Ideas worth a closer look
A short research list for your next decision: what stands out, why it matters and where the thesis can fail.
The largest companies at a glance
CompanyThe largest companies at a glance | Price · USDUp to 10 companies tradable here, ranked by market cap. Prices: venue-fair perp median in USD. Changes: rolling 24h / 7 days; — means unknown. Historical comparison quotes precede the target by at most 15 min (24h) or 65 min (7 days). | 24hUp to 10 companies tradable here, ranked by market cap. Prices: venue-fair perp median in USD. Changes: rolling 24h / 7 days; — means unknown. Historical comparison quotes precede the target by at most 15 min (24h) or 65 min (7 days). | 7 daysUp to 10 companies tradable here, ranked by market cap. Prices: venue-fair perp median in USD. Changes: rolling 24h / 7 days; — means unknown. Historical comparison quotes precede the target by at most 15 min (24h) or 65 min (7 days). |
|---|---|---|---|
 NVDANVIDIA Corporation | 231.56 | +0.4% | -1.5% |
 AAPLApple Inc. | 336.54 | 0.0% | +0.9% |
 GOOGLAlphabet Inc. Class A | 352.13 | +0.2% | +2.3% |
 MSFTMicrosoft Corporation | 535.28 | 0.0% | +3.3% |
 AMZNAmazon.com, Inc. | 263.51 | +0.4% | +4.4% |
 TSMTaiwan Semiconductor Mfg. | 455.09 | +0.2% | -4.2% |
 SPCXSpaceX | 164.37 | +0.5% | +3.3% |
 METAMeta Platforms, Inc. | 722.36 | +0.4% | -0.9% |
 AVGOBroadcom Inc. | 366.03 | +0.6% | +2.4% |
 TSLATesla Inc. | 383.74 | +0.2% | +2.9% |
Analyst moves
Morgan Stanley · Oct 9, 2026
HUT Hut 8 Corp.
Morgan Stanley values Hut 8 Corp. well above the current perp price, with a target of $275.
- Price · USD
- 84.99
- Price target · USD
- 275
Overweight
Needham · Oct 8, 2026
APLD Applied Digital Corporation
Needham values Applied Digital Corporation well above the current perp price, with a target of $70.
- Price · USD
- 23.79
- Price target · USD
- 70
Buy
Recent analyst opinions with at least a 15% gap to the current USD perp price. Not an expected return; the thesis may be wrong.
From the listening desk
Michael Moritz · Oct 11, 2026
Moritz argues that selling a compounding winner just because it trades at all-time highs is a mistake, citing Amazon's decades of repeated record highs as proof of the value of holding.
Translated AI summary · Speaker’s opinion, not a trade recommendation. Check the original and risks.
Chamath Palihapitiya · Oct 10, 2026
Chamath argues Adobe's core creative moats are being copied as open source and that headless agents destroy software IP value, so its products are now commoditized.
Translated AI summary · Speaker’s opinion, not a trade recommendation. Check the original and risks.
Where trading was busiest
Average reported 24h volume across three daily observations. Only continuously covered contracts; suspect volumes excluded. Not an exact 72h turnover sum.
Earnings next week
- CCitigroup Inc.before open
- DPZDomino's Pizza, Inc.before open
- GSThe Goldman Sachs Group, Inc.before open
- JNJJohnson & Johnsonbefore open
- JPMJPMorgan Chase & Co.before open
- UNHUnitedHealth Group Incorporatedbefore open
- WFCWells Fargo & Companybefore open
- ASMLASML Holding N.V.before open
- BACBank of America Corporationbefore open
- BLKBlackRockbefore open
- FASTFastenal Companybefore open
- MSMorgan Stanleybefore open
- PGRProgressive Corporationbefore open
- SCHWCharles Schwab Corporationbefore open
- TSMTaiwan Semiconductor Mfg.before open
- IBKRInteractive Brokers Groupafter close
Dates to prepare for, not directional predictions. Earnings can gap through stops; check the latest schedule and position risk.
New listings this week · Funding extremes · Biggest movers (24h)
New listings this week
- new on 5 venues
- new on 3 venues
- new on 3 venues
- new on 1 venues
- new on 1 venues
- new on 1 venues
Newly tracked venues
- Deribit36 stock perp markets
Funding extremes
- +698% APR · longs pay
- +329% APR · longs pay
- +318% APR · longs pay
- +311% APR · longs pay
- +280% APR · longs pay
Volume leaders (24h)
Biggest movers (24h)
Gainers
Losers