Last week was a barnburner, as stocks whip–sawed downward Thursday and Friday, pretty much across the board....
October 30, 2026 Bonus Content: Roblox Beat Every Number and Still Fell 17% A note from our...
Revenue grew 53% to $895 million, profits hit a record, and yet the stock lost nearly a...
October 29, 2026 Bonus Content: Chipotle Beat Revenue. Its EPS Fell Anyway. Margin Math Runs the Show....
October 29, 2026 Record margins, 39% AWS growth, stock down 9%. One line on the income statement...
With SYM down ~56% from its 52-week high and Walmart capex at $26.64B, the price has rarely...
October 29, 2026 Bonus Content: Intel Reports Tonight. Options Price Less Fear Than the Math A note...
October 29, 2026 Bonus Content: Coinbase and Strategy Report Tonight with Bitcoin at $80,000 A note from...
Two cents sent NOW to about $123. Subscription revenue grew 21% and the AI target rose 70%.
With Xbox revenue down and Azure pushing deeper into XR, Unity’s real-time 3D engine looks like a...