Applied Materials did not fall 35 percent from its June high because its business got worse. It fell because the market worked out how much of this year’s profit growth was not profit growth. AMAT closed at $468.85 on 9 September 2026, down 0.83 percent on the day and 35.2 percent below the $723.00 closing
The consensus reading of Marvell Technology is that the stock is cheap because the Google money has not arrived yet. That is only half right, and the half it gets wrong is the expensive half. Marvell closed at $235.01 on 9 September 2026, up 4.26% on the day and up roughly 252% over twelve months,
Almost every summary of X-Energy you will read says the company reached the public market through the Ares Acquisition Corporation II blank-cheque vehicle. It did not. The SEC file for CIK 0002088896 contains no SPAC merger at all: a draft registration statement in November 2025, an S-1 in March 2026, four amendments, an effectiveness order
Updated 10 September 2026 WTI crude trades at $95.44 a barrel on 10 September 2026, down 0.64% (-$0.61) on the day, per Trading Economics. Brent is at $100.41, down 0.79%, putting the Brent-WTI spread near $5. Verdict: WTI is trading above every major published forecast, not below one. The EIA’s 9 September outlook implies WTI
Intel could reduce its workforce by another 5% to 10% as chief executive Lip-Bu Tan continues to remove management layers and withdraw resources from lower-margin products, according to a new DigiTimes report citing semiconductor supply-chain sources. The report emerged roughly six weeks before Intel is estimated to publish its third-quarter results on 22 October, although
Updated 9 September 2026. SpaceX’s third scheduled lock-up tranche releases up to 319.0 million Class A shares today, and a separate 59.1 million affiliate block follows tomorrow. Both dates come straight from the 424B4 prospectus filed with the SEC on 12 June 2026, not from a tracker. SPCX closed at $153.47 on 8 September, up
The consensus memory trade rests on a single assumption: Chinese supply cannot arrive before the 2027 demand peak. That assumption is now carrying more weight than the evidence behind it. ChangXin Memory Technologies (CXMT) is reported to be running 8-high HBM3 at roughly 25% overall yield, around 30% through the front end, with only about
A $100 increase on a flagship phone looks like the memory shortage arriving in shops. It is closer to the opposite. Mobile DRAM and NAND contract prices have risen roughly fourfold since the fourth quarter of 2025, according to Counterpoint Research, while the headline price of a premium handset has moved by about 9%. Bloomberg’s
The assumption running through every memory desk this year is that a supplier in a shortage will take every yen the market offers. Kioxia has just broken it. On 9 September 2026 the Japanese NAND maker’s president and chief executive, Hiroo Ota, told Bloomberg that memory prices have risen enough, and that the company will
Updated 9 September 2026. Strategy (NASDAQ: MSTR) closed at $136.52 on 8 September, down 4.40% from a $142.80 previous close, on volume of 19.9 million shares (StockAnalysis). The stock has ranged between $81.81 and $365.21 over the past 52 weeks. Verdict: MSTR is no longer trading as a software company and only loosely as a