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
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
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
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
Updated 14 September 2026. Brent crude traded at $106.69 a barrel, up $2.08 or 1.99% on the day, with WTI at $102.00, up 1.95% (Trading Economics, 14 September). Gulf News quoted the November Brent contract at $107.54, up 2.8%, in its 14 September report. Verdict: the one event this week that could have pulled the
The previous week had opened with September’s hike odds still near 45%, after Waller’s dovish message, followed by the 162,000 payrolls print that was strong on jobs but quiet on wages. By Wednesday the “relief narrative”was gone. The United States said it had destroyed five Iranian oil tankers, Iran responded with strikes on shipping near