Oracle Expects Half of Its $664B RPO as Revenue Within 36…
Oracle's $664 billion of remaining performance obligations is usually treated as a far-off promise, a decade of contracts that will take years to matter....
TSMC’s First NT$500bn Month Leaves September a 6%…
The easy reading of TSMC's August sales is that a record month signals a record quarter. That gets the logic backwards. The August figure,...
PENGU Price Surges as Seoul Ecosystem Events and Technical…
The cryptocurrency market experienced significant momentum as digital assets surged following a wave of event-driven catalysts and technical breakouts, with Pudgy Penguins ($PENGU) emerging...
Microsoft Stock at $498: The AI Rally Gap, and What Closes…
Updated 23 September 2026, 14:00 UTC
Microsoft (NASDAQ: MSFT): $498.00, down $3.61 or 0.72% at the 22 September close, after trading as high as $508.50...
Gold Price at $4,301: The October Fed Hike Nobody Was…
Updated 23 September 2026, 14:00 UTC
Gold (XAU/USD): $4,301.79 an ounce, down $62.53 or 1.43% on the day, having slipped below $4,350 during Wednesday's session...
SpaceX Nasdaq-100 Weight 2.82%: Index Bid vs 3.1bn Unlock…
The popular reading of the SpaceX Nasdaq-100 rebalance is that index funds were forced to buy $15.5 billion to $22 billion of stock and...
Vistra’s 207 MW Odessa Deal Comes With a 5% Data…
The easy read of Monday's news is that Vistra landed another data centre customer. It did not, at least not in any way that...
Google AI Slowdown Lawsuit: Alphabet’s New Antitrust…
The easy reading of the Google AI slowdown lawsuit is that it is an Anthropic and OpenAI story, with Google named at the end...
CoreWeave Stock: Redburn’s $54 Sell vs a $97.85…
The common read on Monday's CoreWeave (NASDAQ: CRWV) Sell call is that the credit market has finally turned on the neoclouds, and the equity...
Brent Crude Oil Price Falls Below $100 to $98.55 on Hormuz…
Updated 22 September 2026, 13:00 UTC
Brent crude (November futures): $98.55 a barrel, down about 1.8% from Monday's settlement of $100.34, after touching $97.44 earlier...

















