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.
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.
Oil Is Back at $90. The $100 Question Is Real.
Iran just shattered the ceasefire lull. Here is which sectors win, which bleed, and what traders need to watch over…
Meta Reports Tomorrow. The Cloud Bet Is the Hidden Number.
A potential $10B Anthropic deal could turn $125B–$145B in AI spending into a revenue offset.
The Global Tariff Regime Just Changed Overnight
Three simultaneous trade actions are rewriting the rules for nearly every importer in America.
Nvidia Is Now Backing $250B for OpenAI
The chip giant is financing the infrastructure it sells into.
OXY Is the Highest-Beta Oil Trade in America. August 5 Is the Test.
Brent crude near $93 and a new CEO meet Q2 earnings on August 5.