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 (LRCX) slips for a second day — 3 things to watch before Monday

Lam Research (LRCX) slips for a second day — 3 things to watch before Monday

Lam Research fell 2.17% to $233.89 Friday, extending a two-day slide after hitting a 52-week high Wednesday. Chip stocks stayed under pressure following a hotter-than-expected U.S. wholesale inflation report and Nvidia’s recent drop. The Philadelphia semiconductor index fell about 3% Thursday. Investors await Lam’s March conference appearances and next week’s U.S. jobs data.
February 28, 2026
Citigroup stock price drops 5% to $110 as bank selloff bites — what to watch before Monday

Citigroup stock price drops 5% to $110 as bank selloff bites — what to watch before Monday

Citigroup shares dropped 5.2% to $110.19 on Friday, with trading volume nearly doubling to 29.1 million. The KBW Nasdaq Bank Index fell 4.9% as investors reacted to higher U.S. inflation, renewed credit worries, and sector-wide risk aversion. U.S. stocks ended lower, with the Dow down 1.05% and the S&P 500 off 0.43%. Focus turns to next week’s jobs data and fallout from private credit strains.
February 28, 2026
Intel stock week ahead: ASML’s next-gen EUV call and Nvidia’s CPU push put INTC in focus

Intel stock week ahead: ASML’s next-gen EUV call and Nvidia’s CPU push put INTC in focus

Intel shares closed Friday up 0.33% at $45.61 but slipped 0.48% in after-hours trading. Nvidia CEO Jensen Huang said Nvidia could become a major CPU maker, intensifying competition. ASML’s new High-NA EUV tools are ready for high-volume use, but full production integration will take two to three years. Intel will present at the Morgan Stanley TMT Conference on March 4.
February 28, 2026
Coherent (COHR) stock price rises ahead of Morgan Stanley CEO/CFO chat — what to watch next week

Coherent (COHR) stock price rises ahead of Morgan Stanley CEO/CFO chat — what to watch next week

Coherent shares rose 3.5% to $258.93 at Friday’s close. CEO Jim Anderson and CFO Sherri Luther will speak at the Morgan Stanley TMT conference in San Francisco on March 3. The company reported $1.69 billion in quarterly revenue and $0.76 GAAP EPS on Feb. 4, citing strong datacenter demand. Investors await management’s outlook on capacity and demand.
February 28, 2026
JNJ stock price jumps near a year-high — what to watch after Johnson & Johnson’s latest updates

JNJ stock price jumps near a year-high — what to watch after Johnson & Johnson’s latest updates

Johnson & Johnson shares closed Friday at $248.43, up 2.04%, after early-stage trial data for its prostate cancer drug showed a 50% PSA drop in 64.7% of patients and no new safety issues. The company also launched new stroke devices in the U.S. A Texas judge rejected Kenvue’s bid to dismiss a Tylenol labeling lawsuit. J&J will present at TD Cowen’s Health Care Conference on March 3.
February 28, 2026
Oracle stock price: ORCL slides into weekend after hot U.S. inflation data; March 9 earnings ahead

Oracle stock price: ORCL slides into weekend after hot U.S. inflation data; March 9 earnings ahead

Oracle shares fell 3.3% Friday to $145.40, ending the week down 1.8% as investors weighed higher inflation and interest rate risks. The company plans to raise up to $50 billion in 2026 for cloud expansion, split between equity and bonds. January’s U.S. wholesale inflation came in above forecasts, reinforcing expectations the Federal Reserve will keep rates steady. Oracle’s next earnings report is pending.
February 28, 2026
Microsoft stock drops on OpenAI’s $110 billion raise — what MSFT investors watch next week

Microsoft stock drops on OpenAI’s $110 billion raise — what MSFT investors watch next week

Microsoft shares fell 2.24% Friday to $392.74, dropping below $400 as investors reacted to OpenAI’s $110 billion funding round and a new Amazon cloud deal. The stock was little changed after-hours. Microsoft and OpenAI said their commercial relationship and Azure’s API exclusivity remain unchanged. Japan’s Fair Trade Commission raided Microsoft Japan on February 25 over alleged cloud market restrictions.
February 28, 2026
Nvidia stock slides into weekend after new “inference” chip report — what NVDA investors watch next

Nvidia stock slides into weekend after new “inference” chip report — what NVDA investors watch next

Nvidia shares dropped 4.16% to $177.19 on Friday, extending a two-day slide, but edged up 0.35% after hours. The Wall Street Journal reported Nvidia is preparing a new processor for AI inference work for OpenAI and others. The stock is down about 9% since February 25. Traders await Monday’s market reopen and Nvidia’s GTC conference on March 16 as the next major events.
February 28, 2026
Merck (MRK) stock price jumps after Keytruda survival data; Gardasil layoffs in focus next week

Merck (MRK) stock price jumps after Keytruda survival data; Gardasil layoffs in focus next week

Merck shares closed up 3.8% Friday after reporting Keytruda cut the risk of death by 18% in a late-stage ovarian cancer trial. The company will lay off about 150 workers at a North Carolina Gardasil plant amid weak vaccine demand in China. Investors await management remarks at a March 3 health-care conference. Keytruda accounts for nearly half of Merck’s revenue, with major patents expiring from 2028.
February 28, 2026
Cisco stock ends higher into the weekend as critical SD-WAN bug stays in focus

Cisco stock ends higher into the weekend as critical SD-WAN bug stays in focus

Cisco shares closed up 1.74% at $79.46 Friday, outperforming a declining market as 27.46 million shares traded. U.S. cyber agencies warned of active exploitation of a critical Cisco SD-WAN flaw, with emergency patch deadlines set for federal agencies. Cisco said no new financial details will be shared at investor events in early March, including a March 5 Morgan Stanley conference.
February 28, 2026
Exxon Mobil stock price jumps as oil hits multi-month highs — what XOM traders watch next

Exxon Mobil stock price jumps as oil hits multi-month highs — what XOM traders watch next

Exxon Mobil shares closed up 2.7% at $152.60 Friday, leading oil majors as crude prices hit multi-month highs. Brent settled at $72.48 a barrel and WTI at $67.02 after U.S.-Iran nuclear talks extended without a deal. OPEC+ meets Sunday to discuss a possible output increase. Saudi Aramco sold its first Jafurah condensate cargoes to U.S. majors, including Exxon.
February 28, 2026
American Express stock slides late Friday as hot inflation data bites — what investors watch next

American Express stock slides late Friday as hot inflation data bites — what investors watch next

American Express shares dropped 7.3% Friday to $308.90 after a hotter-than-expected U.S. producer-price report triggered a selloff in financial stocks. The company filed plans for a new 2 million square foot headquarters at 2 World Trade Center, with construction set for 2026. Visa and Mastercard also fell. Traders now await next week’s U.S. jobs data.
February 28, 2026
Block stock price jumps as AI-driven layoffs and higher 2026 targets put XYZ back in play

Block stock price jumps as AI-driven layoffs and higher 2026 targets put XYZ back in play

Block shares surged 16.8% to $63.68 Friday after the company announced plans to cut over 4,000 jobs, about 40% of its workforce, citing increased use of AI. The payments firm raised its 2026 profit target to $12.2 billion and projected stronger first-quarter results. The company said the impact of layoffs will show in profits by the second quarter. Investors await further details at a March 3 tech conference.
February 28, 2026
Intuit stock jumps as TurboTax owner flags higher tax-season spend, boosts dividend

Intuit stock jumps as TurboTax owner flags higher tax-season spend, boosts dividend

Intuit shares closed up 3.7% at $409.03 Friday, rising less than 1% after hours. The company forecast third-quarter adjusted earnings below Wall Street estimates, citing higher tax-season marketing and support costs. Second-quarter revenue rose 17% to $4.65 billion, and the board raised the dividend to $1.20 per share. Trading volume more than doubled the 50-day average.
February 28, 2026
Intel stock price today: INTC slips after hours as foundry shake-up keeps traders on edge

Intel stock price today: INTC slips after hours as foundry shake-up keeps traders on edge

Intel shares slipped 0.4% to $45.45 in after-hours trading Friday following news of another leadership change at its foundry unit. Qualcomm said it hired Kevin O’Buckley, formerly head of Intel Foundry Services, as investors watched for signs of execution risk. Chip stocks broadly remained under pressure amid defensive market shifts and rate concerns.
February 28, 2026
Goldman Sachs stock slides 7% as private-credit fears rattle banks — what traders watch next

Goldman Sachs stock slides 7% as private-credit fears rattle banks — what traders watch next

Goldman Sachs shares closed down 7.4% at $860.22 Friday, following a sharp selloff in banks and asset managers after the collapse of UK mortgage lender Market Financial Solutions. Investors focused on risks in private credit as court documents revealed a £930 million collateral shortfall. Jefferies and other lenders with UK exposure also fell. Goldman’s asset management arm reported redemptions at GS Credit running below peers.
February 28, 2026
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