Broadcom’s $16.7 Billion AI Quarter Wasn’t Enough. Ask Why.
When gross margin slides from 78% to 73% as revenue triples, professional investors stop asking how fast AI is growing and start asking how profitable it can be.
CRM Trades at 20x Earnings While Agentforce Accelerates
Salesforce’s Q2 FY2027 results show $1.5 billion Agentforce ARR, 14% cRPO growth, and a guidance raise. Dreamforce on September 15 to 17 is where the bull case gets stress-tested.
Goldman, Citi and BofA Want to Issue a Dollar Stablecoin. Their Own Fees Are at Risk.
The real question facing the 21-bank consortium is whether it cannibalizes the correspondent-banking revenue its members depend on far more than anything Circle earns.
Which Asian Markets Are Actually Vulnerable Right Now
HSBC’s 1997 comparison is legitimate, but the fault lines have moved: Korea’s chip cycle and India’s oil bill are the real pressure points, not currency crises.
Employers Are Replacing Resumes With Skills Tests
September 1, 2026 AI made resumes easy to fake. Skills-based screening is taking over. For decades, the resume was the…
AI Power Bottleneck: Not Chips, Castings
SpaceX’s blade foundry shows who controls AI build speed. Howmet fell about 7.5%.
Buy, Rent, or Invest? Home Prices and a 4.75% Ten-Year
Mortgage rates near 6.9% and rents rising fastest in over a year are shifting the rent-versus-own math.
The $812 Monthly Payment Is Telling You Something
August auto forecasts show an affordability squeeze far beyond the showroom floor.
Whose Gross Margin Pays for Cheap Tokens?
Google’s price attack on Anthropic and Microsoft shows who can cut and who bleeds.
MCK Already Compounds. This Deal Speeds It Up.
McKesson’s $2.25bn Precision deal adds clinical research heft to its fast-growing oncology segment.