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.

UnitedHealth stock extends slide after bell as Medicare Advantage deadline nears
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UnitedHealth stock extends slide after bell as Medicare Advantage deadline nears

UnitedHealth Group shares dropped 2.6% to $273.95 in after-hours trading Tuesday, extending a two-day slide ahead of Wednesday’s deadline for comments on the proposed 2027 Medicare Advantage payment update. The stock has lost about 5.5% over two sessions as investors brace for possible changes to government reimbursement rates that could affect 2027 profits.
February 25, 2026
Salesforce stock rebounds into earnings, then slips after hours as AI nerves stay in play
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Salesforce stock rebounds into earnings, then slips after hours as AI nerves stay in play

Salesforce shares closed up 4.1% at $185.42 Tuesday, then slipped 1.8% in after-hours trading ahead of quarterly results due Wednesday. Options pricing signals traders expect up to a 9% swing after earnings. Analysts forecast adjusted EPS of $3.05 on $11.18 billion revenue. The U.S. software index is down 24% this year amid investor anxiety over AI’s impact on jobs and profits.
February 25, 2026
Visa stock price stabilizes after AI “scare trade” rattles payments — what Wall Street watches next
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Visa stock price stabilizes after AI “scare trade” rattles payments — what Wall Street watches next

Visa shares closed up 0.23% at $307.22 Tuesday, rebounding slightly after a 4.5% drop Monday triggered by viral concerns over AI disrupting card fees. Trading was mixed across payment stocks, with Mastercard up 0.40%, PayPal up 6.74%, and American Express down 0.24%. Investors are watching for Visa’s March conference appearances and next earnings report.
February 25, 2026
JPMorgan stock holds near $297 as Dimon sticks to CEO timeline and bank leans into AI spend

JPMorgan stock holds near $297 as Dimon sticks to CEO timeline and bank leans into AI spend

JPMorgan Chase shares closed down 0.12% at $297.30 Tuesday and were steady after hours. The bank kept its 2026 expense target at $105 billion and plans to spend $19.8 billion on technology, with a quarter of new costs tied to AI. Investors are watching fee forecasts and consumer credit, as well as CEO Jamie Dimon's succession plans. The S&P 500 rose 0.77%, while bank stocks were mixed.
February 25, 2026
IBM stock price steadies after Anthropic’s COBOL AI scare — and traders eye the next trigger
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IBM stock price steadies after Anthropic’s COBOL AI scare — and traders eye the next trigger

IBM shares closed up 2.67% at $229.32 on Tuesday, rebounding after a 13% plunge Monday triggered by Anthropic’s claim that its Claude Code AI can speed up COBOL modernization on IBM-linked systems. IBM also announced a voice AI partnership with Deepgram for its watsonx Orchestrate product. Monday’s drop was IBM’s steepest since 2000, according to Reuters. Shares were little changed after hours.
February 24, 2026
Palantir stock price slides after software rout; investors eye Nvidia and inflation data
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Palantir stock price slides after software rout; investors eye Nvidia and inflation data

Palantir shares fell 3.4% to $128.75 Tuesday, cutting its market value to $433 billion amid a broad selloff in software stocks. The iShares Expanded Tech-Software ETF dropped 4.7%, while Snowflake, Datadog, and CrowdStrike also posted steep losses. Investors cited AI disruption risk and a viral research note predicting job losses. Nvidia’s earnings and U.S. inflation data are expected later this week.
February 24, 2026
Tesla stock rebounds above $409 as Europe sales slide and hiring lawsuit stays alive
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Tesla stock rebounds above $409 as Europe sales slide and hiring lawsuit stays alive

Tesla shares rose 2.4% to $409.38 Tuesday, recovering from Monday’s drop as about 55.6 million shares changed hands. January data showed Tesla’s European sales fell 17% year-on-year, while BYD registrations jumped 165%. A U.S. judge allowed a discrimination lawsuit against Tesla to proceed. The company plans to expand its robotaxi service to more U.S. cities in early 2026.
February 24, 2026
Sandisk stock closes down 4% after Citron short bet; what SNDK traders watch next
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Sandisk stock closes down 4% after Citron short bet; what SNDK traders watch next

Sandisk shares fell 4.2% to $638.63 after Citron Research disclosed a short position, citing risks in NAND flash memory. The stock, up 175% year-to-date, rebounded slightly in after-hours trading. Earlier, Sandisk launched a new portable SSD lineup and marked a year since splitting from Western Digital. Western Digital recently sold part of its Sandisk stake for $3.17 billion.
February 24, 2026
Bloom Energy stock price jumps again as Citi starts coverage — what’s driving BE shares now
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Bloom Energy stock price jumps again as Citi starts coverage — what’s driving BE shares now

Bloom Energy shares rose 4.6% to $167.59 in Tuesday afternoon trading, after an 8.6% gain the previous session. Citigroup initiated coverage at Neutral with a $162 price target, citing strong demand but cautioning on valuation. The stock traded near its 52-week high as investors weighed rising on-site power demand against execution risk. Bloom recently reported record 2025 revenue and a $20 billion backlog.
February 24, 2026
Texas Instruments stock sinks during capital management call — here’s what investors are zeroing in on
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Texas Instruments stock sinks during capital management call — here’s what investors are zeroing in on

Texas Instruments shares fell 3.6% to $211.95 Tuesday after the company detailed 2026 capital spending plans and reaffirmed a $2–$3 billion capex range. TI said it aims to source over 95% of wafers internally by 2030 and will fund its Silicon Labs acquisition with cash and prearranged debt. Cantor Fitzgerald raised its target price to $250 but maintained a Neutral rating.
February 24, 2026
JNJ stock price today: Johnson & Johnson shares hold steady as drug news and a Bayer lawsuit collide
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JNJ stock price today: Johnson & Johnson shares hold steady as drug news and a Bayer lawsuit collide

Johnson & Johnson shares slipped 0.1% to $245.6 Tuesday, lagging a 0.8% S&P 500 gain, as the stock traded ex-dividend and investors weighed new oncology updates and legal risk. Bayer sued the company over Erleada marketing claims, seeking an injunction and damages in Manhattan federal court. The European Commission approved new subcutaneous dosing for Rybrevant.
February 24, 2026
ServiceNow stock rebounds toward $103 after AI fear selloff; tariffs and Nvidia loom
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ServiceNow stock rebounds toward $103 after AI fear selloff; tariffs and Nvidia loom

ServiceNow shares climbed 2.1% to $102.95 Tuesday afternoon, rebounding from Monday’s 3.33% drop amid sector-wide losses tied to AI disruption fears. The company announced a multi-year AI partnership with Tata Consultancy Services and launched a new healthcare workflow product. A Form 144 filing showed officer Paul Fipps plans to sell 3,696 shares, valued at about $376,000.
February 24, 2026
Intel stock price jumps as INTC bets on SambaNova AI tie-up — what investors watch next
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Intel stock price jumps as INTC bets on SambaNova AI tie-up — what investors watch next

Intel shares jumped 5.9% to $46.21 Tuesday after announcing a multi-year AI partnership with SambaNova and an investment in SambaNova’s $350 million Series E round. SambaNova also unveiled its SN50 chip, with SoftBank set as the first customer in Japan. Intel’s stock had fallen for five straight sessions before the news. CFO David Zinsner will speak at a Morgan Stanley conference on March 4.
February 24, 2026
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