Google's price attack on Anthropic and Microsoft shows who can cut and who bleeds.
Google’s Price War Hits Snowflake’s Meter
Wednesday’s Q2 report tests whether consumption-billed AI workloads can expand faster than Google cuts the cost of running them.
GEV Has a $176B Backlog. The EPS Miss Is Not the Story.
GE Vernova's Q2 EPS miss sent shares lower. The order book shows investors focused on the wrong number.
HY OAS at 275bp: the number equities must watch
The spread level where credit stops being a tailwind and starts driving asset prices.
Micron’s Pricing Power Has a $30 Witness
Amazon's Echo Dot hike backs what Micron has shown all year: a DRAM shortage that is lifting memory profits, with…
Dell Reports Tuesday. One Line Decides Everything.
AI server revenue of $16.1B in a single quarter was remarkable. The ISG operating margin at 10.5% was not. Tuesday’s…
What Long-Term Apple Holders Should Do Now
A $2,000 foldable iPhone, a split cycle, and memory costs change the math for AAPL investors heading into Sept. 9.
Autodesk Raised the Bar Again. The Stock Sold Off Anyway.
ADSK beat revenue, beat EPS, and raised full-year revenue guidance. A soft Q3 EPS guide was enough to send shares…
Eaton Is the AI Trade Nobody Calls AI
Record Q2 sales, a Trane partnership, and a 307 GW data center backlog that compounds quietly.
Sector Payoff Table: How to Position for Nov. 3
With House control priced as a likely Democratic flip, the Senate coin-flip is the variable that changes the capital allocation…