Two straight quarters of accelerating growth set a high bar. Only another full-year revenue raise may satisfy...
The Wall Street Journal reported this weekend that CoreWeave, Nebius, and Nscale have effectively been shut out...
November 1, 2026 Bonus Content: OPEC+ Froze December Output. Members Can’t Hit Quotas. A note from our...
The ad platform posts about 83% adjusted EBITDA margins and is gaining e-commerce share fast. The stock...
AWS just logged a sixth straight acceleration. But AI spending sent free cash flow negative, and the...
The ACA Marketplace 2027 open enrollment period starts November 1, 2026, in most states. It is the...
October 31, 2026 Bonus Content: Twilio Fell 15% on a Beat. Is Software Broken or Mispriced? A...
Mounjaro and Zepbound topped $16B in Q3. Is it priced in?
The $216 million research charge hitting Q3 earnings today is the right kind of expensive: it is...
ServiceNow reported Tuesday night that subscription revenue rose 21%, total revenue hit $4.106 billion beating consensus, and...