Dell's 122% server revenue jump shows CPU demand is rising. Whether Intel's foundry can stop losing about $2 billion a…
Broadcom AI Revenue Tripled. The Stock Fell Anyway.
A 221% surge in AI chip sales and a path to $230B by FY2028 still drew a 5% drop.
Five Below Raised Guidance While Lululemon Sank. That Gap Is the Trade.
Five straight quarters of double-digit comps, 52 new stores, and a $600 million buyback make Five Below the clearest buy…
Palantir Fell 7% on Google’s Move, Then Bounced Back
Two days of violent swings in PLTR test one question: does Google’s defense-only cyber AI shrink Palantir’s moat, or barely…
Bitcoin Ran 25% in August on ETF Money. September Pushes Back.
Prediction markets put an ~80% chance on BTC dipping below $75,000 in September. Here is what that level means for…
Agentforce Is Real. CRM’s Stock Price Hasn’t Caught Up.
U.S. Army rollout, 240% ARR growth, and a guidance raise still haven’t closed the gap between Salesforce’s fundamentals and its…
CRM Trades at 20x Earnings While Agentforce Accelerates
Salesforce's Q2 FY2027 results show $1.5 billion Agentforce ARR, 14% cRPO growth, and a guidance raise. Dreamforce on September 15…
The Fed’s Beige Book Drops at 2pm ET Today
With crude back above $90 and core PCE still running at 3.3%, the Beige Book is the last qualitative test…
Euro Inflation Hit 3.3%. Neither Central Bank Blinks First.
With the ECB meeting Sep. 9-10 and the Fed Sep. 15-16, EUR/USD is frozen. When it breaks, it will move…
Intuit Is Down About 45% and Just Grew Revenue 14%
INTU's fiscal 2027 outlook spooked investors last week. The business looks sturdier than the chart. But the AI threat is…