Datadog’s Consumption Numbers Will Answer Enterprise AI
Datadog’s Nov. 4 report is a clear read on whether AI spend is turning into real, billable activity.
Still Haven’t Claimed Your Free Copy?
November 1, 2026 Bonus Content: Trian’s $7.35 Offer Puts a Hard Price on Wendy’s Uncertainty A note from our friends…
Snap Reports Wednesday. The Ad Market Just Sent a Warning Shot.
Three days ago, the digital-ad complex cracked. Alphabet posted its first top-and-bottom-line miss since the fourth quarter of 2022, with…
Brent Near $113 and OPEC+ Can’t Hit Its Own Quotas. Here Is Where the Real Money Is.
December targets stay frozen, but the 2027 capacity audit will reset quotas for years.
Toyota Reports Thursday. The Yen Is Doing a Lot of the Work.
Wall Street expects $3.37 a share on $84.7bn in revenue, but the real question is whether the business can hold up once the currency tailwind fades.
The only U.S. nickel mine they can’t ignore
A note from our friends at The Oxford Club(ad) Dear reader, Most investors wait for the government press conference. I…
Arista Fell 8% on Friday. Options Price an 11% Earnings Move.
October 31, 2026 Four straight beats, a $3 billion quarter, and shares 20% off the high. Tuesday’s report tests whether…
Lilly Beat Estimates by $1.8 Billion. The Third Raise Matters More.
Mounjaro and Zepbound topped $16B in Q3. Is it priced in?
BP’s $8.5bn Quarter Is Real. Do Exxon and Chevron Match It?
With Brent at $116 and war-risk insurance surging, energy managers are modeling what earnings look like if Hormuz normalizes.
Savvy fliers ditching airlines for $169 private jet?
A note from our friends at The Agora Companies(ad) Have you seen THIS video yet? It’s making the rounds online…