McKesson's $2.25bn Precision deal adds clinical research heft to its fast-growing oncology segment.
Micron’s Pricing Power Has a $30 Witness
Amazon's Echo Dot hike backs what Micron has shown all year: a DRAM shortage that is lifting memory profits, with…
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.
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.
The Real Recall Story Is One Tier Up
21 million camera recalls point to suppliers, not OEMs
Oracle Just Partnered With Its Biggest Rival
AWS signed. The stock is down 59%. The backlog is $638B. One of these is wrong.
The $40T Signal Gold Is Reading Correctly
The Treasury buyback surprise, $7.93T in cash, and a yield curve that just broke its own rules.
DDOG Beat Everything. One Customer Broke It.
A 36% revenue surge, a raised guide, and a 19% selloff, inside the single metric that overrode every headline number.
The Harness War Starts Today
DeepSeek just went public with its plan to unseat Claude Code. The real fight is not about benchmarks.
SMCI Guided Up to $72B. The Cash Flow Hole Is Real.
A fiscal 2027 revenue target 37% above consensus is the headline. Negative $6.8B in operating cash flow is the question…