Google’s Brain Drain Is the Real Problem
A $195B to $205B capex plan and 82% Cloud growth couldn’t stop the selloff. The exits of the engineers who…
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Starlink Is Funding a Black Hole
SpaceX's only profitable segment posted $1.66B in operating income last quarter. Its AI division consumed $15.83B in capex. That math…
Coinbase Is Down ~62% From Its High. July 30 Forces the Question.
A single sentence from a cabinet official just moved the stock. Q2 earnings are next.
Bloom Energy Is Down ~40% From Its High. July 28 Is Everything.
A ~32% implied earnings move and a disputed “$20B backlog” are colliding with short sellers and a regulatory setback.
Schwab Reports Q2 Today. The $13 Trillion Story Is Bigger.
Record client assets make this one of the most important brokerage reports of the quarter.
Visa Reports July 28. The Agentic Payments Trade Is Underpriced.
Value-added services up 25%+ and a $20B buyback. July 28 is the number that matters.
Capital One Reports Tonight. The Discover Bet Is Just Getting Started.
A new payments network, the largest US credit card issuer, and a stock well below its high.
China Just Dropped Kimi K3. The Chip Selloff Is Not Over.
A 2.8 trillion parameter model just triggered the second DeepSeek moment in 18 months.
Oracle Is Down 62% From Its High. The Backlog Is $638 Billion.
The biggest AI contract book in enterprise tech is sitting in a stock priced for failure.
META Is Up 22% in 10 Days. The Real Test Is July 29.
A new cloud business, a custom AI chip, and $145B in capex walk into an earnings report.