An Iranian adviser signaled the Hormuz standoff may last into 2029. Marathon Petroleum just posted $17.73 in adjusted EPS. The…
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.
TEAM’s 13% Guide Is a Head Fake
Atlassian’s FY27 revenue deceleration is a Data Center timing artifact. The cloud engine and Rovo adoption curve tell a different…
Circle’s CEO Says Billions of Agents Are Coming. The Stock Has a Different Problem.
Q2 earnings landed this morning with an EPS beat and a revenue miss. The bigger question is whether USDC can…
Starlink Is Funding a Black Hole
SpaceX's only profitable segment posted $1.66B in operating income last quarter. Its AI division consumed $15.83B in capex. That math…
The Government Just Bought Stakes in Chip Startups
Washington is taking minority stakes in seven chip deals. Intel explains the appeal and the risk.
The $2.4 Trillion AI Bet Is Splitting in Two
Hyperscalers locked in trillions for AI buildouts. This week’s earnings showed who is turning spend into returns.
The Market Has Closed Three Open Files. It Shouldn’t Have.
Hormuz is still burning, the Fed just produced its most fractured vote in a decade, and a rare earth clock…
LMT Just Had Its Best Quarter in Years. The Stock Jumped 10%. The Backlog Is the Real Story.
A record ~$230 billion backlog and a $35 billion THAAD contract just rewrote the Lockheed Martin thesis.
SMCI Just Got $60B in One Quarter. The Stock Is Still Down 56%.
Margins nearly doubled overnight. August 11 is when the math gets tested.