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 Fed rate hike on Wednesday was not the surprise; the 2027 line of the dot plot was. The Federal Open Market Committee lifted the target range by 25 basis points to 3.75–4.00% in a 12–0 vote, and 16 of the 18 officials who submitted projections now see at least one more increase before the
Will the Fed raise interest rates again? Most coverage of Wednesday’s hike treats the answer as a single year-end probability, and that framing hides the part that matters to anyone running rate risk. There are only two decisions left in 2026, on 28 October and 9 December, and each one lands a day before an
The popular reading of this Adobe stock price prediction problem is that growth is breaking. It is not: revenue rose 13% to a record $6.76 billion in the quarter to 28 August. The real damage sits in one guidance line. In December Adobe targeted 10.2% ending-ARR growth for fiscal 2026 while excluding Semrush; in June
S&P Dow Jones Indices said on 4 September that Nike will be removed from the S&P 100 as part of its quarterly rebalance. The index provider gave the timing as “effective prior to the open of trading on Monday, September 21, 2026.” Funds that replicate the S&P 100 will therefore need to sell Nike by the
Nvidia does not run a sprawling venture book of public stocks. Its entire disclosed US equity portfolio is eight names, and a single one of them, Intel, accounts for 47.3% of it. The number circulating since August, that the portfolio leapt from $18.37bn to $63.44bn in three months, is accurate but almost universally misread as
Tesla did not get paid for launching a robotaxi. Uber got charged for it. The consensus reading of 3 September is that the Cybercab going into commercial service in Austin repriced both stocks in opposite directions, and for one session it did. Then check the closes. Tesla finished 15 September at $356.58, forty-three cents below
SpaceX vs Honeywell Aerospace looks like the easiest pairing in space stocks: the rocket company for growth, the avionics maker for safety. The filings say the risk sits somewhere else. Honeywell Aerospace (HONA) has already been marked down 25.5% since its first regular-way session on 29 June and trades at about 15 times this year’s
Micron vs Nvidia is usually framed as a supplier riding its biggest customer’s coattails, with the memory maker as the cheaper, cruder way to own the GPU boom. The latest filings reverse that picture. In its May quarter Micron (MU) booked an 84.6% gross margin, above Nvidia’s (NVDA) 75.0% in the quarter to July, and
Tesla has confirmed a Roadster unveiling for October 1, 2026. It has not confirmed that the production car will fly. The distinction matters for investors deciding whether the event can support a company valued at more than 300 times trailing earnings. September 15, 2026 Tesla has placed an October 1 date on its official Roadster