Myqorzo’s Balance Sheet Meets Its Biggest Catalyst
With $1.7B in cash and a Q4 sNDA plan, Cytokinetics just validated a major untreated corner of HCM.
Politics
What the Great Wealth Builders Would Demand Before Backing Starbase Louisiana
SpaceX's $100 billion vertical-integration bet is a masterclass in founder-scale capital allocation. The question is whether the business behind it…
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 $40T Signal Gold Is Reading Correctly
The Treasury buyback surprise, $7.93T in cash, and a yield curve that just broke its own rules.
The $100B Refund Most Investors Ignore
Washington is refunding more in tariffs than it collects. Gold is a quiet beneficiary.
Washington Owns 30 Tech Stakes. Nobody Can Find the Ledger.
The U.S. has deployed $26.7 billion across chips, AI labs, quantum, and rare earths. The portfolio has no public address.
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.
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.
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…