monday.com Reports Into the Quarter It Warned About
With 16-17% growth guided, today's Q3 report tests AI credits
General
Nu Holdings’ Loan Book Is What Thursday’s Report Is Really About
With MELI punished 12% for margin compression last week, Nu's credit quality numbers will decide whether LatAm growth stocks can…
Japan’s Stock Market Crashed 6%. The Yen Barely Moved.
When the currency refuses to follow the selloff, that is a signal worth reading carefully.
Oracle Shifted the AI Bill to Shareholders
A $10 billion stock sale at an 11% discount forces a question large managers must answer: who is funding the…
Brent Is Falling on Iran Diplomacy. Freight Rates Say the Market Is Wrong.
Sinokor’s blacklisting puts nearly 40% of Hormuz crude at risk as oil slides on ceasefire hopes.
Apple Reports Monday. Its Rivals Got Punished for AI Spending. It Won’t.
Alphabet, Microsoft and Amazon poured cash into data centers. Apple rented compute and kept its cash.
Fortinet Fell Over 25% on a Beat. Cybersecurity’s Valuation Problem Is Now Everyone’s Problem.
FTNT’s after-hours collapse signals sympathy pressure on CrowdStrike and Zscaler at Thursday’s open.
Verizon Reports Monday. Two Questions Decide the Stock.
Subscriber gains look real, but SpaceX just added a risk bulls may be underweight.
Constellation’s Running Reactors Are Worth More Than Any SMR Promise
Google's 20-year uprate deal shows the scarce asset is a plant already on the grid.
Nestlé’s Volume Growth Changes the Bond-vs-Staples Debate
With the 10-year Treasury above 5%, Nestlé's return to real volume growth gives long-term investors a reason to weigh defensive…