WDAY Jumped 21%. The Deal Is Not Done.
Silver Lake’s reported pursuit of Workday is less about one company and more about whether private equity has decided the AI-driven selloff in enterprise software went too far.
The Boring AI Trade Is Winning
August 14, 2026 The Boring Companies Winning the AI Race GEV, VRT, ETN, and DELL booked the numbers this earnings…
Wendy’s Lost Its #2 Ranking. The Stock Has No Floor Yet.
Six straight quarters of U.S. sales declines, a halved dividend, withdrawn guidance, and a new CEO who told Wall Street the company is not performing at its potential.
The Floor Under $4,400 Gold Is Not Iran
Central banks bought a Q2 record 289 tonnes as prices fell. That structural bid is what matters now.
Record Gas, Record Margins
August 13, 2026 Record Gas. Record Margins. One Trade. The national average has never been above $4 this late in…
CoreWeave’s Interest Bill Is Bigger Than Its Revenue Growth
A $626 million operating loss, a $104 billion backlog, and a capex guide that just jumped again, here is what the Q2 beat actually proved.
Abel Deploys. The Question Is What Comes Next.
Berkshire’s Q2 results confirm the cash is moving, but $365.5 billion still on the sideline tells a bigger story about where Abel is really headed.
The $78-Per-Share Spread Nobody Disclosed
The Adit Ventures case is a warning for pre-IPO funds promising access to SpaceX, Klarna, and the next blockbuster listing.
SMCI’s $72B Guide Is Real. So Is the Cash Burn.
August 12, 2026 SMCI Guided to $72B. The Cash Hole Is Real. Supermicro crushed every estimate Tuesday night. The working…
SMCI’s Margin Flip Looks Real. Cash Is the Trap.
Gross margin doubled overnight. The $60B backlog is not revenue. And the balance sheet funding this order book is already stretched.