A $626 million operating loss, a $104 billion backlog, and a capex guide that just jumped again,...
Business
An Iranian adviser signaled the Hormuz standoff may last into 2029. Marathon Petroleum just posted $17.73 in...
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...
AI bond supply is testing demand. Early September is the real stress point.
Trump paused Iran strikes. Oil fell. September policy is still the risk.
The market sold the headline miss. The portfolio story matters more.
The Hormuz truce is fraying, a Fed hike is now a coin flip, and rare earth deadlines...
A data center downgrade just hit CAT. The Q2 numbers decide if the AI thesis holds.
The automation spinoff just beat Q2 estimates and raised guidance. The market is starting to notice.
