Amazon raised capex to $220 billion and free cash flow turned negative. The 39% AWS operating margin is why none…
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.
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…
Oil’s $100 Question Is Back on the Table
The options market is pricing Hormuz risk at crisis levels again. Here is what the volatility is actually telling you.
Manhattan Associates Just Jumped 22%. The Question Comes Next.
Three straight quarters of record bookings, a $2.47B RPO, and AI agents in production. The premium is no longer free.
Oil Is Back Near $100. The Hormuz Trade Is Not Over.
The ceasefire broke. Brent is climbing again. Here is who wins and who bleeds when the world's most dangerous chokepoint…
LVMH Lost 70 Million Customers
The stock is still down 29% from its peak. H1 results beat a low bar. The real problem runs deeper.
Royal Caribbean Beat Q2. The Stock Fell Anyway.
Earnings topped estimates and guidance went up. Geopolitics brought it back down.
Lam Research Is Up in 2026. July 29 Forces the Real Question.
A $140B wafer fab equipment outlook meets a highest-stakes earnings call in chip equipment.
SoFi Is Down 37% This Year. The Business Never Stopped Growing.
Ten straight profitable quarters, 14.7 million members, and a stablecoin nobody saw coming.