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.

Lam Research stock falls late Monday as oil shock keeps chip names on edge
···

Lam Research stock falls late Monday as oil shock keeps chip names on edge

Lam Research shares fell 1.4% to $230.66 in late Monday trading, underperforming the semiconductor sector as oil prices surged on Middle East conflict. Investors are eyeing CFO Doug Bettinger’s appearance at a Morgan Stanley conference Tuesday and a March 4 dividend record date. The iShares Semiconductor ETF slipped 0.2%. Lam’s COO transition takes effect March 6.
March 2, 2026
UnitedHealth (UNH) stock price holds near $294 as Medicare regulator targets rival Elevance
···

UnitedHealth (UNH) stock price holds near $294 as Medicare regulator targets rival Elevance

UnitedHealth shares edged up 0.2% to $293.71 Monday as the company disclosed new Medicare Advantage audit risks in its annual report. The SEC filing said some local plans face risk adjustment data validation audits, which can lead to payment clawbacks or fines. UnitedHealthcare served about 8.4 million Medicare Advantage members as of Dec. 31, 2025. Elevance shares dropped 9% after CMS moved to suspend enrollment in some plans.
March 2, 2026
Johnson & Johnson stock drifts lower as FDA flags fresh Impella heart-pump recalls
···

Johnson & Johnson stock drifts lower as FDA flags fresh Impella heart-pump recalls

Johnson & Johnson shares fell 0.2% to $247.98 Monday after the FDA finalized three Class I recalls for certain Impella RP heart pumps linked to 22 injuries. The recalls cite sensor drift causing inaccurate readings but no deaths. Separately, a court in New Jersey will address J&J’s effort to disqualify a plaintiffs’ firm from ongoing talc litigation on Tuesday.
March 2, 2026
XRP Price Hit by $358 Million Liquidation Wave as Middle East Conflict Rattles Crypto
···

XRP Price Hit by $358 Million Liquidation Wave as Middle East Conflict Rattles Crypto

About $358 million in leveraged crypto positions were liquidated in the past 24 hours, with XRP dropping from $1.40 to $1.34 before rebounding near $1.35, according to CoinGlass. Analysts cited widening U.S.-Israeli strikes on Iran, surging oil prices, and rate-cut bets as key drivers. XRP trading volume fell 36% to $2.72 billion. Bitcoin rose 4.6% to $68,706 as global stocks wobbled.
March 2, 2026
IREN (NASDAQ: IREN) stock barely moves as bitcoin jumps; what to watch next
···

IREN (NASDAQ: IREN) stock barely moves as bitcoin jumps; what to watch next

IREN slipped 0.3% to $40.85 in Monday afternoon trading, lagging a 4.5% jump in bitcoin and a 7.7% gain in Marathon Digital. The stock traded between $40.51 and $41.19 after opening lower. No new company news emerged, with the last update on Feb. 5 detailing a shift toward AI cloud services. Investors await Friday’s U.S. jobs report for the next market catalyst.
March 2, 2026
Oil jumps, gas surges after Iran strikes shut Qatar LNG as Hormuz shipping stalls
···

Oil jumps, gas surges after Iran strikes shut Qatar LNG as Hormuz shipping stalls

Qatar halted LNG production after Iranian drone strikes hit Ras Laffan and Mesaieed, threatening about 20% of global LNG supply. Brent crude spiked above $82 a barrel, and Europe’s gas benchmark jumped over 40%. Marine insurers withdrew war-risk cover, leaving around 150 ships stranded near the Strait of Hormuz. Maersk suspended transits through Hormuz and the Suez Canal.
March 2, 2026
VIX Hits a Three-Month High as Iran Strikes Roil Wall Street and Oil Prices
···

VIX Hits a Three-Month High as Iran Strikes Roil Wall Street and Oil Prices

The Cboe Volatility Index rose to 21.31 on Monday, hitting a three-month high after U.S. and Israeli strikes on Iran triggered a surge in oil prices and disruptions in Middle East energy flows. Brent crude jumped as much as 13% to $82.37 a barrel before easing. The S&P 500 was flat in late morning trading, while gold and the dollar gained as investors sought safety.
March 2, 2026
Intuit stock jumps 4%: TurboTax store push and CEO talk put INTU back in focus
···

Intuit stock jumps 4%: TurboTax store push and CEO talk put INTU back in focus

Intuit shares rose 4.2% to $426.14 Monday after CEO Sasan Goodarzi spoke at a Morgan Stanley conference. TurboTax plans nearly 600 offices and 20 storefronts in 2026, according to Business Insider. TD Cowen cut its price target to $633 after Intuit’s February forecast missed analyst estimates. Intuit expects about 10% revenue growth for the quarter ending April 30.
March 2, 2026
Boeing stock stands out as defense ETFs jump after Iran strikes — what’s driving the trade
····

Boeing stock stands out as defense ETFs jump after Iran strikes — what’s driving the trade

Boeing shares rose 0.3% to $228.22 on Monday as aerospace and defense ETFs outperformed the S&P 500, following U.S. military strikes in Iran. A MarketWatch screen highlighted Boeing’s low price-to-sales ratio and high projected sales growth despite a high earnings multiple. Traders watched support near $230 as the stock pulled back from January highs. Boeing plans to open a fourth 737 MAX line in Everett, Washington this summer.
March 2, 2026
American Express stock price today: AXP holds near $309 as rate-cut bets wobble
···

American Express stock price today: AXP holds near $309 as rate-cut bets wobble

American Express shares traded near $309 Monday, little changed as investors weighed hotter U.S. factory inflation data and delayed rate cut expectations. The company disclosed plans for a new headquarters at 2 World Trade Center, with no material financial impact expected. Investors await the March 6 U.S. jobs report and AmEx’s April 24 earnings for further direction.
March 2, 2026
Lithium price whipsaw jolts miners as SQM flags record Q1 sales
···

Lithium price whipsaw jolts miners as SQM flags record Q1 sales

China’s top lithium carbonate futures contract swung from 179,500 yuan a tonne to below 170,000 before settling at 173,500 on Monday, as open interest dropped by 3,200 lots, SMM said. The market reacted to Zimbabwe’s suspension of lithium exports last week. U.S.-listed lithium miners traded mixed. Premier African Minerals said its Zimbabwe plant will arrive March 3 and expects no disruption from the export ban.
March 2, 2026
Oil prices jump on Hormuz disruption as Brent holds above $77, WTI gains 5%
···

Oil prices jump on Hormuz disruption as Brent holds above $77, WTI gains 5%

Brent crude rose 5.8% to $77.12 a barrel Monday as shipping through the Strait of Hormuz slowed and insurers raised rates after drone attacks in the Gulf. Qatar halted LNG output and Saudi Arabia shut its Ras Tanura refinery as a precaution. OPEC+ agreed to a modest output increase, but tanker flows dropped sharply. U.S. officials are not considering a release from the Strategic Petroleum Reserve.
March 2, 2026
Heating Oil price surges to two-year high as Hormuz disruption hits diesel supply
···

Heating Oil price surges to two-year high as Hormuz disruption hits diesel supply

NYMEX heating oil futures surged nearly 14% to a two-year high Monday after Middle East strikes and retaliation disrupted shipping near the Strait of Hormuz. About 150 ships were stranded and at least three vessels struck, according to Reuters. Diesel outpaced crude gains, with front-month ULSD up 36 cents at $2.9561 a gallon. Traders await Wednesday’s U.S. fuel inventory report.
March 2, 2026
1 … 176 177 178 179 180 … 237