Today: 8 November 2025
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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.

Dell’s AI Server Boom Doubles Growth Forecasts – Is a Data Center Glut Looming?

Dell’s AI Server Boom Doubles Growth Forecasts – Is a Data Center Glut Looming?

Dell Bets Big on AI – Doubling Growth Targets Dell’s announcement on October 7, 2025 marked a turning point for the company’s trajectory. At an analyst meeting that day, the tech giant dramatically raised its long-term financial forecasts, effectively doubling the pace at which it expects to expand in coming years ts2.tech. Management now projects high-single-digit percentage revenue growth (7–9% annually) and at least mid-teens earnings growth through 2029 reuters.com ts2.tech – a remarkable upgrade from the prior “GDP-plus” style targets (~3–4% revenue and ~8% EPS growth). The bold new goals signal far greater confidence in future demand, driven almost
8 October 2025
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QuantumScape’s EV Battery Breakthrough Sends Stock Soaring – Will the High-Voltage Hype Last?

QuantumScape’s EV Battery Breakthrough Sends Stock Soaring – Will the High-Voltage Hype Last?

QuantumScape’s High-Voltage Rally Explained QuantumScape’s stock went into “blast-off mode” in late September and early October 2025, buoyed by major developments in its technology and partnerships. After trading flat around $12–$13 through mid-September, QS suddenly broke out on successive news catalysts: it jumped 18% on Sept 18, then another +18.4% on Oct 1, ultimately hitting an intraday high of $16.49 by Oct 3 ts2.tech. The Oct 3 close at $15.92 capped a stunning ~30% gain in one week and a ~172% year-to-date rise ts2.tech. This rally far outpaced broader markets and made QuantumScape one of 2025’s top-performing tech stocks. Trading
8 October 2025
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Joby Aviation’s $500 Million Stock Gamble Triggers Selloff – Can the Air Taxi Dream Still Soar?

Joby Aviation’s $500 Million Stock Gamble Triggers Selloff – Can the Air Taxi Dream Still Soar?

Joby’s $500M Stock Offering and Selloff Joby Aviation – a California-based developer of all-electric vertical takeoff and landing (eVTOL) air taxis – shocked investors on Oct. 7, 2025 by announcing a major stock sale after a year of surging share prices. The company launched a $500 million underwritten public offering of common stock, selling 30.5 million shares at $16.85 each (with an option for underwriters to buy 4.575 million more) ir.jobyaviation.com. Morgan Stanley is the sole book-runner on the deal ir.jobyaviation.com. The offering will gross approximately $513.9 million (or up to ~$589M if the extra shares are sold) ir.jobyaviation.com, bolstering Joby’s balance sheet for the
8 October 2025
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OpenAI’s Mega-Deals with Nvidia & AMD Spark a $1 Trillion AI Frenzy

OpenAI’s Mega-Deals with Nvidia & AMD Spark a $1 Trillion AI Frenzy

OpenAI Fuels a $1 Trillion AI Hardware Boom OpenAI – the creator of ChatGPT – has positioned itself at the center of an AI hardware buying frenzy that is reshaping the tech industry. In the past few weeks (early October 2025), OpenAI announced two blockbuster chip-supply deals that together span 16 gigawatts of computing capacity – an almost inconceivable scale. (For perspective, 16 GW of data center power is roughly equivalent to the output of 16 large power plants.) These deals, one with long-time AI chip leader Nvidia and the other with rival AMD, are helping propel what analysts dub a “trillion-dollar
8 October 2025
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Wall Street’s $2 Billion Bet on the Future: NYSE Owner Goes All-In on Polymarket Prediction Markets

Wall Street’s $2 Billion Bet on the Future: NYSE Owner Goes All-In on Polymarket Prediction Markets

ICE’s $2B Vote of Confidence in Polymarket Wall Street’s biggest exchange operator is making a bold bet that betting on real-world events is the next big financial frontier. Intercontinental Exchange Inc. (ICE) – the owner of the NYSE – confirmed it will invest $2 billion in Polymarket, a deal that values the crypto-powered betting platform at roughly $8 billion pre-money (around $10B post-investment) reuters.com reuters.com. This is a landmark endorsement of prediction markets by a mainstream financial giant. The deal, first reported by The Wall Street Journal and Bloomberg, could be officially announced any day ts2.tech. Why it matters: ICE’s
8 October 2025
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Rocket Lab Soars to New Heights After Mega Launch Deal – What’s Next for the Space Stock?

Rocket Lab Soars to New Heights After Mega Launch Deal – What’s Next for the Space Stock?

Rocket Lab’s Stock Hits New High on Latest Launch Deal Rocket Lab’s shares have been on a tear in 2025, and the momentum hit a fever pitch this week. On October 8, the stock jumped around 7% to roughly $66 in pre-market trading benzinga.com – a fresh all-time high – after the company announced an exciting new launch contract. The surge continued a stunning run-up over the past year: Rocket Lab’s stock is up about 700% year-over-year, recently hovering near its 52-week high ts2.tech. Even a mid-September wobble (when a $750 million at-the-market share offering plan briefly knocked shares down ~12%)
8 October 2025
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Verizon Goes to Space: AST SpaceMobile Deal Signals End of Dead Zones – Stock Rockets on Breakthroughs

Verizon Goes to Space: AST SpaceMobile Deal Signals End of Dead Zones – Stock Rockets on Breakthroughs

Space Meets Cell Towers: Verizon and AST SpaceMobile’s Bold Pact In a move that could eliminate mobile dead zones, Verizon has struck a definitive agreement with AST SpaceMobile to beam cellular service from space across the U.S. starting in 2026 businesswire.com. Announced on October 8, this partnership will integrate AST’s satellite network with Verizon’s terrestrial 4G/5G network, effectively allowing Verizon customers’ phones to connect via satellite when they venture beyond cell tower range businesswire.com businesswire.com. “Through our definitive commercial agreement with Verizon, we are working to deliver space-based cellular broadband coverage from space across the continental United States,” said AST
8 October 2025
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XRP Whales Spark $500M Crypto Shakeout as Price Crashes – Will Ripple’s Token Soar Next?

XRP Whales Spark $500M Crypto Shakeout as Price Crashes – Will Ripple’s Token Soar Next?

XRP Slides Under $3.00 as Crypto Markets Pull Back After a strong start to “Uptober,” XRP’s rally hit a wall in the first week of October 2025. On Oct. 7, the price of XRP sank below the psychological $3.00 level, catching many bulls off guard ts2.tech. The token fell from around $3.07 at its intraday peak to roughly $2.85 by day’s end ts2.tech, a ~4% drop in 24 hours. This decline came amid a broader crypto market pullback – Bitcoin slid about 2.4% that day and other major altcoins like Ethereum also dipped a few percent ts2.tech. The sudden risk-off move
8 October 2025
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Silver Near $50 – Is a New Record Imminent? Inside 2025’s Soaring Silver Surge

Silver Near $50 – Is a New Record Imminent? Inside 2025’s Soaring Silver Surge

Silver Soars to 14-Year Highs, Closing in on Record Levels Silver’s price has exploded upward in 2025, putting the vaunted $50 per ounce milestone within sight. As of October 8, 2025, spot silver trades around $48.8/oz investing.com – territory not seen since 2011. Just days earlier it touched $47.8, the loftiest price in over 14 years ts2.tech. This puts silver only a few percentage points below its all-time nominal high of ~$49.50 (set in April 2011) ts2.tech. The metal’s ascent this year has been stunning: silver is up roughly 60–65% year-to-date investing.com, after starting 2025 in the low $30s. By
8 October 2025
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OpenAI’s AMD Mega-Deal Sparks an AI “Mega-Blob” – 6GW of Chips, a 10% Stake, and a $100B Bet

OpenAI’s AMD Mega-Deal Sparks an AI “Mega-Blob” – 6GW of Chips, a 10% Stake, and a $100B Bet

A $100 Billion+ Chip Deal: OpenAI’s Bet on 6 GW of AMD GPUs OpenAI’s new partnership with AMD, announced on October 6, 2025, is staggering in scope – even by the outsized standards of the AI industry. OpenAI will buy up to 6 gigawatts of AMD’s Instinct data center GPUs over the next several years ts2.tech. To put that in perspective, 6 GW of computing is on the order of hundreds of thousands of high-end chips, enough to fill multiple giant data centers devoted entirely to artificial intelligence workloads ts2.tech. Sam Altman, OpenAI’s CEO, said AMD will be a “core strategic compute partner” providing the massive
8 October 2025
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Turkey’s Gas Revolution: Erdogan’s LNG Pivot Threatens Russia & Iran’s Energy Grip

Turkey’s Gas Revolution: Erdogan’s LNG Pivot Threatens Russia & Iran’s Energy Grip

Turkey’s Gas Pivot: LNG Deals and Domestic Production Turkey is undertaking a strategic overhaul of its gas supply. Once overwhelmingly dependent on pipeline gas from Russia and Iran, Ankara is now doubling down on alternative sources. State energy company BOTAŞ has struck a flurry of long-term LNG deals with a range of suppliers. In September, it signed a landmark 20-year agreement with Mercuria to import about 4 bcm of U.S. LNG annually starting in 2026 tradingview.com. This single deal will total roughly 70 bcm over two decades. Energy Minister Alparslan Bayraktar hailed it as a “milestone” for Turkey’s energy security,
8 October 2025
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Gold Hits $4,000 as AI Frenzy Pushes Stocks Near Record – Boom or Bust Ahead?

Gold Hits $4,000 as AI Frenzy Pushes Stocks Near Record – Boom or Bust Ahead?

Gold Soars to Record High as Risks Mount Gold’s astonishing climb to record highs above $4,000 per ounce underscores how anxious the global backdrop has become. The metal has spiked over 50% in 2025, an “unbelievable” rally that signals “something bad is happening and that we should be nervous,” warns Dan Smith, a commodity analytics director reuters.com. Indeed, analysts say little stands in the way of gold’s surge given the current climate reuters.com. Virtually every classic gold driver is flashing green: geopolitical strife, economic uncertainty, and expectations of easier monetary policy have all converged. “Right now, everything that is a
8 October 2025
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