A $1.4 trillion headline distracts. The injunction could break Meta's model.
Two Reports Just Killed the September Hike
July CPI hit 3.4% as hiring turned negative. The Fed hold case is now the consensus trade.
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.
DayOne Files for $5B IPO. Now What?
A confidential SEC filing targets next quarter. The company was engineered specifically for this moment, and the market just told…
Google’s AI Reshuffle Is a TPU War
The Hassabis shift and the Dean exit are symptoms. The chip allocation fight is the disease.
Wendy’s Lost Its #2 Ranking. The Stock Has No Floor Yet.
Six straight quarters of U.S. sales declines, a halved dividend, withdrawn guidance, and a new CEO who told Wall Street…
Toast Is Down 47% From Its High. The Google Deal Changes the Math.
A record 9,500 locations added, ARR at $2.4 billion, and an agentic ordering protocol co-built with Google. The stock still…
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.
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.