When AI Capex Pays: The Case for MSFT at $492
Azure's 43% growth quarter ended a year-long debate. Now ask whether the market has already priced it in.
August 30, 2026
31 Days to a Funding Cliff
Two unreconciled CRs, one fiscal deadline, and a data blind spot that could leave the Fed guessing in October.
Dell Reports Tuesday. One Line Decides Everything.
AI server revenue of $16.1B in a single quarter was remarkable. The ISG operating margin at 10.5% was not. Tuesday’s…