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.

Broadcom stock price steadies after early dip as Citi trims AVGO target, AI chip bets stay twitchy
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Broadcom stock price steadies after early dip as Citi trims AVGO target, AI chip bets stay twitchy

Broadcom rose 0.6% to $334.56 Wednesday morning, trading between $326.68 and $336.25. Citigroup cut its price target to $458, citing margin and competition concerns, while ARK funds bought $7.87 million in shares. Nvidia announced a major Meta chip deal, boosting semiconductor stocks. CloudBolt reported 86% of large firms are reducing VMware use amid pricing concerns.
February 18, 2026
Palantir (PLTR) stock price jumps 5% after Mizuho upgrade — what traders watch next
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Palantir (PLTR) stock price jumps 5% after Mizuho upgrade — what traders watch next

Palantir shares rose 5.3% to $140.07 Wednesday morning after Mizuho upgraded the stock to “Outperform” with a $195 target. The company said it will move its headquarters to Miami from Denver. A regulatory filing showed Palantir held 9.4% of Surf Air Mobility as of Dec. 31. Investors awaited the Federal Reserve’s January minutes due later in the day.
February 18, 2026
Intel stock rises in early trade as Nvidia-Meta deal lifts chip mood and Fed minutes loom
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Intel stock rises in early trade as Nvidia-Meta deal lifts chip mood and Fed minutes loom

Intel shares rose about 1% to $46.64 Wednesday, recovering from an earlier drop to $44.90 as chip stocks steadied. Nvidia gained 2.7% after announcing a multi-year AI chip deal with Meta, while Advanced Micro Devices slipped 1.4%. Investors await Federal Reserve meeting minutes at 2 p.m. EST and the PCE inflation report on Feb. 20. Intel remains below its Jan. 22 high of $54.60.
February 18, 2026
Micron stock price pops as Needham lifts target and Fed minutes loom
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Micron stock price pops as Needham lifts target and Fed minutes loom

Micron shares rose 3.3% to $412.79 in morning trading Wednesday after Needham raised its price target to $450, citing tighter memory supply and higher prices. The stock rebounded from a 2.9% drop Tuesday. Investors awaited Federal Reserve minutes due at 2 p.m. ET. Micron plans to invest $200 billion in U.S. chip manufacturing, with new fabs in Boise and near Syracuse, according to the Wall Street Journal.
February 18, 2026
Apple stock price edges up again as March 4 event nears and AI wearables report fuels bets
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Apple stock price edges up again as March 4 event nears and AI wearables report fuels bets

Apple shares rose 0.4% to $264.90 in early Wednesday trading, extending Tuesday’s rebound. Investors focused on Apple’s March 4 event and reports of new AI-enabled wearables tied to Siri. Berkshire Hathaway disclosed it cut its Apple stake by 4% last quarter but kept it as its largest holding. Federal Reserve meeting minutes are due at 2 p.m. EST.
February 18, 2026
Amazon stock rises after Morgan Stanley names it a Top Pick as AI spending returns come under scrutiny
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Amazon stock rises after Morgan Stanley names it a Top Pick as AI spending returns come under scrutiny

Amazon shares rose 2% to $205.09 Wednesday after Morgan Stanley named it a Top Pick, citing AI potential. The stock rebounded from a 9% drop earlier this month after Amazon outlined $200 billion in 2026 capital spending, sparking investor debate over cash flow and profitability. Tiger Global and Berkshire Hathaway trimmed Amazon stakes in recent filings. Federal Reserve minutes due later Wednesday may affect tech valuations.
February 18, 2026
Palo Alto Networks stock tumbles as profit outlook cut puts focus on deal costs
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Palo Alto Networks stock tumbles as profit outlook cut puts focus on deal costs

Palo Alto Networks shares fell 7.7% to $150.95 Wednesday after the company cut its fiscal 2026 adjusted earnings forecast to $3.65–$3.70 per share, citing higher integration costs from acquisitions. The cybersecurity firm raised its revenue outlook but forecast third-quarter adjusted profit below analyst estimates. Acquisition-related expenses rose to $24 million in the quarter.
February 18, 2026
DoorDash stock rises after-hours ahead of Feb. 18 earnings — the numbers investors are circling
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DoorDash stock rises after-hours ahead of Feb. 18 earnings — the numbers investors are circling

DoorDash shares climbed 1.3% to $162.34 in after-hours trading Tuesday ahead of its fourth-quarter and full-year 2025 earnings report due Wednesday after the U.S. market close. Analysts expect earnings of 58 cents per share on $3.97 billion revenue, with Marketplace GOV consensus at $29.22 billion. Investors are watching order growth, gross order value, and 2026 guidance.
February 18, 2026
McDonald’s stock barely budges after-hours as Shamrock Shake returns and new director files disclosure
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McDonald’s stock barely budges after-hours as Shamrock Shake returns and new director files disclosure

McDonald’s shares closed nearly flat in after-hours trading Tuesday at $327.62. The company announced the return of the Shamrock Shake and Oreo Shamrock McFlurry in the U.S. starting Feb. 17. A regulatory filing showed new director James D. Farley Jr. holds 242 shares directly, plus additional indirect holdings.
February 18, 2026
Schwab stock slips after hours as Fed minutes loom and rate bets stay jumpy
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Schwab stock slips after hours as Fed minutes loom and rate bets stay jumpy

Charles Schwab shares fell 0.6% in after-hours trading Tuesday, closing at $93.08. The move came ahead of the Federal Reserve’s January meeting minutes, with traders watching for signals on rate cuts. Schwab’s board approved a 19% dividend increase to $0.32 per share, payable Feb. 27. Brokerage peers saw mixed results, with LPL Financial down 3.7% and Morgan Stanley up 0.2%.
February 18, 2026
Honeywell stock ticks higher after-hours as new $436 million write-down revises 2025 EPS
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Honeywell stock ticks higher after-hours as new $436 million write-down revises 2025 EPS

Honeywell shares rose 0.5% to $242.65 in after-hours trading Tuesday after the company revised 2025 reported profit figures, citing new impairment charges tied to businesses marked for sale. The company booked a $436 million goodwill impairment in Industrial Automation and a $35 million asset write-down, partly offset by a $61 million tax benefit. 2026 guidance and adjusted results remain unchanged. Investors await the CEO’s appearance at a Citi conference Wednesday.
February 18, 2026
AT&T stock barely moves after-hours as NYC pension funds sue over diversity disclosure vote
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AT&T stock barely moves after-hours as NYC pension funds sue over diversity disclosure vote

Four New York City pension funds sued AT&T in Manhattan federal court after the company excluded a workforce diversity disclosure proposal from its 2026 annual meeting ballot. AT&T shares were little changed after-hours, last at $28.68. Investors are watching upcoming webcasts with CFO Pascal Desroches and COO Jeff McElfresh, starting Feb. 24.
February 18, 2026
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