Today: 7 February 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.

Comcast Shocker: Cord-Cutting Slows, Wireless Soars in Q3 Earnings

Comcast Shocker: Cord-Cutting Slows, Wireless Soars in Q3 Earnings

Earnings Beat Expectations (Despite Olympic Comparisons) Comcast’s Q3 results trounced Street forecasts. Net income of $3.33 billion (¥8.2% YoY) translated to $0.90 GAAP EPS, or $1.12 adjusted EPS (vs. ≈$1.10 consensus) on $31.2 billion revenue thewrap.com. The revenue marked a 2.7% YoY decline, but topped analyst models (~$30.7B). Crucially, last year’s quarter was inflated by the Paris Olympics (adding ~$1.9B in revenue), so year-on-year comparisons were unfavorable thewrap.com. Even with that Olympic tailwind, Comcast beat estimates, suggesting resilience in its core businesses. Contributing to the beat, Comcast’s theme parks and content divisions thrived. Universal’s new Epic Universe park drove theme-park revenue up
30 October 2025
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Mastercard Stock Rockets on Q3 Earnings Beat and $2B Crypto Play – What Investors Should Know

Mastercard Stock Rockets on Q3 Earnings Beat and $2B Crypto Play – What Investors Should Know

Strong Q3 Earnings and Spending Trends Mastercard’s Oct. 30 earnings report beat expectations, lifting the stock. The payments giant logged Q3 revenue of $8.60 billion, up 17% from a year earlier investing.com, and adjusted EPS of $4.38 (above the $4.32 Wall Street estimate) investing.com. Revenue from cross-border spending jumped ~15%, and its higher-margin services (fraud protection, data analytics, etc.) grew ~25% YoY investing.com. Net profit rose to $3.96 billion reuters.com, reflecting resilient consumer and business spending despite inflation and trade concerns. CEO Michael Miebach told analysts the quarter showed “healthy consumer and business spending” investing.com. Indeed, Mastercard said everyday purchases and travel remained
30 October 2025
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Tiny Biotech INTENSITY THERAPEUTICS Stock Skyrockets on Cancer Therapy Breakthrough – Experts See Big Upside

Tiny Biotech INTENSITY THERAPEUTICS Stock Skyrockets on Cancer Therapy Breakthrough – Experts See Big Upside

Stock Rally on Novel Cancer Data Intensity Therapeutics (NASDAQ: INTS) has been one of the market’s biggest movers. On Oct. 30, 2025 its stock was around $0.27 per share investing.com – an 84% drop YTD but up nearly 200% intraday on the news of its Lancet-published trial tipranks.com. Trading volume exploded: ~279 million shares traded on Oct. 30 vs. an average of ~5 M per day tipranks.com. The rally was sparked by the Phase 1/2 study announcement that Intensity’s lead drug, INT230‑6, showed striking tumor control in advanced cancer. The study covered 64 patients across 20+ tumor types – most had failed multiple therapies.
30 October 2025
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Eli Lilly (LLY) Stock Soars on Weight-Loss Drug Boom – Can It Hit $1,000?

Eli Lilly (LLY) Stock Soars on Weight-Loss Drug Boom – Can It Hit $1,000?

October Stock Moves and Market Reaction Eli Lilly’s stock has moved sharply in recent weeks. After languishing around the mid-$700s in late September, the stock soared in early October. Between Sept. 29 and Oct. 1 it jumped over 9%, briefly touching the low $830s ts2.tech. Analysts noted this jump was fueled by a “perfect storm” of good news: better-than-expected trial results and anticipation of strong earnings. Trading volume was heavy, and by Oct. 23 shares were holding near $818 ts2.tech, about 6% higher on the year (roughly in line with the health-care index). The stock then saw a mid-month wobble.
30 October 2025
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Trump Touts “Tremendous” Soybean Deal with China – Farmers Cautious as Details Remain Vague

Trump Touts “Tremendous” Soybean Deal with China – Farmers Cautious as Details Remain Vague

Trump-Xi Summit Delivers Promises (So Far) On Oct. 30, 2025 the highly-anticipated Trump-Xi face-to-face ended with a flurry of farm-trade promises. President Trump told reporters that President Xi “authorized China to begin the purchase of massive amounts of Soybeans, Sorghum, and other farm products.” Trump said China would start buying “tremendous” volumes immediately farmprogress.com farmprogress.com. Likewise, China’s Ministry of Commerce stated the two sides agreed to “expand agricultural trade” farmprogress.com. Importantly, neither side released binding details. No tariff cuts or purchase quantities were spelled out, leaving investors and farmers wanting clarity. As one analyst put it, “the market was looking
30 October 2025
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Citi Stuns Markets by Slashing Loan Rate – See What’s Next for Borrowers & Stocks

Citi Stuns Markets by Slashing Loan Rate – See What’s Next for Borrowers & Stocks

Citi’s latest rate cut will directly reduce borrowing costs for its customers. For example, a $100,000 loan at the old 7.25% rate incurred about $7,250 in annual interest, versus $7,000 at the new 7.00% rate – a saving of roughly $250 per year news.ssbcrack.com. Banks typically adjust base or benchmark rates in line with changes in prime rates or funding costs. After the Fed cut rates, Citi’s move aligns its base rate with a U.S. prime of 7.00%. In India, with inflation low and growth forecasts solid (RBI now projects FY26 GDP ~6.8% pib.gov.in), lenders are looking to spur demand
30 October 2025
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Roblox Stock Surges: Viral Games Ignite Unprecedented Growth in Q3 Earnings

Roblox Stock Surges: Viral Games Ignite Unprecedented Growth in Q3 Earnings

Q3 Earnings Smash Expectations Roblox’s Oct. 30 earnings release stunned analysts. Bookings (non-GAAP sales of virtual currency) hit $1.92 billion in Q3 ng.investing.com, handily beating the $1.65B consensus reuters.com. This reflected a 70% surge in user spending versus year-ago. Daily active users climbed ~70% YoY to 151.5M ng.investing.com, and hours spent in games jumped 91% to 39.6 billion. By contrast, GAAP revenue was $1.36B (+48%) ng.investing.com and GAAP loss $0.37/share (slightly smaller loss than expected) ng.investing.com. In remarks, CEO Dave Baszucki said the quarter showed “tremendous progress we’ve made toward our goal of capturing 10% of the global gaming market”
30 October 2025
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Historic “Silver Tsunami” Rocks Markets & Main Street – 70% Silver Rally Meets $10T Baby Boomer Exodus

Historic “Silver Tsunami” Rocks Markets & Main Street – 70% Silver Rally Meets $10T Baby Boomer Exodus

In sum, two very different “silver tsunamis” are converging: one in markets, one in Main Street demographics. On the metals side, silver’s unprecedented rally has industry analysts scrambling. “Safe-haven demand, Fed rate cuts, and slack supply” have fueled the climb ts2.tech, and chart technicians point out that breaking $50 could spark further momentum. Many experts caution volatility but see room to run: as MarketBeat notes, major banks have repeatedly hiked mining stocks’ targets in October (e.g. PAAS to $47–62) marketbeat.com. Still, some analysts urge caution, pointing to the US government shutdown in early Oct 2025 as a temporary driver of
30 October 2025
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Bank of Canada Cuts Key Rate to 2.25% – Is This the End of Rate Cuts?

Bank of Canada Cuts Key Rate to 2.25% – Is This the End of Rate Cuts?

The Bank of Canada (BoC) cut its overnight rate by 25 basis points to 2.25% on Oct. 29, 2025 reuters.com, the second straight cut in as many meetings. Governor Tiff Macklem signaled this might be the last cut for now, saying policy is “about the right level to keep inflation close to 2% while helping the economy” canadianmortgagetrends.com. The BoC’s new forecasts show sluggish growth (only 1.2% in 2025 and 1.1% in 2026) and inflation near 2% reuters.com canadianmortgagetrends.com. Markets rallied: the Canadian dollar firmed to about C$1.3915 per USD reuters.com and the TSX Composite hovered around 30,350 points (after
29 October 2025
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UnitedHealth Stock Rallies After Bold Strategy Overhaul – Is 2026 a Turning Point?

UnitedHealth Stock Rallies After Bold Strategy Overhaul – Is 2026 a Turning Point?

UnitedHealth’s recent earnings and strategic shifts have drawn close market attention. The company’s Q3 2025 results beat expectations, enabling a tighter outlook. Its revenue for Q3 rose 12% to $113.2 billion unitedhealthgroup.com, with adjusted profit of $2.92 per share. That exceeded estimates and allowed management to raise full-year profit guidance. On Oct. 28, UnitedHealth said it now sees 2025 net EPS of at least $16.25 (from $16.00 prior) reuters.com – above the roughly $16.20 analysts had forecast. As portfolio manager Daniel Barasa of Gabelli Funds noted, “the results, the EPS guidance increase, and management commentary were all highly encouraging,” potentially signaling
29 October 2025
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PECO Pumps $10K Grants into Parks & $12K to Heroes – Energy Stocks Rally?

PECO Pumps $10K Grants into Parks & $12K to Heroes – Energy Stocks Rally?

PECO’s twin announcements underscore a trend where utilities blend community support with clean-energy goals. Green Region grants (via PECO and Natural Lands Trust) will fund everything from new trails to tree planting. Kwashie emphasizes the broader payoff: green spaces “support local sustainability goals… and reinforce our dedication to building a cleaner, brighter future” philadelphia.today. Nonprofit applicants can match PECO funds with grant or donated dollars to expand parks, forests and climate-resilient landscapes across suburban Philadelphia. Likewise, PECO’s First Responders Day awards – part of a $120K pledge across its service area – honor emergency personnel with practical support. For example,
29 October 2025
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Alaska-Hawaiian Merger Takes Off: Single Operating Certificate and More

Alaska-Hawaiian Merger Takes Off: Single Operating Certificate and More

What This Means for Travelers Behind the scenes, Alaska’s takeoff toward full integration will be mostly transparent to customers. Travel itineraries and loyalty points carry over automatically, and the Hawaiian brand on island‑only routes remains in place airlinegeeks.com. Flight numbers and booking codes have already switched: passengers who booked on HA numbers need do nothing – their flights are now AS flights beatofhawaii.com. Free Wi‑Fi via Starlink (when installed) and an expanded network will be the tangible benefits in the cabin. As Alaska’s CEO put it, the goal is “one combined airline” in terms of systems, safety and service, without
29 October 2025
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Stock Market Today

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

7 February 2026
Amazon shares fell Friday after the company announced a $200 billion AI infrastructure plan for 2026, exceeding analyst expectations and reviving investor concerns about profitability. Combined 2026 capex flagged by Amazon, Alphabet, Microsoft, and Meta now tops $630 billion. Nvidia, AMD, and Broadcom shares surged on the news, while software and data firms remained under pressure.
Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

7 February 2026
Nvidia surged 7.8% Friday, leading a chip stock rally that pushed the Dow above 50,000 for the first time. The PHLX semiconductor index gained 5.7% as Advanced Micro Devices rose 8.3% and Broadcom 7.1%. Amazon fell 5.6% after projecting $200 billion in 2026 capital spending. Investors weighed a $600 billion AI infrastructure outlay against sharp losses in software shares.
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