NASDAQ:CRDOStock Market
Credo Stock Rebounds 3.9%. Its $97 Million Stock-Pay Bill Is the Next Margin Test
NEW YORK, September 6, 2026, 3:20 a.m. EDT — Credo Technology Group Holding Ltd recovered 3.9% Friday to $170.57. The bounce capped a bruising…
Technology
Rigetti CFO’s $375,010 Sale Leaves His Stake Flat; the Stock Trades at 220× Revenue
BERKELEY, California, September 6, 2026, 1:34 a.m. PDT — Rigetti Computing Inc. disclosed an insider stock sale Thursday. Finance chief Jeffrey Bertelsen sold 25,000 shares for $375,010. Yet his direct common-stock position did not…
The sale was an option exercise in motion
Bertelsen's direct common-stock balance on September 3.
Before exercise168,067direct common shares
Exercise+25,000options at $0.60 each
Sale−25,000shares at a $15.0004 average
After both legs: 168,067 common shares — exactly the starting balance.
Source: Rigetti's SEC Form 4. The filing also reports 256,250 options remaining.
Rigetti lost the August earnings bounce
Daily closes across the latest 22 U.S. sessions.
Friday's close was 8.0% below August 6 and 19.2% below the August 14 peak. Last regular trade at . Source: S&P Global data via StockAnalysis.
The stock price carries a 220× revenue test
Approximate value bridge at Friday's close.
Equity value$5.073b$15.20 × 333.77m shares
Cash and investments$0.541bJune 30 balance
Approx. enterprise value$4.532bbefore other adjustments
220.5×Enterprise value divided by $20.552 million of annualized Q2 revenue. Annualizing one quarter is a scale comparison, not a forecast.
Sources: the latest share count, Friday's closing price and Rigetti's quarterly figures. Calculations by TS2.
Analysts price outcomes, not today's business
Recent published targets span more than two times the latest close.
$15.20Latest close
$18Low target
$28.71Average
$40High target
+18.4%to the low target
+88.9%to the average target
+163.2%to the high target
Rating counts and targets: Google Finance analyst data. Implied returns use Friday's $15.20 close and TS2 calculations. Targets are opinions, not guarantees.
Category hubTechnology
Technology News & Analysis
Follow the latest TechStock² reporting, investor analysis and material developments for Technology in one continuously updated topic hub.
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Technology
Growth accelerated. GAAP economics went the other way.
First-quarter fiscal 2027 compared with the immediately preceding quarter.
Revenue$479.0m+9.6%from $437.0m
GAAP gross margin64.5%−3.7 ptsfrom 68.2%
GAAP operating expense$188.4m+32.5%from $142.2m
GAAP operating income$120.7m−22.5%from $155.8m
Source: Credo's September 1 earnings release. Changes use unrounded company figures.
The rebound barely dented a 40% retreat
Credo daily closes across the latest 25 U.S. trading sessions.
Last market close at . Source: Yahoo Finance historical data. Prices are rounded.
Next quarter asks for more revenue and more stock pay
Company guidance, concentration disclosures and a midpoint operating model.
Fiscal Q2 guide
Revenue midpoint$530m
GAAP gross margin midpoint63.9%
GAAP expense midpoint$201.5m
Share pay in operating expense$97m
TS2 midpoint model: $137.2m GAAP operating income, or a 25.9% margin. The $97m share-pay assumption equals 48% of guided operating expense.
Concentration and expectations
Customer A: 43%Customer B: 28%Others: 29%
Buy mean rating from nine analysts. The $287.50 one-year target implies 68.6% upside from Friday's close.
Sources: Credo's outlook, its customer disclosure and Nasdaq analyst research. The operating model is an estimate, not company guidance.
NASDAQ:NVDAStock Market
Nvidia’s New $0.25 Dividend Costs $6 Billion. Buybacks Still Do the Heavy Lifting
SANTA CLARA, California, Sept. 5, 2026, 5:42 p.m. PDT — Nvidia will spend roughly $6 billion on its next quarterly dividend. The chipmaker spent…
Nvidia’s 10-session climb
Official Nasdaq closing prices, Aug. 24 through Sept. 4
Latest close$230.36
10-session change+10.5%
Friday volume135.4m
As of . Change compares the Aug. 24 and Sept. 4 closes.
The dividend clock
Three dates investors need during a holiday-shortened week
Sept. 9Last session before ex-dateA purchase completed before the ex-date carries the dividend right.
Sept. 10Ex-dividend + record datePurchases that day do not receive the next 25-cent payment.
Oct. 1Payment dateNvidia sends the declared cash dividend to eligible holders.
The stock may adjust by roughly the dividend on the ex-date, although ordinary trading can overwhelm that mechanical move.
How Nvidia returned cash last quarter
Buybacks outweighed dividends by 3.3 to one
Share buybacks
$19.7bn
Cash dividends
$6.0bn
Combined return$25.7bn
Share of Q2 net income43%
Implied buyback price$209.57
The implied repurchase price divides disclosed spending by disclosed shares and is not a reported execution average.
The payout through four investor lenses
A 25-fold increase still leaves Nvidia far from income-stock territory
Quarterly dividend$0.25Up from $0.01
Annualized dividend$1.00Four equal payments assumed
Yield at $230.360.43%Price-sensitive estimate
Estimated quarterly cost$6.04bnUsing 24.147bn shares
The estimate can change before the record date as Nvidia issues or retires shares. Future dividends also require board approval.
NASDAQ:LPLANYSE:MS
VIX Closes at 14.53. May Futures Cost 46% More
NEW YORK, September 5, 2026, 8:02 p.m. EDT — Wall Street’s fear gauge barely stirred after Friday’s jobs surprise. The bill for keeping that…
VIX returned to its 2026 floor
Ten completed sessions ·
14.53+1.47% Friday
Official daily closes: Cboe historical data.
Calm is concentrated near the bottom
2026 VIX closes through September 4
14.25Lowest close
14.53Friday close
18.47Average close
31.05Highest close
7 of 175 sessions closed at 14.53 or lower. TS2 calculation using Cboe’s price archive.
Every listed month settled above spot
Selected VIX futures settlements, September 4
Spot VIX: 14.53 · September future: 16.2669 · May future: 21.15
Final settlements: Cboe Futures Exchange.
The next ten days are densely packed
Scheduled U.S. market and policy events, Eastern time
Labor Day
Markets closed
Markets closed
August producer prices
August consumer prices
Fed decision and projections
Schedules: Bureau of Labor Statistics and Federal Reserve.
NYSEARCA:DIANYSEARCA:IWM
Dow Falls 272 Points, but Small Caps Rise. CPI Will Break the Tie
NEW YORK | September 5, 2026 | 4:50 p.m. EDT — The Dow Jones Industrial Average fell 271.86 points Friday after an unexpectedly strong…
U.S. INDEXES · AUG. 28 = 100
A choppy week ended with small caps in front
+0.40%Nasdaq, one week
Dow −0.27%S&P 500 +0.09%Nasdaq +0.40%Russell 2000 +0.11%
. TS2 indexed daily closes to August 28 using Yahoo Finance historical data. Percentages may differ slightly from rounded index points.
FRIDAY'S SPLIT
Large blue chips fell while small caps held their ground
Dow Jones−0.51%
S&P 500−0.38%
Nasdaq−0.29%
Russell 2000+0.25%
Russell minus Dow+0.75 ppFriday performance spread
Nasdaq breadth222 moreAdvancers than decliners
Volume vs. 20-day norm−11.8%TS2 calculation
Index moves use unrounded closes. Breadth and volume come from the September 4 market report. A positive breadth count does not guarantee the rally will persist.
AUGUST PAYROLLS · THOUSANDS
Two service-heavy groups supplied 62% of the net gain
Headline payroll gain+162K
Prior 12-month average+31K
June + July revisions+55K
Food services+59K
Local education+42K
Manufacturing+16K
Health care+13K
Information−23K
Selected groups do not sum to total payrolls. Figures come from the official August employment report. The 62% share is a TS2 calculation using food services and local education.
THE NEXT RATE TEST
Jobs raised the stakes. Inflation gets the last word.
2-year Treasury4.37%+3 bp Friday
10-year Treasury4.78%+1 bp Friday
Implied hike chance58.4%49.4% on Thursday
SEP. 7Markets closedLabor Day
SEP. 10 · 8:30 ETProducer pricesAugust PPI
SEP. 11 · 8:30 ETConsumer pricesAugust CPI
SEP. 15–16Fed meetingRate decision
Yields are from the U.S. Treasury. Release times come from the BLS calendar; the Fed dates are official. Futures probabilities can change rapidly.
Stock MarketTechnology
Volkswagen Stock Jumps 6.5%. Its 9% Margin Plan Needs a €19 Billion EBIT Lift
WOLFSBURG, Germany, Sept. 5, 2026, 19:46 CEST — Volkswagen AG shares jumped 6.47% Friday after its divided supervisory board unanimously backed the largest overhaul…
Five sessions, one boardroom repricing
Volkswagen preferred shares, Xetra daily close in euros
Friday volume was 3.44 times the prior four-day average. Source: Yahoo Finance historical data.
The €19.2 billion operating-profit bridge
A scale comparison, using reported H1 results and management’s 2030 target
+€19.2bnprofit gap to target
2.63×required lift from run rate
3.8% → 9%reported margin to goal
The annualized figure simply doubles H1 operating profit; it is not company guidance. Sources: Volkswagen H1 results and the Sept. 4 investor presentation.
Where the turnaround must find its earnings
−50%vehicle modelsTargeted by 2035, concentrating volume on fewer nameplates.
−75%component varietyA direct attack on procurement and engineering complexity.
~50,000additional positionsThe planning assumption includes 25% of management roles outside China.
500,000+excess annual capacityFour European plants lack a secured competitive allocation after current programs.
Management also targets €135 billion of capex and R&D across 2027–2031. Source: Volkswagen Future Plan 2030.
The market agrees on upside, not its size
Twenty-three analyst targets versus Friday’s €81.30 close
The range spans −7.7% to +85.7% from Friday’s close. Source: Financial Times market data; targets are forecasts, not guarantees.
CryptocurrencyLSE:STAN
Standard Chartered Stock Gains 1.8%; UAE Crypto Push Completes a Three-Part Stack
DUBAI, September 5, 2026 at 3:37 p.m. GST — Standard Chartered PLC ended Friday at 2,244 pence in London. That was 1.8% above Tuesday’s…
The UAE offer now has three layers
Each addition uses banking rails that institutional clients already know
SEPTEMBER 2024Custody
Safekeeping for Bitcoin and Ether through Standard Chartered DIFC.
HOLDJULY 2026USDC access
Minting and redemption connect token cash with bank settlement.
MOVE CASHSEPTEMBER 2026Spot execution
Deliverable BTC and ETH trades arrive through familiar FX interfaces.
TRADEProduct chronology: Standard Chartered’s September 3 launch statement and Circle integration announcement.
STAN added 1.8% across two sessions
London daily closes, in pence; the launch marker shows timing, not causation
As of . Unadjusted daily closes: Yahoo Finance. Announcement time: Standard Chartered.
The product is visible. Its economics are not.
The investment case has a defined operating shape but no disclosed revenue bridge
What is known
Two spot instrumentsBitcoin and Ether against the U.S. dollar
T+1 settlementDeliverable trades rather than derivatives exposure
Existing bank channelsSingle-dealer platform, FIX API and familiar FX interfaces
What investors still lack
Client countNo eligible or onboarded total
Volume and pricingNo notional turnover, fee or spread disclosure
P&L contributionNo revenue, cost or capital target for the UAE offer
Until usage data arrives, this is evidence of distribution capability. It is not yet a separate earnings forecast.
Terms: the bank’s digital-assets trading page. Disclosure gaps reflect the September 3 announcement.
Crypto enters a much larger earnings engine
First-half 2026 figures show the threshold for financial relevance
OPERATING INCOME$11.6bnUp 6%
NON-INTEREST INCOME$5.9bnUp 8%
PRE-TAX PROFIT$4.8bnUp 9%
DIGITAL-ASSET REVENUENot split outNo segment target
The new service can matter strategically before it matters numerically. Investors still need a disclosed bridge from capability to earnings.
Reported basis, constant-currency comparisons: Standard Chartered’s July 29 half-year results.
Artificial IntelligenceStock Market
BorgWarner Reaffirms $300 Million AI Data-Center Power Start, Equal to 2.1% of Sales
NEW YORK, Sept. 5, 2026, 12:08 a.m. EDT — BorgWarner reaffirmed a closely watched AI infrastructure power target after Friday’s closing bell. The company…
BorgWarner climbed into the close
Friday intraday price, U.S. dollars, sampled every 30 minutes
Close $67.54Session +2.8%Day range $65.65–$67.73Late extended-hours print $65.96
Close as of . Source: Yahoo Finance market data. The $65.96 figure was the last recorded extended-hours trade near 8:00 p.m.; thin after-hours prints can be noisy.
A real growth leg, still small beside the core
Management targets and TS2 calculations; dollars refer to sales
FIRST PRODUCTION2027Hendersonville, North Carolina
INITIAL CAPACITY2 GWinstalled manufacturing capacity
FIRST-YEAR SALES>$300mcompany expectation, not booked revenue
BORGWARNER CONTENTabout 65%targeted vertical integration
WHAT THE 2.1% MEANSThe new line would not remake BorgWarner in year one. It could matter more if margins beat the auto-parts mix or if customers use the 2-GW footprint beyond the initial target. The company has not disclosed either outcome.
Sources: BorgWarner’s Sept. 4 Form 8-K, its TurboCell announcement and second-quarter guidance. The 2.12% ratio uses $300 million and the $14.15 billion guide midpoint.
Wall Street prices a larger runway — with a wide spread
Published 12-month targets versus Friday’s $67.54 close
Low
$62Current
$67.54Average
$80.13High
$95
$62Current
$67.54Average
$80.13High
$95
Source: S&P Global analyst data compiled by StockAnalysis, last updated Aug. 31, 2026. Targets range from $62 to $95. They predate Friday’s 8-K and are opinions, not forecasts from BorgWarner.
CryptocurrencyStock Market
Solana Holds $102 as 80 Billion-Payment Benchmark Tests SOL Value Capture
TOKYO, Sept. 5, 2026, 11:36 a.m. JST — Solana traded near $101.82 on Saturday, down 1.7% over 24 hours. A new payment benchmark makes…
SOL lost $100 briefly, then steadied
Hourly observations across the latest 24-hour window
Latest $101.8224 hours −1.7%Range $100.40–$104.70U.S. ETFs closed until Tuesday
Price as of . Source: CoinGecko. The line uses hourly observations; the range uses continuously aggregated market data.
One million payments do not mean one million settlements
How Solana’s payment-channel design moves agent spending
1 · OPENDeposit a ceilingFunds enter non-custodial on-chain escrow.
2 · METERSign off-chainEach purchase changes a cumulative voucher.
3 · SETTLEWrite onceThe consumed amount reaches the chain in one transaction.
4 · RETURNRefund the restUnused escrow goes back to the wallet.
TEST LOAD100,000unique wallets
AUTHORIZED RATE1m+payments each second
DAILY CAPACITY80bn+payments, Foundation estimate
ILLUSTRATIVE COSTabout $6280 billion times the stated unit cost
The $62 figure is arithmetic, not revenue guidance. The Foundation estimated $0.000000000776 of processing cost per authorized payment. Protocol fees depend on channel openings, settlements and other on-chain activity.
Source: Solana Foundation’s Sept. 3 payment-channel release and its reproducible open-source benchmark.
Liquidity on the chain is substantial, and uneven
Stablecoin supply versus decentralized-finance TVL, Sept. 5
Ethereum
$147.35bnstablecoins
$48.84bnDeFi TVL
3.0× ratio
Tron
$93.79bnstablecoins
$5.40bnDeFi TVL
17.4× ratio
Solana
$16.22bnstablecoins
$5.86bnDeFi TVL
2.8× ratio
BNB Chain
$13.32bnstablecoins
$5.62bnDeFi TVL
2.4× ratio
Stablecoin supply, scaled to EthereumTVL, scaled to Ethereum
Investor read: Solana holds more stablecoin capital than BNB Chain and slightly more DeFi value. Those balances improve the payment opportunity, though they do not guarantee proportional demand for SOL.
Source: DefiLlama stablecoin data and chain TVL data, retrieved Sept. 5, 2026. TVL can double-count or exclude some economic activity.
NASDAQ:MUStock Market
Micron Adds $66 Billion as $1,325 Target Tests Peak-Margin Math
NEW YORK, Sept. 4, 2026, 7:35 p.m. EDT — Micron Technology, Inc. gained 6.1% on Friday after an analyst called for a breakout. The…
Micron recovered above $1,000
The three numbers Micron must deliver
Fiscal Q4 guidance midpoint versus reported fiscal Q3.
Revenue$50.0bnUp 20.6% from $41.46 billion.
Non-GAAP gross marginAbout 86%Up 1.1 percentage points from 84.9%.
Non-GAAP EPS$31.00Up 23.5% from $25.11.
Source: Micron Technology. The company will report fiscal Q4 on September 30.
CryptocurrencyStock Market
Dash Jumps 30% as One-Day Volume Hits 55% of Its Market Value
The token changed hands at $60.89 at 7:18 p.m. EDT, according to CoinGecko. Reported 24-hour volume reached $426.2 million against a market capitalization of…
Dash almost doubled in 30 days
One day's volume as a share of market value
A common-scale liquidity comparison. It does not measure how many long-term holders changed.
Dash54.6%
Zcash7.4%
Ether5.5%
Bitcoin2.3%
Calculated from CoinGecko market capitalization and 24-hour volume data at 7:18 p.m. EDT. Exchange-reported crypto volume can include rapid repeat trading and differs from equity turnover.
NASDAQ:ADBEStock Market
Adobe’s CEO Handover Lands With a $7.65 Billion Selloff
SAN JOSE, Calif., Sept. 4, 2026, 2:36 p.m. PDT — Adobe Inc. shed an estimated $7.65 billion in market value Friday. Shares closed at…
The CEO news broke an eight-session rebound
Adobe daily closes, Aug. 26 through Sept. 4, 2026
Friday close: −6.7%
Source: Yahoo Finance. Regular-session close recorded at . Prices are unadjusted.
One session removed most of the target premium
Closing-price and equity-value bridge using Friday's Nasdaq close
Thursday close
$285.75
8.1% above the $262.71 mean target
Friday loss
$7.65bn
Preliminary equity-value estimate
Friday close
$266.51
1.4% above the mean target
Mean $262.71Close $266.51Prior $285.75
$240$300
Sources: Yahoo Finance, Google Finance and Adobe's June quarterly filing. TS2 calculations are preliminary.
Earnings arrive before the handover
Adobe's operating base and the next two leadership dates
Fiscal Q2 revenue
$6.62bn
Ending ARR
$27.10bn
Operating cash flow
$2.17bn
Sept. 3
Successor named
Board selects Anil Chakravarthy after its search.
Sept. 10
Fiscal Q3 results
Numbers and outlook arrive after the market close.
Dec. 1
CEO change
Chakravarthy starts; Narayen becomes executive chair.
$6.67bn–$6.72bnQ3 revenue guidance
$6.05–$6.10Q3 non-GAAP EPS guidance
Sources: Adobe's fiscal Q2 release and succession announcement.
NASDAQ:NVDAStock Market
Nvidia’s $12.93 Billion Hugging Face Deal Barely Moves the Stock
NEW YORK, September 4, 2026, 1:06 p.m. EDT — Nvidia Corp. is spending $12.93 billion for Hugging Face. Its stock barely flinched, rising 1.37%…
Deal cost against Nvidia's liquid pool
USD billions; July 26 balance sheet versus announced consideration
Cash and marketable debt$56.6bn
Shareholder purchase price$11.9bn
Employee retention, maximum$1.0bn
The network Nvidia is buying
Company-reported Hugging Face platform counts
18m+developers, researchers and creators
3m+models shared
500kdatasets hosted
1mapplications shared
200k+companies using the platform
Nvidia's early gain faded
Regular-session five-minute closes through
Source: Yahoo Finance. Five-minute data can differ slightly from live quotes.
Stock MarketTechnology
Nintendo Stock Slips 1.1% as Two Directs Face a 50.5 Million Software Gap
NEW YORK, September 4, 2026, 10:40 a.m. EDT — Nintendo Co., Ltd. gave investors 185 minutes of coming attractions on Friday. Its U.S. ADR…
Nintendo closed before the Direct news
Tokyo closing prices through
Source: S&P Global Market Intelligence via StockAnalysis. The September 4 session closed before the announcement.
Only 15.8% of the software target is booked
Switch 2 software units, fiscal year ending March 2027
Source: Nintendo's June-quarter results and fiscal 2027 forecast. The calculation does not adjust for holiday seasonality.
The target range is wider than the Direct calendar
Twenty-six analyst recommendations and 12-month targets
Low ¥5,000Close ¥8,839Median ¥10,000High ¥21,260
Positive
19
5 Buy · 14 Outperform
Neutral
7 Hold
25% of coverage
Negative
2 Sell
No Strong Sell
Sources: FT/S&P Global recommendations and S&P Global price targets via StockAnalysis. The average target is ¥10,375.
NYSE:IOTStock Market
Samsara Rises 15% Premarket After Q2 Revenue Tops Forecast, Full-Year Outlook Raised
Samsara Inc. was indicated at $44.48 at 7:05 a.m. EDT on Friday, September 4, up 14.78% from Thursday’s $38.75 close, before the New York…
Samsara’s post-earnings pulse
Premarket price$44.48+14.78% at
Q2 revenue$508.4M+30% year over year
Ending ARR$2.125B+30% year over year
Adjusted operating margin21%Up 6 percentage points
Price: Nasdaq real-time premarket quote; financials: Samsara’s September 3 SEC filing. Premarket trading is thinner than the regular session and is not an opening price.
NYSE:GWREStock Market
Guidewire Slides 15% After Fiscal 2027 Revenue Growth Outlook
Guidewire Software, Inc. fell to $172.00 in extended trading after reporting fiscal 2026 results, down $30.86, or 15.21%, from Thursday’s $202.86 close. As of…
What the extended-hours move changed
Equity-value ratios use 83.26 million shares and the midpoint of fiscal 2027 guidance. They are not enterprise-value multiples.
September 3 close
- Share price
- $202.86
- Equity value
- $16.89bn
- Equity value / revenue
- 9.84×
- Price / operating cash flow
- 37.1×
Last displayed after hours
- Share price
- $172.00
- Implied equity value
- $14.32bn
- Equity value / revenue
- 8.34×
- Price / operating cash flow
- 31.5×
Price observed at 6:34 a.m. EDT on September 4; the quote was still labeled after hours, not a new premarket trade. Sources: Google Finance and Guidewire’s SEC-filed results. TS2 calculations.