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.

Silver price slides back under $82 as dollar firms; jobs report next
···

Silver price slides back under $82 as dollar firms; jobs report next

Silver dropped 1.9% to $81.83 an ounce by 1648 GMT on Thursday, as the dollar strengthened and U.S. Treasury yields climbed, dragging on demand. “The market is looking at higher oil prices and the potential for inflation, while higher Treasury yields usually aren't great for gold,” said Bart Melek, global head of commodity strategy at TD Securities. Spot gold traded 1.2% lower at $5,075.54. Platinum and palladium slipped as well, with traders eyeing Friday’s U.S. jobs data and the Federal Reserve’s March 18 rate call. The decline is significant—this Iran war is upending the standard safe-haven moves, driving oil up near $85 a barrel and shaking bonds simultaneously. “The main barometers here are the crude oil price the spike in
March 5, 2026
Intuit gets a fresh “strong-buy” call as tax season puts margins in focus
···

Intuit gets a fresh “strong-buy” call as tax season puts margins in focus

Argus Research slapped a “strong-buy” on Intuit Inc Thursday, signaling optimism for a stock that's been clawing back after a sharp drop in recent months. The call falls right in the thick of U.S. tax season—Intuit’s usual high-water mark for earnings, but expenses often surge too. This time, Intuit has flagged that its third-quarter profit will miss Wall Street’s forecasts as the company ramps up spending on marketing and customer support, according to Reuters. The IRS deadline looms on April 15.
March 5, 2026
CrowdStrike stock rises as cybersecurity firm flags stronger 2027 revenue outlook
···

CrowdStrike stock rises as cybersecurity firm flags stronger 2027 revenue outlook

CrowdStrike stock climbed roughly 4% Thursday, following the cybersecurity company's fiscal 2027 revenue forecast—guiding between $5.87 billion and $5.93 billion. For the first quarter, CrowdStrike expects revenue in the $1.36 billion to $1.364 billion range. The outlook comes as investors pick through software names to figure out who can hang onto pricing power in an AI-dominated landscape—and who gets pinched. Even cybersecurity, often considered tech’s safe spot, hasn’t escaped the valuation debate.
March 5, 2026
Australia stock market today: ASX 200 rebounds as tech and healthcare lead a shaky recovery
···

Australia stock market today: ASX 200 rebounds as tech and healthcare lead a shaky recovery

Australian stocks finished Thursday in the green, recouping part of their earlier slump from this week. Gains in tech and healthcare helped lift the S&P/ASX 200, which settled 0.4% higher at 8,940. Energy also edged up. The rebound came after the local market’s sharp fall from record highs, as traders pulled back on bets for risk assets and oil prices wavered. “The market appears content to take the de-escalation narrative at face value for now,” IG analyst Tony Sycamore wrote in a note late in the day.
March 5, 2026
ServiceNow launches EmployeeWorks for public sector, adds Autonomous Workforce as agencies seek trusted AI
···

ServiceNow launches EmployeeWorks for public sector, adds Autonomous Workforce as agencies seek trusted AI

ServiceNow, Inc. rolled out fresh software Thursday targeted squarely at government clients, introducing its EmployeeWorks “front door” experience for public-sector staff, plus a handful of AI “specialists” tailored for high-security government cloud setups. The timing stands out. Agencies face heat to upgrade services and maintain operations, all while veteran employees leave and fresh hires lag behind. Stretched thin, some are stacking AI onto aging systems—threading the needle on compliance as they go.
March 5, 2026
Intel back in Washington spotlight as senators press China-linked tool tests and 18A plans shift
···

Intel back in Washington spotlight as senators press China-linked tool tests and 18A plans shift

On Wednesday, a bipartisan Senate group led by Elizabeth Warren and Tom Cotton pushed Intel Corp for answers about its reported use of chipmaking equipment from ACM Research, flagging national security concerns. “Intel’s relationship with ACM is concerning,” the lawmakers told CEO Lip-Bu Tan in a letter. This comes at a tricky time for Intel. Tan's working to win back trust from both customers and policymakers, with Intel pushing to reclaim its manufacturing lead and ramp up its foundry, or contract chipmaking, operations.
March 5, 2026
Coinbase, Microsoft disrupt “Tycoon 2FA” phishing network as crypto rules hit another snag
·····

Coinbase, Microsoft disrupt “Tycoon 2FA” phishing network as crypto rules hit another snag

Coinbase Global Inc announced Wednesday it collaborated with Microsoft and several other partners to take down “Tycoon 2FA,” a phishing operation that sold stolen login credentials by subscription. According to the crypto exchange, it tracked crypto transactions tied to the service, which led to identifying a suspected administrator, reportedly based in Pakistan. The timing isn’t lost on Coinbase. Phishing attacks still find their way into accounts—and then, inevitably, into complaints—even if users have enabled additional login protections.
March 5, 2026
AppLovin stock climbs as Axon expands AI-generated interactive ads and automated video tests
···

AppLovin stock climbs as Axon expands AI-generated interactive ads and automated video tests

AppLovin is moving to broaden access to AI-generated interactive ads across its Axon marketing platform, and has begun ramping up tests with automated video creation. The company is investing further in tools designed to accelerate ad production. The stock climbed roughly 4% to $502.39 late in the morning. Shares of the Palo Alto, California-based company moved higher.
March 5, 2026
Meta Platforms opens WhatsApp to rival AI chatbots in Europe — but charges a fee
···

Meta Platforms opens WhatsApp to rival AI chatbots in Europe — but charges a fee

Meta Platforms, Inc. is opening up WhatsApp in Europe to rival AI chatbots for a year, with access coming through its WhatsApp Business API—at a fee. “We believe that this removes the need for any immediate intervention,” a Meta spokesperson said. The European Commission has put Meta on notice, saying it could slap the company with interim measures—a kind of provisional order aimed at heading off “serious and irreparable harm” before antitrust officials deliver a verdict. “We must protect effective competition in this vibrant field,” said EU antitrust chief Teresa Ribera as the Commission laid out its case. For its part, Meta pushed back, arguing there’s no cause for EU intervention.
March 5, 2026
Needham hikes Lumentum target to $850 after Nvidia laser deal — what Wall Street is watching next
···

Needham hikes Lumentum target to $850 after Nvidia laser deal — what Wall Street is watching next

SAN JOSE, Calif., March 5, 2026, 07:56 Needham bumped up its price target for Lumentum Holdings Inc to $850 from $550 on Wednesday, citing Nvidia’s latest buying agreement for high-power lasers. The incremental order kicks in during the second half of 2027 and stretches through 2029, according to the brokerage. That adds to what Needham calls “multi-hundred-million dollars” in Nvidia orders scheduled for shipment from late 2026 through the first half of 2027. The firm said this demand could warrant building a fifth indium phosphide laser fab — InP being a key compound semiconductor in certain laser chips. Needham pointed to a possible U.S. brownfield site that could go live by early 2028. Nvidia’s new commitment, they said, is aimed
March 5, 2026
The Trade Desk stock jumps nearly 20% on OpenAI ad-talk report as CEO reveals $148 million buy
···

The Trade Desk stock jumps nearly 20% on OpenAI ad-talk report as CEO reveals $148 million buy

The Trade Desk, Inc. surged roughly 19% on Thursday, following news that OpenAI has been in preliminary discussions with the ad-tech firm to explore ad sales on ChatGPT. The stock rose $4.78 to $29.95 early in the session. The report landed just as marketers puzzle over the meaning of “ads in chat,” and who actually gets a cut from serving them. For ad-tech firms, there’s a fresh slice of inventory here—one that doesn’t live in the standard web or app feeds.
March 5, 2026
Palantir’s Pentagon Maven AI tool caught in Anthropic Claude ban — what PLTR investors are watching
···

Palantir’s Pentagon Maven AI tool caught in Anthropic Claude ban — what PLTR investors are watching

Palantir Technologies is scrambling to pull Anthropic’s Claude from a Pentagon-facing build of its Maven Smart Systems, following an order from U.S. President Donald Trump for the government to cut ties with Anthropic, two sources told Reuters. Overhauling and replacing Claude could stretch on for months, those familiar with the process said, as Palantir must rework sections of software tied to Maven. Maven stitches data from a range of sources, spotlighting military targets and shaving time off for intelligence analysts. Dropping in a different embedded AI model isn’t just a matter of swapping parts—far from it. The Pentagon, for its part, has been doubling down on these types of systems.
March 5, 2026
Apple’s $599 MacBook Neo is here — and it’s aimed at budget laptops
···

Apple’s $599 MacBook Neo is here — and it’s aimed at budget laptops

Apple introduced its new MacBook Neo on Wednesday, setting the starting price at $599 as it targets the entry-level PC segment more aggressively. Pre-orders have opened, with Apple saying customers can expect deliveries and in-store pickup beginning March 11. “It delivers the magic of the Mac at a breakthrough price,” said John Ternus, who heads up hardware engineering at Apple. Apple doesn’t often go downmarket, but the Neo marks just such a move. The company’s long relied on premium pricing to prop up margins and keep the Mac as a high-end option. If the more affordable Mac Neo finds an audience, it could open the door to buyers in schools and newcomers—people who might start with a lower-cost notebook and
March 5, 2026
Broadcom stock jumps as CEO flags $100 billion AI chip sales, buyback plan
···

Broadcom stock jumps as CEO flags $100 billion AI chip sales, buyback plan

Broadcom shares rose roughly 5% Thursday, hovering near $333, after CEO Hock Tan projected AI chip sales would surpass $100 billion by 2027. “We have line of sight,” Tan told analysts on the call. The call hit a market jittery over the escalating price of the AI buildout. Investors are now posing a straightforward question: does all this data center spending actually deliver returns, or does it just drive up expenses?
March 5, 2026
Microsoft teams up with copper giant Codelco on AI as mining races to modernise
····

Microsoft teams up with copper giant Codelco on AI as mining races to modernise

Codelco, Chile’s state-run copper producer, has entered into an 18-month memorandum of understanding with Microsoft Corp, the miner said Thursday. The agreement will see both firms explore collaboration on artificial intelligence, advanced analytics, automation, and digital security across mining operations. Financial details weren’t provided. Miners are hunting for ways to boost output and improve safety, all while dealing with declining ore grades and mounting expenses. Microsoft, for its part, sees this deal as a fresh chance to extend its AI ambitions beyond its core tech and office software business.
March 5, 2026
AST SpaceMobile (ASTS) stock jumps on Telus equity stake in Canada satellite-to-phone plan
···

AST SpaceMobile (ASTS) stock jumps on Telus equity stake in Canada satellite-to-phone plan

Shares of AST SpaceMobile surged Wednesday, following news that Telus Corp of Canada will invest in the company. Telus also plans to fund ground infrastructure through a deal aimed at expanding satellite-to-phone coverage throughout Canada. The agreement comes as telecom operators hunt for solutions to dead zones and seek backup connections in the event of storms, wildfires or conflict taking out ground-based networks. The idea, known as direct-to-device, is simple: any standard smartphone links directly to a satellite—no special handset required.
March 5, 2026
CrowdStrike earnings: FY2027 outlook edges above estimates as AI worries keep shares jumpy
···

CrowdStrike earnings: FY2027 outlook edges above estimates as AI worries keep shares jumpy

CrowdStrike on Tuesday aimed for fiscal 2027 revenue ahead of what Wall Street had penciled in, betting demand for its AI-powered security offerings isn’t letting up. The stock closed up 1.7%, only to slip 0.8% in late trading. Cybersecurity stocks have taken some hits recently, as investors worry over Anthropic’s Claude Code Security tool. Truist Securities analyst Junaid Siddiqui described the muted move as “a good outcome.”
March 5, 2026
Robinhood stock jumps ahead of JFK “Take Flight” event as CFO previews $5.5 billion February inflows
·····

Robinhood stock jumps ahead of JFK “Take Flight” event as CFO previews $5.5 billion February inflows

Robinhood Markets, Inc. climbed roughly 8% Wednesday, ahead of a product keynote at New York’s JFK Airport where CEO Vlad Tenev plans to roll out new features. The company said it would “introduce a new wave of products designed to help customers build, grow, and plan wealth across every stage of life,” with the livestream set for 7:30 p.m. ET. Timing’s key here. Robinhood wants to break out of its trading-heavy mold—market volume swings still hit hard. The company’s banking on new offerings to attract more stable client cash, hoping that will keep accounts around, whether or not crypto and options are running hot.
March 5, 2026
Circle Internet Group stock jumps again as rates drive the USDC story
···

Circle Internet Group stock jumps again as rates drive the USDC story

Shares of Circle Internet Group, Inc. finished Wednesday at $105.27, up 5.7%, extending their winning streak to three sessions. Since Monday’s close, the stock has climbed roughly 10%. Mizuho Securities bumped its price target on the shares up to $100, from its earlier $90, sticking with a neutral stance. The firm flagged inflation risk if oil keeps climbing. “Rising oil prices could drive up inflation, lowering the odds of rate cuts,” wrote analyst Dan Dolev. CEO Jeremy Allaire, for his part, called the quarter “another step forward” for the company.
March 5, 2026
1 … 176 177 178 179 180 … 244