October 25, 2026 Bonus Content: Applied Materials Builds the Machine Behind Diamond Power A note from our...
The Oct. 29 divisional breakdown matters, but capex guidance decides if 2027 pricing holds.
Markets don’t need a bad quarter from Celestica. They only need a good one that isn’t good...
A note from our friends at Weiss Ratings(ad) Dear Reader, A lot of investors are looking at...
October 25, 2026 Bonus Content: Robinhood Reports Tuesday With Bitcoin Down 36% From Its Peak A note...
Four quarters of comparable sales growth and a raised dividend tell one story. A 141% payout ratio...
A 45% Azure target and $50 billion in quarterly capex set a bar with little room to...
Markets don’t need certainty about war. They only need the credible threat of one. Brent futures gained...
October 24, 2026 Bonus Content: Four AI Giants Report in 48 Hours. Options Are Expensive. A note...
October 24, 2026 Bonus Content: American Express Beat Earnings and Still Fell 3.7% A note from our...