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Market news and published analysis from TrendyVest.
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This issue argues that the market's errors recur as errors of timing, level, or comparison. An inflation report measured against a revised July, a Nasdaq printed two thousand points too high, and a rally still running at five o'clock that had ended by four: these are the kinds of errors that recur here. Ten entries, yesterday's forecast scored a day late, and eight errors named for Thursday.
Read articleSoft Inflation, High Yields- And the Tape Can Splite the Difference
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Fiscal fourth-quarter revenue of $54.2 billion, $4.2 billion over the midpoint the company set in June, and a first-quarter guide of $61.5 billion that is $4 billion above the Street. The number to watch is not either of those. It is the gross margin, which Micron just guided down for the first time this cycle.
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The Korean Financial Daily Knew the Qualcomm 2nm Contract Had Stalled Twelve Sessions Before the Seven Percent Day
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OpenAI Asked for $30 Billion on a Revenue Number Printed About $30 Billion Apart
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The Collateral Was Filed in April. The Insurance Question Reached the Financial Times This Morning
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What They Got Wrong on Monday, September 29th, 2026, and What They Will Get Wrong on a Day of Seven Fed Speakers
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Nvidia Promised $235 Billion It Does Not Yet Have, and the Promise Is a Forecast of Its Customers
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Beyond the Sandbox explores AI containment, human oversight, and a permission architecture designed to keep powerful systems from authorizing their own actions.
Read articleTrump rebuffed Iran's peace framework and put a war premium back into crude; the ten-year pushed to 5.24 percent, its highest since 2007. Stocks fell — but the day's real signature was gold, which collapsed 3.8 percent when it should have rallied.
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Taipei Raised TSMC’s 2nm Number by a Third, and That Is the Version America Printed
Read articleNvidia added $150 billion to its buyback this morning and credited its cash generation. Its own statements show forty cents of cash for every dollar of second-quarter profit, receivables up $22 billion on extended terms, and a $25 billion bond sale in June. The program is affordable only if collection catches up with profit.
Read articleA person in Boston took an injection in one eye and went home with a bottle of an old acne antibiotic. Thirteen hundred dogs are asleep on rugs across America, half of them on a pill and half on nothing, and none of their owners know which.
Read articlePrepared for Nicholas Thomas · Friday, September 25, 2026 · 4:00 p.m. ET
Read articleOracle's Force Majeure Moves the Bill, Not the Schedule Oracle told the county and the market that Project Jupiter is on schedule, and told its landlord in writing that it wants the right not to pay if it is not. Both can be true. Here is what the notice moves, what it does not, and what it did to the stocks.
Read articleAlibaba Published Twenty Gigawatts, and One Quarter of Its Accounts Say What That Costs
Read articleIt is imaging fiber, the kind made for medical endoscopy, carrying hundreds of parallel data channels instead of a picture. Elsewhere, engineers are putting glass under processors and taking it out of the middle of cables.
Read articleAMD finished at a trillion dollars, on two feeds that disagree by seventeen cents. The S&P 500 is sworn in; the Dow and the Nasdaq closed on a single feed each. And one outlet called the session a record while another called it a three-month high, with both feeds' own fields putting a higher level inside the year.
Read articleRecursive self-improvement could reshape AI research, corporate economics, and scientific discovery over the next 18 months. The decisive question is not how much work AI can generate—but how much verified progress it can deliver.
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