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.
Snap just had its best quarter in years
August 4, 2026 Snap’s Best Quarter in Years Big EBITDA jump, a fading user base in the U.S., and AR…
GM’s Hybrid Bet Is Hiding in a Corvette
The Grand Sport X is the only hybrid GM sells in the U.S. That says more about electrification credibility than a dozen press releases.
CAT’s $63B Backlog Is Real. The Margin Story Is the Test.
Q2 earnings hit Tuesday. One segment number decides everything.
CORZ: $24B Backlog, $6B Market Cap
August 3, 2026 CORZ Is Down 32%. The $24B Backlog Hasn’t Moved. A full trading plan for the AI infrastructure…