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Oracle Expects Half of Its $664B RPO as Revenue Within 36…

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. The company's own quarterly filings show the opposite. In the 10-Q

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SpaceX Nasdaq-100 Weight 2.82%: Index Bid vs 3.1bn Unlock…

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 that this should have lifted the price. It did not: SpaceX

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Micron Earnings Date Sept 30: The Extra Week in the $50bn…

Micron Earnings Date Sept 30: The Extra Week in the $50bn…

The Micron earnings date is Wednesday, September 30, 2026, and the popular read of it is wrong: the $50 billion revenue guide is not the aggressive target it looks like. Micron's fiscal fourth quarter runs

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SanDisk (SNDK) Stock Price Prediction: $2,520 Bull, $1,240…

SanDisk (SNDK) Stock Price Prediction: $2,520 Bull, $1,240…

A SanDisk (SNDK) stock price prediction that opens with "the shares are up nineteen-fold, so they must be expensive" has already mispriced the question. At Friday's close of $1,791.82 the stock changed hands at roughly

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IonQ Stock Price Prediction: $75 Bull vs $22 Bear Case

IonQ Stock Price Prediction: $75 Bull vs $22 Bear Case

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

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Adobe Stock Price Prediction: $340 Bull Case vs $185 Bear…

Adobe Stock Price Prediction: $340 Bull Case vs $185 Bear…

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

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Vistra Stock vs Micron: VST Needs 39x EBITDA for a 484% Run

Vistra Stock vs Micron: VST Needs 39x EBITDA for a 484% Run

Micron did not re-rate. That single correction dismantles most of the case being made for Vistra right now, because the Vistra pitch borrows Micron's chart while ignoring what actually produced it. A year ago Micron

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SpaceX vs Honeywell Aerospace: HONA +19% vs SPCX +11% Upside

SpaceX vs Honeywell Aerospace: HONA +19% vs SPCX +11% Upside

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

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Brent Crude Oil Price Near $107 as Oman Postpones Iran…

Brent Crude Oil Price Near $107 as Oman Postpones Iran…

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

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Filecoin Slumps: Bearish Reversal Targets Support at 0.666…

Filecoin Slumps: Bearish Reversal Targets Support at 0.666…

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