Turmoil hits AI buildout as neoclouds face pressure, credit risks mount and Solidigm pulls IPO
Stock slumps, pulled IPOs and rising spreads on credit default swaps this week sets stage for hyperscaler earnings.
Stock market news — Saturday, 24 October 2026
40 headlines. Of the 38 with a specific market target, 14 were positive, 11 negative and 13 neutral — overall mood neutral. Most mentioned: SPY, TSLA, SPCX.
Mood Index50Neutral · about the index
Sentiment
14 positive13 neutral11 negative
Top stories
Tesla (TSLA) Starts Semi Volume Output With $2.8 Billion AI Component Bet
Tesla (NasdaqGS:TSLA) has begun volume production of its Semi electric truck, moving beyond pilot runs into commercial scale output. Tesla and Nvidia announced a joint US$2.8b investment in Samsung Electro-Mechanics to expand AI chip…
Stocktwits Zero To Sixty: Tesla And SpaceX Form Merger Committees As Profits Drop, While Rivian Buys AI Startup And GM, Ford Advance EV Plans
Tesla and SpaceX formed special committees to explore a merger as the EV maker reported flat revenue and a sharp profit drop this week, while Rivian acquired a simulation AI startup and GM unveiled its next-gen EV platform.
Memory Stocks Are Plummetting. Jensen Huang Says the Bears Have It Wrong.
Has the AI boom already peaked?
Stocks Undercut by Oil Prices and Continued AI Anxiety
The S&P 500 Index ($SPX ) (SPY ) fell by -0.52% on Friday, the Dow Jones Industrial Average ($DOWI ) (DIA ) fell by -1.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) was unchanged. December E-mini S&P futures (ESZ26 ) fell -0.48%, while…
What Could Berkshire Hathaway (BRK.B) Gain From An Early AI Funding Round?
Berkshire Hathaway (NYSE:BRK.B) is reportedly in talks to join an early equity funding round for Meta's AI projects. The potential deal would provide external capital for Meta's artificial intelligence build out instead of relying…
Tesla wants to sell a car with no steering wheel this year
Cybercab could reach buyers while regulators are still asking questions.
How AI Power Board Launches At Navitas Semiconductor (NVTS) Has Changed Its Investment Story
Navitas Semiconductor recently announced an ultra high voltage 2,300 V SiC power module family and a 24 kW, 800 V to 12 V DC-DC power delivery board for AI data centers, grid infrastructure and high power energy systems. The pairing of…
All headlines
How AI Power Board Launches At Navitas Semiconductor (NVTS) Has Changed Its Investment Story
Navitas Semiconductor recently announced an ultra high voltage 2,300 V SiC power module family and a 24 kW, 800 V to 12 V DC-DC power delivery board for AI data centers, grid infrastructure and high power energy systems. The pairing of…
Memory Stocks Are Plummetting. Jensen Huang Says the Bears Have It Wrong.
Has the AI boom already peaked?
Lasertec Corporation - Depositary Receipt Price Target Increased by 30.38% to $67.84
The average one-year price target for Lasertec Corporation - Depositary Receipt (OTCPK:LSRCY) (DB:6K8A) has been revised to $67.84 / share. This is an increase of 30.38% from the prior estimate of $52.03 dated June 8, 2026. These…
Stocks making big moves this week: Braze, Amkor, Oceaneering, Arhaus, and Silgan Holdings
Check out the companies making headlines this week:
Federal Home Loan Mortgage Corporation - Preferred Stock Price Target Decreased by 12.27% to $35.43
The average one-year price target for Federal Home Loan Mortgage Corporation - Preferred Stock (OTCPK:FMCCM) has been revised to $35.43 / share. This is a decrease of 12.27% from the prior estimate of $40.39 dated February 3, 2026.…
Coffee Prices Fall Despite Decline in ICE Coffee Inventories to 5-week Low
December arabica coffee (KCZ26 ) closed down -5.00 (-1.60%) on Friday, and November ICE robusta coffee (RMX26 ) closed down -60 (-1.82%). Arabica coffee prices fell on Friday due to (1) some long liquidation pressure after the rally…
Realbotix Consensus Price Target Cut by 20.53% to $0.42
The average one-year price target for Realbotix (OTCPK:XBOTF) (DB:76M0) has been revised to $0.42 / share. This is a decrease of 20.53% from the prior estimate of $0.53 dated January 13, 2026. These figures represent aggregate analyst…
Goldman Sachs Group, Inc. - Preferred Security Price Target Increased by 24.90% to $23.27
The average one-year price target for Goldman Sachs Group, Inc. - Preferred Security (NYSE:GS.PRC) has been revised to $23.27 / share, an increase of 24.90% from the prior estimate of $18.63 dated June 8, 2026. These figures represent…
Wheat Bulls Fail to Find Footing on Friday
The wheat complex faded lower into the weekend across most contracts. Chicago SRW contracts were mostly fractionally to 2 ¾ cents lower. December was up a tick, but still fell 35 ½ cents this week. KC HRW futures posted losses of 1 ¼ to…
SpaceX Q3 Sales Rose 161% in Q3. Here's What Starlink, Starship, and AI Results Reveal About the Stock.
SpaceX delivered a stronger quarter than I expected. But its accelerating AI spending leaves shareholders with a very expensive question.
RenaissanceRe Holdings - Preferred Stock Price Target Decreased by 22.21% to $18.18
The average one-year price target for RenaissanceRe Holdings - Preferred Stock (NYSE:RNR.PRF) has been revised to $18.18 / share. This is a decrease of 22.21% from the prior estimate of $23.37 dated June 8, 2026. These figures represent…
Stocks Undercut by Oil Prices and Continued AI Anxiety
The S&P 500 Index ($SPX ) (SPY ) fell by -0.52% on Friday, the Dow Jones Industrial Average ($DOWI ) (DIA ) fell by -1.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) was unchanged. December E-mini S&P futures (ESZ26 ) fell -0.48%, while…
TDK Corporation - Depositary Receipt Price Target Increased by 54.38% to $27.56
The average one-year price target for TDK Corporation - Depositary Receipt (OTCPK:TTDKY) (DB:TDKA) has been revised to $27.56 / share. This is an increase of 54.38% from the prior estimate of $17.85 dated June 8, 2026. These figures…
Horizon Technology Finance Corporation - Corporate Bond Price Target Increased by 14.54% to $32.02
The average one-year price target for Horizon Technology Finance Corporation - Corporate Bond (NYSE:HTFC) has been revised to $32.02 / share. This is an increase of 14.54% from the prior estimate of $27.96 dated October 1, 2026. Please…
SMC Corporation - Depositary Receipt Price Target Increased by 20.51% to $28.57
The average one-year price target for SMC Corporation - Depositary Receipt (OTCPK:SMCAY) (DB:QMC0) has been revised to $28.57 / share. This is an increase of 20.51% from the prior estimate of $23.71 dated June 8, 2026. These figures…
What Could Berkshire Hathaway (BRK.B) Gain From An Early AI Funding Round?
Berkshire Hathaway (NYSE:BRK.B) is reportedly in talks to join an early equity funding round for Meta's AI projects. The potential deal would provide external capital for Meta's artificial intelligence build out instead of relying…
Tesla (TSLA) Starts Semi Volume Output With $2.8 Billion AI Component Bet
Tesla (NasdaqGS:TSLA) has begun volume production of its Semi electric truck, moving beyond pilot runs into commercial scale output. Tesla and Nvidia announced a joint US$2.8b investment in Samsung Electro-Mechanics to expand AI chip…
Invesco Mortgage Capital Inc. - Preferred Stock Price Target Increased by 36.16% to $36.23
The average one-year price target for Invesco Mortgage Capital Inc. - Preferred Stock (NYSE:IVR.PRC) has been revised to $36.23 / share. This is an increase of 36.16% from the prior estimate of $26.61 dated June 8, 2026. These figures…
Corn Falls Lower into the Weekend, as NASS Issues Correction to September Report
Corn futures failed to see buying into the weekend, with contracts down 1 ¼ to 4 ½ cents on Friday. December was down another 18 ¼ cents on the week. The CmdtyView national average Cash Corn price was down 4 ½ cents at $4.17 ¼. USDA…
Dollar Sees Support as T-note Yields Rise
The dollar index (DXY00 ) rose by +0.20% on Friday, supported by the +4 bp rise in the 10-year T-note yield. The dollar also found support from Friday’s stronger-than-expected US manufacturing PMI and consumer sentiment reports. The…
Sugar Prices See Support from Lower Brazil Sugar Production
March NY world sugar #11 (SBH27 ) closed up +0.11 (+0.55%) on Friday, and December London ICE white sugar #5 (SWZ26 ) closed up +0.90 (+0.17%). Sugar prices saw some support Friday after Unica reported that Brazil Center-South sugar…
Turmoil hits AI buildout as neoclouds face pressure, credit risks mount and Solidigm pulls IPO
Stock slumps, pulled IPOs and rising spreads on credit default swaps this week sets stage for hyperscaler earnings.
JetBlue creditors working with restructuring adviser PJT Partners, WSJ reports
Democrat on US FCC urges broadcast industry to be more aggressive confronting the agency
Jim Cramer's 5% to 8% rule puts Nvidia stock in focus
The arithmetic works. The uncertainty is bigger.
Elon Musk Says Tesla Cars' Value Lies in FSD Service: 'People Are Buying FSD With a Car Attached, Not the Other Way Around'
Tesla Inc. CEO Elon Musk backed the Full Self-Driving (FSD) technology, saying that prospective customers were paying for autonomous driving technology instead of individual models. Elon Musk Says People Buying ‘FSD With Car Attached’…
Western Digital Stock Has Fallen 53% Since June. I'd Consider a Small Position After Its Latest Report.
The hard drive maker's growth keeps speeding up. Has the stock's slide gone too far?
Mercari And 2 Other High Growth Insider Stocks
AI discovered critical security flaws in PHP this October, and the global scramble to patch them showed how quickly fast growing businesses can be tested. When software risks surface overnight, investors often look for companies that…
The Bet Alphabet Holders Made
If Alphabet sat on your watchlist instead of in your portfolio, the past year may feel like a missed shot. For Alphabet shareholders, the return over the past year was 23.5%, including dividends. That outcome did not arrive in a vacuum.…
How much Apple stock does former CEO Tim Cook actually own?
Tim Cook took over as CEO after founder Steve Jobs’ death in 2011 but stepped down 15 years later. Here’s how many Apple shares the ex-CEO owns.
Tesla wants to sell a car with no steering wheel this year
Cybercab could reach buyers while regulators are still asking questions.
Stocktwits Zero To Sixty: Tesla And SpaceX Form Merger Committees As Profits Drop, While Rivian Buys AI Startup And GM, Ford Advance EV Plans
Tesla and SpaceX formed special committees to explore a merger as the EV maker reported flat revenue and a sharp profit drop this week, while Rivian acquired a simulation AI startup and GM unveiled its next-gen EV platform.
OpenAI resumes frontier AI training after security overhaul, discloses flaw in widely used software
Why AT&T Stock Plunged on Friday
SpaceX could be a bigger threat than investors expected.
3 Reasons we’re fans of SM Energy (SM)
Over the past six months, SM Energy has been a great trade, beating the S&P 500 by 21.9%. Its stock price has climbed to $38.38, representing a healthy 31% increase. This was partly thanks to its solid quarterly results, and the…
Viper Energy (VNOM): 3 reasons we love this stock
Over the past six months, Viper Energy’s shares (currently trading at $45.05) have posted a disappointing 5.7% loss, well below the S&P 500’s 9.1% gain. This may have investors wondering how to approach the situation.
3 Reasons to sell NEOG and 1 stock to buy instead
Neogen’s 25.9% return over the past six months has outpaced the S&P 500 by 16.8%, and its stock price has climbed to $11.78 per share. This was partly thanks to its solid quarterly results, and the run-up might have investors…
Alphabet (GOOGL): Investing Behind AI Demand and TPU Growth
Broyhill Asset Management, a Charlotte-based firm, issued its third-quarter 2026 investor letter. The letter can be downloaded here. The Broyhill Equity Composite decreased by 0.3% in Q3, underperforming the MSCI All Country World…
Strong Azure Growth and Cash Flow Discipline Strengthen Microsoft Corporation (MSFT)
Broyhill Asset Management, a Charlotte-based firm, issued its third-quarter 2026 investor letter. The letter can be downloaded here. The Broyhill Equity Composite decreased by 0.3% in Q3, underperforming the MSCI All Country World…