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.

IREN Earnings Today: Why the AI Cloud Stock Faces Its First Big Test After Mirantis Deal
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IREN Earnings Today: Why the AI Cloud Stock Faces Its First Big Test After Mirantis Deal

Thursday’s quarterly update from IREN Limited is shaping up as an early measure of whether the former bitcoin miner’s aggressive, expensive pivot to AI infrastructure will start delivering more reliable revenue. Awkward timing, but significant. IREN rolled out news of its Mirantis partnership, fired up a big Texas power facility, and it’s still adding to its Nvidia chip pile. Analysts, though, are sticking with forecasts for a quarterly loss, and investors are scanning the results to see whether Microsoft’s AI push is moving the needle yet.
May 7, 2026
Nintendo’s Surprise Star Fox Switch 2 Reveal Has a $49.99 Twist Players Will Notice
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Nintendo’s Surprise Star Fox Switch 2 Reveal Has a $49.99 Twist Players Will Notice

Nintendo plans to launch Star Fox for Nintendo Switch 2 on June 25, bringing Fox McCloud back with a remake of Star Fox 64 that features overhauled visuals, updated cutscenes, new voice acting, and a $49.99 digital price tag in the U.S. Nintendo has slotted another in-house release onto the Switch 2’s summer schedule, which is quickly filling up: Yoshi and the Mysterious Book lands May 21, with Star Fox set for June 25, Rhythm Heaven Groove following on July 2, and Splatoon Raiders arriving July 23. There’s a clear strategy here—exclusives like these are still crucial for console makers when that initial launch hype fades.
May 7, 2026
Warren Buffett’s Japan Bet Just Crossed a Line as Berkshire Tops 10% in Sumitomo and Marubeni
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Warren Buffett’s Japan Bet Just Crossed a Line as Berkshire Tops 10% in Sumitomo and Marubeni

Berkshire Hathaway increased its voting stakes in both Sumitomo Corp and Marubeni to over 10%, doubling down on its investment in Japanese trading companies. The move comes just days after new Chief Executive Greg Abel assured shareholders the U.S. conglomerate would take a patient approach with its capital. According to Sumitomo, Berkshire’s National Indemnity bumped its voting stake to 10.05% as of May 7, rising from 9.30% on March 10. Over at Marubeni, the same Berkshire insurer reached 10.10% as of May 6, an increase from 9.32%. That pushed National Indemnity into major shareholder territory—now the company’s biggest.
May 7, 2026
Star Health’s Cheaper Insurance Bet Meets Claims Scrutiny as Payouts Jump
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Star Health’s Cheaper Insurance Bet Meets Claims Scrutiny as Payouts Jump

Star Health and Allied Insurance is set to roll out two budget health insurance offerings aimed at smaller Indian cities within this fiscal year, targeting price-conscious consumers as higher payouts and a recent consumer-forum directive put its claims process under the microscope. Timing, here, is crucial. Health insurance policyholders are contending with steeper hospital charges, and according to Star Health Managing Director and CEO Anand Roy in comments to the Economic Times, “annual hikes on health insurance premiums are here to stay.” The sector is being squeezed by medical inflation running at 13% to 14% annually. Medical inflation captures rising costs tied to treatment, hospitals, and healthcare services.
May 7, 2026
Binance Online May 13 Agenda Revealed: CZ, BlackRock COO And Crypto Leaders Join Global Livestream
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Binance Online May 13 Agenda Revealed: CZ, BlackRock COO And Crypto Leaders Join Global Livestream

On May 13, Binance plans to host a “Binance Online” event lasting more than four hours, lining up founder Changpeng Zhao, co-CEOs Yi He and Richard Teng, BlackRock COO Rob Goldstein, Ripple CEO Brad Garlinghouse, and Solana Foundation President Lily Liu for the same public schedule. The event kicks off at 11:00 UTC on Binance Square, which is the company’s own content and social hub. The timing is key here: Binance is pushing to shift its narrative toward institutions, AI, and tokenization—moving beyond just retail crypto trading. Tokenization refers to putting ownership or claims on assets, like securities or funds, onto a blockchain.
May 7, 2026
Norway Reopens Three North Sea Gas Fields, Exposing Europe’s Gas Dilemma
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Norway Reopens Three North Sea Gas Fields, Exposing Europe’s Gas Dilemma

Norway has signed off on plans to restart production at three North Sea gas fields that have been shuttered for years, targeting a boost to European supply as the region looks to replace Russian gas amid war and supply disruptions. According to the Energy Ministry, redevelopment of the Albuskjell, Vest Ekofisk, and Tommeliten Gamma fields is moving ahead, with first gas projected for late 2028. Timing is key here: since Russia’s full-scale invasion of Ukraine in 2022, Norway has taken over as Europe’s top pipeline gas supplier. Tensions in the Middle East have only sharpened concerns about energy security. “Norwegian oil and gas output was ‘an important contribution to energy security in Europe,’” Energy Minister Terje Aasland said, emphasizing that
May 7, 2026
Emirates Just Bought 29 Airbus A380s. Its Superjumbo Bet Is Not Over
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Emirates Just Bought 29 Airbus A380s. Its Superjumbo Bet Is Not Over

In its 2025-26 financial year, Emirates shifted gears, snapping up 29 Airbus A380s and five Boeing 777s as their leases wrapped up—effectively bringing more of its fleet in-house rather than leasing. The world’s largest A380 operator is doubling down on the double-decker, putting more faith in the jet. The deals stand out, given the A380’s production line has shut down and fresh wide-body slots are scarce. Airbus made it official back in 2019, announcing deliveries would wrap up in 2021 after Emirates trimmed its commitments. That decision effectively left carriers seeking ultra-large jets with slim pickings for new aircraft.
May 7, 2026
Trent Bonus Share Date Changed: Zudio Parent Sets June 4 Cut-Off For 1:2 Issue
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Trent Bonus Share Date Changed: Zudio Parent Sets June 4 Cut-Off For 1:2 Issue

Trent Ltd pushed back the record date for its 1:2 bonus share issue to June 4, after originally setting it for May 29. Investors now have until the new deadline to qualify for the Tata Group retailer’s first-ever bonus issue. The shift was announced by the company in a May 6 exchange filing. The timing is crucial here: the record date determines which shareholders are on the books when a company finalizes a corporate action. For Trent, that 1:2 bonus translates to investors picking up one extra equity share for every two fully paid shares in their account, pending the green light from shareholders and regulators.
May 7, 2026
ITM Power Stock Rally Faces Its Biggest Test Yet After Morgan Stanley’s 170p Call
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ITM Power Stock Rally Faces Its Biggest Test Yet After Morgan Stanley’s 170p Call

ITM Power shares spent Thursday trading just shy of Morgan Stanley’s freshly set 170p target, with their recent surge pushing the Sheffield-based hydrogen equipment firm to a price zone German market trackers call a three-year peak. Late morning in London, the stock stood at 170.4p, having climbed as high as 172.9p Wednesday and 173.1p Tuesday. According to boerse.de, the German listing hit a fresh three-year top of 1.94 euros back on May 6. ITM’s shares find themselves caught between two opposing pressures: a major Wall Street bank has issued an unusually bullish recommendation, while the company is still waiting for UK officials to finalize funding for Chronos, its upcoming electrolyser stack. Electrolysers—these devices split water into hydrogen and oxygen using
May 7, 2026
Sensex Rally Hits A Pause After 940-Point Surge As Oil Falls Below $100 On U.S.-Iran Deal Hopes
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Sensex Rally Hits A Pause After 940-Point Surge As Oil Falls Below $100 On U.S.-Iran Deal Hopes

Indian equities lost some ground Thursday, pulling back after Wednesday’s oil-fueled rally. Investors booked profits as they mulled the impact of a potential U.S.-Iran deal on energy costs. The Sensex ended 114 points lower at 77,844.52, down 0.15%, while the Nifty 50 edged down just 4.30 points to 24,326.65, a dip of 0.02%. This shift has real impact: India relies heavily on imported oil, so when Brent crude drops, it can take some heat off inflation, support the rupee, and help corporate margins. Brent slipped under $100 a barrel on Thursday. The rupee also gained ground as traders unwound rupee short positions and moved to sell dollars in the forwards market.
May 7, 2026
Anthropic’s 80-Fold Claude Boom Just Forced a SpaceX Deal, and OpenAI Gets an Opening
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Anthropic’s 80-Fold Claude Boom Just Forced a SpaceX Deal, and OpenAI Gets an Opening

Anthropic struck a deal to tap every bit of available capacity at SpaceX’s Colossus 1 data center, looking to ease a crunch in computing power. CEO Dario Amodei recently acknowledged demand for Claude has blown past what the company expected. Under the new agreement, Anthropic expects to bring on board over 300 megawatts of capacity and more than 220,000 Nvidia GPUs within the next month. The timing is critical here: “compute”—the actual chips, electricity, and data-center capacity that power and train AI models—has set a ceiling for the biggest AI labs. At a San Francisco developer conference, Amodei said Anthropic had braced for usage and revenue to jump by 10 times, maybe a bit more. Instead, it shot up 80
May 7, 2026
Kraken MoneyGram Partnership Opens Crypto-to-Cash Withdrawals in 100+ Countries as IPO Push Builds
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Kraken MoneyGram Partnership Opens Crypto-to-Cash Withdrawals in 100+ Countries as IPO Push Builds

Kraken landed a global deal with MoneyGram, opening up a way for its users to swap crypto for cash using MoneyGram’s pickup locations—spanning more than 100 countries and offering the exchange a concrete cash-out option. This deal’s got weight: crypto companies keep hunting for ways to make digital assets actually useful beyond just trading. All this, as banks and crypto players in the U.S. are locked in a Washington battle over stablecoin rewards—specifically, how much the CLARITY Act should let them offer. That bill aims to lay down clearer digital asset rules for the market.
May 7, 2026
Nintendo Just Brought Back Star Fox for Switch 2 — And the June 25 Launch Is the Point
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Nintendo Just Brought Back Star Fox for Switch 2 — And the June 25 Launch Is the Point

REDMOND, Wash., May 6, 2026, 16:06 PDT Nintendo on Wednesday announced plans to launch Star Fox for Nintendo Switch 2, targeting a June 25 release. The company is reviving Fox McCloud’s space-combat franchise, this time linking the rollout to a surprise Star Fox Direct presentation. According to Nintendo, the new game draws from the Nintendo 64 classic Star Fox 64.
May 7, 2026
Nissan’s Kyushu Shift Just Became the Hardest Test of Its Turnaround
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Nissan’s Kyushu Shift Just Became the Hardest Test of Its Turnaround

KANDA, Japan, May 7, 2026, 08:06 JST Nissan Motor’s decision to move vehicle manufacturing from the longstanding Oppama plant outside Tokyo down to its Kyushu facility is emerging as a critical challenge for Chief Executive Ivan Espinosa’s turnaround efforts. The company also announced cuts of roughly 900 jobs in Europe, consolidating production at its Sunderland plant in the UK.
May 7, 2026
Xbox’s Stranger Than Heaven Showcase Is Live: RGG’s Five-Era Sega Game Gets Its Biggest Reveal Yet
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Xbox’s Stranger Than Heaven Showcase Is Live: RGG’s Five-Era Sega Game Gets Its Biggest Reveal Yet

REDMOND, Washington, May 6, 2026, 16:06 PDT On Wednesday, Xbox kicked off a special "Stranger Than Heaven" stream, handing Sega’s Ryu Ga Gotoku Studio a half-hour slot to unpack the story, setting, and cast for one of their major releases beyond the Like a Dragon series. The broadcast went live at 4 p.m. Pacific on Xbox’s YouTube and Twitch platforms.
May 7, 2026
3I/ATLAS Just Gave Scientists a Rare Look Inside an Interstellar Comet
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3I/ATLAS Just Gave Scientists a Rare Look Inside an Interstellar Comet

MAUNAKEA, Hawaii, May 6, 2026, 12:04 HST A group led by Yoshiharu Shinnaka at Kyoto Sangyo University spotted fresh evidence of chemical changes in 3I/ATLAS, the interstellar comet, after it swung close to the Sun—suggesting what’s under the surface doesn’t necessarily match what’s on top. The observations came from the Subaru Telescope on Maunakea, according to a Wednesday piece in Big Island Now.
May 7, 2026
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