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Nebius Raised Inference Prices 18.3%, Not Cut Them

Nebius Raised Inference Prices 18.3%, Not Cut Them

Everyone knows the cost of intelligence falls every quarter. It is the single most repeated claim in AI infrastructure, and from 1 October it will be wrong at Nebius. The AI cloud company is lifting

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Google’s Project Suncatcher Puts 4 TPUs in Orbit on…

Google’s Project Suncatcher Puts 4 TPUs in Orbit on…

Project Suncatcher is not a space story. On 1 October, Google will fly a refrigerator-sized prototype carrying four Trillium TPUs on SpaceX's Transporter-18 rideshare from Vandenberg Space Force Base, and almost every write-up will file

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Nvidia, AMD and Intel stocks plunge before open: are 5% yields breaking the AI trade?

Nvidia, AMD and Intel stocks plunge before open: are 5% yields breaking the AI trade?

Nvidia, AMD and Intel stocks fell before Thursday's opening bell as a renewed Treasury selloff confronted Wall Street’s artificial-intelligence trade with a valuation test across the wider technology sector.Intel dropped about 3.4% in pre-market trading,

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SpaceX stock falls as 328 million shares unlock: is more selling coming?

SpaceX stock falls as 328 million shares unlock: is more selling coming?

SpaceX stock (NASDAQ: SPCX) slipped in pre-market trading on Thursday as another block of restricted stock became eligible for sale, extending a supply overhang that has followed the company since its June market debut.The stock

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Brent Crude at $103.67 and the $74 Million Bet That Kharg…

Brent Crude at $103.67 and the $74 Million Bet That Kharg…

Updated 24 September 2026. Brent crude trades at $103.67 a barrel, up 0.57 percent on the day and 18.79 percent over the past month, according to TradingEconomics market data on 24 September. WTI is at

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What Meta Actually Shipped at Connect: $1,299 VR Glasses, a…

What Meta Actually Shipped at Connect: $1,299 VR Glasses, a…

Updated 24 September 2026. Meta Platforms closed Wednesday 23 September at $744.10, up 1.02 percent, for a $1.90 trillion market capitalisation and a trailing P/E of 28.04 (stockanalysis.com, 4:00pm EDT close). The Connect keynote ran

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Why are Micron and SanDisk stocks down today after Tuesday’s sharp gains?

Why are Micron and SanDisk stocks down today after Tuesday’s sharp gains?

Micron Technology (NASDAQ: MU) and SanDisk (NASDAQ: SNDK) shares slipped in pre-market trading on Wednesday, giving back part of Tuesday’s gains as investors reassessed how much optimism is already embedded in memory stocks.Micron was down

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Europe stocks rise on cheaper oil: why are investors still buying defence

Europe stocks rise on cheaper oil: why are investors still buying defence

European stocks rose on Wednesday as another decline in oil prices eased inflation concerns, but the session’s strongest sector was an unlikely beneficiary of cheaper energy: aerospace and defence.The STOXX Europe 600 gained about 0.4%

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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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CoreWeave’s $40M Per Megawatt Is Not What the Fleet…

CoreWeave’s $40M Per Megawatt Is Not What the Fleet…

The $40 million per megawatt that CoreWeave (NASDAQ: CRWV) disclosed on 17 September is not the new price of AI compute. It is the rate on contracts lasting three to six months, and on management's