Arista Networks grew revenue 58.5% last quarter, beat its own revenue guidance, and guided the current quarter above consensus. The…
Day: November 7, 2026
Lam Research Dropped 40% in a Month. Then It Announced a $25 Billion Buyback.
When a company with record earnings and 54.4% revenue growth announces a $25 billion share buyback, while its stock sits…
“SpaceX Royalty” Payouts – Next Nov. 18
A note from our friends at The Oxford Club(ad) Hello, my name is Marc Lichtenfeld. And thanks to an obscure…
150 years ago, they built a secret Europe…
A note from our friends at The Agora Companies(ad) Back in the 1860s, settlers from France, Italy, and Germany built…
Vistra Rose 10% on Earnings Day. Backlash Didn’t Touch It.
With 2027 EBITDA guidance of $7.7–$8.5 billion and a fresh $1.5 billion buyback, VST is making the clearest case of…