Today: 9 November 2025
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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.

Markets in Limbo: Stocks Soar on Trade Truce Hopes – But Is a Pullback Imminent?

Markets in Limbo: Stocks Soar on Trade Truce Hopes – But Is a Pullback Imminent?

Market Snapshot and Reactions Last Week’s Close: U.S. indices ended sharply lower on Friday, Oct 10 (the last trading day). The Dow Jones Industrials fell 878.82 points (−1.9%) to 45,479.60 nasdaq.com. The tech-heavy Nasdaq Composite plunged 820.20 points (−3.6%) to 22,204.43 nasdaq.com — its steepest drop since April 10. The S&P 500 lost 182.60 points (−2.7%) to 6,552.51, its largest single-day slide since April 10 nasdaq.com. Only one of the 11 S&P sectors managed a gain. Market breadth was weak: for example, the XLK technology ETF fell 4.1%, and most stocks declined nasdaq.com. The VIX “fear gauge” jumped to 21.66
13 October 2025
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Nvidia-Backed AI Data-Center Stock APLD Rockets on $11B Deal – Too Late to Buy?

Nvidia-Backed AI Data-Center Stock APLD Rockets on $11B Deal – Too Late to Buy?

Business & Market Context Applied Digital (APLD) started as a crypto-hosting company but has aggressively pivoted into AI and cloud infrastructure. Its flagship “Polaris Forge” projects in North Dakota are purpose-built AI data-center campuses: ultra-efficient facilities cooled by closed-loop liquid systems (Design PUE ~1.18) and powered by abundant local hydro power. These campuses will serve “hyper-scale” AI workloads, primarily training large language models and other machine learning tasks. As Motley Fool explained, APLD “designs, builds, and operates high-performance, sustainably engineered data centers and colocation services for artificial intelligence, cloud, networking, and blockchain workloads.” nasdaq.com. In practice, the company is effectively
13 October 2025
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Mega Metal Rally! Gold Rockets Past $4,000 as Silver Nears $52 on Debasement Fears

Mega Metal Rally! Gold Rockets Past $4,000 as Silver Nears $52 on Debasement Fears

Market Context: While metals are surging, U.S. equities have wavered. On Oct. 13, 2025, the Dow Jones fell ~1.9% to 45,480, the S&P 500 slid ~2.7% (≈6,552), and the Nasdaq plunged ~3.6% (≈22,204) investing.com investing.com. Tech giants saw steep losses (e.g. Nvidia, Amazon down ~5%). The contrast underscores a classic flight to safety: amid geopolitical turmoil (Middle East ceasefire, Ukraine war, trade wars) and U.S. policy gridlock (government shutdown), investors are hedging with “hard” assets. Why Prices Are Climbing: According to market experts, gold and silver are rallying on broad macro factors, not just short-term news investing.com theguardian.com. Investors worry that
13 October 2025
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Stocks Surge as Trump Eases China Tariff Threats – Fed Rate-Cut Hopes Ignite Rally

Stocks Surge as Trump Eases China Tariff Threats – Fed Rate-Cut Hopes Ignite Rally

U.S. stock futures roared higher Monday as traders seized on softer trade rhetoric. Trump had threatened on Friday “massive” new tariffs on China, briefly sparking the Nasdaq’s worst single-day drop in months investopedia.com. He warned of 100% levies and cutting a summit with China’s Xi Jinping, which sent Friday’s S&P 500 down 2.7% and Nasdaq down 3.6% investopedia.com. But over the weekend Trump posted on Truth Social that “it will all be fine” with China and the U.S. did not want to “hurt” its economy investopedia.com. This reprieve calmed markets. Dow futures added +1.0%, S&P futures +1.3%, Nasdaq +1.9% by
13 October 2025
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Apple Shake-Up: Cook’s Successor, Vision Air Axed & Stock Price Soars?

Apple Shake-Up: Cook’s Successor, Vision Air Axed & Stock Price Soars?

Who’s Next at the Top of Apple? All signs point to an upcoming CEO transition. Tim Cook (age 64) will turn 65 next month, sparking speculation he may begin winding down his tenure benzinga.com macrumors.com. Bloomberg’s Mark Gurman – quoting anonymous Apple insiders – reports that Cook’s hardware-engineering chief John Ternus has been groomed as the “most likely heir apparent” macrumors.com. Ternus joined Apple in 2001 and rose to SVP of Hardware Engineering in 2021 macrumors.com. He has led the design of iPhones, iPads and Macs, and was prominently featured as the public face of the recent “iPhone Air” launch
13 October 2025
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MicroStrategy Stock Skyrockets on Bitcoin Frenzy – Will Saylor’s $70B Crypto Bet Pay Off?

MicroStrategy Stock Skyrockets on Bitcoin Frenzy – Will Saylor’s $70B Crypto Bet Pay Off?

A Bitcoin-First Business Model Originally an enterprise analytics software firm, MicroStrategy has become essentially a bitcoin treasury. As of late September 2025 the company held about 640,000 BTC on its balance sheet mitrade.com ts2.tech. Those coins were bought over years at an aggregate cost of ~$46B (≈$70–73K per coin) ts2.tech. At today’s bitcoin prices (well above $120K), that stash is valued around $70–$75B – far eclipsing the ~$97B equity market cap of MSTR ts2.tech. In fact, Strategy (MSTR) now holds more Bitcoin than any other public entity, even exceeding the U.S. government’s ~198,000 BTC mitrade.com reuters.com. This massive pile of
13 October 2025
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Stocks Retreat as AI Hype Meets Shutdown and Trade Fears – What’s Next?

Stocks Retreat as AI Hype Meets Shutdown and Trade Fears – What’s Next?

Market Update: Rally Pauses, Tech Leads Losers U.S. stocks gave back early gains as investors “paused to assess the optimism around AI and interest-rate cuts” x.com. On Friday Oct. 10, the Dow closed around 45,480 (down ~1.9%), the S&P 500 about 6,552 (–2.7%) and the Nasdaq roughly 22,204 (–3.6%) reuters.com nasdaq.com. Over the week, the S&P and Nasdaq had their worst weeks in months as global trade fears resurfaced. The declines were broad-based: 10 of 11 S&P sectors fell, with big drops in tech and consumer discretionary nasdaq.com. Volatility spiked – the VIX fear index jumped 32% to ~21.7, its highest since
13 October 2025
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Microsoft Stock Set to Explode: AI Boom & Cloud Growth Propel MSFT to New Highs

Microsoft Stock Set to Explode: AI Boom & Cloud Growth Propel MSFT to New Highs

Stock Price & Recent Performance Microsoft’s stock price reached a record high of about $555.45 on July 31, 2025 tradingview.com. Since then it has pulled back modestly, closing around $510.96 on Oct 10, 2025 stockanalysis.com. Over the last week MSFT dipped ≈–1.2%, though it remains +23.1% higher than a year ago tradingview.com. (In extended trading on Oct 13, the stock was up sharply, reflecting early optimism, trading near $518.4 stockanalysis.com.) MarketBeat notes the average 12-month target is about $618 marketbeat.com (21% above current levels), while some analysts’ top targets approach $650–$700 marketbeat.com. Trading metrics remain high: market cap ~$3.8 trillion tradingview.com,
13 October 2025
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Walmart’s 470% Rally: Is a $1 Trillion Market Cap Next?

Walmart’s 470% Rally: Is a $1 Trillion Market Cap Next?

Walmart’s Trillion-Dollar Potential In 2018 Apple became the first U.S. company to breach a $1 trillion market cap, with tech giants like Microsoft, Amazon, Alphabet, Meta, Tesla – and most recently Nvidia – joining the club. Brick-and-mortar giant Walmart could be next. Motley Fool analyst Jon Quast points out that Walmart’s current $820B market cap would only need a ~22% jump to hit $1T nasdaq.com. He notes the company has delivered a 470% total return in 15 years (680% with dividends) nasdaq.com, thanks to its scale and diversification. This dramatic run, driven by repeat store visits and steady online growth,
13 October 2025
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IREN’s 500% Rally: How a Bitcoin Miner Became an AI Cloud Juggernaut

IREN’s 500% Rally: How a Bitcoin Miner Became an AI Cloud Juggernaut

IREN’s AI-Cloud Strategy IREN started as Iris Energy, a clean-energy Bitcoin miner, but is now aggressively pivoting to AI data centers. It owns hydro- and wind-powered sites in Canada and Texas, giving it some of the industry’s lowest power costs (~$0.03–$0.038/kWh) ts2.tech ts2.tech. Management has redeployed idle mining capacity into AI compute. In August 2025 IREN was named an “NVIDIA Preferred Partner,” granting it privileged access to high-end GPUs bitget.com. The late-September GPU order added 7,100 Nvidia Blackwell B300s, 4,200 Nvidia Blackwell B200s and 1,100 AMD MI350X cards theminermag.com. This brings the fleet to ~23,000 units (including the existing ~1,900
13 October 2025
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Crypto Stocks Explode as Bitcoin Smashes Records – 5 Hot Picks for October 2025

Crypto Stocks Explode as Bitcoin Smashes Records – 5 Hot Picks for October 2025

With fresh records and high volatility, investors are scouring the market for crypto-linked equities. Below we dive deeper into recent news, expert commentary, and outlooks for Bitcoin and its key stock proxies. Bitcoin’s “Uptober” Rally and Record Highs Bitcoin’s bull run accelerated in early October. After touching a peak near $124,480 in August (per Reuters), BTC broke above $125K on Oct 5, 2025 – a new all-time high reuters.com. The rally was fueled by massive demand for Bitcoin ETFs (BlackRock’s spot Bitcoin ETF took in ~800,000 BTC recently) ts2.tech, high inflation concerns, a weakening dollar (down ~12% YTD), and safe-haven
13 October 2025
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Energy Fuels (UUUU) Stock Skyrockets on Rare-Earth Breakthrough & Uranium Boom

Energy Fuels (UUUU) Stock Skyrockets on Rare-Earth Breakthrough & Uranium Boom

Recent News Company Overview and Strategy Energy Fuels’ core operations include the Pinyon Plain high-grade uranium mine and the White Mesa Mill in Utah (pictured). It was founded in 1987 and today is “a Colorado-based player in… critical minerals — think uranium, rare earth element (REE) processing, vanadium production, and heavy mineral sands operations” finimize.com. The company has been the leading U.S. producer of uranium concentrate for several years investors.energyfuels.com, supplying nuclear utilities for carbon-free power. It owns multiple uranium assets (conventional and ISR) and in 2024-25 ramped up Pinyon Plain (AZ) to record grades and output investors.energyfuels.com. Energy Fuels
13 October 2025
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