Meta’s Muse Books the Flight. Who Loses the Commission?
After a 6.55% surge, the real question is which middlemen get cut first.
Category: Top News
SoftBank Is Borrowing From Japanese Households for OpenAI
A record ¥1 trillion retail bond at 4.75% shows how Son is funding a giant AI bet.
Goldman Picked Five Stocks to Buy. AECOM Needs No Shopper.
With consumer discretionary the lone losing sector of 2026, the infrastructure engineer stands apart from Goldman’s dip list.
Micron Reports Sept. 30. The Number That Will Move the Stock Is Not Revenue.
MU is up about 220% in 2026 and trades at a forward multiple near 6. The Q4 guidance line on HBM pricing determines whether that gap closes or widens.
The 2027 Baseline Fight Is What Oil Desks Are Watching
September 6 is a formality. The capacity review arriving weeks later decides OPEC+ cohesion and the curve through 2027.
AI Companion or Contract Timing: Zoom’s Enterprise Pop
Enterprise revenue grew 7.8%, cash flow guidance rose, and $1.3B of buybacks remain. The question is what deserves the credit.
SPCX Is Down Today. November Is the Real Test.
Today’s unlock is small. November’s 1.3B-share Q3 tranche is the stress test that matters.
Nvidia Is No Longer Just a Chip Company
The $105B Ohio guarantee makes Nvidia landlord, banker, and arms dealer of AI.
DDOG Beat Everything. One Customer Broke It.
A 36% revenue surge, a raised guide, and a 19% selloff, inside the single metric that overrode every headline number.
Wendy’s Lost Its #2 Ranking. The Stock Has No Floor Yet.
Six straight quarters of U.S. sales declines, a halved dividend, withdrawn guidance, and a new CEO who told Wall Street the company is not performing at its potential.