Crypto Pulse—US Stocks

On October 16 NiSource (Ticker: NI) signed an agreement with Microsoft (Ticker: MSFT) for about 1100MW of new generation on a 20-year term, serving Microsoft's data center campus in northwest Indiana from 2028, with Microsoft funding all of the generation and transmission. A separate 600MW storage tolling agreement signed the same day put about $2.20B of payments over 20.5 years on the record in an 8-K, the only value this issue that is both disclosed and filed. The weekend added two larger but

1. Today's Market: Change the Gauge and the Same Day Gives a Different ConclusionUnit: %, absolute values of the single-day fall on October 16, each gauge computed from its own index close on the same day; all four bars are drawn from zero on one shared scale. The Dow reads 0.34, the S&P 500 1.09, the Nasdaq Composite 2.14 and the PHLX Semiconductor index 3.83. The gradient is clean: the Dow fell just 0.34% and the semiconductor index 3.83%, about 11 times as far. What was sold on Friday was not

Meta Platforms (NASDAQ: META) will report its third-quarter 2026 earnings after the U.S. stock market closes on Wednesday, October 21, with Wall Street expecting approximately $63.3 billion in revenue. The upcoming report will test whether Meta's advertising growth and new AI products can justify its rapidly expanding infrastructure investments.Meta has guided for Q3 revenue of $61 billion to $64 billion, while its full-year 2026 capital expenditure outlook stands at $130 billion to $145 billion

AI stocks sold off hard on October 15, yet the contracts that actually got signed that day name no price. Venture Global signed power and grid frame agreements with GE Vernova and Baker Hughes covering up to 16 combined-cycle power islands of 720MW each, roughly 11.5GW at the cap, with a plan to supply up to 10GW of compute by the end of 2034 to data centers beside sites it owns or controls. Neither agreement disclosed a value. The only large number of the day came from TSMC: $46.7B of third-qua

1. Today's Market: Three Indexes, One Direction, Three Different Sizes All three indexes rose, in three distinct sizes: the Dow +1.08%, the S&P 500 +0.33% and the Nasdaq only +0.08%. The difference is in what they hold: the Dow does not carry the heaviest-weighted technology names and the Nasdaq does. The Philadelphia semiconductor index fell 0.88%, a seventh straight session lower, as money left the AI trade for healthcare, materials and financials. When indexes rise together but th

The window for this issue runs from the full day of 2026/10/14 (US pre-market through after-hours) to 2026/10/15 02:52 UTC and captures 8 items spread across 4 of the 6 layers of the AI supply chain. The lead item is Flex closing its $4.4B acquisition of EPC Power. Deal value counted this issue is $794M against $18.6B of capital spending and community commitments that are excluded, making the excluded side 23 times the counted side. 1.The Six Layers of the AI Supply Chain 2.Today's AI BriefsLaye

1. Today's Market: Money Moved From Growth Into DefensivesUnit: %, same-day sector averages among Nasdaq-listed names; all three fell, so the zero line sits on the right. Utilities fell furthest at 3.04%, with communication services at 2.58% and technology at 1.81%. The three indexes separated widely: the Nasdaq down 1.88%, the S&P 500 down 1.08% and the Dow close to flat. The difference is in what they hold, since the Nasdaq carries the heaviest technology weight and the Dow does not hold those

Bank of America (NYSE: BAC) shares fell 4.76% to $51.39 on October 14, 2026, after the bank reported weaker-than-expected third-quarter earnings and recorded a $1.2 billion regulatory settlement charge. The bank reported earnings per share (EPS) of $0.91, while adjusted EPS of $1.08, excluding the charge, also missed Wall Street's approximately $1.10 consensus estimate.The decline reflected more than a one-time regulatory expense. Although revenue increased 3% year over year to $30.0 billion and

CoreWeave (NASDAQ: CRWV) stock plunged 15.46% to $65.78 on October 14, 2026, as rising corporate bond yields intensified concerns about the AI cloud provider's debt burden and financing costs. Shares fell as low as $64.41 during the session, with trading volume reaching 111.3 million shares, according to StockAnalysis.The selloff followed a sharp decline in CoreWeave's bond prices, pushing yields on its U.S. dollar-denominated 2032 notes toward 15%, compared with their original 9.625% coupon. A

Taiwan Semiconductor Manufacturing Company (NYSE: TSM) reported $46.72 billion in Q3 2026 revenue and NT$763.06 billion in net profit on October 15, with profit rising 68.7% year over year as demand for advanced semiconductor manufacturing remained strong.Revenue exceeded TSMC's previous guidance, while the company forecast $52.3 billion–$54.3 billion in fourth-quarter revenue, signaling expectations for further growth. However, gross margin declined sequentially as the chipmaker expanded produc