MarketCatalyst

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

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News

The Crypto Miner Turned GPU Startup That Just Got Nvidia to Write It a Check

A five-year-old startup that started as a Bitcoin mining operation just raised $668 million with Nvidia as an investor — and it's now processing a trillion AI tokens a day, 20 times more than six months ago.

DDesk30 Sept 2026 · 14:29 ET3 min read
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Recap

Cooler Inflation Overrides a Jobs and GDP Beat, Sending Yields Lower

August core inflation cooled to 3.01%, well below forecasts, sending stock futures higher and yields lower — a surprise strong enough to override an ADP jobs beat and an upward GDP revision, and to shift Fed odds toward holding rates steady in October.

DDesk30 Sept 2026 · 09:10 ET4 min read
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News

Robinhood Wants an AI Agent Trading Your Portfolio — And a Data Marketplace to Feed It

Robinhood is bringing AI trading agents directly into its app, paired with an "Agent Apps" marketplace of premium data from 11 providers — building on a developer program that's already logged 150,000 agentic accounts and 30 million tool calls a day.

DDesk29 Sept 2026 · 21:48 ET3 min read
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News

Robinhood's Big Swing: Perpetual Futures, 24/7 Trading, and 4x Margin

Robinhood used its HOOD Summit to unveil perpetual futures, expanded trading hours, 4x margin, earnings-trading contracts, and new Legend and Social features — a bid to win over active traders with tools once reserved for professional platforms.

DDesk29 Sept 2026 · 21:48 ET3 min read
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News

KIOXIA Joins Applied Materials' $5B Push to Reinvent AI Memory

Applied Materials says KIOXIA is joining its $5 billion EPIC Center to co-develop next-generation memory technology for AI, targeting higher-density chips and faster paths to commercial production, though no launch date or performance target was given.

DDesk29 Sept 2026 · 21:44 ET2 min read
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Recap

Treasury Yields Spike to a 2002 High, Then Fade on a Dovish Fed Signal

The 30-year Treasury yield touched 5.62% intraday, its highest since 2002, before fading on a dovish signal from Fed voter John Williams — while stocks split along rate-sensitivity lines and Trump hosted tech CEOs to talk AI policy.

MDMarketCatalyst Desk29 Sept 2026 · 16:18 ET13 min read
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