Uber 4x’d AI use and cut costs
August 8, 2026 Uber Cracked the AI Cost Problem. Now Comes the Hard Part. It burned its entire 2026 AI…
Year: 2026
SanDisk Beat Q4. The $93.9B Floor Is the Real Test.
Record margins and a new $14B buyback, but guidance fell short of consensus and investors are fixating on one contract figure.
The 34K Economy Nobody Priced In
July’s job loss is bad. The revision cascade that brought the 12-month average to 34,000 is the real alarm.
TTD’s Guide Is the Real Signal
August 7, 2026 TTD’s Guidance Shock and the Wealth Question When management points to demand but guides to contraction, execution…
SpaceX Went Exclusive With Nvidia. The Stock Fell Anyway.
A 92% revenue jump, a $15.8B AI capex quarter, and a Vera Rubin partnership that nobody else can match — so why is SPCX down after hours?
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.…