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.

Dow Jones slips as tariff-ruling rally fades; inflation data keeps Wall Street cautious
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Dow Jones slips as tariff-ruling rally fades; inflation data keeps Wall Street cautious

The Dow fell 141 points by midday Friday, erasing early gains after the U.S. Supreme Court struck down Trump’s global tariffs. The court ruled 6-3 that Trump exceeded his authority, but left refund questions unresolved. Slower GDP growth and higher core inflation weighed on rate-cut hopes. Treasury yields stayed firm amid uncertainty over potential tariff refunds.
February 20, 2026
Eli Lilly stock slips in New York: why Barclays’ $1,350 call isn’t lifting LLY yet
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Eli Lilly stock slips in New York: why Barclays’ $1,350 call isn’t lifting LLY yet

Eli Lilly shares dropped 1.6% to $1,006.78 Friday morning, underperforming the S&P 500 ETF’s 0.6% gain. Barclays began coverage with an Overweight rating and a $1,350 target, citing strong prospects for GLP-1 weight-loss drugs. Novo Nordisk’s U.S. shares fell 1.9%. Lilly reported new data showing long-term remission with Omvoh in Crohn’s disease and announced a $100 million deal with CSL for clazakizumab rights.
February 20, 2026
Akamai (AKAM) stock drops as memory costs bite guidance; Wall Street watches capex, pricing
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Akamai (AKAM) stock drops as memory costs bite guidance; Wall Street watches capex, pricing

Akamai shares dropped 9.3% to $99.38 Friday after the company warned of higher memory costs and issued a weaker-than-expected first-quarter profit outlook. CEO Tom Leighton said memory prices have “probably doubled” due to AI infrastructure demand. Fourth-quarter revenue rose 7% to $1.095 billion, with security revenue up 11%. Akamai forecast 2026 capital spending at 23% to 26% of revenue.
February 20, 2026
JPMorgan Chase stock price today: JPM edges up as ECB fine, Trump case and insider sale hit the tape
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JPMorgan Chase stock price today: JPM edges up as ECB fine, Trump case and insider sale hit the tape

JPMorgan Chase shares rose 0.2% to $308.60 Friday as the S&P 500 and Nasdaq climbed after the U.S. Supreme Court struck down Trump’s global tariffs. The European Central Bank fined JPMorgan’s European arm €12.18 million for misreporting capital requirements. JPMorgan and CEO Jamie Dimon challenged Trump’s $5 billion lawsuit over closed accounts. Co-CEO Troy Rohrbaugh sold 50,000 shares on Feb. 19.
February 20, 2026
Nebius stock swings again as Friday slide cools a $150-target rally
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Nebius stock swings again as Friday slide cools a $150-target rally

Nebius Group shares fell 4.7% to $102.50 in late-morning Nasdaq trade Friday, reversing gains from a two-day rally. Compass Point began coverage with a Buy rating and $150 target. CoreWeave, another AI infrastructure firm, dropped about 9%. Nebius has been spending heavily to expand data centers and counts Microsoft and Meta as customers.
February 20, 2026
Oracle (ORCL) stock slides as OpenAI’s $100 billion fundraise and Nvidia earnings loom
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Oracle (ORCL) stock slides as OpenAI’s $100 billion fundraise and Nvidia earnings loom

Oracle shares dropped 2.7% to $152.25 Friday morning, trailing a broader market rally after the U.S. Supreme Court struck down Trump-era tariffs. Nvidia is nearing a $30 billion investment in OpenAI as part of a funding round topping $100 billion, a source said. Investors are watching for Nvidia’s results next week for signals on AI spending and data-center expansion.
February 20, 2026
AMD stock dips on Crusoe $300 million AI-chip loan backstop report as Nvidia earnings loom
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AMD stock dips on Crusoe $300 million AI-chip loan backstop report as Nvidia earnings loom

AMD shares fell 0.3% to $202.73 Friday after reports the company will backstop a $300 million Goldman Sachs loan for AI cloud startup Crusoe to buy AMD chips. The deal would see AMD lease back hardware if Crusoe fails to find customers. Nvidia shares were little changed. Investors are focused on Nvidia’s earnings next week amid questions about real AI demand.
February 20, 2026
CoreWeave stock slides nearly 8% as insider sales and data-center funding jitters hit CRWV

CoreWeave stock slides nearly 8% as insider sales and data-center funding jitters hit CRWV

CoreWeave shares dropped 8% to $89.40 Friday after hitting a session low of $87.91, as funding concerns surfaced around a $4 billion data center project in Pennsylvania. SEC filings showed Chief Development Officer Brannin McBee sold 166,645 shares under a pre-arranged plan. Investors await CoreWeave’s quarterly results next week. A securities class action is pending against the company over alleged data-center delays.
February 20, 2026
Meta stock rises as Zuckerberg faces jury questions and report flags fresh cost cuts
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Meta stock rises as Zuckerberg faces jury questions and report flags fresh cost cuts

Meta Platforms shares rose 1.4% to $653.84 Friday morning after CEO Mark Zuckerberg testified in a youth social media addiction trial in Los Angeles. The Financial Times reported Meta trimmed most employee stock awards by about 5% as it increases AI spending. Meta declined to comment. The company expects 2026 capital expenditures of $115 billion to $135 billion.
February 20, 2026
Why Alphabet’s GOOG stock is up today: Gemini 3.1 Pro rollout and a new AI shopping deal
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Why Alphabet’s GOOG stock is up today: Gemini 3.1 Pro rollout and a new AI shopping deal

Alphabet Class C shares rose 2.1% to $309.87 in early Friday trading after Google launched Gemini 3.1 Pro in preview for enterprise and developer customers. Google and Sea announced a partnership to build an AI shopping prototype for Shopee. U.S. stocks opened lower after GDP data missed forecasts and inflation ran hot.
February 20, 2026
Micron Technology stock (MU) rises as AI infrastructure trade keeps memory chips in play ahead of March earnings
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Micron Technology stock (MU) rises as AI infrastructure trade keeps memory chips in play ahead of March earnings

Micron shares rose 2.7% to $428.49 Friday morning, lifted by tight supply and rising prices for high-end AI memory chips. Needham raised its price target to $450, citing strong demand and fully allocated HBM capacity for 2026. Samsung reportedly plans to hike HBM4 chip prices by up to 30%. Investors await Micron’s March 19 earnings for updates on pricing and supply.
February 20, 2026
Nvidia stock rises on OpenAI stake report as earnings loom

Nvidia stock rises on OpenAI stake report as earnings loom

Nvidia shares rose 0.4% to $188.6 after a source said it is near a $30 billion investment in OpenAI, which seeks over $100 billion at an $830 billion valuation. The deal would replace an earlier plan tied to OpenAI buying Nvidia systems, with most funds expected to purchase Nvidia chips. Nvidia reports earnings Feb. 25, with options markets pricing in a 7% swing. Investors are watching for signs of sustained AI spending.
February 20, 2026
Apple stock slips as iCloud lawsuit and hot inflation data jolt AAPL in early trade
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Apple stock slips as iCloud lawsuit and hot inflation data jolt AAPL in early trade

Apple shares fell 0.4% to $259.49 in early Friday trading, extending losses after West Virginia sued the company over iCloud’s alleged role in child sexual abuse material distribution. Investors also weighed hotter-than-expected inflation data and a tougher outlook for U.S. rate cuts. Apple said it is expanding safety features but denied the move was linked to the lawsuit.
February 20, 2026
Netflix stock slips to $77 as Warner bid battle nears Monday deadline
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Netflix stock slips to $77 as Warner bid battle nears Monday deadline

Netflix shares fell 1.3% after hours Thursday, trading near $77, as investors watched its takeover battle with Paramount for Warner Bros Discovery. Netflix has bid $27.75 a share for Warner’s studio and streaming assets, while Paramount has offered $30 a share for the entire company. Paramount faces a Monday deadline to submit a final offer. The U.S. Justice Department is reviewing possible antitrust issues.
February 20, 2026
Palo Alto Networks (PANW) stock slips again after earnings: CyberArk costs and a March 20 date to watch
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Palo Alto Networks (PANW) stock slips again after earnings: CyberArk costs and a March 20 date to watch

Palo Alto Networks shares fell 0.9% to $150.99 in after-hours trading Thursday after the company cut its full-year adjusted profit outlook, citing higher costs from recent acquisitions. Fiscal second-quarter revenue rose 15% to $2.6 billion. Palo Alto launched a cash offer for CyberArk’s convertible notes, with a March 20 deadline for noteholders. The company expects to spend $2.3 billion in cash on CyberArk in its fiscal third quarter.
February 20, 2026
Why Strategy Inc (MSTR) stock is up after-hours: its 10-K puts the bitcoin bet back in focus
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Why Strategy Inc (MSTR) stock is up after-hours: its 10-K puts the bitcoin bet back in focus

Strategy Inc shares rose 3.4% to $129.45 in after-hours trading after its annual filing showed holdings of 717,131 bitcoin and a $2.25 billion cash reserve. The company posted a $5.4 billion operating loss for 2025, mainly from unrealized losses on digital assets. Strategy recently bought 2,486 bitcoin for $168.4 million using proceeds from stock sales. Bitcoin traded near $66,968 late Thursday.
February 20, 2026
Oracle stock price today: ORCL ticks up after hours as April 6 lawsuit deadline nears
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Oracle stock price today: ORCL ticks up after hours as April 6 lawsuit deadline nears

Oracle shares rose 0.3% to $156.54 in after-hours trading Thursday, with about 14.9 million shares changing hands. A shareholder lawsuit filed Feb. 3 in Delaware accuses Oracle and top executives of misleading investors about how quickly AI-related spending would drive growth. Investors face an April 6 deadline to seek lead-plaintiff status in the case. Oracle recently said it aims to raise up to $50 billion in 2026 through debt and share sales.
February 20, 2026
AppLovin stock rises as job post hints at “next-generation” social platform
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AppLovin stock rises as job post hints at “next-generation” social platform

AppLovin shares closed up 1.9% at $412.09 Thursday after a job posting signaled a new social platform venture. Bloomberg Law reported the company is preparing a social network following a failed bid for TikTok assets outside China. Director Herald Y. Chen converted 150,000 Class B shares and gifted 100,000 Class A shares, according to an SEC filing. Trading volume reached 5.29 million shares.
February 20, 2026
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