Amazon Has a $25B Chips Business. Wall Street Noticed.
The stock jumped after earnings. The options market now has a harder question to answer.
Economy
AWS Just Grew 37%. The Real Signal Is the Margin.
Amazon raised capex to $220 billion and free cash flow turned negative. The 39% AWS operating margin is why none…
The Dissent That Moved the Bond Market
A 9-3 FOMC vote just repriced September and exposed every rate-sensitive corner of the market.
Manhattan Associates Just Jumped 22%. The Question Comes Next.
Three straight quarters of record bookings, a $2.47B RPO, and AI agents in production. The premium is no longer free.
The Hormuz Trade Is Not Done
The options market is still pricing oil volatility at crisis levels even as Brent pulls back. Here is what that…
Meta Reports Tonight. The Cloud Bet Is on Trial.
A $10B Anthropic deal and $145B in AI spending converge at Q2 earnings.
CSX Reports Q2 Tonight. The Freight Recovery Has a New Playbook.
Auto onshoring, intermodal growth, and a ~9% revenue jump are all on the table.
ISRG Beat by Nearly 12%. The Stock Is Down About 42% From Its High.
Robotic surgery posted its best quarter in years. The market responded by selling it.
EQT Just Rallied 8% on a Headline Miss
The market ignored the numbers and bought the strategy instead.
Palantir Is Down 37% From Its Peak. August 3 Is the Number.
85% revenue growth and a Rule of 40 score of 145% meet the market's hardest question.