Salesforce’s Valuation Gap Is the Opportunity
Agentforce logged 3.2 billion Agentic Work Units in one quarter. The stock still prices in deep skepticism.
Commodities
A 66% Chance of a Rate Hike Should Change What You Own
ISM was fine at 54.6, but Prices Paid stayed at 71.1 and Governor Barr’s warning means cyclicals face a different…
CYTK Has Cash, Revenue, and a Catalyst. Does That Clear the Bar?
Aficamten's ACACIA win removes the binary risk that has kept a lid on the stock. Here is how the risk-reward…
Five Prints in Six Days: How to Trade the Data Gauntlet Into the September FOMC
The benchmark revision resets every assumption entering the most consequential data week of the year.
The Designation That Can’t Stick: What DoD’s Anthropic Loss Costs Its Rivals
A court just ruled that supply-chain risk labels can be weaponized as retaliation. The buy side should rethink how it…
Two Surging Stocks Built to Compound
CACI and Gartner are surging for different reasons. Both have durable compounding math.
Dead Airlines Are the New Training Sets
Google’s $10 million Spirit buy is a preview of how AI labs may feed themselves when clean data runs out.
Nike Is Repeating Its Worst Mistake
The China distribution reset mirrors the DTC pivot that hurt Nike in North America.
Iran Just Set a 2029 Clock. MPC Is the Trade.
An Iranian adviser signaled the Hormuz standoff may last into 2029. Marathon Petroleum just posted $17.73 in adjusted EPS. The…
SMCI’s Margin Doubled. That’s the Number That Matters.
A revenue miss still sent SMCI up about 10%. Gross margin rising to about 17% is rewriting the investment case.