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.
CRM Reports in Four Days. The Only Number That Matters.
Agentforce ARR grew 205% last quarter. August 26 reveals whether that was a peak or a floor.
Broadcom’s $100B Moment Is 11 Weeks Away
TITLE: Broadcom’s $100B Moment Is 11 Weeks Away SUBTITLE: The custom silicon king reports September 2. Two engines are running.…
Find out what Wall Street’s buying next
August 22, 2026 Apple Cuts Siri, Vision Pro Teams Featured: Apple Cuts Siri, Vision Pro Teams Sponsored Editor’s Note: Jason Bodner…
The July Flush Was a Fund, Not a Fact
SanDisk’s selloff was flow, not fundamentals. Understanding that distinction is the trade.