Dell’s $51.3B backlog and a 15%-plus Nvidia cost shock converge on September 1. Owning shares into that collision is optional.
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.
Moat or Mirage: Testing Brands at Multi-Year Lows
When sentiment crushes a sector, the only question is which businesses will still be exceptional in a decade.
Nvidia Is Circling the Inference Market Again
The Rebellions talks are about inference dominance, a narrowed regulatory corridor, and a Korean government that already said no to…
Klarna Is Selling Less Volume on Purpose
The GMV slowdown is deliberate. Investors pricing it as demand are wrong.
Nvidia Is No Longer Just a Chip Company
The $105B Ohio guarantee makes Nvidia landlord, banker, and arms dealer of AI.
Warsh Says 2%. The 30-Year Says Prove It.
The Fed holds for a fifth straight meeting. The long end of the curve is running its own policy.
OpenAI Hit $40B. Now Price the Loss.
The doubling is real. So is the loss it will take to get there.
The Dollar Just Broke Down. Q3 Earnings Win.
Today’s retail sales shock dents the September hike case and hands large-cap multinationals an earnings tailwind Wall Street hasn’t fully…
Nvidia Is Building a Trillion-Parameter Model. The Real Trade Is the Router.
Nemotron 3.5 Lightning and NeMo Switchyard shipped today. Nemotron 4 is next. The open-weight stack is becoming the API killer.