August 28, 2026 At 86 times revenue, the Hugging Face deal is not a financial transaction. Start with the price…
Strip Out the Investment Gain. Does Claudeforce Still Hold?
Salesforce's 23% surge deserves scrutiny on cRPO and Agentforce ARR, not the $5.90 EPS that investment gains inflated.
2:59 PM Friday. Make This Trade.
August 27, 2026 Bonus Content: Which Multinationals Actually Earn China Sponsored Everybody wants to know. How does Tim Sykes profit…
CRM’s 23% Jump Hides a Harder Question
cRPO acceleration is real, but the market is pricing Claudeforce as if the value-capture question is settled.
Revolution Medicines Built a Platform. Rasonque Is the Opening Move.
August 27, 2026 The RAS franchise that could reshape pancreatic cancer, then move to lung and colorectal cancer. For four…
Crypto Has a Date: Sept. 15. Here Is How to Trade It.
Bitcoin is up about 22% in a month on Clarity Act momentum and a short squeeze. The Senate cloture vote…
The hidden answer to AI’s 8,000% energy surge
August 26, 2026 Bonus Content: When the Input Goes to Zero, Who Keeps the Margin? Sponsored By 2030, AI data…
Buy the Asymmetry, Not the Stock
Dell’s $51.3B backlog and a 15%-plus Nvidia cost shock converge on September 1. Owning shares into that collision is optional.
SpaceX’s $100B Infrastructure Bet
August 26, 2026 SpaceX’s $100 billion vertical-integration bet is a masterclass. There is a short list of capital allocation decisions…
Rebuild the Multiple Before You Judge the Guide
Intuit's FY27 adjusted EPS of $22.88 to $23.12 is not the number the Street was modeling. It never could be.