Shopify Is Not Winning the AI Search War. It Built the Road.
Q2 revenue beat by $130M. The AI traffic data is real. But the infrastructure play underneath it is what changes…
Finance
Five Gauges That Tell You If the AI Rally Has Legs
The debate is not bull vs. bear. It is which numbers to watch.
Two Headlines Just Flipped the Monday Open
Middle East diplomacy and $400B pharma talks are reshaping where money moves today.
SpaceX Went Exclusive With Nvidia. The Stock Fell Anyway.
A 92% revenue jump, a $15.8B AI capex quarter, and a Vera Rubin partnership that nobody else can match —…
AMD Pops Before Q2 Earnings. The 14GW Deal Is on Trial.
The gigawatt commitments are signed. Tonight AMD must show the revenue is real.
The $400B Pharma Bet Wall Street Can’t Quite Believe
AZN-BMY merger talks just split the healthcare trade.
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…
Trade Desk Is Down 76%. August 6 Is the Reset.
The worst is likely in the price. The Kokai bet and CTV tailwinds are not.
OXY Is the Highest-Beta Oil Trade in America. August 5 Is the Test.
Brent crude near $93 and a new CEO meet Q2 earnings on August 5.
NOC Is Down 32% From Its High. The Backlog Just Hit $105B.
A record Q2 beat and raised guidance still haven't closed the gap to the March peak.