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.

GE Vernova stock slips as GEV cools off near a fresh high on AI power trade jitters
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GE Vernova stock slips as GEV cools off near a fresh high on AI power trade jitters

GE Vernova shares slipped 0.6% to $819.07 Thursday, pulling back after hitting a 52-week high the previous day. The company recently raised its 2026 revenue outlook to up to $45 billion and completed a $5.3 billion buyout of transformer-maker Prolec GE. Orders last quarter jumped 65% to $22.2 billion. Broader markets fell, with the Nasdaq down 1.6% in afternoon trading.
February 12, 2026
Carvana stock (CVNA) falls again after court order as earnings loom
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Carvana stock (CVNA) falls again after court order as earnings loom

Carvana shares dropped 4.9% to $346.36 Thursday, extending losses after a U.S. court ordered the company to produce withheld email attachments in ongoing securities litigation. The order, signed Feb. 10, compels disclosure of communications tied to DriveTime. Investors remain cautious ahead of Carvana’s Feb. 18 earnings report. Executive Thomas Taira sold 1,047 shares on Feb. 9, SEC filings show.
February 12, 2026
Spotify stock slips 7% as post-earnings rally fades and analysts trim targets
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Spotify stock slips 7% as post-earnings rally fades and analysts trim targets

Spotify shares fell 7.3% to $451.47 on Thursday, reversing gains from an earlier earnings rally. The stock swung between $438.07 and $489.10 as investors weighed AI spending and streaming economics. Spotify reported 751 million monthly active users and 290 million premium subscribers for the December quarter. Markets await further strategy details at Spotify’s May 21 Investor Day.
February 12, 2026
Heating Oil Price Slides Nearly 3% as IEA Demand Cut Hits Crude, Distillates in Focus
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Heating Oil Price Slides Nearly 3% as IEA Demand Cut Hits Crude, Distillates in Focus

U.S. heating oil futures dropped 2.7% Thursday, with the front-month contract down 6.56 cents at $2.3748 a gallon by midday. Distillate fuel oil stocks fell 2.7 million barrels to 124.7 million last week, including a 2.1 million-barrel drop on the East Coast. Crude and product prices tracked a broader oil selloff after the IEA cut its 2026 demand outlook.
February 12, 2026
ICON stock sinks nearly 40% after accounting probe pulls guidance; what investors watch next
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ICON stock sinks nearly 40% after accounting probe pulls guidance; what investors watch next

ICON shares plunged 39% after the company disclosed an internal accounting investigation and withdrew 2025 guidance. The firm delayed its annual results to on or before April 30, citing possible revenue overstatements for 2023 and 2024. Evercore suspended coverage, while Leerink Partners downgraded the stock. About 14.6 million shares changed hands by midday Thursday.
February 12, 2026
Bank of America stock drops nearly 3% as CPI looms and rate bets shift
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Bank of America stock drops nearly 3% as CPI looms and rate bets shift

Bank of America shares dropped 2.8% to $52.32 in late-morning trading Thursday, tracking declines across major U.S. banks ahead of Friday’s inflation report. JPMorgan Chase, Wells Fargo, Citigroup, and Goldman Sachs also fell between 2.5% and 3.7%. Investors are adjusting positions as the Consumer Price Index data could shift Federal Reserve rate expectations. CEO Brian Moynihan this week reaffirmed targets for profit and net interest income growth.
February 12, 2026
T-Mobile stock jumps today as TMUS lifts 2027 cash outlook and ramps buybacks
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T-Mobile stock jumps today as TMUS lifts 2027 cash outlook and ramps buybacks

T-Mobile US shares jumped 4.3% to $218.60 Thursday after the company raised its 2027 revenue and cash flow targets and said it would double first-quarter buybacks to as much as $5 billion. The company reported 962,000 postpaid phone net adds in Q4, but churn rose to 1.02%. T-Mobile also plans a euro-denominated bond offering. Management will stop reporting postpaid phone adds, shifting focus to account growth and ARPA.
February 12, 2026
Cisco stock slides nearly 11% after earnings as margin pressure spooks CSCO traders
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Cisco stock slides nearly 11% after earnings as margin pressure spooks CSCO traders

Cisco shares fell about 11% to $76.21 Thursday after the company forecast lower gross margins for the next quarter despite raising its full-year revenue outlook. Second-quarter revenue rose 10% to $15.3 billion, but investors focused on margin pressure from rising memory costs. The drop weighed on other hardware stocks, including Arista, Dell, and HPE.
February 12, 2026
Netflix stock drops 5% as Warner deal pushback grows — what’s next for NFLX
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Netflix stock drops 5% as Warner deal pushback grows — what’s next for NFLX

Netflix shares fell 5.1% to $75.53 in late-morning Thursday trading amid uncertainty over its proposed deal with Warner Bros Discovery. Activist investor Ancora said it would oppose the Warner-Netflix deal and support Paramount’s rival bid. Paramount extended its $30-a-share cash offer and pledged to cover Warner’s $2.8 billion breakup fee to Netflix. Traders are watching shareholder votes and antitrust reviews.
February 12, 2026
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