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.

Applied Materials (AMAT) stock jumps on AI forecast — what to know before the next U.S. session
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Applied Materials (AMAT) stock jumps on AI forecast — what to know before the next U.S. session

Applied Materials shares jumped 8% to $354.91 after forecasting second-quarter results above estimates, citing AI-related demand and a tightening memory market. The company reported Q1 revenue of $7.01 billion and non-GAAP EPS of $2.38, and agreed to pay $252 million to settle U.S. export violations. U.S. markets will reopen Tuesday after the holiday.
February 14, 2026
Natural gas price heads into Presidents’ Day week down 5% as traders track LNG flows and storage
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Natural gas price heads into Presidents’ Day week down 5% as traders track LNG flows and storage

U.S. natural gas futures settled at $3.243 per mmBtu on Friday, down 5% for the week despite a late rebound. Storage dropped by 249 bcf to 2,214 bcf, now 5.5% below the five-year average, according to EIA data. Spot prices at the Waha Hub in Texas stayed negative for a sixth day due to pipeline constraints. Traders are watching weekend weather forecasts and LNG export demand ahead of the next storage report Feb. 19.
February 14, 2026
Salesforce (CRM) stock rises into Presidents Day break as traders size up AI fears, earnings
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Salesforce (CRM) stock rises into Presidents Day break as traders size up AI fears, earnings

Salesforce shares closed Friday at $189.72, up 2.3%, after trading between $184.31 and $193.43 on volume of 14.8 million. The Dow rose nearly 125 points, with Salesforce and Caterpillar leading gains. U.S. markets will be closed Monday for Washington’s Birthday. Investors await Salesforce’s Feb. 25 results and updates on its AI-commerce strategy.
February 14, 2026
Exxon (XOM) stock slides as court fight and oil signals set up a holiday-shortened week
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Exxon (XOM) stock slides as court fight and oil signals set up a holiday-shortened week

Exxon Mobil shares closed at $148.45, down 1.0% Friday, as a U.S. judge allowed its defamation suit against California’s attorney general over plastics recycling claims to proceed. Three contract workers suffered burns at Exxon’s Beaumont, Texas facility. Oil prices steadied but posted weekly losses. U.S. markets will remain closed through Monday for Washington’s Birthday.
February 14, 2026
Cisco stock rebounds after CSCO plunge — the margin warning investors can’t shake
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Cisco stock rebounds after CSCO plunge — the margin warning investors can’t shake

Cisco shares closed up 2.5% at $76.85 Friday, rebounding after a 12% plunge Thursday, its steepest drop since May 2022. The company blamed rising memory component costs for a slip in adjusted gross margin to 67.5%, below analyst estimates, and projected further margin pressure this quarter. CEO Chuck Robbins said Cisco is raising prices and renegotiating contracts. U.S. markets are closed Monday for Presidents Day.
February 14, 2026
Coinbase stock price pops after surprise loss — buybacks and crypto rules in focus
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Coinbase stock price pops after surprise loss — buybacks and crypto rules in focus

Coinbase shares surged 16.5% to $164.32 Friday after posting a $666.7 million quarterly loss, with transaction revenue down over 45% but stablecoin-linked revenue up to $364.1 million. U.S. Treasury Secretary Scott Bessent urged Congress to pass the Clarity Act following recent crypto market volatility. Bitcoin rose 2.3% to $69,763, ether gained 3.5% to $2,087.29.
February 14, 2026
Robinhood stock jumps nearly 7% into Presidents Day break as traders track bitcoin, new CFO
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Robinhood stock jumps nearly 7% into Presidents Day break as traders track bitcoin, new CFO

Robinhood shares closed up 6.8% at $75.97 Friday after heavy trading, rebounding from a post-earnings drop. Investors weighed new CFO Shiv Verma’s comments downplaying crypto’s share of revenue and signaling increased product spending. U.S. markets are closed Monday for Washington’s Birthday, leaving crypto markets to set the tone until trading resumes Tuesday. Coinbase jumped 16.5% Friday; bitcoin rose 1.5% Saturday.
February 14, 2026
Arista stock pops after earnings beat; AI networking outlook in focus for next week
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Arista stock pops after earnings beat; AI networking outlook in focus for next week

Arista Networks shares rose 4.8% to $141.59 Friday after reporting fourth-quarter revenue of $2.488 billion, up 28.9% year-over-year, and non-GAAP earnings of $0.82 per share. Management forecast first-quarter revenue of about $2.6 billion, above analyst estimates, and highlighted momentum in AI networking. Margins eased from the prior quarter. Investors await further details in the upcoming annual report.
February 14, 2026
Sandisk stock price: SNDK holds near $627 into Presidents Day break after volatile close
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Sandisk stock price: SNDK holds near $627 into Presidents Day break after volatile close

Sandisk closed Friday at $626.56, down 0.5% after swinging $74 intraday on volume of 23.6 million shares. The stock is up 163% in 2026, fueled by AI-driven demand for memory and storage, with no company-specific news behind the latest move. U.S. markets are closed Monday for Presidents Day, reopening Tuesday. Sandisk recently extended its Kioxia supply deal through 2034.
February 14, 2026
Applied Materials stock price jumps 8% on AI-driven outlook as AMAT heads into holiday week
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Applied Materials stock price jumps 8% on AI-driven outlook as AMAT heads into holiday week

Applied Materials shares jumped 8.1% to close at $354.91 Friday after forecasting stronger-than-expected revenue and profit for the current quarter. The company reported $7.01 billion in revenue and $2.38 per share adjusted profit for the quarter ended Jan. 25, beating Wall Street estimates. At least 22 brokerages raised price targets following the results. U.S. markets will be closed Monday for Presidents Day.
February 14, 2026
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