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.

IREN Limited stock jumps as bitcoin rallies; crypto miners back in play
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IREN Limited stock jumps as bitcoin rallies; crypto miners back in play

Shares of IREN Limited rose about 12% on Wednesday, snapping back after a weak prior session as bitcoin climbed. The stock was last up 12% at $43.59, after trading as low as $39, with roughly 25.8 million shares changing hands; bitcoin was up about 7% near $73,700 after swinging between roughly $67,500 and $74,000. The move put crypto-linked stocks back on traders’ screens as risk appetite steadied in broader markets. “Bitcoin’s gains encouraged long-term and short-term traders to take on risk,” said Michael James, an equity sales trader at Rosenblatt Securities.
March 4, 2026
US stock market today: S&P 500, Nasdaq climb on ADP jobs, ISM services; Beige Book next
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US stock market today: S&P 500, Nasdaq climb on ADP jobs, ISM services; Beige Book next

New York, March 4, 2026, 13:41 ET — Regular session Stocks gained ground Wednesday afternoon, with the Dow rising 0.6%, the S&P 500 up 0.9%, and the Nasdaq posting a 1.5% jump as of 1:41 p.m. ET. Fresh economic data and shifting headlines out of the Middle East kept traders alert. U.S. crude oil inventories climbed by 3.475 million barrels in the latest weekly reading, according to the data.
March 4, 2026
Heating oil price jumps above $3.25 as Hormuz disruption keeps fuel traders on edge
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Heating oil price jumps above $3.25 as Hormuz disruption keeps fuel traders on edge

NEW YORK, March 4, 2026, 13:55 — Regular session NYMEX ultra-low sulfur diesel futures—widely viewed as the market’s stand-in for heating oil and diesel—pushed higher Wednesday. Gains tracked strength across the oil complex, with traders keeping a premium on supply risk linked to conflict in the Middle East. April delivery added 7.15 cents, settling at $3.2584 per gallon.
March 4, 2026
Mortgage rates today hold near 6% as refi demand jumps; Rocket stock slips in US trade
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Mortgage rates today hold near 6% as refi demand jumps; Rocket stock slips in US trade

New York, March 4, 2026, 13:13 — Regular session U.S. mortgage applications jumped 11% last week, with homeowners moving quickly on refinancing as rates hovered near multi-year lows, according to the Mortgage Bankers Association. The MBA’s refinance index was up 14.3% for the week ending Feb. 27. The average contract rate for 30-year fixed conforming loans held steady at 6.09%. "Mortgage applications increased last week, driven by continued strength in refinance activity, as mortgage rates stayed near their lowest level since 2022," said Joel Kan, vice president and deputy chief economist at the MBA.
March 4, 2026
Nvidia stock rises as AI chip shares bounce; Broadcom earnings and jobs data next
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Nvidia stock rises as AI chip shares bounce; Broadcom earnings and jobs data next

NEW YORK, March 4, 2026, 12:55 ET — Regular session Nvidia climbed 1.5% to $182.77 on Wednesday, after news earlier in the week about its $4 billion commitment to photonics suppliers. That gave a boost to some other AI-focused chip stocks: Advanced Micro Devices rallied 4.8%, closing at $200.14. Broadcom picked up 2.4% to finish at $321.25, with Super Micro Computer surging 5.9% to $32.48.
March 4, 2026
Natural gas price drops after Tuesday rally as traders eye EIA storage report, Cameron LNG restart
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Natural gas price drops after Tuesday rally as traders eye EIA storage report, Cameron LNG restart

New York, March 4, 2026, 13:07 EST — Regular session Natural gas futures in the U.S. pulled back Wednesday, retreating after Tuesday’s jump as traders zeroed in on the latest domestic weather signals and export numbers. By 12:53 p.m. ET, April gas had dropped 10.4 cents to $2.95 per mmBtu, down 3.41%. On the ETF front, BOIL tumbled 7.29%, while KOLD gained 7.21%.
March 4, 2026
Silver price today rebounds after Tuesday selloff as dollar eases, U.S. jobs data ahead
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Silver price today rebounds after Tuesday selloff as dollar eases, U.S. jobs data ahead

New York, March 4, 2026, 12:54 — Regular session Silver snapped back Wednesday, recovering part of the sharp drop from the previous session as the U.S. dollar slipped and ongoing Middle East tensions kept safe-haven interest alive. Spot silver jumped 2% to $83.69 an ounce at 1628 GMT. “The dollar has seen a pullback,” said Peter Grant, vice president and senior metals strategist at Zaner Metals, who also flagged continued volatility as a risk.
March 4, 2026
Bitcoin price jumps back above $73,000 as ETF inflows return and Iran war headlines drive swings
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Bitcoin price jumps back above $73,000 as ETF inflows return and Iran war headlines drive swings

New York, March 4, 2026, 12:53 EST — Regular session Bitcoin jumped past $73,000 on Wednesday, gaining around 7% for the session as traders dove back into risk following a rocky bout of volatility. The cryptocurrency was last at $73,294, up $4,958, or 7.3%, from its previous close, after a session that saw moves between $67,501 and $73,669. Ether also caught a bid, advancing roughly 8.5% to $2,151.
March 4, 2026
Gold price today: Bullion rebounds after Tuesday rout as Iran war keeps haven bid alive
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Gold price today: Bullion rebounds after Tuesday rout as Iran war keeps haven bid alive

NEW YORK, March 4, 2026, 12:44 EST — Regular session underway. Gold bounced back Wednesday, clawing back ground after sharp declines the day before. Ongoing turmoil in the Middle East revived safe-haven demand, while a softer dollar also lent support. Spot gold gained 1.2% to $5,146.76 an ounce as of 1628 GMT. U.S. gold futures climbed 0.7%, settling at $5,158.20.
March 4, 2026
ADP jobs report: U.S. private payrolls rise 63,000 in February as job-switch pay edge hits record low
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ADP jobs report: U.S. private payrolls rise 63,000 in February as job-switch pay edge hits record low

U.S. private sector payrolls climbed by 63,000 in February, marking the strongest monthly jump since July, according to Wednesday’s ADP National Employment Report. January figures, though, were revised lower—down to 11,000 from an initial 22,000. Economists surveyed by Reuters had been looking for a 50,000-job gain last month. It’s a tough spot for the Federal Reserve. The next policy meeting lands March 17-18, with rates stuck at 3.50%-3.75%. Now, officials have to contend with a new oil-driven inflation threat, just as hiring momentum has faded. “It will feed into headline inflation,” Fed Governor Stephen Miran acknowledged, but he pushed back on broader concerns: “evidence that it feeds into core inflation … is quite limited.”
March 4, 2026
Dow Jones today: DJIA rebounds 300 points as Amazon and Nvidia lead; Fed Beige Book next
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Dow Jones today: DJIA rebounds 300 points as Amazon and Nvidia lead; Fed Beige Book next

New York, March 4, 2026, 12:33 — Regular session. The Dow Jones Industrial Average climbed 324.35 points, or 0.67%, reaching 48,824.77 as of 11:53 a.m. ET Wednesday. Amazon.com and Nvidia both gained after news broke about secret Iranian overtures to the U.S., plus actions from President Donald Trump to stabilize oil prices. “Until people think what’s happening in the Middle East will cause a recession, they’re giving stocks the benefit of the doubt,” said Chris Zaccarelli, chief investment officer at Northlight Asset Management. The S&P 500 added 0.88%, while the Nasdaq jumped 1.45%.
March 4, 2026
Corning CFO flags $24 billion 2028 sales run rate as AI data-center fiber push accelerates
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Corning CFO flags $24 billion 2028 sales run rate as AI data-center fiber push accelerates

Corning Incorporated’s CFO told a Morgan Stanley conference the company is now aiming for a $24 billion annual revenue run rate by 2028, ramping up its investment in data-center connectivity. Hitting that goal would nearly double Corning’s size in roughly five years. Investors are watching closely to figure out which industrial suppliers can count on sustained demand as cloud companies ramp up artificial intelligence buildouts—and for how long that spending continues. Corning’s business is right in the mix, providing optical fiber, cable, and connectivity gear used within and between data centers. https://investor.corning.com/news-and-events/events-and-presentations/event-details/2026/Morgan-Stanley-Technology-Media--Telecom-Conference-2026-eZR20l6lNS/default.aspx
March 4, 2026
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