Ciena Is Down About 34% From Its High. The AI Networking Cycle Is Just Getting Started.
Revenue up 40% and a $7.7B backlog. The real debate is the valuation.
Category: Business
Shopify Is Down ~30% and Growing 34%
August 5 is when the market gets a second chance to read this correctly.
Tesla Reports July 22. The Car Numbers Are Old News.
480K deliveries already beat the Street. Now margins and Cybercab have to do the work.
The Gas Nobody Talks About Is Quietly Holding AI Hostage
Inside the invisible material shortage throttling the world’s most advanced chip factories.
TSM Reports July 16. The AI Chip Toll Booth Nobody Talks About.
Every advanced GPU in every data center runs through TSMC’s fabs. The Q2 number drops in four days.
Broadcom Is Down About 19% From Its High. A $30B+ Apple Deal Just Changed the Chart.
AI chip revenue up 143% year over year, a $100B+ 2027 target, and September 3 is the reset date.
The Invisible Toll Booth on Every Factory Being Built in America
Reshoring, AI construction, and a chemical boom just collided with the tightest railcar market in 15 years.
The Trade Desk Is Down 75% From Its High. Q2 Earnings Could Finally Break the Fall.
A $17 stock that once traded at $140 is one earnings report away from its most important test in years.
WD-40 Just Had Its Best Quarter in Years. The Stock Is Up 14% After Hours.
A 48% EPS beat and a new $100 million buyback just rewrote the investment case.
NVDA Is Flat While Its Peers Are Up 59%. That Gap Has to Close.
Nvidia’s next earnings are August 26. That’s when the math gets tested.