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.

IBM stock price today: shares rebound as UBS upgrade helps steady post-AI selloff
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IBM stock price today: shares rebound as UBS upgrade helps steady post-AI selloff

IBM shares climbed 4% to $238.74 by midday Wednesday, rebounding after a 13% drop Monday triggered by concerns over AI tools automating COBOL code modernization. UBS upgraded IBM to Neutral, maintaining a $236 price target. The selloff followed a blog from Anthropic claiming AI could speed up mainframe code updates, raising fears for IBM’s consulting and services revenue. IBM disputed the impact, citing platform security and resilience.
February 25, 2026
Coinbase stock jumps after 24/5 U.S. stock trading rollout and Yahoo Finance tie-up
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Coinbase stock jumps after 24/5 U.S. stock trading rollout and Yahoo Finance tie-up

Coinbase shares jumped 11.8% to $181.10 Wednesday after opening U.S. stock and ETF trading to all eligible users. The platform now offers 24/5, zero-commission trading with $1 fractional shares, using Apex for clearing and custody. Traders are watching early adoption and management’s March 3 appearance at a Morgan Stanley conference. Bitcoin traded near $67,880, up 5% in 24 hours.
February 25, 2026
Applied Materials stock jumps near 52-week high as chip toolmakers rally ahead of Nvidia earnings
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Applied Materials stock jumps near 52-week high as chip toolmakers rally ahead of Nvidia earnings

Applied Materials shares rose 3.6% to $391.61 by late morning, trading near a 52-week high ahead of Nvidia’s earnings. Director Judy Bruner sold 3,969 shares on Feb. 23 at prices around $376–$378, according to a regulatory filing. Lam Research and KLA also gained as investors watched for signs of continued AI-driven demand in the chip sector.
February 25, 2026
Workday stock slides as weak subscription outlook feeds AI nerves; WDAY near multi-year low
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Workday stock slides as weak subscription outlook feeds AI nerves; WDAY near multi-year low

Workday shares fell 6.3% to $130.23 Wednesday after the company forecast fiscal 2027 subscription revenue below Wall Street estimates, citing delays in closing large enterprise deals. The stock earlier hit a five-year low of $125.86. Workday reported fourth-quarter subscription revenue of $2.36 billion and a full-year total of $8.83 billion. Traders are watching Salesforce earnings for signals on broader software demand.
February 25, 2026
Amazon stock price today: AMZN ticks up as AWS optimism meets fresh antitrust pressure
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Amazon stock price today: AMZN ticks up as AWS optimism meets fresh antitrust pressure

Amazon shares rose 0.9% to $210.34 by 10:36 a.m. EST Wednesday, tracking Nasdaq gains. The stock faces pressure from heavy AI spending and regulatory scrutiny in the U.S. and Europe. In Spain, the CNMC warned of a possible fine over contract clauses, while California’s attorney general pressed an antitrust case focused on Amazon’s “Buy Box.” AWS chief Matthew Garman sold 17,751 shares on Feb. 23.
February 25, 2026
Western Digital stock jumps 7% after S&P upgrade as debt cleanup hits filings
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Western Digital stock jumps 7% after S&P upgrade as debt cleanup hits filings

Western Digital shares jumped 7.5% to $290.79 in mid-morning trade after S&P raised its credit rating to BBB-, citing debt reduction and a net-cash outlook. SEC filings showed the company eliminated preferred stock and redeemed senior notes due 2029 and 2032. Chief Legal Officer Cynthia Tregillis sold 438 shares under a pre-arranged plan. Rival Seagate Technology also gained about 5.5%.
February 25, 2026
MercadoLibre stock tumbles as MELI hits 52-week low after Q4 results
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MercadoLibre stock tumbles as MELI hits 52-week low after Q4 results

MercadoLibre shares fell about 9% to $1,748.10 Wednesday, hitting a new 52-week low after fourth-quarter profit missed estimates. Net income reached $559 million, below analysts’ $587 million forecast, as heavy spending and a 90% jump in the credit portfolio squeezed margins. Operating margin dropped to 10.1% from 13.5% a year earlier. Cantor Fitzgerald and others cut their price targets after the results.
February 25, 2026
Microsoft stock rebounds as Japan antitrust raid targets Azure; Nvidia earnings in focus
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Microsoft stock rebounds as Japan antitrust raid targets Azure; Nvidia earnings in focus

Microsoft shares rose 2.5% to $398.72 Wednesday morning after Japan’s Fair Trade Commission raided Microsoft Japan’s offices over alleged anticompetitive Azure cloud practices. The stock traded between $390.21 and $399.11. Microsoft said it is cooperating with the investigation. Investors weighed the probe against ongoing heavy AI infrastructure spending.
February 25, 2026
AMD stock cools after Meta chip deal pop as traders weigh warrants and Nvidia earnings
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AMD stock cools after Meta chip deal pop as traders weigh warrants and Nvidia earnings

AMD shares fell 0.3% to $213.26 Wednesday after jumping 8.8% Tuesday on news of a Meta Platforms deal worth up to $60 billion over five years. The agreement includes performance-based warrants for Meta to buy up to 160 million AMD shares at $0.01 each, tied to chip purchases and stock price targets. Investors are awaiting Nvidia’s results for further signals on AI chip demand.
February 25, 2026
Circle (CRCL) stock jumps after USDC stablecoin growth lifts revenue — what investors watch next
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Circle (CRCL) stock jumps after USDC stablecoin growth lifts revenue — what investors watch next

Circle shares jumped over 20% early Wednesday after fourth-quarter revenue beat estimates, driven by a 72% surge in USDC circulation to $75.3 billion. Reserve income rose to $733 million, with total revenue reaching $770 million, above analysts’ forecasts. Distribution and transaction costs increased to $461 million. Investors remain focused on rate sensitivity and rising expenses.
February 25, 2026
Nvidia stock in focus ahead of earnings as options price a 5% swing for NVDA
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Nvidia stock in focus ahead of earnings as options price a 5% swing for NVDA

Nvidia shares rose about 1% at Wednesday’s open, trading at $194.49 ahead of quarterly results due after the close. Options markets are pricing a 5.5% swing post-earnings, with traders focused on guidance, Blackwell chip production, and gross margins. Advanced Micro Devices announced a major AI chip deal with Meta on Tuesday, intensifying competition. Analyst estimates for Nvidia’s revenue hover near $66 billion.
February 25, 2026
Walmart stock price today: WMT rallies on Barclays target hike, then cools after hours
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Walmart stock price today: WMT rallies on Barclays target hike, then cools after hours

Walmart shares closed up 1.2% at $127.26 Tuesday after Barclays raised its price target to $132, then slipped 0.4% in after-hours trading. The move followed a quarterly report showing $190.7 billion in revenue and 24% global e-commerce growth. Investors are watching defensive retail stocks as consumer confidence rises but job market signals soften. Walmart forecast fiscal 2027 net sales growth of 3.5% to 4.5%.
February 25, 2026
CoreWeave stock pops after Meta-backed loan report — what investors watch before earnings
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CoreWeave stock pops after Meta-backed loan report — what investors watch before earnings

CoreWeave shares closed up 9.3% at $99.30 Tuesday after reports the company is negotiating $8.5 billion in loans backed by a $14.2 billion Meta contract. Shares held steady after hours. The financing, involving banks including Morgan Stanley, could close by March, according to GuruFocus. Investors await CoreWeave’s earnings Thursday for updates on funding and data center capacity.
February 25, 2026
American Express (AXP) stock price holds near $320 after AI scare selloff — tariffs, Nvidia earnings ahead

American Express (AXP) stock price holds near $320 after AI scare selloff — tariffs, Nvidia earnings ahead

American Express shares fell 0.24% to $320.48 Tuesday and were steady after hours, following a sharp drop Monday that weighed on the Dow. Financial stocks slumped more than 3% Monday amid renewed tariff concerns after a Supreme Court ruling and threats of new levies. Capital One, Mastercard, Visa, and JPMorgan also posted steep losses. American Express traded between $316.07 and $323.58 during Tuesday’s session.
February 25, 2026
Intuit stock slides 5% after-hours despite Anthropic AI deal as INTU heads into earnings
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Intuit stock slides 5% after-hours despite Anthropic AI deal as INTU heads into earnings

Intuit shares fell 5.5% to $358.71 in after-hours trading Tuesday after the company announced a multi-year AI partnership with Anthropic. The deal will let mid-market businesses build custom AI agents using Anthropic’s Claude Agent SDK on Intuit’s platform. Investors are awaiting Intuit’s fiscal Q2 results, due Feb. 26. Broader U.S. markets closed higher, with the Nasdaq up 1.05%.
February 25, 2026
Eli Lilly stock price dips after-hours as Zepbound pen news meets Novo’s Wegovy price-cut plan
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Eli Lilly stock price dips after-hours as Zepbound pen news meets Novo’s Wegovy price-cut plan

Eli Lilly shares fell 1.6% to $1,042.15 Tuesday, then edged up 0.1% after hours, following FDA clearance of a four-dose Zepbound KwikPen for weight loss. The new device will cost $299 per month for cash customers. Novo Nordisk announced it will cut U.S. list prices for Ozempic and Wegovy by up to 50% starting in 2027. Investors weighed pricing moves and clinical trial results as competition intensified.
February 25, 2026
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