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…
Money
34 Days to a Margin Event Options Haven’t Priced
September 29 brings 100% Section 232 duties on patented drugs and APIs for importers without an onshoring plan or MFN…
Micron’s Q4 Report Is 35 Days Away
HBM4 is in volume shipments, the fiscal year ends Aug. 28, and MU trades near $963 with earnings eyed for…
Warsh Says 2%. The 30-Year Says Prove It.
The Fed holds for a fifth straight meeting. The long end of the curve is running its own policy.
DIS Is Down 41% in Five Years. Accumulation May Be Starting.
A new CEO, a $9 billion buyback, and a P/E far below its own history. The market is still pricing…
IBM Is Building an AI Delivery OS. OpenAI Is the Latest Module.
The model is not the moat. IBM's Consulting Advantage platform is the real strategic bet, and the OpenAI deal is…
Alibaba Won the Open-Source War. Now Comes the Bill.
Qwen runs on a billion downloads. Aug. 28 decides if BABA catches up.
When the VIX Rises With Stocks, Pay Attention
The options market is flashing a signal it almost never sends. Here is what it means for bargain hunters right…
GS Has Doubled Since April 2025. Now What?
Record equities revenue, a $4T wealth franchise, and a 106% run in 15 months. The debate has shifted from whether…
Arista Just Crossed $3B in a Quarter. The Customer Signal Is Bigger.
Ullal's promise to add one or two new 10%-plus revenue customers before year-end changes the concentration calculus entirely.