Today: 4 March 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.

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?

Wall Street futures rose 1–2% early Monday after President Trump softened his stance on China, easing tariff concerns. Gold surged above $4,000/oz to record highs, while chipmakers AMD and Nvidia gained about 4% pre-market. Friday saw the Nasdaq drop 3.6% in its worst session in months. The U.S. government shutdown entered its tenth day, delaying economic data.
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?

Applied Digital shares surged as much as 350% year-to-date by mid-October 2025, hitting record highs near $26.50 after strong Q1 results and a major $11 billion, 15-year lease expansion with CoreWeave. Q1 revenue rose 84% to $64.2 million, beating forecasts, while losses narrowed. The company secured over $160 million in new financing to expand its North Dakota AI data centers. Analyst price targets range widely amid volatility.
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

Gold surged above $4,000 per ounce in October 2025, setting a new record, while silver hit $51.70, its highest in decades. Both metals have outperformed stocks this year, with gold up over 50% and silver up nearly 70%. Investors and central banks are buying heavily amid inflation fears and supply shortages. Analysts forecast further gains, with some predicting gold could reach $5,000 and silver $65 by 2026.
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 surged Monday after President Trump eased trade threats against China, with Nasdaq e-minis up 1.8% and tech stocks leading gains. Nvidia rose 3.3% pre-market, Tesla 2.8%. Gold hit records near $4,100/oz as investors sought safety. JPMorgan gained 1.4% after announcing a $1.5 trillion investment plan; MB Materials jumped 10% on China export curbs.
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?

Apple is preparing for CEO Tim Cook’s eventual exit, with hardware chief John Ternus seen as the top internal candidate to succeed him. COO Jeff Williams will retire by end-2025, handing operations to Sabih Khan. Apple reported record June-quarter revenue of $94 billion, sending shares to $245 by mid-October. New M5 MacBook Pro, M5 iPad Pro, and Vision Pro updates are expected this week via press release.
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?

Strategy Inc. (formerly MicroStrategy) held about 640,000 BTC worth $70–$80 billion as of late September 2025, making it the largest corporate Bitcoin holder. The company posted a $10 billion net profit in Q2 2025, mainly from a $14 billion unrealized crypto gain. MSTR stock surged 6% on Oct. 1 after IRS tax guidance, then traded near $305 by Oct. 10. In 2025, Strategy raised over $10 billion through equity and debt to fund more Bitcoin purchases.
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?

The Dow fell 1.9% (878 points) on Oct. 10, while the Nasdaq and S&P 500 dropped 3.5% and 2.7%, their steepest declines since April. Investors pulled $4.5 billion from U.S. stock funds last week as the government shutdown delayed economic data. Tech stocks led losses, with the VIX volatility index jumping 32% to its highest since June. Gold briefly hit a record $4,059 before retreating.
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 reported Q2 FY2026 revenue of $177.4 billion, up 4.8% year-over-year, with global e-commerce sales jumping 25% and advertising revenue up 46%. Shares trade near $102, giving a market cap of about $825 billion—roughly 22% below $1 trillion. The stock is up 30% year-to-date and hit a 52-week high after a 3-for-1 split in 2024. Walmart has raised its dividend for 53 consecutive years.
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 shares have surged nearly 500% in a year, closing at $63–64 on Oct. 10, 2025, after announcing $225M in annualized AI-cloud contracts and a $674M GPU expansion. The company raised $875M in convertible notes for data center growth. Bitcoin’s rally to $120,000 has also boosted IREN’s mining margins. Analysts warn the stock is overbought, with price targets below current levels.
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

Bitcoin hit a record above $125,000 in early October 2025, fueled by ETF inflows and “Uptober” momentum. Crypto stocks surged, with Marathon Digital and BitMine Immersion up as much as 700% in recent months. Standard Chartered projects Bitcoin could reach $135,000 soon, but some warn of a possible pullback. A brief plunge followed U.S.-China tariff news, but technicals point to renewed strength.
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

Energy Fuels closed at $20.34 on Oct. 10, up 275% over the past year, with a $4.7 billion market cap. The company raised $700 million in oversubscribed convertible notes at a 0.75% coupon, funding rare-earth and uranium expansion. Shares spiked after U.S. tariff threats on China’s rare-earth exports. Energy Fuels reported $65 million in revenue and a $93 million net loss over the past year.
13 October 2025
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Powell Max (PMAX) Stock: Hidden Gem or Sinking Ship? Experts Weigh In

Powell Max (PMAX) Stock: Hidden Gem or Sinking Ship? Experts Weigh In

Powell Max Limited (NASDAQ: PMAX) closed at $2.59 on Oct. 10, 2025, after a 1-for-8 reverse split, down from its $4.00/share IPO in Sept. 2024. FY2024 revenue fell 25.7% to HK$36.5 M, with a net loss of HK$18.1 M; losses deepened in H1 2025 despite a 5.3% revenue uptick. The company completed its first acquisition in Feb. 2025, adding Miracle Media Production Limited. Market cap stands at about $6.3 M.
13 October 2025
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BigBear.ai (BBAI) Stock Rockets 80% in 2025 – Is the Defense-AI Rally Just Beginning?

BigBear.ai (BBAI) Stock Rockets 80% in 2025 – Is the Defense-AI Rally Just Beginning?

BigBear.ai closed at $7.24 on Oct. 10, up roughly 78–82% year-to-date and 422% over 12 months. Q2 2025 revenue fell 18% to $32.5 million, with a GAAP net loss of $228.6 million on one-time charges. The company cut 2025 sales guidance and holds $390 million in cash. Wall Street consensus is “Hold” with a $6.00 target, despite recent government contract wins.
13 October 2025
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Nor’easter on Steroids: Coastal Chaos as Storm Knocks Out Power, Flooding Threatens Millions

Nor’easter on Steroids: Coastal Chaos as Storm Knocks Out Power, Flooding Threatens Millions

A powerful nor’easter battered the East Coast over the weekend, dumping up to 4 inches of rain and driving 50–60 mph winds from the Carolinas to New England. States of emergency were declared in New Jersey and parts of New York. Tens of thousands lost power, with Massachusetts and Connecticut hardest hit. Forecasters warned of major coastal flooding and urged residents to avoid beaches and unnecessary travel.
13 October 2025
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AMD Stock Skyrockets to Record High on OpenAI AI Chip Deal – Could $300 Be Next?

AMD Stock Skyrockets to Record High on OpenAI AI Chip Deal – Could $300 Be Next?

AMD shares surged 30–34% after announcing a multi-year deal on Oct. 6 to supply 6 GW of AI chips to OpenAI, including warrants for OpenAI to buy about 10% of AMD at $0.01/share. The stock closed at $214.90 on Oct. 10 and traded near $224 pre-market Oct. 13, with market cap now around $320–330 billion. Q2 revenue rose 32% to $7.7 billion, but U.S. export curbs to China may cut $1.5 billion from 2025 sales.
13 October 2025
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SoFi Stock Skyrockets 230% in 2025 – Will This Fintech Rally Last or Crash?

SoFi Stock Skyrockets 230% in 2025 – Will This Fintech Rally Last or Crash?

SoFi stock surged over 230% in the past year, hitting a 52-week high near $30.30 in late September before retreating to $26.19 on Oct. 10. Q2 2025 net income rose to $97 million from $8 million a year earlier. The company launched no-fee options trading and a new AI ETF, and announced crypto features and a Lightspark partnership. Analyst targets range from $12 to $31, with consensus at $21.
13 October 2025
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Broadcom’s $10B AI Deal Sparks 90% Rally – What’s Next for AVGO Stock?

Broadcom’s $10B AI Deal Sparks 90% Rally – What’s Next for AVGO Stock?

Broadcom closed at $324.63 on Oct. 10, down 5.9% after U.S.–China trade tensions hit tech stocks. Fiscal Q3 revenue rose 22% to $15.95 billion, with AI chip sales up 63% year-over-year. The company announced a $10 billion custom AI chip order in September and raised Q4 revenue guidance to $17.4–17.5 billion. Year-to-date, shares have nearly doubled, giving Broadcom a $1.6 trillion market cap.
13 October 2025
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