Today: 8 February 2026
Subscribe

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.

Amazon Bets $50 Billion on Federal AI: Inside AWS’s Massive New Supercomputing Push for US Government Agencies

Amazon Bets $50 Billion on Federal AI: Inside AWS’s Massive New Supercomputing Push for US Government Agencies

Published: November 26, 2025 Amazon has just made one of the biggest infrastructure commitments ever aimed at the public sector: up to $50 billion to build out dedicated artificial intelligence (AI) and supercomputing capacity for U.S. government customers of Amazon Web Services (AWS). The multi‑year program, announced November 24 and now rippling through Washington and Wall Street, will add roughly 1.3 gigawatts of new computing power across AWS’s Top Secret, Secret and GovCloud regions starting in 2026. About Amazon+1 At full scale, that’s about as much electricity as nearly one million U.S. homes consume, all pointed at AI workloads for
26 November 2025
·
Australia Inflation Jumps to 3.8% as Energy Rebates Fade, Raising RBA Rate Hike Bets

Australia Inflation Jumps to 3.8% as Energy Rebates Fade, Raising RBA Rate Hike Bets

Australia’s new monthly CPI shows inflation at 3.8% in October 2025, driven by power and housing, as markets rethink RBA cuts and watch energy rebate plans. Australia’s inflation fight has taken a sharp and politically sensitive turn. Fresh figures from the Australian Bureau of Statistics (ABS) show annual inflation rising to 3.8% in October 2025, up from 3.6% in September, as soaring electricity and housing costs squeeze households and upend expectations of early interest rate cuts from the Reserve Bank of Australia (RBA). Australian Bureau of Statistics+1 The jump comes just as Treasurer Jim Chalmers hints at a possible extension
26 November 2025
·
RBNZ Cuts Official Cash Rate to 2.25% and Signals End of Easing Cycle as New Zealand Economy Starts to Recover

RBNZ Cuts Official Cash Rate to 2.25% and Signals End of Easing Cycle as New Zealand Economy Starts to Recover

On 26 November 2025, the Reserve Bank of New Zealand (RBNZ) cut the Official Cash Rate (OCR) by a further 25 basis points to 2.25%, taking interest rates to their lowest level since mid‑2022 and likely marking the bottom of this long easing cycle. Reuters+1 The move was widely expected – but the message around it was just as important as the cut itself. Key points at a glance RBNZ delivers another 25‑point cut – and hints the bottom is in Meeting in Auckland for its last review of 2025, the RBNZ reduced the OCR from 2.50% to 2.25%, saying
26 November 2025
US IPO Market 2025: Shutdown Backlog, SEC Deregulation and a Narrow December IPO Window

US IPO Market 2025: Shutdown Backlog, SEC Deregulation and a Narrow December IPO Window

November 26, 2025 After a red‑hot first three quarters, the US IPO market is ending 2025 in a far more fragile mood. A record‑length government shutdown has left the Securities and Exchange Commission (SEC) digging through an “epic” filing backlog, volatility has cut IPO returns to single digits, and the December equity capital markets (ECM) window is suddenly looking very tight. CFO Dive+2Insurance Journal+2 At the same time, the regulator’s drive to “make IPOs great again” by easing rules for issuers is colliding with investor caution and weak aftermarket performance. Law firms and banks are busy again – but much
26 November 2025
Budget 2025: How Rachel Reeves’ Income Tax Threshold Freeze Could Hit Your Pay Packet by 2030

Budget 2025: How Rachel Reeves’ Income Tax Threshold Freeze Could Hit Your Pay Packet by 2030

As Rachel Reeves delivers her high‑stakes Autumn Budget 2025 today (26 November), one measure looms larger than almost any explicit “tax rise”: a plan to freeze income tax thresholds for longer – the classic “stealth tax” that lets inflation quietly do the work. The chancellor has already ruled out breaking Labour’s manifesto pledge not to raise the rates of income tax, VAT or employee National Insurance. But she is leaning heavily on threshold freezes and a raft of other targeted tax changes to plug a £20–30bn hole in the public finances.Sky News+2The Guardian+2 Here’s what we know so far today,
26 November 2025
Salary sacrifice crackdown: How Rachel Reeves’ UK Budget 2025 pension tax raid could hit millions of workers

Salary sacrifice crackdown: How Rachel Reeves’ UK Budget 2025 pension tax raid could hit millions of workers

26 November 2025 Chancellor Rachel Reeves is hours away from delivering her second Budget – and one idea is dominating the headlines this morning: a clampdown on salary sacrifice for pensions that critics are already calling a “stealth tax” on workers’ retirement savings. According to multiple briefings, Reeves is expected to cap the amount of pay people can divert into pensions via salary sacrifice while escaping National Insurance, with the limit widely tipped to be set at £2,000 a year.The Guardian+2Sky News+2 The move is part of a wider pensions tax package that could raise more than £3bn a year,
26 November 2025
Global IRA Trends on November 26, 2025: Singapore’s Retirement Shift, Market Stability and 2026 Contribution Limits

Global IRA Trends on November 26, 2025: Singapore’s Retirement Shift, Market Stability and 2026 Contribution Limits

On November 26, 2025, a wave of coverage from outlets like Meyka, SSBCrack, El‑Balad and others shows a clear message: Individual/Investment Retirement Accounts (IRAs) are attracting more attention than ever, but their market impact remains surprisingly stable. At the same time, new 2026 contribution limits in the U.S. and structural changes in Singapore’s markets are reshaping how savers plan for retirement. IRS+3Meyka+3SSBCrack News+3 This article pulls together today’s key IRA‑related developments from Singapore, the U.S. and Australia, and explains what they mean for long‑term investors. Why IRAs Are in the Spotlight in Late 2025 Several forces are pushing IRAs and
26 November 2025
·
Lloyds Share Price Jumps as UK Bank Tax Fears Ease – Is the Latest Rally a Fresh Buying Opportunity?

Lloyds Share Price Jumps as UK Bank Tax Fears Ease – Is the Latest Rally a Fresh Buying Opportunity?

Lloyds Banking Group shares were back in the spotlight on Tuesday, 25 November 2025, as investors cheered signs that the UK’s new government will spare banks from a fresh tax raid in Wednesday’s Budget. At the same time, analysts remain split on whether the stock is now cheap, fairly valued or running ahead of fundamentals. Lloyds share price today: banks rally on Budget tax reprieve Lloyds Banking Group’s London-listed shares (LSE: LLOY) closed around 90.2p, up roughly 3.2% on the day, after opening at 89.14p and trading as high as 91.44p. That puts the FTSE 100 lender within sight of
25 November 2025
Oracle’s $300 Billion OpenAI Bet Backfires: Stock Slump Erases $130 Billion From Larry Ellison’s Fortune

Oracle’s $300 Billion OpenAI Bet Backfires: Stock Slump Erases $130 Billion From Larry Ellison’s Fortune

Published: November 25, 2025 Oracle’s spectacular AI-driven rally has flipped into an equally dramatic hangover. Just weeks after Larry Ellison briefly claimed the title of world’s richest person on the back of a $300 billion cloud deal with OpenAI, Oracle’s share price has gone into reverse. The stock is now down more than 39% in two months, wiping roughly $130 billion from Ellison’s net worth and knocking him down to third place on the Bloomberg Billionaires Index, behind Elon Musk and Alphabet co‑founder Larry Page. The Business Times+1 On Tuesday, November 25, Oracle shares were trading around the $190–$200 range, extending a
25 November 2025
···
TransUnion (TRU) in Focus: Snappt Deal, Credit‑Washing Crackdown and New Canadian Debt Data Fuel Fresh Valuation Debate

TransUnion (TRU) in Focus: Snappt Deal, Credit‑Washing Crackdown and New Canadian Debt Data Fuel Fresh Valuation Debate

1. Today’s headline: Canadian consumer debt hits CA$2.6 trillion The biggest TransUnion news today, 25 November 2025, comes from its Canadian arm. In its Q3 2025 Credit Industry Insights Report (CIIR), TransUnion Canada reports that total consumer debt rose about 4.1% year over year to CA$2.6 trillion. Mortgage balances account for roughly CA$1.89 trillion of that total, with non‑mortgage debt around CA$673 billion. newsroom.transunion.ca+1 Several dynamics stand out: For lenders and investors, the message is nuanced: headline credit performance is holding up, but pockets of consumer strain are becoming more concentrated. For TransUnion, it underscores why lenders rely on increasingly
25 November 2025
Carnival vs. Royal Caribbean: Stock Showdown, New Trade Perks and a Record‑Breaking Lazy River – Cruise Industry Update for 25 November 2025

Carnival vs. Royal Caribbean: Stock Showdown, New Trade Perks and a Record‑Breaking Lazy River – Cruise Industry Update for 25 November 2025

On 25 November 2025, the battle for cruise supremacy between Carnival Corporation (CCL) and Royal Caribbean (RCL) is playing out on three fronts at once: Here’s what’s happening today, and what it means for investors, travel agents and future cruisers. 1. Markets today: Cruise stocks slide despite bullish long‑term story Cruise line shares are under pressure even as demand remains strong. On Monday, Carnival stock fell about 7%, with Royal Caribbean down roughly 3.3% and Norwegian Cruise Line off 2.5%, after management commentary highlighted near‑term headwinds such as a softer U.S. macro backdrop and rising Caribbean capacity. Investing.com According to
25 November 2025
·
CarGurus (CARG) Draws Fresh Hedge Fund Buying After Q3 Earnings Beat – What Today’s 13F Filings Reveal (25 November 2025)

CarGurus (CARG) Draws Fresh Hedge Fund Buying After Q3 Earnings Beat – What Today’s 13F Filings Reveal (25 November 2025)

Today’s batch of U.S. 13F disclosures shows another wave of institutional money moving into online auto marketplace CarGurus, Inc. (NASDAQ: CARG), even as a few firms take profits after a strong run in the shares. On 25 November 2025, new filings highlight: With CarGurus coming off an earnings beat in early November and trading in the mid‑$30s, these moves offer an updated snapshot of how professional investors see the stock heading into year‑end. FinancialContent+2MarketBeat+2 Key takeaways What CarGurus actually does CarGurus runs a data‑driven online automotive marketplace that connects buyers and sellers of new and used cars. The platform uses
25 November 2025
·
Frontier Airlines’ Major Shake-Up for Travelers: New $29 Routes, Detroit–Florida Expansion, First-Class Seats and In-Flight Wi‑Fi on the Way

Frontier Airlines’ Major Shake-Up for Travelers: New $29 Routes, Detroit–Florida Expansion, First-Class Seats and In-Flight Wi‑Fi on the Way

Frontier Airlines is in the middle of one of its biggest overhauls ever — and if you’re a U.S. traveler looking for cheap fares with a bit more comfort, this week is a very big deal. In the past few days, the Denver‑based ultra‑low‑cost carrier has: Here’s what changed, what’s on sale right now, and how it all fits together for travelers as of today, November 25, 2025. Four New Frontier Routes for Early 2026 – From $29 One Way Frontier’s November 20 announcement adds four leisure‑focused routes that start flying between January and February 2026. Fly Frontier Newsroom+1 New
25 November 2025
Microsoft (MSFT) Stock Today: Wall Street Piles Into AI and Azure With $625–$730 Price Targets

Microsoft (MSFT) Stock Today: Wall Street Piles Into AI and Azure With $625–$730 Price Targets

On November 25, 2025, Microsoft stock is trading near a monthly high as BMO Capital, Bernstein, Jefferies, UBS, Stifel and Evercore reiterate bullish ratings. Analysts cite Azure, AI infrastructure and Copilot adoption as key drivers, with price targets ranging from $625 to $730 and expectations of double‑digit cloud growth. Microsoft Stock Price: Where MSFT Stands on November 25, 2025 In Tuesday’s session, Microsoft (NASDAQ: MSFT) shares are trading at a monthly high after rising roughly 1.0%, supported by a fresh round of positive analyst notes that center on Azure and AI. AInvest Trading data from major platforms shows: These numbers
25 November 2025
···
Gold Near $4,150 as Fed Rate-Cut Bets Surge on Tame US PPI and Dovish Signals

Gold Near $4,150 as Fed Rate-Cut Bets Surge on Tame US PPI and Dovish Signals

Gold prices are back on the offensive today, 25 November 2025, after briefly stalling at the start of the week. Spot gold has traded in the $4,130–$4,175 per ounce range, not far from an intraday high above $4,140, its strongest level since 14 November, as traders ramp up bets that the US Federal Reserve will cut interest rates in December. TradingView+2Reuters+2 At the same time, fresh US wholesale inflation data (PPI) show only moderate price pressures, reinforcing the idea that producer inflation is unlikely to derail rate cuts – a theme highlighted by Kitco’s latest gold market update. Bureau of
25 November 2025
···
Experian (EXPN) Ramps Up Share Buybacks and AI Push: What Investors Need to Know on 25 November 2025

Experian (EXPN) Ramps Up Share Buybacks and AI Push: What Investors Need to Know on 25 November 2025

London, 25 November 2025 — Experian plc’s news flow today sits at the crossroads of capital returns and innovation. A fresh “Transaction in Own Shares” filing, new research on UK consumer debt and Responsible AI, plus upbeat third‑party valuation work are all reshaping how investors think about the FTSE‑100 data and technology group. Below is a detailed breakdown of today’s key Experian developments (25 November 2025), how they connect to this year’s wider share repurchase programme, and what they might mean for holders of Experian (LON: EXPN / EXPGY). Key Takeaways 1. Today’s Buyback Filing: 19,000 Shares, Higher Treasury, Same
25 November 2025
·
Winter 2025 Is Rewriting the Road: How Cold Weather Is Changing Construction and Thanksgiving Travel Plans

Winter 2025 Is Rewriting the Road: How Cold Weather Is Changing Construction and Thanksgiving Travel Plans

Published November 25, 2025 As the U.S. and Canada head into the heart of the 2025–26 winter season, a familiar pattern is emerging on the roads: construction zones are shrinking just as travel volumes and winter storms ramp up. From Indianapolis to the Canadian prairies and the mountain passes of New Mexico and Montana, transportation officials and local businesses are racing the weather—and the calendar—to keep people moving safely in one of the busiest travel weeks of the year. WRTV Indianapolis+2Meyka+2 Fewer Orange Cones, More Drivers: Indiana Eases Lane Closures for the Holidays In Indianapolis, the seasonal pivot from construction
25 November 2025
UK Households Urged to Follow 4pm ‘Curtain and Window’ Rule as Energy Firms Warn of Higher Winter Bills – 25 November 2025

UK Households Urged to Follow 4pm ‘Curtain and Window’ Rule as Energy Firms Warn of Higher Winter Bills – 25 November 2025

As temperatures drop and sunset creeps towards 4pm, millions of UK households are being urged to close windows and draw curtains earlier in the afternoon – or risk paying more than they expect for winter energy bills. In the last few days, Octopus Energy, British Gas, and consumer champion Martin Lewis have all been linked to fresh advice about a so‑called “4pm rule” and the “right time” to use your curtains and windows to trap heat. Coverage in outlets including the Mirror, BirminghamLive (syndicated via Yahoo News) and the Daily Record has pushed these tips into the spotlight just as
25 November 2025
Progressive CIO Steven Broz Sells $307K in PGR Stock as Insiders Offload $24 Million: What It Means for Investors

Progressive CIO Steven Broz Sells $307K in PGR Stock as Insiders Offload $24 Million: What It Means for Investors

Progressive Corporation’s Chief Information Officer Steven Broz has sold $307,000 in PGR stock under a 10b5‑1 trading plan, extending a year-long insider selling trend totaling about US$24 million. Here’s what the latest Form 4 filing and Progressive’s fundamentals mean for investors watching PGR. The latest trade: 1,345 shares sold for $307,050 According to the most recent SEC Form 4 filing, Steven Broz, Chief Information Officer of Progressive Corp, sold 1,345 common shares on November 21, 2025, at an average price of $228.29 per share. The transaction value comes to approximately $307,050. Investing.com After this disposal, Broz’s direct ownership stands at
25 November 2025
·
Georgia Power Data Center Plan Could Push Bills Higher and Bring New Power Lines Through Homes, Regulators Warn

Georgia Power Data Center Plan Could Push Bills Higher and Bring New Power Lines Through Homes, Regulators Warn

ATLANTA — November 25, 2025 Georgia’s quiet power grid fight just turned into a kitchen‑table issue. In the space of a few days, staff for the Georgia Public Service Commission (PSC) have warned that Georgia Power’s massive plan to feed a wave of new data centers could add around $20 a month to typical household electric bills, while a separate project for new high‑voltage transmission lines could cut across more than 300 properties — including dozens of homes that may have to be removed. yahoo.com+3AJC+3Georgia Public Broadcasting+3 At the same time, clean‑air advocates are sounding alarms that leaning on fossil‑fuel
25 November 2025
·
1 … 6 7 8 9 10 … 140

Stock Market Today

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

8 February 2026
Tower Semiconductor shares rose 7.7% to $139.04 Friday after announcing a collaboration with Nvidia on AI data-center networking. The stock touched $141 intraday and gained another 1% after hours. Investors await Tower’s Feb. 11 earnings for details on its silicon photonics work. No financial terms or shipment timeline were disclosed.
Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

8 February 2026
Longsys disclosed new guarantees for a 100 million yuan Hong Kong loan and a $9 million Brazil credit line, bringing its total approved guarantee quota to 11 billion yuan and outstanding guarantees to 5.81 billion yuan. The company said all guarantees are for consolidated subsidiaries and within approved limits. Shares closed at 288 yuan Friday, down 1.6%. China inflation and credit data are due this week.
MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

8 February 2026
MACOM shares rose 3.5% to $235.87 Friday after the company reported fiscal Q1 revenue of $271.6 million and raised its full-year data center growth outlook to 35–40%. Fidelity’s FMR LLC disclosed a 10.7% stake, while shareholder Susan Ocampo filed to potentially sell up to 100,000 shares. Stifel raised its price target to $255. MACOM expects to repay $161 million in convertible notes in March.
Go toTop