The Feedback Loop Bonds Cannot Escape
BofA's Hartnett says the debt-service spiral is the real threat, not the round number.
Business
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.
Starlink Is Funding a Black Hole
SpaceX’s profitable segment posted $1.66B in operating income last quarter. AI infrastructure took $15.8B of capex. That math has a…
Butterfly Network’s Hidden Growth Engine
The chip-licensing bet behind BFLY's record Q2 is just getting started.
Oil’s $100 Question Is Back on the Table
The options market is pricing Hormuz risk at crisis levels again. Here is what the volatility is actually telling you.
Celestica Is Up 116% in a Year. Tonight Is the Real Test.
A $19B revenue target and a Q2 beat streak collide at earnings today.