The common read on Oracle debt is that the $18 billion of Project Jupiter loans quoted at 89 to 91 cents on the dollar is a new crack in the AI build-out. Oracle’s own quarterly filing says otherwise: the company’s $125.0 billion of senior notes and other long-term borrowings carried an estimated fair value of
Updated 21 September 2026. SanDisk (SNDK): $1,791.82 at Friday’s close, up 10.99% on the day and about 18% across a three-day run from $1,519.97 on 16 September. After-hours: $1,798.00. Today SanDisk becomes an S&P 100 company, joining alongside Dell Technologies, Palo Alto Networks and Arista Networks. Verdict: the index move is already in the price
Tesla Cybercab coverage since 3 September has been filed under headline risk, and that is the wrong drawer. When the National Highway Traffic Safety Administration opened Audit Query AQ26002 on the same day Tesla began charging fares in Austin, the agency was not asking whether a robotaxi had crashed. It was asking how a two-seat
The Google ad tech remedy that landed on 2 September 2026 was read almost everywhere as a win for Alphabet, and on the surface it is: Judge Leonie M. Brinkema of the Eastern District of Virginia refused every structural remedy the Justice Department asked for, including a forced sale of the AdX exchange. The number
Intel Foundry told the industry on 8 September that it has now pushed more than one million wafers through High Numerical Aperture EUV lithography, with volume production running on select layers of the Core Ultra Series 3 processors code-named Panther Lake, according to a joint statement with ASML. The consensus reading is that the government-backed
The Nvidia Hugging Face acquisition is real, signed on 2 September 2026, and the filing that proves it says far less than the coverage implied. Nvidia disclosed the deal on 3 September in a Form 8-K filed under Item 8.01, Other Events, not under Item 1.01, Entry into a Material Definitive Agreement. No merger agreement
A SanDisk (SNDK) stock price prediction that opens with “the shares are up nineteen-fold, so they must be expensive” has already mispriced the question. At Friday’s close of $1,791.82 the stock changed hands at roughly ten times the annualised earnings SanDisk itself guided to for the September quarter. Boom multiples do not look like that.
Any honest Broadcom (AVGO) stock price prediction has to start by killing the laziest explanation on the tape: that AVGO is down because the AI trade is cooling. It is not. On 2 September 2026 Broadcom reported fiscal Q3 AI semiconductor revenue of $16.7 billion, up 221% year over year, and guided Q4 AI revenue
Read the headline and IonQ looks like a company in crisis: a net loss of $1.87 billion in a single quarter on revenue of $80.1 million. That reading is wrong, and the reason it is wrong is the most important thing to understand about this stock. Of that loss, $1,649.1 million was a non-cash mark
The story everyone told about Rigetti this month was “$100 million from Washington.” Read the filing and it is a different deal. On 8 September 2026 Rigetti issued the US Department of Commerce 7,739,938 shares at an implied $12.92 each — the full $100 million of equity, on day one. What Commerce handed over on