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.
Big Oil Just Had Its Best Quarter Since 2022
Brent posted its biggest monthly gain since March. Exxon, Chevron, and Shell earned a combined $404 million in profit per…
The Insurance Market Already Priced a 2027 Reopening
Trump gave no timeline at Camp David. The war-risk market gave one instead, and it runs through next year.