The obvious reading is that SpaceX already owns the spectrum and that Verizon, AT&T and T-Mobile have already…
Oct 9, 2026 · 11 min read
The myth is that an “is Gemini down” error is an Alphabet earnings event. GOOGL closed Thursday 8…
Oct 9, 2026 · 11 min read
The myth is that 70 million American children just received funded Trump Accounts. They received a Treasury record.…
Oct 9, 2026 · 11 min read
Updated 8 October 2026. Samsung Electronics guided third-quarter 2026 operating profit to about 107.4 trillion won on sales…
Oct 8, 2026 · 7 min read
Updated 8 October 2026. Applied Digital (APLD) reported fiscal first-quarter 2027 revenue of $341.9 million, up 322 percent…
Oct 8, 2026 · 6 min read
CrowdStrike’s seven-session winning streak ended with a 4.8% decline to $265.44 after the cybersecurity stock set an intraday…
Oct 8, 2026 · 3 min read
The obvious reading of Wednesday’s SpaceX tape is that a $40 billion Nvidia order is a growth shock…
Oct 8, 2026 · 11 min read
A record close is not a product announcement, and a cybersecurity high is not a software record. Palo…
Oct 7, 2026 · 11 min read
Tuesday’s drop in the hard-drive pair was not a second printing of Friday’s Toshiba-capacity selloff, and it was…
Oct 7, 2026 · 11 min read
A record close is not the same thing as a leadership day. Nvidia closed Tuesday, 6 October 2026,…
Oct 7, 2026 · 11 min read
The US Energy Information Administration lifted its fourth-quarter Brent oil forecast to $105 a barrel in the October…
Oct 7, 2026 · 3 min read
The lazy reading of Tuesday’s tape is that Astera Labs, Nebius and CoreWeave each signed something new. They…
Oct 7, 2026 · 11 min read
The myth is that AMD still has room to run up to the average price target. It does…
Oct 6, 2026 · 11 min read
The obvious reading of Monday’s tape is that Schneider Electric overpaid for PTC and handed the premium straight…
Oct 6, 2026 · 11 min read
The gold price traded at $4,172.87 an ounce at 13:46 GMT+1 on Tuesday, up $32.35 or 0.78% on…
Oct 6, 2026 · 4 min read
This preview of weekly data examines USOIL and XAUUSD, with economic data expected later this week as the…
Oct 5, 2026 · 3 min read
Oklo Inc. (NYSE: OKLO) closed at $35.87 on Friday, 2 October 2026, at 4:00 p.m. ET, on Nasdaq’s…
Oct 5, 2026 · 11 min read
Vistra (NYSE: VST) closed at $140.02 on Friday, 2 October 2026, at 4:00 p.m. ET, the last regular-session…
Oct 5, 2026 · 11 min read