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.

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
Alphabet (GOOG) stock slips into the long weekend — EU ad-auction warning and debt sale set up next trade

Alphabet (GOOG) stock slips into the long weekend — EU ad-auction warning and debt sale set up next trade

Alphabet Class C shares fell 1.1% to $306.02 Friday, underperforming the broader market ahead of the Presidents Day holiday. The company raised $31.51 billion in bonds this week, including a rare 100-year sterling note with minimal investor protections. EU regulators are probing whether Google artificially raised search ad auction prices but have not launched a formal investigation.
February 14, 2026
Moolec Science stock jumps 69% after GLASO1 safflower crushing update, then dips after hours
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Moolec Science stock jumps 69% after GLASO1 safflower crushing update, then dips after hours

Moolec Science shares surged 69.2% to $8.63 Friday after reporting its engineered safflower produced oil with 45% GLA in commercial-scale U.S. crushing. Volume exceeded 50 million shares; the stock fell 7.9% after hours. The company said its 2025 U.S. campaign covered 1,100 acres, yielding about 2,200 pounds per acre. Investors await details on commercial buyers and terms.
February 14, 2026
ImmunityBio stock drops 10% Friday, then pops after hours as IBRX heads into a holiday break
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ImmunityBio stock drops 10% Friday, then pops after hours as IBRX heads into a holiday break

ImmunityBio shares fell 10.2% to $5.95 Friday before rising to $6.10 after hours, with 39.2 million shares traded. The drop followed news that U.S. regulators requested more information for a possible resubmission of Anktiva’s label expansion in early-stage bladder cancer. Executives reported routine insider tax-withholding sales. Pomerantz Law Firm said it is investigating claims on behalf of investors.
February 14, 2026
Transocean stock jumps 8% Friday as Valaris deal trade stays hot ahead of earnings
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Transocean stock jumps 8% Friday as Valaris deal trade stays hot ahead of earnings

Transocean shares surged 8.5% to $6.54 Friday after the company agreed to acquire Valaris in a $5.8 billion all-stock deal. Valaris and Noble also posted strong gains. Investors are watching for Transocean’s quarterly results and fleet update due Feb. 19, with a call set for Feb. 20. Transocean recently added $184 million in contract backlog from Norwegian rig deals.
February 14, 2026
AMC stock: New SEC filing shows fresh push to refinance debt ahead of earnings
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AMC stock: New SEC filing shows fresh push to refinance debt ahead of earnings

AMC Entertainment signed a supplemental indenture to expand debt-refinancing options at its Muvico unit, a filing showed Friday. Shares closed up 0.8% at $1.23, ending a four-day slide. AMC recently set up a program to sell up to $150 million in stock and will report Q4 and 2025 results on Feb. 24. U.S. equity markets will be closed Monday for Washington’s Birthday.
February 14, 2026
Snowflake stock jumps 5% and holds after hours as CPI cools and earnings loom
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Snowflake stock jumps 5% and holds after hours as CPI cools and earnings loom

Snowflake shares climbed 5.4% to $182.29 in after-hours trading Friday after announcing a partnership with U.S. Figure Skating to expand its AI offerings. The move follows a recent $200 million deal with OpenAI. Investors await Snowflake’s late-February earnings for further signs of customer spending. U.S. inflation data showed CPI up 0.2% in January, with core CPI rising 0.3%.
February 14, 2026
Constellation Energy stock jumps after PJM data-center power push; new 5.5% stake filing surfaces
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Constellation Energy stock jumps after PJM data-center power push; new 5.5% stake filing surfaces

Constellation Energy shares jumped 4.5% to $288.43 in after-hours trading after a late SEC filing showed Capital International Investors holds a 5.5% passive stake. Power generator stocks rallied as traders focused on data-center demand and new PJM grid rules. Vistra, NRG Energy, and Talen Energy also posted gains. Constellation’s volume topped 5.4 million shares, above its 50-day average.
February 14, 2026
Cloudflare stock jumps 6% as analysts lift targets on AI traffic — what to watch next
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Cloudflare stock jumps 6% as analysts lift targets on AI traffic — what to watch next

Cloudflare shares rose 5.8% to $195.85 Friday, outperforming the Nasdaq, and held steady after hours. The company posted Q4 adjusted earnings of $0.28 per share on $614.5 million revenue, up 34% year-over-year. Analysts raised price targets following strong backlog and outlook metrics. Investors await Cloudflare’s next conference and a shortened U.S. trading week.
February 14, 2026
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