Sentiment at 51, Spending Still Standing. Pick Your Side.
Two consumer data points this week tell opposite stories. The PCE on Friday decides which one the market believes.
IAMGOLD’s Reversal
August 24, 2026 IAMGOLD’s $1B Reversal Côté hit nameplate, net debt flipped to net cash,...
IBTA’s 48% Surge Deserved a Closer Look
Ibotta returned to growth a quarter early. The bear case is still alive inside the numbers.
Broadcom’s $100B Moment Is 11 Weeks Away
TITLE: Broadcom’s $100B Moment Is 11 Weeks Away SUBTITLE: The custom silicon king reports September...
Netflix Is Down 41%. Ackman Bought Anyway.
Here is the situation: the same week Bill Ackman disclosed a new 3.15 million-share stake...
Crypto Equities Just Had Their Best Week in Years
Bitcoin crossed $77,000 last Friday. That alone would have been news. What made this week...
SPCX Is Down Today. November Is the Real Test.
Today's unlock is small. November's 1.3B-share Q3 tranche is the stress test that matters.
The $65B Number Is About to Meet an Auditor
The public S-1 could land this month. How much ARR survives GAAP scrutiny?
CRM Reports in Four Days. The Only Number That Matters.
Salesforce is down roughly 23% from its 52-week high and rallying hard into its most...
The Primary Market Machine Is Running at Full Speed
A record-pace bond issuance cycle and a transformed IPO access model are rewriting what retail investors can actually do in…