@jonfortt

Technology journalist, 25+ years. Creator, Fortt Knox.

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fortt.com
Joined March 2009
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1.9KMedia
Well, $NFLX reports #earnings tomorrow, on the heels of this major workforce cut. Look at the story of how the stock has reacted post-earnings lately, and the stakes get a little clearer.
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Ahead of $META’s Q3 #earnings this week, look at how the stock has reacted to the last four reports, and why:
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What drove the market’s volatility spikes over the past three months? Here’s a detailed look at the #VIX and the headlines:
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I see we have reached the Five Nights at Freddy’s chapter of the simulation
theermann
@theermannOct 16
Introducing Hugo: the first human companion robot. At Boston Dynamics, I was Chief Strategy Officer, bringing robots into the real world. My co-founder, Farbod Farshidian, led research at the RAI Institute. Together, 15+ years teaching robots to run, jump, and work. So we asked: what if robots could connect with people? Hugo runs on the first Vision-Language-Expression (VLE) model. He links what he sees and hears to movement, expression, and gesture. He notices you, reads the room, and reacts in real time. And he's only the first. Dynamic Creatures is @BostonDynamics' official entertainment and hospitality partner. We're building a cast of characters with film studios, resorts, and theme parks. dynamiccreatures.com
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Here’s a look at the 1-month move in the three major indices. Note the #Nasdaq was outperforming over the period, but today is being overtaken by the S&P, with the #Dow close on its heels. Chart as of 11:30ET today.
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$CRWV is still trading well above its $40/share IPO price from March 2025, but way off its June 2025 highs above $180 a share, as #neocloud #AI stocks have been under pressure.
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Strip energy out and producer prices still rose 0.7% in September. That could put pressure on the Fed to hike again this year.
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It was a rough day for $DELL shares in the #CPI-driven sell-off, but don't forget the context: Shares are up 4x in 2026.
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It’s so weird how the long-form CEO interview is getting commoditized. I feel like I’ve seen Satya Nadella do a half dozen in the last two months. I wonder if the value is about to shift from simply showing what they said to pulling signal from it. But that would require a content business model that doesn’t rely on mass attention.
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The real issue with this morning's hot #CPI inflation read isn't the 3.7% headline y/y – it's the .3% core m/m (ex food and energy), when .2% was expected. Despite what you see below, the 0.1-point upside surprise was broad, not shelter-led. Shelter firming 0.3→0.4% explains about half of it; the rest is discretionary/goods pricing the Fed watches for pass-through: used cars +0.7%, recreation +0.5%, airline fares +1.2%, apparel +0.3%, new vehicles +0.2%, medical +0.1%.
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Results from chip equipment maker $ASML appeared to meet a high bar, with revenue matching expectations, EPS beating (thanks to high-margin Installed Base Management upgrades) and gross margins above the guided range. Guidance beat on the top line.
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How much are prices up? Tomorrow's headline #CPI (consumer price index) report is expected to be +3.6% y/y. Here's where the Bureau of Labor Statistics numbers have come in for the past several months.
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Chips are having a rough few days ahead of $ASML earnings tomorrow. Equipment maker ASML's €11–12B guide brackets the ~€11.7B consensus, but Q3 2026 is ASML's first quarter with no net-bookings figure – so it's less clear what the stock will move on.
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Recorded onsite at #ZetaLive26 with @jonfortt. Great conversation on AthenaOS, our Intelligent AI Infrastructure strategy, data sovereignty, and how we’re bringing intelligence across the enterprise. $zeta LG 🚀🚀🚀 Watch the full conversation here: cnbc.com/video/2026/10/09/da…
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It’s the 27th straight expansion month for services, via ISM Services PMI. But there’s a 5.2-pt plunge in Business Activity (56.5) and New Export Orders fell below 50 for the first time in eight months.
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The September jobs number missed by 60k at 29k, and prior months were revised down by 60k.
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A disappointing guide and China weakness kick $NKE where it hurts after hours
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Can Nike just … do it? $NKE enters Q1 earnings with the stock near 12-year lows, partly owing to a drag in the China business. Bulls are looking for a gross margin inflection.
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Big print from $MU: The Q1 revenue guide of $61.5B ± $1.5B and non-GAAP EPS of $38.15 ± $1.00 are both roughly 9% above the Street's ~$56.6B / ~$35.07.
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How much has memory demand spiked in the AI era? Check out this chart of $MU vs. the S&P 500 over the last two years. Just shy of 28x the S&P's return. Micron's up ~927%.
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