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
SpaceX is not trading like a growth IPO that the market is still discovering; it is trading like a supply schedule. Space Exploration Technologies Corp. (Nasdaq: SPCX) closed Friday 25 September 2026 at $148.68, according to Nasdaq historical data. That is 10.1% above the $135.00 offer price but 7.6% below its $160.95 first-day close on
South Korea’s KOSPI closed at 6,889.74 at 3:30 p.m. local time on Monday, September 28, down 191.18 points or 2.70% from its pre-holiday close of 7,080.92. The first session after the two-day Chuseok closure forced Seoul to absorb a rise in US Treasury yields, oil above $106 and renewed pressure on technology shares at once.The close was
SanDisk is up 1,786% in twelve months and the market has decided its earnings are fake. That is not editorialising — it is what the multiple says. At $1,777.80, against company guidance of $44.00 to $46.00 of non-GAAP earnings per share for the current quarter alone, SanDisk trades at roughly ten times the annualised run-rate
Any Nokia stock prediction that starts from the 2026 rally has the story backwards. Nokia (NYSE: NOK) closed at $10.39 on 25 September 2026, up 122% over twelve months on the NYSE ADR line, and almost every write-up frames that as an AI-RAN re-rating still in progress. The tape says the opposite. The ADR peaked