The AI Search Dividend Nobody Priced Into Shopify
AI traffic and orders tripled in Q2. The infrastructure underneath that number is what changes the long-term math.
Does the AI Rally Have Legs?
August 6, 2026 Does the AI Rally Have Legs? Four of five gauges say yes. One says be careful what…
APP Lost $40B in Value on a $16M Miss
The FCF drop is a tax timing story. The e-commerce ramp is the real verdict.
BP Is Using War Profits to Rebuild Itself
The $5.7B quarter is real. The question is what BP looks like when the shooting stops.
SpaceX Is No Longer a Rocket Company
August 5, 2026 SpaceX Is No Longer a Rocket Company Its first earnings report confirmed it. Now the lockup begins.…
AMD Up 6% Tuesday. Q2 Is Not the Point.
The Helios ramp and Q3 guide are what traders need to watch tonight.
Butterfly Network’s Hidden Growth Engine
The chip-licensing bet behind BFLY’s record Q2 is just getting started.
AMD reports tonight. The Q2 number is not the point.
August 4, 2026 AMD Reports Tonight. A Beat Won’t Be Enough. The Q2 number is almost beside the point. H2…
IBM Is Down 24% This Year. The CEO Just Said 2028.
A $10B quantum bet, a historic stock collapse, and a CEO putting earnings timelines on the record.
The Drone War Created a Market. Space-Eyes Is Betting It Can Win It.
A $638 million SPAC valuation, $1 million in revenue, and a brutal defense procurement fight. Here is the actual investment question.