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News Articles

Our news articles report on events in the market and the economy, among them Federal Reserve rate decisions, index changes, IPOs and new economic data such as producer prices or the yearly Social Security raise.

Supermicro Q1 Fiscal 2027 Preliminary Revenue: How Far Above Its Own Forecast

Supermicro estimates Q1 fiscal 2027 sales of $18.5 billion to $19.5 billion, about $4 billion above the middle of its own forecast. How that compares.

SpaceX Q3 2026 Results: Where Its Money Comes From and What It Spends on AI

SpaceX’s AI business brought in $7.6 billion in Q3 2026, more than Starlink’s $5.2 billion. Here is the split by business and what AI costs to build.

Netflix Q3 2026 Earnings: Revenue in Line With Its Own Forecast, Profit Ahead of It

Netflix Q3 2026: revenue $12.87 billion against its own $12.86 billion forecast, a 34.6% operating margin, and about $2.7 billion of ads expected in 2026.

Salesforce Agrees to Buy Braze for $47.50 a Share: What Braze Holders Get and When

Salesforce will pay $47.50 a share in cash for Braze, 58% above its last close. What holders get, the vote and approvals that come first, and the dates.

Only 1 in 22 Families in Their 50s Hits the 6x Retirement Rule

The Fed's newest Survey of Consumer Finances shows how much families save for retirement by age. We counted how many reach the 1x to 10x rule of thumb.

What Is the Russell 2000? How Companies Get In and Out

The Russell 2000 ranks US companies 1,001 to 3,000 by market value. It now gets rebuilt twice a year, next on December 11, 2026. Here is how companies get in.

How Much CoreWeave and Nebius Owe, and When It Comes Due

CoreWeave owed $35.6 billion at June 30, 2026, with $10.6 billion due by the end of 2027. How Nebius, IREN, Oracle and SpaceX borrowed, from their filings.

PPI Jumped 1.3%, and Only Half of It Was Energy

US producer prices rose 1.3% in September 2026. By our calculation energy was about half of it, and prices outside energy still rose 0.7%.

Rocket Lab Pushes Neutron to 2027, Three Years Behind Plan

Rocket Lab now expects Neutron to fly in 2027, three years after its first target. Each earlier dated window was replaced before it closed.

Social Security Raise for 2027 Is 3.6% as Inflation Climbs

Social Security benefits rise 3.6% in 2027, about $75 a month for the average retiree, after September prices rose 3.7% over the year.

The AI Story Has Flipped From Boom to Bubble 26 Times

AI boom and bubble headlines flipped 26 times in our record, while seven AI giants’ combined operating profit beat the prior year every quarter since mid-2023.

HBO Max and CNN Have a New Owner With $82 Billion in Debt

Skydance, the merged Paramount and Warner Bros. Discovery, starts with $82.5 billion of pro forma debt. What its filing says changes for viewers.

IonQ DARPA Stage C: $300M Is the Program’s Published Cap

IonQ’s DARPA Stage C deal is worth up to $300M, the Stage C maximum in DARPA’s program plan. The first committed amount is undisclosed; Diraq’s was $51M.

Fed Minutes: Another Hike Likely, November CPI Too Late

Fed minutes released October 7 say most officials see another hike as likely appropriate by year end. Both remaining 2026 decisions come before November CPI.

Nasdaq Hits a Record as Small Caps Fall Further Behind

The Nasdaq hit a record on Oct. 5, 2026, yet 54% of Nasdaq stocks are at least 20% below summer highs and small-cap short interest is the highest in our data.

Fed Hikes to 3.75%-4.00%, Signals One More Hike in 2026

The Fed raised rates 25 bps to 3.75%-4.00% on September 16, 2026 by a 12-0 vote, its first hike since 2023, and its new projections point to one more this year.

Trump Accounts Explained: The $1,000 Seed, Limits, and Taxes

A plain-English guide to Trump Accounts: the $1,000 federal seed, the $5,000 annual limit, the required U.S. index-fund investment, and IRA-style tax rules.

Lime IPO: LIME Stock Terms, Valuation, Uber's Stake, and the S-1 Risks (June 2026)

Lime (Neutron Holdings) launched its IPO roadshow on June 22, 2026, aiming to list on Nasdaq under ticker LIME at $24-$26 per share, pricing the week of June 29. The terms and likely raise, the revenue/net-loss/adjusted-EBITDA picture, the debt and going-concern disclosure, and Uber's stake.

China Adds MP Materials and USA Rare Earth to Its Export Control List (June 2026)

China’s Commerce Ministry added 10 US entities, including rare-earth firms MP Materials (MP) and USA Rare Earth (USAR), to its export control list on June 22, 2026. Here is what the listing restricts, who was named, and the exposure across defense, EV, and semiconductor supply chains.

Nasdaq-100 Rebalance Adds CoreWeave and AI Names; S&P 500 Adds Marvell (June 22, 2026)

The Nasdaq-100 added CoreWeave, Astera Labs, Nebius, Rocket Lab and Teradyne and dropped five names before the June 22, 2026 open, its first rebalance under a new methodology, while the S&P 500 added Marvell and Flex the same day.

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