MarketCatalyst

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

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Analysis

OpenAI's Revenue Run Rate Nears $70B, Retaking the Lead From Anthropic

OpenAI's annualized revenue run rate is nearing $70 billion after surging more than 70% since Q3, driven by enterprise sales that more than doubled — putting it ahead of Anthropic's $65 billion figure from July on this closely watched, if imprecise, metric.

DDesk29 Sept 2026 · 10:45 ET2 min read
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News

Meta Brings Its Muse AI Agent to Small Businesses

Meta launched Muse for Small Business, connecting its AI agent to QuickBooks, Shopify, Stripe, Canva and a dozen other tools so owners can analyze sales, draft marketing plans, and manage customer communications, with every publish, send, or spend still requiring approval.

DDesk29 Sept 2026 · 09:59 ET3 min read
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Analysis

FICO Shares Sink 20% as Fannie and Freddie Move to a Unified Scoring Grid

Fair Isaac shares sank as much as 20% premarket after FHFA said Fannie Mae and Freddie Mac will merge their mortgage pricing grids into one that puts VantageScore on equal footing with Classic FICO — the second major blow to FICO's mortgage-scoring dominance this month.

DDesk29 Sept 2026 · 09:07 ET3 min read
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News

Oura Hits Pause on Its IPO Just as Investor Demand Was Peaking

Oura shelved its up-to-$2.2 billion Nasdaq listing despite an order book running roughly four times oversubscribed, becoming the third company this month to delay a U.S. IPO as jittery markets rattle the fall listing calendar.

DDesk29 Sept 2026 · 08:43 ET2 min read
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News

RBC Sees Bloom Energy's New Fremont Facility as a Demand Signal

RBC Capital kept its Buy-equivalent rating and $335 target on Bloom Energy after the company leased added Fremont manufacturing space, which RBC calls a sign of strong demand for the fuel-cell maker's pipeline.

DDesk29 Sept 2026 · 08:35 ET2 min read
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News

Navitas Wins U.S. Army Award to Develop 10 kV Silicon-Carbide Power Devices

Navitas Semiconductor won the U.S. Army's ALATTIS program to develop 10 kV silicon-carbide IGBTs and a domestic manufacturing process, extending its GeneSiC portfolio beyond its current 650 V to 6.5 kV range.

DDesk28 Sept 2026 · 16:26 ET2 min read
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