August 23, 2026 AVGO’s $16B Test Is 10 Days Out The Marvell-Google deal just complicated the picture. Sponsored First a…
WMT Dropped 9% on a Guidance Raise
Tariff refunds made the quarter. The Q3 guide reveals the margin question.
LVMH Lost 70 Million Customers
The numbers came out this morning. LVMH reported H1 2026 revenue of 38.6 billion euros, with organic growth of 2%…
LVMH Lost 70 Million Customers
The numbers came out this morning. LVMH reported H1 2026 revenue of 38.6 billion euros, with organic growth of 2%…
The Link Is Closing
August 23, 2026 Crypto, Chips, and Off-Price Retail Featured: Crypto, Chips, and Off-Price Retail Sponsored The download link for my Simple…
SPCX Is Down Today. November Is the Real Test.
Today's unlock is small. November's 1.3B-share Q3 tranche is the stress test that matters.