One Critical Move Before AI’s Next Phase
October 29, 2026 Bonus Content: Nvidia Needs $600 Billion in Revenue to Hit $10T. The Math Is Starting to Work.…
Microsoft’s Best Azure Quarter in Years. Wall Street Debates the Debt.
Azure hit 48% growth and guided higher, but Amy Hood’s phrase, ‘other options too,’ is what institutions can’t stop parsing.
Merck’s $3.40 Dividend Is on the Clock
This morning Merck is scheduled to file its Q3 2026 scorecard before the opening bell, and for income investors the…
What if the world can’t quit?
October 29, 2026 Bonus Content: Lloyds Doubled Its Profit. The Budget Barely Touched It. A note from our friends at…
Visa Sold Off on Good Numbers. Now Mastercard Has to Answer Why.
Two days ago, Visa closed its fiscal year with 13% revenue growth, a 17% jump in adjusted EPS, and a…
FedEx Raised Its Holiday Outlook. UPS Shrunk Peak Season on Purpose.
The most revealing thing about FedEx’s October 28 earnings was not the headline numbers. It was the direction management chose…
Reddit Reports Tonight. Alphabet Already Told Half the Story.
The question sitting over Reddit’s earnings tonight is deceptively simple: where did the money go? Alphabet missed Q3 expectations on…
Visa Sold Off on Good Numbers. Now Mastercard Has to Answer Why.
Two days ago, Visa closed its fiscal year with 13% revenue growth, a 17% jump in adjusted EPS, and a…
FedEx Raised Its Holiday Outlook. UPS Shrunk Peak Season on Purpose.
The most revealing thing about FedEx’s October 28 earnings was not the headline numbers. It was the direction management chose…
Reddit Reports Tonight. Alphabet Already Told Half the Story.
The question sitting over Reddit’s earnings tonight is deceptively simple: where did the money go? Alphabet missed Q3 expectations on…