The easy reading of TSMC’s August sales is that a record month signals a record quarter. That gets the logic backwards. The August figure, filed with the SEC on 10 September, matters less as a headline than as arithmetic: it has already done most of the work for the third quarter, and it tells you
Oracle’s $664 billion of remaining performance obligations is usually treated as a far-off promise, a decade of contracts that will take years to matter. The company’s own quarterly filings show the opposite. In the 10-Q for the quarter to 31 August 2026, Oracle says it expects about 50% of that backlog to become revenue within
The $40 million per megawatt that CoreWeave (NASDAQ: CRWV) disclosed on 17 September is not the new price of AI compute. It is the rate on contracts lasting three to six months, and on management’s own year-end guidance the whole fleet will earn roughly $10 million per active megawatt, about a quarter of the headline.
The one-month extension of Fermi’s TensorWave lease is not a paperwork delay on a done deal. The 222 MW lease at Project Matador has never been effective: it was signed on 9 August subject to conditions, and on 22 September Fermi and TensorWave moved its closing date from 30 September to 31 October because the
Arm Holdings closed at $322.90 on Monday, gaining 17.16% as Meta’s Muse assistant pushed investors back toward the central processors needed to coordinate agentic AI workloads. The move made Arm the Nasdaq-100’s leading gainer and extended a three-session advance from $243.98 on 16 September to 32.35%.The closing price matters because an intraday reading near $312
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