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NET Is Up 16%. The Traffic Number Is the Real Story.
Google’s Brain Drain Is the Real Problem
APP Lost $40B in Value on a $16M Miss
Cook Just Moved the September Hike Odds. August 12 Is the Next Vote.
Snap Beat Q2. The North America Problem Is Still Real.
The Defense Trade Is Not What You Think — Here’s How to Actually Position It
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The Defense Trade Is Not What You Think — Here’s How to Actually Position It

Between Iran ceasefire signals, record backlogs, and Palantir’s 85% revenue surge, the defense sector just got a lot more complicated.

May 28, 2026

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  • NET Is Up 16%. The Traffic Number Is the Real Story.
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