Autodesk Raised the Bar Again. The Stock Sold Off Anyway.
ADSK beat revenue, beat EPS, and raised full-year revenue guidance. A soft Q3 EPS guide was enough to send shares down about 5% after hours. The long-term case is intact.
Strip Out the Investment Gain. Does Claudeforce Still Hold?
Salesforce’s 23% surge deserves scrutiny on cRPO and Agentforce ARR, not the $5.90 EPS that investment gains inflated.
Palantir’s Maven Moment Changes the Math
The Pentagon may be locking in multiyear dollars. The FAA headline is noise.
$56B Week Shows Where the Marginal Dollar Went
ETF flow data just flashed a leadership signal: hard assets are pulling capital that used to chase AI beta.
When the Input Goes to Zero, Who Keeps the Margin?
Token deflation is technology’s oldest pattern. The AI stack may split the same way railroads and bandwidth did.
From $25B to $55B: Moderna’s Melanoma Math
The Phase 3 win validated the platform. Now the harder work begins: manufacturing every dose from scratch.
Five Numbers That Tell You the Basis Trade Is Cracking
A trader’s watchlist for the plumbing stress signals that matter most when $4 trillion in hedge fund Treasury leverage meets a bond market at 19-year highs.
Mac Mini Gets a 2nm Brain
August 25, 2026 Apple’s Quiet AI Infrastructure Play The new Mac Mini and Mac Studio aren’t just faster computers. They’re…
Which Multinationals Actually Earn China
Beijing’s latest stimulus rewards durable local franchises, not those hoping policy rescues cyclical demand.
When the Moat Pays the Workers
Deere’s rejected contract extension is a reminder that enduring competitive advantages eventually get shared with labor, and investors in capital-intensive industrials should price that in.