Wolfspeed reports Q4 results on August 19 with a 932.81% borrow fee and a nine-day-old LITEON partnership....
Money
A $10B margin loan on private OpenAI shares, $40B of OpenAI bridge debt due March 2027, and...
The real question isn’t whether Berkshire’s new CEO is deploying capital. It’s whether he’s deploying it well...
He entered MSFT at $415, exited near $490. He closed an Oracle short that paid roughly 51%...
The GAAP loss is real. So is the per-share Bitcoin math.
A cyberattack stole Q1. Now Q2 has to show whether the recovery is real.
Earnings topped estimates and guidance went up. Geopolitics brought it back down.
Margins nearly doubled overnight. August 11 is when the math gets tested.
FDA cleared modified-risk claims. The smoke-free transformation is accelerating.
Value-added services up 25%+ and a $20B buyback. July 28 is the number that matters.
