Agnico Eagle and Kinross just posted record cash flow. Newmont is shrinking while costs rise.
ROST Near Highs. Now It Has to Prove It.
Q2 reports Thursday. The comp math Ross published is the warning nobody is leading with.
The Best Earnings Season Since 2008 Is Now the Problem
A record Q2 beat rate has raised the bar so high that even a strong H2 may disappoint.
$4 Gas in Mid-August. It Has Never Happened Before.
The refiner trade is the cheapest seat at the most expensive pump in recorded history.
Nvidia Just Turned GPUs Into Collateral
A $500 billion financing consortium reframes AI compute as infrastructure debt. The real debate is whether chips can hold their…
SMCI’s Margin Flip Looks Real. Cash Is the Trap.
Gross margin doubled overnight. The $60B backlog is not revenue. And the balance sheet funding this order book is already…
Gulf Capital Is Going East. Two Deals Explain Why.
Ooredoo just committed $800M to Indonesia and Mubadala is weighing $6.3B in Japan. The Asia pivot is no longer a…
NVDA Is Up 10% This Week. August 26 Is the Only Number That Matters.
SpaceX went exclusive, hyperscalers raised capex again, and the stock is still 8% below its all-time high. Here is what…
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.
TTD Just Guided for Negative Revenue Growth
A Q3 guide implying a 12% revenue decline tells you something the earnings headline does not.