Today: 7 February 2026
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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.

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

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

Guggenheim’s Bullish Outlook On Oct. 15, Guggenheim’s Taylor Manley initiated coverage of Uber (NYSE: UBER) with a Buy and a $140 price target investing.com tipranks.com. Manley praised Uber’s “industry-leading network, technology, and brand equity,” noting that Uber’s global multi-platform network (rideshare, Eats, Freight, etc.) is now three times larger than any rival investing.com. With trailing revenue up ~18% year-over-year, Guggenheim sees Uber’s scale as a huge moat. The note emphasizes two growth engines: Analyst benches have mixed but improving views. Wells Fargo and Sanford Bernstein have recently upped targets into the $110–130 range, and even Uber’s September results surprised on
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

With headlines, chart-topping stock moves and even presidential interest (“AI infrastructure is economy of the future” reuters.com), this mad dash for AI chips has become must-see drama on Wall Street and Silicon Valley alike. Inside the Megadeals: OpenAI’s recent partnership announcements form a web of interlocking investments. Reuters notes Nvidia will supply OpenAI with entire AI supercomputers and network gear, fronting cash and chips so OpenAI can build its own cloud reuters.com ts2.tech. In exchange, Nvidia gets equity exposure to OpenAI’s growth. Sam Altman explained: “Everything starts with compute…we will utilize what we’re building with Nvidia to both create new
15 October 2025
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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

Market Rally and Analyst Commentary Plug Power’s stock has skyrocketed in early October 2025, driven largely by bullish analyst commentary and hydrogen project news ts2.tech marketbeat.com. On Oct. 3, H.C. Wainwright reiterated a Buy rating and doubled its 12-month target to $7, arguing that surging electricity costs and new energy policies make green hydrogen “more competitive” ts2.tech. Susquehanna followed by raising its target to $3.50 (Neutral) marketbeat.com. These calls ignited heavy trading – the stock spiked to $4.18 mid‑day Oct. 14 (from $3.90 prior close) as short sellers covered positions marketbeat.com. MarketBeat notes one analyst calling PLUG a Strong Buy
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’s recent stock surge reflects these positive fundamentals. CEO Omer Keilaf emphasized in the Q2 report that “we generated more revenues than in all of 2024” in H1 and drove cash burn into low single digits ir.innoviz.tech. He noted Innoviz has begun shipping units from its new Fabrinet production line and is advancing its L3 and L4 programs. Keilaf also highlighted the InnovizSMART product, calling it “built on the same technological foundation as [our] automotive solutions” for smart infrastructure ts2.tech. These comments underscore that Innoviz is not only growing sales but also diversifying into security, traffic and robotics markets. Analysts
15 October 2025
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Evaxion (NASDAQ:EVAX) Stock Rockets After AI-Powered Cancer Vaccine Breakthrough

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

Evaxion’s stock jump in mid-October comes as the company lines up important clinical updates and validates its AI-driven vaccine technology. On Oct 13, Evaxion announced it will present two-year data from its Phase 2 trial of EVX-01 (a personalized cancer vaccine for advanced melanoma) at the ESMO Congress in Berlin globenewswire.com. The October presentation (oral session Oct 17, webinar Oct 22) will cover efficacy, immunogenicity, safety, best overall response, and T‑cell response durability of EVX-01 plus Merck’s KEYTRUDA® globenewswire.com. Earlier one-year interim results showed a 69% overall response rate and tumor reduction in 15 of 16 patients globenewswire.com, highlighting the vaccine’s promise. Evaxion’s
15 October 2025
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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’s share price has been on a tear in October. After weak performance earlier in 2025, the stock jumped sharply last week. By Oct. 14 it broke out above the prior high ($4.69) to peak near $5.58 marketbeat.com. Market watchers note that volume was unusually heavy on the rally day (≈8.75M shares) marketbeat.com. This breakout came amid a string of positive news: a better-than-feared Q2 report, a strategic acquisition, and new product announcements. In late August indie reported Q2 2025 results that beat its own guidance. Revenue of $51.6M handily topped the $51.4M expected, and non‑GAAP EPS of –$0.08
15 October 2025
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Stem, Inc. (NASDAQ: STEM) Stock Skyrockets on European Expansion and Analyst Upgrades

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

European Expansion Spurs Stock Rally Stem’s most recent catalyst was a BusinessWire announcement on Oct. 14 detailing a new 400 m² Berlin hub to support large-scale solar, storage and hybrid (solar-plus-storage) projects in Europe Stocktitan. Management calls this the company’s “European competence center,” doubling workspace for engineering and support teams. Arun Narayanan (CEO) said: “This expansion underscores Stem’s commitment to embed engineering and customer expertise directly in Europe… By expanding in Berlin, we’re strengthening local capabilities to deliver faster commissioning and the post-sales support… for successful solar and storage projects” Stocktitan. President of Software Products Matt Tappin added that Berlin’s central
15 October 2025
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SA Executive Pay Explosion: CFOs’ Salaries Spike 19% While CEOs Rise 8%

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

CFOs Pull Ahead on Pay Growth Recent data from PwC’s 18th Directors Remuneration & Trends Report show South African CFOs dramatically out-earning CEOs in percentage terms. Between 2024 and 2025 the average CEO package rose 8%, while CFO pay jumped 19% citizen.co.za. In absolute terms, PwC found the median CEO total pay was about R21.3 million, compared to R12.6 million for CFOs in the top JSE-200 firms citizen.co.za. These figures include salary, bonuses and incentive payouts for performance periods ending in fiscal 2025. Put simply: CFOs are still paid less than CEOs overall, but their pay packets are growing much
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

Fed’s Dovish Signal Drives Rally After Fed Chair Jerome Powell’s Oct 14 speech to business economists in Philadelphia, U.S. bond markets surged. Powell confirmed the Fed’s intent to proceed “meeting-by-meeting” with policy cuts and suggested the central bank may halt its $40 billion/month balance-sheet runoff soon reuters.com swissinfo.ch. His message – a familiar but balanced tone – calmed traders. 10-year Treasury yields plunged from about 4.1% into the low 4.0% range reuters.com swissinfo.ch, while 2-year yields dropped even more on expectations of aggressive rate easing. Economists note that Powell emphasized weak hiring, not inflation, as a growing risk. He said layoffs
15 October 2025
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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 $4.6 billion in Q3 net income ($2.80/share), versus $3.2 billion ($1.88) a year ago investing.com. Revenue hit a record $18.2 billion, driven by a 44% jump in investment banking fees (to $2.11B) and a boom in equity underwriting investing.com investing.com. Its wealth-management arm also set records: $8.2B in revenue with a 30.3% pre-tax margin investing.com. CEO Ted Pick called it an “outstanding quarter with strong performance in each of our businesses globally” investing.com. Shares closed around $155 on Oct. 14 and were up ~1.2% pre-market on Oct. 15 stockanalysis.com stockanalysis.com. Analysts note that a resurgence of IPOs, M&A deals and expected Fed
15 October 2025
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Bank of America Stock Set to Soar: Big Q3 Beat, AI Push & Fed Pivot Fuel Rally

Bank of America Stock Set to Soar: Big Q3 Beat, AI Push & Fed Pivot Fuel Rally

Earnings Triumph and Financial Snapshot Bank of America stunned investors on Oct 15. Third-quarter (Q3 2025) earnings per share came in at $1.06, topping the $0.95 consensus by $0.11 investing.com. Revenue was $28.09 billion, beating the $27.48B forecast investing.com. This translated into net income of roughly $8.5 billion, about 31% higher than a year ago marketscreener.com nasdaq.com. Net interest income (NII) – the bank’s key rate-sensitive revenue – hit a record $15.4B, up ~9% from Q3 2024 marketscreener.com, on both higher loan balances and lucrative new lending at elevated rates. Fees and trading revenues were also solid. Expenses rose more
15 October 2025
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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’s announced layoff plan underscores a shift in priorities. Sources tell Fortune (cited by multiple news outlets) that the cuts will “heavily impact” the PXT group investing.com. The exact number and timing aren’t disclosed, but it could amount to thousands of roles, given the division’s size. Senior VP Beth Galetti leads PXT, which spans everything from hiring to HR tech. Notably, these cuts come weeks after Amazon announced roughly 250,000 holiday hires, matching last year’s level. In other words, Amazon is pruning corporate ranks even as it staffs up its logistics network for peak season demand. The rationale is clear:
15 October 2025
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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

As of Oct 15, 2025, Fluence Energy (NASDAQ: FLNC) trades around $18.45 reuters.com, about 9% higher year-to-date (2025) but still roughly 20–21% below its November 2024 peak ts2.tech. The stock has been extremely volatile: it jumped about 21% on Oct 13 and 16% on Oct 14, 2025 ts2.tech ts2.tech. This surge came after analysts at Susquehanna upgraded Fluence to “Positive,” nearly doubling their price target to $17 (from $9) ts2.tech. A $1.5 trillion infrastructure proposal (including $10 billion for battery storage projects) also boosted investor enthusiasm ts2.tech. CEO Julian Nebreda says U.S. demand is booming – he expects about half
15 October 2025
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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?

In-Depth: Arcadia’s stock price (RKDA) has been extremely volatile in October 2025, jumping ~68% pre-market on Oct 15. The rally was sparked by a Trump tweet on China trade and follows mixed Q2 results. In the past few days RKDA’s trading range has widened dramatically. After closing at $3.69 on Oct 14 stockanalysis.com, pre-market Oct 15 it was near $6.22 stockanalysis.com, on very high volume. This wild move came as commodity and agri-tech stocks rallied on geopolitical news. At the same time Arcadia’s own recent earnings tell a mixed story. In its Aug. 14 Q2 report, Arcadia highlighted a healthy
15 October 2025
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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

Stock Surges on Quantum Security Buzz SEALSQ’s share price has exploded higher in October, powered by news flow rather than broad markets. After spending months under $5, the stock spiked ~40% on Oct. 9 alone ts2.tech and continued its advance into mid-October. By Oct. 14 the shares briefly traded near $7.70 ts2.tech – about 20× higher than early-2024 levels. In one session Oct. 14, LAES jumped another ~22–25% (to close ~$7.65) when the Wecan partnership was revealed investing.com stockinvest.us. This manic rise came on huge volume (well over 100 million shares on Oct. 9 ts2.tech). Market data indicate LAES has
15 October 2025
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Viscofan Stock Plunges on US “Toxic Emissions” Allegations – Is a Rebound Coming?

Viscofan Stock Plunges on US “Toxic Emissions” Allegations – Is a Rebound Coming?

Recent Stock Performance and Investor Sentiment Viscofan’s stock declined sharply in mid-October 2025, reflecting a sudden drop in investor confidence. On Oct 14, shares slumped ~13% intraday – the steepest fall since 2018 – after a US-based news report accused Viscofan’s largest North American plant (Danville, IL) of uncontrolled “toxic” emissions cincodias.elpais.com cnmv.es. By Oct 15, VIS.MC traded around €50.7 marketscreener.com. This represented about a 5-day loss of –12.7% marketscreener.com and brought the 2025 decline near –17%. The sector and Spanish indices showed little special weakness, suggesting the drop was driven by company-specific fear and heavy selling pressure (likely from
15 October 2025
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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?

Stock Soars to 52-Week High on Strong Momentum Ouster’s stock has been on a tear, recently hitting an intraday high of about $36.30 per share – a new 52-week peak au.investing.com. As of yesterday’s close, OUST was up roughly 473% from its 52-week low of $6.34 au.investing.com, an almost fivefold increase in just a year. By comparison, the S&P 500 index has risen only around 9% year-to-date ts2.tech. This highlights Ouster’s dramatic outperformance versus the broader market. In fact, Ouster’s stock has climbed about 339% over the last 12 months, including an astounding 340% surge in just the past six
15 October 2025
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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

Current Stock Price & Performance Trends (Oct 15, 2025) Gevo’s stock price has been on a wild ride in 2025. After starting the year near the low-$1 range, GEVO climbed steadily on improving fundamentals and policy buzz. As of mid-October, the stock trades around $2.50–$2.60 per share – up roughly 30% from a year ago and 23.7% year-to-date newsable.asianetnews.com. This outperforms the broader market by a wide margin finimize.com. Shares saw an especially sharp spike following Q2 earnings in August and again this week on regulatory news (more on that below). In the past week alone, GEVO has popped from
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

Stock Rockets to Record High on AI Hype and Upbeat News Caterpillar’s stock has been on a tear, and the momentum culminated on October 14 with a sharp 4.5% intraday jump to ~$528 – an all-time high ts2.tech. The stock closed just shy of that peak, adding roughly $10 billion in market value in one day ts2.tech. This milestone caps an extraordinary run in 2025: CAT shares have nearly doubled from their 52-week lows, vastly outperforming the broader market ts2.tech. By mid-October, Caterpillar was up over 30% for the year, leaving the S&P 500’s ~13% gain in the dust ts2.tech. Such
15 October 2025
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Soluna Holdings Soars on Bitcoin Mining Deals, $100M Lifeline, and Nasdaq Comeback

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

In-Depth Analysis Stock Price Surge and Nasdaq Reprieve Soluna’s share price explosion has been the most visible sign of its turnaround. Trading under $0.50 as recently as mid-September, SLNH shares soared past $1 by the end of that month stockanalysis.com stockanalysis.com. This rally – driven by a flurry of positive news – allowed Soluna to regain compliance with Nasdaq’s $1.00 minimum bid rule on Oct. 2 solunacomputing.com. Nasdaq notified the company that the deficiency was cured, averting a potential delisting solunacomputing.com streetinsider.com. Investors cheered the development. By Oct. 8, Soluna’s stock spiked 39% in one day stockanalysis.com, and it continued climbing into
15 October 2025
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Stock Market Today

Why Tencent stock fell: an OpenClaw AI warning, chip shortages — and what’s next for 0700.HK

Why Tencent stock fell: an OpenClaw AI warning, chip shortages — and what’s next for 0700.HK

7 February 2026
HONG KONG, Feb 7, 2026, 23:42 (HKT) — Market closed. Tencent Holdings Ltd (0700.HK) shares fell 2% to HK$547.50 on Friday, as investors headed into the weekend weighing fresh signals on AI security and tight supplies of data-centre chips. (Investing.com) The stock is one of the biggest weights in Hong Kong tech and often trades as a proxy for sentiment on China’s internet sector. Small shifts in regulation or the cost of computing capacity can move assumptions on Tencent’s cloud and advertising growth. Risk appetite has been fraying across Asian tech after U.S. tech volatility this week, adding pressure to
Walmart stock jumps 3% to $131 as Dow clears 50,000 — what to watch before Monday

Walmart stock jumps 3% to $131 as Dow clears 50,000 — what to watch before Monday

7 February 2026
Walmart shares climbed 3.34% to $131.18 Friday, pushing its market value to about $1.05 trillion as the Dow closed above 50,000 for the first time. Retail stocks mostly gained, with Target up 4.24% and Costco up 1.20%, while Amazon dropped 5.55%. Investors await Walmart’s fiscal Q4 results on Feb. 19 and key U.S. economic data next week.
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