Bitcoin Climbs Back Above $100,000

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• Crypto09/20/2026@OddsDesk

  Bitcoin's End-of-2026 Price Settles at Midnight

  

  Starts 01/01/2027 5:00AMSCHEDULED76% CONFIDENCEin 100 daysKalshi^[1][2] settles the event on Bitcoin’s price at 12:00 a.m. EST on January 1, 2027 (05:00 UTC), which is a fixed settlement instant rather than an estimate.

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  Kalshi’s largest crypto event settles on Bitcoin’s price at 12:00 a.m. ET on January 1, 2027, splitting the outcome into $5,000 buckets. On 20 September 2026, with BTC near $80,800, the market’s favourites were $75,000–$80,000 at 14.9% and $80,000–$85,000 at 13.9% — a year that ends roughly where it stood.

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• Crypto09/17/2026@MarketDesk

  Benjamin Cowen Predicts Bitcoin Will Bottom in October 2026

  

  Starts 10/01/2026ESTIMATED72% CONFIDENCEin 8 daysCowen's own timeline, not a confirmed date: he expects the bottom about a year after the cycle's October 2025 top, the same gap as the prior two cycles, unless a deep capitulation event pulls it forward to around May 2026. He has separately named $40,000 - where Realized Price and Balanced Price converge - as the level he watches for that bottom.^[1]

  Benjamin Cowen, founder of Into The Cryptoverse and a former NASA researcher, argues Bitcoin's current cycle should bottom around October 2026 — about a year after its October 2025 peak near $126,000, matching the gap between top and bottom in each of Bitcoin's two prior cycles. He leaves room for an earlier low around May 2026 only if a sharp capitulation event pushes the year's returns well outside the range typical of past midterm-cycle years; CryptoQuant's on-chain models point to a similar September-November window.

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• Crypto09/20/2026@OddsDesk

  Ethereum's 2026 High Is Fixed at Year-End

  

  Starts 12/31/2026SCHEDULED78% CONFIDENCEin 99 daysA year-high market is decided when the year ends: Kalshi^[1] expires the event at 05:00 UTC on January 1, 2027, which makes December 31, 2026 the last day it can be settled on. The date is fixed by the market’s own terms, not estimated.

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  Kalshi’s year-high ladder for Ethereum settles on the highest price ETH touches in 2026. On 20 September 2026, with ether near $2,600, traders gave $3,500 a 30% chance, $4,000 22% and $5,000 9%. Polymarket’s equivalent book was a little more optimistic, pricing a touch of $3,000 at 59.5%.

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• Energy09/23/2026@EnergyDesk

  Babcock & Wilcox Reports Q1 2026 Results, Revenue Up 44%

  Babcock & Wilcox·…1200, East Market Street, East End, Goodyear Heights, Akron, Summit County, Ohio, 44305, United States

  Starts 05/11/2026 10:04AMCONFIRMED85% CONFIDENCE135 days agoStated as firm: the release is datelined "(AKRON, Ohio – May 11, 2026)" with no clock time; the Form 8-K furnishing it (Item 2.02) shows "Accepted 2026-05-11 06:04:10" (ET) on SEC^[4][5] EDGAR and Yahoo^[6] Finance reports shares "surged more than 11% in premarket trading on Monday", so the pin is timed to 06:04 ET (10:04 UTC), ahead of the "Monday, May 11, 2026 at 5 p.m. ET" call.

  First-quarter revenue rose 44% to $214.4 million and adjusted EBITDA rose 296% to $16.1 million, while $81.8 million of non-cash warrant and stock costs left a $79.6 million net loss. Backlog stood at $2.7 billion and the pipeline passed $14 billion.

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• Energy09/23/2026@EnergyDesk

  Babcock & Wilcox Reports Q4 and Full-Year 2025 Results

  1200, East Market Street, East End, Goodyear Heights, Akron, Summit County, Ohio, 44305, United StatesBabcock & Wilcox·…

  

  Starts 03/04/2026 11:40AMCONFIRMED86% CONFIDENCE203 days agoStated as firm: the release is datelined "(AKRON, Ohio – March 4, 2026)" with no clock time, and the Form 8-K furnishing it as Exhibit 99.1 shows "Accepted 2026-03-04 06:40:37" (ET) on SEC^[3][4][5] EDGAR, so the pin is timed to 06:40 ET (11:40 UTC); the call to discuss it came later, on "Monday, March 16, 2026 at 5 p.m. ET".

  Fourth-quarter revenue was $161.0 million and adjusted EBITDA $16.4 million, and full-year 2025 adjusted EBITDA rose 107% to $43.7 million. Backlog reached $2.8 billion with the $2.4 billion Base Electron AI data-centre power project announced the same morning.

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• Energy09/23/2026@EnergyDesk

  Babcock & Wilcox Reports Q2 2026 Results and Raises EBITDA Target

  1200, East Market Street, East End, Goodyear Heights, Akron, Summit County, Ohio, 44305, United StatesBabcock & Wilcox·…

  

  Starts 08/10/2026 8:25PMCONFIRMED84% CONFIDENCE44 days agoStated as firm: the release is datelined "(AKRON, Ohio – August 10, 2026)" with no clock time, and the Form 8-K furnishing it (Item 2.02) shows "Accepted 2026-08-10 16:25:32" (ET) on SEC^[4][5] EDGAR, so the pin is timed to 4:25 p.m. ET (20:25 UTC), just before the "Monday, August 10, 2026 at 5 p.m. ET" call.

  Revenue rose 130% to $319.7 million, $100.7 million of it from the Base Electron data-centre power project, and B&W swung to a $14.3 million net profit. It raised the top of its 2026 adjusted EBITDA target range to $105 million.

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• Energy09/23/2026@EnergyDesk

  Babcock & Wilcox Board Approves $50 Million Share Buyback

  1200, East Market Street, East End, Goodyear Heights, Akron, Summit County, Ohio, 44305, United StatesBabcock & Wilcox·…

  

  Starts 07/13/2026CONFIRMED85% CONFIDENCE72 days agoStated as done in the release datelined "AKRON, Ohio – July 13, 2026": B&W "today announced that its Board of Directors has authorized a share repurchase program of up to $50 million".^[1]

  B&W's board authorised buying back up to $50 million of its common stock, starting after its second-quarter 10-Q, with no expiry date and subject to its lenders. The same day it called its last $61.4 million of 2026 notes for redemption.

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• Energy09/23/2026@EnergyDesk

  Babcock & Wilcox Raises $67.5 Million in Two-Day Stock Sale

  1200, East Market Street, East End, Goodyear Heights, Akron, Summit County, Ohio, 44305, United StatesBabcock & Wilcox·…

  

  Starts 11/07/2025CONFIRMED85% CONFIDENCE320 days agoStated as done in the release datelined "AKRON, Ohio – November 7, 2025": B&W "announced today it has raised $67.5 million ... through its at-the-market (ATM) offering that opened on November 5, 2025".^[1]

  B&W sold $67.5 million of new shares through its at-the-market program in two days, about $50 million of it to a single institutional investor, then paused the sales. The money backs its move into power for AI factories and data centres.

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• Finance05/12/2023@ThePinGang

  Last time Fed Funds Rate was this high, S&P 500 TTM PE was around 18.

  Federal Reserve

  6/ So how has Big Tech fared? Here's a snapshot:$AAPL 29.18 on 1/4, 29.47 now$MSFT 35.39 then, 45.74 now$GOOG 25.78 then, 35.21 now$META 24.37 then, 40.24 now$NVDA 63.47 then, 164.24 now$AMZN 51.35 then, 267.10 now$NFLX and $TSLA are the only 2 with lower PEs today.

  — RJR Capital (@RJRCapital) May 12, 2023

  Starts 05/11/2023UNVERIFIED25% CONFIDENCE3.4 years ago

  Tweet from @RJRCapital (11 May 2023): the last time the Fed Funds Rate was this high, the S&P 500 trailing-twelve-month P/E was around 18.

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• Semiconductors09/23/2026@TechDesk

  TSMC Q2 2026 Results: Record $40.2B Revenue, Capex Raised to $60-64B

  TSMC·…Mandarin Oriental Taipei, 158 Dunhua North Road, Songshan District, Taipei 10548, Taiwan

  Starts 07/16/2026 6:00AMCONFIRMED86% CONFIDENCE69 days agoTSMC's^[1][2] release, datelined "HSINCHU, Taiwan, R.O.C., Jul. 16, 2026", says TSMC "today announced" its second-quarter results, and the call transcript TSMC posts gives "EVENT DATE/TIME: JULY 16, 2026 / 6:00AM GMT" (2 p.m. Taiwan time, as the FTNN report of TSMC's schedule says: "16日下午2時").

  TSMC reported second-quarter revenue of US$40.20 billion, up 33.7% from a year earlier, a 67.7% gross margin and record net income of NT$706.56 billion, guided Q3 revenue to US$44.6-45.8 billion and raised its 2026 capital budget to US$60-64 billion.

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• Energy09/22/2026@EnergyDesk

  DOE Awards the Biggest Exchange in the SPR's Fifty Years

  James Forrestal Building, 1000 Independence Avenue SW, Washington, D.C. 20585, United StatesUS Department of Energy

  

  Starts 05/11/2026CONFIRMED92% CONFIDENCE135 days agoDOE's award announcement is dated 11 May 2026; the 92.5-million-barrel solicitation it answers was issued on 30 April 2026.^[1]

  After soliciting up to 92.5 million barrels from all four storage sites - the largest single exchange in the reserve's history - DOE awarded contracts for 53.3 million on 11 May 2026, at a return premium of about 28 per cent. That is 15.1 million extra barrels owed back to the stockpile.

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• Energy09/23/2026@EnergyDesk

  Babcock & Wilcox Closes $230 Million Stock Offering

  1200, East Market Street, East End, Goodyear Heights, Akron, Summit County, Ohio, 44305, United StatesBabcock & Wilcox·…

  

  Starts 05/18/2026CONFIRMED87% CONFIDENCE128 days agoStated as done in the release datelined "AKRON, Ohio – May 18, 2026", which "announced today the closing of its previously announced underwritten public offering"; the 8-K says "The Offering was consummated on May 18, 2026."^[1]

  B&W sold 12.4 million new shares at $18.50 each, raising about $230 million with the underwriters' extra shares, and Applied Digital bought about 540,500 of them. The money is meant to expand steam turbine and boiler production for AI data centre power plants.

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