Amazon Reports Oct. 29. AWS Is the Only Number That Matters.
AWS hit an 18-quarter growth high in Q2. Investors want 43-45% for Q3, well above the 38% consensus.
Economy
Ciena’s $8.5 Billion Backlog Makes the 150% Run Look Earned
Three straight sessions of gains, record results, and AI-driven demand that competitors cannot fully replicate, but the valuation demands respect.
Ether’s 70% Quarter Ran on Thinner Ice Than Bitcoin’s
CoinGecko finds ETH's order book depth fell to 35–45% of Bitcoin's even as prices surged, with the Glamsterdam testnet live…
Rivian’s Record Q3 Deliveries Still Leave One Problem
19,248 deliveries is a record. Whether that scale flips auto gross profit is what Oct. 29 is about.
Corn’s $5.00 Price Tag Carries a Seven-Year Surplus Into October
USDA found 173 million more bushels than anyone expected. Here is what that number means for every stock in the…
Coinbase and Circle Now Answer to 50 State Cops, Not One Federal Law
With the CLARITY Act dead and agency rules reversible by any future administration, crypto exchange stocks carry a legal liability…
The $24.3 Billion F-35 Sale to Saudi Arabia Has One Gatekeeper Left: Congress
Lockheed and RTX upside hinges on a 30-day review period the Pentagon cannot control.
Micron Targets $50 Billion Next. The Stock Trades at 7x Earnings.
HBM capacity is sold out for 2026, fiscal Q4 results land Sep. 30, and Wall Street is split on whether…
Lockheed’s $230B Backlog Is the Biggest in Its History. The Stock Is 23% Off Its High.
A UBS upgrade, a record missile order book, and a book-to-bill of 3.2x are converging at a price the fundamentals…
OpenAI Stays Private. Anthropic Heads to Nasdaq. What That Split Means for AI Investors.
Two of the largest capital decisions in tech history are moving in opposite directions, and the divergence tells you something…