists, brands can rapidly generate branded campaigns.
20 October 2025
What’s Driving American Water Works Stock Up ~4%? Key Facts and Insights

What’s Driving American Water Works Stock Up ~4%? Key Facts and Insights

In-depth analysis: American Water’s share rally comes amid broad market strength and positive utility news. CEO John Griffith highlighted the company’s momentum, saying AWK delivered “solid results for the first half of the year” and is “excited about the outlook for growth in the business” businesswire.com. The utility’s Q2 results support this: adjusted EPS of $1.48 beat last year’s $1.42, and revenues climbed 11.1% as new rate increases and recent acquisitions (like the Nexus Water Group deal adding ~87,000 customer connections) kicked in marketbeat.com businesswire.com. Importantly, management narrowed full-year 2025 EPS guidance to $5.70–$5.75 businesswire.com, reflecting confidence in robust second-half
20 October 2025
Palantir Stock Skyrockets on Massive UK AI-Defense Pact – Could PLTR Eclipse Oracle by 2030?

Palantir Stock Skyrockets on Massive UK AI-Defense Pact – Could PLTR Eclipse Oracle by 2030?

UK Partnership Sparks Growth Hopes Palantir’s biggest news this month came from across the pond. In mid-September the UK Ministry of Defence and government struck a strategic partnership with Palantir, pledging up to £1.5 billion of investment and designating London as Palantir’s European defense HQ gov.uk. This deal — tied to President Trump’s London visit — will embed Palantir’s AI data tools across UK military, intelligence and policing (including systems tested in Ukraine) gov.uk. UK Defence Secretary John Healey hailed it as “a major vote of confidence in UK leadership in defence, data and AI technology” gov.uk. The partnership includes plans
Reddit RDDT Stock Rockets 200% in 2025 After AI Ad Boom, TikTok Sell-Off and Analyst Upgrades

Reddit RDDT Stock Rockets 200% in 2025 After AI Ad Boom, TikTok Sell-Off and Analyst Upgrades

Surging Stock Amid Strong Earnings Reddit’s market debut in March 2024 was modest, but 2025 has been remarkable. After the IPO, RDDT shares have now climbed 6× from launch, gaining over 240% since January ts2.tech ts2.tech. (By comparison, the Nasdaq is up ~20%). The sharp rally reflected back-to-back beats on revenue and user metrics. In late July 2025, Reddit reported Q2 revenue of $500M, up 78% YoY, with ad sales of $465M (+84%) reuters.com ts2.tech. Net income turned positive ($89M vs a loss year-ago) reuters.com ts2.tech, and ad ARPU jumped ~47% YoY ts2.tech. These results exceeded Street estimates handily. The
20 October 2025
Supermicro (SMCI) Stock Soars: Hedge Funds Snatch Up Shares as AI Data Center Boom Accelerates

Supermicro (SMCI) Stock Soars: Hedge Funds Snatch Up Shares as AI Data Center Boom Accelerates

Institutional Trades and Insider Moves Recent SEC filings show hedge funds and asset managers are actively buying and selling SMCI stock. For example, Chevy Chase Trust raised its SMCI holding by 2.6% in Q2, acquiring an additional 6,997 shares (now 271,104 shares worth ~$13.3M) marketbeat.com. Similarly, International Assets Investment Management boosted its stake 18.3% to 31,675 shares (~$1.55M) marketbeat.com. By contrast, TD Asset Management trimmed its position by 3.6%, selling 8,922 shares to hold 238,723 shares (~$11.7M) marketbeat.com. (As MarketBeat notes, institutional investors own about 84.06% of SMCI’s stock marketbeat.com, underscoring the dominance of large holders.) Meanwhile, insiders have been
Bay Area BART CHAOS: Major Delays Monday Leave Commuters Scrambling

Bay Area BART CHAOS: Major Delays Monday Leave Commuters Scrambling

Bay Area commuters faced chaotic commutes Monday morning after BART’s automated systems reported an equipment failure in the underwater Transbay Tube. According to BART alerts, “an equipment problem on the track near Embarcadero” forced all trains to run on one track, triggering “major delays systemwide” cbsnews.com. By 6:30 a.m. the entire Red Line (Richmond–Millbrae) and Green Line (Daly City–Berryessa) were suspended cbsnews.com ktvu.com. Riders bound for Millbrae were told to take a shuttle train via SFO and transfer to the Yellow Line, while Richmond-East Bay travelers had to ride to MacArthur and switch to the Orange Line ktvu.com. “We are
20 October 2025
Nebius (NBIS) Stock Rockets 350% on AI Boom – Bubble or Breakout? Experts Weigh In

Nebius (NBIS) Stock Rockets 350% on AI Boom – Bubble or Breakout? Experts Weigh In

With these factors in mind, let’s dive deeper into Nebius’s story and what analysts are saying. Nebius’s Meteoric Rise on AI Hype Nebius Group (NASDAQ: NBIS) has been one of 2025’s standout tech stocks, riding the AI infrastructure frenzy. After rebranding from Yandex and shifting focus to global AI cloud services in 2024 finviz.com, Nebius’s shares have quadrupled this year. Marcin Frąckiewicz of TechStock² notes NBIS climbed from ~$14 in late 2024 to an all-time high around $132 in early Oct 2025 ts2.tech ts2.tech. The spike followed the Sept. 8 announcement of a $17.4B five-year contract with Microsoft to supply GPU
20 October 2025
Rivian Stock Could Plunge 23%: Analyst Warns of Gloomy EV Demand Ahead

Rivian Stock Could Plunge 23%: Analyst Warns of Gloomy EV Demand Ahead

Analysts Sound the Alarm on Demand. Following the Q3 report and guidance cut, analysts from Mizuho and others have raised red flags. Mizuho’s Vijay Rakesh emphasized that overall EV demand may be stagnating – “EV growth in North America is expected to stay flat in 2026,” he noted tipranks.com. He cut his 2026 delivery forecast to ~60,000 units (down from 68K prior) – well below the ~72K Wall Street consensus tipranks.com – arguing Rivian’s growth targets now look “too aggressive.” Rakesh specifically warned that with the end of the Inflation Reduction Act credits, EVs will become more expensive and demand
20 October 2025
GSI’s AI Breakthrough Slashes Energy by 98% – GPU-Killer Chip Sparks 200% Stock Rally

GSI’s AI Breakthrough Slashes Energy by 98% – GPU-Killer Chip Sparks 200% Stock Rally

Breakthrough Performance Confirmed by Cornell GSI Technology’s Oct. 20 announcement unveiled results from a Cornell University study that benchmarked GSI’s Gemini-I APU against conventional hardware. The Cornell team ran real AI workloads (large-scale RAG) on GSI’s in-memory chip, a standard multi-core CPU, and a high-end Nvidia GPU (A6000). The result: the Gemini-I APU achieved comparable throughput to the Nvidia A6000 GPU globenewswire.com. Crucially, it did so while consuming “over 98% lower energy” than the GPU on large datasets globenewswire.com. In concrete terms, the study found the APU used roughly 1–2% of the energy a GPU requires arxiv.org globenewswire.com. This massive efficiency
Nuclear SPAC Stock Skyrockets: Terrestrial Energy’s SPAC Deal Ignites Investor Frenzy

Nuclear SPAC Stock Skyrockets: Terrestrial Energy’s SPAC Deal Ignites Investor Frenzy

Terrestrial Energy is a Generation-IV nuclear developer known for its IMSR technology ts2.tech businesswire.com. The IMSR is a modular molten-salt reactor that uses low-enriched uranium; it is inherently safe thanks to its fuel salt and temperature control design ts2.tech globenewswire.com. Terrestrial has been building regulatory momentum: besides the recent NRC ruling, Canada’s regulator completed a positive Vendor Design Review in 2023, finding “no fundamental barriers to licensing” the IMSR for commercial use globenewswire.com. The company plans to build first IMSR plants in the early 2030s and markets them not only for electricity but also high-temperature industrial heat (data centers, chemical
APLD Stock Skyrockets on AI Data-Center Boom – What’s Driving the Rally?

APLD Stock Skyrockets on AI Data-Center Boom – What’s Driving the Rally?

Massive Stock Rally on AI Infrastructure News Applied Digital’s stock has been on a tear in 2025, driven by the broader AI data-center boom. In late September and early October, the shares tripled from the high teens to nearly $30 as the market digested a series of AI-related announcements ts2.tech ts2.tech. On Oct. 10, 2025 (Friday after earnings), APLD stock soared 26% intraday reuters.com – adding roughly $2 billion to its market value – as investors cheered its better-than-expected quarterly report and the hype around AI applications like ChatGPT. Reuters noted that “growing demand for AI services such as ChatGPT has
Boeing Back in the Sky: FAA Approval and Jet Orders Lift BA Stock – What Analysts Say

Boeing Back in the Sky: FAA Approval and Jet Orders Lift BA Stock – What Analysts Say

Near-term forecasts: Analysts are watching Boeing’s progress closely. Many note that Boeing still has to clear remaining certification hurdles and manage its supply chain. Aerospace strategist Tony Bancroft (Gabelli Funds) calls Boeing a “long-term winner,” noting its robust backlog and improving controls qz.com. Bernstein’s Harned expects Boeing to meet its year-end production goals now that rework is done investing.com. S&P global analyst Ben Tsocanos (cited in 2024) said new liquidity measures were “prudent” given Boeing’s credit needs. Overall, market-watchers see Boeing’s stock as having room to run if deliveries and cash flow keep improving – but the company’s own caution
20 October 2025
Tariffs & Rare-Earth Gold Rush: Cleveland-Cliffs Stock Surges 19% on New Trade Policies

Tariffs & Rare-Earth Gold Rush: Cleveland-Cliffs Stock Surges 19% on New Trade Policies

Tariff-Fueled Growth in Q3 Cleveland-Cliffs’ Q3 results revealed a tariff-fueled bump in sales. Revenue rose 3.6% year-over-year to $4.73 billion, thanks in part to the 50% tariff on imported steel imposed earlier this year marketscreener.com. The company shipped 4.0 million net tons of steel (vs 3.8 M last year), reflecting stronger orders from automakers investorshub.advfn.com. However, CLF still posted a GAAP net loss of $251 million ($0.51/share), nearly unchanged from a year ago marketscreener.com. Adjusted loss was $0.45/share, in line with forecasts. Management emphasized that new long-term contracts with Detroit automakers (Ford, GM, etc.) were secured under the new trade rules. As
20 October 2025
Bit Digital (BTBT) Poised for Breakout as It Dumps Bitcoin Mining and Goes All-In on Ethereum

Bit Digital (BTBT) Poised for Breakout as It Dumps Bitcoin Mining and Goes All-In on Ethereum

BTBT Stock Performance & Technical Outlook Bit Digital stock is trading around $3.65 on October 20, 2025, having slipped about 1% in the recent session. Over the past week the shares fell roughly 10% (from multi-week highs around $4.10), but remain up ~25% since late September Tradingview. The pullback comes after a strong rally fueled by the company’s Ethereum pivot and fundraising. On the charts, BTBT sits comfortably above its key moving averages: the 50-day simple moving average is roughly $3.0–$3.2, above the 200-day near $2.65–$2.70. This “golden cross” of shorter over longer MA is typically a bullish sign. The
GE Aerospace (GE) Stock Rockets Past $300 – Bullish or Overheated?

GE Aerospace (GE) Stock Rockets Past $300 – Bullish or Overheated?

Surging Stock Performance GE Aerospace shares have gone vertical in 2025. As of Oct. 17 the stock closed right around $300 ts2.tech, roughly double its late-2024 lows and +78% year-to-date ts2.tech – one of the best gains among mega-cap industrials. The 52-week range is just $159–$307 ts2.tech, and the stock now trades well above its 50- and 200-day moving averages. Trading volumes remain robust (typically over 1 million shares/day ts2.tech), and analysts note the price is hugging the record set in Sept. 2025 (~$305 ts2.tech). This rally reflects growing investor confidence after GE split off its energy and healthcare units, leaving
Lynas Rare Earths (ASX:LYC) Stock Skyrockets on US Magnet Deal – Bubble or Breakout?

Lynas Rare Earths (ASX:LYC) Stock Skyrockets on US Magnet Deal – Bubble or Breakout?

Lynas Rare Earths Stock vs. Key Events (2025) – LYC climbed throughout 2025 on strong production, price trends, and Western supply-chain deals. In September/August it raised A$750M via equity to fund growth intelligentinvestor.com.au. The Oct. 8 Noveon Magnetics MoU then sent LYC to a 14-year high aljazeera.com abc.net.au. By mid-Oct, profit-taking and market jitters trimmed LYC back toward A$18–19 sharecafe.com.au. Lynas’ Operations and Growth Strategy Lynas Rare Earths operates the Mt Weld mine (WA) and a processing plant in Malaysia (LAMP), making it “the largest rare-earth producer outside China” ts2.tech. It delivers separated oxides (NdPr, DyTb, etc.) used in magnets,
20 October 2025
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Stock Market Today

Keppel stock price in focus as broker lifts target and dividend clock ticks

Keppel stock price in focus as broker lifts target and dividend clock ticks

8 February 2026
Keppel shares closed at S$11.64 on Friday, up 0.17%, outperforming the Straits Times Index. UOB Kay Hian raised its target price to S$13.23 after Keppel announced a 38% higher FY2025 dividend, with key dates set for April. The M1 sale remains delayed pending regulatory approval. Investors await updates on asset sales and dividend plans when trading resumes Monday.
DBS share price: DBS Group Holdings stock in focus before Feb 9 earnings

DBS share price: DBS Group Holdings stock in focus before Feb 9 earnings

8 February 2026
DBS closed at S$59.30 on Friday, down 0.6%, ahead of its full-year results due before market open on Feb. 9. Singapore shares fell 0.8% the same day as regional markets slid. Investors await updates on DBS’s margins and capital return plan. Singapore’s Budget 2026 is set for Feb. 12, with UOB and OCBC results later this month.
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