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.

Nvidia Stock Price Targets Pop After $78B Forecast as RBC, Truist Lift Views
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Nvidia Stock Price Targets Pop After $78B Forecast as RBC, Truist Lift Views

RBC raised its Nvidia price target to $250 and Truist to $283 after Nvidia forecast first-quarter revenue of about $78 billion, excluding China data-center compute sales. HSBC trimmed its target to $310, citing valuation and custom AI chip competition. Nvidia shares fell about 3% in early trading. Wall Street’s average target stands at $271.32, with most analysts rating the stock a buy.
February 26, 2026
Nvidia stock drops after earnings beat — NVDA investors eye China sales, March GTC
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Nvidia stock drops after earnings beat — NVDA investors eye China sales, March GTC

Nvidia shares fell 3.6% to $188.42 in early New York trading Thursday despite reporting quarterly revenue and earnings above Wall Street estimates and issuing a strong forecast. The company’s outlook excludes China data-center chip revenue, though Nvidia has U.S. licenses to ship limited H200 chips there. Traders await more details at Nvidia’s March GTC keynote.
February 26, 2026
PayPal stock holds near $47 after Stripe takeover report — what investors watch next
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PayPal stock holds near $47 after Stripe takeover report — what investors watch next

PayPal shares closed up 0.6% at $47.32 Wednesday, then slipped 0.3% after hours as takeover speculation swirled. Bloomberg reported Stripe is weighing a bid for PayPal or its assets, though both firms declined comment. PayPal also announced a partnership with Rainforest to expand embedded payments. CEO Enrique Lores is set to take over March 1 after Alex Chriss’s ouster.
February 26, 2026
First Solar stock tumbles on weak 2026 outlook — tariffs and permits now in the crosshairs
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First Solar stock tumbles on weak 2026 outlook — tariffs and permits now in the crosshairs

First Solar shares fell 13.6% to $210.12 Wednesday after issuing a weaker-than-expected 2026 sales forecast and warning of $125–$135 million in tariff costs. The company cited federal permitting delays and trade friction affecting demand and factory use. First Solar also filed a patent complaint with the U.S. International Trade Commission against several rivals. After-hours, the stock slipped another 0.17%.
February 26, 2026
Visa stock price rebounds as AI scare trade cools; next stop is March investor conferences
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Visa stock price rebounds as AI scare trade cools; next stop is March investor conferences

Visa shares closed up 1.9% at $312.99 on Wednesday, recovering part of Monday’s 4.5% drop amid volatility tied to AI disruption fears. Trading volume spiked as payments stocks swung sharply, with Mastercard also falling 5.8% earlier in the week. Investors now await comments from Visa executives at early March conferences for updates on strategy and spending trends.
February 26, 2026
Western Digital stock jumps on S&P upgrade as debt paydown hits filings — what to watch next
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Western Digital stock jumps on S&P upgrade as debt paydown hits filings — what to watch next

Western Digital shares jumped 7.5% to $290.95 Wednesday after S&P Global Ratings raised its credit rating to investment grade, citing recent debt reduction. The company redeemed its 2029 and 2032 notes and eliminated its Series A preferred shares, according to SEC filings. Shares slipped 0.7% after hours. Chief Legal Officer Cynthia Tregillis sold 438 shares last week under a pre-arranged plan.
February 26, 2026
Silver price today: XAG/USD jumps above $91, then cools as tariff and Iran risks stir safe-haven trade
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Silver price today: XAG/USD jumps above $91, then cools as tariff and Iran risks stir safe-haven trade

Spot silver rose 2.38% to $89.09 an ounce Wednesday after hitting $91.42, according to Kitco. The metal had surged to a three-week high of $90.73 earlier, then slipped Tuesday as profit-taking and a stronger dollar weighed. The White House began collecting a 10% global import tariff Tuesday, with plans to raise it to 15%. U.S.-Iran nuclear talks are set for Thursday in Geneva amid regional tensions.
February 26, 2026
Robinhood stock jumps 6% then slips after hours as crypto-linked rally meets private-markets hype
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Robinhood stock jumps 6% then slips after hours as crypto-linked rally meets private-markets hype

Robinhood shares closed up 5.6% at $77.53, then slipped 1.1% after hours as bitcoin’s rebound drove gains in crypto-linked stocks. About 31.9 million Robinhood shares traded. Investors await pricing details for Robinhood’s $1 billion private-markets fund, with CFO Shiv Verma set to appear March 2. Coinbase jumped 13% as bitcoin traded near $69,100.
February 26, 2026
Workday stock hits a 52-week low after outlook, then rebounds — what’s next for WDAY?
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Workday stock hits a 52-week low after outlook, then rebounds — what’s next for WDAY?

Workday shares hit a five-year low Wednesday before closing up 2.2% at $133.16, then slipping 1.6% after hours. The company projected fiscal 2027 subscription revenue of $9.925 billion to $9.950 billion and a non-GAAP operating margin of about 30%. Evercore ISI downgraded the stock; D.A. Davidson cut its price target to $125, citing choppy demand.
February 26, 2026
MercadoLibre (MELI) stock tumbles after earnings: shipping and credit spend back in the spotlight
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MercadoLibre (MELI) stock tumbles after earnings: shipping and credit spend back in the spotlight

MercadoLibre shares fell 6.7% to $1,767.71 in after-hours trading Wednesday after missing quarterly profit estimates. Net income for the fourth quarter came in at $559 million, below the $587 million expected, while margins narrowed to 10.1% from 13.5% a year earlier. Investors cited higher spending on logistics, credit, and free shipping as key concerns.
February 25, 2026
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