A delivery beat does not mean Tesla’s auto business re-accelerated. On Friday, October 2, 2026, Tesla reported third-quarter deliveries of 486,532 vehicles. That was 24,558 units, about 5.3 percent, above a company-compiled consensus of 461,974 from 24 analysts. It was also 2.1 percent below the 497,099 vehicles delivered in the third quarter of 2025, still
An orbital data center is not online. On October 1, 2026, a prototype satellite for Google’s Project Suncatcher reached orbit on a SpaceX rideshare and checked in. It is a radiation-and-heat test with a handful of chips and a power budget measured in kilowatts, not a facility Alphabet can book against this quarter’s capital spending.
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
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
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
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
Updated 1 October 2026, 13:20 UTC Micron Technology (MU): $1,065.11 at the close on Wednesday 30 September (Stock Analysis), before the fiscal fourth-quarter results came out. Pre-market quotes on Thursday ranged from roughly flat to about 1% lower; Stock Analysis showed $1,052.72, down 1.16%, at 9:07am ET. Verdict: Micron beat on revenue and earnings and
Updated 1 October 2026, 13:25 UTC Alphabet Class A (GOOGL): $344.08 at the close on Wednesday 30 September, and $350.14 (+1.76%) in pre-market trading at 9:06am ET on Thursday 1 October. Class C (GOOG) closed at $340.74 and was quoted at $347.39 (+1.95%) pre-market (Stock Analysis). Verdict: Gemini 4 Argon answers the question that has
An Amazon price prediction that treats Anthropic’s IPO paperwork as a larger version of June’s markup is reading the wrong line. Reuters reported on 29 September that the lab’s confidential prospectus commits Anthropic to spend $110 billion with Amazon between May 2026 and April 2036, “regardless of usage,” inside a $518 billion plan with six
The quantum computing price prediction that treats these four stocks as one instrument does not survive the tape: from the 31 December 2025 close to the 29 September 2026 close, IonQ fell 2.1% and D-Wave Quantum fell 37.2%, a 35-point gap, and from 28 August IonQ rose 12.0% while D-Wave fell 3.3%. The single-name notes