The diesel crack spread hit a record $108 intraday. Here is which side of that trade you want to be…
Microsoft Keeps Getting Sued Over AI. Does It Matter?
The copyright cases against OpenAI and Microsoft are growing. Here is how to think about it as an investor.
Intel Has Already Doubled. The Factory Is the Only Question Left.
Dell's 122% server revenue jump shows CPU demand is rising. Whether Intel's foundry can stop losing about $2 billion a…
Broadcom AI Revenue Tripled. The Stock Fell Anyway.
A 221% surge in AI chip sales and a path to $230B by FY2028 still drew a 5% drop.
Five Below Raised Guidance While Lululemon Sank. That Gap Is the Trade.
Five straight quarters of double-digit comps, 52 new stores, and a $600 million buyback make Five Below the clearest buy…
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…
Agentforce Is Real. CRM’s Stock Price Hasn’t Caught Up.
U.S. Army rollout, 240% ARR growth, and a guidance raise still haven’t closed the gap between Salesforce’s fundamentals and its…
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…
The Fed’s Beige Book Drops at 2pm ET Today
With crude back above $90 and core PCE still running at 3.3%, the Beige Book is the last qualitative test…