September 1, 2026 Snowflake’s Real Report Card Q2 FY2027 results due Wednesday Analyst targets ahead of Wednesday’s report: UBS –…
AI Power Bottleneck: Not Chips, Castings
SpaceX’s blade foundry shows who controls AI build speed. Howmet fell about 7.5%.
Building Doors. Who Has Wall St. Missed?
August 31, 2026 Bonus Content: OpenAI’s Hardware Bet Has a Spoliation Problem A note from our friends at i2i Marketing…
Three Labor Reports in Four Days Set September Fed Odds
JOLTS at 10 a.m. today, ADP tomorrow after July's weak 44,000, and Friday's jobs number are the last data points…
Earnings Palo Alto Networks Reports Tuesday
August 31, 2026 Palo Alto Networks Reports Tuesday Tuesday’s Q4 report is the first full quarter with both CyberArk and…
The Browser Is the Breach
Infostealers are feeding ransomware, and remote work is the soft spot.
Nvidia says without this radical device AI can’t scale
August 31, 2026 This tiny piece of glass could be bigger than GPUs Bonus Content: One Chip Market, Two Different…
Myqorzo’s Balance Sheet Meets Its Biggest Catalyst
With $1.7B in cash and a Q4 sNDA plan, Cytokinetics just validated a major untreated corner of HCM.
Marvell’s FY28 Is Now $18B.
August 30, 2026 Marvell’s FY28 Is Now $18B. Record revenue, two straight guidance raises. Analyst Targets Rosenblatt Securities: Buy, PT…
When Your Supplier Is Also Your Enemy
The Cursor cutoff reveals a first principle every long-term investor must stress-test: you do not own a franchise if a…