August 27, 2026 Q2 FY27 beat on revenue, earnings and cRPO. The question today is whether the valuation reset is…
Marvell’s $12.2B Google Bet Reports Tonight
A revenue-linked warrant deal disclosed Aug. 19 sets the stakes. Tonight's earnings test the custom silicon thesis.
Made in America and built to power it
August 26, 2026 Bonus Content: CRWD’s $332.8M ARR Quarter: The Guidance Raise Is the Story Sponsored America is sitting on…
Gold Has Gained 15% This Month. The Fed Is Why It Keeps Going.
From about $4,039 in mid-July to near $4,700, the rally has three drivers, and only one of them is temporary.
The $11-12 Guide Is the Story.
August 26, 2026 The $11-12 Guide Is the Story. How a $2.4 billion Foot Locker acquisition became a $31.9 million…
Don’t Sell September. Do These Two Things Instead.
The calendar is loaded, the data is mixed, and the worst thing a long-term investor can do is treat history…
The “Rockefeller Moment” for coal
August 25, 2026 Bonus Content: HIMS Slides 8%: When the Payment Network Flags Your Subscribers Sponsored In the 1800s, John…
COIN Has a Sept. 15 Date With Congress
The CLARITY Act cloture vote is the one midterm event that could actually move Coinbase's earnings line, not just its…
AVAV’s Sept. 9 Test: Can Earnings Match the Locust Deal?
August 25, 2026 AeroVironment’s Sept. 9 Test: Can Earnings Match the Locust Deal? The Army’s $400M+ laser award reset the…
The September Countdown Is Already Priced Wrong
Freeport restarts this week, EU storage is below seasonal norms, and the Russian LNG cutoff clock is running. The TTF-to-Henry-Hub…