Today: 9 November 2025
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.

This Tiny US Miner Could Shatter China’s Rare-Earth Monopoly – USAR Stock Explodes on White House Buzz

This Tiny US Miner Could Shatter China’s Rare-Earth Monopoly – USAR Stock Explodes on White House Buzz

USA Rare Earth, Inc. (NASDAQ: USAR) is a development-stage rare-earth miner and magnet-maker founded in 2019, publicly listed via SPAC on March 14, 2025 ts2.tech. Its flagship asset is the Round Top Mountain deposit in Texas (via a JV with Texas Mineral Resources), rich in heavy rare-earths like dysprosium and terbium ts2.tech. USAR is building a vertically integrated “mine-to-magnet” supply chain: mining Round Top, processing oxides, and manufacturing NdFeB magnets at a plant in Stillwater, Oklahoma (expected online ~2026, initially 1,200 tpa expanding to ~5,000 tpa) globenewswire.com ts2.tech. In late September 2025 USAR announced a transformative acquisition of UK-based Less
10 October 2025
 ·  ·  ·  ·  · 
Venture Global (VG) Stock Plummets 17% After Losing $1B Arbitration Case – What’s Next?

Venture Global (VG) Stock Plummets 17% After Losing $1B Arbitration Case – What’s Next?

Recent News & Stock Reaction On Oct. 10, 2025 Venture Global’s stock tanked ~17% premarket after news that BP won an arbitration against VG over a long-term LNG supply contract reuters.com. The International Chamber of Commerce ruled VG “breached its obligations” by not declaring Calcasieu Pass commercial and not acting as a “reasonable and prudent operator” in a contract that should have delivered LNG starting late 2022 reuters.com. BP is seeking >$1 billion in damages plus interest reuters.com. VG’s management expressed disappointment, noting this decision contradicts an earlier win against Shell in a similar dispute reuters.com tipranks.com. Analysts warn this opens the
10 October 2025
 ·  ·  ·  ·  · 
Rocket Lab Rockets to New Heights on Huge Japan Deals – Is the Boom Sustainable?

Rocket Lab Rockets to New Heights on Huge Japan Deals – Is the Boom Sustainable?

Rocket Lab’s dramatic rise reflects both tech execution and a booming small-satellite market. As of early Oct 2025, RKLB trades near $70 (Nasdaq close $66.42 on Oct 9 stockanalysis.com), compared to the low-$50s in late September stockanalysis.com. The company’s Electron rocket has delivered reliable launches for dozens of customers (governments and commercial) this year. Founder Sir Peter Beck calls it “the world’s most frequently launched orbital small rocket” globenewswire.com. Investors and partners point to Electron’s track record: iQPS’s CEO noted that four SAR satellites launched in 2025 “reaffirmed our confidence in the rocket’s reliability,” giving them comfort to book 3
10 October 2025
 ·  ·  ·  · 
BigBear.ai Stock Soars 80% in 2025 – Is This AI-Defense Gem the Next Big Thing?

BigBear.ai Stock Soars 80% in 2025 – Is This AI-Defense Gem the Next Big Thing?

BigBear.ai (NYSE: BBAI) is a “mission-ready AI” company focused on defense, national security and critical infrastructure ir.bigbear.ai ir.bigbear.ai. – The stock has been extremely volatile: after a rocky summer it jumped sharply in fall 2025, rising roughly 78–82% year-to-date (as of late Sep) and about 422% over 12 months ts2.tech. – As of Oct. 9, 2025, BBAI closed around $7.49 per share nasdaq.com (up ~2.9% on the day), down from its all-time high (~$16.12 in Apr 2022 tradingview.com). – Recent deals: partnerships include the U.S. Navy UNITAS 2025 exercise with SMX (AI for maritime awareness) and a biometric customs pilot
10 October 2025
 ·  ·  ·  ·  · 
Brazil’s Producer Prices Plunge for 7th Month – Are We Heading for a Broader Slowdown?

Brazil’s Producer Prices Plunge for 7th Month – Are We Heading for a Broader Slowdown?

Industrial Prices and Output According to the IBGE agency, factory‐gate prices in Brazil’s industry continued to decline in August. Prices of manufactured and extractive goods fell 0.20% from July, led by lower prices for food products, chemicals and raw materials. Of 24 industrial sub-sectors, half saw price declines (some commodities like steel and minerals fell on global markets) while only machinery/electronics prices rose modestly. IBGE notes that sugar, soy and rice (harvest-driven) and chemicals pulled overall inflation down agenciadenoticias.ibge.gov.br. The drop was smaller than earlier in 2025 (April was –0.12%, May –0.26%), suggesting the disinflation trend may be easing. Nevertheless,
10 October 2025
 ·  ·  ·  ·  ·  · 
Google’s $3B AI Bet Skyrockets TeraWulf (WULF) Stock – Latest News & Analysis

Google’s $3B AI Bet Skyrockets TeraWulf (WULF) Stock – Latest News & Analysis

Company Overview TeraWulf Inc. (NASDAQ: WULF) is a digital infrastructure company specializing in green Bitcoin mining and AI/High-Performance Computing (HPC) data centers. It describes itself as a “vertically integrated, predominantly zero-carbon” operator of large-scale compute facilities investors.terawulf.com. The company’s flagship Lake Mariner campus in New York is dual-purpose: it houses the company’s own crypto mining rigs and hosts third-party HPC clients. Its infrastructure is “purpose-built for high-performance computing (HPC) hosting and bitcoin mining” investors.terawulf.com. In 2024–25, TeraWulf began pivoting toward the booming AI/data-center market while continuing Bitcoin mining. It has secured multi-year leases with AI-focused tenants (e.g. Fluidstack) and is
10 October 2025
 ·  ·  ·  ·  · 
Iron-Flow Battery Revolution: ESS Tech’s Stock Soars on Major SRP Deal – Analysts Weigh In

Iron-Flow Battery Revolution: ESS Tech’s Stock Soars on Major SRP Deal – Analysts Weigh In

Key Facts at a Glance: – ESS Tech, Inc. (NYSE: GWH) is a long-duration energy storage company focused on iron-based flow batteries investors.essinc.com. The firm (founded 2011, ~240 employees) designs, builds and deploys large-scale “iron flow” battery systems for utilities and commercial customers essinc.com marketscreener.com. Its products (Energy Warehouse, Energy Center, and the new Energy Base platform) use cheap, earth-abundant iron, salt and water in the electrolyte investors.essinc.com marketscreener.com. ESS touts that its batteries are “safe and sustainable with no risk of thermal runaway” and have a 25+ year lifespan essinc.com. As of Oct 9, 2025 close, GWH traded around
10 October 2025
 ·  ·  ·  ·  · 
Alibaba Stock Soars on AI Frenzy – Can the Rally Last?

Alibaba Stock Soars on AI Frenzy – Can the Rally Last?

Recent Stock Performance Alibaba’s stock has been on a tear in 2025. In the U.S., BABA’s ADR climbed from around $90 in early 2025 to the mid-$170s by late Sept., roughly doubling off its spring lows ts2.tech. The rally accelerated after CEO Wu’s Sept. 24 AI announcement, which sent BABA up nearly 8% in one session ts2.tech. Likewise in Hong Kong, the “BABA-W” shares jumped over 7% (to ~HK$171.50) on that day ts2.tech. By comparison, major indices lagged: the NYSE Composite was only up ~12% in 2025 ts2.tech. This momentum carried Alibaba above several technical resistances, with Benzinga noting a
10 October 2025
 ·  ·  ·  ·  · 
CleanSpark (CLSK) Stock Skyrockets on Bitcoin’s Record Rally and $200M Credit Boost

CleanSpark (CLSK) Stock Skyrockets on Bitcoin’s Record Rally and $200M Credit Boost

Company Background & Core Operations CleanSpark began in 2012 as a microgrid and renewable energy tech company. It sold “BlockBox DC” modular microgrids (solar arrays with battery/storage and backup generators) for commercial and military clients finimize.com. Since 2020, it has pivoted sharply into Bitcoin mining: acquiring data centers and mining equipment to become a pure-play miner gurufocus.com finimize.com. Today CleanSpark owns/operates dozens of mining sites (in Tennessee, Georgia, etc.) running only on competitive energy sources. It also retains an energy division: roughly one-third of revenue comes from legacy microgrid projects and software, while two-thirds from Bitcoin mining and sales finimize.com.
10 October 2025
 ·  ·  ·  ·  · 
Trump’s $20B Argentina Lifeline Shocks Markets – Will It Save Milei?

Trump’s $20B Argentina Lifeline Shocks Markets – Will It Save Milei?

Details of the US Support Package President Trump’s Treasury used its seldom-invoked crisis tools to prop up Argentina. The centerpiece is a $20 billion currency swap line between the US and Argentina’s central banks reuters.com – effectively a short-term dollar loan facility. In parallel, Treasury officials have directly bought pesos in open markets (in undisclosed amounts) to blunt the currency’s slide. Bessent announced these steps on Oct. 9 after several days of intensive talks in Washington with Economy Minister Luis Caputo (with IMF officials present) reuters.com aljazeera.com. On Truth Social, Bessent hailed Argentina’s “strong economic fundamentals” and Milei’s tough austerity
10 October 2025
 ·  ·  ·  · 
Bristol Myers Snaps Up Orbital Therapeutics in $1.5B Biotech Power Play

Bristol Myers Snaps Up Orbital Therapeutics in $1.5B Biotech Power Play

In-Depth Analysis BMS’s acquisition of Orbital Therapeutics marks a deliberate push into autoimmune disease treatment via advanced cell therapy. Orbital, founded in 2022 by leaders in RNA and immunology, has built a proprietary RNA platform combining circular and linear RNA engineering with sophisticated lipid nanoparticle (LNP) delivery news.bms.com fiercebiotech.com. Its lead program, OTX-201, is designed as an in vivo CAR‑T: instead of harvesting and engineering cells outside the body, Orbital will inject circular RNA encoding a CD19-directed CAR into the patient, so the patient’s own T cells become the “manufacturers” of CAR‑T cells in situ news.bms.com orbitaltx.com. This approach could
10 October 2025
 ·  ·  ·  ·  · 
Qualcomm (QCOM) Stock: Poised to Soar on 5G/AI, or Falling Behind? Analysts Weigh In

Qualcomm (QCOM) Stock: Poised to Soar on 5G/AI, or Falling Behind? Analysts Weigh In

Recent Stock Performance and News (Oct 2025) Qualcomm’s stock has been volatile in early October. On Oct 10, it opened sharply lower (≈–2.8%) after China’s regulator announced an antitrust probe into Qualcomm’s planned acquisition of Israeli chipmaker Autotalks reuters.com reuters.com. (QCOM shares slid further in pre-market on Oct 10 reuters.com.) Also on Oct 6, a UK court began hearing a £480M ($647M) consumer lawsuit (filed by Which? magazine) alleging Qualcomm forced inflated patent royalties on phone makers reuters.com. These legal and regulatory risks have grabbed headlines this week. On the product front, Qualcomm has been busy innovating. At its late-September
10 October 2025
 ·  ·  ·  ·  · 
1 … 82 83 84 85 86 … 170
Go toTop