DE Is Up 32%. The FY2027 Order Gap Is the Risk.
Deere & Company reports its fiscal third-quarter results before the open on Thursday, August 20....
Amazon’s Book Destruction Is an AI Data Alarm
A Las Vegas warehouse shows how intense the training data race is, and what it means for Amazon’s frontier model…
The Boring Companies Winning the AI Race
GEV, VRT, ETN, and DELL booked the numbers this earnings season. The market is still looking at the wrong layer.
Alibaba Won the Open-Source War. Now Comes the Bill.
Qwen runs on a billion downloads. Aug. 28 decides if BABA catches up.
WDAY Jumped 21%. The Deal Is Not Done.
Silver Lake’s reported pursuit of Workday is less about one company and more about whether private equity has decided the…
Your Wallet vs. the Fed’s Next Move
A 9-3 vote, a 3.4% CPI reading, and a September decision that will price every loan you carry.
Google’s AI Reshuffle Is a TPU War
The Hassabis shift and the Dean exit are symptoms. The chip allocation fight is the disease.
IBM’s $8 Trillion Warning Is Not About IBM
Krishna’s key point is about firms that never warned
The $100B Refund Most Investors Ignore
Washington is refunding more in tariffs than it collects. Gold is a quiet beneficiary.
Nvidia Is Building a Trillion-Parameter Model. The Real Trade Is the Router.
Nemotron 3.5 Lightning and NeMo Switchyard shipped today. Nemotron 4 is next. The open-weight stack is becoming the API killer.