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.

NUAI Stock Skyrockets: Tiny Permian Data Center Bet Surges 84% on AI Hype

NUAI Stock Skyrockets: Tiny Permian Data Center Bet Surges 84% on AI Hype

Company Background & Strategy New Era Energy & Digital, Inc. (formerly New Era Helium) is a Midland, TX–based developer of “next-generation digital infrastructure and integrated power assets” businesswire.com. In August 2025 it rebranded to emphasize its pivot from helium extraction to AI data centers ts2.tech. The core strategy is to vertically integrate power and compute: it owns Permian Basin land and gas resources to power a proposed AI/ML data center campus. The flagship venture is Texas Critical Data Centers (TCDC), a 50/50 JV with Sharon AI. TCDC is designing a campus of ~438 contiguous acres (expanding to 1+ GW) dedicated
AI Data-Center Gold Rush: Applied Digital Rockets on $11B Contracts and Blows Past Q1 Forecasts

AI Data-Center Gold Rush: Applied Digital Rockets on $11B Contracts and Blows Past Q1 Forecasts

Overview: Dallas-based Applied Digital (NASDAQ: APLD) designs and operates high-performance data centers and cloud colocation – recently pivoting from crypto-mining hosting to AI and HPC (high-performance computing) workloads ts2.tech. Its flagship Polaris Forge campus in North Dakota was even named “Best Data Center in the Americas 2025” by Datacloud ts2.tech. In an AI-driven cloud boom, demand for such specialized capacity is running far ahead of supply, giving APLD a unique niche reuters.com ts2.tech. Q1 Results (Aug 31, 2025): Applied Digital’s Q1 (fiscal) was nothing short of a breakout quarter. Revenues jumped 84% YoY to $64.2 million stocktitan.net, thanks largely to tenant
Sam’s Club Shocker: Warehouse Giant Extends Sunday Hours – Members Thrilled as Shopping Windows Expand

Sam’s Club Shocker: Warehouse Giant Extends Sunday Hours – Members Thrilled as Shopping Windows Expand

Why the Change Now Sam’s Club says members “overwhelmingly” asked for longer weekend hours economictimes.indiatimes.com. In practice, extending Sunday hours helps spread out crowds and gives big-shopping members more flexibility. Plus members keep their 8–9 am head start, preserving that perk for a higher fee tier economictimes.indiatimes.com. The move also simplifies scheduling: most clubs will now run 8 am–8 pm every day (except a few local exceptions) economictimes.indiatimes.com. Walmart spokesman Steven Zapata confirmed to reporters that customer feedback prompted this shift economictimes.indiatimes.com. Analysts see this as a savvy member-driven strategy. A TechSpace2 analysis notes warehouse clubs are gaining share amid retail headwinds, with
10 October 2025
Gold’s Jaw-Dropping $4,000 Rally: Bubble Alert or Ultimate Safe-Haven?

Gold’s Jaw-Dropping $4,000 Rally: Bubble Alert or Ultimate Safe-Haven?

Why Investors Are Flocking to Gold On Oct. 6–8, gold ran through its all-time highs. Spot gold briefly hit about $4,078/oz (intraday) on Oct. 8 ts2.tech, after closing ~2% higher on Oct. 7 ts2.tech. As one Reuters report noted, gold’s surge was driven by growing uncertainty: “investors are seeking safety from mounting economic and geopolitical uncertainty, alongside expectations of further Fed rate cuts” reuters.com. In Asia, a plunge in the Japanese yen (after an election of a dovish finance minister) left one less currency safe haven, “and gold was able to capitalise,” said Tim Waterer of KCM Trade ts2.tech. Meanwhile
BULLISH BREAKOUT: Google’s $3B Backstop Rockets TeraWulf (WULF) Stock to Multi-Year High

BULLISH BREAKOUT: Google’s $3B Backstop Rockets TeraWulf (WULF) Stock to Multi-Year High

Recent Developments Google-Backed AI Deals: In mid-August 2025 TeraWulf unveiled two 10-year co-location agreements with Fluidstack for AI workloads investors.terawulf.com investors.terawulf.com. These contracts (200+ MW at Lake Mariner) anchor ~$3.7 B of initial revenue (up to $8.7 B with extensions) investors.terawulf.com. Google Inc. agreed to backstop $1.8 B of Fluidstack’s lease obligations and took warrants for ~41 M shares (~8% equity) investors.terawulf.com. Shortly after, Google deepened its commitment: on Aug.18 it provided an additional $1.4 B backstop, gaining warrants for ~32.5 M more shares (bringing its total commitment to $3.2 B and stake to 14%) ts2.tech bitget.com. The new funding secures project debt financing for the CB-5
Snowflake Stock Rockets to Record High on AI Surge – Can $300 Targets Be Next?

Snowflake Stock Rockets to Record High on AI Surge – Can $300 Targets Be Next?

Snowflake’s shares have been on a tear through late 2025. After soaring on its strong Q2 report, SNOW traded near $247 on Oct 9 – close to its year‑high ts2.tech. That represents triple‑digit gains versus a year ago ts2.tech. The uptrend is driven by accelerating revenue growth and the cloud/AI hype cycle. Technically, the stock is extended (above its 50-day and 200-day moving averages around $216 and $197 marketbeat.com) but momentum remains strong. In the near term, investors will watch whether SNOW can sustain this pace or needs to consolidate around $250. On the fundamental side, Snowflake’s Q2 results underscore
Bitfarms Stock Explodes on Crypto & AI Boom – 148% YTD Rally

Bitfarms Stock Explodes on Crypto & AI Boom – 148% YTD Rally

Business Model and Operations Bitfarms is a “vertically integrated” Bitcoin miner: it builds, owns and operates its mining farms end-to-end investor.bitfarms.com. The company operates about 13 data centers (10 owned farms plus hosting agreements) across four countries investor.bitfarms.com. These facilities house thousands of ASIC miners powered mostly by hydro-electric and other long-term renewable contracts – Bitfarms boasts 82–90% renewable energy use investor.bitfarms.com ainvest.com. In-house teams handle electrical engineering, installation, and repairs investor.bitfarms.com. As of mid-2025, Bitfarms had ~17–19 EH/s of operational hashing capacity (after acquiring Stronghold Digital Mining, which added ~1 GW of U.S. projects cantechletter.com). This makes it one of North
AtlasClear (ATCH) Stock Skyrockets 50% on $20M Financing – Fintech Underdog Poised to Soar?

AtlasClear (ATCH) Stock Skyrockets 50% on $20M Financing – Fintech Underdog Poised to Soar?

Business Model & Market Position AtlasClear is a niche B2B fintech aiming to offer a one-stop clearing, brokerage and banking platform for smaller financial firms. According to the company, it is “building a cutting-edge, technology-enabled financial services platform to modernize trading, clearing, settlement and banking” globenewswire.com. Through its subsidiary Wilson-Davis & Co. (a full-service broker-dealer since 1968) AtlasClear provides correspondent clearing and trade execution. Management’s strategy is to expand this platform organically and via acquisitions: for example, it plans to acquire Commercial Bancorp of Wyoming (Farmers State Bank), a Federal Reserve member bank streetinsider.com, to gain FDIC/banking capabilities. The combined
9 October 2025
Shocking IRS Update: New 2026 Tax Brackets Slashed for Millions – Here’s How Much You’ll Save

Shocking IRS Update: New 2026 Tax Brackets Slashed for Millions – Here’s How Much You’ll Save

The IRS announced inflation-adjusted 2026 tax brackets and deductions, easing bracket creep irs.gov cbsnews.com. For example, a single earner making $50,000 will now fall in the 12% bracket (instead of 22%) cbsnews.com. The standard deduction rises to $32,200 for joint filers ($16,100 single) irs.gov. All seven marginal rates (10%–37%) remain in force under the new law, but higher income cutoffs apply irs.gov. Capital gains thresholds also jump: the 0% rate applies up to ~$49,450 (single) or $98,900 (couples) thefinancebuff.com, and the 15% bracket extends to ~$545,500/$613,700 thefinancebuff.com. These changes stem from the new “One Big Beautiful Bill” law (signed July
CIFR Stock Skyrockets 320% After Google-Backed AI Mining Deal – Bubble or Boom?

CIFR Stock Skyrockets 320% After Google-Backed AI Mining Deal – Bubble or Boom?

Company Background & Business Model Cipher Mining is a pure-play Bitcoin miner that specializes in large-scale, energy-efficient data-center mining ts2.tech. It locates facilities “behind the meter” at low-cost renewable power sites in West Texas ts2.tech. Its flagship “Black Pearl” complex (Odessa, TX) is a 150 MW facility serving both Bitcoin mining and high-performance computing (HPC) ts2.tech. As of mid-2025, Cipher had deployed ~16.8 EH/s of mining capacity (with next-gen ASIC miners) ts2.tech and plans to reach ~23.5 EH/s by Q3’25 ts2.tech. To fund growth, it has a large 2.6 GW pipeline of additional power projects ts2.tech. In Q2’25 Cipher produced ~150 BTC and achieved $44 M
MEDIROM (NASDAQ: MRM) Set for Takeoff: Series A Boost & Altman-Backed ‘Orb’ Deal Fuels 150% Upside

MEDIROM (NASDAQ: MRM) Set for Takeoff: Series A Boost & Altman-Backed ‘Orb’ Deal Fuels 150% Upside

Company Background & Business Model MEDIROM Healthcare Technologies (NASDAQ: MRM) is a Tokyo‑based provider of holistic health and wellness services. Founded in 2000, it operates 300+ Re.Ra.Ku branded relaxation salons across Japan medirom.co.jp, offering massage, aromatherapy and lifestyle therapy. These salons generate the bulk of revenues (47.3M of $52.7M in 2024) ir.medirom.co.jp. In parallel, since 2015 MEDIROM has built a Digital Preventative Healthcare arm. Key elements are: the Lav® on-demand health‐guidance app, and the MOTHER Bracelet®, a battery‑free wearable activity tracker. In 2023 it launched REMONY, a remote health monitoring service bundling the MOTHER Bracelet with corporate wellness programs medirom.co.jp.
Intellia Therapeutics Stock Soars on Gene-Editing Breakthrough – Analysts Eye 70–100% Upside

Intellia Therapeutics Stock Soars on Gene-Editing Breakthrough – Analysts Eye 70–100% Upside

Intellia Background and Pipeline Intellia was an early pioneer of in-vivo CRISPR therapy. Based in Cambridge, MA, it was among the first to administer CRISPR-Cas9 therapies directly into patients ts2.tech. In 2021 Intellia reported the first clinical proof that in-body CRISPR editing could work – a single injection dramatically lowered the disease protein (transthyretin) in ATTR amyloidosis patients ts2.tech. Today, the company’s focus is on curative gene edits in severe diseases. Its lead programs are NTLA-2001 (nexiguran ziclumeran) for transthyretin amyloidosis (ATTR) and NTLA-2002 (lonvoguran ziclumeran) for hereditary angioedema (HAE) ts2.tech ts2.tech. Both use CRISPR delivered via lipid nanoparticles to
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