ROST Near Highs. Now It Has to Prove It.
Q2 reports Thursday. The comp math Ross published is the warning nobody is leading with.
ROST Reports Thursday. Watch Q3.
August 16, 2026 ROST Near Highs. Now It Has to Prove It. Q2 earnings hit Thursday. The beat is expected.…
Alibaba Won the Open-Source War. Now Comes the Bill.
Qwen runs on a billion downloads. Aug. 28 decides if BABA catches up.
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 Disney like a media company in decline.
The Cloud Just Got a Quantum Layer
Oracle and Quantinuum aren’t announcing a research project. They’re announcing the architecture of the next computing stack.
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Six straight quarters of U.S. sales declines, a halved dividend, withdrawn guidance, and a new CEO who told Wall Street the company is not performing at its potential.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…