Record equities revenue, a $4T wealth franchise, and a 106% run in 15 months. The debate has shifted from whether…
Five Gauges That Say the AI Rally Has Legs
The debate is not bull vs. bear. It is which numbers to watch, and right now, most of them are…
Starlink Is Funding a Black Hole
SpaceX’s profitable segment posted $1.66B in operating income last quarter. AI infrastructure took $15.8B of capex. That math has a…
Bessent Says the K-Shape Is Dead. The Data Disagrees.
The Treasury Secretary declared the income divide over on CNBC. Atlanta Fed wage data, Moody's spending figures, and a bifurcated…
Zebra Is Up 20% Today. The Supply Constraint Is the Real Story.
Record Q2 revenue, a 76% EPS surge, and a guidance raise that memory chips could still derail.
Snap Beat Q2. The North America Problem Is Still Real.
Revenue jumped 19% and the stock surged. One user metric tells a different story.
Two Headlines Just Flipped the Monday Open
Middle East diplomacy and $400B pharma talks are reshaping where money moves today.
Intel Beat Q2 by $1.7B. The Stock Fell Anyway.
The market sold the income statement and bought the fear. The real question is what the foundry transformation is worth.
ABTC Lost $57M in Q2. The BTC Count Went Up 14%.
The GAAP loss is real. So is the per-share Bitcoin math.
Big Oil Just Had Its Best Quarter Since 2022
Brent posted its biggest monthly gain since March. Exxon, Chevron, and Shell earned a combined $404 million in profit per…