A $715 million crypto mark-to-market gain drove almost all of the profit. The revenue story underneath it is harder to…
Microsoft Is Paying People to Leave So It Can Pay for AI
October 30, 2026 A voluntary exit offer for 60,000 workers tests Microsoft’s spending math ahead of earnings tonight. There is…
Reddit’s Revenue Is Soaring. Its Traffic Isn’t.
Revenue grew 53% to $895 million, profits hit a record, and yet the stock lost nearly a fifth of its…
you can’t quit termites
October 29, 2026 Bonus Content: Samsung’s HBM4 Is Now the Tollbooth on Every AI Chip A note from our friends…
Reddit Reports Tonight. Alphabet Already Told Half the Story.
Google’s ad miss looks like AI-driven monetization pressure. Reddit’s Q3 will show whether smaller platforms are benefiting or caught in…
Caterpillar Just Beat Again
October 29, 2026 Caterpillar has become a gatekeeper of the data-center energy build Caterpillar released its third-quarter 2026 results at…
Fortune 1000 brands. Seven-figure contracts.
October 29, 2026 Bonus Content: Lilly’s Obesity Pill Is a Pharmacy-Shelf Product. Today We Find Out If Anyone Is Buying…
T-Mobile Beat Big. The Broadband Play Explains Why.
TMUS's 34% EPS jump and raised guidance point beyond wireless.
Viking’s Oral Phase 3 Makes It a Pricier Prize for Lilly
VKTX launched SUNRISE on Oct. 14. The clock for a Lilly deal is running faster than the market appreciates.
Google Is Selling TPU AI Chips to Oracle. The Revenue Math Is Staggering.
For more than a decade, Google’s Tensor Processing Units were the company’s private edge. Built to keep Google from depending…