SpaceX went exclusive, hyperscalers raised capex again, and the stock is still 8% below its all-time high. Here is what…
Trump Media Killed Its CRO Bet. The Real Story Is What’s Left.
August 8, 2026 Trump Media Killed Its CRO Bet. The Real Story Is What’s Left. A $6.42B CRO plan unraveled…
NET Is Up 16%. The Traffic Number Is the Real Story.
AI agent requests on Cloudflare's network grew 1,700% year-over-year. The monetization rails are just going live.
Rivian’s R2 Is Rolling. Q4 Is the Proof.
August 7, 2026 Rivian’s R2 Is Rolling. Q4 Is the Proof. The vehicle is real and demand is running ahead…
TTD Just Guided for Negative Revenue Growth
A Q3 guide implying a 12% revenue decline tells you something the earnings headline does not.
Palantir Just Made the Melt-Up Feel Real
A $3.5 trillion Nasdaq 100 rebound in four days needed proof. Palantir’s Q2 results helped make the case.
Meta Has a Coding Agent. The Price Is the Weapon.
Muse Code launched today. The benchmark talk matters less than pricing.
Arista Just Crossed $3B in a Quarter. The Customer Signal Is Bigger.
Ullal's promise to add one or two new 10%-plus revenue customers before year-end changes the concentration calculus entirely.
SpaceX Is No Longer a Rocket Company. The Market Hasn’t Decided What It Is.
Rockets are 12% of revenue. The $18.4B AI capex bill is why the stock fell anyway.
IBM Is Down 24% This Year. The CEO Just Said 2028.
A $10B quantum bet, a historic stock collapse, and a CEO putting earnings timelines on the record.