Jon Fortt
@jonfortt
Oct 22
Easy acceleration for hard drive maker $WDC Western Digital, with beats across the board – but the stock is still initially down after hours on a rough market day for tech.
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Jon Fortt
@jonfortt
Oct 22
With oil up and midterms looming, gas prices are both an economic and political issue. This map shows where the pain is highest at the pump today.
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Jon Fortt
@jonfortt
Oct 22
Oil up, Nasdaq down. That’s where the market starts this morning. Here’s where the two have been this year.
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Jon Fortt
@jonfortt
Oct 21
Is gas the new eggs? More fun with charts: Here’s both since 2020. Note the #egg price spike in 2024 that played heavily into that election year. Then note the #gas spike in 2026.
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Jon Fortt
@jonfortt
Oct 21
A look at the price of regular gas over 20 years; we’re at some of the highest levels since the post-COVID spike:
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Jon Fortt
@jonfortt
Oct 20
If there's a nit to be picked with the $SPCX #SpaceX report, it's that #Starlink consumer subscribers at 13.6 million came in light of UBS expectations of 14.3M y/y. But still up 89%. The stock's up after hours on the headline beats.
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Jon Fortt retweeted
Agility
@agilityrobotics
Oct 20
Most warehouse robots still work behind a fence. Digit 5 is engineered to work alongside people.

Our CEO Peggy Johnson joined @jonfortt on @CNBC’s #ForttKnox to talk safety, the labor gap, and why it’s humans and robots — not humans or robots.

Watch the conversation: cnbc.com/video/2026/10/…
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Jon Fortt
@jonfortt
Oct 20
With Salesforce’s $5.66B bid for $BRZE, the question for the market has to be: Should investors have seen more value where Benioff does? Specialist software names have underperformed in an AI infrastructure-driven market. Braze is a textbook example:
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Jon Fortt
@jonfortt
Oct 20
Want to know more about $BRZE, the company $CRM plans to buy for $5.66 billion? Check out my Fortt Knox earnings interview with CEO Bill Magnuson from six weeks ago. (Stock set to open up ~50%):
cnbc.com/video/2026/09/…
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Jon Fortt
@jonfortt
Oct 20
Even as its workforce is in the throes of a shakeup, $NFLX reports earnings today after the bell. Here's what's expected and guided from #Netflix:
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Jon Fortt
@jonfortt
Oct 19
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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Jon Fortt
@jonfortt
Oct 19
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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Jon Fortt
@jonfortt
Oct 18
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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Jon Fortt
@jonfortt
Oct 17
I see we have reached the Five Nights at Freddy’s chapter of the simulation
theermann
@theermann
Oct 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 ould 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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Jon Fortt
@jonfortt
Oct 16
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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Jon Fortt
@jonfortt
Oct 16
$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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Jon Fortt
@jonfortt
Oct 15
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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Jon Fortt
@jonfortt
Oct 15
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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Jon Fortt
@jonfortt
Oct 14
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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