Microsoft’s $115.9B AI Spend Finally Has a Product
A rebuilt Copilot with Code and Autopilot is Microsoft’s clearest case yet for its AI capex.
Starbucks to Close 250 Stores as Fiscal Year Ends
A $300 million restructuring charge hits in late September, complicating late-October earnings expectations.
Jeff Bezos will be on his knees
A note from our friends at Paradigm Press(ad) Below is an important message from one...
Oura’s IPO Is 73% Insider Cashout. Is $13B Worth It?
Strong subscription growth. But most IPO money goes to insiders, not Oura.
My #1 morning trade (free guide)
A note from our friends at Base Camp Trading(ad) Hey, I’m going to do something...
Accenture Reports Thursday. Your AI Portfolio Hangs on the Answer.
If enterprises budget for AI but delay implementation, IBM to Infosys feel it first.
Costco Just Told You What Pricing Power Looks Like
With Brent near $107 and sentiment at 47.8, Thursday’s earnings showed who can take cost shocks and keep growing.
Costco Beat Earnings. The Real Signal Was Filed Two Weeks Earlier.
Five Costco EVPs got stock on Sept. 10 before Thursday's beat. Against $77.6 billion in broad insider selling, that kind…
Millionaire Warns ‘Get Out While There’s Still Time’
A note from our friends at MarketWise(ad) Editor’s Note: With the market in turmoil, one...
Washington Gave Beijing Two Months. That’s a Warning.
Bessent’s short Busan extension keeps pressure on China until Jan. 10.