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.

Natural gas price snaps back above $3.20 after a 3% dip as storage, warm forecasts collide
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Natural gas price snaps back above $3.20 after a 3% dip as storage, warm forecasts collide

March U.S. natural gas futures rose 1% to $3.249/mmBtu by early afternoon, rebounding from a 3% drop. The U.S. Energy Information Administration reported a storage draw of 249 Bcf, leaving inventories 130 Bcf below the five-year average. Warmer forecasts may curb demand, while output remains high. Traders await next week’s storage data and weather updates.
February 13, 2026
AI stocks swing again: Nvidia slips while Applied Materials jumps on AI-linked chip spending
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AI stocks swing again: Nvidia slips while Applied Materials jumps on AI-linked chip spending

Applied Materials jumped 9% after forecasting stronger-than-expected results, while Nvidia fell 1.5% and Alphabet dropped 0.8% as investors questioned AI megacap spending. Microsoft was flat as the FTC increased scrutiny of its AI and cloud bundling. The S&P 500 rose 0.53% and the Nasdaq gained 0.32% by midday. January U.S. inflation rose 0.2%, with electricity prices up 6.3% on AI-related demand.
February 13, 2026
Pinterest stock dives 18% after weak forecast as tariff-hit retailers cut ads
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Pinterest stock dives 18% after weak forecast as tariff-hit retailers cut ads

Pinterest shares fell 18% to $15.19 in midday New York trading Friday after the company forecast first-quarter revenue below Wall Street estimates, citing lower ad spending by major U.S. retailers facing tariff pressures. The stock touched $13.87 at session lows, with over 41 million shares traded. Pinterest’s outlook triggered at least 24 brokerage price target cuts. The company ended 2025 with 619 million monthly active users.
February 13, 2026
Workday founder Aneel Bhusri’s $139 million CEO comeback deal hinges on a five-year stock test
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Workday founder Aneel Bhusri’s $139 million CEO comeback deal hinges on a five-year stock test

Workday co-founder Aneel Bhusri will receive stock awards valued at $135 million as he returns as CEO, with $75 million tied to share-price targets, a regulatory filing showed. Bhusri’s agreement with co-founder David Duffield gives them control of about 68% of voting power. Workday shares have dropped 51% from their peak, erasing $40 billion in value. Fiscal fourth-quarter and full-year results are due Feb. 24.
February 13, 2026
CAAT pension shake-up: CEO Derek Dobson put on leave after $1.6 million payout scrutiny
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CAAT pension shake-up: CEO Derek Dobson put on leave after $1.6 million payout scrutiny

CAAT Pension Plan placed CEO Derek Dobson on administrative leave and named CIO Kevin Fahey acting CEO amid an independent review of a $1.6 million vacation payment to Dobson. The board also replaced its chair and vice-chair. The review is expected to conclude later in February. CAAT says the plan remains fully funded with over $23 billion in assets.
February 13, 2026
Booking Holdings stock slips again as BKNG nears fresh lows ahead of earnings
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Booking Holdings stock slips again as BKNG nears fresh lows ahead of earnings

Booking Holdings shares dropped 0.7% to $4,128.77 in midday New York trade Friday, extending recent losses ahead of its Feb. 18 earnings report. The stock touched an intraday low of $4,074.14 as traders watched for guidance on bookings and marketing costs. Sector sentiment weakened after Expedia issued a cautious outlook, while Airbnb projected higher revenue and new hotel partnerships.
February 13, 2026
Cisco stock price rebounds after brutal CSCO earnings drop, but margin pressure still bites
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Cisco stock price rebounds after brutal CSCO earnings drop, but margin pressure still bites

Cisco shares rose 2.6% to $76.92 in midday trading Friday after plunging over 12% the previous session, the stock’s steepest drop since May 2022. The company forecast lower gross margins for the current quarter due to higher memory costs, despite raising its full-year revenue outlook. Cisco reported quarterly revenue of $15.3 billion and adjusted earnings of $1.04 per share.
February 13, 2026
Airbnb stock jumps after earnings — what Wall Street is watching next
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Airbnb stock jumps after earnings — what Wall Street is watching next

Airbnb shares climbed 4.5% to $121.17 in midday trading Friday after the company reported a 12% rise in fourth-quarter revenue and forecast first-quarter sales above Wall Street estimates. The company cited strong demand for higher-priced stays, even as budget travelers pull back. CEO Brian Chesky highlighted new AI-driven customer support and ongoing product changes. Deutsche Bank upgraded the stock, but analysts remain split on growth and margin risks.
February 13, 2026
GE Aerospace stock rises: robots, repair crunch and Airbus engine talks in focus
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GE Aerospace stock rises: robots, repair crunch and Airbus engine talks in focus

GE Aerospace shares rose 1% to $316.05 midday Friday after news of a plan to boost repair volume 33% at its Singapore hub with up to $300 million investment. Safran forecast higher 2026 profit, citing strong demand for engine services. CFM, the GE-Safran venture, is weighing new engine designs as supply strains persist. Aerospace stocks, including Boeing and RTX, traded higher.
February 13, 2026
Lam Research stock price rises as Applied’s AI outlook lifts chip-equipment names
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Lam Research stock price rises as Applied’s AI outlook lifts chip-equipment names

Lam Research shares climbed 2.3% to $236.72 Friday morning, recovering from Thursday’s drop as chip equipment stocks rallied after Applied Materials issued a strong forecast. The move followed softer U.S. inflation data, which lowered Treasury yields and boosted rate-cut hopes. Applied Materials jumped 8.8%. U.S. markets will close Monday for Presidents Day, reopening Tuesday.
February 13, 2026
Oracle stock climbs as Air Force, CMS cloud wins spotlight its government push
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Oracle stock climbs as Air Force, CMS cloud wins spotlight its government push

Oracle shares climbed 1.6% to $158.97 by midday Friday, outperforming major indexes after announcing new U.S. government cloud contracts. CEO Clayton M. Magouyrk sold 10,000 shares earlier in the week, according to a regulatory filing. The company secured an $88 million Air Force Cloud One task order and a separate cloud deal with the Centers for Medicare & Medicaid Services.
February 13, 2026
UnitedHealth (UNH) stock price today: shares rise as healthcare gets a bid, but Medicare Advantage rates still loom
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UnitedHealth (UNH) stock price today: shares rise as healthcare gets a bid, but Medicare Advantage rates still loom

UnitedHealth shares rose 1.3% to $288.14 in midday New York trading Friday, with nearly 4 million shares changing hands. Managed-care stocks gained despite warnings on Medicare Advantage plan ratings and uncertainty over 2027 reimbursement rates. Humana, Elevance, Cigna, and CVS Health also traded higher. CMS will announce final 2027 Medicare Advantage payment rates by April 6.
February 13, 2026
Salesforce stock rises as cooler inflation sparks a bounce — what CRM traders watch next
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Salesforce stock rises as cooler inflation sparks a bounce — what CRM traders watch next

Salesforce shares climbed 2.7% to $190.41 Friday, outperforming a weaker U.S. market after January inflation data came in below forecasts. The stock remains down about 30% in 2026 amid volatility tied to AI concerns and broader tech selloffs. Salesforce traded between $184.31 and $193.43 with 6.1 million shares changing hands. The company reports fiscal results Feb. 25.
February 13, 2026
AppLovin stock whipsaws after earnings: why APP shares are trying to steady now
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AppLovin stock whipsaws after earnings: why APP shares are trying to steady now

AppLovin shares rose 1.5% to $372.55 in late morning trading Friday, rebounding after a 20% drop the previous day. The company reported Q4 revenue up 66% to $1.658 billion and forecast Q1 revenue of $1.745 billion to $1.775 billion. Analysts lowered price targets but mostly kept positive ratings. The stock traded between $359.18 and $382.16 during the session.
February 13, 2026
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