Marcin Frąckiewicz

Marcin Frąckiewicz is the CEO of TS2 Space and a longtime technology entrepreneur focused on telecommunications, satellite communications and digital innovation. A graduate of the Warsaw School of Economics (SGH), he writes about space technology, artificial intelligence and publicly traded technology companies. His analysis covers major market trends, emerging technologies and the businesses shaping the future of the global economy.

Costco’s New Fertility Care Deal Offers Members Up to 80% Off IVF Drugs
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Costco’s New Fertility Care Deal Offers Members Up to 80% Off IVF Drugs

Costco Wholesale on Monday announced a partnership with Sesame—a cash-pay healthcare platform—and fertility clinic operator IVI RMA North America, giving its members access to discounted, coordinated fertility care. Costco members can now get up to 80% off select fertility medications, with the deals coming through the new tie-up. Costco is folding the new service into its yearly membership, right on the heels of reporting second-quarter net sales up 9.1% to $68.24 billion. Membership-fee revenue also jumped, hitting $1.355 billion.
March 10, 2026
UK Stock Market Today: FTSE 100 Rebounds as Oil Slides, Persimmon Surges
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UK Stock Market Today: FTSE 100 Rebounds as Oil Slides, Persimmon Surges

London’s FTSE 100 clawed back ground Tuesday, advancing 1.6% to close at 10,412.24. The FTSE 250 tracked higher too, up 1.9% at 22,513.84. Oil prices slumped sharply after U.S. President Donald Trump suggested the Middle East war might soon conclude. That rebound followed three consecutive losing sessions for London shares, with Monday’s finish dragging the FTSE 100 down to a roughly five-week low. Still, despite the uptick Tuesday, the index was stuck under its Feb. 27 record close of 10,910.55.
March 10, 2026
Citigroup Signals Mid-Teens Q1 Fee and Markets Growth as Fraser Backs 2026 Goal
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Citigroup Signals Mid-Teens Q1 Fee and Markets Growth as Fraser Backs 2026 Goal

Citigroup is projecting mid-teens percentage gains in first-quarter investment banking fees and markets revenue, the bank said Tuesday. CEO Jane Fraser pointed to steady client activity, even with renewed geopolitical tensions. Citi shares climbed roughly 3% around midday, outpacing modest moves from JPMorgan and Goldman Sachs. The stakes are high for Fraser, who’s under pressure to prove Citi’s protracted revamp can actually deliver a 10%-11% return on tangible common equity this year. Last quarter, that key profitability metric—essentially profit versus shareholder capital minus intangibles—clocked in at 7.7% on an adjusted basis. Citi’s next report lands April 14, just ahead of its investor day on May 7.
March 10, 2026
Circle Internet Group Stock Rises as New 10-K Reveals Heavy Reliance on USDC Reserve Income
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Circle Internet Group Stock Rises as New 10-K Reveals Heavy Reliance on USDC Reserve Income

Shares of Circle Internet Group climbed roughly 6.2% Tuesday, changing hands at $118.75 by midday in the U.S. The move came after Monday’s annual report showed just how much the USDC issuer counts on reserve income. Circle also submitted an S-8 for employee stock plans that day. Timing is key here: Circle’s sharp rally following its earnings has shifted attention toward the company’s business mix, not just how fast it’s growing. The 10-K spells it out—reserve income from stablecoin reserves accounted for 96% of revenue from ongoing operations in 2025, leaving Circle’s fortunes hitched to both interest rates and token expansion. Stablecoins, meant to maintain parity with fiat currencies like the U.S. dollar, remain central.
March 10, 2026
ServiceNow Partners With Cohesity to Safeguard AI Agents as Enterprise Risks Rise
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ServiceNow Partners With Cohesity to Safeguard AI Agents as Enterprise Risks Rise

Santa Clara, California, March 10, 2026, 09:05 PDT ServiceNow has teamed up with data security firm Cohesity, aiming to make it easier for customers to recover AI agents and their data following mishaps, cyberattacks, or accidental changes. This move tacks on a new layer of recovery to ServiceNow’s autonomous enterprise tool ambitions. The two companies said they plan to roll out integrated features connecting ServiceNow’s AI Agent Control Tower with Cohesity Data Cloud later this year.
March 10, 2026
Visa Inc launches AI payment tool as stablecoins and AI shopping reshape checkout
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Visa Inc launches AI payment tool as stablecoins and AI shopping reshape checkout

Visa Inc rolled out its new payment-processing service on March 9, targeting merchant-facing banks with a promise: speedier transaction approvals, even as AI-driven shopping and stablecoins push old infrastructure to the limit. Dubbed Visa Intelligent Authorization, the platform allows acquirers—banks and financial institutions serving merchants—to tap into multiple card networks using just one software integration. Machine learning runs under the hood, scanning each transaction in real time. Company figures show 99.999% uptime and a 96.3% average approval rate for the 12 months ending February 2025, excluding India. Axel Boye-Moller, who heads value-added services for Asia Pacific, described the launch as “built for what’s happening now, and what’s coming next.” Timing is key here: AI shopping assistants are edging nearer to
March 10, 2026
Oracle Earnings Today: Wall Street Demands Proof AI Spending Will Pay Off
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Oracle Earnings Today: Wall Street Demands Proof AI Spending Will Pay Off

AUSTIN, Texas, March 10, 2026, 10:37 AM CDT Oracle will deliver its third-quarter earnings after Tuesday’s closing bell, and investors aren’t just watching for topline growth. The real question: is the company’s hefty spending on AI infrastructure finally generating returns? Oracle has slated its results for release after market hours, followed by a call at 4:00 p.m. Central Time.
March 10, 2026
Kennewick Moves to Remove Bitcoin ATMs After Nearly $1 Million in Losses as Minnesota and Singapore Flag Crypto Scams
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Kennewick Moves to Remove Bitcoin ATMs After Nearly $1 Million in Losses as Minnesota and Singapore Flag Crypto Scams

KENNEWICK, Washington, March 10, 2026, 08:30 PDT The Kennewick City Council is set to weigh a measure Tuesday that would kick all virtual currency kiosks out of town within 60 days, following police reports tying the machines to $923,771 in losses over 37 cases. These kiosks—Bitcoin ATMs—let users trade crypto for cash or debit. There are 16 locations dotted across Kennewick, mostly tucked into grocery and convenience stores. Already this year, police counted four cases totaling $132,840. A final vote or further discussions are penciled in for March 17.
March 10, 2026
Eli Lilly warns some Medicare patients may pay above $50 for weight-loss drugs
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Eli Lilly warns some Medicare patients may pay above $50 for weight-loss drugs

Eli Lilly said Monday that some basic Medicare Part D plans could end up charging more than the touted $50 monthly out-of-pocket cap for its weight-loss drugs—a hitch in what had been one of the Biden administration’s marquee pledges around new obesity-drug coverage. Most plan options, according to Lilly, should still stick to the cap. Timing is key here: The U.S. Centers for Medicare and Medicaid Services has set out details for the Medicare GLP-1 Bridge, a temporary plan running from July 1 through Dec. 31, 2026. It will allow eligible Part D enrollees to access Zepbound or Wegovy for obesity with a $50 copay, before the wider BALANCE model comes online in 2027. GLP-1 drugs sit at the heart
March 10, 2026
Bank of America says AI, Erica and Zelle drove 30 billion client interactions in 2025
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Bank of America says AI, Erica and Zelle drove 30 billion client interactions in 2025

CHARLOTTE, N.C., March 10, 2026, 10:32 AM EDT On Tuesday, Bank of America reported its clients logged roughly 30 billion digital interactions in 2025—a 14% increase from last year. The surge came as more customers relied on tools like Erica, the Zelle payments service, and its suite of corporate cash solutions. Shares ticked up about 0.6% by midmorning.
March 10, 2026
JPMorgan Chase Faces Fresh Legal Pressure as Employee Drug-Cost Suit Moves Ahead
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JPMorgan Chase Faces Fresh Legal Pressure as Employee Drug-Cost Suit Moves Ahead

A federal judge in Manhattan has let key claims move forward in a proposed class action that targets JPMorgan Chase over alleged mismanagement of its health and prescription benefits plan. According to the lawsuit, employees in the country’s biggest bank say they were charged too much for both drugs and premiums. This ruling drops into the middle of an escalating dispute over how large companies oversee drug-plan vendors. It comes on the heels of the U.S. Supreme Court’s April 2025 Cornell decision, which lowered the bar for workers to keep certain ERISA cases alive early on. ERISA is the federal law covering workplace benefit plans.
March 10, 2026
Why Western Digital Stock Is Jumping Again as AI Spending Forecasts Climb
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Why Western Digital Stock Is Jumping Again as AI Spending Forecasts Climb

Western Digital shares jumped nearly 7% on Tuesday, outrunning the broader market as investors piled back into AI-linked storage names. At 10:44 a.m. ET, the stock traded at $279.59, up 6.7%, while Seagate, Micron and Sandisk were also higher and the SPDR S&P 500 ETF showed only a modest gain. Fresh forecasts pointed to even heavier AI infrastructure spending, the backdrop that has driven Western Digital's rally. Citigroup raised its 2026-2030 global AI capital-spending forecast to $8.9 trillion from $8 trillion and said big cloud companies Amazon, Microsoft, Alphabet and Meta are expected to spend more than $630 billion this year.
March 10, 2026
UnitedHealth Group Faces Fresh Medicare Advantage Pressure Ahead of Barclays Investor Event
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UnitedHealth Group Faces Fresh Medicare Advantage Pressure Ahead of Barclays Investor Event

WASHINGTON, March 10, 2026, 10:41 EDT. UnitedHealth Group Incorporated faces renewed scrutiny as it heads into a scheduled investor event on Tuesday, following a Wall Street Journal report that a congressional committee determined seniors shelled out roughly 10% more for Medicare Part B premiums last year. The increase stems from alleged overpayments to private Medicare Advantage plans, according to the findings. Later Tuesday, the insurer is slated to outline its strategy and go over recent performance at a Barclays healthcare conference, as detailed in a March 9 filing.
March 10, 2026
Hims & Hers Health Stock Jumps Again as Novo Nordisk Deal Ends Wegovy Fight
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Hims & Hers Health Stock Jumps Again as Novo Nordisk Deal Ends Wegovy Fight

Hims & Hers Health climbed for a second day on Tuesday, with shares up roughly 11% at $24.70 in early trading, after Novo Nordisk agreed to make Wegovy and Ozempic available via the telehealth company’s platform. That deal also put an end to a recent patent dispute between the two. The stock had already surged over 40% on Monday. This is significant for Hims, removing a legal and regulatory cloud from its weight-loss operations. The dispute involved compounded GLP-1 drugs—tailor-made alternatives to well-known diabetes and obesity meds—right as the company flagged a $65 million hit in the first quarter and set guidance below what analysts were looking for.
March 10, 2026
NVIDIA Invests in Thinking Machines, Seals Gigawatt Vera Rubin Deal Ahead of GTC
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NVIDIA Invests in Thinking Machines, Seals Gigawatt Vera Rubin Deal Ahead of GTC

Nvidia on Tuesday announced a major investment in Thinking Machines Lab, the startup launched by ex-OpenAI exec Mira Murati, and locked in a multiyear deal to deliver no less than one gigawatt’s worth of its upcoming Vera Rubin systems. Both sides kept the financial details under wraps. Nvidia lands another marquee customer for Vera Rubin, its upcoming AI chip platform, right on the eve of the March 16-19 GTC developer conference in San Jose. This move also pushes Nvidia further along its playbook of funding startups that ultimately become buyers of its own hardware—a tactic now drawing sharper investor scrutiny as AI budgets balloon.
March 10, 2026
Oracle Corporation Earnings Today: Can AI Cloud Growth Calm Wall Street’s Cost Fears?
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Oracle Corporation Earnings Today: Can AI Cloud Growth Calm Wall Street’s Cost Fears?

AUSTIN, Texas, March 10, 2026, 08:58 CDT Oracle Corp faces its third-quarter earnings report on Tuesday, with investors watching whether accelerating demand for its AI cloud business will outweigh the hefty data center expenses required to support it. The company plans to unveil results once markets close, followed by a conference call scheduled for 4 p.m. Central Time.
March 10, 2026
Vertiv Holdings launches industrial UPS as S&P 500 move tests next phase of AI growth
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Vertiv Holdings launches industrial UPS as S&P 500 move tests next phase of AI growth

Vertiv Holdings Co rolled out a new industrial-grade uninterruptible power supply on Tuesday, targeting factories and rugged environments—an expansion of its power-protection range just before its expected S&P 500 debut on March 23. “Industrial sites deal with electrical instability, heat, and airborne contaminants—conditions that traditional UPS systems aren’t designed for,” said Greg Funk, vice president of modular power converters at Vertiv. Timing is key here: Vertiv’s looking to ride the AI-driven data-center boom into sustained expansion. Back in February, the company projected 2026 net sales between $13.25 billion and $13.75 billion, with adjusted earnings per share of $5.97 to $6.07. Fourth-quarter organic orders surged 252%, driving backlog up to $15 billion. That backlog, CEO Giordano Albertazzi said, gives Vertiv “clear
March 10, 2026
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