Search results for StoneX
Mobility
Tesla Q3 delivery forecasts diverge, seen at 420,000 to 482,000
Wall Street forecasts for Tesla\'s 2026 third-quarter vehicle deliveries vary widely, with estimates ranging from 421,758 to 482,000 units, a gap of more than 60,000. Tesla is set to report third-quarter production and delivery results on Oct. 2 but has not disclosed its own analyst consensus. Some institutions have recently lowered their estimates, citing weak August sales in the United States and China. Most forecasts also imply declines from both a year earlier and the prior quarter.
Crypto
STRC price drop spurs TerraUSD comparisons; Benchmark says approach is wrong
Strategy\'s preferred stock STRC has fallen below its $100 par value, prompting some social media comparisons to the TerraUSD-Luna collapse. Benchmark-StoneX analyst Mark Palmer said the comparison is fundamentally misguided because STRC is not a stablecoin and is not supported by algorithmic arbitrage or confidence in a token structure. He said STRC is indirectly based on Strategy\'s bitcoin holdings and its financing model, though weakness could slow fundraising.
AI & Enterprise
AI infrastructure financialisation gains momentum as major investment banks take interest
As hundreds of billions of dollars pour into AI infrastructure, financial markets are shifting and efforts are growing to financialise capital flowing into the sector. Products could emerge that allow trading of computing power costs, including futures tied to GPU rental prices. The Information reported that investment banks, exchanges and data providers are competing to make GPU rental rates an official tradable asset, with Goldman Sachs and JPMorgan exploring listings by year-end.
