Business
What Meta Actually Shipped at Connect: $1,299 VR Glasses, a…
Updated 24 September 2026. Meta Platforms closed Wednesday 23 September at $744.10, up 1.02 percent, for a $1.90 trillion market...
Read more
Oracle Expects Half of Its $664B RPO as Revenue Within 36…
Oracle's $664 billion of remaining performance obligations is usually treated as a far-off promise, a decade of contracts that will...
Read more
TSMC’s First NT$500bn Month Leaves September a 6%…
The easy reading of TSMC's August sales is that a record month signals a record quarter. That gets the logic...
Read more
SpaceX Nasdaq-100 Weight 2.82%: Index Bid vs 3.1bn Unlock…
The popular reading of the SpaceX Nasdaq-100 rebalance is that index funds were forced to buy $15.5 billion to $22...
Read more
Vistra’s 207 MW Odessa Deal Comes With a 5% Data…
The easy read of Monday's news is that Vistra landed another data centre customer. It did not, at least not...
Read more
Micron Earnings Date Sept 30: The Extra Week in the $50bn…
The Micron earnings date is Wednesday, September 30, 2026, and the popular read of it is wrong: the $50 billion...
Read more
Tesla SpaceX Merger Math: a 39% Premium and a $2T Trigger
The popular take on a Tesla SpaceX merger is that it is a question of whether. The filings say it...
Read more
AMD Stock Price Prediction: $725 Bull Case, $385 Bear
Any AMD stock price prediction that starts from the $913.9bn market capitalisation on the quote screen is already working from...
Read more
SanDisk (SNDK) Stock Price Prediction: $2,520 Bull, $1,240…
A SanDisk (SNDK) stock price prediction that opens with "the shares are up nineteen-fold, so they must be expensive" has...
Read more
Rigetti Stock Price Prediction: $30 Bull vs $8 Bear Case
The story everyone told about Rigetti this month was "$100 million from Washington." Read the filing and it is a...
Read more