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TD SYNNEX announced on October 7 that it had agreed to buy specialty technology distributor BlueStar, expanding its reach in automation, RFID and point-of-sale equipment. The announcement disclosed no purchase price. Regulatory approvals and other…
Pfizer gained a new U.S. approval for Tukysa on October 7, opening an earlier maintenance-treatment setting for the breast-cancer medicine. The FDA decision covers tucatinib with trastuzumab and pertuzumab for adults with unresectable locally advanced…
Elon Musk narrowed TSMC’s proposed role in Terafab on Wednesday, saying his companies intend to build and run the chip factory themselves, while TSMC might sublease part of it. His October 7 statement changes the…
AMD stock is back in the market’s spotlight as investors weigh a fresh earnings date against an AI trade that has already pushed the company above a $1 trillion valuation. AMD said on Oct. 6…
Constellation Energy stock closed 12.25% higher at $300.40 on Tuesday, October 6, after Google agreed to anchor a major expansion of the nuclear operator’s output. The shares gained $32.78 from the previous close of $267.62…
CIEN stock surged 11.39% to $434.06 by 2:40 p.m. EDT on Tuesday, October 6, according to TECHi’s dated Ciena quote. The regular-session move lifted the shares $44.37 from the prior close of about $389.69, with…
Astera Labs shares surged Tuesday even though the company had not posted a new press release or SEC filing to explain the move. ALAB traded at $386.70 at 12:57 p.m. ET on October 6, up…
Cerebras shares closed Monday, October 5, at $181.55, up 9.08% from Friday’s $166.43 close, according to TECHi’s Yahoo-sourced CBRS quote. The 4 p.m. Eastern observation is a regular-session close; Yahoo labels the feed delayed without…
AppLovin shares rebounded on Monday, October 5, after a nine-session losing streak. TECHi’s Yahoo-sourced quote showed a $281.97 regular-session close at 4:00 p.m. ET, up 5.13% from Friday’s $268.22 close. The provider labels its feed…
C.H. Robinson agreed on October 4 to acquire RXO, and the companies announced the deal on October 5. The number drawing attention is $30.25 per RXO share. For most holders, however, that is a reference…
Schneider Electric’s proposed purchase gives PTC shareholders a cash price. For Schneider shareholders, the harder question is how much new industrial-software business the combination can win. Schneider Electric agreed on Monday, October 5, to buy…
Market coverage is for information and education only. Prices and estimates may be delayed, incomplete or revised. This is not personalized investment advice. Article Brief What matters for TSMC stock now 3 Points18s Read 01Fresh…
Micron’s October rally has already lost most of its first-session gain. MU fell 2.05% on October 2 to $1,074.89, leaving its two-session advance at about 0.92%. The forecast for the rest of the month turns…
Tesla and Rivian released stronger vehicle delivery figures on Friday, October 2, but their stocks moved in opposite directions. For investors comparing Tesla vs Rivian after Q3 2026 deliveries, the useful question is how much…
Amazon’s October stock forecast hinges on a calendar mismatch. The company is about to hold Prime Big Deal Days, but those orders belong to the fourth quarter. Its next quarterly report will cover a third…
Meta’s October stock debate now has two separate ledgers. On July 29, the company guided third-quarter revenue to $61 billion–$64 billion and 2026 capital expenditure, including finance-lease principal, to $130 billion–$145 billion. On August 26,…
Applied Materials has given investors another reason to believe advanced packaging will matter to its next growth cycle. It has not given them a new order. That distinction is the center of the October forecast…
After PJM’s September 30 update, Constellation and Vistra already have the kind of bilateral power contracts that the PJM grid operator wants more of. That matters more than their exposure to a proposed backstop auction….
Illustration: A premium smartphone against Shanghai’s skyline. Original AI-assisted artwork by TECHi; this is not an Apple product photograph. Apple has received the sort of China headline investors have been waiting for: the iPhone 18…
Tesla’s October stock setup is unusually easy to misread. Its own September 29 analyst-consensus sheet points to fewer third-quarter vehicle deliveries than both the June quarter and the year-earlier quarter, while energy-storage deployments are expected…
Strategy Inc., still widely searched as MicroStrategy, offers a tempting shortcut for investors who want more exposure to Bitcoin. October will test whether that shortcut adds value for the common shareholder. Counting the coins alone…
Palantir enters October with an awkward arithmetic problem. Its business is growing at a remarkable pace, but its share price has outrun even the upgrades to this year’s earnings estimate. The next month is therefore…
Nvidia has permission to buy another $150 billion of its shares. Micron has a more immediate appointment: a fiscal fourth-quarter earnings call on September 30. For an investor choosing between the two AI infrastructure stocks…
A semiconductor wafer and processor illustrate Nvidia’s expanded share repurchase authorization. TECHi illustration. Nvidia’s new $150 billion buyback authorization sounds enormous because it is. But against a company valued at about $5.52 trillion, the additional…
Bitcoin is holding near $84,000, but the more revealing number is $85,582. That is the weighted average price Strategy and Strive paid for 2,772 bitcoin in purchases disclosed on September 28. At a CoinGecko price…
Nvidia and Tesla spent Monday trading like two different answers to the same question: how much should investors pay for artificial intelligence today? Nvidia shares were up 2.25% at $230.13 at 1:27 p.m. EDT, while…
Cerebras has already passed its first public-market test. CBRS priced at $185, survived a volatile debut, and closed September 25 at $206.63. The next test is less glamorous than a new AI model but just…
Akamai’s $11.6 billion Anthropic contract looked like a clean AI-cloud victory when the news crossed. The shareholder math is less tidy. Akamai expects to spend about $5.5 billion to build the capacity, and Anthropic received…
Nvidia and Palantir are both sold as ways to own the artificial-intelligence buildout, but investors are buying very different machines. Nvidia sells the computing platform that makes modern AI possible. Palantir sells software that helps…
Microsoft has rebuilt Copilot around three jobs: answering, building and continuing work without a person watching every step. The product announcement matters, but the commercial change matters more. Home, Code and Autopilot put chat, Office…
