The Cloud Revenue Growth Rate Is the Only Thing That Can Justify $730 Billion
Microsoft and Alphabet report Oct. 28, Amazon and Intel Oct. 29. Investment committees need one number from each of them.
October 24, 2026
Energy Is Up 45% This Year. Brent at $116 Makes the Next Trade Harder to Size.
Three straight weekly gains in crude oil have already paid out the easy money. Here is where the risk-reward shifts…