A $4.7 billion buyback, a $3 billion ad business, and Ackman re-entering after a multiple reset.
Day: August 23, 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.