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…
Apple Reports July 30. A Leadership Change Makes It Bigger.
Apple is reporting fiscal Q3 2026 earnings on July 30. Most quarters, that’s a big...
Safe Assets Are Not What They Used to Be
T-bills still pay. Long Treasuries are bleeding. The $7.93 trillion parked in money markets is sitting on a reinvestment clock…