Today: 4 March 2026

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.

NVIDIA Stock Set to Soar? Latest AI Boom & Stock Forecast Revealed

NVIDIA Stock Set to Soar? Latest AI Boom & Stock Forecast Revealed

NVIDIA shares traded near $183 with a market cap of $4.45 trillion, after peaking at $195.62 on Oct. 9, 2025. Q2 FY2026 revenue hit $46.7 billion, up 56% year over year, with data center sales at $41.1 billion. The company agreed to supply 10 gigawatts of GPU power to OpenAI and invest up to $100 billion in its next-gen models. Gaming revenue rose 49% to $4.3 billion, while automotive revenue reached $586 million.
13 October 2025
Bitcoin Rally & AI Pivot Send Bitfarms (BITF) Stock Soaring – 148% YTD Gain

Bitcoin Rally & AI Pivot Send Bitfarms (BITF) Stock Soaring – 148% YTD Gain

Bitfarms shares have surged about 148% year-to-date, trading in the mid-$4s on NASDAQ as of mid-October 2025, near multi-year highs. The company reported Q2 revenue of $78 million but a net loss of $29 million, mined 718 BTC, and launched a 10% share buyback. Bitfarms is exiting Argentina, expanding U.S. operations, and accelerating its Pennsylvania HPC/AI data center with new project financing.
Qualcomm (QCOM) Stock: Can 5G & AI Drive It to the Moon – Or Will China’s Probe Crash the Party?

Qualcomm (QCOM) Stock: Can 5G & AI Drive It to the Moon – Or Will China’s Probe Crash the Party?

Qualcomm shares fell 7.3% on Oct. 10, 2025, after reports of a Chinese antitrust probe, closing near $153.60. The stock is down about 4% year-on-year and trades at roughly 15 times trailing earnings. Analysts rate it a Moderate Buy, with an average 12-month target of $183. Qualcomm reported Q3 revenue of $10.37 billion, up 10% from a year earlier.
USA Rare Earth’s Meteoric Rise: The Pre-Revenue Mining Stock Targeting $30+ amid China Tensions

USA Rare Earth’s Meteoric Rise: The Pre-Revenue Mining Stock Targeting $30+ amid China Tensions

USA Rare Earth shares surged over 120% year-to-date, closing at $32.61 on Oct. 13 after CEO Barbara Humpton disclosed White House talks and a $100 million deal to acquire UK-based Less Common Metals. The company, still pre-revenue, reported a Q2 net loss of $142.7 million and held $121.8 million cash as of June 30, with analysts split on its soaring valuation.
TSMC Stock Skyrockets on AI Chip Boom – Can the Rally Last?

TSMC Stock Skyrockets on AI Chip Boom – Can the Rally Last?

TSMC ADR hit a record above $300 in early October 2025, up 63% over 12 months and 45% year-to-date. Preliminary Q3 revenue reached NT$989.9 billion ($32.5B), up 30% year-on-year, beating forecasts. Market cap stands at $1.1 trillion. Taiwan rejected U.S. calls for a 50/50 chip production split as China held military drills near the island.
13 October 2025
BitMine Immersion (BMNR) Stock Rockets 700% on $13.4B Crypto Haul – Bubble or Breakout?

BitMine Immersion (BMNR) Stock Rockets 700% on $13.4B Crypto Haul – Bubble or Breakout?

BMNR stock surged nearly 700% in 2025, peaking at $161 before settling in the mid-$50s as of Oct. 10, with daily volumes reaching up to $3 billion. BitMine now holds 2.83 million ETH and $456 million in cash, making it the largest corporate Ethereum holder. The company pivoted from Bitcoin mining to a crypto treasury model and remains unprofitable, with a book value per share of about $1.40.
Tesla Stock Today: Crash or Coiled Spring? 13 Must‑Know Facts About TSLA (Oct 13, 2025)

Tesla Stock Today: Crash or Coiled Spring? 13 Must‑Know Facts About TSLA (Oct 13, 2025)

Tesla shares last traded at $413.49, down about 5% on the day, after U.S. safety regulators opened a new probe into FSD over alleged red-light violations and wrong-way driving. The NHTSA investigation covers roughly 2.88 million vehicles. Tesla also launched lower-priced Model 3 and Model Y trims in the U.S. and Europe this week. Q3 deliveries hit a record 497,099 vehicles, with earnings set for Oct. 22.
13 October 2025
MP Materials Stock Soars on Pentagon and Apple Breakthroughs – 400% YTD Rally Explained

MP Materials Stock Soars on Pentagon and Apple Breakthroughs – 400% YTD Rally Explained

MP Materials shares surged nearly 400% year-to-date, closing at $78.34 on Oct. 10, 2025, after major deals with the U.S. Defense Department and Apple. The Pentagon invested $400M for a 15% stake and set a 10-year price floor on NdPr oxide. Q2 2025 revenue rose 84% to $57.4M, with a narrowed EBITDA loss. Analysts rate the stock a “Moderate Buy” as U.S. policy boosts MP amid China export curbs.
Breaking: LAX Flights Grounded in Major Outage – Was a Cyberattack to Blame? (Oct 2025)

Breaking: LAX Flights Grounded in Major Outage – Was a Cyberattack to Blame? (Oct 2025)

The FAA ordered a ground stop at Los Angeles International Airport on Oct. 12, 2025, after an equipment outage disrupted air traffic control systems, halting most departures and some arrivals. Technicians restored operations within hours, but airlines faced lingering delays. The cause remains under review, with officials saying no evidence links the outage to hacking. The incident hit during a busy holiday weekend, compounding delays nationwide.
Will You Get a Surprise $2,000 Stimulus Check in October 2025? (And Why Stocks Are Soaring Anyway)

Will You Get a Surprise $2,000 Stimulus Check in October 2025? (And Why Stocks Are Soaring Anyway)

The IRS and Congress say no new federal stimulus checks are coming in 2025, dismissing viral claims of $1,390 to $2,000 payments this October. President Trump’s proposed “tariff rebate” checks remain only a proposal with no law passed. The IRS is finishing up unclaimed $1,400 pandemic rebates from 2021, but no new federal payments are scheduled. State relief checks this fall are separate state programs, not federal stimulus.
13 October 2025
ZenaTech (ZENA) Stock: Will It Explode 70% on New Drone & Quantum Breakthroughs? (Oct 2025 Deep Dive)

ZenaTech (ZENA) Stock: Will It Explode 70% on New Drone & Quantum Breakthroughs? (Oct 2025 Deep Dive)

ZenaTech shares surged about 6% to $5.94 on Oct. 10, 2025, after acquiring Arizona’s Putt Land Surveying and opening a new 20,000 sq.ft. DaaS headquarters in Orlando. Year-to-date, the stock has roughly tripled from its lows. Q2 revenue jumped 500% year-over-year, though the company remains unprofitable with a C$19.3M deficit as of June 30. Market cap stands near $173 million.
Klarna (KLAR) Stock Dips Below IPO Price – Will Analysts’ Bullish Forecast Come True?

Klarna (KLAR) Stock Dips Below IPO Price – Will Analysts’ Bullish Forecast Come True?

Klarna closed at $38.93 on Oct. 10, 2025, below its $40 IPO price and down about 9% month-to-date. The company reported Q2 revenue of $823 million, up 20% year-over-year, and its fifth straight profitable quarter. Klarna recently announced an AI partnership with Google Cloud and secured a deal to offer loans through Walmart’s OnePay app, replacing Affirm. Active users total 111 million; analyst consensus rates the stock a strong buy.
12 October 2025
Palo Alto Networks (PANW) Stock Skyrockets on AI-Powered Cybersecurity Boom – Can It Keep Going?

Palo Alto Networks (PANW) Stock Skyrockets on AI-Powered Cybersecurity Boom – Can It Keep Going?

Palo Alto Networks closed at $208.55 on Oct. 10, up 14% year-to-date, with a market cap near $140 billion. In July, it announced a $25 billion acquisition of CyberArk. Q4 FY2025 revenue rose 16% to $2.5 billion, beating forecasts; management projects FY2026 revenue of $10.48–10.53 billion. PANW remains debt-free with strong free cash flow and a consensus “Buy” rating from analysts.
Trilogy Metals (TMQ) Stock Explodes After U.S. Government Takes 10% Stake in Alaskan Copper Boom

Trilogy Metals (TMQ) Stock Explodes After U.S. Government Takes 10% Stake in Alaskan Copper Boom

The U.S. Department of Defense invested $35.6 million for nearly 10% of Trilogy Metals and secured warrants for up to 17.5% ownership on Oct. 6, 2025. President Trump reversed a block on the Ambler access road, enabling mineral transport from Trilogy’s Alaska project. Trilogy shares surged over 200%, briefly topping a C$1.3 billion market cap. The company reported a $1.7 million Q3 net loss and has no revenue.
Is Warner Bros. Discovery (WBD) the Next Big Media Stock? 75% YTD Surge Sparks Buzz

Is Warner Bros. Discovery (WBD) the Next Big Media Stock? 75% YTD Surge Sparks Buzz

Warner Bros. Discovery closed at $17.10 on Oct. 10, up about 75% year-to-date after rebuffing a $20/share bid from Paramount Skydance and announcing a 2026 company split. Market cap stands near $42–45 billion, with Q2 revenue at $9.8 billion and 125.7 million streaming subscribers. Gross debt remains high at $35–38 billion. Analyst sentiment is mixed, with price targets ranging from $13 to $24.
12 October 2025
China’s Rare-Earth Gambit: Tech Stocks Crash, Miner Profits Soar Amid Trade War Escalation

China’s Rare-Earth Gambit: Tech Stocks Crash, Miner Profits Soar Amid Trade War Escalation

China’s Commerce Ministry on Oct. 9 expanded export controls to five more rare-earth metals, now restricting 12 of 17 key elements. The U.S. responded with a vow of 100% tariffs on Chinese goods and new software export curbs. Tech stocks fell while rare-earth miners surged. Washington called China’s move “hostile” and said it is assessing the impact.
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