Today: 4 March 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.

Uber Stock Poised to Soar? Guggenheim’s $140 Price Target Explained

Uber Stock Poised to Soar? Guggenheim’s $140 Price Target Explained

Guggenheim initiated Uber coverage with a Buy rating and $140 price target, citing its network, technology, and brand. The firm projects autonomous vehicles will handle about 20% of U.S. rideshare trips by 2035. Uber shares closed at $94 on Oct. 14, with analysts’ consensus 12-month target near $105–107. Recent catalysts include strong Q3 results and the acquisition of AI startup Segments.ai.
15 October 2025
··
AI Chip Wars Explode: OpenAI’s $1 Trillion Frenzy Ignites Nvidia, AMD, Oracle Race

AI Chip Wars Explode: OpenAI’s $1 Trillion Frenzy Ignites Nvidia, AMD, Oracle Race

OpenAI has secured nearly $1 trillion in AI infrastructure deals within weeks, partnering with Nvidia, AMD, Oracle, and Broadcom. Nvidia agreed to invest up to $100 billion and supply 10 GW of GPUs; AMD struck a 6 GW chip deal and issued OpenAI a 10% stock warrant. Oracle will provide $300 billion in cloud services, while Broadcom will co-design 10 GW of custom chips. Regulators warn of antitrust risks as stocks surge.
15 October 2025
·····
Plug Power (PLUG) Stock Rockets 170% on Analyst Hype and Major Hydrogen Deal

Plug Power (PLUG) Stock Rockets 170% on Analyst Hype and Major Hydrogen Deal

Plug Power shares nearly doubled since early September, trading near a 52-week high at $4.05 on Oct. 14, 2025, after bullish analyst targets and major hydrogen project news. Q2 revenue rose 21% to $173.97 million, with margins improving sharply after cost cuts. Jose Luis Crespo will become President Oct. 10 and CEO after the 2025 annual report, replacing Andy Marsh. Analysts remain split, with consensus targets below current prices.
15 October 2025
·
Innoviz Stock Skyrockets on LiDAR Boom and Big Autonomous Driving Deals

Innoviz Stock Skyrockets on LiDAR Boom and Big Autonomous Driving Deals

Innoviz shares rose 29% in the past month and 219% year-over-year, trading near $2.38 as of mid-October with a $438 million market cap. Q2 2025 revenue reached $9.7 million, surpassing all of 2024 in the first half. The company secured new contracts with major auto and truck makers, launched the InnovizSMART LiDAR, and expanded into smart infrastructure partnerships.
15 October 2025
··
Evaxion (NASDAQ:EVAX) Stock Rockets After AI-Powered Cancer Vaccine Breakthrough

Evaxion (NASDAQ:EVAX) Stock Rockets After AI-Powered Cancer Vaccine Breakthrough

Evaxion shares jumped 25% on Oct 14, closing at $7.84, after Merck exercised its option on the EVX-B3 vaccine, paying $7.5 million upfront with up to $592 million in milestones. Evaxion will present two-year Phase 2 data for its AI-designed melanoma vaccine at ESMO on Oct 17. The company also announced an upgrade to its AI-Immunology platform and maintains a “Strong Buy” rating from analysts.
15 October 2025
···
Indie Semiconductor (INDI) Stock Rockets to New Highs on Q2 Beat and AI Tech Wins

Indie Semiconductor (INDI) Stock Rockets to New Highs on Q2 Beat and AI Tech Wins

Indie Semiconductor shares surged 19% to a 52-week high of $5.58 on Oct. 14, closing at $5.56 after heavy trading. Q2 revenue reached $51.6M, beating consensus, with non-GAAP EPS of –$0.08 in line. Indie plans to acquire Vienna’s emotion3D for $20M plus up to $10M in earnouts, with closing expected in Q4. The company also unveiled a new GaN visible-laser for quantum computing and automotive LiDAR.
15 October 2025
···
Stem, Inc. (NASDAQ: STEM) Stock Skyrockets on European Expansion and Analyst Upgrades

Stem, Inc. (NASDAQ: STEM) Stock Skyrockets on European Expansion and Analyst Upgrades

Stem shares jumped 16% to $27.52 on Oct. 14, 2025, after announcing a new 400 m² Berlin center to support European solar-plus-storage projects. The stock is up 173% over 90 days. Q2 revenue beat forecasts at $38.4 million, but the company posted a ($3.73) per-share loss. Analysts remain divided, with price targets ranging from $12 to $21 and most rating the stock “Hold.”
15 October 2025
··
SA Executive Pay Explosion: CFOs’ Salaries Spike 19% While CEOs Rise 8%

SA Executive Pay Explosion: CFOs’ Salaries Spike 19% While CEOs Rise 8%

South African CFOs saw median pay jump 19% to R12.6 million in 2025, outpacing CEOs, whose pay rose 8% to R21.3 million, according to PwC. The increases reflect bigger base salaries and higher bonuses. Boards are tying more pay to performance, mirroring UK and US trends. Nearly 92% of JSE Top-200 shareholders approved executive pay policies, but new transparency rules are pending.
15 October 2025
Bond Bombshell: Powell’s Dovish Tone Sends Treasury Yields Plunging – 2-Year Notes at 2022 Lows

Bond Bombshell: Powell’s Dovish Tone Sends Treasury Yields Plunging – 2-Year Notes at 2022 Lows

U.S. bond yields dropped sharply after Fed Chair Jerome Powell signaled more rate cuts and an end to quantitative tightening, with the 2-year Treasury nearing 3.47%. Gold surged to record highs above $4,100/oz as investors sought safety. Equity markets were mixed, while oil prices fell on demand concerns. Renewed U.S.-China trade tensions rattled global markets and pushed yields lower.
15 October 2025
·
Morgan Stanley Q3 Earnings Skyrocket – Are Big Banks Making a Comeback?

Morgan Stanley Q3 Earnings Skyrocket – Are Big Banks Making a Comeback?

Morgan Stanley reported Q3 net income of $4.6 billion, up from $3.2 billion a year earlier, with record revenue of $18.2 billion. Investment banking fees jumped 44% to $2.11 billion, and wealth management revenue hit $8.2 billion with a 30.3% pre-tax margin. Shares closed at $155 on Oct. 14 and rose 1.2% pre-market Oct. 15. Analysts cited strong deal activity and expectations of Fed rate cuts.
15 October 2025
··
Amazon’s Latest Shock: Up to 15% of HR Workforce Axed in AI-Fueled Restructuring – Stock and Market Impacts

Amazon’s Latest Shock: Up to 15% of HR Workforce Axed in AI-Fueled Restructuring – Stock and Market Impacts

Amazon plans to cut up to 15% of its global HR staff, potentially affecting thousands in the People eXperience & Technology division, according to reports. The layoffs come as Amazon invests over $100 billion in AI and cloud infrastructure for 2025. Despite the cuts, the company will hire about 250,000 U.S. seasonal workers for the holidays. Amazon’s Q2 net sales rose 13% to $167.7 billion, with net income at $18.2 billion.
15 October 2025
··
Fluence Energy (FLNC) Stock Skyrockets: $10B Battery Boost and AI-Fueled Demand Ignite Rally

Fluence Energy (FLNC) Stock Skyrockets: $10B Battery Boost and AI-Fueled Demand Ignite Rally

Fluence Energy shares surged 21% on Oct 13 and 16% on Oct 14, 2025, after Susquehanna upgraded the stock and doubled its price target to $17. The stock traded at $18.45 on Oct 15, up 9% for the year but still 21% below its 2024 peak. A $1.5 trillion U.S. infrastructure plan, with $10 billion for battery storage, fueled further gains. Most analysts remain cautious, with average targets near $8–$9.
15 October 2025
····
Arcadia Biosciences Stock Rockets Amid Trade News – What’s Behind RKDA’s Wild Ride?

Arcadia Biosciences Stock Rockets Amid Trade News – What’s Behind RKDA’s Wild Ride?

Arcadia Biosciences (RKDA) stock soared 68% pre-market Oct 15 to $6.22 after President Trump tweeted about ending some cooking-oil trade with China, sparking a sector rally. The company’s Q2 revenue rose 11% to $1.455 million, all from Zola coconut water, but it posted a $4.46 million net loss due to a $4.5 million write-off on a note from Above Food. The planned merger with Roosevelt Resources remains pending.
15 October 2025
···
Sealsq (NASDAQ: LAES) Stock Soars 50% on Quantum Cybersecurity Partnerships and New Chip Launch

Sealsq (NASDAQ: LAES) Stock Soars 50% on Quantum Cybersecurity Partnerships and New Chip Launch

SEALSQ shares soared nearly 40% on Oct. 9 and another 22–25% on Oct. 14, pushing its market cap near $1 billion after a series of partnership announcements. The company reported 41% year-over-year revenue growth for the first nine months of 2025 and raised $69 million in October, boosting cash reserves to about $220 million. Trading volume spiked to 117 million shares on Oct. 9.
15 October 2025
···
Ouster Stock Skyrockets 470% to 52-Week High – What’s Next for LiDAR Leader?

Ouster Stock Skyrockets 470% to 52-Week High – What’s Next for LiDAR Leader?

Ouster shares surged to a 52-week high near $36, up 473% from last year’s low of $6.34, after new defense and retail deals boosted demand for its LiDAR technology. Trading volumes spiked amid double-digit gains this week. Cantor Fitzgerald called Ouster best-positioned in its sector but warned the stock now trades above fair value. Investors await Q3 earnings on November 4.
15 October 2025
··
Gevo Stock Soars on DOE Loan Lifeline – Analysts See Triple-Digit Upside Amid Clean Fuel Boom

Gevo Stock Soars on DOE Loan Lifeline – Analysts See Triple-Digit Upside Amid Clean Fuel Boom

Gevo shares surged nearly 10% in pre-market trading after securing a $1.46 billion U.S. Department of Energy loan extension, pushing the stock to around $2.50–$2.60. The company posted its first-ever quarterly profit in Q2 2025, sending shares up over 40% in a day. Year-to-date, the stock is up about 24%, far outpacing the S&P 500. Gevo also landed a $26 million carbon credit offtake deal last month.
15 October 2025
Caterpillar’s Stock Rally Roars: AI Boom, $650 Target Fuel All-Time High

Caterpillar’s Stock Rally Roars: AI Boom, $650 Target Fuel All-Time High

Caterpillar shares jumped nearly 5% to a record intraday high of about $528 on Oct. 14, 2025, after JPMorgan raised its price target to $650. The stock is up roughly 38% year-to-date, far outpacing the S&P 500. Recent deals include a $1.1 billion acquisition of RPMGlobal and new data center power partnerships. Insiders sold about $17 million in shares, but institutional ownership remains strong.
15 October 2025
··
Soluna Holdings Soars on Bitcoin Mining Deals, $100M Lifeline, and Nasdaq Comeback

Soluna Holdings Soars on Bitcoin Mining Deals, $100M Lifeline, and Nasdaq Comeback

Soluna Holdings shares jumped 23% to $2.79 on Oct. 14, regaining Nasdaq compliance after 10 days above $1. The company secured a $100 million credit facility from Generate Capital and settled all disputes with NYDIG. Soluna also announced new Bitcoin mining partnerships and neared completion of its Project Dorothy 2 data center. Q2 revenue fell 36% to $6.2 million, with a net loss of $0.69 per share.
15 October 2025
···
1 … 78 79 80 81 82 … 140
Go toTop