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.

Nvidia Stock Rockets Toward $200 on AI Boom — Analysts Predict Further Gains

Nvidia Stock Rockets Toward $200 on AI Boom — Analysts Predict Further Gains

NVDA Stock Surges on AI Optimism and Trade Hopes Nvidia’s share price has climbed sharply in late October. The stock closed around $191 on Oct. 27 ts2.tech (versus ~$182 just a week earlier stockanalysis.com), driven by broad rallies in high-tech. U.S. markets hit record highs on Oct. 27 as investors cheered signs of a U.S.–China trade détente and a likely Fed rate cut reuters.com ts2.tech. NVDA outpaced the S&P 500 on Monday, rising 2.8% and providing the biggest boost to the index reuters.com. That lifted Nvidia’s market cap back near $4 trillion (it briefly topped $4 trillion in early Oct. ts2.tech). The year-to-date gain is
28 October 2025
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Ford Stock Soars on Strong Q3; Outlook Clouded by EV Costs and Tariff Risks

Ford Stock Soars on Strong Q3; Outlook Clouded by EV Costs and Tariff Risks

Earnings Boost the Stock Ford’s latest earnings report (Oct. 23, 2025) exceeded expectations and lifted investor confidence. The automaker posted a record $50.5 billion in Q3 revenue and $0.60 GAAP EPS, well above analyst forecasts s205.q4cdn.com. Adjusted free cash flow reached $4.3 billion, reflecting strong truck sales and disciplined cost management. The robust results were driven by Ford Pro (commercial vehicles), whose $17.4 B revenue (up 11% YoY) generated roughly $2.0 B in EBIT markets.financialcontent.com. This segment’s growth (especially F-Series pickups, Transit vans and paid software services) provided a counterweight to weaker EV margins. CEO Jim Farley noted that Ford’s focus on execution and
28 October 2025
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BigBear.ai Stock Skyrockets 22% on Defense AI Deal – Is It the Next Palantir?

BigBear.ai Stock Skyrockets 22% on Defense AI Deal – Is It the Next Palantir?

BigBear.ai Holdings is a small-cap “defense tech” stock that has caught retail investors’ eye in 2025. Its core business is AI-driven analytics and decision support for defense, security, and critical infrastructure. The company’s CEO, Kevin McAleenan (former U.S. Homeland Security Secretary), has been aggressively pursuing military and government contracts. Recent headlines have delivered a double dose of optimism: a new battlefield AI partnership and a border-security deployment, both of which helped send the stock sharply higher. On Oct. 13, BigBear.ai announced a strategic alliance with Tsecond, Inc., a Silicon Valley defense hardware maker. The two will merge BigBear’s ConductorOS AI
28 October 2025
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Intel Stock Skyrockets on AI Hype and $15B Lifeline – Can the Rally Last?

Intel Stock Skyrockets on AI Hype and $15B Lifeline – Can the Rally Last?

Intel’s stock is trading near 2-year highs (~$38 per share) after recent earnings and strategic investments lifted investor confidence ts2.tech ts2.tech. Intel’s shares have climbed about 85–90% so far in 2025, dwarfing the S&P 500’s ~6% gain ts2.tech reuters.com. Much of the recent rally came after the Oct. 23 earnings report: analysts were surprised to see Intel return to profitability and beat on margins and EPS. The stock jumped roughly 7–9% in after-hours trading on earnings day ts2.tech. (According to Reuters, “Intel’s stock has risen nearly 90% in 2025, outperforming Nvidia,” one report notes reuters.com.) As of Oct. 27, INTC was
28 October 2025
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Cameco Stock Rockets on $80B US Nuclear Reactor Deal — Is the Uranium Bull Market Here to Stay?

Cameco Stock Rockets on $80B US Nuclear Reactor Deal — Is the Uranium Bull Market Here to Stay?

In sum, Cameco is squarely in the spotlight of today’s nuclear energy boom. The U.S. reactor pact and robust uranium fundamentals have driven a powerful rally. Industry watchers say Cameco’s vast reserves and fuel-cycle assets make it a go-to name for playing the “second act” of nuclear power ts2.tech ts2.tech. However, as one commentator puts it, investors should still “weigh valuations and monitor” policy and supply trends ts2.tech. With uranium prices up and governments supporting nuclear, Cameco’s near-term outlook is bright – but execution of these big reactor plans and any global supply shifts will ultimately determine whether CCJ can
28 October 2025
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Regeneron Stock Rockets on Strong Q3, Dupixent Boom – Analysts See 27% Upside

Regeneron Stock Rockets on Strong Q3, Dupixent Boom – Analysts See 27% Upside

Key points: Regeneron (NASDAQ: REGN) shares recently traded around $580–$585 (closing at $585.31 on Oct 27) after a slight pullback earlier in the month investing.com. Over the past week REGN is up roughly 1–2%, recovering from a low in the high $570s investing.com. In its Oct. 28 earnings release, Regeneron reported Q3 2025 revenue of $3.75 billion (+1% y/y), led by a 27% jump in Dupixent (its eczema/asthma drug) to $4.86 billion stocktitan.net. The company also won FDA approval for Libtayo in a high-risk skin cancer indication (first-ever immunotherapy in that setting), and positive EU reviews for Libtayo and Dupixent stocktitan.net. Wall
28 October 2025
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Royal Caribbean Cruises Stock Skyrockets on Blowout Q3 – What’s Next for RCL Investors?

Royal Caribbean Cruises Stock Skyrockets on Blowout Q3 – What’s Next for RCL Investors?

Fig: Royal Caribbean’s megaships (Wonder of the Seas, left, and Utopia of the Seas, right) docked off its private island in Cococay, Bahamas. RCL is adding exclusive destinations (e.g. Santorini club) and new ships to meet booming cruise demand cruiseindustrynews.com. Best-in-Class Earnings and Guidance In its Oct. 28 earnings release, Royal Caribbean smashed estimates. Q3 GAAP EPS was $5.74 (adj. $5.75), well above guidance and consensus cruiseindustrynews.com timesunion.com. Net revenues of $5.14 billion topped the prior-year $4.23 billion. The beat was attributed to unexpectedly strong late bookings and onboard spending, combined with cost savings cruiseindustrynews.com benzinga.com. CEO Jason Liberty said demand is at
28 October 2025
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Nebius Stock Skyrockets 350% on $17B Microsoft AI Deal — Bubble or Breakthrough?

Nebius Stock Skyrockets 350% on $17B Microsoft AI Deal — Bubble or Breakthrough?

Nebius’s Meteoric Rise on AI Hype Nebius Group N.V. is an Amsterdam-based newcomer (spun out of Yandex) that builds GPU-powered cloud infrastructure for AI applications reuters.com. Since listing on Nasdaq last October around $14, it has been one of 2025’s hottest stories. This surge reflects the AI compute boom and a series of eye-popping contracts. The most dramatic was the Sept. 8 announcement that Nebius will supply Microsoft’s Azure with GPU capacity (from its upcoming Vineland, NJ data center) over five years ts2.tech reuters.com. That deal alone nearly doubled the stock overnight reuters.com. As BWS analyst Hamed Khorsand put it, the
28 October 2025
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SoFi Stock Surges 230%: Fintech Boom or Bubble Ahead of Q3 Earnings?

SoFi Stock Surges 230%: Fintech Boom or Bubble Ahead of Q3 Earnings?

Meteoric Rally and Earnings Catalyst SoFi Technologies – originally a student loan refi startup – has morphed into a full-suite fintech bank, attracting younger customers to its app-based services. This year alone, SOFI stock has more than tripled (≈+230%) ts2.tech ts2.tech. After a brief profit-taking lull in early October (stocks pulled back from the late-Sept highs ts2.tech), the rally resumed. On Oct. 20 SoFi spiked ~8% intraday on an analyst upgrade, erasing much of the pullback ts2.tech. Investors’ main focus is the Oct. 28 Q3 report (released before the open). Wall Street forecasts called for ~$880–890 million in Q3 revenue (+27–29% YoY)
28 October 2025
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Bill Gates Stuns Climate Debate: “I’ll Sacrifice 0.1°C to Eliminate Malaria” – What You Need to Know

Bill Gates Stuns Climate Debate: “I’ll Sacrifice 0.1°C to Eliminate Malaria” – What You Need to Know

In-depth, Bill Gates’s memo argues that climate funds and innovation should save lives first. He noted his Gates Foundation’s billions spent on health (HIV, malaria, etc.) and said a small temperature rise is worth eliminating massive human suffering abcnews.go.com abcnews.go.com. Gates insists even though every fraction of a degree matters, we must consider pragmatic trade-offs: “If you have something that gets rid of 10,000 tons of emissions, that you’re spending several million dollars on… that just doesn’t make the cut,” he wrote abcnews.go.com. Climate experts disagree. Kristie Ebi (Univ. of Washington) agrees aid should boost health, but cautions Gates assumes
28 October 2025
PayPal’s Big Move: Shop in ChatGPT with One-Click Checkout

PayPal’s Big Move: Shop in ChatGPT with One-Click Checkout

Deal Details: Embedding PayPal in ChatGPT PayPal’s agreement with OpenAI will make its digital wallet the first payments option available in ChatGPT. As PayPal explained, consumers using ChatGPT’s chat interface will see product suggestions and offers (powered by AI agents) and can click to pay with their PayPal account prnewswire.com. The checkout flow uses OpenAI’s new Instant Checkout feature, which was introduced at OpenAI’s recent DevDay, meaning the sale is finalized “in just a few taps,” according to PayPal prnewswire.com ts2.tech. Importantly, PayPal will provide its familiar buyer/seller protections (tracking, refunds, fraud checks) to users who check out via ChatGPT
28 October 2025
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Intellia Stock Crashes on CRISPR Trial Safety Scare – What’s Next After 45% Plunge?

Intellia Stock Crashes on CRISPR Trial Safety Scare – What’s Next After 45% Plunge?

NTLA Stock Plunges on Trial Halt Intellia’s stock implosion began early Monday after the biotech stunned investors with news of a trial pause. Before the market opened on Oct. 27, the Cambridge, MA-based company announced it had temporarily halted patient dosing and screening in two late-stage trials of its in vivo CRISPR therapy NTLA-2001 due to a serious adverse event ts2.tech. The immediate market reaction was brutal: NTLA stock plunged ~44% in pre-market trading and went on to close around $14.79 (down roughly 42% for the day) ts2.tech marketbeat.com. In dollar terms, shares that traded near $25–26 late last week collapsed into
28 October 2025
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Stock Market Today

Walmart stock jumps to $131 as traders brace for CPI and Feb. 19 earnings

Walmart stock jumps to $131 as traders brace for CPI and Feb. 19 earnings

7 February 2026
Walmart shares rose 3.3% Friday to $131.18, up 10% since Jan. 30, as the Dow closed above 50,000 for the first time. The retailer’s market value crossed $1 trillion this week. Investors await January inflation data on Feb. 13 and Walmart’s quarterly results on Feb. 19 for signs of continued momentum.
Caterpillar stock price jumps 7% to $726 as Dow cracks 50,000 — what matters next week

Caterpillar stock price jumps 7% to $726 as Dow cracks 50,000 — what matters next week

7 February 2026
Caterpillar shares surged 7.1% to $726.20 Friday, driving the Dow above 50,000 for the first time. The move erased recent losses and followed insider selling by Group President Bob De Lange earlier in the week. Deere and CNH Industrial also gained as investors rotated into industrial stocks. Markets await next week’s U.S. jobs and inflation data.
Amazon stock slides as $200B AI spending plan meets cautious profit outlook

Amazon stock slides as $200B AI spending plan meets cautious profit outlook

7 February 2026
Amazon shares fell 9% Friday after the company announced plans for $200 billion in 2026 capital spending, mainly for AWS and AI, and issued a first-quarter profit outlook below estimates. The stock drop could erase $200 billion in market value. Fourth-quarter net sales rose 14% to $213.4 billion, while free cash flow declined due to higher spending on AI infrastructure.
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