Economy

Palo Alto Is Up 95% This Year. August 19 Is the Real Test.

• Economy

Palo Alto Is Up 95% This Year. August 19 Is the Real Test.

Editor July 20, 2026

NGS ARR guided up ~60%, CyberArk integration ahead of schedule, and a fiscal Q4 that has to...

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ORCL Has a $638B Backlog and Is Down ~62% From Its High

• Economy

ORCL Has a $638B Backlog and Is Down ~62% From Its High

Editor July 16, 2026

The call flow is turning bullish. The bear case is about timing, not demand.

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GS Just Blew Past Every Estimate. Now What?

• Economy

GS Just Blew Past Every Estimate. Now What?

Editor July 15, 2026

Goldman’s Q2 beat was historic. The options market hadn’t fully priced it.

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The Ocean Floor Has America’s Battery Problem Solved

• Economy

The Ocean Floor Has America’s Battery Problem Solved

Editor July 15, 2026

A federal permit process now moving faster than any point in 40 years could unlock the most...

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NFLX Reports July 16. The Stock Is Down 46% From Its High.

• Economy

NFLX Reports July 16. The Stock Is Down 46% From Its High.

Editor July 14, 2026

Ads are the real trade. The World Cup is the complication.

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