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.

Why Zeta Global (ZETA) Stock Is Soaring: 17 Straight Beats, AI Power, and Big Upside Ahead

Why Zeta Global (ZETA) Stock Is Soaring: 17 Straight Beats, AI Power, and Big Upside Ahead

Latest News & Catalysts (Early November 2025) Zeta Global made headlines on November 4, 2025 by reporting stellar third-quarter results and raising its guidance for the 17th straight quarterinvestors.zetaglobal.com. The Q3 earnings release showed better-than-expected revenue and profits, prompting a surge of optimism from investors and analysts alike. By the next day (Nov 5), ZETA’s stock price had soared roughly 15% in heavy trading as the market digested the newsstockanalysis.com. This marked a sharp positive turnaround, especially considering that just a few months prior the stock was languishing near yearly lows. Financial media outlets dubbed Zeta’s Q3 a “beat-and-raise” performance
Digital Turbine’s Wild 2025 Ride: APPS Stock Soars 300% on Mobile Ad Comeback – What Investors Need to Know

Digital Turbine’s Wild 2025 Ride: APPS Stock Soars 300% on Mobile Ad Comeback – What Investors Need to Know

Company Background & Business Model Digital Turbine, Inc. (NASDAQ: APPS) is a mobile advertising technology company that provides an independent mobile growth platform for app publishers, advertisers, wireless carriers, and device OEMsfinviz.com. Founded in the late 1990s (as Mandalay Media) and later reimagined under CEO Bill Stone in 2014dcfmodeling.com, Digital Turbine’s mission has evolved to simplify content discovery and monetization on mobile devices. The company’s core platform is installed directly on smartphones, enabling app recommendations, pre-installs, and content experiences out-of-the-box. How it works: Digital Turbine partners with leading smartphone manufacturers and telecom operators to embed its software (notably the Ignite
SMX (Security Matters) PLC Stock Rockets on Supply Chain Tech Breakthroughs – Can the 2025 Comeback Last?

SMX (Security Matters) PLC Stock Rockets on Supply Chain Tech Breakthroughs – Can the 2025 Comeback Last?

Figure: SMX’s technology bridges physical materials with digital records. The company’s platform “embeds encrypted identifiers into a wide range of materials, including plastics, metals, and liquids,” linking each product to a tamper-proof digital “passport” that verifies its entire lifecyclestocktwits.comstocktwits.com. This novel approach aims to convert trust and transparency into tangible value – for example, by proving recycled content or ethical sourcing, companies can potentially secure better financing terms and brand premiumsaccessnewswire.comaccessnewswire.com. Comparative Context: SMX operates in a niche intersection of blockchain, materials science, and supply chain management. Unlike traditional track-and-trace solutions (e.g. RFID tags or QR codes which can be
Recursion Pharmaceuticals (RXRX) – AI Drug Discovery Breakthroughs, CEO Shakeup & 2025 Stock Outlook

Recursion Pharmaceuticals (RXRX) – AI Drug Discovery Breakthroughs, CEO Shakeup & 2025 Stock Outlook

Below we dive into a detailed analysis of RXRX – covering the latest developments, the company’s AI-powered business model, financials, key partnerships, expert commentary, technical trends, forecasts, and how Recursion compares to other AI-focused biotech players. Latest Developments and News (Early November 2025) Q3 2025 Earnings & Milestone: Recursion’s third-quarter 2025 report (released Nov 5) was a mixed bag. The company posted quarterly revenue of $5.2 million, a steep drop from $26.1 million in Q3 last yearstocktitan.net. This was a significant miss versus Wall Street’s ~$17 million forecast, reflecting the lumpy nature of partnership payments (no big milestone was booked as revenue in Q3)
Plug Power’s Hydrogen Comeback: Why PLUG Stock Skyrocketed 226% – and What’s Next

Plug Power’s Hydrogen Comeback: Why PLUG Stock Skyrocketed 226% – and What’s Next

Business Model and Market Position Plug Power’s business model centers on building a full “hydrogen ecosystem” – from hydrogen production and storage to fuel cell power generation for end-usersinvesting.com. The company pioneered the use of hydrogen fuel cell systems in material handling equipment (like forklifts), effectively replacing traditional lead-acid batteries in warehouse forklifts and industrial trucksfinviz.com. Its flagship GenDrive fuel cells and GenFuel hydrogen storage/fueling units are used by major customers such as Walmart, Amazon, Home Depot, BMW, and BPinvesting.com. Today, Plug Power positions itself as a “one-stop” hydrogen solutions provider. It has deployed over 72,000 fuel cell systems and
Intel Stock Rollercoaster: Big Rally, CEO Shake-Up, and AI Ambitions Fuel 2025 Outlook

Intel Stock Rollercoaster: Big Rally, CEO Shake-Up, and AI Ambitions Fuel 2025 Outlook

Stock Price & Recent Performance Intel’s share price has been on a rollercoaster in 2025. After languishing earlier, the stock went on a record-setting rally this fall – notching the largest 5-day gain in Intel’s trading history – before abruptly reversing course this weekitiger.com. As of November 5, INTC trades around $37, down about 6% from the prior day’s close. This mid-week slide ended the hot streak, as analysts poured cold water on speculative breakup rumors involving TSMC and Broadcomitiger.com. Despite the pullback, Intel is still up over 80% year-to-date, dramatically outperforming the S&P 500. In fact, even after the
Palantir Stock Skyrockets 150% – Inside the AI Defense Giant’s Epic 2025 Rally

Palantir Stock Skyrockets 150% – Inside the AI Defense Giant’s Epic 2025 Rally

Company Background and Business Model Palantir Technologies is a pioneering data analytics and software company founded in 2003 by Peter Thiel, CEO Alex Karp, and others. Originally known for its work with U.S. intelligence agencies, Palantir built its reputation developing “big data” platforms for defense and national security. Its flagship Gotham platform is widely used by government and military clients to synthesize intelligence data, while its Foundry platform serves commercial enterprises in industries from finance to healthcare. In 2023, Palantir launched its new Artificial Intelligence Platform (AIP) to bring the power of large language models and AI agents into these
The Surprising Upside in CCC Intelligent Solutions (CCCS): Why This Under-the-Radar SaaS Stock Could Soar

The Surprising Upside in CCC Intelligent Solutions (CCCS): Why This Under-the-Radar SaaS Stock Could Soar

Company Background and Business Model CCC Intelligent Solutions Holdings Inc. is a Chicago-based software-as-a-service provider for the property & casualty (P&C) insurance industry. Founded in 1980, CCC has spent decades building a platform that digitizes the insurance claims process – especially auto insurance claims – by connecting key participants (insurers, collision repair shops, car manufacturers, parts vendors, lenders, etc.) in one network Marketbeat Stockanalysis. Its flagship CCC ONE® platform and related solutions enable AI-driven estimating, workflow automation, telematics data, and analytics to streamline everything from accident photo estimates to parts sourcing and claims payments. Importantly, CCC operates a “multi-sided” network
Roche’s $3.5B Bet on 89bio (ETNB) – Stock Soars to New Highs as NASH Breakthrough Looms

Roche’s $3.5B Bet on 89bio (ETNB) – Stock Soars to New Highs as NASH Breakthrough Looms

Recent Developments and News (Nov 2025) 89bio has dominated biotech headlines in late 2025 due to Roche’s takeover move. On October 30, 2025, Roche announced it had successfully completed a tender offer for 89bio at $14.50/share + a $6.00 CVR, and would immediately merge 89bio into its subsidiaryroche.cominvesting.com. By acquiring over 60% of shares in the tender (and securing another ~27% via guaranteed delivery), Roche was able to execute a short-form merger without a shareholder voteinvesting.cominvesting.com. All remaining ETNB shares will convert into the same $14.50 + CVR deal, and 89bio’s stock will cease trading on Nasdaqinvesting.comroche.com. The merger is the culmination
5 November 2025
Arista Networks Stock Skyrockets 40% YTD on AI Boom – But Q3 Guidance Triggers Pullback

Arista Networks Stock Skyrockets 40% YTD on AI Boom – But Q3 Guidance Triggers Pullback

Stock Performance & Technical Analysis Arista’s stock price has been on a tear in 2025, buoyed by investor enthusiasm for AI and cloud infrastructure plays. As of November 5, 2025, ANET traded around the mid-$150s per share, up roughly 40% year-to-datextb.com. This surge far outpaced the broader market, reflecting Arista’s pivotal role in powering AI data centers. In fact, even after a post-earnings drop, the stock was almost 39% higher in 2025 to date – a return well ahead of the S&P 500’s ~15% gainsiliconangle.com. However, shares pulled back sharply (about 12–13%) in early November after the company’s Q3 results.
DigitalOcean Stock Skyrockets on AI Momentum and Earnings Beat – What’s Next for DOCN?

DigitalOcean Stock Skyrockets on AI Momentum and Earnings Beat – What’s Next for DOCN?

Current Stock Price & Recent Performance DigitalOcean’s stock has seen dramatic near-term gains on the back of its latest earnings news. The shares closed at $39.11 on Nov. 4, 2025marketbeat.com, then soared roughly 15–17% in pre-market and early trading after the Q3 report to around the mid-$45 rangemarketbeat.com. This post-earnings rally stands out because the stock had been relatively flat in the month prior (up just ~1–3% in October) before optimism built ahead of the reportchartmill.com. On October 31, for example, DOCN jumped over 7% intraday to ~$41 on strong momentum and anticipationmarketsmojo.com. Even after the recent surge, DOCN trades
Cheer Holding (CHR) Stock Skyrockets on Buyout Bids – Inside the AI Innovator’s Rollercoaster Ride

Cheer Holding (CHR) Stock Skyrockets on Buyout Bids – Inside the AI Innovator’s Rollercoaster Ride

Company Overview: A Niche Chinese Digital Ecosystem Cheer Holding, Inc. is a China-based provider of advanced mobile internet infrastructure and digital content platforms. Through its subsidiaries, Cheer offers advertising and content production services in the Chinese market. The company has built a suite of consumer apps and services under the “CHEERS” brand, aiming to create an integrated digital ecosystem. Its flagship offerings include CHEERS Video (a short-video and live streaming app), CHEERS e-Mall (an e-commerce platform blending livestream shopping and online games), and CHEERS App which combines professionally-produced content with shopping features. In recent years, Cheer Holding has pivoted heavily
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Stock Market Today

SGX share price dips at week’s end after record profit; what investors watch next

SGX share price dips at week’s end after record profit; what investors watch next

7 February 2026
Singapore Exchange shares closed 0.4% lower at S$17.57 on Friday, despite reporting record half-year results and a higher dividend earlier in the week. Broker targets diverged after the update, with Maybank and DBS raising targets while Citi stayed bearish. Investors are watching for signs of momentum from derivatives and equity-market reforms as the next session opens Monday.
South32 share price drops 4% in ASX rout — what investors watch before results

South32 share price drops 4% in ASX rout — what investors watch before results

7 February 2026
South32 shares fell 4.1% to A$4.41 Friday as Australian miners dropped in the worst ASX session since April 2025. The S&P/ASX 200 lost 2%, erasing almost A$70 billion in value. South32’s half-year results and interim dividend decision are set for Feb. 12. Markets reopen Monday with investors watching for further volatility.
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