Record Q2 sales, a Trane partnership, and a 307 GW data center backlog that compounds quietly.
COIN Has a Sept. 15 Date With Congress
The CLARITY Act cloture vote is the one midterm event that could actually move Coinbase's earnings line, not just its…
The September Countdown Is Already Priced Wrong
Freeport restarts this week, EU storage is still below normal, and the Russian LNG cutoff clock is running. The TTF-to-Henry-Hub…
Kohl’s Wednesday Report Is a Balance-Sheet Test
After Walmart’s comp-driven selloff, mid-tier retail’s tolerance for declining revenue has narrowed sharply.
Nvidia Is Now a Power Broker
Three power-infrastructure bets in one month suggest a supply-chain strategy that many investors are treating as philanthropy.
MRNA Doubled on Data Nobody Has Seen Yet
INTerpath-001 topline moved the stock 177% in one day. Hazard ratios, p-values, and survival curves were not released.
Cheaper AI Tokens Are Nvidia’s Best Growth Catalyst
The Jevons Paradox is alive in the GPU market. Falling token prices expand the addressable universe of AI workloads, and…
IBM Is Building an AI Delivery OS. OpenAI Is the Latest Module.
The model is not the moat. IBM's Consulting Advantage platform is the real strategic bet, and the OpenAI deal is…
The $78-Per-Share Spread Nobody Disclosed
The Adit Ventures case is a warning for pre-IPO funds promising access to SpaceX, Klarna, and the next blockbuster listing.
Barrick Beat on Ounces. Costs Won the Quarter.
Production beat guidance. Costs hit cash flow. The IPO catalyst is just getting started.