Finance

In this month’s “In The Know,” ARK Chief Executive Officer (CEO) and Chief Investment Officer (CIO) Cathie Wood responds to a Bill Ackman tweet on interest costs and inflation, then walks through the charts behind her recent letter.  Most people think they know what is pushing rates higher. Her read is different, and the chart she uses to make the case goes back to 1790. She also covers a 99.99% annual decline in artificial intelligence (AI) inference costs and what that does to prices across the economy, gold peaking right as President Trump named Kevin Warsh as Federal Reserve (Fed) Chairman, and a money growth rate near 5.7% that still is not showing up in inflation. Plus 90% of the world’s data center financing landing in the United States, and what the credit default swap chart she saved for last says about hyperscalers.

Experts predict a “transformative trajectory” for copper demand.

The memory maker’s shares gained after a record quarter and a bigger spending plan. What does its post-report record say now?

You wouldn’t expect that from a company that posted an estimates-beating quarter.

Tesla’s Q3 deliveries of 486,532 vehicles topped consensus estimates by roughly 25,000 units, signaling sustained demand momentum, today, Oct. 2, 2026.

Is Tilray’s situation hopeless?

Rivian’s record Q3 delivery beat lifted shares early before investors refocused on unchanged guidance and the Oct. 29 earnings call, today, Oct. 2, 2026.

Recovering and reusing one half of one fairing saved SpaceX the cost of building two entire Falcon 9 rockets over the last eight years.

Occidental Petroleum, ExxonMobil, and Energy Transfer are still reliable income plays.

The new company has a new name, but the same problems.

MaxLinear stock gained more than 50% last month. Here is what powered the surge and what could trip it up.

Dutch Bros stock has plummeted 40% in the past two months.

The company’s search for its next wave of billion-dollar drugs continues.

The credit facilities provide flexibility for future capital spending, but delays in robotaxi revenue increase Tesla’s funding risks.

Bloomin’ Brands stock lost nearly a quarter of its value in three sharp stages. Here is what hit the shares and what to watch next.

Marvell Technology stock could make a big move after Oct. 6.

The record gross margin in Q2 was an important signal for investors.

X-Energy hasn’t impressed too many investors since its public debut.

3 launches in 13 hours — including the fastest trip to the ISS on record.

Industrial and compute companies should benefit from the rise of humanoid robot protection.