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.
ABTC Lost $57M in Q2. The BTC Count Went Up 14%.
The GAAP loss is real. So is the per-share Bitcoin math.
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August 4, 2026 AMD Up 6% Tuesday. Q2 Is Not the Point. Sponsored If you still haven’t downloaded Your First…
The GDP Number Nobody Is Trading
The 1.5% headline is a distraction. The 6.3% deflator and a 4.5% savings rate are the numbers that decide September.