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Your trusted source for TrendSpider updates, market news and commentary.

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Market Update Into October 12th: Semi Stocks Slide

Markets were bullish last week as stocks pushed toward record highs despite a violent midweek swing in the bond market. Treasury auctions cleared at the highest yields in decades before yields cooled off into Friday, the Fed minutes pointed to another rate hike by year-end, and a report that OpenAI’s revenue came in well below […]
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GPT-6 Astra Now in Sidekick AI: OpenAI’s Newest Model as Your Trading Agent

Most AI models answer market questions from whatever they can find online, and that is exactly where they go wrong. GPT-6 Astra, OpenAI’s newest frontier model, is now live in TrendSpider’s Sidekick AI, where it pulls trusted financial data straight from the source instead. That means deep segment-level fundamentals, SEC filings, options activity, earnings call […]

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Ionq Stock Slides 15% as $1.3B Elisity Acquisition Sparks Dilution Fears

IonQ (IONQ) stock announced on October 12 that it will acquire cybersecurity firm Elisity in an all-stock deal valued at up to $1.3 billion, sending shares sharply lower. IONQ has dropped approximately 15% from its pre-announcement close of $41.34 on October 7 to ~$35 as of this morning, reflecting investor concern over shareholder dilution. The […]
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Meta Stock Surges on $200B AI Bet & Muse Frontier Model Launch

Meta Platforms (META) stock shares are jumping higher, as CEO Mark Zuckerberg doubles down on AI supremacy — pledging to “write a check” for up to $200 billion in AI capital expenditure to build superintelligence and dominate “decades to come.” The catalyst is two-fold: the Oct. 12 launch of Muse Wonder, Meta’s new family of […]
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Market Update Into October 12th: Semi Stocks Slide

Markets were bullish last week as stocks pushed toward record highs despite a violent midweek swing in the bond market. Treasury auctions cleared at the highest yields in decades before yields cooled off into Friday, the Fed minutes pointed to another rate hike by year-end, and a report that OpenAI’s revenue came in well below […]
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GPT-6 Astra Now in Sidekick AI: OpenAI’s Newest Model as Your Trading Agent

Most AI models answer market questions from whatever they can find online, and that is exactly where they go wrong. GPT-6 Astra, OpenAI’s newest frontier model, is now live in TrendSpider’s Sidekick AI, where it pulls trusted financial data straight from the source instead. That means deep segment-level fundamentals, SEC filings, options activity, earnings call […]
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Oracle Stock Drops as OpenAI Revenue Miss Rattles AI Infrastructure

Oracle Corporation (ORCL) stock shares sold off sharply on Thursday after a Financial Times report revealed OpenAI’s annualized revenues are approximately $20 billion below previously communicated figures, putting Oracle’s landmark $500 billion, five-year compute sourcing agreement under fresh scrutiny. The stock tumbled alongside NVDA and other AI infrastructure names, with the Nasdaq falling 1.25% on […]
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Applied Digital Stock Fades Post-Earnings as AI Infrastructure Sentiment Sours

Applied Digital Corporation (APLD) stock delivered a Q1 FY2027 earnings blowout after the close on October 7, with total revenue rising 322% year over year to $341.9M and adjusted EPS of -$0.01 crushing the -$0.30 consensus estimate. Shares initially popped in after-hours trading but reversed sharply on October 8, closing at $23.85 as a separate […]
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Webull Stock Plunges 19% as Congressional Panel Flags China Security Risk

Webull Corporation (BULL) Stock plunged roughly 19% on October 7, closing at $5.89 after a bipartisan House Select Committee on China published a report concluding that the company’s ties to China constitute a national security risk. Webull disputed the findings, stating the report contained “significant inaccuracies” and that the company had not heard from the […]
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Constellation Stock Surges 12% on 20-Year Google Nuclear Deal for AI Power

Constellation Energy Corporation (CEG) stock has rocketed roughly 12% over two sessions after Alphabet’s Google announced a landmark 20-year strategic clean energy agreement with Constellation Energy to bring 890 megawatts of new nuclear capacity onto the PJM Interconnection grid. This follows a separate 20-year, 690 MW deal signed with Amazon just days earlier on September […]
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Marvell Stock Jumps 7% on $90B FY31 Target

Marvell Technology (MRVL) stock exploded 7% on October 6 after CEO Matt Murphy unveiled a staggering FY28 revenue target of $20 billion and a FY31 range of $70 to $90 billion at the company’s investor day, representing the fifth consecutive upward revision in a year. The announcement, paired with a $400 billion total addressable market […]
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Market Update Into October 5th: Memory Over Macro

Tech ran the show last week as $MU delivered record earnings and mixed economic data fueled the rally. Micron’s Q4 revenue surged a record 379% YoY to $54.2B, while Q1 guidance of $60-63B crushed the $56.6B consensus, confirming AI memory demand isn’t going anywhere. On the economic front, PCE inflation came in softer than expected […]
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Coherent Stock Surges 11% on U.S. Transceiver Restrictions & AI Tailwinds

Coherent Corp. (COHR) stock surged approximately 10.9% on October 1 to $319.19, its biggest single-day move in recent months, as two powerful catalysts converged: potential U.S. restrictions on Chinese optical transceivers and a strong AI infrastructure demand backdrop. The move came alongside sector peer LUMN (Lumentum), which also rallied sharply on the same policy news, […]
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Nike Stock Sinks to 13-Year Low on Gutted FY27 Guidance & Q1 Revenue Miss

Nike (NKE) stock reported Q1 FY2027 earnings after the close on October 1, 2026, posting EPS of $0.48 (beating the $0.44 estimate) but missing on revenue at $11.21B versus the $11.33B consensus. The headline beat was overshadowed by a dramatically lowered full-year EPS outlook of $1.15-$1.35 versus the $1.69 analyst estimate, sending shares to their […]
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Market Update Into October 5th: Memory Over Macro

Tech ran the show last week as $MU delivered record earnings and mixed economic data fueled the rally. Micron’s Q4 revenue surged a record 379% YoY to $54.2B, while Q1 guidance of $60-63B crushed the $56.6B consensus, confirming AI memory demand isn’t going anywhere. On the economic front, PCE inflation came in softer than expected […]
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September 2026 – What’s New at TrendSpider

September 2026 brought agentic strategy building to Sidekick, along with a full Fundamentals panel, a new Extended Session indicator, and a set of chart and trading widget improvements. Let’s dive into what’s new. Sidekick AI Updates Sidekick AI Strategy Builder Interactive Strategy Tiles and Links in Chat Backtesting Beyond the Strategy Tester Sidekick Can See […]
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AI Trading Strategy Builder: Build & Backtest With Sidekick

Until now, turning an idea into an automated trading strategy meant hiring a quant, or becoming one yourself. Thanks to AI, that era is over. Ask Sidekick for a strategy, as vague or as specific as you want, and it builds the rules, backtests it, and gives you a strategy you can deploy as an […]
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Market Update Into September 28th: AI Stocks Lead

Markets were bullish last week despite ongoing political uncertainty, as back-and-forth developments around the Strait of Hormuz kept traders on edge and caused volatility in primarily energy stocks and oil prices. Nonetheless, AI names led the tape with $META as the standout mover as its Muse AI initiative went viral across social media, reigniting broad […]