Into the open, $AVGO is up around 3%, with a $63B deal announced yesterday to fund Broadcom chips leased to Anthropic.
Bank of America, Citi and Morgan Stanley are arranging the first lien and Blackstone the second, via a new vehicle that buys the hardware.
Broadcom provides residual value support equal to the first lien, with deliveries starting in 2027 and $AVGO adding to a 2.3% gain in the prior session.
Show more
$BE reported Q3 revenue of $1.24B, up 138% YoY, versus the $1.07B expected, with non-GAAP EPS of $0.94 versus $0.67.
At the open, $BE is down around 6.3%, with the raised $4.4B-$4.6B revenue outlook weighed against an unchanged gross margin outlook of about 34%.
→ Revenue: $1.24B vs. $1.07B consensus
→ Non-GAAP EPS: $0.94 vs. $0.67 expected
→ Gross margin: 34.5% vs. 34.3% in Q2
→ 2026 guide: $4.4B-$4.6B in revenue, versus $3.9B-$4.2B prior
$BE also raised its 2026 non-GAAP EPS outlook to $3.10-$3.40 from $2.55-$2.85, and was added to the S&P 500.
Show more
$50,000 funded accounts are now available on Vest Capital.
Choose Instant or Evaluation, with no daily loss limit, on-demand payouts and up to a 95% profit split.
$ASTS is up around 4.6% at the open, rebounding from a decline of around 10% on Friday.
BlueBirds 14, 15 and 16 have reached Cape Canaveral, with satellite builds in Texas underway through BlueBird 50. No launch date has been set.
The FCC also granted the company a 30-day authorization to test its 900-MHz radiolocation capabilities, running through Nov. 8.
Show more
Micron's Taoyuan union in Taiwan has secured a mandate to strike, with $MU up around 2.3% on today's session.
Workers backed the action with 99% of votes cast and are seeking a permanent plan that shares 15% of operating profit. No date has been set.
The union wants a concrete proposal after Micron's board meeting Thursday and Friday. The company makes around 50% to 60% of its chips in Taiwan.
Show more
$ONDS is up around 5% into the open, with a $56 million precision-strike order for European loitering munitions.
Mistral Army task orders now exceed $240 million, and the GATE and Bron acquisitions added ESAD production in Poland.
Trade $ONDS volatility with a Vest Capital funded account and access up to $25k in trading capital.
Show more
$MU reports fiscal Q4 results after today's close, with consensus at $50.78B in revenue and $31.28 adjusted EPS.
→ Revenue: $41.46B in fiscal Q3, against $23.86B in fiscal Q2 and $13.64B in fiscal Q1
→ Guidance: $50.0B ±$1.0B for fiscal Q4, with an 86% gross margin and $31.00 adjusted EPS
The shares enter the print with $MU up around 275% this year and about 12% below its 52-week high, and the quarter runs 14 weeks, per the 10-Q.
Cloud Memory and Core Data Center revenue reached $13.77B and $11.52B in fiscal Q3, with the fiscal 2027 outlook, HBM4 economics, DRAM pricing and record capital spending the watch items.
Show more
NEW:
@VestExchange has introduced Bespoke Funded Accounts. A fully customizable evaluation model built around how you actually trade.
Key features:
> Trade with up to $25,000 in funding
> Profit split of up to 90% in your favor
> Choose between 2-Step, 1-Step, or Instant Funding evaluation paths.
>Set your own profit target, daily loss limit, and drawdown parameters.
Rather than a fixed rule set, traders configure the account structure to match their own strategy and risk tolerance.
Show more
Heading into the close, memory names are extending their advance, with $MU up around 5.4%.
Intel CEO Lip-Bu Tan said this week that memory prices have risen five to seven times, and that the shortage will worsen into 2027.
Memory now accounts for 70% to 80% of the cost of low-end phones and laptops, with HBM supply trailing demand from Samsung, SK Hynix and Micron.
Show more
Equities are rebounding after the Fed's first hike since 2023, with $ES up around 1% and $NQ around 1.6% on the day.
Friday's quarterly expiry covers index futures, index options and single-stock options, with the S&P 500 and Nasdaq-100 rebalances taking effect Monday.
Trade $ES and $NQ volatility with a Vest Capital funded account and access up to $25k in trading capital.
Show more
Chip names are extending their rebound from this week's AI-slowdown selloff, with $AMD up around 7% today.
Data center revenue rose 107% year over year to $6.7 billion in the June quarter, 58% of AMD's $11.5 billion total.
$AMD guided third-quarter revenue to about $13 billion, with the midpoint implying 41% growth year over year.
Show more
At the open, $NBIS is up around 7.5%, with reported 17% to 21% hikes to its on-demand GPU compute prices from October 1.
The H100 rate goes to $4.50 per GPU-hour from $3.85, with the B300 at $9.50 from $7.85, the second increase since May.
Trade $NBIS volatility with a Vest Capital funded account and access up to $25k in trading capital.
Show more
Heading into the close, $CRWV is up around 2%, giving back a session gain of about 5%.
CoreWeave announced the bring-up of multi-rack NVIDIA Vera Rubin NVL72 clusters, putting hundreds of Rubin GPUs into a single cluster for agentic AI workloads.
Trade $CRWV volatility with a Vest Capital funded account and access up to $25k in trading capital.
Show more
FED HIKES RATES TO 3.75%-4.00%
The vote was 12-0, the first increase since July 2023.
Statement language was pared back versus July, with the Middle East and energy references removed from the growth and inflation sentences.
The September dot plot put the 2026 median at 4.1%, versus 3.8% in June, with 18 participants submitting projections.
Warsh's 2:30 PM ET press conference is the next read across rates, equities, and the dollar.
Show more
Starship's 14th flight is targeting September 22, its first orbital attempt, with $SPCX up around 5.9% on the session.
The mission carries 26 Starlink V3 satellites, up from 20 on the last flight, adding about 26 Tbps of capacity, roughly 10x a single Falcon 9 launch of V2 minis.
In July, the booster came down hard in the Gulf while the ship splashed down intact for the first time, with the launch pending regulatory approval.
Show more
$SKHY is in talks with $INTC to make memory chips in the U.S. for the first time, with $INTC up over 5% at the open.
A lease of part of Intel's Ohio site and a joint venture with cloud firms are among the options under review, per Reuters, with $SKHY up around 3.4%.
Trade $INTC and $SKHY volatility with a Vest Capital funded account and access up to $25k in trading capital.
Show more
On the session, $PLTR is up around 1.5%, holding its gain from Monday's rotation into software.
Second-quarter revenue rose 93% to $1.94 billion, with US commercial revenue up 149% and commercial contract value up 153% to $2.13 billion.
Trade $PLTR volatility with a Vest Capital funded account and access up to $25k in trading capital.
Show more
$SPCX is trading about 36% below its June peak, down around 2.7% on the session.
Another 328 million insider shares become eligible to sell on September 24, with a larger 1.3 billion-share tranche released two days after the Q3 report.
Greenlight's David Einhorn called the IPO a marker of a speculative top in his second-quarter letter, questioning the investment-grade rating.
Show more
$ES is down around 0.6% and $NQ around 0.7% on today's session, with Treasury yields back above 5%.
The 10-year yield touched 5% on Monday for the first time since October 2023, with the Fed decision due Wednesday and a quarter-point hike around 90% priced.
Trade $ES and $NQ volatility with a Vest Capital funded account and access up to $25k in trading capital.
Show more
Strategy's $139.3 million preferred-stock buyback is drawing attention today, with $MSTR up around 4.3%.
The company has left its $BTC holdings unchanged, with the repurchase program doubled to $2 billion this month.
Trade $MSTR volatility with a Vest Capital funded account and access up to $25k in trading capital.
Show more