A revenue miss still sent SMCI up about 10%. Gross margin rising to about 17% is rewriting the investment case.
IBM’s $8 Trillion Warning Is Not About IBM
Krishna’s key point is about firms that never warned
DayOne Files for $5B IPO. Now What?
A confidential SEC filing targets next quarter. The company was engineered specifically for this moment, and the market just told…
CoreWeave Reports Tonight. Five Selloffs in a Row.
Guidance is the only number that can end the streak, not revenue or EPS.
Muse Glimmer Changes the Open-Weight Economics
Meta's edge-native agentic model is a policy argument as much as a product launch.
Washington Owns 30 Tech Stakes. Nobody Can Find the Ledger.
The U.S. has deployed $26.7 billion across chips, AI labs, quantum, and rare earths. The portfolio has no public address.
FIGS Surged 27% in One Week. Now the Math Starts.
A one-time $20.5M tariff refund and a Jordan WRO complicate margins.
Anthropic’s Chip Team Is the Signal, Not the Product
A $30B revenue run-rate, Samsung 2nm talks, and a job listing up to $485K just redrew the custom silicon map.
GS Has Doubled Since April 2025. Now What?
Record equities revenue, a $4T wealth franchise, and a 107% run in 16 months. The debate has shifted from whether…
Rivian’s R2 Is in Driveways. Q4 Is Where the Math Gets Real.
A 45% bill-of-materials cut, record demo drives, and a second production shift arriving this October are converging on the most…