August 2, 2026 The Drone War Created a Market. Space-Eyes Is Betting It Can Win It. Featured: The Drone War Created…
Apple Beat Q3. The Real Problem Is September.
A record quarter couldn’t hide a chip crunch that may lift Apple’s costs.
SPCX Is Down 52% From Its High. August 6 Is the Supply Shock.
Short interest at 34% of float, 911.5 million shares unlocking after earnings. The bears are not betting against the business.
INTC: Best Quarter in 15 Years, Down 37%
August 1, 2026 INTC: Best Quarter in 15 Years, Down 37% After Intel’s strongest revenue growth since 2011, the stock…
What Will Nvidia Do Next?
August 1, 2026 The $2.4 Trillion AI Bet Is Splitting in Two Featured: The $2.4 Trillion AI Bet Is Splitting in…
The Market Has Closed Three Open Files. It Shouldn’t Have.
Hormuz is still burning, the Fed just produced its most fractured vote in a decade, and a rare earth clock…
AWS Just Grew 37%. The Real Signal Is the Margin.
Amazon raised capex to $220 billion and free cash flow turned negative. The 39% AWS operating margin is why none…
AWS Just Grew 37%. The Real Signal Is the Margin.
July 31, 2026 AWS Just Grew 37%. The Real Signal Is the Margin. The 39% AWS operating margin is why…
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.
Apple Reports Tonight. This Isn’t Just an Earnings Call.
Tim Cook's final quarter as CEO collides with a $110B revenue test and a margin squeeze nobody fully solved.