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.

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

Boeing shares rose modestly on Monday afternoon as aerospace and defense stocks led U.S. markets higher. Boeing was up about 0.3% at $228.22, while the Invesco Aerospace & Defense ETF and the iShares U.S. Aerospace & Defense ETF gained about 2% and the S&P 500 ETF was slightly lower. The defense bid has been fueled by a widening U.S. military operation in Iran that followed joint U.S.-Israeli strikes over the weekend. The campaign has included Tomahawk cruise missiles and air strikes, according to a briefing by the chairman of the Joint Chiefs of Staff.
March 2, 2026
Lithium price whipsaw jolts miners as SQM flags record Q1 sales
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Lithium price whipsaw jolts miners as SQM flags record Q1 sales

New York, March 2, 2026, 13:51 EST — Regular session. China’s most-traded lithium carbonate contract swung sharply on Monday, hitting 179,500 yuan a tonne before sliding under 170,000 and then settling around 173,500 into the close, Shanghai Metals Market said. Open interest — the number of outstanding futures contracts — fell by about 3,200 lots, a sign some traders cut exposure after the spike.
March 2, 2026
Heating Oil price surges to two-year high as Hormuz disruption hits diesel supply
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Heating Oil price surges to two-year high as Hormuz disruption hits diesel supply

New York, March 2, 2026, 13:45 EST — Regular session Heating oil futures on NYMEX soared to their highest level in two years Monday, as traders piled in following fresh Middle East strikes and counterstrikes that tangled up shipments in the Strait of Hormuz. The front-month contract for NY Harbor ULSD jumped nearly 14%, or about 36 cents, to $2.9561 per gallon, according to CME data.
March 2, 2026
Mortgage rates today hover near 6% as stocks wobble on oil shock — what to watch next
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Mortgage rates today hover near 6% as stocks wobble on oil shock — what to watch next

NEW YORK, March 2, 2026, 13:14 EST — Regular session in progress. On Monday, mortgage rates stuck close to the 6% mark, with Bankrate reporting the average 30-year fixed at 6.04%, while 30-year refi rates edged up to 6.53%. Lisa Sturtevant, chief economist at Bright MLS, described herself as “only cautiously optimistic” about the spring housing season, citing continued nerves among both buyers and sellers.
March 2, 2026
Silver price slides more than 6% as dollar rallies on Iran strikes; US jobs report ahead
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Silver price slides more than 6% as dollar rallies on Iran strikes; US jobs report ahead

New York, March 2, 2026, 12:55 EST — Regular trading hours. Spot silver tumbled 6.6% to $87.64 an ounce as of 11:11 a.m. ET on Monday, surrendering gains after hitting its strongest level since Jan. 30. Gold held steady, trading just shy of $5,284, with the U.S. dollar index climbing over 1% and prompting some profit-taking after the morning’s surge. “Right now, the market is attempting to figure out whether these attacks are going to be followed up over the next several weeks,” said David Meger, director of metals trading at High Ridge Futures.
March 2, 2026
Coherent stock jumps 14% as Nvidia commits $2 billion in AI optics deal
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Coherent stock jumps 14% as Nvidia commits $2 billion in AI optics deal

New York, March 2, 2026, 12:35 — Regular session Shares of Coherent Corp jumped roughly 14% midday Monday after Nvidia announced a $2 billion investment in the photonics firm. The move pushed Lumentum up close to 8% and helped Nvidia climb about 3%. Year to date, Coherent is up nearly 60%, while Lumentum has approximately doubled as investors pile into data-center optics linked to AI expansion.
March 2, 2026
Intel stock slips as Ericsson 6G push lands at Mobile World Congress — what traders watch next
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Intel stock slips as Ericsson 6G push lands at Mobile World Congress — what traders watch next

New York, March 2, 2026, 11:23 — Trading during the regular session. Intel Corp edged down nearly 1% Monday, lagging other chip names as traders weighed its most recent telecom play against a choppy session. Shares shed $0.46 to trade at $45.15 by 11:10 a.m. EST, after ranging from $43.95 to $45.81. Nvidia added 2.1%, while AMD ticked up 2.7%.
March 2, 2026
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