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Sysco’s $29 Billion Deal Shows What EPS Accretion Costs
Broadcom’s AI Revenue Tripled. The Stock Is 30% Below Its High.
Salesforce Must Prove Agentforce Adds Revenue at Dreamforce
Nvidia Has a Washington Problem That No Summit Can Fix
Nvidia Is Down 3% as AI Leaders Talk Slowing Frontier Models
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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