Meta Faces a Trial Bigger Than the Number
A $1.4 trillion headline distracts. The injunction could break Meta’s model.
Category: Business
PATH Is Up From Its Lows. September 3 Is the Only Number Left.
UiPath’s agentic pivot is moving from pilot to production. The Q2 report will say whether the market is ahead of the fundamentals or behind them.
SanDisk Is Rewriting the Memory Hierarchy
The $93.9B contract floor answered the cycle question. High Bandwidth Flash is the one Wall Street hasn’t priced yet.
Gulf Capital Is Going East. Two Deals Explain Why.
Ooredoo just committed $800M to Indonesia and Mubadala is weighing $6.3B in Japan. The Asia pivot is no longer a rumor.
Three Risks Markets Have Filed Away as Solved
The Hormuz MoU is failing, the Fed vote was 9-3, and a rare earth deadline is 102 days away. None of these stories is over.
Oil’s $100 Question Is Back on the Table
The options market is pricing Hormuz risk at crisis levels again. Here is what the volatility is actually telling you.
SHW Beat Q2. Housing Is Still Broken. That Is the Point.
Sherwin-Williams gained share without a housing recovery. Imagine what happens when one arrives.
Coinbase Is Down ~62% From Its High. July 30 Forces the Question.
A single sentence from a cabinet official just moved the stock. Q2 earnings are next.
Newmont Just Had Its Best Q2 Free Cash Flow in History. The Stock Is Down 10%.
A $2.2B FCF record and an EPS beat couldn’t stop the selloff. Here is what actually matters now.
SMCI Just Got $60B in One Quarter. The Stock Is Still Down 56%.
Margins nearly doubled overnight. August 11 is when the math gets tested.