August 27, 2026 HBM4 is in volume shipments, the fiscal year ends Aug. 28, and MU trades near $963 with…
Category: Newsletters
Palantir’s Maven Moment Changes the Math
August 27, 2026 The Pentagon may be locking in multiyear dollars. The FAA headline is noise. Palantir (PLTR) is trading…
COIN Has a Sept. 15 Date With Congress
August 26, 2026 The CLARITY Act cloture vote is the one midterm event that could actually move Coinbase’s earnings line,…
CSX Is the Cleaner Rail Play Right Now
August 26, 2026 As UP and NS brace for a 2027 STB timeline, CSX is raising guidance with no merger…
Robinhood Is Now Out-Earning Crypto With Prediction Markets
August 25, 2026 Last week’s CFTC fireworks matter long-term. But Robinhood’s event-contract revenue is already visible in the latest quarterly…
Oracle Just Partnered With Its Biggest Rival
August 25, 2026 AWS signed. The stock is down 59%. The backlog is $638B. One of these is wrong. Eight…
Okta’s AI Identity Bet Faces Its Biggest Test Wednesday
August 24, 2026 Q2 results after the close will show whether machine-identity demand is real revenue or a talking point…
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…
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…