Uber Is Down 26% From Its High. The AI Efficiency Flip Is the Real Story.
Uber says it quadrupled AI usage while cutting token costs. What that means for Uber's R&D line, Anthropic's IPO math,…
Business
NVDA Is Up 10% This Week. August 26 Is the Only Number That Matters.
SpaceX went exclusive, hyperscalers raised capex again, and the stock is still 8% below its all-time high. Here is what…
Circle’s CEO Says Billions of Agents Are Coming. The Stock Has a Different Problem.
Q2 earnings landed this morning with an EPS beat and a revenue miss. The bigger question is whether USDC can…
The 1930 Law Trump Just Revived for Canada Tariffs
Section 338 hits Canada on August 19. USMCA will not shield covered goods.
ExxonMobil Just Posted $17B in Free Cash Flow
The market sold the headline miss. The portfolio story matters more.
Intel Beat Q2 by $1.7B. The Stock Fell Anyway.
The market sold the income statement and bought the fear. The real question is what the foundry transformation is worth.
Boeing Reports Q2 Today. The Backlog Is $695 Billion.
The recovery math is real. The cash flow question decides what happens next.
Lam Research Is Up in 2026. July 29 Forces the Real Question.
A $140B wafer fab equipment outlook meets a highest-stakes earnings call in chip equipment.
APH Is 15% Below Its High. July 29 Is the Real Test.
A $9.4B quarterly orders number and 58% revenue growth meet an ~$18.7B total-debt load at earnings.
NOC Is Down 32% From Its High. The Backlog Is $105 Billion.
A record Q2 beat and raised guidance haven't closed the gap to its March peak.