Social Security COLA 2027 forecast: September's gas spike tilts it toward 3.6%
Official CPI-W data lock in 3.3% for the 2027 COLA with one month left. September gas prices, up 4.4% on August, now tilt the raise toward 3.6%, not 3.5%.
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Omer Sheikh
@omer-sheikh
Markets editor | Tesla, SpaceX and AI infrastructure stocks
Omer Sheikh covers Tesla and SpaceX as public-market stories, from the federal audit of Cybercab's safety certification to how much more SpaceX now spends on AI than on rockets. He also follows the capital moving through AI, including Nvidia's reported talks to anchor Anthropic's IPO and Intel's $15 billion request to investors.
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Premarket: Intel, Micron and AMD fall 6% as the AI slowdown call meets $108 oil
Intel, Micron and AMD fell about 6% premarket and Nvidia 2.7% as the AI slowdown call met a 3% oil spike; ServiceNow and Adobe rose. Nasdaq futures -1.6%, Fed odds 89%.
SK hynix falls 5%, KOSPI drops 3% as Asia's chip stocks slide after AI slowdown call
SK hynix fell 5.4% and Samsung 3.4% at Monday's open, dragging the KOSPI down 3.2%, as Asia reacted to Anthropic's AI slowdown call, oil and a Fed hike.
Why HPE stock jumped 12%, and the $30.4 billion it had already committed
HPE stock rose 12.4% to a record close after Oracle kept its $90B–$95B capex plan. Its 10-Q shows $30.4B of supplier commitments, up from $5.7B in April.
SpaceX spent 13 times more on AI than on rockets last quarter
SpaceX's Q2 filing shows $15.83B of AI capex against $1.17B on Space — 86% of all capital spending. Only Starlink earns. What SPCX investors are actually buying.
The 9 best-performing AI stocks of Q3 — and not one is a chipmaker
We ranked 41 US-listed AI stocks by Q3 performance. Enterprise software is up 33.5% at the median, semiconductors down 14.6%, and no chipmaker made the top nine.
NHTSA audits Tesla Cybercab’s safety certification after Austin launch
NHTSA opened its Tesla Cybercab audit on September 4. The review examines self-certification for a vehicle without a steering wheel or pedals.
Nvidia in talks to anchor Anthropic IPO at $2 trillion valuation: Reuters
Reuters reports Nvidia is in talks to invest in Anthropic’s IPO, which could raise $100 billion at a $2 trillion valuation. The terms remain tentative.
Tesla's robotaxi finally works. Just not on the cars it sold you
Tesla's Cybercab is heading into robotaxi service this month on hardware no customer car has. The fleet that finally drives itself is the one Tesla kept.
Intel Just Asked Investors for $15 Billion. The Timing Is the Whole Story
Intel announced a $15 billion stock offering and INTC fell 3.5%. Why sell after a 175% rally — the dilution math, the foundry bet, and what happens next.
Grok on Amazon Bedrock Has an Enterprise Portability Catch
Grok 4.3 reaches Bedrock through Mantle, but runtime incompatibility, regional limits, retention, and retry behavior make enterprise portability conditional.
SpaceX Stock Hit an All-Time Low a Day After Joining the Nasdaq-100
SPCX hit an all-time low of $145.20 a day after joining the Nasdaq-100, down a third from its peak. Inside the lockup wall and float math driving the fall.
Tesla Deliveries Today: Three Numbers That Will Move Tesla Stock
Tesla's Q2 2026 delivery report lands July 2 against a 406,024 consensus. The production gap and the energy-storage line will decide how Tesla stock reads it.
Cerebras's First Earnings Test Isn't Profit — It's Who's Buying
Cerebras reports its first results as a public company on June 23. The per-share loss matters less than its $24.6B backlog and ~86% UAE revenue mix.
How Elon Musk Reached the Trillion-Dollar Question: What Actually Changed
A deep editorial read on how Elon Musk moved from high-end billionaire status to the trillion-dollar valuation conversation, with a focus on cash-generating base, optionality discipline, and valuation proof points.
SpaceX IPO: Priced As An Orbital Infrastructure Stack, And Only One Layer Earns
SpaceX priced its IPO at $135 (about $1.75 trillion) on June 11 and lists as SPCX on June 12. Its S-1 shows Starlink earning $4.4 billion while launch and AI lose money. A layer-by-layer read of what the price assumes.
Tesla Is Today's Search Magnet. The Upgrade Didn't Save It
Tesla drew the market's attention after JPMorgan upgraded TSLA, but the stock still fell as investors demanded proof on robotaxi, Optimus, and AI.
SpaceX News: Starship's FAA Pause Masks a Bigger Starlink and Starshield Lock-In
SpaceX's Starship FAA pause is real, but Starlink scale, Starshield's $2.29B Space Force award, and Artemis dependency show the bigger orbital infrastructure story.