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.

Airbnb stock pops after hours as ABNB tops Q1 revenue view, but flat margin outlook worries investors
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Airbnb stock pops after hours as ABNB tops Q1 revenue view, but flat margin outlook worries investors

New York, Feb 12, 2026, 18:56 ET — Trading after the bell. Airbnb Inc climbed roughly 5% in after-hours action Thursday, after putting out a first-quarter revenue forecast that cleared Wall Street's bar. The company is banking on higher-end rentals to help counter cautious spending from budget travelers. Despite that, Airbnb doesn’t see margin expansion happening this year. Shares finished the regular session down 3% at $115.97.
February 13, 2026
Applied Materials stock jumps after earnings beat; AMAT rallies in after-hours as AI demand drives outlook
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Applied Materials stock jumps after earnings beat; AMAT rallies in after-hours as AI demand drives outlook

New York, February 12, 2026, 18:49 EST — After-hours Shares of Applied Materials shot up 13.3% to $371.97 in after-hours action this day, bouncing back from a 3.4% drop at the close, where the stock settled at $328.39. The chip equipment maker outpaced Wall Street estimates for the quarter and delivered a forecast that landed ahead of expectations. Figures are from Public market data.
February 13, 2026
Humana (HUM) stock rebounds after earnings shock — Star Ratings and Medicare rates now drive the price
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Humana (HUM) stock rebounds after earnings shock — Star Ratings and Medicare rates now drive the price

New York, Feb 12, 2026, 18:26 EST — After-hours Shares of Humana Inc ended Thursday up 1.96% at $178.83, breaking a three-day slide and sticking close to that price in after-hours trading. Around 3.3 million shares changed hands, well above the 50-day average of 1.9 million. This came as the S&P 500 dropped 1.57% and the Dow lost 1.34%.
February 13, 2026
Wall Street’s AI “losers” hunt hits Nasdaq as Cisco plunges and transports slide
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Wall Street’s AI “losers” hunt hits Nasdaq as Cisco plunges and transports slide

Thursday saw a hard selloff in U.S. equities, led by steep declines in tech and transport names as traders fretted over AI’s potential impact on corporate margins. The Nasdaq Composite tumbled 2.03%. S&P 500 lost 1.57%. Dow shed 1.34%. The Dow Jones Transport Average plummeted 4%. Cisco plunged 12.3%, AppLovin cratered 19.7%. Rotation went into utilities and consumer staples. “We see this as a ‘prove it’ year for AI. We need to start seeing some return on investments,” said Jack Herr at GuideStone Funds. It’s been rough for software stocks—even those posting stronger-than-expected numbers. Investors, spooked by the threat that AI could shake up established business models, have been quick to dump shares. AppLovin CEO Adam Foroughi tried to tamp
February 12, 2026
DraftKings stock sinks after weak 2026 forecast as prediction-markets spend takes focus
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DraftKings stock sinks after weak 2026 forecast as prediction-markets spend takes focus

Shares of DraftKings dropped roughly 13% in after-hours action Thursday, with investors balking at the company’s 2026 forecast, which landed softer than they’d hoped. The sports-betting firm’s new outlook prompted the selloff, despite a stronger-than-expected Q4. Online betting companies are facing the forecast at a challenging point. Years of expansion—sparked by fresh state openings and aggressive marketing—have now given way to calls for tighter margins and more predictable earnings.
February 12, 2026
US mortgage rate dips to 6.09% — a small break for buyers as spring nears
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US mortgage rate dips to 6.09% — a small break for buyers as spring nears

Mortgage rates in the U.S. dipped slightly this week. Freddie Mac reported Thursday that the average 30-year fixed loan now sits at 6.09%, down from 6.11% last week. The 15-year fixed dropped, too, easing to 5.44% from 5.50%. A year ago, the 30-year was sitting much higher at 6.87%. Borrowing costs remain stuck near their lowest point in almost three years, right as the spring homebuying window approaches. “Housing affordability continues to measurably improve,” said Sam Khater, Freddie Mac’s chief economist.
February 12, 2026
Coinbase posts $667 million loss as crypto rout drags revenue down — and the Q1 clue traders seized on
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Coinbase posts $667 million loss as crypto rout drags revenue down — and the Q1 clue traders seized on

Coinbase Global posted a fourth-quarter loss of $667 million, hit by a broad selloff in crypto that slashed trading activity and hammered its results. Net revenue dropped roughly 22% year-over-year to $1.71 billion, while total revenue landed at $1.78 billion. “Crypto is cyclical, and experience tells us it’s never as good, or as bad as it seems,” the company said in its report. Looking ahead, Coinbase expects first-quarter subscription and services revenue between $550 million and $630 million. Crypto prices stumbled hard late in 2025, wiping out gains from early October, after President Donald Trump rolled out new tariffs on Chinese goods and dangled the threat of export controls, according to Reuters. Coinbase didn’t escape the fallout — transaction revenue
February 12, 2026
Rivian stock lifts on R2 launch timeline, but 2026 outlook points to more losses
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Rivian stock lifts on R2 launch timeline, but 2026 outlook points to more losses

IRVINE, California, February 12, 2026, 13:55 PST Rivian Automotive is betting on a surge in deliveries for 2026—up 53% by its own estimate—driven by the rollout of its smaller R2 SUV in the second quarter. Investors liked what they heard; shares popped roughly 10% after hours on Thursday. The company projected 62,000 to 67,000 deliveries for this year, after getting 42,247 vehicles out the door in 2025. “The growth is really, of course, what we see in R2,” CEO RJ Scaringe told Reuters. Rivian’s new R2, starting around $45,000, lands in direct competition with Tesla’s Model Y, but it’s coming to market just as EV demand has softened following the end of U.S. federal tax credits, Reuters said.
February 12, 2026
Pinterest earnings: Stock drops on weak Q1 revenue outlook as AI pivot faces a tougher ad fight
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Pinterest earnings: Stock drops on weak Q1 revenue outlook as AI pivot faces a tougher ad fight

Pinterest shares sank roughly 12% after hours Thursday after the company guided first-quarter revenue to a range of $951 million to $971 million—coming up short of the $980.1 million average estimate from analysts. The image-sharing platform, locked in a fight for advertising spend against TikTok along with Meta’s Instagram and Facebook, fell short of Wall Street’s hopes for the March quarter. The outlook’s under the microscope as Pinterest works to convince advertisers their dollars lead to actual sales—not just inspire users to scroll. Even the slightest miss or cautious forecast ramps up the pressure, with the company fighting for ad spend against much larger rivals.
February 12, 2026
Applied Materials jumps after bullish forecast signals AI memory boom for chip gear makers
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Applied Materials jumps after bullish forecast signals AI memory boom for chip gear makers

Santa Clara, Calif., February 12, 2026, 13:58 PST Applied Materials is looking for stronger second-quarter revenue and profit than analysts had penciled in, pointing to rising demand for AI processor-related equipment as a key driver. Shares climbed roughly 9% after hours. https://www.reuters.com/business/applied-materials-forecasts-second-quarter-sales-above-estimates-2026-02-12/
February 12, 2026
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