The 34K Economy Nobody Priced In
July’s job loss is bad. The revision cascade that brought the 12-month average to 34,000 is the real alarm.
The Unemployment Rate Lied. The Jobs Number Didn’t.
A net loss of 23,000 jobs, a 12-month average that just collapsed to 34,000, and a Fed that was 57%…
NET Is Up 16%. The Traffic Number Is the Real Story.
AI agent requests on Cloudflare's network grew 1,700% year-over-year. The monetization rails are just going live.
Five Gauges That Tell You If the AI Rally Has Legs
The debate is not bull vs. bear. It is which numbers to watch.
Starlink Is Funding a Black Hole
SpaceX’s profitable segment posted $1.66B in operating income last quarter. AI infrastructure took $15.8B of capex. That math has a…
Butterfly Network’s Hidden Growth Engine
The chip-licensing bet behind BFLY's record Q2 is just getting started.
Starlink Is Funding a Black Hole
SpaceX's only profitable segment posted $1.66B in operating income last quarter. Its AI division consumed $15.83B in capex. That math…
Snap Is Up 37% This Year, Then Not
One quarter does not fix the North America problem.
CAT’s $63B Backlog Is Real. The Margin Story Is the Test.
Q2 earnings hit Tuesday. One segment number decides everything.
The Government Just Bought Stakes in Chip Startups
Washington is taking minority stakes in seven chip deals. Intel explains the appeal and the risk.