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.

Johnson & Johnson stock slips as $20 billion DePuy sale talk grows — what investors watch next
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Johnson & Johnson stock slips as $20 billion DePuy sale talk grows — what investors watch next

New York, Feb 20, 2026, 11:25 EST — Regular session Johnson & Johnson shares slipped 2.1% to $241.75 Friday morning, following a Reuters report that the healthcare giant is gearing up to sell its DePuy Synthes orthopedics business in a deal that could top $20 billion. DePuy Synthes generated $9.3 billion in sales in 2025, with products ranging from hip and knee implants to surgical tools and other devices.
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

NEW YORK, Feb 20, 2026, 10:37 — Regular session Advanced Micro Devices dipped 0.3% to $202.73 early Friday, following a report that the chipmaker will guarantee a $300 million Goldman Sachs loan for AI cloud startup Crusoe to purchase and install AMD chips. According to the report, the loan is secured by the chips and associated gear; if Crusoe falls short of customers, AMD has agreed to lease back its own equipment. Nvidia, the bigger player in AI accelerators, was flat.
February 20, 2026
Nvidia stock rises on OpenAI stake report as earnings loom

Nvidia stock rises on OpenAI stake report as earnings loom

New York, Feb 20, 2026, 10:01 — Regular session Early Friday saw Nvidia shares ticking up 0.4% to $188.6, following word from a source that the semiconductor heavyweight is nearing a $30 billion stake in OpenAI. The AI firm is aiming to pull in over $100 billion at a valuation close to $830 billion, according to the same source. This fresh investment would take the place of a plan from September that had centered on OpenAI acquiring Nvidia systems. Now, most of the capital is expected to go toward buying Nvidia chips.
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

New York, Feb 19, 2026, 19:05 EST — After-hours AppLovin ended Thursday up 1.9%, settling around $412. After hours, the stock barely budged. A job listing on the company’s careers page hinted at plans for a “next-generation” social platform. The post seeks a “founding Backend Engineer” to develop systems designed for “millions of users.” There’s no word yet on when the project might launch.
February 20, 2026
Western Digital stock drops 4% as Sandisk debt-swap deal nears settlement and preferred conversion sinks in
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Western Digital stock drops 4% as Sandisk debt-swap deal nears settlement and preferred conversion sinks in

New York, February 19, 2026, 18:44 — Trading after hours. Western Digital Corporation slid 4% on Thursday, ending a two-day climb as investors stepped back following the storage company’s 52-week high the previous session. The stock finished at $284.67 after moving between $281.89 and $304.95. Volume came in at roughly 10.4 million shares.
February 20, 2026
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