https://flyonwallstreet.com/ Market news, technology and finance from Fly On Wall Street. https://flyonwallstreet.com/2026/10/10/petra-power-aims-fuel-cells-data-centers-defense/https://flyonwallstreet.com/2026/10/10/petra-power-aims-fuel-cells-data-centers-defense/Sat, 10 Oct 2026 17:45:59 GMTPetra Power is pitching efficient fuel cells for data centers and defense vehicles, where fuel savings must be weighed against reliability and system costs.Technology https://flyonwallstreet.com/2026/10/10/california-gig-drivers-organize-cost-work/https://flyonwallstreet.com/2026/10/10/california-gig-drivers-organize-cost-work/Sat, 10 Oct 2026 17:08:07 GMTCalifornia drivers are joining forces as fuel costs sharpen the debate over take-home pay, union bargaining power and the economics of ride-hailing work.News https://flyonwallstreet.com/2026/10/10/ai-revenue-questions-pull-semiconductor-stocks-off-october-highs-302905067/https://flyonwallstreet.com/2026/10/10/ai-revenue-questions-pull-semiconductor-stocks-off-october-highs-302905067/Sat, 10 Oct 2026 16:38:00 GMTSemiconductor stocks retreated from October highs after the Financial Times reported on Thursday that OpenAI's annualized revenue was nearing $50 billion at end-September, below the approximately $70 billion previously cited, weighing on valuations tied to AI infrastructure spending expectations.Stocks Watchsponsored https://flyonwallstreet.com/2026/10/10/amazon-carrie-record-leaves-streaming-payoff-unproven/https://flyonwallstreet.com/2026/10/10/amazon-carrie-record-leaves-streaming-payoff-unproven/Sat, 10 Oct 2026 16:35:32 GMTAmazon’s ‘Carrie’ has set a Rotten Tomatoes audience record, but viewer approval alone cannot establish the remake’s reach or financial return.News https://flyonwallstreet.com/2026/10/10/lucid-cost-cuts-leave-buyer-question-unanswered/https://flyonwallstreet.com/2026/10/10/lucid-cost-cuts-leave-buyer-question-unanswered/Sat, 10 Oct 2026 15:53:10 GMTLucid’s production exceeds deliveries as its new CEO cuts costs, leaving investors to assess whether weaker demand or delivery timing explains the gap.Stocks Watch https://flyonwallstreet.com/2026/10/10/disrupt-2026-startup-products-tech-leaders/https://flyonwallstreet.com/2026/10/10/disrupt-2026-startup-products-tech-leaders/Sat, 10 Oct 2026 15:26:38 GMTMore than 300 startups head to San Francisco for Disrupt 2026, where product demonstrations offer a starting point for evaluating commercial potential.Technology https://flyonwallstreet.com/2026/10/10/starbucks-bid-chipotle-would-need-more-than-scale/https://flyonwallstreet.com/2026/10/10/starbucks-bid-chipotle-would-need-more-than-scale/Sat, 10 Oct 2026 14:48:11 GMTReported takeover exploration leaves Starbucks and Chipotle investors weighing financing, operating benefits and a deal whose offer status is unknown.Stocks Watch https://flyonwallstreet.com/2026/10/10/xlu-buys-across-portfolio-33-2-million-nextera/https://flyonwallstreet.com/2026/10/10/xlu-buys-across-portfolio-33-2-million-nextera/Sat, 10 Oct 2026 14:13:27 GMTXLU added to every holding, with NextEra receiving the largest purchase. The buying totals alone do not establish a change in portfolio concentration.News https://flyonwallstreet.com/2026/10/10/crowdstrike-flex-revenue-case-24-percent-target-lift/https://flyonwallstreet.com/2026/10/10/crowdstrike-flex-revenue-case-24-percent-target-lift/Sat, 10 Oct 2026 13:56:24 GMTNeedham’s higher CrowdStrike target puts Flex migrations in focus, with investors watching whether bundled security produces durable customer spending.Stocks Watch https://flyonwallstreet.com/2026/10/10/ishares-core-sp-500-fund-sells-119-billion-stocks/https://flyonwallstreet.com/2026/10/10/ishares-core-sp-500-fund-sells-119-billion-stocks/Sat, 10 Oct 2026 13:25:42 GMTThe iShares fund reduced 497 positions, including NVIDIA and Apple, with no purchases reported; the breadth matters more than the individual stock names.News https://flyonwallstreet.com/2026/10/10/grassy-mountain-coal-plan-divides-alberta-crowsnest-pass/https://flyonwallstreet.com/2026/10/10/grassy-mountain-coal-plan-divides-alberta-crowsnest-pass/Sat, 10 Oct 2026 12:51:26 GMTNorthback’s Grassy Mountain proposal offers Alberta jobs and overseas coal sales, but water concerns complicate the case for reviving a mining community.Top News https://flyonwallstreet.com/2026/10/09/one-name-deed-couple-tax-break/https://flyonwallstreet.com/2026/10/09/one-name-deed-couple-tax-break/Fri, 09 Oct 2026 19:48:09 GMTA home deed naming only one spouse need not limit a married couple’s tax exclusion, but residency, filing status and prior sales still affect eligibility.Finance https://flyonwallstreet.com/2026/10/09/teva-gains-627-monthly-schizophrenia-shot-approval/https://flyonwallstreet.com/2026/10/09/teva-gains-627-monthly-schizophrenia-shot-approval/Fri, 09 Oct 2026 17:49:49 GMTTeva rallied after FDA approval of a monthly schizophrenia injection, shifting investor attention toward prescribing, insurance coverage and sales.Stocks Watch https://flyonwallstreet.com/2026/10/09/record-highs-beckon-for-big-caps-as-small-caps-lag-and-deal-flow-builds-302903752/https://flyonwallstreet.com/2026/10/09/record-highs-beckon-for-big-caps-as-small-caps-lag-and-deal-flow-builds-302903752/Fri, 09 Oct 2026 17:30:00 GMTLarge-cap indices closed near record territory in the week of October 9, 2026, while small caps lagged; Raytheon secured a $6.3 billion missile defense contract, SAP agreed to acquire TechWolf, Canadian National set a grain-movement record, Alimentation Couche-Tard announced retail asset acquisitions, and Eli Lilly won FDA approval for Jaypirca as a first-line chronic lymphocytic leukemia treatmenStocks Watchsponsored https://flyonwallstreet.com/2026/10/09/spacex-buys-airwave-licenses-starlink-mobile-push/https://flyonwallstreet.com/2026/10/09/spacex-buys-airwave-licenses-starlink-mobile-push/Fri, 09 Oct 2026 17:08:53 GMTSpaceX's airwave purchases advance Starlink's U.S. cellphone ambitions, while launch timing, phone compatibility and service pricing remain key questions.Technology https://flyonwallstreet.com/2026/10/09/miami-fashion-week-marks-decade-october-edition/https://flyonwallstreet.com/2026/10/09/miami-fashion-week-marks-decade-october-edition/Fri, 09 Oct 2026 16:37:04 GMTMiami Fashion Week returns October 13–18 for its anniversary edition, with business value depending on buyer access, brand exposure and follow-through.News https://flyonwallstreet.com/2026/10/09/fastly-surges-oppenheimer-bets-ai-traffic-revenue/https://flyonwallstreet.com/2026/10/09/fastly-surges-oppenheimer-bets-ai-traffic-revenue/Fri, 09 Oct 2026 15:53:12 GMTOppenheimer's $35 Fastly target centers on AI traffic growth, but investors still need evidence that heavier network usage can generate profitable sales.Stocks Watch https://flyonwallstreet.com/2026/10/09/defense-stockpile-orders-send-explorers-back-to-old-tungsten-camps-302903400/https://flyonwallstreet.com/2026/10/09/defense-stockpile-orders-send-explorers-back-to-old-tungsten-camps-302903400/Fri, 09 Oct 2026 15:51:00 GMTGoldHaven Resources Corp. completed eight holes totaling 1,729 metres at its Kuhn tungsten-skarn target in northern British Columbia, with the final hole intersecting skarn approximately 80 metres from a previously reported intercept, pending assays to determine grade and significance.Stocks Watchsponsored https://flyonwallstreet.com/2026/10/09/build-bear-draws-pacifica-buying-shares-trade-lower/https://flyonwallstreet.com/2026/10/09/build-bear-draws-pacifica-buying-shares-trade-lower/Fri, 09 Oct 2026 15:29:31 GMTPacifica increased its Build-A-Bear holding, but shares traded lower; the purchase's size and portfolio weight remain crucial unanswered questions.Stocks Watch https://flyonwallstreet.com/2026/10/09/atmos-energy-debt-6914-million-growth/https://flyonwallstreet.com/2026/10/09/atmos-energy-debt-6914-million-growth/Fri, 09 Oct 2026 14:48:23 GMTAtmos Energy’s debt offering is expected to deliver $691.4 million for growth, while borrowing terms and investment returns remain key investor questions.Stocks Watch https://flyonwallstreet.com/2026/10/09/spym-17-million-nvidia-sale-broad-trimming/https://flyonwallstreet.com/2026/10/09/spym-17-million-nvidia-sale-broad-trimming/Fri, 09 Oct 2026 14:00:21 GMTSPYM trimmed 472 positions while adding to 27, putting its NVIDIA sale in a broader portfolio context rather than signaling a clear semiconductor call.News https://flyonwallstreet.com/2026/10/09/qqqi-adds-104-2-million-without-trimming-holdings/https://flyonwallstreet.com/2026/10/09/qqqi-adds-104-2-million-without-trimming-holdings/Fri, 09 Oct 2026 13:34:02 GMTQQQI bought across every stock position, including NVIDIA, but the trading totals alone do not establish higher concentration or stronger income prospects.Finance https://flyonwallstreet.com/2026/10/09/silver-is-headed-for-a-sixth-straight-year-of-supply-shortfall/https://flyonwallstreet.com/2026/10/09/silver-is-headed-for-a-sixth-straight-year-of-supply-shortfall/Fri, 09 Oct 2026 13:12:00 GMTThe silver market is on track for a sixth consecutive annual supply deficit in 2026, with the World Silver Survey forecasting a shortfall of 46.3 million ounces as global mine production remains flat; GoldHaven Resources has moved its drill to the D Zone targeting silver-lead-zinc mineralization where historical drilling reported 7.6 metres grading 240 g/t silver, 4.73% lead and 4.74% zinc.Stocks Watchsponsored https://flyonwallstreet.com/2026/10/09/brazil-inflation-breach-brings-power-bills-runoff/https://flyonwallstreet.com/2026/10/09/brazil-inflation-breach-brings-power-bills-runoff/Fri, 09 Oct 2026 12:54:20 GMTHigher electricity costs pushed Brazil’s September inflation above the target ceiling, sharpening household budget concerns before the presidential runoff.Top News https://flyonwallstreet.com/2026/10/09/four-energy-deals-in-four-days-as-brent-holds-above-100-302903442/https://flyonwallstreet.com/2026/10/09/four-energy-deals-in-four-days-as-brent-holds-above-100-302903442/Fri, 09 Oct 2026 12:00:00 GMTFour major oil and gas companies announced deals within four trading days in early October 2026 as Brent crude held above $100 per barrel, including Cenovus Energy agreeing to acquire Athabasca Oil Corporation for C$5.7 billion implied enterprise value, Energy Transfer acquiring Vaquero Midstream for about $2.6 billion, Chevron restructuring its Bakken midstream arrangements with Hess Midstream, aStocks Watchsponsored https://flyonwallstreet.com/2026/10/08/spacex-exposure-38-slide-tema-space-etf/https://flyonwallstreet.com/2026/10/08/spacex-exposure-38-slide-tema-space-etf/Fri, 09 Oct 2026 00:27:03 GMTTema’s space ETF has fallen 38% from its May high, showing how access to SpaceX can come bundled with portfolio volatility and uncertain profitability.Finance https://flyonwallstreet.com/2026/10/08/helen-troy-tariff-lift-masks-uneven-sales-outlook/https://flyonwallstreet.com/2026/10/08/helen-troy-tariff-lift-masks-uneven-sales-outlook/Thu, 08 Oct 2026 23:03:28 GMTHelen of Troy’s tariff refunds lifted gross margin, but weak beauty and wellness sales and Hydro Flask pressure complicate the second-half outlook.Stocks Watch https://flyonwallstreet.com/2026/10/08/fusion-s-prove-it-era-just-delivered-a-world-first-result/https://flyonwallstreet.com/2026/10/08/fusion-s-prove-it-era-just-delivered-a-world-first-result/Thu, 08 Oct 2026 16:16:00 GMTGeneral Fusion Group Ltd. (NASDAQ: GFUZ) announced that its demonstration machine Lawson Machine 26 heated plasma to more than 12 million degrees Celsius (over 1 keV) using its practical low-speed compression approach, the first world fusion machine to reach 1 keV with that method, and the first of three stated technical milestones for the device.Stocks Watchsponsored https://flyonwallstreet.com/2026/10/08/xlu-3169-million-expansion-spans-every-holding/https://flyonwallstreet.com/2026/10/08/xlu-3169-million-expansion-spans-every-holding/Thu, 08 Oct 2026 15:26:57 GMTXLU added to every holding, with NextEra receiving the largest increase; the buying alone does not establish a portfolio shift or explain its cause.News https://flyonwallstreet.com/2026/10/08/xle-november-27-options-add-choices-not-assured-income/https://flyonwallstreet.com/2026/10/08/xle-november-27-options-add-choices-not-assured-income/Thu, 08 Oct 2026 14:48:12 GMTXLE’s new November 27 options offer another window for income and hedging strategies, but premiums, trading costs and assignment risk need scrutiny.Finance https://flyonwallstreet.com/2026/10/08/tilray-falls-beer-led-revenue-record-fails-reassure/https://flyonwallstreet.com/2026/10/08/tilray-falls-beer-led-revenue-record-fails-reassure/Thu, 08 Oct 2026 14:13:33 GMTTilray's record quarterly revenue failed to reassure investors as cannabis sales contracted, shifting attention to the earnings mix and cash generation.Stocks Watch https://flyonwallstreet.com/2026/10/08/spyg-buys-portfolio-nvidia-microsoft/https://flyonwallstreet.com/2026/10/08/spyg-buys-portfolio-nvidia-microsoft/Thu, 08 Oct 2026 13:59:00 GMTSPYG expanded every holding in a $158.2 million purchase, but the buying alone does not establish greater portfolio concentration in Nvidia or Microsoft.Finance https://flyonwallstreet.com/2026/10/08/hypersonic-testing-bottleneck-pushes-defense-primes-toward-flight-data/https://flyonwallstreet.com/2026/10/08/hypersonic-testing-bottleneck-pushes-defense-primes-toward-flight-data/Thu, 08 Oct 2026 13:40:00 GMTStarfighters Space, Inc. received its first flight hardware for its Wind Tunnel in the Sky program on October 8, 2026, manufactured by Italian engineering company Robby Moto Engineering S.R.L., designed to support reusable Mach 2+ testing for a major unnamed commercial aerospace customer.Stocks Watchsponsored https://flyonwallstreet.com/2026/10/08/workiva-joins-spsm-fund-records-94-2-million-net-buy/https://flyonwallstreet.com/2026/10/08/workiva-joins-spsm-fund-records-94-2-million-net-buy/Thu, 08 Oct 2026 13:28:16 GMTSPSM added Workiva and Olin and exited FormFactor, but its $94.2 million net purchase total does not establish investor inflows or a bullish stock call.News https://flyonwallstreet.com/2026/10/08/washington-is-writing-billion-dollar-checks-for-tungsten-302901745/https://flyonwallstreet.com/2026/10/08/washington-is-writing-billion-dollar-checks-for-tungsten-302901745/Thu, 08 Oct 2026 13:00:00 GMTThe U.S. Department of War committed $2.45 billion to Elmet Group on September 15 through a five-year Defense Logistics Agency contract and preferred stock investment to supply tungsten to the National Defense Stockpile and expand domestic production, while Western Star Resources reported first modern assays from its Eagle Point Tungsten Project in New Mexico detecting tungsten in all 23 surface sStocks Watchsponsored https://flyonwallstreet.com/2026/10/08/qnb-2-5-billion-loan-shows-gulf-credit-remains-open/https://flyonwallstreet.com/2026/10/08/qnb-2-5-billion-loan-shows-gulf-credit-remains-open/Thu, 08 Oct 2026 12:52:50 GMTAsian lenders led QNB’s $2.5 billion syndicated loan despite the regional war, demonstrating funding access while leaving its cost and terms unclear.Top News https://flyonwallstreet.com/2026/10/08/the-unconventional-route-to-fusion-power-just-hit-a-world-first-302901973/https://flyonwallstreet.com/2026/10/08/the-unconventional-route-to-fusion-power-just-hit-a-world-first-302901973/Thu, 08 Oct 2026 12:47:00 GMTGeneral Fusion Group Ltd. (NASDAQ: GFUZ) reported that its Lawson Machine 26 (LM26) demonstration machine achieved a world-first milestone by heating plasma to more than 12 million degrees Celsius (more than 1 keV) using its Magnetized Target Fusion technology with practical low-speed compression, the first fusion machine to reach this temperature using that method. The company says only a few fusStocks Watchsponsored https://flyonwallstreet.com/2026/10/07/nasdaq-and-sp-hold-weekly-gains-as-small-caps-and-dow-slip-midweek-302901494/https://flyonwallstreet.com/2026/10/07/nasdaq-and-sp-hold-weekly-gains-as-small-caps-and-dow-slip-midweek-302901494/Wed, 07 Oct 2026 18:14:00 GMTRTX's Raytheon subsidiary secured a five-year contract valued up to $24.4 billion for Standard Missile-6 interceptors; Eli Lilly received FDA approval for an additional indication of Jaypirca for previously untreated chronic lymphocytic leukemia; SAP agreed to acquire TechWolf, an AI work intelligence platform provider, expected to close in Q4 2026; IBM faces a securities investigation by Hagens BStocks Watchsponsored https://flyonwallstreet.com/2026/10/07/apollo-targets-private-credit-pricing-trading-gap/https://flyonwallstreet.com/2026/10/07/apollo-targets-private-credit-pricing-trading-gap/Wed, 07 Oct 2026 17:49:58 GMTApollo’s daily portfolio valuations and private-credit trading push raise a central question: how closely can estimated values track executable prices?News https://flyonwallstreet.com/2026/10/07/sk-hynix-falls-amd-hbm-plans-stop-short-orders/https://flyonwallstreet.com/2026/10/07/sk-hynix-falls-amd-hbm-plans-stop-short-orders/Wed, 07 Oct 2026 17:08:32 GMTAMD's long-range memory planning offers a demand signal, but missing purchase terms leave SK Hynix investors without a firm basis for revenue estimates.Stocks Watch https://flyonwallstreet.com/2026/10/07/workiva-leads-ijt-buying-purchases-outpace-sales/https://flyonwallstreet.com/2026/10/07/workiva-leads-ijt-buying-purchases-outpace-sales/Wed, 07 Oct 2026 16:36:40 GMTIJT bought $250.4 million and sold $106.5 million, with Workiva leading activity; the trading totals do not establish investor inflows or portfolio weights.News https://flyonwallstreet.com/2026/10/07/ups-7-percent-yield-cash-coverage-unclear/https://flyonwallstreet.com/2026/10/07/ups-7-percent-yield-cash-coverage-unclear/Wed, 07 Oct 2026 15:53:16 GMTUPS’s 7% dividend yield offers substantial income, but seven unchanged payments do not establish whether recurring cash flow can support the payout.Stocks Watch https://flyonwallstreet.com/2026/10/07/ennis-dividend-nears-yield-cash-coverage-focus/https://flyonwallstreet.com/2026/10/07/ennis-dividend-nears-yield-cash-coverage-focus/Wed, 07 Oct 2026 15:27:29 GMTEnnis approaches its October ex-dividend date with a $0.2625 quarterly payout, putting income eligibility, annualized yield and cash coverage in focus.Stocks Watch https://flyonwallstreet.com/2026/10/07/space-stock-selloff-hits-redwire-without-company-news/https://flyonwallstreet.com/2026/10/07/space-stock-selloff-hits-redwire-without-company-news/Wed, 07 Oct 2026 14:48:19 GMTRedwire and Rocket Lab fell more sharply than broad market benchmarks, pointing to shared space-stock pressure without establishing a specific catalyst.Stocks Watch https://flyonwallstreet.com/2026/10/07/trade-secret-verdict-weighs-joby-air-taxi-stocks/https://flyonwallstreet.com/2026/10/07/trade-secret-verdict-weighs-joby-air-taxi-stocks/Wed, 07 Oct 2026 14:13:26 GMTJoby faces a $116.9 million trade-secret verdict as air-taxi stocks decline, raising questions about legal exposure, financing and sector confidence.Stocks Watch https://flyonwallstreet.com/2026/10/07/cintas-unifirst-merger-cannot-close-december-11/https://flyonwallstreet.com/2026/10/07/cintas-unifirst-merger-cannot-close-december-11/Wed, 07 Oct 2026 13:58:05 GMTCintas has met regulatory information requests for its UniFirst merger, but a December closing restriction is not approval or a guaranteed completion date.Stocks Watch https://flyonwallstreet.com/2026/10/07/nextera-settlement-faces-december-court-review/https://flyonwallstreet.com/2026/10/07/nextera-settlement-faces-december-court-review/Wed, 07 Oct 2026 13:26:55 GMTNextEra Energy’s proposed derivative settlement heads to a December hearing, with court approval and the agreement’s scope still central for investors.Stocks Watch https://flyonwallstreet.com/2026/10/07/ex-china-tungsten-supply-runs-21-000-tonnes-short-as-2027-ban-nears/https://flyonwallstreet.com/2026/10/07/ex-china-tungsten-supply-runs-21-000-tonnes-short-as-2027-ban-nears/Wed, 07 Oct 2026 13:00:00 GMTS&P Global estimates a tungsten supply gap of roughly 21,000 tonnes outside China in 2026, with prices for ammonium paratungstate rising from $83 per kilogram of WO3 in January to $340 in July; Western Star Resources reported the first modern assays from its Eagle Point Tungsten Project in New Mexico, with 14 of 23 surface samples above 0.10% WO3 and grab samples up to 0.55% WO3.Stocks Watchsponsored https://flyonwallstreet.com/2026/10/07/extortion-trial-opens-indonesia-ex-graft-prosecutor/https://flyonwallstreet.com/2026/10/07/extortion-trial-opens-indonesia-ex-graft-prosecutor/Wed, 07 Oct 2026 12:51:59 GMTIndonesia’s former top graft prosecutor faces extortion and money-laundering charges, bringing recovered gold and cash into a test of accountability.Top News https://flyonwallstreet.com/2026/10/06/xlf-192-million-sales-portfolio-wide-move/https://flyonwallstreet.com/2026/10/06/xlf-192-million-sales-portfolio-wide-move/Tue, 06 Oct 2026 17:47:27 GMTXLF sold $192.4 million across all 76 positions, including Berkshire and JPMorgan, but the breadth of the cuts does not establish a bearish sector call.News