The common read on Monday’s CoreWeave (NASDAQ: CRWV) Sell call is that the credit market has finally turned on the neoclouds, and the equity market simply has not noticed yet. CoreWeave’s own capital stack says something more awkward: in the same week, the credit market priced two very different CoreWeaves. On 18 September, investors lent
The easy reading of the Google AI slowdown lawsuit is that it is an Anthropic and OpenAI story, with Google named at the end of the caption. The complaint says otherwise. In the 29-page filing four paid subscribers lodged in San Francisco on 18 September, Google is the defendant that allegedly proposed the machinery for
The popular reading of the SpaceX Nasdaq-100 rebalance is that index funds were forced to buy $15.5 billion to $22 billion of stock and that this should have lifted the price. It did not: SpaceX (NASDAQ: SPCX) traded 335.7 million shares on Friday 18 September, about 3.5 times its three-month average, and still closed down
Updated 22 September 2026, 06:50 UTC Bitcoin (BTC): $85,509, up 4.78% over 24 hours (CoinDesk). Market capitalisation about $1.72 trillion. BTC touched $87,000 on Coinbase and Binance on Monday afternoon before easing back. Verdict: this is the first technically meaningful breakout of 2026, not just another squeeze. Bitcoin closed a week above its 50-week moving
Updated 21 September 2026. Critical Metals (NASDAQ: CRML) traded at $8.55 in pre-market trading on Monday 21 September (09:15 ET, Yahoo Finance data), up about 27% from Friday’s close of $6.73, after President Trump announced a “permanent” US security agreement with Denmark and Greenland. Verdict: the $15.33 bull case (+79.3%) is the average analyst target
Samsung Electronics plans to lift average monthly HBM wafer input to about 250,000 wafers in 2027 from roughly 180,000 this year, according to a Seoul Economic Daily report citing industry sources. The HBM4 family is expected to rise to about 80 percent of those shipments from around 40 percent now, making the plan the first large
The popular take on a Tesla SpaceX merger is that it is a question of whether. The filings say it is a question of price, and the price has an awkward property. At Friday’s closes, Tesla shareholders would need a premium of roughly 40% just to own half of a combined company, and a 39%
The Micron earnings date is Wednesday, September 30, 2026, and the popular read of it is wrong: the $50 billion revenue guide is not the aggressive target it looks like. Micron’s fiscal fourth quarter runs 14 weeks against 13 in the third quarter, a detail in the company’s own Q3 10-Q. Strip out that extra
The viral reading of this week’s congress stock trades is that Representative Josh Gottheimer placed a fresh, leveraged bet that Microsoft will stay above $340. His own filing doesn’t show that. The same filing that lists up to $1.5 million of October Microsoft calls bought also lists up to $1.5 million of December calls sold,
The common read on Oracle debt is that the $18 billion of Project Jupiter loans quoted at 89 to 91 cents on the dollar is a new crack in the AI build-out. Oracle’s own quarterly filing says otherwise: the company’s $125.0 billion of senior notes and other long-term borrowings carried an estimated fair value of