Fluence Energy Cut Its Revenue Forecast Twice. FY Ends in 12 Days.
FLNC fell about 15% Thursday after slashing FY26 revenue to $2.4B and widening its adjusted EBITDA loss outlook to $200M.…
Commodities
Prologis Has 5.8GW of Data Center Power. Now Comes the Hard Part.
The warehouse giant is scaling AI infrastructure. The balance sheet math deserves scrutiny before Q3 earnings on October 15.
Intuitive Surgical Is 37% Off Its High. Recurring Revenue Says That Gap Is Wrong.
Five straight quarters of beating estimates, 85% recurring revenue, and a decade-low multiple are the case for ISRG right now.
APH’s Order Book Hit $10.7B. Q3 Earnings Are Oct. 28.
A 2-for-1 split, a 1.23 book-to-bill, and IT datacom growing 63% organically keep Amphenol at the center of AI infrastructure…
COO’s 18% Plunge Embeds a Demand Problem That Doesn’t Exist
Inventory cleanup, not collapsing lens demand, drove the miss. Options are still pricing it wrong.
Samsung and SK Hynix Are Collecting a Toll on Phones
HBM4’s three-to-one wafer trade-off is tightening DRAM supply
GitLab Beat Estimates by 33%. The Street Still Says Hold.
A 21% revenue jump and 117% net retention look strong. The question is why Wall Street still won't buy.
Diesel at $5.82 Is Minting Money for Refiners and Draining It from Truckers
The diesel crack spread hit a record $108 intraday. Here is which side of that trade you want to be…
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.
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…