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US households and nonprofits had a record 48.2% of their financial assets in stocks at the end of June, above the 38.7% at the dot-com peak in 2000.
Oct 23, 2026
Meta's capital spending rose 80.3% from a year earlier in the third quarter while revenue grew 26.1%, the 10th straight quarter capex grew faster.
Meta stock fell 7.0% on Thursday and erased $124 billion in market value, the fourth most in the S&P 500 behind Nvidia, Amazon and Alphabet.
Meta's spending outran the cash its business generated last quarter.
CoreWeave and IREN stock closed at 2026 lows Thursday as investors sold neocloud stocks over worries about debt-funded AI spending. Nebius fell 7%.
Oct 22, 2026
Meta stock fell 7% Thursday after its capital spending topped operating cash flow for the first time since 2012, even as revenue hit a record.
Boyer tells Full Signal why Canada's defense buildup and a uranium supply crunch are setting up overlooked trades, and where he sees value.
Western Digital reported after the close on Thursday. Its stock fell in the first session after each of its last 3 quarterly earnings reports.
Tesla and SpaceX daily returns had a 30-day correlation of 0.64 on Wednesday, the highest since SpaceX's IPO, below Tesla's 0.72 with the S&P 500.
Tesla beat earnings estimates with its stock syncing up with SpaceX.
SpaceX closed Tuesday 9.5% above its IPO price on its 90th trading day, behind Arm and Alibaba at the same point but far ahead of Facebook.
Oct 21, 2026
SpaceX closed Tuesday 9.5% above its $135 IPO price after beating revenue estimates, and up to 1.3 billion more shares become eligible for sale Thursday.
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