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
Filecoin cryptocurrency can be expected to fall further to the next support level 0.666 (which has been steadily reversing the price from June). Filecoin reversed from resistance zone Likely to fall to support level 0.666 Filecoin cryptocurrency recently reversed down from the resistance zone lying between the key resistance level 0.835 (which has been reversing
Updated 12 September 2026. Polymarket’s “Fed Decision in September?” book prices a 25 basis point increase at 79.5%, with no change at 20.5% (read directly from Polymarket’s public market data at 08:45 UTC+3 on 12 September; 24-hour volume on the event, $19.6 million). CME’s FedWatch tool, which derives its probability from fed funds futures rather
What Does the Frgmnt Integration Give Institutions? Anchorage Digital has partnered with stablecoin protocol Frgmnt to give institutional clients direct access to fUSD and its yield-bearing sfUSD token through Anchorage’s regulated custody platform. The integration allows clients to hold, mint, redeem, stake and unstake fUSD without establishing a separate custody relationship or moving assets outside
The popular WDC stock prediction this month starts from the wrong premise: that Western Digital “crashed on record earnings” because the AI storage trade is finished. The tape says otherwise. On 6 August, the day after WD beat its own guidance, the stock fell 13.0% to $451.52 while Seagate, which supplies nearline hard drives to