Nvidia’s China Revenue Has Nearly Vanished. The Model Still Needs Explaining.
IDC data shows the loss. Investors still need to know how much the forward outlook quietly depends on China returning.
Category: Economy
Arista Has $3.5 Billion Tied to AI. The Stock Proves It.
Eight straight beats, 40% revenue guide, earnings Nov. 3. Rich valuation, richer evidence.
Amazon Reports Oct. 29. AWS Is the Only Number That Matters.
AWS hit an 18-quarter growth high in Q2. Investors want 43-45% for Q3, well above the 38% consensus.
Factories Are Listening to Their Machines. The Savings Are Real.
Acoustic sensors can spot bearing trouble early, and ROI is clearer.
Amazon Is the Hedge Fund Consensus. Here Is What the Numbers Say.
Viking Global tripled its stake. Renaissance added $546M. Q2 13F filings show Amazon as a major accumulation story heading into Q4.
Diesel Cracks Are the Trade, Not Crude
The G7’s front-loaded 20-day diesel release changes the math before OPEC+ meets Sunday.
McKesson Just Locked In Six More Years With CVS Health
The extension removes the biggest renewal risk hanging over McKesson’s $44.20–$45.00 earnings guidance.
Two Companies Control the Data Behind Every Live Bet
Sportradar and Genius Sports turned league data into a toll road. A federal lawsuit is testing whether that road was built legally.
Google’s Gemini 4 Argon Makes the AI Price War Alphabet’s to Win
Benchmark parity, plus aggressive pricing and distribution, tilts the economics toward Alphabet.
Consumer Confidence at 81.9: Fuel Shock or Spending Recession?
Portfolio managers are splitting retail into two camps. Tuesday’s data forced that choice.