Jon Fortt
@jonfortt

Technology journalist, 25+ years. Creator, Fortt Knox.

 In your area
fortt.com
Joined March 2009
1,937 Photos and videos
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.
1
7
758
Jon Fortt retweeted
Agility
@agilityrobotics
12h
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/2026/10/20/pe…
7
4
38
2,767
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:
2
815
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/2026/09/08/bi…
1
1
10
1,073
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:
1
4
754
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.
5
1,138
Ahead of $META’s Q3 #earnings this week, look at how the stock has reacted to the last four reports, and why:
1
3
815
What drove the market’s volatility spikes over the past three months? Here’s a detailed look at the #VIX and the headlines:
1
1
3
1,121
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 asked: what if robots could 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
4
1,361
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.
1
789
$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.
1
2
869
Strip energy out and producer prices still rose 0.7% in September. That could put pressure on the Fed to hike again this year.
5
821
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.
1
5
1,158
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.
4
3
52
9,341
The real issue with this morning's hot #CPI inflation read isn't the 3.7% headline y/y – it's the .3% core m/m (ex food and energy), when .2% was expected. Despite what you see below, the 0.1-point upside surprise was broad, not shelter-led. Shelter firming 0.3→0.4% explains about half of it; the rest is discretionary/goods pricing the Fed watches for pass-through: used cars +0.7%, recreation +0.5%, airline fares +1.2%, apparel +0.3%, new vehicles +0.2%, medical +0.1%.
1
1
19
4,573
Results from chip equipment maker $ASML appeared to meet a high bar, with revenue matching expectations, EPS beating (thanks to high-margin Installed Base Management upgrades) and gross margins above the guided range. Guidance beat on the top line.
6
887
How much are prices up? Tomorrow's headline #CPI (consumer price index) report is expected to be +3.6% y/y. Here's where the Bureau of Labor Statistics numbers have come in for the past several months.
1
4
5
921
Chips are having a rough few days ahead of $ASML earnings tomorrow. Equipment maker ASML's €11–12B guide brackets the ~€11.7B consensus, but Q3 2026 is ASML's first quarter with no net-bookings figure – so it's less clear what the stock will move on.
1
1
4
957
Recorded onsite at #ZetaLive26 with @jonfortt. Great conversation on AthenaOS, our Intelligent AI Infrastructure strategy, data sovereignty, and how we’re bringing intelligence across the enterprise. $zeta LG 🚀🚀🚀 Watch the full conversation here: cnbc.com/video/2026/10/09/da…
4
52
10,989
Load more