The quantum computing price prediction that treats these four stocks as one instrument does not survive the tape: from the 31 December 2025 close to the 29 September 2026 close, IonQ fell 2.1% and D-Wave Quantum fell 37.2%, a 35-point gap, and from 28 August IonQ rose 12.0% while D-Wave fell 3.3%. The single-name notes
Nvidia price prediction does not move just because the board approved the largest share-repurchase increase on record. At the 29 September close of $227.21, the $235 billion still authorized for buybacks would retire about 1.03 billion shares. That is 4.3 percent of the 24.285 billion diluted shares Nvidia reported for the quarter ended 26 July.
An Amazon price prediction that treats Anthropic’s IPO paperwork as a larger version of June’s markup is reading the wrong line. Reuters reported on 29 September that the lab’s confidential prospectus commits Anthropic to spend $110 billion with Amazon between May 2026 and April 2036, “regardless of usage,” inside a $518 billion plan with six
Updated 30 September 2026, 07:00 UTC Robinhood Markets (HOOD): $116.22 at the close on Tuesday 29 September (Yahoo Finance historical data), after a session range of $114.93 to $119.19. Shares rose more than 2% in overnight trading after the HOOD Summit keynote (Stocktwits). Verdict: The summit was a product event, not a numbers event. Robinhood
A popular read of this week’s AI-chip tape is that the trade hinges on Nvidia’s next platform, or on a data centre in orbit. The document that actually moved was a regulator’s letter. Nvidia GPU futures, the contracts that would have turned an hour of H100 rental into a cleared price, missed their 5 October
The popular story about Rigetti Computing is that Wall Street has turned on the quantum computing trade. It has not. Pull the analyst sheet and something stranger shows up: across the 13 analysts covering RGTI, the lowest twelve-month price target on the tape is $17.30, and the stock closed at $15.95 on 28 September 2026.
Meta launched Muse, its personal AI agent, on 8 September 2026 with the stock at $613.48. Sixteen sessions later, on 24 September, it closed at $777.59 — a 52-week high and a 35.9% gain from the end of August. Then it fell 8.0% in two sessions to $715.62 on 28 September. The standard explanation is
In September 2026 Broadcom told investors its AI semiconductor revenue would roughly double to $115bn in fiscal 2027 and double again to $230bn in fiscal 2028. The stock closed at $349.57 on 28 September, 27.4% below its June high of $481.57 and up just 6.6% across twelve months. Set those two facts beside each other
Fifty-five analysts cover Microsoft. Every one of them is looking at the same set of numbers, and the aggregate they produce is a Strong Buy with a $576.40 average target — 13% above the $509.22 close on 28 September 2026. Then look at what people betting actual money think. On Polymarket, for the trading week
The Nebius Group (NBIS) stock prediction everyone argues about is an ARR number, and that is the wrong number. Nebius has guided to $7-9bn of annualised run-rate revenue by the end of 2026, and it has also guided to $20-25bn of capital expenditure against $3.0-3.4bn of group revenue this year. A company that spends roughly