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.

Peraso stock cools after 151% spike on Israeli drone-defense win as cash strain remains
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Peraso stock cools after 151% spike on Israeli drone-defense win as cash strain remains

Peraso Inc. shares slipped 3.9% to $1.96 ahead of Monday’s open, paring back some of Friday’s explosive 151.5% rally as traders weighed the potential impact of a military drone-related contract on the wireless chipmaker’s future. Late last week, Peraso announced its 60 GHz millimeter-wave chips—designed for fast, short-range data links—were picked by Israeli defense firm InTACT for a drone Identification Friend or Foe system, tech that enables operators to distinguish allied drones from adversaries. Peraso has little room for error as it hunts for fresh revenue and tries to stabilize its balance sheet. The board signaled in July that it’s weighing everything from a merger to selling assets, and is also looking for immediate funding to cover near-term needs. The
March 9, 2026
Olema Pharmaceuticals Shares Sink More Than 40% After Roche Trial Miss
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Olema Pharmaceuticals Shares Sink More Than 40% After Roche Trial Miss

Olema Pharmaceuticals tumbled over 40% in early Monday trading. Roche's oral breast cancer drug, giredestrant, missed its primary endpoint in a pivotal first-line trial, and investors saw that as a warning sign for Olema’s own lead candidate, palazestrant. This is significant—Olema belongs to a select cluster of biotechs backing oral drugs that inhibit or degrade the estrogen receptor, and Roche’s outcomes have served as a bellwether for the space before. After Roche unveiled upbeat Phase III data for giredestrant in November, Olema stock shot up over 220% premarket.
March 9, 2026
Why SPY and DIA Are Falling Again as Oil Shock Threatens a Bigger S&P 500 Drop
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Why SPY and DIA Are Falling Again as Oil Shock Threatens a Bigger S&P 500 Drop

SPY slid roughly 1.3% in premarket trading Monday, tracking the S&P 500. DIA, which follows the Dow Jones Industrial Average, dropped close to 1%. QQQ, tied to the Nasdaq-100, lost about 1.5%, hinting at another sluggish open for Wall Street. The drop is hitting a market that was already on shaky ground. Oil spiked close to $120 a barrel with Middle East tensions escalating, and Friday’s surprise decline in U.S. payrolls has put stagflation worries—sluggish growth paired with persistent inflation—right back in focus, tightening the Fed’s options.
March 9, 2026
Xenon’s epilepsy drug posts strong Phase 3 data; XENE shares jump ahead of U.S. filing
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Xenon’s epilepsy drug posts strong Phase 3 data; XENE shares jump ahead of U.S. filing

Xenon Pharmaceuticals Inc reported Monday that its experimental epilepsy drug azetukalner reduced monthly focal onset seizures in a late-stage study, sparking a jump of over 40% in the stock before the bell. William Blair’s Myles Minter, in a note to clients, described the results as “unprecedented.” Xenon is feeling the heat as it waits to see if azetukalner can deliver enough for an approval push this year. That window is now off the table: the company says it’s aiming to file its New Drug Application in the third quarter of 2026.
March 9, 2026
Relmada Therapeutics (RLMD) Raises $160 Million as NDV-01 Bladder Cancer Data Set Up Phase 3
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Relmada Therapeutics (RLMD) Raises $160 Million as NDV-01 Bladder Cancer Data Set Up Phase 3

CORAL GABLES, Fla., March 9, 2026, 09:04 EDT Relmada Therapeutics plans to pull in roughly $160 million through a private placement, the company said Monday, after releasing year-long mid-stage trial data backing a move into late-stage development for NDV-01, its investigational bladder cancer drug. The round, oversubscribed and set at $4.75 per share, is expected to close around March 11.
March 9, 2026
Oil Tops $100 for First Time Since 2022 as Iran War Cuts Supply, G7 Weighs Reserve Release
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Oil Tops $100 for First Time Since 2022 as Iran War Cuts Supply, G7 Weighs Reserve Release

Oil surged past $100 a barrel on Monday, hitting levels not seen since 2022. Benchmark Brent crude climbed as high as $119.50, as the Iran war squeezed Gulf shipping lanes and triggered new production cuts. The sharp move rattled traders, governments, and central banks. This shift is significant: oil isn’t just trading on war premiums now. IMF Managing Director Kristalina Georgieva flagged that a sustained 10% jump in oil prices—if it holds up for most of the year—might tack on roughly 0.4 percentage point to global inflation.
March 9, 2026
Trade Desk stock jumps on OpenAI ad-talks report as CEO snaps up $148 million stake
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Trade Desk stock jumps on OpenAI ad-talks report as CEO snaps up $148 million stake

The Trade Desk, Inc. got a jolt Thursday, jumping roughly 18% to $29.79 after a report indicated OpenAI approached the ad-tech company for initial discussions about selling ads on ChatGPT. The news offered a sharp move higher to a stock that's spent much of the year under pressure. Digital advertising's at a tricky crossroads right now. Marketers want proof their dollars are working, but the playing field is shifting fast — streaming TV, AI chat, and other emerging formats are changing both the landscape for ad placements and who actually holds the power over distribution.
March 6, 2026
Caterpillar stock slides 3.6% as oil spike shakes industrial bellwethers
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Caterpillar stock slides 3.6% as oil spike shakes industrial bellwethers

Shares of Caterpillar Inc slid 3.6% on Thursday, closing the session at $706.08. Earlier, the stock had dropped as low as $693.81. Caterpillar stands out as one of the rare U.S. industrial heavyweights capable of shifting sentiment single-handedly. With its elevated share price, the stock packs even more punch in the price-weighted Dow Jones Industrial Average, where pricier names exert greater influence over index moves.
March 6, 2026
Costco earnings beat as tariff refunds loom; CEO flags possible price cuts
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Costco earnings beat as tariff refunds loom; CEO flags possible price cuts

Costco Wholesale topped Wall Street expectations for both sales and profit in the holiday quarter on Thursday, and signaled it’s ready to lower prices if it ends up receiving tariff refunds after the U.S. Supreme Court tossed out President Donald Trump’s emergency tariffs. “Not yet clear” if or when those refunds will materialize, CEO Ron Vachris cautioned on the post-earnings call. Still, David Wagner at Aptus Capital Advisors said the stock’s behaving like a “safe haven” against the current backdrop. The timing is the story here. Retailers scramble to keep prices steady just as trade policy shifts accelerate. If a refund windfall lands, it’ll put major chains on the spot: will they hand the savings to shoppers, or guard their
March 6, 2026
Strategy Inc Stock Drops as Bitcoin Rally Cools After $204 Million Buy
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Strategy Inc Stock Drops as Bitcoin Rally Cools After $204 Million Buy

Strategy Inc dropped around 4.5% Thursday, tracking a pullback in bitcoin after the token shed a chunk of Wednesday’s gains. The stock continues to move in step with the cryptocurrency. Bitcoin slipped about 2.5%, changing hands near $70,880. Strategy grabbed attention this week after disclosing it snapped up another $204.1 million worth of bitcoin, lifting its stash to 720,737 tokens—cementing its top spot among public companies holding the cryptocurrency. Once MicroStrategy, the firm has reshaped itself into a bitcoin play, funding fresh buys with new securities.
March 6, 2026
ServiceNow stock jumps after new EmployeeWorks, Autonomous Workforce push into government AI
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ServiceNow stock jumps after new EmployeeWorks, Autonomous Workforce push into government AI

ServiceNow rolled out EmployeeWorks along with its new Autonomous Workforce suite for public sector clients on Thursday, touting both as “trusted AI” tailored for government use. Shares climbed roughly 5.8% to $120.38 after hours. Timing here is deliberate. Agencies want generative AI to turbocharge HR, procurement, and service desks, but the tech is still propped up by legacy systems and strict security protocols. Vendors push the words “trusted” and “governed”—they know contracts hinge on that.
March 6, 2026
Intuit QuickBooks Index flags small-business job losses as U.S. payrolls report nears
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Intuit QuickBooks Index flags small-business job losses as U.S. payrolls report nears

Small businesses in the U.S. shed 45,300 jobs in February, according to Intuit Inc’s QuickBooks Small Business Index, released Wednesday. The data show employment declined 0.36% to 12,626,500 workers. Leisure and hospitality posted the largest loss, down 11,300 jobs. Average monthly “real” revenue per business slipped by 1.03% to $53,580, with utilities tumbling 5.88%. Markets are watching for new signals on the pace of hiring just ahead of the government’s February jobs report. The Bureau of Labor Statistics plans to publish the data March 6 at 8:30 a.m. ET.
March 6, 2026
Eli Lilly’s $449 Zepbound play: new “Employer Connect” targets workplace coverage gap
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Eli Lilly’s $449 Zepbound play: new “Employer Connect” targets workplace coverage gap

Eli Lilly rolled out its “Employer Connect” platform Thursday, aiming to give U.S. employers a new way to expand access to the weight-loss drug Zepbound. The Zepbound KwikPen will be available through network pharmacies for $449—same price, all doses. Shares of Lilly slipped roughly 2% in late New York trading. “By enabling coverage outside traditional benefit designs, we lower barriers to treatment,” said Kevin Hern, senior VP at Lilly. Employers are under pressure to handle surging demand for GLP-1 obesity drugs—these treatments work by mimicking gut hormones to reduce hunger and stabilize blood sugar—while also keeping benefit expenses in check. Speaking with Fierce Healthcare, Hern said the goal is to “ease tensions” that have sidelined some employers, though workers’ final
March 6, 2026
Booking Holdings stock jumps as OpenAI backs away from ChatGPT travel checkouts
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Booking Holdings stock jumps as OpenAI backs away from ChatGPT travel checkouts

Shares of Booking Holdings Inc surged roughly 8% Thursday, sparked by a report that OpenAI is pulling back on plans for direct travel bookings through ChatGPT—a move that soothed fears among investors about AI chatbots cutting out online travel agencies. Expedia jumped over 12%, while Tripadvisor tacked on about 5%. The Information noted users are turning to ChatGPT for travel research but still aren’t closing transactions there, and Bernstein’s Richard Clarke called this a sign the threat of disintermediation is fading. This shift is catching attention as generative AI — the latest batch of conversational tools that draft, sum up, or suggest — is being eyed as a potential gatekeeper for travel queries and bookings. Whoever winds up holding that
March 6, 2026
AppLovin stock surges after exec flags “potential upside” in core gaming-ads growth
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AppLovin stock surges after exec flags “potential upside” in core gaming-ads growth

AppLovin stock surged Wednesday following comments from the company’s finance chief, who suggested growth in the core gaming-ads business might outpace its earlier targets—news that fueled the stock’s ongoing rebound. The remarks hit just as ad-tech stocks face some nerves. Investors are picking through which ad spend looks sticky and which is just AI hype, with AppLovin seen by many as a stand-in for the question: can “AI-powered” ad platforms keep delivering as budgets get squeezed?
March 6, 2026
Netflix buys Ben Affleck’s AI film-tech startup InterPositive as Hollywood warms to production tools
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Netflix buys Ben Affleck’s AI film-tech startup InterPositive as Hollywood warms to production tools

Netflix Inc on Thursday announced its purchase of InterPositive, the AI-driven filmmaking tech startup set up in 2022 by Ben Affleck. The streaming giant has tapped Affleck as a senior advisor. “Innovation should empower storytellers, not replace them,” said Elizabeth Stone, the company’s Chief Product and Technology Officer. This deal lands as the industry tiptoes back toward AI, after years of Hollywood warning that the technology could put jobs and intellectual property at risk. “We believe new tools should expand creative freedom, not constrain it or replace the work of writers, directors, actors, and crews,” Netflix Chief Content Officer Bela Bajaria said. Disney, for its part, agreed late last year to let OpenAI tap characters from Star Wars, Pixar and
March 5, 2026
Meta opens WhatsApp to rival AI chatbots in Europe after EU antitrust threat
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Meta opens WhatsApp to rival AI chatbots in Europe after EU antitrust threat

Meta Platforms plans to open WhatsApp in Europe to competing AI chatbots for the coming 12 months, following a warning from EU antitrust regulators who indicated possible intervention after allegations the company excluded rivals. The European Commission is considering interim measures—a stopgap step intended to head off major damage as its antitrust probe unfolds—in a dispute that’s turning into a key test of Brussels’ willingness to act quickly in AI. “We must protect effective competition in this vibrant field,” EU antitrust chief Teresa Ribera said last month.
March 5, 2026
Alphabet Stock Today: GOOG Cuts Google Play Fees as Epic Deal Rewrites Android Rules
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Alphabet Stock Today: GOOG Cuts Google Play Fees as Epic Deal Rewrites Android Rules

SAN FRANCISCO, March 5, 2026, 2:06 PM PST Google is slashing Play Store fees, expanding billing options, and opening the door for competing app stores to reach Android users—a sweeping overhaul that settles its long-running global standoff with Epic Games and paves the way for Fortnite’s worldwide return. “This gives app stores more ways to reach users and gives users more ways to easily and safely access the apps and games they love,” said Sameer Samat, president of Android Ecosystem at Google.
March 5, 2026
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