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.
Gold Is Caught Between Diplomacy and the Fed
Trump paused Iran strikes. Oil fell. September policy is still the risk.
The Market Has Closed Three Open Files. It Shouldn’t Have.
Hormuz is still burning, the Fed just produced its most fractured vote in a decade, and a rare earth clock…
Chevron Wins Q2. The Hess Deal Is Why.
A $53 billion acquisition, record US output, and a $4.9 billion downstream swing just separated the two biggest names in…
Big Oil Just Had Its Best Quarter Since 2022
Brent posted its biggest monthly gain since March. Exxon, Chevron, and Shell earned a combined $404 million in profit per…