Lumentum stock, Coherent, Ciena, and Corning are all being bought as AI optics, and that label is too coarse for the order that just showed up. On Oct. 1, 2026, a Deutsche Bank recap singled out Lumentum’s advanced 200G lasers as sold out, at roughly double the prior generation’s average selling price. That is a
Nvidia rental prices are rising even for last-generation H100s. Nebius has posted an October 1, 2026 on-demand card that lifts selected Nvidia GPU-hour rates by 16.9% to 21.0%. CoreWeave said on September 17 that it is still signing compute at higher prices, including short contracts at about $40 million per megawatt of annualized revenue. A
Oracle stock is being asked to absorb two facts that do not answer the same question. The Financial Times reported on October 1, 2026, that Tencent has taken a five-year lease worth about $7 billion for access to roughly 100,000 advanced AI chips in Oracle data centers in Southeast Asia. Separately, director Stephen H. Rusckowski
onsemi (Nasdaq: ON) and Synaptics (Nasdaq: SYNA) rewrote their merger on October 1, 2026. The buyer will pay $123 a share in cash, an aggregate the companies put at about $5.7 billion, instead of the 1.350 onsemi shares it agreed on June 25 to exchange for each Synaptics share. June’s contract was an all-stock deal
Micron stock was not celebrating on Friday morning. Nasdaq showed a premarket last sale of $1,107.30 at 5:36 a.m. Eastern on 2 October 2026, up $9.91, or 0.90%, from Thursday’s close. That print is above $1,100. It is not a 4% premarket jump, and it is not a new closing high. The fiscal fourth-quarter numbers,
Traditional financial strategies have long relied on prices, filings, market data, and customer records. As more financial activity moves onto blockchains, another source of information is becoming useful. On-chain analytics can show how assets move between wallets, where funds are concentrated, and how participants interact with blockchain networks. This data can add context that may not
Intel closed at $120.23 on September 30, up $4.30, or 3.71%, and at 9:05 a.m. ET on October 1 it was at $118.71 in the premarket, down 1.26%, on Nasdaq. Between those two prints, TIME published the transcript of a September 28 White House interview in which President Donald Trump called Intel “the hottest stock
Broadcom has agreed to lend Anthropic up to $42 billion so the lab can lease tensor-processing-unit capacity, a commitment sitting in Anthropic’s IPO filing and reported by Reuters on October 1, 2026. The $42 billion is a loan ceiling, not a purchase order. The notes can convert into Anthropic shares, and Anthropic told the filing
ASTS stock price prediction, set against the last Nasdaq regular-session close, is a $96 bull case and a $44 bear case. AST SpaceMobile finished September 30, 2026 at $58.86. The session ranged from $58.74 to $62.98, against a prior close of $59.40. The bull case is 63.1% above that print. The bear case is 25.2%
LQDA stock price prediction starts from the last regular-session print. Liquidia closed at $30.26 on Wednesday, September 30, 2026, down $40.43, or 57.19 percent, from $70.69, on Nasdaq’s historical tape. The U.S. cash session on Thursday, October 1, had not opened, so this article uses that September 30 close. The bull case is $130, the