NET Is Up 16%. The Traffic Number Is the Real Story.
AI agent requests on Cloudflare’s network grew 1,700% year-over-year. The monetization rails are just going live.
Google’s Brain Drain Is the Real Problem
A $195B to $205B capex plan and 82% Cloud growth couldn’t stop the selloff. The exits of the engineers who built Google’s AI foundation are what investors are actually focused on.
APP Lost $40B in Value on a $16M Miss
The FCF drop is a tax timing story. The e-commerce ramp is the real verdict.
Cook Just Moved the September Hike Odds. August 12 Is the Next Vote.
Fed Governor Lisa Cook’s Anchorage speech closes the window on patience. The July CPI reading, due August 12, now decides whether September delivers the first hike in this cycle.
Snap Beat Q2. The North America Problem Is Still Real.
Revenue jumped 19% and the stock surged. One user metric tells a different story.
Gold Is Caught Between Diplomacy and the Fed
Trump paused Iran strikes. Oil fell. September policy is still the risk.
AMD Is Up 121% This Year. A Beat Tonight Won’t Be Enough.
The Q2 number is almost beside the point. The H2 ramp is what decides everything.
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.
Big Oil Just Had Its Best Quarter Since 2022
Brent posted its biggest monthly gain since March. Exxon, Chevron, and Shell earned a combined $404 million in profit per day. The question now is whether the market is pricing peace correctly.
SPCX Is Down 52% From Its High. August 6 Is the Supply Shock.
Short interest at 34% of float, 911.5 million shares unlocking after earnings. The bears are not betting against the business.