A revenue miss still sent SMCI up about 10%. Gross margin rising to about 17% is rewriting...
Atlassian’s FY27 revenue deceleration is a Data Center timing artifact. The cloud engine and Rovo adoption curve...
The Adit Ventures case is a warning for pre-IPO funds promising access to SpaceX, Klarna, and the...
The stock was down 50% for the year. Then CEO Jeff Tangney said six words that rewrote...
A $10B margin loan on private OpenAI shares, $40B of OpenAI bridge debt due March 2027, and...
The options market is flashing a signal it almost never sends. Here is what it means for...
The real question isn’t whether Berkshire’s new CEO is deploying capital. It’s whether he’s deploying it well...
The U.S. has deployed $26.7 billion across chips, AI labs, quantum, and rare earths. The portfolio has...
SpaceX went exclusive, hyperscalers raised capex again, and the stock is still 8% below its all-time high....
Washington’s critical minerals push is real. The processing gap it ignores is the investment question institutions are...