Crypto Pulse—TradFi

Overview Meta announced in its third quarter results on October 21 the establishment of a publicly listed, non-voting class of Class C common stock, to be distributed as one Class C share for each existing Class A and Class B share held. The company said that once the distribution is paid, it expects the market price of Class A stock to reflect the effect of a two-for-one stock split. On dates, a precise distinction is needed, because this is where current coverage most often goes wrong. Per the

Lam Research reported record revenue of $8.22 billion in its fiscal first-quarter 2027 results on October 21, 2026, yet its shares fell about 6% after hours.For investors in AI memory and storage stocks, the more useful part of the release was the outlook: Lam expects chip equipment spending to top $200 billion in 2027, with DRAM leading the growth.This article explains what Lam's outlook means for Micron, SanDisk, Western Digital and Seagate, and how their perpetual contracts on MEXC traded the

Overview General Motors reported third quarter results on October 20 that beat across every core metric, with adjusted earnings of $3.70 per share up 32.2% year over year and adjusted earnings before interest and taxes of $4.106 billion up 21.6%, while the board approved a $20 billion multi-year share repurchase authorisation. The stock closed at $77.09, down 6.84%. That combination needs explaining on its own. Strong results, strong cash flow and a repurchase authorisation worth close to 30% of

Overview Dell Technologies has been the hardest-hit large cap in AI hardware this week. On October 14, intraday data cited by Yahoo Finance showed DELL down 11.27%, the steepest decline in the S&P 500 that session, with HPE off 8.28% and NetApp off 7.03%. The slide continued the next day. Benzinga recorded the stock at $460.20 by 10:37 a.m. ET on October 15, down as much as 9.4%, before it closed at $473.39 per GuruFocus, a loss of $34.54 or roughly 6.8% that took market value to about $301 bill

Overview CoreWeave is trying to move its funding base away from banks and private credit and toward the longer, cheaper money held by insurance companies. The Financial Times published an interview with co-founder Brannin McBee on October 14, and according to Traders Union's account of that report, McBee described the insurance industry's capital pool as effectively unlimited and said the company is working to get its Nvidia GPU-backed loans rated investment grade as a class. The same report put

Overview A prospectus that has never been published has given the market its first clear look at the size of the bill the industry's most closely watched AI lab has signed. According to Reuters, which reviewed the confidential IPO filing, Anthropic expects to spend at least $518 billion over roughly a decade building AI infrastructure with six partners, and about 80% of that amount is either non-cancelable or payable regardless of usage. The figure matters to the whole supply chain because it is

Overview Global accelerated compute and liquid cooling infrastructure provider Super Micro Computer (NASDAQ: SMCI) recorded a sharp upward price breakout across secondary equity markets, characterized by an intraday surge and elevated trading turnover. The primary catalyst driving this market rerating is the formal announcement of an expanded strategic partnership with enterprise networking and cybersecurity leader Cisco Systems to co-engineer turnkey enterprise artificial intelligence data cent

What to KnowSandisk (SNDK) rose 8.9% on August 17, extending a multi-day rally as other memory and storage stocks also moved higher.Elon Musk replied “Few realize this” to Peter Diamandis’ argument that memory, rather than compute, could become the rate limiter of the agentic AI era.Musk did not specifically mention Sandisk or NAND, but the exchange strengthened an existing market narrative around AI memory and storage demand.Sandisk’s own catalysts remain more important: AI data-center growth,