Alphabet and Meta are both spending the most capital in their histories on AI. The asset that...
Q2 2026 shows AI infra surging, but ads keep shrinking.
Let’s start with the contradiction and work backward from it. Micron Technology just delivered what is, by...
The China distribution reset mirrors the DTC pivot that hurt Nike in North America.
The Paramount-WBD merger is not stalled on regulatory merit. The proposed acquisition has already received clearance from...
A $47.9B quarter confirms Home Depot can win the small-project fight. The big-ticket remodel remains hostage to...
Q2 reports Thursday. The comp math Ross published is the warning nobody is leading with.
Every financial headline this week will quote $1.4 trillion. That figure, which Meta disclosed in a court...
Hey there, bargain hunter. Let me ask you something. When a company with an $8.8 billion quarter...
Let’s be direct about what’s happening here. Intel started 2026 at $36.90. As of June 18, it...