SpaceX’s profitable segment posted $1.66B in operating income last quarter. AI infrastructure took $15.8B of capex. That...
The Helios ramp and Q3 guide are what traders need to watch tonight.
A 92% revenue jump, a $15.8B AI capex quarter, and a Vera Rubin partnership that nobody else...
The 1.5% headline is a distraction. The 6.3% deflator and a 4.5% savings rate are the numbers...
Cloud infrastructure grew 93%. Revenue is guided to $90B. The stock trades at about 14 times forward...
Capital One disclosed an AML review to justify closing Trump accounts. The options market has a harder...
Trump gave no timeline at Camp David. The war-risk market gave one instead — and it runs...
Amazon raised capex to $220 billion and free cash flow turned negative. The 39% AWS operating margin...
The market sold the headline miss. The portfolio story matters more.
Trump gave no timeline at Camp David. The war-risk market gave one instead, and it runs through...