A $4.7 billion buyback, a $3 billion ad business, and Ackman re-entering after a multiple reset.
Year: 2026
The Network Layer Is Now the Hottest Trade in AI
The Layer Nobody Is Watching Is Running the Table The S&P 500 closed Friday at 7,674, up 0.43% on the…
The Oil Trade Nobody Wanted — Until Now
Energy was supposed to be dead money. And then it wasn’t. Through the first half of 2026, the Energy sector…
Oracle Just Partnered With Its Biggest Rival
AWS signed. The stock is down 59%. The backlog is $638B. One of these is wrong.
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.
Palantir’s Government-to-Commercial Pivot Is Generating Real Revenue – The Market Is Starting to Believe It
Subject Line: Palantir Just Posted Its Best U.S. Commercial Quarter Ever. Here Is What Changed. Meta Description: Palantir Technologies delivered…
Micron’s CEO Just Called Time on the Boom-Bust Clock
☰ ☰ Micron’s CEO Just Called Time on the Boom-Bust Clock ☰ A $10 billion research lab, a 50% supply…
Cerebras CS-4 Claims 30x Speed. Now Talk Margin.
The speed claims may hold. The margin path and customer concentration are what investors are debating.
The $40T Signal Gold Is Reading Correctly
The Treasury buyback surprise, $7.93T in cash, and a yield curve that just broke its own rules.
The $65B Number Is About to Meet an Auditor
The public S-1 could land this month. How much ARR survives GAAP scrutiny?