Strip Out the Investment Gain. Does Claudeforce Still Hold?
Salesforce’s 23% surge deserves scrutiny on cRPO and Agentforce ARR, not the $5.90 EPS that investment gains inflated.
Diesel Cracks Tell a Different Story Than Brent
Russia’s export curbs and record refinery strikes keep diesel tight even as crude softens on Hormuz hopes.
Nvidia Beat Everything. The Margin Line Is the Trade.
Revenue of $96.2 billion and $108 billion Q3 guidance cleared every bar, but a gross-margin guide cut is where the real positioning question lives.
What Warsh Says Friday Changes the Rate Picture
A divided Fed, a hawkish dissent bloc, and a chairman who refuses to telegraph moves: here is what investors should be preparing for before he speaks.
ALB Target Cut to $140: Watch These Battery Tickers
JPMorgan cut Albemarle’s December 2027 target Tuesday as lithium prices soften. SQM, PLL, and LAC moved with it.
COIN Has a Sept. 15 Date With Congress
The CLARITY Act cloture vote is the one midterm event that could actually move Coinbase’s earnings line, not just its stock price.
The September Countdown Is Already Priced Wrong
Freeport restarts in late August as EU storage lags seasonal norms.
Robinhood Is Now Out-Earning Crypto With Prediction Markets
Last week’s CFTC fireworks matter long-term. But Robinhood’s event-contract revenue is already visible in the latest quarterly results.
SoftBank’s Retail Bond: Who’s Really at Risk?
Japanese households are being asked to fund OpenAI at 4.3% to 4.9% on paper rated BB+ by S&P. The committee thinks the payoff asymmetry runs in the wrong direction.
CRM Reports in Four Days. The Only Number That Matters.
Agentforce ARR grew 205% last quarter. August 26 reveals whether that was a peak or a floor.