A 109% revenue surge and Q1 guidance 8% above consensus are the headline. The 30%+ supply gap underneath is the…
Doximity’s 10x Unit Economics Just Changed the Story
The stock was down 50% for the year. Then CEO Jeff Tangney said six words that rewrote the investment case.
66 Jurisdictions Cleared. One Courtroom Holds the Deal.
The UK cleared Paramount's WBD deal. The ticking fee that starts October 1 is the only number that matters now.
Cook Is Under Fire From Two Directions
A White House removal letter and a hawkish rate warning landed the same week. The market shrugged. It probably shouldn't.
When the VIX Rises With Stocks, Pay Attention
The options market is flashing a signal it almost never sends. Here is what it means for bargain hunters right…
The Jobs Miss Just Lit the Fuse for $5,000 Gold
UBS mapped three conditions for gold’s next leg. Friday’s payrolls report just satisfied the most important one.
SPCX Lost Half Its Value. Retail Just Bought More.
Institutions and retail saw the same SpaceX earnings, and reached opposite conclusions. The lockup calendar will test who is wrong.
The $570B Wall Street Can’t Absorb
AI bond supply is testing demand. Early September is the real stress point.
The Unemployment Rate Lied. The Jobs Number Didn’t.
A net loss of 23,000 jobs, a 12-month average that just collapsed to 34,000, and a Fed that was 57%…
Bessent Says the K-Shape Is Dead. The Data Disagrees.
The Treasury Secretary declared the income divide over on CNBC. Atlanta Fed wage data, Moody's spending figures, and a bifurcated…