Broadcom’s $100B Moment Is 11 Weeks Away
The custom silicon king reports September 2. Two engines are running. One number decides everything.
The Network Layer Is Now the Hottest Trade in AI
ANET just delivered its first $3 billion quarter. AVGO is guiding to $16 billion in AI chips for Q3. September…
PLTR Grew 93%. The Multiple Is Still the Fight.
Hey there, bargain hunter. The quarter was not ambiguous. Palantir reported $1.935 billion in Q2...
IBTA’s 48% Surge Deserved a Closer Look
Analyst Targets Needham: Buy, $45 price target Evercore ISI: In-Line, $42 price target (raised from...
The $65B Number Is About to Meet an Auditor
The public S-1 could land this month. How much ARR survives GAAP scrutiny?
IBTA’s 48% Surge Deserved a Closer Look
Ibotta returned to growth a quarter early. The bear case is still alive inside the numbers.
The Feedback Loop Bonds Cannot Escape
BofA's Hartnett says the debt-service spiral is the real threat, not the round number.
The $40T Signal Gold Is Reading Correctly
The Treasury buyback surprise, $7.93T in cash, and a yield curve that just broke its own rules.
ETON’s 43% EBITDA Margin Is the Number Wall Street Missed
Revenue doubled. The margin story behind it is what changes the long-term math.
The Margin Story Is No Longer Theoretical
The S&P 500 closed at 7,757.64 on August 7, 2026, at a record high, after...