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.

Salesforce (CRM) stock slips after Momentum deal as Wall Street braces for earnings
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Salesforce (CRM) stock slips after Momentum deal as Wall Street braces for earnings

Salesforce shares fell about 1% to $185.98 midday Thursday after the company announced a deal to acquire Momentum, a platform for analyzing voice and video sales calls. The acquisition aims to enhance Agentforce and Slackbot capabilities. Investors await Salesforce’s Feb. 25 earnings report for signs that new AI products are driving growth. The transaction is expected to close in early fiscal 2027.
February 19, 2026
Omnicom stock jumps 13% after $5 billion buyback and IPG deal lift results — what’s next
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Omnicom stock jumps 13% after $5 billion buyback and IPG deal lift results — what’s next

Omnicom shares surged 13.5% to $79.62 after the company announced a $5 billion buyback and doubled its cost-synergy target to $1.5 billion following the Interpublic acquisition. Quarterly revenue reached $5.53 billion, beating estimates, while adjusted earnings missed forecasts. Investors await further details at Omnicom’s March 12 investor day.
February 19, 2026
AppLovin stock price ticks up as report points to homegrown social network plan
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AppLovin stock price ticks up as report points to homegrown social network plan

AppLovin shares rose 0.3% to $405.42 Thursday after a Bloomberg report said the company is preparing a social networking platform. Job postings reference building a global, consumer-facing feed product. AppLovin recently sold its gaming business to Tripledot Studios for $400 million and reported Q4 revenue of $1.658 billion. Board member Herald Y. Chen converted 150,000 Class B shares and gifted 100,000 Class A shares.
February 19, 2026
Oracle stock price rises as AI data-center power deals keep ORCL in focus
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Oracle stock price rises as AI data-center power deals keep ORCL in focus

Oracle shares rose 1.1% to $157.93 in late-morning trading Thursday, extending gains after a sharp drop earlier in the week. The move followed news of a long-term DTE Energy deal to supply 1.4 gigawatts of power to Oracle’s planned Michigan data center. Michigan regulators approved the contract with conditions to protect other customers. Investors await Oracle’s March update for signals on spending and cloud demand.
February 19, 2026
Lumentum stock jumps nearly 5% as Wall Street keeps raising targets on AI optics demand
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Lumentum stock jumps nearly 5% as Wall Street keeps raising targets on AI optics demand

Lumentum shares climbed 4.9% to $623.32 by late morning Thursday after Mizuho raised its price target to $645, citing strength in AI-driven data-center optics. The company recently reported quarterly revenue of $665.5 million and forecast up to $830 million for the current quarter. SEC filings showed two executives sold shares under pre-set trading plans. Investors await management appearances later this month for updates.
February 19, 2026
Palo Alto Networks stock slides again: PANW extends post-earnings drop as deal costs bite
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Palo Alto Networks stock slides again: PANW extends post-earnings drop as deal costs bite

Palo Alto Networks shares fell 1.7% to $149.80 Thursday after forecasting lower-than-expected third-quarter adjusted profit, citing higher acquisition costs. The company reported fiscal Q2 revenue up 15% to $2.59 billion and non-GAAP profit of $1.03 per share, but guided Q3 adjusted earnings to 78–80 cents, below analyst estimates. Palo Alto also announced plans to acquire Israeli startup Koi.
February 19, 2026
Exxon Mobil stock price rises as oil hits six‑month high; Guyana update keeps XOM in focus
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Exxon Mobil stock price rises as oil hits six‑month high; Guyana update keeps XOM in focus

Exxon Mobil shares rose 1.1% to $152.28 Thursday as Brent crude hit $71.48 and WTI reached $66.35 on Middle East supply fears. Exxon said its Guyana Uaru and Whiptail projects are ahead of schedule, with output targets of 1.15 million bpd and 1.4 million bpd. Parts of Stabroek Block remain under force majeure due to the Guyana-Venezuela dispute. U.S. inventory data is due later Thursday.
February 19, 2026
Figma (FIG) stock price jumps after outlook beat; March AI credits are the next test
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Figma (FIG) stock price jumps after outlook beat; March AI credits are the next test

Figma shares rose 6.7% to $25.82 Thursday after reporting 40% fourth-quarter revenue growth and a higher 2026 forecast. The company will start charging for AI credits in March, with CFO Praveer Melwani warning of margin pressure from AI costs. The stock remains down over 80% from its 2025 high. Analyst reactions were mixed, with targets ranging from $30 to $35.
February 19, 2026
eBay stock jumps after $1.2 billion Depop deal and upbeat forecast lifts EBAY shares
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eBay stock jumps after $1.2 billion Depop deal and upbeat forecast lifts EBAY shares

eBay shares rose 4.6% to $85.99 after announcing a $1.2 billion cash deal to acquire Depop and raising its outlook. The company reported fourth-quarter revenue up 15% to $3.0 billion, lifted its dividend, and expanded its buyback program. Etsy, which is selling Depop, gained 9.7%. Investors await eBay’s management call for more details on the deal and 2026 demand.
February 19, 2026
Alphabet Class C (GOOG) stock rises on Google’s Shopee AI deal — what traders watch next
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Alphabet Class C (GOOG) stock rises on Google’s Shopee AI deal — what traders watch next

Alphabet’s Class C shares rose 0.4% to $305.29 late Thursday morning as Google announced a partnership with Sea Ltd to develop AI shopping tools for Shopee and expand payments collaboration. The European Commission has asked advertisers for feedback on possible manipulation of Search ad auction prices but has not launched a formal probe. YouTube resolved a brief outage that affected over 320,000 U.S. users.
February 19, 2026
Occidental Petroleum (OXY) stock price jumps nearly 9% after earnings beat, dividend hike and debt move
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Occidental Petroleum (OXY) stock price jumps nearly 9% after earnings beat, dividend hike and debt move

Occidental Petroleum shares rose about 9% Thursday after the company reported adjusted quarterly income of $315 million and raised its dividend by over 8%. Occidental also cut $5.8 billion in debt since December, launched a $700 million bond buyback, and completed the $9.7 billion sale of OxyChem to Berkshire Hathaway. Brent crude traded near six-month highs.
February 19, 2026
Deere stock jumps as John Deere lifts 2026 profit view, flags $1.2 billion tariff bill
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Deere stock jumps as John Deere lifts 2026 profit view, flags $1.2 billion tariff bill

Deere shares surged 12% to $664.61 after the company raised its 2026 profit outlook and beat quarterly estimates. First-quarter net income dropped to $656 million, but sales climbed 13% to $9.61 billion, led by gains in construction and small-ag segments. The company held its annual tariff cost estimate at $1.2 billion. Deere expects large-ag sales to fall up to 10% this year.
February 19, 2026
Why Bank of America stock (BAC) is moving today: Fed rate cues and BofA Rewards revamp
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Why Bank of America stock (BAC) is moving today: Fed rate cues and BofA Rewards revamp

Bank of America shares fell 1.5% to $52.54 in late-morning New York trade Thursday, with about 17 million shares changing hands. Other major U.S. banks also declined after Fed minutes signaled no urgency to cut rates. Bank of America will launch a new BofA Rewards program on May 27, replacing Preferred Rewards. Vice Chair Bruce Thompson reported vesting of restricted stock units in a Feb. 15 Form 4 filing.
February 19, 2026
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