MarketCatalyst

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

Latest posts

News

Major U.S. Banks Restrict Third-Party AI Agents Over Account Access Fears

Axios, citing people familiar with the matter, reports major banks are restricting third-party AI agents after detecting unauthorized access to customer accounts and activity that appeared to occur without user instructions.

DDesk22 Oct 2026 · 11:56 ET4 min read
→
News

SpaceX Super Intelligence Launches AI Partner Network With 130+ Companies

SpaceX Super Intelligence launched its official AI Partner Network, bringing together more than 130 companies to speed enterprise adoption of Grok, Cursor and AI-powered software development.

DDesk22 Oct 2026 · 11:07 ET4 min read
→
News

Affirm Becomes Exclusive Pay-Over-Time Provider at Sam's Club

Affirm launches as the exclusive pay-over-time provider at Walmart's Sam's Club in a multiyear deal. It goes live on SamsClub.com in the coming weeks, with in-club availability planned for 2027.

DDesk22 Oct 2026 · 10:54 ET3 min read
→
News

Tesla and Nvidia Reportedly Invest $2.8B in Samsung Electro-Mechanics

Maeil Business Newspaper reports Nvidia would invest about 2.6 trillion won and Tesla 1.1 trillion won in AI chip substrate lines in South Korea. Samsung Electro-Mechanics and Nvidia announced a multiyear supply partnership on Oct. 21.

DDesk22 Oct 2026 · 10:46 ET4 min read
→
Educational

How Memory and Storage Power AI: HBM, DRAM, NAND, HDD

A plain-English guide to the memory and storage hierarchy behind AI data centers, and what Micron, SK hynix, Sandisk, Western Digital and Seagate each make and sell.

DDesk22 Oct 2026 · 09:51 ET9 min read
→
Earnings

Nokia Beats Q3 Estimates as AI and Cloud Sales Surge 123%

Nokia beat Q3 revenue and EPS estimates as net sales to AI and cloud customers grew 123% and comparable operating margin expanded 220 basis points to 11.7%. It lowered its capex and cash conversion ranges.

DDesk22 Oct 2026 · 09:39 ET4 min read
→