Three Ways to Own Data Centers Without Chips
Vertiv, Equinix and Celestica each gave the committee a different answer this earnings season. Only one earns a permanent seat.
Did You Grab This Before It Expires?
August 27, 2026 Bonus Content: Stop Trading SMR and OKLO Like Stocks. Use Options. Sponsored In case you missed it……
One Date Is Doing All the Work: Sept. 9 and the AVAV Bookings Proof
August 26, 2026 One Date Is Doing All the Work Options pricing has not caught up to a contract that…
What Warsh Says Friday Changes the Rate Picture
A divided Fed, a hawkish dissent bloc, and a chairman who refuses to telegraph moves: here is what investors should be preparing for before he speaks.
The Mortgage Rate Trap Tightens on Builders
A 10.5% drop in new home sales and rising hike odds set up the housing complex for a critical technical test.
The hidden answer to AI’s 80X Surge
August 26, 2026 Bonus Content: Sell the Enthusiasm in RUM, Not the Contract Sponsored By 2030, AI data centers alone…
One Date Is Doing All the Work: Sept. 9 and the AVAV Bookings Proof
August 25, 2026 One Date Is Doing All the Work: Sept. 9 Options pricing has not caught up to a…
AI Companion or Contract Timing: Zoom’s Enterprise Pop
Enterprise revenue grew 7.8%, cash flow guidance rose, and $1.3B of buybacks remain. The question is what deserves the credit.
Workday Reports Thursday. Deal Still Not Done.
August 25, 2026 Two catalysts, one expiry: pair Thursday’s results with the Silver Lake skew. Workday (WDAY) reports fiscal Q2…
Robinhood Is Now Out-Earning Crypto With Prediction Markets
Last week’s CFTC fireworks matter long-term. But Robinhood’s event-contract revenue is already visible in the latest quarterly results.