A 221% surge in AI chip sales and a path to $230B by FY2028 still drew a 5% drop.
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…
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…
Eaton Is the AI Trade Nobody Calls AI
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.