The Harness War Starts Today
The Harness War Starts Today DeepSeek just went public with its plan to unseat Claude...
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ABTC Lost $57M in Q2. The BTC Count Went Up 14%.
ABTC Lost $57M in Q2. The BTC Count Went Up 14%. The GAAP loss is...
PayPal Just Beat Q2. The Real Story Is Bigger.
PayPal Just Beat Q2. The Real Story Is Bigger. A Q2 earnings beat, raised guidance,...
FIGS Surged 27% in One Week. Now the Math Starts.
August 10, 2026 FIGS Surged 27% in One Week. Now the Math Starts. A one-time...
The Restaurant Company Rewriting Its Own Story
August 9, 2026 The Restaurant Stock Rewriting Its Own Story Toast just posted its strongest...
Anthropic’s Chip Team Is the Signal, Not the Product
August 8, 2026 Anthropic’s Chip Team Is the Signal, Not the Product A $30B revenue...
IonQ Just Became a Foundry. The RPO Is the Real Number.
August 5, 2026 IonQ Just Became a Foundry. The RPO Is the Real Number. The...
The $64B Unlock Nobody Is Watching
July 31, 2026 The $64B Unlock Nobody Is Watching A July 1 capital rule shift...
SoFi’s Growth Is Real. The Market Shrugs.
July 30, 2026 SoFi’s Growth Is Real. The Market Shrugs. The business is accelerating, but...
Lemonade Beats Q2 Sales, Stock Slides
July 29, 2026 Lemonade Beats Q2 Sales, Stock Slides Big growth, but the market focused...