A massive EPS beat, raised guidance, and the September 30 deadline hit together.
Category: Top News
The Regulation Nobody Talks About Is Building the Edge
Data-sovereignty laws are pushing some workloads out of the cloud and into local hardware. That is a real edge computing…
A Great Story. But Is SPCX the Right Stock?
Musk just pulled Starmind forward by a year. The question investors need to answer is whether the upside belongs to…
The $65B Number Is About to Meet an Auditor
The public S-1 could land this month. How much ARR survives GAAP scrutiny?
Chips Can’t Be Made Without Tungsten. China Just Proved It.
APT prices have surged since early 2026. Almonty is ramping Sangdong and just expanded a 21-year offtake tied to current…
The Cloud Just Got a Quantum Layer
Oracle and Quantinuum aren’t announcing a research project. They’re announcing the architecture of the next computing stack.
The $100B Refund Most Investors Ignore
Washington is refunding more in tariffs than it collects. Gold is a quiet beneficiary.
The Jobs Miss Just Lit the Fuse for $5,000 Gold
UBS mapped three conditions for gold’s next leg. Friday’s payrolls report just satisfied the most important one.
Snap Beat Q2. The North America Problem Is Still Real.
Revenue jumped 19% and the stock surged. One user metric tells a different story.
AMD Pops Before Q2 Earnings. The 14GW Deal Is on Trial.
The gigawatt commitments are signed. Tonight AMD must show the revenue is real.