MarketCatalyst

Daily recaps, research and guides to how the market actually works.

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Analysis

Avnet Hits a Record High on a Blowout Quarter and a Broad-Based Recovery

Avnet's fiscal Q4 sales hit a record $8.3 billion, up 48% year-over-year and far ahead of estimates, with adjusted EPS of $2.28 topping consensus by nearly 27% — sending shares to a fresh all-time high on signs the recovery extends well beyond AI demand.

DDesk3 Oct 2026 · 20:46 ET4 min read
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Recap

Moderna Joins the Nasdaq-100 as Warner Bros. Discovery Exits on the Paramount Merger

Moderna will join the Nasdaq-100 on October 9, replacing Warner Bros. Discovery as its pending $81 billion Paramount Skydance merger closes — a move driven by Moderna's 541% year-to-date stock surge and $75 billion valuation.

DDesk3 Oct 2026 · 14:56 ET3 min read
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Analysis

Nvidia Deepens Its CoreWeave Bet as the Neocloud's Backlog Hits $104 Billion

Nvidia's fresh $2 billion stake makes it CoreWeave's second-largest shareholder and secures early access to the Vera Rubin platform, arriving as CoreWeave's revenue backlog hits $104.2 billion — even as the company's capex guidance climbs to $35-39 billion to actually deliver it.

DDesk3 Oct 2026 · 12:03 ET5 min read
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Recap

Nasdaq Rallies to a Record as a Weak Jobs Report Eases Rate-Hike Fears

A much weaker than expected September jobs report cooled bets on an October rate hike, lifting the Nasdaq to a record as Nvidia touched a fresh all-time high and semiconductors led a broad rally.

DDesk2 Oct 2026 · 17:39 ET12 min read
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Recap

SDEV's Parabolic Run: What's Driving It, and Why the Company Says It Can't Explain It

Stablecoin Development Corporation shares have surged from under $1 to above $9 in days on volume nearly 100 times normal — even as the company itself told the NYSE American there's been no new material development to explain the move.

DDesk2 Oct 2026 · 16:45 ET4 min read
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News

BNY Is Reportedly in Talks With Kraken's Parent on a Broad Infrastructure Deal

BNY is reportedly in early talks with Kraken parent Payward on a partnership spanning crypto custody, trading, payments, and wealth management — a potential deal people familiar with the discussions say could echo Payward's recent infrastructure agreement with Nasdaq.

DDesk2 Oct 2026 · 14:05 ET2 min read
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