GS Has Doubled Since April 2025. Now What?
Record equities revenue, a $4T wealth franchise, and a 107% run in 16 months. The debate has shifted from whether Goldman can perform to whether the market has already paid for it.
Is Cloudflare worth $330?
August 7, 2026 Cloudflare at $330: Expensive or Inevitable? Machines now generate more than half of all traffic on Cloudflare’s…
Starlink Is Funding a Black Hole
SpaceX’s only profitable segment posted $1.66B in operating income last quarter. Its AI division consumed $15.83B in capex. That math has a limit.
Five Gauges That Say the AI Rally Has Legs
The debate is not bull vs. bear. It is which numbers to watch, and right now, most of them are flashing green.
SHOP’s Q2 Beat Is the Wrong Story
August 6, 2026 Shopify Built the Road. Q2 was a 34% revenue beat. The AI traffic data is real. The…
Friday’s Jobs Report Is a Rate-Hike Vote
Consensus expects about +90K for July. A beat may push September hike odds higher.
Starlink Is Funding a Black Hole
SpaceX’s profitable segment posted $1.66B in operating income last quarter. AI infrastructure took $15.8B of capex. That math has a limit.
Burry Cashed Out. What’s Left?
August 5, 2026 Burry Took the Money. Now Read the Short Book. His Microsoft and Oracle exits look clean. What…
Arista Just Crossed $3B in a Quarter. The Customer Signal Is Bigger.
Ullal’s promise to add one or two new 10%-plus revenue customers before year-end changes the concentration calculus entirely.
AMD Pops Before Q2 Earnings. The 14GW Deal Is on Trial.
The gigawatt commitments are signed. Tonight AMD must show the revenue is real.