A 1-gigawatt lease from Apollo's Stream looks like cloud escape. The math is more complicated.
Three Numbers That Separate Bounce-Back Stocks
After a correction, some companies sprint back. The balance sheet shows why first.
MercadoLibre Hits $10B Revenue. Stock Is Off 31%.
Back-to-back ~50% revenue growth, a $16B credit book, Q3 on November 4.
Broadcom’s AI Revenue Tripled. Its Stock Is Flat.
AVGO trades near a technical bear market while guiding to $115 billion in AI revenue in fiscal 2027. The gap…
Brent at $106.60 Cuts Both Ways. Here Is How to Stay Long Energy Without Getting Caught Offside.
The Hormuz deal headline that pared crude's $108 spike also revealed exactly which energy names survive a reopening and which…
GD’s $136.5B Backlog Is the Story. The Execution Gap Is the Trade.
General Dynamics has a record backlog, but submarine throughput and Gulfstream completions set the ceiling on how fast that revenue…
OpenAI Breached an Australian Medicare Site. Who Pays?
The incident puts every software vendor on notice, and Microsoft carries more exposure than its stock price reflects.
Valero, Marathon and Phillips 66 Just Got Two Reasons to Sell
A US diesel export ban and a Ukraine energy ceasefire both threaten refining margins, and traders need a plan for…
SoFi Built the Settlement Rails. Now It Wants to Rent Them to Everyone Else.
SoFi is the first national bank to run live card settlement on Mastercard's network via a bank-issued stablecoin. The bigger…
Bitcoin Hits $86,000 and the Crypto Trade Is Back On
A short squeeze cleared $648 million in bearish bets Monday, Strategy bought again, and major crypto stocks followed BTC higher.