Wednesday’s Q2 report tests whether consumption-billed AI workloads can expand faster than Google cuts the cost of running them.
Micron’s CEO Just Called Time on the Boom-Bust Clock
A $10 billion research lab, a 50% supply shortfall, and a forward P/E of 6.76 are telling three different parts…
Dead Airlines Are the New Training Sets
Google’s $10 million Spirit buy is a preview of how AI labs may feed themselves when clean data runs out.
DE Is Up 32%. The FY2027 Order Gap Is the Risk.
Deere reports Q3 Thursday. The EPS beat is largely priced in. The end-of-period order signal decides everything.
Alibaba Won the Open-Source War. Now Comes the Bill.
Qwen runs on a billion downloads. Aug. 28 decides if BABA catches up.
The AI Killshot That Is Actually Saving Office REITs
The crowd shorted offices because of AI. AI firms are now the biggest tenants.
The ROIC Question Is Finally Getting Answered
JPMorgan’s latest target raise is about backlogs converting into recognized revenue.
Rivian’s R2 Is in Driveways. Q4 Is Where the Math Gets Real.
A 45% bill-of-materials cut, record demo drives, and a second production shift arriving this October are converging on the most…
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.
XPO Just Beat Q2. Someone Bought 3,680 Puts Anyway.
A record LTL operating ratio and a 16% EPS beat were met with one of the most aggressive put blocks…