CIEN’s 22% Reset Sets Up Thursday’s Earnings Trade
Ciena beats estimates and gets punished. Four days before it reports again, the stock sits 22% below its post-earnings high.
Business
Who Confirmed Nvidia’s 9% Day and Who Didn’t
The breadth scorecard from Thursday's historic move shows where the chip trade is concentrated and where it isn't.
Eaton Is the AI Trade Nobody Calls AI
Record Q2 sales, a Trane partnership, and a 307 GW data center backlog that compounds quietly.
Micron’s CEO Just Called Time on the Boom-Bust Clock
A $10 billion research lab, a 50% supply shortfall, and a forward P/E of 6.76 are telling three different parts…
The Feedback Loop Bonds Cannot Escape
BofA's Hartnett says the debt-service spiral is the real threat, not the round number.
Lumentum Just Doubled Its Revenue. It Still Can’t Ship Fast Enough.
A 109% revenue surge and Q1 guidance 8% above consensus are the headline. The 30%+ supply gap underneath is the…
SMCI Missed Revenue. The Market Didn’t Care.
A 77% EPS beat and up to $72B in FY2027 guidance reset the debate.
FIGS Surged 27% in One Week. Now the Math Starts.
A one-time $20.5M tariff refund and a Jordan WRO complicate margins.
TEAM’s 13% Guide Is a Head Fake
Atlassian’s FY27 revenue deceleration is a Data Center timing artifact. The cloud engine and Rovo adoption curve tell a different…
Barrick Beat on Ounces. Costs Won the Quarter.
Production beat guidance. Costs hit cash flow. The IPO catalyst is just getting started.